Delek Logistics Partners Förvaltning
Förvaltning kriterier kontrolleras 3/4
Delek Logistics Partners VD är Avigal Soreq, utsedd i Jun 2022, har en anställningstid på 4.08 år. äger direkt 0.15% av företagets aktier, värda $ 4.87M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.4 år respektive 12 år.
Viktig information
Avigal Soreq
Verkställande direktör
US$2.2m
Total ersättning
| VD-lön i procent | n/a |
| Anställning som VD | 4.1yrs |
| Ägande av VD | 0.2% |
| Ledningens genomsnittliga anställningstid | 2.4yrs |
| Styrelsens genomsnittliga mandatperiod | 12yrs |
Senaste uppdateringar av ledningen
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 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
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 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 AlphaVD OCH KONCERNCHEF
Avigal Soreq (48 yo)
4.1yrs
Anställning
US$2,249,948
Kompensation
Mr. Avigal Soreq serves as President, Chief Executive Officer and Director of Delek Logistics GP, LLC, a general partner of Delek Logistics Partners, LP since June 09, 2022 and serves as its chairman since...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 4.1yrs | US$2.25m | 0.15% $ 4.9m | |
| Executive Vice President of Operations | 3.3yrs | US$599.98k | 0.022% $ 701.3k | |
| Executive VP of Special Projects & Director of Delek Logistics GP | 1.3yrs | US$399.96k | 0.040% $ 1.2m | |
| Executive Vice President | 1.3yrs | US$499.97k | 0.021% $ 668.0k | |
| Executive VP of Strategy | 1.1yrs | inga uppgifter | inga uppgifter | |
| Executive VP | 5.4yrs | US$174.96k | 0.027% $ 860.8k | |
| Executive Vice President of Delek Logistics GP LLC | 9.2yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Operations | 1.5yrs | inga uppgifter | inga uppgifter |
2.4yrs
Genomsnittlig anställningstid
56.5yo
Genomsnittlig ålder
Erfaren ledning: DKL s ledningsgrupp anses vara erfaren ( 2.4 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 4.1yrs | US$2.25m | 0.15% $ 4.9m | |
| Executive VP of Special Projects & Director of Delek Logistics GP | 12yrs | US$399.96k | 0.040% $ 1.2m | |
| Lead Independent Director of Delek Logistics GP LLC | 9yrs | US$259.97k | 0.053% $ 1.7m | |
| Independent Director of Delek Logistics GP LLC | 13.7yrs | US$237.47k | 0.038% $ 1.2m | |
| Independent Director of Delek Logistics GP LLC | 12.8yrs | US$233.72k | 0.068% $ 2.2m | |
| Independent Director of Delek Logistics GP LLC | 5.5yrs | US$242.47k | 0.032% $ 1.0m | |
| Vice Chairman | 25.3yrs | US$224.97k | 0.41% $ 12.8m | |
| Director of Delek Logistics GP LLC | 14.3yrs | US$224.97k | 0.16% $ 4.9m | |
| Independent Director of Delek Logistics GP LLC | 6yrs | US$233.72k | 0.033% $ 1.1m |
12.0yrs
Genomsnittlig anställningstid
66yo
Genomsnittlig ålder
Erfaren styrelse: DKL s styrelse är rutinerade och erfaren ( 12 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/31 04:12 |
| Aktiekurs vid dagens slut | 2026/07/31 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
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* 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.
| Analytiker | Institution |
|---|---|
| Richard Gross | Barclays |
| Jean Ann Salisbury | BofA Global Research |
| Douglas Irwin | Citigroup Inc |