Delek US Holdings Welcomes EPA Decision Granting Small Refinery Exemptions, Commends Trump Administration

Delek US Holdings welcomes the EPA's decision to grant small refinery exemptions for 2019-2024, enabling the company to ensure affordable energy prices and high-paying jobs in the US. The exemptions address a long-standing issue and will enable Delek to continue working with the Administration to advance American energy dominance and economic progress.

Delek US Holdings, Inc. (NYSE: DK) has welcomed the U.S. Environmental Protection Agency's (EPA) recent decision to grant more than half of its pending small refinery exemptions for the years 2019-2024. The exemptions address a long-standing issue and will enable the company to ensure affordable energy prices and high-paying jobs in the heart of America, according to Avigal Soreq, the company's Chief Executive Officer [1].

The EPA's decision to clear the backlog of petitions that have been pending for over six years is a significant step forward for Delek US Holdings. The exemptions will allow the company to continue operating its refineries in Tyler and Big Spring, Texas, El Dorado, Arkansas, and Krotz Springs, Louisiana, with a combined nameplate throughput capacity of 302,000 barrels per day [1].

Delek US Holdings is a diversified downstream energy company with assets in petroleum refining, logistics, pipelines, and renewable fuels. The company's logistics operations include Delek Logistics Partners, LP (NYSE: DKL), a growth-oriented master limited partnership focused on owning and operating midstream energy infrastructure assets [1].

The exemptions are expected to have a positive impact on the company's operations and financial performance. Delek US Holdings looks forward to continuing to work with the Administration, the EPA, and the Department of Energy to advance American energy dominance and economic progress [1].

In addition to the exemptions, Delek US Holdings recently declared a quarterly dividend of $0.255 per share, representing an annualized dividend yield of 4.7%. Despite reporting a revenue decrease of 16.4% year-over-year, the company exceeded analysts' earnings per share estimates by 36 cents, posting an EPS of ($0.56) [3].

Several large investors have also shown interest in Delek US Holdings. Virtu Financial LLC, for instance, invested approximately $228,000 in the company during the first quarter, purchasing 15,151 shares [3].

Analysts have also weighed in on Delek US Holdings. Piper Sandler raised their price objective on the company from $17.00 to $27.00 and gave it a "neutral" rating. Scotiabank reaffirmed a "sector perform" rating and issued a $20.00 price objective. Raymond James Financial lifted their price target from $23.00 to $28.00 and gave the company an "outperform" rating. Wells Fargo & Company lifted their price target from $11.00 to $15.00 and gave the company an "underweight" rating. Citigroup reissued a "neutral" rating and set a $30.00 price target [3].

Delek US Holdings' stock is currently owned by institutional investors and hedge funds, with 97.01% of the stock being held by these entities [3].

References:
[1] https://www.stocktitan.net/news/DK/delek-welcomes-epa-decision-granting-long-awaited-small-refinery-nt7bgurd100j.html
[2] https://www.businesswire.com/news/home/20250822277168/en/Delek-Welcomes-EPA-Decision-Granting-Long-Awaited-Small-Refinery-Exemptions
[3] https://www.marketbeat.com/instant-alerts/filing-virtu-financial-llc-invests-228000-in-delek-us-holdings-inc-nysedk-2025-08-17/