DK Delek US Holdings, Inc.

NEUTRAL Impact: 5/10 8-K
Horizon weeks Filed May 15, 2026 Processed 8d 4h ago SEC 0001193125-26-227267
8-K material event: Items 1.01

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Executive Summary

Delek US Holdings closed Amendment No. 1 to its Term Loan Credit Agreement on May 15, 2026, refinancing its existing term loan facility. The amendment reduced outstanding term loans to $850.0 million, extended the maturity to six years (May 15, 2032), and lowered the interest rate to Term SOFR + 300 bps or Base Rate + 200 bps. The refinancing also replaced Wells Fargo with MUFG Bank as administrative agent and U.S. Bank Trust as collateral agent, and released DK Canada Energy ULC as a guarantor.

Actionable Insight

The refinancing is credit-positive: lower debt, lower interest cost, and extended maturity improve Delek's financial flexibility. Monitor upcoming quarterly filings for any impact on leverage ratios and the company's ability to increase shareholder returns under the amended covenants.

Key Facts

  • Outstanding term loans reduced to $850.0 million from $950.0 million via refinancing.
  • Maturity extended to May 15, 2032 (six years from closing).
  • Interest rate reduced to Term SOFR + 300 bps or Base Rate + 200 bps (previously 350 bps / 250 bps).
  • MUFG Bank, Ltd. appointed as new administrative agent; U.S. Bank Trust Company as new collateral agent.
  • DK Canada Energy ULC released as a guarantor; Canadian Guarantee and Security Agreement terminated.
  • MUFG provided an additional $337,382,562.67 in new term loan commitments.
  • Quarterly amortization payments reduced to $2,125,000 from $2,375,000.

Financial Impact

Debt reduced by $100M from $950M to $850M; interest margin reduced by 50 bps on Term SOFR loans and Base Rate loans; annual interest savings estimated at ~$4.25M based on $850M outstanding.

debtinterest expensematurity

Risk Factors

  • Refinancing does not address underlying commodity price risk or refining margin volatility.
  • Covenants remain restrictive; any deterioration in EBITDA could limit future financial flexibility.

Market Snapshot

Exchange
NYSE
Sector
Petroleum Refining
Analyst Consensus
55% bullish (22 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-227267
Document: d112552d8k.htm0001193125-26-227267
Document: 0001193125-26-227267-index-headers.html0001193125-26-227267
Document: 0001193125-26-227267-index.html0001193125-26-227267
Document: 0001193125-26-227267.txt0001193125-26-227267
13 reports for DK
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +25.98%Feb 27, 2026
Filters
Rows
Reports for DK — sortable, filterable
Type Now
May 21, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+20
May 18, 2026
5d ago
144
NEUTRAL ★ 2/10
$45.23 awaiting T+20awaiting T+20$43.68 (−3.43%)
May 15, 2026
8d ago
8-K
NEUTRAL ★ 5/10
awaiting T+20
Apr 22, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$39.21 $45.54▲ +16.13%▲ +12.97%$43.68 (+11.39%)
Apr 10, 2026
6w ago
8-K
NEUTRAL ★ 5/10
$40.87 $46.82▲ +14.57%▲ +6.84%$43.68 (+6.89%)
Mar 27, 2026
8w ago
DEFA14A
NEUTRAL ★ 3/10
$45.48 $41.04▼ −9.76%▼ −22.36%$43.68 (−3.96%)
Mar 13, 2026
10w ago
Insider Cluster
BEARISH ★ 6/10
$41.49 $41.09▲ +0.97%▲ +4.56%$43.68 (−5.27%)
Mar 13, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$41.49 $41.09▼ −0.97%▼ −4.56%$43.68 (+5.27%)
Mar 9, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$39.91 $44.65▲ +11.88%▲ +14.68%$43.68 (+9.45%)
Mar 4, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$42.94 $44.39▲ +3.37%▲ +7.78%$43.68 (+1.71%)
Showing 10 of 13

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