Delek US Holdings マネジメント
マネジメント 基準チェック /34
Delek US Holdingsの CEO はAvigal Soreqで、 Jun2022年に任命され、 の在任期間は 4.08年です。 の年間総報酬は$ 7.68Mで、 11.7%給与と88.3%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.51%を直接所有しており、その価値は$ 17.46M 。経営陣と取締役会の平均在任期間はそれぞれ4.1年と7年です。
主要情報
Avigal Soreq
最高経営責任者
US$7.7m
報酬総額
| CEO給与比率 | 11.71% |
| CEO在任期間 | 4.1yrs |
| CEOの所有権 | 0.5% |
| 経営陣の平均在職期間 | 4.1yrs |
| 取締役会の平均在任期間 | 7yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jul 07
DK: Refining Tailwinds And Buyback History Will Still Fail To Support P/E
Analysts have raised their price target on Delek US Holdings from $33.00 to approximately $37.29, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for Delek US Holdings TD Cowen upgraded Delek US Holdings from Hold to Buy, with analyst Jason Gabelman raising the price target from US$50 to US$58, citing confidence in the company’s refining operations and the impact of small refinery exemptions.
ナラティブの更新 • Jun 23
DK: Operational Improvements And Cost Controls Will Support A More Constructive Outlook
Analysts have raised their price target on Delek US Holdings to $52.58 from $49.38, citing updated assumptions around revenue growth, profit margins, the discount rate, and the future P/E multiple used in their valuation work. What’s in the News for Delek US Holdings Director Vicky Sutil sold 1,871 Delek US Holdings shares on June 3, 2026, for about US$223,966.分析記事 • Jun 18
Delek US Holdings (DK) Stock Could Be 14.3% Undervalued After Recent Pullback
Recent trading in Delek US Holdings (DK) has drawn attention after the stock ended the latest session at $42.34, with moves over the past week and month showing declines alongside strong year to date and 1 year total returns. See our latest analysis for Delek US Holdings. The recent pullback, including a 3.88% one day share price decline and weaker 7 day and 30 day share price returns, contrasts with Delek US Holdings' much stronger 1 year and multi year total shareholder returns. This...Seeking Alpha • Jun 14
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
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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%.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$305m |
報酬と市場: Avigalの 総報酬 ($USD 7.68M ) は、 US市場 ($USD 6.98M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Avigalの報酬は増加しましたが、会社は利益を上げていません。
CEO
Avigal Soreq (48 yo)
4.1yrs
在職期間
US$7,683,786
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 4.1yrs | US$7.68m | 0.51% $ 17.5m | |
| Executive VP & CFO | 1.3yrs | US$2.61m | 0.17% $ 5.9m | |
| Executive VP | 5.4yrs | US$1.81m | 0.12% $ 4.0m | |
| Executive Vice President of Special Projects | 6.3yrs | US$2.77m | 0.060% $ 2.1m | |
| Executive Vice President | no data | US$1.69m | 0.076% $ 2.6m | |
| Executive VP and President of Refining & Renewables | no data | US$2.75m | 0.076% $ 2.6m | |
| Executive VP and Chief Information & Data Officer | no data | データなし | データなし | |
| Executive Vice President of Strategy | no data | データなし | データなし | |
| Executive VP & Chief Human Resource Officer | no data | データなし | データなし | |
| Executive Vice President of Retail | 16.8yrs | US$949.32k | データなし | |
| Executive Officer | 3.3yrs | US$3.65m | データなし | |
| Senior Vice President of Refining Operations | 3.3yrs | データなし | データなし |
4.1yrs
平均在職期間
54.5yo
平均年齢
経験豊富な経営陣: DKの経営陣は 経験豊富 であると考えられます ( 4.1年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 4.1yrs | US$7.68m | 0.51% $ 17.5m | |
| Lead Independent Director | 12.3yrs | US$285.00k | 0.057% $ 2.0m | |
| Independent Director | 16.2yrs | US$286.31k | 0.016% $ 565.1k | |
| Independent Director | 6.5yrs | US$268.00k | 0.091% $ 3.1m | |
| Chairman of the Board | 25.3yrs | US$939.12k | 1.08% $ 37.1m | |
| Independent Director | 5.5yrs | US$268.00k | 0.035% $ 1.2m | |
| Independent Director | 7.4yrs | US$268.00k | 0.054% $ 1.8m | |
| Independent Director | 10.9yrs | US$275.00k | 0.097% $ 3.3m | |
| Independent Director | 4.3yrs | US$260.00k | 0.043% $ 1.5m | |
| Independent Director | 2.5yrs | US$260.00k | 0.030% $ 1.0m |
7.0yrs
平均在職期間
63yo
平均年齢
経験豊富なボード: DKの 取締役会 は 経験豊富 であると考えられます ( 7年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/09 20:17 |
| 終値 | 2026/07/09 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Delek US Holdings, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24
| アナリスト | 機関 |
|---|---|
| Yim Cheng | Barclays |
| Jean Ann Salisbury | BofA Global Research |
| Vikram Bagri | Citigroup Inc |