Delek US Holdings Gestion
Gestion contrôle des critères 3/4
Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.
Informations clés
Avigal Soreq
Directeur général
US$7.7m
Rémunération totale
| Pourcentage du salaire du PDG | 11.71% |
| Durée du mandat du directeur général | 4yrs |
| Propriété du PDG | 0.5% |
| Durée moyenne d'occupation des postes de direction | 4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 6.9yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • 19h
Delek US Has Further Upside Even If Middle East Tensions Ease
Summary Delek US Holdings remains a buy, with a fair value target raised to $58 due to transformative windfalls from the Iran conflict and favorable EPA actions. DK benefits from elevated crack spreads and regulatory exemptions, driving significant near-term cash flow and improving long-term viability. The company’s $1.75B DKL stake and reduced net debt position DK for accelerated buybacks and sustained shareholder returns. Even as Middle East tensions ease, tight product inventories and regulatory tailwinds should support DK’s strong free cash flow through at least Q3 2027. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 05
DK: Operational Execution And Lower Discount Rate Will Support Future P/E Re Rating
Analysts have adjusted their price target for Delek US Holdings slightly lower to $62.00 from $63.00. This reflects updates to discount rate assumptions, revenue growth expectations, profit margin forecasts, and a higher future P/E estimate.
Mise à jour du récit • Apr 27
DK: Ongoing Share Repurchases Will Support A More Constructive Outlook
Analysts now view Delek US Holdings as aligning more closely with their updated price target of about $49 per share, up from roughly $40, based on revised assumptions regarding revenue, profit margins, and a higher potential P/E multiple. What's in the News Between October 1, 2025 and December 31, 2025, Delek US Holdings repurchased 585,565 shares for US$20 million, representing about 0.98% of the company.Mise à jour du récit • Apr 13
DK: Completed Buybacks And Lower Discount Rate Will Support Future P/E Re Rating
Analysts have raised their price target for Delek US Holdings to $63.00, based on revised assumptions that include updated views on fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News From October 1, 2025 to December 31, 2025, Delek US Holdings repurchased 585,565 shares for $20 million, representing 0.98% of its shares.
Mise à jour du récit • Mar 30
DK: Aggressive Share Repurchases Will Likely Fail To Justify Depressed Future P/E
Analysts have raised their price target on Delek US Holdings from $28.34 to $33.00, citing updated assumptions around discount rate, revenue trends, profit margins and future P/E that they believe better align with the company’s current profile. What's in the News Between October 1, 2025 and December 31, 2025, Delek US Holdings repurchased 585,565 shares for US$20 million, representing 0.98% of the company.Mise à jour du récit • Mar 16
DK: Completed Buybacks And Lower Discount Rate Will Support Future P/E Re Rating
Analysts have lifted their price target on Delek US Holdings by about $1.61 to $60.29, reflecting updated views on fair value, an adjusted discount rate of 8.19%, more conservative revenue growth of 1.34%, a higher profit margin estimate of 4.59%, and a revised future P/E of 8.49. What's in the News Between October 1, 2025 and December 31, 2025, Delek US Holdings repurchased 585,565 shares for US$20 million, equal to 0.98% of its shares.Mise à jour du récit • Mar 02
DK: Ongoing Buybacks And Lower Discount Rate Will Support Future P/E Re Rating
Analysts have raised their price target on Delek US Holdings by approximately $6. They cite updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers of the change.Mise à jour du récit • Feb 16
DK: Higher Margins And Share Repurchases Will Support A Constructive Outlook
Analysts have trimmed their price target for Delek US Holdings from $41.50 to about $39.71, citing updated assumptions that include softer revenue growth, a higher projected profit margin, a slightly lower discount rate, and a reduced future P/E estimate. Valuation Changes Fair Value: Trimmed from $41.50 to about $39.71, a reduction of roughly 4%.Mise à jour du récit • Feb 02
DK: Ongoing Share Repurchases Will Support Higher Future P/E Re Rating
Analysts have kept their fair value estimate for Delek US Holdings steady at US$53.00. They have adjusted inputs such as a slightly lower discount rate, a more conservative revenue growth outlook, a modestly higher profit margin and a marginally reduced future P/E assumption to reflect updated views on the company’s earnings profile and risk.Mise à jour du récit • Jan 19
DK: Future Share Repurchases Will Support A Higher P/E Re‑Rating
Analysts have raised their price target for Delek US Holdings from US$37.34 to US$53.00, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Between July 1, 2025 and September 30, 2025, Delek US Holdings repurchased 559,933 shares for US$14.95 million, equal to 0.93% of its shares (Key Developments).Mise à jour du récit • Jan 05
DK: Share Repurchases And Higher Multiple Will Shape Balanced Future Outlook
Analysts have raised their price target on Delek US Holdings by roughly 90 percent to reflect a higher estimated fair value of approximately 28.34 dollars per share, even as they factor in a higher discount rate, weaker expected revenue growth and profit margins, and a meaningfully higher future earnings multiple. What's in the News Completed multi year share repurchase program, buying back a total of 20,745,590 shares (about 29.73 percent of shares outstanding) for approximately 586.1 million dollars under the authorization announced November 6, 2018 (company filing) The most recent tranche, from July 1, 2025 to September 30, 2025, saw the repurchase of 559,933 shares (around 0.93 percent of shares outstanding) for 14.95 million dollars (company filing) Valuation Changes The fair value estimate has risen significantly, from 15.00 dollars per share to approximately 28.34 dollars per share.Mise à jour du récit • Dec 17
DK: Ongoing Share Repurchases Will Support A Constructive Future Outlook
Analysts have modestly reduced their price target on Delek US Holdings to approximately 41 dollars and 50 cents from about 41 dollars and 93 cents, citing a slightly higher perceived discount rate and largely unchanged expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Completed long running share repurchase program announced in November 2018, retiring a total of 20,745,590 shares, or 29.73 percent of shares outstanding, for 586.1 million dollars (company filing) Most recent tranche, from July 1, 2025 to September 30, 2025, saw the company buy back 559,933 shares, or 0.93 percent of shares outstanding, for 14.95 million dollars (company filing) Valuation Changes The fair value estimate has decreased slightly, moving from about 41 dollars and 93 cents to approximately 41 dollars and 50 cents per share.Mise à jour du récit • Dec 03
DK: Share Repurchases And Tighter Margins Will Shape A Balanced Outlook
Analysts have modestly raised their price target on Delek US Holdings to approximately $41.93 from about $41.14, citing slightly improved revenue growth expectations despite some pressure on profit margins and a higher anticipated future P/E multiple. What's in the News Completed a long-running share repurchase program announced in November 2018, retiring a total of 20,745,590 shares (about 29.73% of shares outstanding) for approximately $586.1 million (company filing).Mise à jour du récit • Nov 19
DK: Share Buybacks And Higher Margins Will Shape Outlook Amid Revenue Pressure
Analysts have raised their price target for Delek US Holdings from $34.64 to $41.14 per share, citing improved profit margins and a more favorable profit outlook, even with slightly lower revenue forecasts. What's in the News Delek US Holdings has repurchased 559,933 shares between July 1, 2025 and September 30, 2025, totaling $14.95 million (Key Developments).Mise à jour du récit • Nov 03
DK: Share Repurchases And Margin Improvements Will Support Fair Valuation Outlook
Analysts have raised their price target for Delek US Holdings from $33.86 to $34.64, citing modest improvements in projected profit margins, even though expectations for revenue growth are slightly lower. What's in the News Delek US Holdings completed a repurchase of 1,027,395 shares between April 1, 2025 and August 6, 2025, totaling $20.83 million (Key Developments).Article d’analyse • Nov 02
Delek US Holdings (NYSE:DK) Has Announced A Dividend Of $0.255
Delek US Holdings, Inc.'s ( NYSE:DK ) investors are due to receive a payment of $0.255 per share on 17th of November...Mise à jour du récit • Oct 20
Enterprise Optimization And Midstream Investment Will Strengthen US Refining
Analysts have increased the price target for Delek US Holdings from $29.62 to $33.86, reflecting improved revenue growth expectations and strategic financial adjustments. What's in the News Between April 1, 2025 and August 6, 2025, Delek US Holdings repurchased 1,027,395 shares for $20.83 million.Mise à jour du récit • Oct 05
Enterprise Optimization And Midstream Investment Will Strengthen US Refining
Analysts have raised their price target for Delek US Holdings from $28.46 to $29.62 per share, citing a modest improvement in fair value while maintaining largely steady expectations for key financial metrics. What's in the News From April 1, 2025 to August 6, 2025, Delek US Holdings repurchased 1,027,395 shares, representing 1.69% of its outstanding shares, for $20.83 million (Key Developments).Mise à jour du récit • Sep 20
Enterprise Optimization And Midstream Investment Will Strengthen US Refining
The upward revision in Delek US Holdings' price target reflects improved sentiment driven by slightly better consensus revenue growth and a higher projected future P/E, raising the fair value estimate from $24.92 to $28.46. What's in the News Repurchased 1,027,395 shares for $20.83 million; total buyback under current program is 20,528,002 shares (29.36%) for $579.05 million.Mise à jour du récit • Sep 05
Enterprise Optimization And Midstream Investment Will Strengthen US Refining
A substantial decline in Delek US Holdings’ discount rate alongside a modest improvement in consensus revenue growth forecasts has driven a meaningful increase in the consensus analyst price target from $22.17 to $24.92. What's in the News Delek US Holdings completed the repurchase of 1,027,395 shares for $20.83 million during the latest tranche, bringing total buybacks to 20,528,002 shares (29.36%) for $579.05 million under the current program.Article d’analyse • Jul 15
Is There An Opportunity With Delek US Holdings, Inc.'s (NYSE:DK) 42% Undervaluation?
Key Insights The projected fair value for Delek US Holdings is US$44.84 based on 2 Stage Free Cash Flow to Equity Delek...Article d’analyse • May 03
Delek US Holdings' (NYSE:DK) Dividend Will Be $0.255
Delek US Holdings, Inc. ( NYSE:DK ) has announced that it will pay a dividend of $0.255 per share on the 19th of May...
Nouveau récit • Mar 24
Refinery Upgrades And Cost Cutting Will Drive Future Profitability
Improved operational performance and asset swaps enhance refinery profitability and revenue growth, positively impacting earnings and net margins.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$48m |
| Dec 31 2025 | US$8m | US$900k | -US$20m |
| Sep 30 2025 | n/a | n/a | -US$541m |
| Jun 30 2025 | n/a | n/a | -US$864m |
| Mar 31 2025 | n/a | n/a | -US$803m |
| Dec 31 2024 | US$7m | US$900k | -US$666m |
| Sep 30 2024 | n/a | n/a | -US$401m |
| Jun 30 2024 | n/a | n/a | -US$139m |
| Mar 31 2024 | n/a | n/a | -US$115m |
| Dec 31 2023 | US$8m | US$880k | -US$15m |
| Sep 30 2023 | n/a | n/a | US$42m |
| Jun 30 2023 | n/a | n/a | -US$69m |
| Mar 31 2023 | n/a | n/a | US$315m |
| Dec 31 2022 | US$6m | US$422k | US$225m |
| Sep 30 2022 | n/a | n/a | US$362m |
| Jun 30 2022 | n/a | n/a | US$367m |
| Mar 31 2022 | n/a | n/a | -US$52m |
| Dec 31 2021 | US$582k | US$35k | -US$128m |
| Sep 30 2021 | n/a | n/a | -US$408m |
| Jun 30 2021 | n/a | n/a | -US$508m |
| Mar 31 2021 | n/a | n/a | -US$364m |
| Dec 31 2020 | US$2m | US$589k | -US$611m |
| Sep 30 2020 | n/a | n/a | -US$288m |
| Jun 30 2020 | n/a | n/a | -US$149m |
| Mar 31 2020 | n/a | n/a | -US$158m |
| Dec 31 2019 | US$2m | US$423k | US$305m |
Rémunération vs marché: La rémunération totale de Avigal ($USD 7.68M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 6.94M ).
Rémunération et revenus: La rémunération de Avigal a augmenté alors que l'entreprise n'est pas rentable.
PDG
Avigal Soreq (48 yo)
4yrs
Titularisation
US$7,683,786
Compensation
Mr. Avigal Soreq serves as President, Chief Executive Officer and Director of Delek Logistics GP, LLC, a general partner of Delek Logistics Partners, LP since June 09, 2022 and serves as its chairman since...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 4yrs | US$7.68m | 0.51% $ 14.9m | |
| Executive VP & CFO | 1.3yrs | US$2.61m | 0.17% $ 5.0m | |
| Executive VP | 5.3yrs | US$1.81m | 0.12% $ 3.5m | |
| Executive Vice President of Special Projects | 6.2yrs | US$2.77m | 0.063% $ 1.8m | |
| Executive Vice President | no data | US$1.69m | 0.042% $ 1.2m | |
| Executive VP and President of Refining & Renewables | no data | US$2.75m | 0.076% $ 2.2m | |
| Executive VP and Chief Information & Data Officer | no data | pas de données | pas de données | |
| Executive Vice President of Strategy | no data | pas de données | pas de données | |
| Executive VP & Chief Human Resource Officer | no data | pas de données | pas de données | |
| Executive Vice President of Retail | 16.8yrs | US$949.32k | pas de données | |
| Executive Officer | 3.3yrs | US$3.65m | pas de données | |
| Senior Vice President of Refining Operations | 3.2yrs | pas de données | pas de données |
4.0yrs
Durée moyenne de l'emploi
54.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de DK est considérée comme expérimentée (ancienneté moyenne 4 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 4yrs | US$7.68m | 0.51% $ 14.9m | |
| Lead Independent Director | 12.2yrs | US$285.00k | 0.059% $ 1.7m | |
| Independent Director | 16.1yrs | US$286.31k | 0.011% $ 313.7k | |
| Independent Director | 6.4yrs | US$268.00k | 0.079% $ 2.3m | |
| Chairman of the Board | 25.2yrs | US$939.12k | 1.07% $ 31.1m | |
| Independent Director | 5.4yrs | US$268.00k | 0.030% $ 860.7k | |
| Independent Director | 7.3yrs | US$268.00k | 0.048% $ 1.4m | |
| Independent Director | 10.8yrs | US$275.00k | 0.086% $ 2.5m | |
| Independent Director | 4.3yrs | US$260.00k | 0.031% $ 911.3k | |
| Independent Director | 2.4yrs | US$260.00k | 0.019% $ 542.0k |
6.9yrs
Durée moyenne de l'emploi
63yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de DK sont considérés comme expérimentés (ancienneté moyenne 6.9 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/14 16:57 |
| Cours de l'action en fin de journée | 2026/06/12 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Delek US Holdings, Inc. est couverte par 25 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Yim Cheng | Barclays |
| Jean Ann Salisbury | BofA Global Research |
| Vikram Bagri | Citigroup Inc |