Delek US Plans $0.255 Dividend, Q3 EPS $7.13 Tops Estimates
Delek US announced a quarterly dividend of $0.255 per share payable March 9 and scheduled its Q4 2025 results release for Feb 27. In Q3 2025 it posted adjusted EPS of $7.13 (vs. –$0.09 expected) on $2.89 billion revenue and saw Morgan Stanley lower its price target to $38.
1. Dividend and Earnings Schedule
On February 18, Delek US Holdings declared a quarterly dividend of $0.255 per share payable on March 9 and set its fourth-quarter 2025 results release for February 27.
2. Strong Q3 Performance
In the third quarter of 2025, the company delivered adjusted EPS of $7.13, sharply beating the consensus loss estimate of $0.09, on revenue of $2.89 billion versus $2.7 billion expected, bolstered by $280.8 million of EPA Small Refinery Exemption benefits.
3. Analyst Price Target Adjustment
Morgan Stanley reaffirmed an Equal Weight rating but reduced its price target from $40 to $38, citing valuation pressures after refining stocks rallied on geopolitical developments.