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Delek US Holdings director Ezra Uzi Yemin reported pre-planned open-market sales of 105,968 shares of Common Stock under a Rule 10b5-1 trading plan. On April 29, 2026 and May 1, 2026, shares were sold at weighted average prices around $44.86–$47.03.
Part of the stock was held directly and part through Yemin Investments, LP. After these transactions, Yemin continues to hold 210,161 shares directly and 481,941 shares indirectly, according to the filing.
Delek US Holdings Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 3,063,633 shares of Common Stock, equal to 5.12% of the class as reported. The filing shows sole voting power for 446,783 shares and sole dispositive power for 3,063,633 shares. The signature block is dated 04/29/2026.
Delek US Holdings Inc. notice of proposed sale under Form 144 reports a sale by Joseph Israel of 38,000 shares of Common Stock on 03/04/2026 with proceeds listed as $1,544,580.49. The filing also lists multiple recent vesting events labeled "Vesting of a Stock Award" with amounts of 11,285, 543, 2,608, 11,912, and 3,912 shares dated between 11/11/2025 and 03/10/2026.
Delek US Holdings, Inc. reported a larger loss for the quarter ended March 31, 2026, with net loss attributable to Delek of $201.3 million, compared to $172.7 million a year earlier. Net revenues were broadly flat at $2,653.1 million versus $2,641.9 million, while higher costs and fair value impacts weighed on results.
Operating loss widened to $179.3 million from $125.8 million. A major drag was a sharp increase in the Consolidated Net RINs deficit, recorded within accrued expenses and other current liabilities at $461.1 million versus $107.4 million at year-end, alongside related fair value losses of $180.8 million in the quarter.
Despite the loss, Delek generated strong cash from continuing operations of $461.3 million, aided by working capital movements and the Inventory Intermediation Agreement. Total assets rose to $7,569.9 million, but total stockholders’ equity decreased to $302.0 million, reflecting accumulated deficits and non‑controlling interests.
Delek US Holdings Inc disclosure: Vanguard Portfolio Management reports beneficial ownership of 3,690,586 shares of Common Stock, representing 6.17% of the class as of 03/31/2026. The filer reports 56,089 shares with sole voting power and sole dispositive power over the full 3,690,586 shares. The filing is signed on 04/29/2026.
Delek US Holdings reported mixed first-quarter 2026 results. Net revenues were essentially flat at $2,653.1 million, but the company posted a net loss attributable to Delek of $201.3 million, or $(3.34) per share, compared with a loss of $172.7 million a year earlier.
After significant non-GAAP adjustments, Delek reported adjusted net income of $4.7 million, or $0.08 per share, and adjusted EBITDA of $211.7 million, up from $33.6 million in 2025. Refining segment adjusted EBITDA rose to $155.3 million, driven by higher crack spreads and a higher total refining production margin per barrel of $12.13.
The logistics segment delivered adjusted EBITDA of $132.4 million, supported by stronger wholesale margins and lease-related interest income. Delek ended March 31, 2026 with consolidated cash of $624.1 million and net debt of $2,559.0 million, while paying $15.6 million in dividends and declaring a quarterly dividend of $0.255 per share.
Delek US Holdings, Inc. executive Amber Russell, EVP, Refining, filed an initial Form 3 to report status as an insider of the company. The filing lists their role and insider status but does not report any share transactions or option exercises in this submission.
Delek US Holdings, Inc. reported the results of its 2026 Annual Meeting held on April 20, 2026. Stockholders approved the new 2026 Long-Term Incentive Plan, which replaces the 2016 plan and will govern future equity awards to employees and directors.
All ten director nominees were elected to serve until the 2027 Annual Meeting. Stockholders also gave advisory approval to the company’s executive compensation program and ratified Ernst & Young LLP as independent auditor for the 2026 fiscal year.
Delek US Holdings, Inc. announced a leadership transition in its refining operations. Effective April 20, 2026, the company appointed Amber Russell as Executive Vice President, Refining, where she will lead refining operations and focus on operational excellence, safety, and strategic growth.
On the same date, Joseph Israel departed from his role as Executive Vice President, Refining and Renewables, and as an executive officer of Delek Logistics Partners, LP. Under a separation agreement, he will receive benefits outlined in his previously disclosed executive employment agreement, and the company will pay COBRA medical coverage costs for eighteen months. A related press release was furnished under Regulation FD.
Delek US Holdings, Inc. declared a quarterly cash dividend of $0.255 per share. The dividend will be paid on May 8, 2026 to shareholders of record as of May 1, 2026, providing ongoing cash returns to common stockholders.
Delek is a diversified downstream energy company with refining assets in Texas, Arkansas, and Louisiana, with a combined nameplate crude throughput capacity of 302,000 barrels per day. It also owns about 63.3% of Delek Logistics Partners, LP, a midstream master limited partnership.