Delek US Holdings Inc (DK)

In the past six months, Delek US Holdings, Inc. stock has experienced several notable events. On November 7, 2025, the company's stock reached a 52-week high of $43.50. On February 6, 2026, the closing price was $35.53. The stock closed at $32.71 on Wednesday, February 4, 2026, which was 24.80% below its 52-week high. Recent daily movements include a price drop of 5.02% to $28.03 on February 2, 2026, and the price rising above its 50-day moving average to $32.09 on February 4, 2026. The company reported its third-quarter 2025 results on November 7, 2025, with a net income of $178.0 million and adjusted net income of $434.2 million. An EVP sold 27,000 shares of the company's stock on November 11, 2025, at an average price of $41.36. The 52-week low for the stock was $11.03.

Demand for Delek US Holdings' products and services exhibits seasonality. The company's supply and marketing segment typically experiences lower demand in the first quarter, with improvements anticipated in the second quarter. Despite seasonal fluctuations, Delek US observes a positive trend in diesel demand, with inventories at five-year lows, and decent levels of gasoline demand. The company notes that more refinery closures than expected, combined with increasing demand, contribute to a constructive market environment. Delek US Holdings projects a favorable market outlook for gasoline and diesel demand, potentially extending through the end of the decade.

Delek US Holdings, Inc. is a diversified downstream energy company operating in the Energy sector, specifically within the Oil & Gas Refining & Marketing industry. The company's core business involves petroleum refining, logistics, pipelines, and renewable fuels. Delek US Holdings produces a range of major products, including various grades of gasoline, diesel fuel, aviation fuel, asphalt, and other petroleum-based products. Additionally, the company is involved in biodiesel production and operates retail fuel and convenience stores.

Headquartered in Brentwood, Tennessee, Delek US Holdings, Inc. operates across nine states. Its refining operations are strategically located in Tyler and Big Spring, Texas; El Dorado, Arkansas; and Krotz Springs, Louisiana. The company's logistics segment extends to select regions of the southeastern United States, North Dakota, the Midland Basin in Texas, and the Delaware Basin in New Mexico and West Texas. Retail fuel and convenience stores are primarily found in the Southeast region of the United States.

Delek US Holdings has maintained a positive brand reputation in the past year, as evidenced by several recognitions. The company was ranked #1942 in Forbes Global 2000 for 2024 and #336 for Fortune 500 in 2025. It has been recognized as an ESG leader by ISS, MSCI, and Sustainalytics. In 2023, Delek US received the Human Resource Standard Institute Award for ISO Standards for DEI. Furthermore, the company was listed among TIMES World's Best Companies in 2024. No specific events negatively impacting Delek US Holdings' reputation in the past year were found in the provided information.

Delek US Holdings, Inc. has a diverse ownership structure. Institutional investors hold approximately 50.24% of the company's stock, while insiders own about 2.56%, and public companies and individual investors account for 47.20%. There are 445 institutional owners and shareholders who have filed 13D/G or 13F forms, collectively holding 70,695,655 shares. Major institutional shareholders include Vanguard Group Inc, BlackRock, Inc., River Road Asset Management, LLC, Rubric Capital Management LP, Goldman Sachs Group Inc, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Barclays Plc, Ion Asset Management Ltd., and Morgan Stanley.