Delek US Holdings to Host Fourth Quarter 2025 Conference Call on February 27thJan 30, 2026 4:30 PM Eastern Standard Time# Delek US Holdings to Host Fourth Quarter 2025 Conference Call on February 27thShare---BRENTWOOD, Tenn.--([BUSINESS WIRE])--Delek US Holdings, Inc. (NYSE: DK) ("Delek US†) today announced that the Company intends to issue a press release summarizing fourth quarter 2025 results before the U.S. stock market opens on Friday, February 27, 2026. A conference call to discuss these results is ...

The live broadcast of this conference call will be available online by going to www.DelekLogistics.com and clicking on the webcasts section of the website. The online replay will be available on the website for 90 days. About Delek Logistics Partners, LP Delek Logistics is a midstream energy master limited partnership headquartered in Brentwood, Tennessee. Through its owned assets and joint ventures located primarily in and around the Permian Basin, the Delaware Basin and other select areas in the Gulf Coas ...

Company Overview - Delek US Holdings, Inc. is a diversified downstream energy company with a significant presence in oil refining, logistics, and retail fuel distribution across the southern United States [9] - The company generates revenue through integrated operations spanning crude oil refining, logistics (pipelines, storage, terminals), and retail fuel and merchandise sales [10] - As of January 20, 2026, Delek US Holdings reported a revenue of $10.67 billion and a net income of -$453.50 million, with a dividend yield of 3.63% [5] Recent Developments - On January 21, 2026, Kawa Capital Management, Inc disclosed that it sold its entire position in Delek US Holdings, unloading 200,000 shares for an estimated $6.45 million based on quarterly average pricing [2][3] - The sale eliminated a position that previously accounted for 11.7% of Kawa Capital's assets under management (AUM) as of the prior quarter, resulting in a net position value decline of $6.45 million [3][4][7] - Following the sale, Delek US Holdings shares were priced at $26.68, reflecting a 45.47% increase over the past year, outperforming the S&P 500 by 28.34 percentage points [4]

Core Viewpoint - Delek US Holdings, Inc. (NYSE:DK) has experienced a significant decline in share price and has had its price targets reduced by multiple analysts, reflecting a bearish outlook for the energy sector, particularly in crude oil and refining [1][3][4]. Group 1: Share Price Movement - The share price of Delek US Holdings, Inc. fell by 9.6% from January 9 to January 16, 2026, ranking it among the energy stocks that lost the most during that week [1]. Group 2: Price Target Adjustments - Scotiabank reduced its price target for Delek US Holdings from $40 to $34 while maintaining a 'Sector Perform' rating, indicating a cautious outlook as earnings are expected to be straightforward without major weather disruptions [3]. - Piper Sandler also lowered its price target from $47 to $40 but kept a 'Neutral' rating, citing a bearish crude outlook that may hinder sector performance against the broader market [4]. Group 3: Sector Outlook - Analysts suggest that while the refining sector may perform better than in 2025 due to tighter supply/demand dynamics and favorable crude differentials, the overall outlook for the energy sector remains challenging as it heads into 2026 [4].

Core Insights - The energy sector has several oversold stocks that present potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - Delek US Holdings Inc (NYSE:DK) has an RSI of 29.9, with a recent stock price of $29.01, down 3.8% on the last trading day and a 52-week low of $11.02 [5] - Expand Energy Corp (NASDAQ:EXE) has an RSI of 28.7, with a recent stock price of $99.52, down 1.9% on the last trading day and a 52-week low of $91.02 [5] - XCF Global Inc (NASDAQ:SAFX) has an RSI of 21.4, with a recent stock price of $0.14, up 2.8% on the last trading day but down 65% over the past month, with a 52-week low of $0.12 [5]

Shares of Delek US Holdings ( DK ) have been a strong performer over the past year, gaining 52%, as regulatory activities have greatly improved the company’s financial position. That said, shares have dropped about 25% from their recent highs, as focusOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, ju ...

Core Viewpoint - Delek US Holdings (DK) has shown strong performance over the past year with a 52% increase in share value, attributed to improved regulatory activities enhancing the company's financial position. However, shares have recently declined by approximately 25% from their recent highs [1]. Summary by Relevant Sections - **Company Performance**: Delek US Holdings has experienced a significant share price increase of 52% over the past year, indicating strong market performance [1]. - **Regulatory Impact**: The improvement in the company's financial position is largely due to favorable regulatory activities [1]. - **Recent Share Price Decline**: Despite the overall positive performance, shares have dropped about 25% from their recent highs, suggesting potential volatility or market corrections [1].

Core Viewpoint - The energy sector has several oversold stocks that present potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - Delek US Holdings Inc (NYSE:DK) has an RSI value of 24, with a stock price decline of approximately 23% over the past month, reaching a 52-week low of $11.02 [5] - Par Pacific Holdings Inc (NYSE:PARR) has an RSI value of 27.9, with a stock price decline of around 24% over the past month, hitting a 52-week low of $11.86 [6] - PermRock Royalty Trust (NYSE:PRT) has an RSI value of 13.6, with a stock price decline of about 27% over the past month, reaching a 52-week low of $2.73 [6] Group 2: Price Actions and Analyst Ratings - Delek US Holdings closed at $29.66 after a 0.9% drop on Wednesday, with an analyst rating of Outperform and a price target raised from $45 to $51 [5] - Par Pacific closed at $35.14 after a 1.1% drop on Wednesday, with a capital expenditure guidance of $190 million to $220 million for 2026 [6] - PermRock Royalty Trust closed at $2.79 after a 4.6% drop on Wednesday, reporting second-quarter earnings of 10 cents per share, down from 11 cents per share year-over-year [6]

Core Viewpoint - The energy sector has several oversold stocks that present potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - Delek US Holdings Inc (NYSE:DK) has an RSI value of 24, with a stock price decline of approximately 23% over the past month, reaching a 52-week low of $11.02 [5] - Par Pacific Holdings Inc (NYSE:PARR) has an RSI value of 27.9, with a stock price decline of around 24% over the past month, hitting a 52-week low of $11.86 [6] - PermRock Royalty Trust (NYSE:PRT) has an RSI value of 13.6, with a stock price decline of about 27% over the past month, reaching a 52-week low of $2.73 [6] Group 2: Price Actions and Analyst Ratings - Delek US Holdings closed at $29.66 after a 0.9% drop, with an analyst rating of Outperform and a price target raised from $45 to $51 [5] - Par Pacific closed at $35.14 after a 1.1% drop, with recent capital expenditure guidance announced [6] - PermRock Royalty Trust closed at $2.79 after a 4.6% drop, with second-quarter earnings reported at 10 cents per share, down from 11 cents per share year-over-year [6]

Group 1 - Callodine Capital Management fully liquidated its position in Delek US Holdings, selling all 717,245 shares, which represented 1.57% of its assets, resulting in a position reduction valued at $15.19 million [2][7] - Delek US Holdings has seen its stock price increase by 60% over the past year, reaching $29.66, significantly outperforming the S&P 500, which rose about 16% in the same period [3][4] - The company reported a revenue of $10.67 billion and a net income loss of $514.90 million for the trailing twelve months (TTM) [4][10] Group 2 - Delek US Holdings operates as an integrated downstream energy company, involved in refining, logistics, and retail operations, supplying a variety of petroleum products across multiple channels [6][9] - The company generated revenue primarily through refining operations, logistics services, and retail fuel and merchandise sales, serving a diverse customer base including oil companies and the U.S. government [9][10] - Recent financial results showed a profit of $178 million in the last quarter, a significant improvement from a $76.8 million loss the previous year, largely due to a $280.8 million benefit from government exemptions [10][11]