Delek US Holdings stock gained 1.63 percent on October 5
Published on 10/06/2026 at 09:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Delek US Holdings stock (ISIN US24665A1034) was last at USD 75.40 on the NYSE on October 5, 2026, up 1.63 percent from the previous close. The move came as investors weighed a profitable second quarter and a new financing transaction that could support debt reduction.
Second-quarter revenue rises 47.8 percent
Delek US reported net revenue of USD 4.087 billion for the quarter ended June 30, 2026, compared with USD 2.7646 billion a year earlier. Net income attributable to Delek reached USD 169.5 million, reversing a USD 106.4 million net loss in the year-earlier quarter, according to MetaTrader.
The same filing summary puts EBITDA attributable to Delek at USD 433.9 million, versus USD 67.0 million in the second quarter of 2025. Refining margin percentage increased to 17.4 percent from 8.8 percent, making operating leverage the central earnings factor for the stock.
Convertible debt adds a capital-market angle
Delek completed a USD 460 million private offering of 0.00 percent convertible senior notes due November 1, 2031, receiving USD 449.1 million in net proceeds. The notes carry an initial conversion price of USD 85.31 per share, a 27.5 percent premium to the September 24, 2026 sale price, and part of the proceeds is intended for partial repayment of term-loan borrowings, as StockTitan reported from the September 29, 2026 filing.
The financing also includes capped calls with an initial cap price of USD 117.09 per share. That structure is designed to reduce potential dilution, but the transaction adds senior unsecured debt and keeps financing terms central to the equity story.
Analyst target stays below the stock
Thirteen brokerages assign Delek US a Moderate Buy consensus, with an average 12-month price target of USD 65.4545, according to MarketBeat. The target is below the October 5 share price, even as the consensus reflects the earnings rebound and stronger refining margins.
Stock remains below its yearly high
At USD 75.40, Delek US stood below its 52-week high of USD 82.27 and above its 52-week low of USD 25.85 on October 5, 2026. Market capitalization was USD 4.6 billion and trading volume was 1,417,592 shares on the same session.
Delek US Holdings stock facts
- Company: Delek US Holdings, Inc.
- ISIN: US24665A1034
- Ticker: DK
- Trading venue: NYSE
- Price (as of October 5, 2026, 4:00 p.m. ET): USD 75.40, last at
- Market capitalization: USD 4.6 billion (as of October 5, 2026)
- 52-week range: USD 25.85-82.27 (as of October 5, 2026)
- Sector / Industry: Energy / oil and gas refining and marketing
