Delek Logistics Partners (DKL) Stock Price, News & Analysis

Company Overview

Delek Logistics Partners LP (NYSE: DKL) is a master limited partnership formed in 2010 by Delek US Holdings to own, operate and acquire crude oil and refined product transportation and terminalling assets in key production and refining regions of the United States. The partnership’s portfolio includes a diverse network of crude oil pipelines, storage terminals, and rail offloading facilities designed to optimize feedstock availability and distribution for refineries and producers. These midstream assets serve as critical infrastructure supporting both Delek US refineries and a broad base of third‐party customers.

The partnership’s asset holdings encompass interstate and intrastate crude pipelines that connect production basins in West Texas and Oklahoma to major refining centers on the Gulf Coast. Its Midland-to-Sealy crude oil pipeline system enhances takeaway capacity from Permian Basin production, while a separate pipeline facilitates transport of domestic and imported crude to storage terminals near Corpus Christi. In addition to pipelines, Delek Logistics Partners operates strategically located tank storage for crude oil and refined products, along with leased rail loading and offloading terminals that provide flexible supply solutions across multiple states.

Serving core energy hubs in Texas, Oklahoma and Arkansas, the partnership’s midstream footprint supports the evolving logistics needs of shale producers and Gulf Coast refiners. Its crude connectivity extends to Cushing, Oklahoma, the nation’s primary oil trading hub, and to export-oriented facilities on the Texas Gulf Coast. By owning fee-based and throughput‐based agreements, Delek Logistics Partners generates stable cash flow while maintaining the flexibility to pursue bolt-on acquisitions and organic expansions in response to market demand.

As a publicly traded partnership, Delek Logistics Partners is governed by Delek US Holdings as its general partner and benefits from the strategic oversight and operational expertise of the Delek US management team. The executive leadership, comprised of industry veterans in midstream operations, finance and commercial marketing, focuses on delivering reliable service, optimizing asset performance and executing capital projects that enhance long‐term value for unitholders and customers alike.

Key Stats

• Today's Range: $43.35 to $43.74
• 50-Day Range: $37.56 to $43.83
• 52-Week Range: $34.59 to $45.71
• Volume: 29,529 shs
• Average Volume: 163,531 shs
• Market Capitalization: $2.34 billion
• P/E Ratio: 14.63
• Dividend Yield: 10.15%
• Price Target: $44.25
• Consensus Rating: Hold

Delek Logistics Partners Stock Analysis - MarketRank™

Delek Logistics Partners scored higher than 24% of companies evaluated by MarketBeat, and ranked 694th out of 804 stocks in the energy sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.2 / 5
• Analyst Rating: Hold

Consensus Rating

Delek Logistics Partners has received a consensus rating of Hold. The company's average rating score is 2.40, and is based on 3 buy ratings, 1 hold rating, and 1 sell rating.

Amount of Analyst Coverage

Delek Logistics Partners has only been the subject of 1 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: -6.98%

Earnings Growth

Earnings for Delek Logistics Partners are expected to decrease by -6.98% in the coming year, from $3.01 to $2.80 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Delek Logistics Partners is 14.63, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 25.63.

Price to Earnings Ratio vs. Sector

The P/E ratio of Delek Logistics Partners is 14.63, which means that it is trading at a less expensive P/E ratio than the Energy sector average P/E ratio of about 56.97.

Price to Earnings Growth Ratio

Delek Logistics Partners has a PEG Ratio of 0.99. PEG Ratios around 1 indicate that a company is correctly valued.

Price to Book Value per Share Ratio

Delek Logistics Partners has a P/B Ratio of 63.39. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

4.60% of the float of Delek Logistics Partners has been sold short.

Short Interest Ratio / Days to Cover

Delek Logistics Partners has a short interest ratio ("days to cover") of 4.7.

Change versus previous month

Short interest in Delek Logistics Partners has recently increased by 16.53%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Leadership

Delek Logistics Partners is a leading dividend payer. It pays a dividend yield of 10.15%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

Delek Logistics Partners has only been increasing its dividend for 1 years.

Dividend Coverage

The dividend payout ratio of Delek Logistics Partners is 148.49%. Payout ratios above 75% are not desirable because they may not be sustainable.

Dividend Sustainability

Based on EPS estimates, Delek Logistics Partners will have a dividend payout ratio of 158.57% in the coming year. This indicates that Delek Logistics Partners may not be able to sustain their current dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

4.60% of the float of Delek Logistics Partners has been sold short.

Short Interest Ratio / Days to Cover

Delek Logistics Partners has a short interest ratio ("days to cover") of 4.7.

Change versus previous month

Short interest in Delek Logistics Partners has recently increased by 16.53%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 1.8 / 5
• News Sentiment: 0.25

News Sentiment

Delek Logistics Partners has a news sentiment score of 0.25. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.72 average news sentiment score of Energy companies.

News Coverage This Week

MarketBeat has tracked 7 news articles for Delek Logistics Partners this week, compared to 3 articles on an average week.

Search Interest

Only 7 people have searched for DKL on MarketBeat in the last 30 days. This is a decrease of -77% compared to the previous 30 days.

MarketBeat Follows

Only 6 people have added Delek Logistics Partners to their MarketBeat watchlist in the last 30 days. This is a decrease of 0% compared to the previous 30 days.

Company Ownership

• Score: 0.0 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Delek Logistics Partners insiders have not sold or bought any company stock.

Percentage Held by Insiders

Only 1.00% of the stock of Delek Logistics Partners is held by insiders.

Percentage Held by Institutions

Only 11.75% of the stock of Delek Logistics Partners is held by institutions.

DKL Stock Analysis - Frequently Asked Questions

How have DKL shares performed this year?

Delek Logistics Partners' stock was trading at $42.26 at the start of the year. Since then, DKL shares have increased by 3.5% and is now trading at $43.74.

How were Delek Logistics Partners' earnings last quarter?

Delek Logistics Partners, L.P. (NYSE:DKL) posted its quarterly earnings data on Wednesday, May, 7th. The oil and gas producer reported $0.73 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.73. The oil and gas producer earned $249.93 million during the quarter, compared to analyst estimates of $237.17 million. Delek Logistics Partners had a net margin of 15.88% and a negative trailing twelve-month return on equity of 1,782.51%.
Read the conference call transcript.

How do I buy shares of Delek Logistics Partners?

Shares of DKL stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Delek Logistics Partners own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Delek Logistics Partners investors own include Energy Transfer (ET), Enterprise Products Partners (EPD), Mplx (MPLX), AT&T (T), Rithm Capital (RITM), Ares Capital (ARCC) and Enbridge (ENB).

Company Calendar

• Last Earnings: 5/07/2025
• Record date for 5/15 Dividend: 5/08/2025
• Ex-Dividend for 5/15 Dividend: 5/08/2025
• Dividend Payable: 5/15/2025
• Today: 7/04/2025
• Next Earnings (Estimated): 8/05/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Energy
• Industry: Oil/Gas Prod Pipeline MLP
• Sub-Industry: Transportation
• Current Symbol: NYSE:DKL
• CIK: 1552797
• Web: www.deleklogistics.com
• Phone: (615) 771-6701
• Fax: N/A
• Employees: 2,020
• Year Founded: 2012

Price Target and Rating

• Average Stock Price Target: $44.25
• High Stock Price Target: $50.00
• Low Stock Price Target: $36.00
• Potential Upside/Downside: +1.2%
• Consensus Rating: Hold
• Rating Score (0-4): 2.40
• Research Coverage: 5 Analysts

Profitability

• EPS (Trailing Twelve Months): $2.99
• Trailing P/E Ratio: 14.63
• Forward P/E Ratio: 14.53
• P/E Growth: 0.99
• Net Income: $142.68 million
• Net Margins: 15.88%
• Pretax Margin: 15.92%
• Return on Equity: -1,782.51%
• Return on Assets: 7.43%

Debt

• Debt-to-Equity Ratio: 22.02
• Current Ratio: 1.61
• Quick Ratio: 1.52

Sales & Book Value

• Annual Sales: $940.64 million
• Price / Sales: 2.48
• Cash Flow: $4.76 per share
• Price / Cash Flow: 9.18
• Book Value: $0.69 per share
• Price / Book: 63.39

Miscellaneous

• Outstanding Shares: 53,440,000
• Free Float: 52,907,000
• Market Cap: $2.34 billion
• Optionable: Optionable
• Beta: 0.76