Delek Logistics Partners, LP

NYSE:DKL Aktierapport

Börsvärde: US$3.1b

Delek Logistics Partners Utdelningar och återköp

Utdelning kriterier kontrolleras 4/6

Delek Logistics Partners är ett utdelningsbetalande företag med en aktuell avkastning på 7.64%. Nästa betalningsdatum är den 10th August, 2026 med ett ex-dividenddatum på 3rd August, 2026.

Viktig information

7.6%

Avkastning på utdelning

0%

Återköpsavkastning

Total avkastning till aktieägarna7.6%
Framtida utdelningsavkastning7.9%
Utdelningstillväxt6.3%
Nästa utbetalningsdag för utdelning10 Aug 26
Ex utdelningsdag03 Aug 26
Utdelning per aktien/a
Utdelningsandel141%

Senaste utdelnings- och återköpsuppdateringar

Recent updates

Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Ny berättelse 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?
Uppdatering av berättelse 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.
Ny berättelse 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?
Uppdatering av berättelse 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 Alpha
Seeking 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 Alpha
Seeking 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
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Ny berättelse 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

Kommande utbetalning av utdelning

I dagJul 31 2026Ex utdelningsdagAug 03 2026Utbetalningsdag för utdelningAug 10 20267 days från Ex DividendKöp i nästa 2 days för att få den kommande utdelningen

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: DKL s utdelningar per aktie har varit stabila under de senaste 10 åren.

Växande utdelning: DKL s utdelningsbetalningar har ökat under de senaste 10 åren.


Utdelningsavkastning jämfört med marknaden

Delek Logistics Partners Utdelningsavkastning jämfört med marknaden
Hur är DKL:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (DKL)7.6%
Marknadens lägsta 25% (US)1.3%
Marknad Topp 25% (US)4.0%
Genomsnitt för branschen (Oil and Gas)3.2%
Prognosanalytiker (DKL) (upp till 3 år)7.9%

Anmärkningsvärd utdelning: DKL s utdelning ( 7.64% ) är högre än de 25 % lägre utdelningsbetalarna på US marknaden ( 1.32% ).

Hög utdelning: DKL s utdelning ( 7.64% ) är bland de översta 25 % av utdelningsbetalarna på US marknaden ( 4.02% )


Vinstutdelning till aktieägarna

Resultattäckning: Med sin höga utbetalningskvot ( 141.4% ), täcks inte DKL s utdelningar väl av intäkterna.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Med sitt höga cash payout_ratio ( 237.2% ), täcks inte DKL s utdelningsbetalningar väl av kassaflöden.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/30 14:47
Aktiekurs vid dagens slut2026/07/30 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Delek Logistics Partners, LP bevakas av 12 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Richard GrossBarclays
Jean Ann SalisburyBofA Global Research
Douglas IrwinCitigroup Inc