Delek US Holdings, Inc. (DK)

Energy · NYQ

$72.49+5.46% today

Price as at 30 Sept 2026, 17:32 UTC. Quotes are delayed.

Fundamentals

Market cap$3.88B
Dividend yield1.61%
Revenue growth (YoY)+0.4%
Profit margin-0.5%
Return on equity3.6%
52-week range$25.85 to $82.27

Valuation and ratings

Fair value estimate$25.30
Upside to fair value-65.1%
Analyst target (mean)$56.42
Analyst range$34.00 to $73.00
Analysts with price targets12
Consensus viewbuy
Moat score9/100
Overall rating12/100, very low quality

Fair value: $25.30 (-65.1%), see how we got there

Delek US Holdings, Inc. trades at $72.49, which is 65% above the $25.30 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.

Our moat model scores it 9 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

DK dividend history

Dividend yield1.61%
Paid, trailing 12 months$1.02 per share
Most recent payment$0.255, ex 3 Aug 2026
5-year growth (p.a.)+1.9%
Consecutive years of growth3
Consecutive years paid4

Dividends per share by year

YearTotal per sharePayments
2026 (year to date)$0.7653
2025$1.024
2024$1.004
2023$0.9254
2022$0.6103
2020$0.9303
2019$1.144
2018$0.9604
2017$0.6004
2016$0.6004
2015$0.7005

Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.

DK earnings and analyst estimates

EPS estimate, next year$2.41
Expected EPS growth-60.8%
Expected revenue growth-5.9%

Recommendation mix, 12 published ratings

6 buy5 hold1 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

About Delek US Holdings, Inc.

Delek US Holdings, Inc. engages in the integrated downstream energy business in the United States. The company operates in two segments Refining and Logistics. The Refining segment processes crude oil and other feedstock for the manufacture of various grades of gasoline, diesel fuel, aviation fuel, asphalt, and other petroleum-based products that are distributed through owned and third-party product terminals. It owns and operates refineries located in Tyler, Texas; El Dorado, Arkansas; Big Spring, Texas; and Krotz Springs, Louisiana. The Logistics segment gathers, transports, and stores crude oil and natural gas, intermediate, and refined products; and markets, distributes, transports, and stores refined products, as well as disposes and recycles water for third parties. It owns or leases crude oil transportation pipelines, refined product pipelines, crude oil gathering systems, and associated crude oil storage tanks; and owns and operates light product distribution terminals, as well as markets light products using third-party terminals. It serves oil companies, independent refiners and marketers, jobbers, distributors, utility and transportation companies, government, and independent retail fuel operators. Delek US Holdings, Inc. was founded in 2001 and is headquartered in Brentwood, Tennessee.

Industry: Oil & Gas Refining & MarketingEmployees: 1,902HQ: United States

Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.

Super investor ownership

8 of the funds we track reported a position in their latest SEC 13F filing. Largest first:

A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.

DK peers

The largest companies in the same industry (Oil & Gas Refining & Marketing), then in the same sector.

Every energy company we cover is on the Energy hub.

Common questions

Is Delek US Holdings, Inc. (DK) undervalued?

Against our fair value estimate of $25.30, DK at $72.49 is 65% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.

Which funds own DK?

8 of the institutions we track reported a position in DK in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.

Does Delek US Holdings, Inc. (DK) pay a dividend?

Yes. Delek US Holdings, Inc. yields 1.61% at the current share price. It has paid $1.02 per share over the trailing twelve months. It has paid a dividend in each of the last 4 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.

Where does SteadyShares get its DK data?

Fundamentals for DK come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 30 Sept 2026, 17:32 UTC and is delayed. Our data quality score for this company is 88/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.

The full research page for DK, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.