Delek US (DK) Projected to Release Earnings on Friday

Delek US (NYSE:DK) is expected to release its Q3 2026 results before the market opens on Friday, November 6th. Analysts expect the company to announce earnings of $8.05 per share and revenue of $3.88 billion for the quarter. Investors may review the information on the company’s upcoming Q3 2026 earnings report page for the latest details on the call scheduled for Friday, November 6, 2026 at 11:00 AM ET.

Delek US (NYSE:DK) last announced its quarterly earnings data on Wednesday, August 5th. The oil and gas company reported $5.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.67 by $2.81. The business had revenue of $4.09 billion for the quarter, compared to the consensus estimate of $3.44 billion. Delek US had a net margin of 1.86% and a return on equity of 109.03%. Delek US’s quarterly revenue was up 47.9% on a year-over-year basis. During the same quarter last year, the company posted ($0.56) earnings per share. On average, analysts expect Delek US to post $18.62 EPS for the current fiscal year and $14.03 EPS for the next fiscal year.

Delek US Price Performance

NYSE:DK opened at $70.86 on Wednesday. The company has a fifty day moving average price of $74.04 and a 200 day moving average price of $53.21. Delek US has a one year low of $25.85 and a one year high of $82.27. The company has a debt-to-equity ratio of 7.53, a current ratio of 0.76 and a quick ratio of 0.47. The stock has a market cap of $4.34 billion, a P/E ratio of 19.91, a PEG ratio of 0.51 and a beta of 0.61.

Delek US Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, November 18th. Shareholders of record on Tuesday, November 10th will be issued a $0.30 dividend. This is a positive change from Delek US’s previous quarterly dividend of $0.2550. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $1.20 annualized dividend and a yield of 1.7%. Delek US’s payout ratio is currently 28.65%.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on DK. Wells Fargo & Company upped their target price on Delek US from $82.00 to $95.00 and gave the company an “overweight” rating in a research note on Wednesday, October 14th. Piper Sandler began coverage on Delek US in a report on Tuesday, October 27th. They issued a “neutral” rating and a $90.00 target price on the stock. Citigroup reissued a “neutral” rating on shares of Delek US in a report on Thursday, August 6th. Raymond James Financial lifted their target price on Delek US from $72.00 to $90.00 and gave the company an “outperform” rating in a research note on Monday, September 14th. Finally, Morgan Stanley increased their price objective on shares of Delek US from $45.00 to $81.00 and gave the company an “equal weight” rating in a report on Monday, September 14th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, Delek US currently has an average rating of “Moderate Buy” and an average target price of $75.00.

Insider Activity

In related news, EVP Amber Russell sold 5,392 shares of the company’s stock in a transaction dated Friday, September 11th. The shares were sold at an average price of $75.50, for a total value of $407,096.00. Following the sale, the executive vice president owned 35,670 shares in the company, valued at $2,693,085. This represents a 13.13% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Vicky Sutil sold 6,397 shares of the company’s stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $71.50, for a total transaction of $457,385.50. Following the completion of the sale, the director owned 26,407 shares in the company, valued at $1,888,100.50. This represents a 19.50% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 163,377 shares of company stock worth $11,082,485. 3.56% of the stock is currently owned by company insiders.

Delek US Company Profile

Delek US Holdings, Inc is a downstream energy company headquartered in Brentwood, Tennessee. The company operates petroleum refineries and related logistics assets, producing and transporting fuels and other refined petroleum products for markets primarily in the southern United States.

Through its refining operations, Delek processes crude oil into products such as gasoline, diesel, jet fuel and asphalt. Its logistics business, conducted in part through Delek Logistics Partners, owns and operates pipelines, crude oil gathering systems, storage terminals, transportation assets and other infrastructure that supports the movement of crude oil and refined products.

Delek has also operated convenience stores and fuel stations, particularly in Texas and neighboring states, under brands including DK and Alon.