DKEnergy · Oil & Gas Refining & MarketingThe 14 Wall Street analysts covering Delek US Holdings, Inc. hold a median 12-month price target of $85 — +14.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 98 of 100 as at 31 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Delek US Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (97): Sales and profits are climbing, and climbing faster than before.
Issuance (55): The company has been issuing shares or taking on financing, diluting existing holders.
Size (25): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on DK, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +14.9% from it.
Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 27 Oct 2026 | Piper Sandler | Assumes | Neutral | $90 |
| 22 Oct 2026 | TD Cowen | Maintains | Buy | $85 → $90 |
| 15 Oct 2026 | Goldman Sachs | Maintains | Buy | $83 → $97 |
| 15 Oct 2026 | Goldman Sachs | Maintains | Buy | — |
| 14 Oct 2026 | Wells Fargo | Maintains | Overweight | $82 → $95 |
| 14 Oct 2026 | Wells Fargo | Maintains | Overweight | — |
| 8 Oct 2026 | Mizuho | Downgrade | Neutral | $66 → $83 |
| 8 Oct 2026 | Mizuho | Downgrade | Neutral | — |
| 7 Oct 2026 | Freedom Broker | Initiates | Hold | $86 |
| 7 Oct 2026 | Freedom Broker | Initiates | Hold | — |
| 14 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | $45 → $81 |
| 14 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 14 Sept 2026 | Raymond James | Maintains | Outperform | $72 → $90 |
| 14 Sept 2026 | Raymond James | Maintains | Outperform | — |
| 14 Sept 2026 | TD Cowen | Maintains | Buy | $76 → $90 |
| 14 Sept 2026 | TD Cowen | Maintains | Buy | — |
| 1 Sept 2026 | Wells Fargo | Maintains | Overweight | — |
| 1 Sept 2026 | Wells Fargo | Maintains | Overweight | $59 → $82 |
| 18 Aug 2026 | Goldman Sachs | Maintains | Buy | — |
| 18 Aug 2026 | Goldman Sachs | Maintains | Buy | $73 → $83 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
DK appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Delek US Holdings, Inc. returned +95.4% against +12.4% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 38% of US stocks
Cheaper than 85% of US stocks
Cheaper than 4% of US stocks
Cheaper than 48% of US stocks
Higher than 85% of US stocks
Higher than 74% of US stocks
Higher than 9% of US stocks
Higher than 60% of US stocks
Higher than 52% of US stocks
Higher than 95% of US stocks
Higher than 79% of US stocks
Higher than 75% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Delek US Holdings, Inc. has a market value of $4.5B and an enterprise value of $7.5B.
Revenue in the twelve months to 30 June 2026: $12.1B. The latest quarter grew 47.8% year on year.
Net income over the same four quarters: $281.1M, a 2.3% net margin.
Diluted earnings per share, trailing twelve months: $3.61.
Free cash flow in the twelve months to 30 June 2026: $666.7M.
Delek US Holdings, Inc. spent $55.0M on share buybacks and $61.8M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 19.9×; forward P/E: 7.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.39%, paying out 28% of earnings.
Delek US Holdings, Inc. employs 1,902 people — $6.3M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Delek US Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Delek US Holdings announced that its board approved a quarterly dividend of $0.30 per share, up about 18% from $0.255. It is payable November 18, 2026, to shareholders of record on November 10, 2026.
Why it matters — DK watchers may note the increased quarterly dividend and its payment and record dates.
Zacks Investment Research identifies ATI, Delek US Holdings (DK), and MPC as momentum picks amid a market rally linked to the Anthropic IPO. The stocks are described as having strong annual gains alongside recent share-price pullbacks.
Why it matters — DK is included among the stocks highlighted for momentum, with the excerpt noting both annual gains and a recent pullback.
Delek US Holdings announced it plans to release its third-quarter 2026 results before the U.S. market opens on November 6, 2026. The company’s conference call to discuss the results is scheduled for 10:00 a.m. CT that day, with a live online broadcast available through its website.
Why it matters — DK watchers can note the scheduled date and time for the company’s third-quarter results and related discussion.
Zacks Investment Research identified DK among five value stocks it cited amid rising core inflation and expectations of further Federal Reserve rate hikes, describing the group as having strong earnings potential.
Why it matters — DK is included in a value-stock selection that highlights potential earnings strength against a backdrop of inflation and interest-rate concerns.
The comparison says Marathon Petroleum (MPC) and Delek US (DK) reported stronger earnings as refining margins improved. It highlights DK’s lower valuation and stronger earnings estimate revisions relative to MPC.
Why it matters — DK watchers may note that the article cites valuation and earnings estimate revisions as comparative strengths for Delek.
The 14 Wall Street analysts covering Delek US Holdings, Inc. have a median 12-month price target of $85, with estimates ranging from $62 to $118. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 14 analysts covering Delek US Holdings, Inc., 5 rate it a Buy, 8 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Delek US Holdings, Inc. 98 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Delek US Holdings, Inc. ranks 98 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (97 of 100).
No one can know that. What the data says: the median 12-month target from 14 analysts implies +14.9% from the last close, and Ticker Nerd's factor model ranks Delek US Holdings, Inc. 98 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Delek US Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for DK are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $62 to $118 over the next 12 months.
Delek US Holdings, Inc. returned +95.4% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Delek US Holdings, Inc. is a diversified downstream energy company focused on petroleum refining, logistics, asphalt, and renewable fuels.
The most recent item we track (Business Wire, 29 Oct 2026): "Delek US Holdings, Inc. Announces Quarterly Dividend". Delek US Holdings announced that its board approved a quarterly dividend of $0.30 per share, up about 18% from $0.255. It is payable November 18, 2026, to shareholders of record on November 10, 2026.
Delek US Holdings, Inc. is a diversified downstream energy company focused on petroleum refining, logistics, asphalt, and renewable fuels. Delek US Holdings, Inc. operates a network of refineries in Texas, Arkansas, and Louisiana that process crude oil into transportation fuels such as gasoline, diesel, jet fuel, and other petroleum-based products. The company also provides logistics services for the transportation, storage, and distribution of crude oil and refined products through pipelines, terminals, and related infrastructure. In addition, Delek US Holdings, Inc. produces asphalt and participates in renewable fuels and low-carbon energy-related operations. Its business serves wholesale, industrial, and retail energy markets across the United States, making it an important integrated player in the downstream energy sector.
CEO Mr. Avigal Soreq CPA · 1,902 employees · United States · https://www.delekus.com
