Delek US
About: Delek US Holdings Inc is an integrated energy business focused on petroleum refining, transportation and storage; wholesale crude oil, intermediate, and refined products, and convenience stores retailing. The company owns and operates independent refineries that produce a variety of petroleum products for transportation and industrial markets in the United States. Delek's logistics segment sells portions of the petroleum products its refineries produce. The logistics segment generates revenue through gathering, transporting, and storing crude oil and intermediate products, as well as by marketing, storing, and distributing refined products. The company also offers a collection of retail fuel and convenience stores operating in the Southeast region of the United States.
Employees: 3,591
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
300% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 4 (+3) [Q4]
35% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 57
17% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 42
3.87% more ownership
Funds ownership: 105.02% [Q3] → 108.89% (+3.87%) [Q4]
2% more funds holding
Funds holding: 210 [Q3] → 214 (+4) [Q4]
9% more call options, than puts
Call options by funds: $31.8M | Put options by funds: $29.3M
1% more capital invested
Capital invested by funds: $1.26B [Q3] → $1.27B (+$13.8M) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Mizuho Nitin Kumar 49% 1-year accuracy 35 / 71 met price target | 50%upside $25 | Neutral Maintained | 16 Dec 2024 |
JP Morgan John Royall 31% 1-year accuracy 5 / 16 met price target | 32%upside $22 | Neutral Maintained | 10 Dec 2024 |
Wells Fargo Roger Read 39% 1-year accuracy 43 / 109 met price target | 4%downside $16 | Underweight Maintained | 9 Dec 2024 |
Financial journalist opinion
Based on 6 articles about DK published over the past 30 days
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