Delek US Holdings rallies as strong refining economics and recent results fuel gains

Delek US Holdings (DK) is up 11.6% today. Here is some analysis on what might have caused this price movement. ([ir.delekus.com](https://ir.delekus.com/overview/default.aspx?utm_source=openai))

Analysis: There does not appear to be a fresh company-specific announcement on August 21, 2026, so the move looks most closely tied to a combination of Delek’s strong second-quarter results and an exceptionally favorable refining backdrop. This could be because investors are continuing to reprice refiners upward as diesel and other product margins remain unusually strong. ([ir.delekus.com](https://ir.delekus.com/news/news-details/2026/Delek-US-Holdings-Reports-Second-Quarter-2026-Results/default.aspx?utm_source=openai))

Details:

Sources:

Delek US Holdings Investor Relations, U.S. Energy Information Administration, SEC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$DK Insider Trading Activity

$DK insiders have traded $DK stock on the open market 49 times in the past 6 months. Of those trades, 0 have been purchases and 49 have been sales.

Here’s a breakdown of recent trading of $DK stock by insiders over the last 6 months:

• EZRA UZI YEMIN has made 0 purchases and 19 sales selling 480,000 shares for an estimated $26,115,776.
• AVIGAL SOREQ (President & CEO) has made 0 purchases and 7 sales selling 130,000 shares for an estimated $7,374,971.
• REUVEN SPIEGEL (EVP, Special Projects) has made 0 purchases and 3 sales selling 40,000 shares for an estimated $1,982,500.
• SHLOMO ZOHAR has made 0 purchases and 6 sales selling 41,715 shares for an estimated $1,848,485.
• JOSEPH ISRAEL (EVP) sold 38,000 shares for an estimated $1,544,700
• MARK WAYNE HOBBS (EVP, Delek Logistics) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $1,291,765.
• WILLIAM J FINNERTY has made 0 purchases and 4 sales selling 20,392 shares for an estimated $953,008.
• ROBERT G. WRIGHT (EVP) sold 10,720 shares for an estimated $504,590
• DENISE CLARK MCWATTERS (EVP, Gen Counsel & Corp Sec) sold 11,988 shares for an estimated $495,464
• VICKY SUTIL has made 0 purchases and 4 sales selling 8,629 shares for an estimated $395,194.
• LAURIE Z. TOLSON sold 4,921 shares for an estimated $227,842

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$DK Hedge Fund Activity

We have seen 164 institutional investors add shares of $DK stock to their portfolio, and 160 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,170,039 shares (+inf%) to their portfolio in Q2 2026, for an estimated $59,449,681
• GOLDMAN SACHS GROUP INC removed 770,643 shares (-32.6%) from their portfolio in Q2 2026, for an estimated $39,156,370
• T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 769,745 shares (+241.5%) to their portfolio in Q2 2026, for an estimated $39,110,743
• RIVER ROAD ASSET MANAGEMENT, LLC removed 643,127 shares (-25.9%) from their portfolio in Q2 2026, for an estimated $32,677,282
• DIMENSIONAL FUND ADVISORS LP added 637,728 shares (+inf%) to their portfolio in Q2 2026, for an estimated $32,402,959
• FOREST AVENUE CAPITAL MANAGEMENT LP added 534,227 shares (+81.7%) to their portfolio in Q2 2026, for an estimated $27,144,073
• DRIEHAUS CAPITAL MANAGEMENT LLC removed 449,396 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $22,833,810

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$DK Price Targets

Multiple analysts have issued price targets for $DK recently. We have seen 8 analysts offer price targets for $DK in the last 6 months, with a median target of $54.5.

Here are some recent targets:

• Jason Gabelman from TD Cowen set a target price of $58.0 on 06/29/2026
• Joe Laetsch from Morgan Stanley set a target price of $45.0 on 06/12/2026
• Nitin Kumar from Mizuho set a target price of $60.0 on 05/27/2026
• Neil Mehta from Goldman Sachs set a target price of $55.0 on 04/13/2026
• Vikram Bagri from Citigroup set a target price of $44.0 on 04/13/2026
• Manav Gupta from UBS set a target price of $48.0 on 04/10/2026
• Sam Margolin from Wells Fargo set a target price of $59.0 on 03/31/2026

This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.