Delek Logistics Partners (DKL) Hisse Özeti
Delek Logistics Partners, LP, Amerika Birleşik Devletleri'nde ham petrol, ara ürünler, rafine ürünler, doğal gaz, depolama, toptan pazarlama, sondaj suyu bertarafı ve geri dönüşüm müşterileri için toplama, boru hattı, nakliye ve diğer hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 0/6 |
| Temettüler | 4/6 |
DKL Community Fair Values
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Analyst Price Targets
Delek Logistics Partners, LP Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$54.74 |
| 52 Haftanın En Yüksek Seviyesi | US$61.50 |
| 52 Haftanın En Düşük Seviyesi | US$42.35 |
| Beta | 0.43 |
| 1 Aylık Değişim | -0.92% |
| 3 Aylık Değişim | 5.70% |
| 1 Yıllık Değişim | 26.92% |
| 3 Yıllık Değişim | 34.33% |
| 5 Yıllık Değişim | 32.41% |
| Halka arzdan bu yana değişim | 144.92% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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
Yeni Anlatı • 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 AlphaHissedar Getirileri
| DKL | US Oil and Gas | US Pazar | |
|---|---|---|---|
| 7D | -8.8% | 4.2% | -0.3% |
| 1Y | 26.9% | 43.7% | 19.9% |
Getiri vs. Endüstri: DKL geçen yıl % 43.7 oranında getiri sağlayan US Oil and Gas sektörünün gerisinde kaldı.
Getiri vs Piyasa: DKL geçen yıl % 19.9 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| 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% |
İstikrarlı Hisse Senedi Fiyatı: DKL son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: DKL 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2012 | n/a | Avigal Soreq | www.deleklogistics.com |
Delek Logistics Partners, LP, Amerika Birleşik Devletleri'nde ham petrol, ara ürünler, rafine ürünler, doğal gaz, depolama, toptan pazarlama, sondaj suyu bertarafı ve geri dönüşüm müşterileri için toplama, boru hattı, nakliye ve diğer hizmetleri sunmaktadır. Şirket dört segmentte faaliyet göstermektedir: Toplama ve İşleme, Toptan Pazarlama ve Sonlandırma, Depolama ve Nakliye ve Ortak Girişimlerdeki Yatırımlar. Ham petrol, hidrokarbon bazlı ürünler, ara ve rafine ürün taşımacılığı ve depolama hizmetleri sağlayan tanklar, boşaltma tesisleri ve kamyonlar ve yardımcı varlıklar sunmaktadır.
Delek Logistics Partners, LP Temel Bilgiler Özeti
| DKL temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$3.11b |
| Kazançlar(TTM) | US$154.08m |
| Gelir(TTM) | US$1.20b |
20.5x
F/K Oranı2.6x
P/S OranıDKL aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| DKL gelir tablosu (TTM) | |
|---|---|
| Gelir | US$1.20b |
| Gelir Maliyeti | US$846.45m |
| Brüt Kâr | US$352.82m |
| Diğer Giderler | US$198.75m |
| Kazançlar | US$154.08m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 2.67 |
| Brüt Marj | 29.42% |
| Net Kâr Marjı | 12.85% |
| Borç/Özkaynak Oranı | -3,424.3% |
DKL uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
8.3%
Mevcut Temettü Verimi156%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/19 23:43 |
| Gün Sonu Hisse Fiyatı | 2026/08/19 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Delek Logistics Partners, LP 12 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Richard Gross | Barclays |
| Jean Ann Salisbury | BofA Global Research |
| Douglas Irwin | Citigroup Inc |