Delek US Holdings, Inc.

NYSE:DK Voorraadrapport

Marktkapitalisatie: US$2.9b

Delek US Holdings Dividenden en inkoop

Dividend criteriumcontroles 3/6

Delek US Holdings is een dividendbetalend bedrijf met een huidig rendement van 2.16%.

Belangrijke informatie

2.2%

Dividendrendement

1.7%

Terugkoop Rendement

Totaal aandeelhoudersrendement3.8%
Toekomstig dividendrendement2.2%
Dividendgroei3.7%
Volgende betaaldatum dividendn/a
Ex-dividenddatumn/a
Dividend per aandeeln/a
Uitbetalingsratio-127%

Recente updates van dividend en inkoop

Analyseartikel 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...

Recent updates

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
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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%.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
User avatar
Nieuw narratief 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.

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: De dividendbetalingen van DK zijn de afgelopen 10 jaar volatiel geweest.

Groeiend dividend: De dividendbetalingen van DK zijn de afgelopen 10 jaar gestegen.


Dividendrendement versus markt

Delek US Holdings Dividendrendement versus markt
Hoe verhoudt DK dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (DK)2.2%
Markt onderkant 25% (US)1.4%
Markt Top 25% (US)4.1%
Gemiddelde industrie (Oil and Gas)3.3%
Analist prognose (DK) (tot 3 jaar)2.2%

Opmerkelijk dividend: Het dividend van DK ( 2.16% ) is hoger dan dat van de onderste 25% van de dividendbetalers op de US markt ( 1.38% ).

Hoog dividend: Het dividend DK ( 2.16% ) is laag vergeleken met de top 25% van dividendbetalers in de US markt ( 4.14% ).


Winstuitkering aan aandeelhouders

Verdiendekking: DK keert dividend uit, maar het bedrijf is verliesgevend.


Contante uitbetaling aan aandeelhouders

Kasstroomdekking: Met zijn lage cash payout ratio ( 13.5% ) worden de dividendbetalingen van DK volledig gedekt door kasstromen.


Ontdek bedrijven met een sterk dividend

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/15 16:48
Aandelenkoers aan het einde van de dag2026/06/12 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Delek US Holdings, Inc. wordt gevolgd door 25 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Yim ChengBarclays
Jean Ann SalisburyBofA Global Research
Vikram BagriCitigroup Inc