Delek Logistics Partners（DKL）株式概要
デレック・ロジスティクス・パートナーズは、米国で原油、中間製品、精製製品、天然ガス、貯蔵、卸売販売、終末処理、リサイクルなどの集荷、パイプライン、輸送などのサービスを提供している。 詳細
DKL Community Fair Values
Create NarrativeSee what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Delek Logistics Partners, LP 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$54.74 |
| 52週高値 | US$61.50 |
| 52週安値 | US$42.35 |
| ベータ | 0.43 |
| 1ヶ月の変化 | -0.92% |
| 3ヶ月変化 | 5.70% |
| 1年変化 | 26.92% |
| 3年間の変化 | 34.33% |
| 5年間の変化 | 32.41% |
| IPOからの変化 | 144.92% |
最新ニュース
ナラティブ更新 • Aug 13
DKL: Delaware Basin Assets And Equity Offering Will Guide Balanced Future Returns
Analysts have trimmed their price target on Delek Logistics Partners to $53 from $55.25, reflecting updated assumptions for slightly lower revenue growth and profit margins, along with a modestly higher discount rate, while still citing the company’s unique Delaware Basin asset mix and a balanced risk and reward profile. Analyst Commentary Recent research coverage on Delek Logistics Partners highlights a mix of positives and watchpoints that help explain why the stock is being framed as fairly valued at current levels, with a price target in the mid 50s.
ナラティブ更新 • Jul 29
DKL: Future Payout And Delaware Basin Assets Suggest Balanced Outlook
The analyst price target for Delek Logistics Partners has moved from $55.00 to $60.00, with analysts pointing to refined assumptions around growth, margins and P/E expectations, supported by recent coverage that highlights the company’s mix of Delaware Basin assets and a generally balanced risk and reward profile. Analyst Commentary on Delek Logistics Partners Recent research coverage on Delek Logistics Partners has focused on how the company’s asset mix and risk profile line up with current valuation.Recent updates
ナラティブ更新 • Aug 13
DKL: Delaware Basin Assets And Equity Offering Will Guide Balanced Future Returns
Analysts have trimmed their price target on Delek Logistics Partners to $53 from $55.25, reflecting updated assumptions for slightly lower revenue growth and profit margins, along with a modestly higher discount rate, while still citing the company’s unique Delaware Basin asset mix and a balanced risk and reward profile. Analyst Commentary Recent research coverage on Delek Logistics Partners highlights a mix of positives and watchpoints that help explain why the stock is being framed as fairly valued at current levels, with a price target in the mid 50s.ナラティブ更新 • Jul 29
DKL: Future Payout And Delaware Basin Assets Suggest Balanced Outlook
The analyst price target for Delek Logistics Partners has moved from $55.00 to $60.00, with analysts pointing to refined assumptions around growth, margins and P/E expectations, supported by recent coverage that highlights the company’s mix of Delaware Basin assets and a generally balanced risk and reward profile. Analyst Commentary on Delek Logistics Partners Recent research coverage on Delek Logistics Partners has focused on how the company’s asset mix and risk profile line up with current valuation.Seeking Alpha • Jul 21
Delek Logistics Partners: At 8% Yield, This Is Too Good To Pass Up
Summary Delek Logistics Partners offers an 8.24% forward yield, well supported by robust cash flow and resilient operating performance amid an energy export boom. DKL trades at an attractive 9.7x FWD EV/EBITDA, with fair value estimated at $60–$65 per unit, underpinned by strong growth and market tailwinds. Recent aggressive PP&E investments and rising revenue per barrel (up 37.7% YoY) highlight DKL's pricing power and strategic positioning in the Permian Basin. I rate DKL a Buy, anticipating continued distribution growth, volume recovery, and upside from export-driven demand and improved unit economics. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 15
DKL: Higher P/E Assumptions Will Shape Future Return Potential
Analysts have raised their fair value estimate for Delek Logistics Partners to $52.00 from $36.00, citing updated assumptions on the discount rate, revenue growth, profit margins, and future P/E that align with the recent series of higher analyst price targets. Analyst Commentary Recent Street research on Delek Logistics Partners has focused on refining valuation assumptions around discount rates, revenue growth, margins, and future P/E multiples, with price targets adjusted to reflect these updated views.ナラティブ更新 • Jul 01
DKL: Fair Payout And Revised Market Assumptions Will Shape Future Returns
Analysts have lifted their fair value estimate for Delek Logistics Partners from $51.40 to $55.25, citing updated assumptions around revenue growth, profit margins, the discount rate, and a higher future P/E multiple as key drivers of the new $3 to $7 price target increases seen in recent research. Analyst Commentary Recent research on Delek Logistics Partners points to a mix of optimism and caution, with the revised fair value estimate reflecting how analysts are reassessing the stock’s valuation, execution risks, and growth profile.分析記事 • Jun 20
Delek Logistics Partners (DKL) Stock Could Be 1.9% Undervalued After Strong Quarterly Growth
Delek Logistics Partners (DKL) is back on investors’ radar after reporting quarterly revenue growth of 19.02% and net profit growth of 17.12%, highlighting efficient operations despite a relatively weak overall financial health score. See our latest analysis for Delek Logistics Partners. The latest share price of Delek Logistics Partners at US$50.41 sits against a backdrop of a 7.26% year to date share price gain and a 28.41% 1 year total shareholder return. This suggests longer term momentum...ナラティブ更新 • Jun 17
DKL: Fair Payout And Mixed Street Views Will Shape Future Returns
The analyst price target for Delek Logistics Partners now stands at $51.40. The unchanged figure reflects updated analyst models that fine tune assumptions such as discount rate and future P/E, while keeping the overall valuation view steady.ナラティブ更新 • Jun 02
DKL: Fair Payout And Slower Libby 2 Ramp Will Shape Returns
Narrative Update: Delek Logistics Partners (DKL) The analyst price target for Delek Logistics Partners has been raised to $52, up $5 from $47. Analysts point to updated views on valuation, a longer ramp period for the Libby 2 sour gas complex, and recent target hikes from several firms as key drivers of the change.ナラティブ更新 • May 04
DKL: Neutral Stance And Slower Libby 2 Ramp Will Shape Outlook
Narrative Update Analysts have lifted the fair value estimate for Delek Logistics Partners to $51.40, up from $49.00. This reflects updated views on its discount rate, revenue growth, profit margin profile, and future P/E assumptions following recent Street price target increases.ナラティブ更新 • Apr 19
DKL: Slower Libby 2 Ramp And Neutral Stance Will Shape 2027 Outlook
Narrative Update on Delek Logistics Partners The analyst price target for Delek Logistics Partners has been lifted by $5 to $52, as analysts point to valuation after the recent rally and a growth profile that leans more heavily on 2027 given the longer ramp for the Libby 2 sour gas complex. Analyst Commentary Recent research on Delek Logistics Partners points to a more balanced stance, with analysts acknowledging both supporting factors and areas of caution around the current price and growth timing.ナラティブ更新 • Apr 04
DKL: Slower Libby 2 Ramp Will Shape Balanced 2027 Skewed Outlook
The analyst price target for Delek Logistics Partners has moved from $47 to $49, with analysts pointing to updated assumptions around discount rates, revenue growth, margins and a higher future P/E multiple, while also noting that much of the growth opportunity is expected to be weighted toward 2027 following a longer than anticipated ramp for the Libby 2 sour gas complex. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target and updated P/E assumptions as a sign that earnings power in the outer years could justify a richer multiple, especially once Libby 2 is fully contributing.新しいナラティブ • Mar 21
Sour Gas Corridor And Water Integration Will Constrain Future Utilization And Margin Potential
Catalysts About Delek Logistics Partners Delek Logistics Partners operates midstream energy assets focused on natural gas, crude oil and produced water services in the Permian Basin. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Mar 20
DKL: Slower Libby 2 Ramp Will Likely Cap Future Upside
Analysts have lifted the fair value estimate for Delek Logistics Partners from $45.75 to $47.00, indicating a higher price target and updated expectations around the timing of Libby 2 related growth and valuation. Analyst Commentary Recent research reflects a more balanced view on Delek Logistics Partners, with valuation and the timing of Libby 2 related growth both in focus.新しいナラティブ • Mar 06
Sour Gas Build Out And Permian Water Footprint Will Support Long Term Strength
Catalysts About Delek Logistics Partners Delek Logistics Partners is a midstream partnership focused on gathering, processing, storage, transportation and related services for crude oil, natural gas and produced water, with a core position in the Permian Basin. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Mar 06
DKL: Lower Margin Outlook Will Likely Outweigh Supportive Distribution Yield
Analysts have raised their price target on Delek Logistics Partners to $45.75 from $43.75, citing updated assumptions related to revenue growth, profit margins, and a revised P/E multiple under a lower discount rate. What's in the News Delek Logistics Partners declared a quarterly cash distribution for the fourth quarter of 2025 of US$1.125 per common limited partner unit, or US$4.50 per unit on an annualized basis (Key Developments).Seeking Alpha • Mar 26
Delek US Holdings: Focusing On Growing Cash Flows Into 2025 - Hold
Summary Delek US Holdings' shares dropped 44.78% YoY, with annual revenues declining 28.18% in FY 2024, but management plans to boost free cash flow in 2025. The company's cash balance fell 10.5% YoY, but CapEx reduction and an enterprise optimization plan aim to improve cash flow by $80-$120 million by H2 2025. Delek's EBITDA guidance for 2025 is $480-$520 million, a significant improvement from a $58 million loss in 2024, despite facing lower production margins. Delek Logistics' $150 million buyback could reduce DK's share balance by 14% by 2026, enhancing shareholder value despite ongoing challenges in the supply segment. Read the full article on Seeking AlphaSeeking Alpha • Jan 18
Delek Logistics Partners Downgraded On Operational Concerns
Summary Delek Logistics Partners LP is rated as a hold at $44 due to its fair valuation and high dividend yield despite debt concerns. Positive industry trends and political banter about the energy industry boost prospects for higher stock prices, but insider selling and debt-financed growth raise red flags. Acquisitions are the company's growth path, yet the strategy increases debt and issuing shares dilutes shareholders. Read the full article on Seeking AlphaSeeking Alpha • Nov 08
Delek Logistics Partners: Impressive Q3 Performance, Buy
Summary Delek Logistics Partners, LP has shown impressive yield growth, now at nearly 11%, with 47 consecutive quarterly dividend increases despite recent capital losses. The Q3 earnings report highlighted a record $107M in quarterly adjusted EBITDA, an 8.5% YoY increase, and successful integration of new acquisitions. DKL management's focus on operational efficiency and strategic acquisitions supports ongoing dividend hikes and financial stability, despite the sector's inherent volatility. Read the full article on Seeking Alpha
新しいナラティブ • Sep 12
Calculated Moves Secure DKL's Future In The Permian Basin With Promising Profit Margins
Extension of the contract with DK and acquisitions, including the W2W pipeline, enhance Delek Logistics Partners' revenue streams and asset quality.Seeking Alpha • Sep 09
Delek US Holdings: Refining Troubles And Rising Debt Spell Ratings Downgrade
Summary Delek US Holdings, Inc.'s Q2 performance was mixed, but Delek saw operational improvements but still struggled, with adjusted EBITDA of $201 million. Challenges persist, as Delek underperformed the S&P 500 and has negative earnings growth and inconsistent dividends. Recent sale: Delek sold its retail arm for $385 million to reduce debt and improve liquidity, but risks remain. Bearish outlook: High debt load, liquidity problems, and declining refining margins signal trouble. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
DKL Logistics LP: Record Earnings, 11% Yield, Major Expansion
Summary DKL Logistics LP, a master limited partnership, focuses on crude oil and refined products logistics, with significant assets supporting Delek US Holdings' refineries. Despite flat revenues and net income decline in 2023, DKL saw a 23.5% rise in EBITDA and 8.5% growth in distributable cash flow. DKL's recent acquisition of H2O Midstream for $230 million aims to diversify operations and reduce dependence on Delek US Holdings. At $39.00, DKL offers an 11.18% yield with strong distribution coverage and is trading below analysts' price targets, presenting a potential value opportunity. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Delek Logistics Partners, LP Curiouser And Curiouser!
Summary Delek Logistics Partners, LP was benefitting in June from record-breaking oil production, but the share price of Delek Logistics dived since then. The company's primary source of income comes from its storage and transportation segment, which operates pipelines, tanks, and offloading facilities. Delek Logistics is financially curious to us. Its debt, low gross profit margin, little cash flow from operations, and extraordinarily high dividend payout ratio and yield undergird our Sell assessment. Read the full article on Seeking AlphaSeeking Alpha • Oct 18
Delek Logistics: Great Distribution Growth, But There Are Better Options
Summary Delek Logistics has a great track record increasing its distribution. However, it has higher than peer leverage and it's not generating any excess cash after distributions. There are better values in the midstream space. Read the full article on Seeking AlphaSeeking Alpha • Jul 31
Delek Logistics Partners LP: Offering A Great Dividend At A Good Price
Summary Delek Logistics Partners LP offers a unique way to benefit from the strong demand for oil in the US, with a dividend yield of over 8%. DKL is well-positioned to capture the growth in the US oil industry and has a solid base of revenues from diversified contracts. Despite some risks in the oil and gas sector, DKL's strong financial performance and potential for double-digit EPS growth make it an attractive investment opportunity. Read the full article on Seeking Alpha株主還元
| DKL | US Oil and Gas | US 市場 | |
|---|---|---|---|
| 7D | -8.8% | 4.2% | -0.3% |
| 1Y | 26.9% | 43.7% | 19.9% |
業界別リターン: DKL過去 1 年間で43.7 % の収益を上げたUS Oil and Gas業界を下回りました。
リターン対市場: DKL過去 1 年間で19.9 % の収益を上げたUS市場を上回りました。
価格変動
| DKL volatility | |
|---|---|
| DKL Average Weekly Movement | 5.8% |
| Oil and Gas Industry Average Movement | 6.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: DKL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DKLの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2012 | n/a | Avigal Soreq | www.deleklogistics.com |
デレック・ロジスティクス・パートナーズは、米国で原油、中間製品、精製製品、天然ガス、貯蔵、卸売販売、終末処理水処理、リサイクルなどの集荷、パイプライン、輸送、その他のサービスを提供している。同社は4つのセグメントで事業を展開している：集荷・加工、卸売販売・ターミナル、貯蔵・輸送、合弁事業投資の4部門。同社は、原油、炭化水素系製品、中間製品、精製製品の輸送、貯蔵サービスを提供するタンク、荷揚げ施設、トラック、付帯資産を提供している。Delek Logistics GP, LLC が同社のジェネラルパートナーを務める。Delek Logistics Partners, LPは2012年に設立され、テネシー州ブレントウッドに本社を置いている。Delek Logistics Partners, LPはDelek US Holdings, Inc.の子会社として運営されている。
Delek Logistics Partners, LP 基礎のまとめ
| DKL 基礎統計学 | |
|---|---|
| 時価総額 | US$3.11b |
| 収益（TTM） | US$154.08m |
| 売上高(TTM) | US$1.20b |
20.5x
PER（株価収益率2.6x
P/SレシオDKL は割高か？
公正価値と評価分析を参照収益と収入
| DKL 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.20b |
| 売上原価 | US$846.45m |
| 売上総利益 | US$352.82m |
| その他の費用 | US$198.75m |
| 収益 | US$154.08m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.67 |
| グロス・マージン | 29.42% |
| 純利益率 | 12.85% |
| 有利子負債／自己資本比率 | -3,424.3% |
DKL の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
8.3%
現在の配当利回り156%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/19 21:24 |
| 終値 | 2026/08/19 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Delek Logistics Partners, LP 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12
| アナリスト | 機関 |
|---|---|
| Richard Gross | Barclays |
| Jean Ann Salisbury | BofA Global Research |
| Douglas Irwin | Citigroup Inc |