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DKDKEnergy · Oil & Gas Refining & Marketing

DK Stock Forecast: Delek US Holdings, Inc. Price Predictions for 2026-2027

Last close, 24 Aug 2026
$68
−4.74% on the day

The 12 Wall Street analysts covering Delek US Holdings, Inc. hold a median 12-month price target of $64 — -6.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 99 of 100 as at 22 Aug 2026 — among the strongest tenth. The factors read stronger than the Street's target implies. That gap is the story on this page.

Market cap
$4.4B
Ticker Nerd rank
99 / 100
Median analyst target
$64
Analysts covering
12
Revenue$4.1B+47.8% y/y
Operating income$302.4M
Net income$180.1M
Free cash flow$85.8M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+1.3%
1M
+8.1%
YTD
+133.2%
1Y
+184.4%
From 52W high
−4.7%
From 52W low
+170.9%
$25
$71
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

DK stock analysis: one number for the whole business

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.

Where the model ranks itAs at 22 Aug 2026
99 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
100
Growth
98
Value
93
Revisions
91
Accruals
75
Quality
75
Volatility
66
Issuance
55
Size
26

Momentum (100): The shares have been drifting up relative to others.

Issuance (55): The company has been issuing shares or taking on financing, diluting existing holders.

Size (26): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

DK stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on DK, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$20$30$40$50$60$70$80$90Oct 25Jan 26Apr 26Jul 26DKHigh $83Median $64Low $45

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

What Wall Street says12 analysts
6 Buy5 Hold1 Sell
Low $45Median $64High $83

The green dot is the last close — the median target sits −6.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 6 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
18 Aug 2026Goldman SachsMaintainsBuy$73 → $83
11 Aug 2026MizuhoMaintainsOutperform$60 → $66
21 July 2026TD CowenMaintainsBuy—
21 July 2026TD CowenMaintainsBuy$58 → $76
17 July 2026Goldman SachsMaintainsBuy$58 → $73
17 July 2026Goldman SachsMaintainsBuy—
14 July 2026JP MorganMaintainsNeutral$57 → $62
14 July 2026JP MorganMaintainsNeutral—
13 July 2026Raymond JamesMaintainsOutperform—
13 July 2026Raymond JamesMaintainsOutperform$60 → $70
29 June 2026TD CowenUpgradeBuy—
12 June 2026Morgan StanleyMaintainsEqual-Weight—
27 May 2026MizuhoMaintainsOutperform—
27 Apr 2026TD CowenMaintainsHold—
24 Apr 2026Morgan StanleyMaintainsEqual-Weight—
13 Apr 2026CitigroupMaintainsNeutral—
13 Apr 2026Goldman SachsMaintainsBuy—
10 Apr 2026UBSMaintainsNeutral—
31 Mar 2026Wells FargoMaintainsOverweight—
25 Mar 2026Raymond JamesMaintainsOutperform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. DK appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

DK vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 24 Aug 2026, Delek US Holdings, Inc. returned +184.4% against +19.6% for the S&P 500, dividends included.

DK vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250Oct 25Jan 26Apr 26Jul 26DKS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

DK analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+180.0%
Analysts raising
8
Analysts cutting
0
Fundamentals

Delek US Holdings, Inc. (DK) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
19.5×

Cheaper than 39% of US stocks

Price / sales
0.4×

Cheaper than 87% of US stocks

Price / book
23.5×

Cheaper than 4% of US stocks

EV / EBITDA
7.0×

Cheaper than 49% of US stocks

Growth & margins
Revenue growth (YoY)
47.8%

Higher than 86% of US stocks

Earnings growth (YoY)
47.8%

Higher than 74% of US stocks

Gross margin
8.8%

Higher than 9% of US stocks

Operating margin
7.6%

Higher than 60% of US stocks

Net margin
1.9%

Higher than 52% of US stocks

Returns & dividend
Return on equity
78.8%

Higher than 95% of US stocks

Return on assets
5.5%

Higher than 79% of US stocks

Dividend yield
1.4%

Higher than 34% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Delek US Holdings, Inc. (DK) statistics: revenue, profit & scale

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 $4.4B and an enterprise value of $7.4B.

  • 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: $3.56.

  • 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.

  • Shares outstanding: 61.2M.

  • Trailing P/E: 19.5×; forward P/E: 17.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.43%, paying out 28% of earnings.

  • Delek US Holdings, Inc. employs 1,902 people — $6.3M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 25 Aug 2026

Data provided by Twelve Data

Peers

DK vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelOil & Gas Refining & Marketing
CompanyMarket capTKN rank
DKDelek US Holdings, Inc.$4.4B
99
CVICVR Energy, Inc.$4.0B
93
PARRPar Pacific Holdings, Inc.$4.0B
98
PBFPBF Energy, Inc.$8.5B
94
WKCWorld Kinect Corp.$1.8B
99
DINOHF Sinclair Corp.$17.9B
97
APCARKO Petroleum Corp.$848.4M
1

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 →

News

Latest DK news & analysis

Is DK a Buy Now as Cash Flow Improves Despite Refining Cycle Risks?

Zacks Investment Research · 24 Aug 2026neutral

Delek's cash flow is improving as refining margins and optimization efforts gain traction. However, the company's outlook is shaped by a low valuation, leverage, and regulatory uncertainty despite ongoing refining cycle risks.

Why it matters — A DK watcher would care because improving cash flow from refining margins and optimization may strengthen the company's financial position, even as leverage and regulatory uncertainties continue to weigh on the case.

Can Phillips 66, Marathon, or Valero Afford Delek US Holdings Now?

24/7 Wall Street · 24 Aug 2026positive

The article examines whether larger refiners like Phillips 66, Marathon, and Valero could afford to acquire Delek US Holdings. It notes that DK closed at $71.47 on August 21, 2026, up 141.0% year to date and 215.7% over one year, near its 52-week high of $72.00.

Why it matters — A DK watcher would care because the piece highlights the company's strong share-price appreciation and the possibility that larger refiners may consider it an acquisition target.

Delek US Holdings Stock Surges 189% in a Year: Is It Still a Buy?

Zacks Investment Research · 20 Aug 2026positive

Delek US Holdings stock rose 189% over the past year. The company reportedly benefits from stronger refining margins, advantaged crude access, improved refinery performance, logistics growth, and greater financial flexibility.

Why it matters — A DK watcher would care because these factors point to the operational and financial drivers behind the company's recent share-price surge.

6-8% Yields And Big Upside Potential: 2 Beaten-Down Infrastructure Growth Machines

Seeking Alpha · 18 Aug 2026neutral

The article discusses two beaten-down infrastructure growth opportunities that the author finds attractive for their combination of yield, growth, and cash flow stability after recent stock price declines. The piece highlights that quality infrastructure assets have gone on sale, drawing the author's attention as an infrastructure investor.

Why it matters — A DK watcher would care because the article covers beaten-down infrastructure companies that may overlap with sectors relevant to Delek US Holdings' operations and outlook.

4 Refining Stocks to Buy as Gas Prices Top $4 a Gallon

Zacks Investment Research · 17 Aug 2026positive

Gasoline prices above $4 per gallon are highlighted as painful for consumers but potentially favorable for refiners able to capture strong margins on the fuels they produce. The article names four refining stocks in this environment.

Why it matters — As a refiner, Delek US Holdings would be among the companies positioned to benefit from strong margins in a high-gasoline-price environment.

FAQ

Frequently asked questions about DK stock

What is the DK stock price forecast for 2026-2027?

The 12 Wall Street analysts covering Delek US Holdings, Inc. have a median 12-month price target of $64, with estimates ranging from $45 to $83. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is DK stock a buy right now?

Of the 12 analysts covering Delek US Holdings, Inc., 6 rate it a Buy, 5 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Delek US Holdings, Inc. 99 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank DK?

As at 22 Aug 2026, Delek US Holdings, Inc. ranks 99 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 Momentum (100 of 100).

Will DK stock go up?

No one can know that. What the data says: the median 12-month target from 12 analysts implies -6.0% from the last close, and Ticker Nerd's factor model ranks Delek US Holdings, Inc. 99 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the DK stock forecast for 2030?

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: $45 to $83 over the next 12 months.

How has DK stock performed over the past year?

Delek US Holdings, Inc. returned +184.4% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Delek US Holdings, Inc. do?

Delek US Holdings Inc. is a diversified downstream energy company engaged in petroleum refining, asphalt production, renewable fuels, and logistics in the United States.

What is the latest news on DK?

The most recent item we track (Zacks Investment Research, 24 Aug 2026): "Is DK a Buy Now as Cash Flow Improves Despite Refining Cycle Risks?". Delek's cash flow is improving as refining margins and optimization efforts gain traction. However, the company's outlook is shaped by a low valuation, leverage, and regulatory uncertainty despite ongoing refining cycle risks.

Company

About Delek US Holdings, Inc.

Delek US Holdings Inc. is a diversified downstream energy company engaged in petroleum refining, asphalt production, renewable fuels, and logistics in the United States. It operates refineries in Texas, Arkansas, and Louisiana with a combined crude throughput capacity of 302,000 barrels per day, processing crude oil and other feedstocks to produce gasoline, diesel fuel, aviation fuel, asphalt, and other petroleum-based products. These products are distributed through owned and third-party terminals to serve transportation and industrial markets. The company functions through two primary segments: Refining, which focuses on manufacturing and marketing refined products, and Logistics, which handles gathering, transportation, storage, and distribution of crude oil, intermediates, and refined products. Delek US Holdings Inc. also manages a network of retail fuel and convenience stores in the Southeast United States. Founded in 2001 and headquartered in the United States, it plays a key role in the integrated downstream energy sector by providing essential energy products and infrastructure support.

CEO Mr. Avigal Soreq CPA · 1,902 employees · United States · https://www.delekus.com