5 Stocks Riding Strong Price Momentum Into the Final Quarter
PBF, BP, DK, CVE and CBRL combine strong relative price momentum with rising earnings estimates into the final quarter.
Stock Taper 
DK
$75.40
▲ UP 1.63% (1.21)
KEY STATISTICS
Market Cap$4.60 B
52w High$82.27
52w Low$25.85
Dividend Yield1.61%
FrequencyQuarterly
P/E10.03
Volume1.42M
Shares Out.61.29M
COMPANY
LEADERSHIP
CHIEF EXECUTIVE
Avigal Soreq
COMPENSATION 2026
Salary$900,000
Stock Awards$4,832,195
Incentive Plan Pay$1,895,544
All Other Comp.$56,047
Total$7,683,786
ABOUT
SECTOR
Energy
WENT PUBLIC
May 4, 2006
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
1,902
PRICE TARGET
Target High$90.00
Target Low$48.00
Target Median$82.00
Target Consensus$77.14
UPCOMING EARNINGS
DateNov 6, 2026
DayFriday
Rev. Est.$3.55B
NOV
6
FRI
ETFS HOLDING THIS STOCK
ETFS HOLDING
191
LISTED HERE
10
RANKED BY POSITION SIZE
INSTITUTIONAL OWNERSHIP
SHARES OWNED
53.40%
HOLDERS
436
TOP 8 OF 436 · RANKED BY POSITION SIZE
PRICE
$75.40 ▲ UP 1.63% (+$1.21)About Delek US Holdings, Inc.
https://www.delekus.com ↗Delek US Holdings is a Tennessee-based integrated energy company operating refining, logistics, and retail segments across the U.S., producing petroleum products, transporting and storing crude and refined fuels, and managing convenience stores pr...
INDUSTRY
Oil & Gas Refining & Marketing
A SERVICE DELEK US HOLDINGS, INC. IS KNOWN FOR
Petroleum Refining
Delek US Holdings is a diversified downstream energy company operating four refineries in Texas, Arkansas, and Louisiana with a capacity of 302,000 barrels per day, producing gasoline, diesel, and jet fuel for transportation and industrial markets.
Delek US Holdings in 2025
SENTIMENT: + POSITIVE
EARNINGS · NOVEMBER 2025
Delek US Holdings Reports Blowout Q3 2025 Earnings Boosted by Major EPA Refinery Exemptions
Delek US announced blockbuster third-quarter 2025 financial results, with adjusted EPS of $7.13 far exceeding analyst forecasts. The massive earnings beat was largely driven by a $280.8 million benefit after the U.S. Environmental Protection Agency (EPA) granted the company Small Refinery Exemptions (SREs) for past compliance periods, significantly improving the company's free cash flow outlook. This major regulatory win and its substantial positive financial impact put the company in the spotlight for investors and analysts.
RESTRUCTURING · Q1 2025 · IN PROGRESS
Delek US Accelerates 'Sum of the Parts' Strategy with Midstream Deconsolidation Efforts
In 2025, Delek US Holdings intensified its 'Sum of the Parts' (SOTP) strategy, focusing on the deconsolidation of its midstream logistics partnership, Delek Logistics Partners (DKL), to unlock shareholder value. This strategic shift involves increasing the economic separation between the parent company and DKL, highlighted by DKL's acquisition of Gravity Water Midstream and new intercompany agreements aimed at making DKL a more independent entity.
Latest News
EARLIER COVERAGE
Delek US Stock Gains 48% in 6 Months: What's Driving the Rally?
DK's strong refining margins, high utilization and logistics growth are driving higher earnings expectations and cash-flow potential.
RATINGS SNAPSHOT
Overall rating: B-
Discounted Cash Flow1
Return On Equity5
Return On Assets5
Debt To Equity1
Price To Earnings2
Price To Book1
Overall Score3
MOST RECENT ANALYST GRADES
GRADE SUMMARY
NEUTRAL 4
BUY 2
OUTPERFORM 2
EQUAL WEIGHT 1
OVERWEIGHT 1
SECTOR PERFORM 1
11 GRADES IN THE LAST 12 MONTHS
SECTORS PEERS
| PEER | PRICE | |
|---|---|---|
 INSW | $116.95 | COMPARE |
 CRGY | $13.73 | COMPARE |
 PTEN | $11.68 | COMPARE |
 PARR | $88.08 | COMPARE |
 TRMD | $40.88 | COMPARE |
 DKL | $55.34 | COMPARE |
 NOG | $24.39 | COMPARE |
 WKC | $36.59 | COMPARE |
TRADES BY CONGRESS
HOUSE TRADES
Van Taylor
Sale (Full)
2019-03-25
INSIDER TRADES
★
DIRECTOR
FINNERTY WILLIAM J
Sale · 1.6K shares
2026-09-11
★
DIRECTOR
FINNERTY WILLIAM J
Sale · 1.3K shares
2026-09-11
★
OFFICER: EVP, REFINING
Russell Amber
Sale · 5.4K shares
2026-09-11
★
OFFICER: EVP, DELEK LOGISTICS
Hobbs Mark Wayne
Sale · 1.2K shares
2026-09-10