Delek US Holdings, INC

Market Movers (8-K)

NYSE
Delek US Holdings, Inc. announced its Board of Directors has approved a quarterly dividend of $0.255 per share, payable on August 10, 2026.
NYSE
Delek US Holdings, Inc. successfully refinanced its term loan credit facility, reducing outstanding principal to $850 million, extending maturity to 2032, and lowering interest rates.
Better than expected
NYSE
Delek US Holdings announced its first quarter 2026 financial results, reporting a net loss of $201.3 million but an adjusted net income of $4.7 million, alongside a significant increase in Adjusted EBITDA.
NYSE
Delek US Holdings held its 2026 Annual Meeting, where stockholders approved the 2026 Long-Term Incentive Plan and elected ten directors, with advisory approval for executive compensation.
NYSE
Delek US Holdings, Inc. has amended its credit agreement, increasing its revolving loan commitments and extending the maturity date.
NYSE
Delek US Holdings announced significantly improved fourth-quarter 2025 results, raising its Enterprise Optimization Plan cash flow improvement guidance and reporting record performance from Delek Logistics.
Delay expected
Better than expected

Quarterly Earnings (10-Q)

NYSE
Delek US Holdings reported a net loss of $190.9 million for the first quarter of 2026, impacted by refinery turnarounds and market uncertainties, though refining margins improved significantly.
Worse than expected
NYSE
Delek US Holdings posted a significant turnaround to profit in Q3 2025, driven by improved refining margins and a substantial benefit from small refinery exemptions, despite a year-to-date loss.
Better than expected
Capital raise
NYSE
Delek US Holdings, Inc. reported a significantly wider net loss in the second quarter of 2025 and year-to-date, despite strategic acquisitions and improved refining margins in the quarter.
Capital raise
Worse than expected
NYSE
Delek US Holdings reports a net loss for Q1 2025, impacted by lower refining margins and strategic business realignments, including the Gravity Acquisition and ongoing 'sum of the parts' initiatives.
Worse than expected
NYSE
Delek US Holdings reported a net loss for the third quarter of 2024, primarily due to lower refining margins and decreased revenues, despite strategic moves including the sale of retail assets and the acquisition of H2O Midstream.
Worse than expected
Capital raise
NYSE
Delek US Holdings reported a net loss for the second quarter of 2024, while also announcing significant strategic moves including the sale of its retail segment and the acquisition of H2O Midstream.
Worse than expected
Capital raise

Annual Reports (10-K)

NYSE
Delek US Holdings reported a significant turnaround in 2025, moving from a net loss to net income, driven by increased refining margins and strategic acquisitions in its logistics segment, despite ongoing geopolitical and commodity market volatility.
Capital raise
Better than expected
NYSE
Delek US Holdings reports its 10-K filing, highlighting a strategic shift towards sustainability amidst declining refining margins and key acquisitions.
Worse than expected
NYSE
Delek US Holdings, Inc.'s 10-K filing details the terms of its common stock, preferred stock issuance capabilities, anti-takeover provisions, and compliance with SEC regulations.
Worse than expected

Insider Trading (Form 4)

NYSE
William J. Finnerty, a Director at Delek US Holdings, Inc., reported a transaction involving the purchase of 5,000 shares of common stock.
NYSE
Director William J. Finnerty acquired 3,436 shares of Delek US Holdings, Inc. common stock at a price of $48.01 per share.
NYSE
Director Vicky Sutil acquired 3,436 shares of Delek US Holdings, Inc. common stock at a price of $48.01 per share.
NYSE
Delek US Holdings CFO Mark Wayne Hobbs reported the withholding of 823 shares to cover tax obligations related to equity vesting.
NYSE
Robert G. Wright, EVP of Delek US Holdings, Inc., reported the withholding of 846 shares for tax purposes upon the vesting of equity awards.
NYSE
Delek US Holdings CEO Avigal Soreq reported the withholding of 3,810 shares to cover tax obligations related to equity vesting.

Proxy Statements (Def-14A)

NYSE
Delek US Holdings, Inc. has filed a definitive proxy statement with the SEC.
NYSE
Delek US Holdings sets date for its 2025 Annual Meeting of Stockholders, outlining key proposals and voting procedures.
NYSE
Delek US Holdings, Inc. has scheduled its annual stockholder meeting for May 2, 2024, and is seeking votes on director elections, executive compensation, and other corporate matters.
NYSE
Delek US Holdings will hold its 2024 Annual Meeting of Stockholders virtually on May 2, 2024, to vote on director elections, executive compensation, officer exculpation, and auditor ratification.

Schedule 13D - Activist Investments

NYSE
Delek US Holdings, Inc. and its subsidiaries report a significant beneficial ownership stake of 63.0% in Delek Logistics Partners, LP, totaling 33,508,831 common units.

Schedule 13G - Passive Investments

NYSE
State Street Corporation has reported beneficial ownership of 5.1% of Delek US Holdings' common stock as of March 31, 2026.
NYSE
Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC have filed a Schedule 13G, reporting beneficial ownership of 5.3% of Delek US Holdings, Inc. common stock as of March 31, 2026.
NYSE
Vanguard Capital Management has filed a Schedule 13G reporting a 5.12% beneficial ownership stake in Delek US Holdings Inc.
NYSE
Vanguard Portfolio Management has reported a beneficial ownership of 6.17% in Delek US Holdings, Inc. common stock as of March 31, 2026.
NYSE
The Vanguard Group reports 0% beneficial ownership in Delek US Holdings Inc. following an internal organizational realignment.
NYSE
Goldman Sachs Group and its subsidiary have reported a 4.8% passive beneficial ownership stake in Delek US Holdings, Inc. as of December 31, 2025.