Insider Trading March 23, 2026

Delek US Director Executes $337,778 Stock Sale as Q4 Results Show Big EPS Beat, Revenue Miss

Zohar Shlomo sold shares under a 10b5-1 plan near the 52-week high; company posted adjusted EPS well above expectations while revenue lagged

By Marcus Reed DK
Delek US Director Executes $337,778 Stock Sale as Q4 Results Show Big EPS Beat, Revenue Miss
DK

Director Zohar Shlomo disposed of 7,343 shares of Delek US Holdings, Inc. common stock on March 19, 2026, in a transaction valued at $337,778. The sale was carried out under a pre-arranged 10b5-1 trading plan and was later certified on March 23, 2026. Separately, Delek reported fourth-quarter 2025 adjusted EPS of $2.31, substantially beating the consensus estimate of -$0.07, while revenue of $2.43 billion fell short of the $2.55 billion analysts expected.

Key Points

  • Director Zohar Shlomo sold 7,343 shares at $46.00 per share on March 19, 2026, for a total of $337,778 under a pre-arranged 10b5-1 plan.
  • Following the sale, Shlomo directly holds 6,646 shares; the transaction was signed off by Misty Lavender, Attorney in Fact, on March 23, 2026.
  • Delek US reported Q4 2025 adjusted EPS of $2.31, beating expectations of -$0.07 by a wide margin, while revenue of $2.43 billion missed the $2.55 billion consensus.

Director Zohar Shlomo sold 7,343 shares of Delek US Holdings, Inc. common stock (NASDAQ: DK) on March 19, 2026, according to a Form 4 filed with the Securities and Exchange Commission. The transaction was executed at $46.00 per share for a total value of $337,778.

The disposition occurred close to the stock's 52-week peak of $46.80. At the time of reporting, shares were trading at $42.39, reflecting a 161% gain over the past 12 months.

After completing the sale, Shlomo's direct ownership in the company stands at 6,646 shares. The sale was conducted pursuant to a pre-arranged 10b5-1 trading plan and was signed off by Misty Lavender, Attorney in Fact, on March 23, 2026.


In a separate disclosure of corporate results, Delek US Holdings, Inc. released its financials for the fourth quarter of 2025. The company reported adjusted earnings per share of $2.31, materially above analysts' expectations of -$0.07. That delta has been characterized in filings as a 3,400% positive surprise relative to the consensus estimate.

Despite the strong adjusted EPS print, Delek's quarterly revenue was $2.43 billion, which missed the anticipated $2.55 billion and represented a 4.71% negative surprise versus estimates. The combination of a substantial EPS beat alongside a revenue shortfall presents a mixed set of metrics for market participants to weigh.

Both the insider transaction and the quarterly results have drawn attention from investors. The insider sale was carried out under an established trading plan, and the earnings release highlighted a notable divergence between profitability on an adjusted basis and topline performance.

Given the facts disclosed, market observers will likely continue to monitor company communications and subsequent filings for additional clarification. For now, the record shows an executed 10b5-1 sale by a company director, a sizable adjusted EPS beat in Q4 2025, and a revenue figure that fell short of expectations.


Context summary

  • The director sale: 7,343 shares sold at $46.00 on March 19, 2026, totaling $337,778; certified on March 23, 2026.
  • Post-sale holdings: Zohar Shlomo directly owns 6,646 shares.
  • Q4 2025 results: Adjusted EPS $2.31 vs. -$0.07 expected (3,400% positive surprise); revenue $2.43 billion vs. $2.55 billion expected (4.71% negative surprise).

Risks

  • Revenue shortfall: Delek's Q4 2025 revenue of $2.43 billion fell short of the $2.55 billion estimate, a 4.71% negative surprise, which may be a point of scrutiny for investors and analysts - impacting equity valuation and sector outlook.
  • Mixed financial signals: The large adjusted EPS beat alongside weaker-than-expected revenue creates ambiguity in interpreting operational performance and could contribute to market volatility in the energy and equity markets.
  • Insider activity complexity: While the director's sale was executed under a pre-arranged 10b5-1 trading plan and subsequently certified, such transactions may still prompt additional investor attention regarding timing and implication for company prospects.

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