Delek US Holdings Management
Management criteria checks 3/4
Delek US Holdings' CEO is Avigal Soreq, appointed in Jun 2022, has a tenure of 3.83 years. total yearly compensation is $7.68M, comprised of 11.7% salary and 88.3% bonuses, including company stock and options. directly owns 0.53% of the company’s shares, worth $12.94M. The average tenure of the management team and the board of directors is 3.8 years and 6.7 years respectively.
Key information
Avigal Soreq
Chief executive officer
US$7.7m
Total compensation
| CEO salary percentage | 11.71% |
| CEO tenure | 3.8yrs |
| CEO ownership | 0.5% |
| Management average tenure | 3.8yrs |
| Board average tenure | 6.7yrs |
Recent management updates
Recent updates
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.
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.Delek US Holdings: Iran War Benefits Justify The Rally (Downgrade)
Apr 02
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.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.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.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%.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.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).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.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.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).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).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).Delek US Holdings (NYSE:DK) Has Announced A Dividend Of $0.255
Nov 02
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.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).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.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.Is There An Opportunity With Delek US Holdings, Inc.'s (NYSE:DK) 42% Undervaluation?
Jul 15Delek US Holdings' (NYSE:DK) Dividend Will Be $0.255
May 03
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.Delek US Holdings: Why Sum Of The Parts Seems Like A Mistake
Jun 14CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| 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$305m |
Compensation vs Market: Avigal's total compensation ($USD7.68M) is about average for companies of similar size in the US market ($USD7.00M).
Compensation vs Earnings: Avigal's compensation has increased whilst the company is unprofitable.
CEO
Avigal Soreq (47 yo)
3.8yrs
Tenure
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 3.8yrs | US$7.68m | 0.53% $ 12.9m | |
| Executive VP & CFO | 1.1yrs | US$2.61m | 0.18% $ 4.4m | |
| Executive VP | 5.2yrs | US$1.81m | 0.12% $ 3.0m | |
| Executive Vice President of Special Projects | 6yrs | US$2.77m | 0.081% $ 2.0m | |
| Executive Vice President | no data | US$1.69m | 0.061% $ 1.5m | |
| Executive VP and President of Refining & Renewables | no data | US$2.75m | 0.078% $ 1.9m | |
| Executive VP and Chief Information & Data Officer | no data | no data | no data | |
| Executive Vice President of Strategy | no data | no data | no data | |
| Executive VP & Chief Human Resource Officer | no data | no data | no data | |
| Executive Vice President of Retail | 16.6yrs | US$949.32k | no data | |
| Executive Officer | 3.1yrs | US$3.65m | no data | |
| Senior Vice President of Refining Operations | 3yrs | no data | no data |
3.8yrs
Average Tenure
53.5yo
Average Age
Experienced Management: DK's management team is considered experienced (3.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 3.8yrs | US$7.68m | 0.53% $ 12.9m | |
| Lead Independent Director | 12yrs | US$285.00k | 0.061% $ 1.5m | |
| Independent Director | 15.9yrs | US$286.31k | 0.011% $ 272.7k | |
| Independent Director | 6.3yrs | US$268.00k | 0.081% $ 2.0m | |
| Chairman of the Board | 25yrs | US$939.12k | 1.33% $ 32.8m | |
| Independent Director | 5.3yrs | US$268.00k | 0.033% $ 798.2k | |
| Independent Director | 7.2yrs | US$268.00k | 0.057% $ 1.4m | |
| Independent Director | 10.7yrs | US$275.00k | 0.088% $ 2.2m | |
| Independent Director | 4.1yrs | US$260.00k | 0.032% $ 792.1k | |
| Independent Director | 2.3yrs | US$260.00k | 0.019% $ 471.0k |
6.7yrs
Average Tenure
62yo
Average Age
Experienced Board: DK's board of directors are considered experienced (6.7 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/29 05:37 |
| End of Day Share Price | 2026/04/29 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Delek US Holdings, Inc. is covered by 25 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Yim Cheng | Barclays |
| Jean Ann Salisbury | BofA Global Research |
| Vikram Bagri | Citigroup Inc |