DK

The past six months have seen several events impacting Delek US Holdings, Inc.'s stock price. These include the Q1 2026 earnings release on April 29, 2026, and the successful completion of a turnaround at its Big Spring refinery in Q1 2026, which was executed safely, on time, and within budget, positioning the company to capture improved margins. Delek and Delek Logistics also announced the refinancing of their revolving credit facilities in Q1 2026, increasing consolidated borrowing capacity by $300 million and extending maturities to 2031. The company held its second-quarter 2026 earnings conference call on August 5, 2026. On August 31, 2026, Delek welcomed the Trump Administration's decisions on 2025 small refinery exemptions, which can ease Renewable Fuel Standard costs. On September 24, 2026, Delek US Holdings, Inc. announced the pricing of $400 million of convertible senior notes. Insider selling occurred on September 11, 2026, with Amber Russell, EVP of Refining, selling 5,392 shares of Delek US common stock. In September 2026, oil prices rose due to renewed geopolitical concerns, and refined products remained scarce, creating a favorable environment for refiners like Delek. In October 2026, Mizuho downgraded Delek US to Neutral from Outperform, citing valuation, while Freedom Broker initiated coverage with a Hold rating. Reports in September 2026 also indicated the Trump Administration was considering using the Defense Production Act to boost oil refining capacity.