Dec 24, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Is Growing Third‑Party Business And Margin Strength Altering The Investment Case For Delek Logistics Partners (DKL)?
Delek Logistics Partners LP (DKL) shows improved operational resilience with stronger operating margins, revenue growth, and increased third-party client activity, suggesting less dependence on its sponsor. While tempting with high distribution yields, investors should carefully assess growing leverage and interest coverage risks amidst the positive operational shifts. Analysts project revenue of US$1.1 billion and earnings of US$289.6 million by 2028, with a fair value of US$43.75, implying a slight downside from its current price.
Dec 24, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Is Growing Third‑Party Business And Margin Strength Altering The Investment Case For Delek Logistics Partners (DKL)?
Analysts highlight Delek Logistics Partners' resilience with stronger operating margins, revenue growth, and increasing third-party client activity, suggesting reduced dependence on its sponsor. This operational improvement and growing third-party business could broaden and stabilize its cash flow while the company balances high distributions with leverage concerns. Investors should consider the attractive yields alongside potential risks like increasing leverage.
Dec 21, 2025 • Finviz
BULLISH
3 Monster Dividend Stocks Yielding As Much As 13.6%
This article highlights three dividend stocks—AGNC Investment Corp. (AGNC), Delek Logistics Partners (DKL), and Ares Capital Corporation (ARCC)—that offer dividend yields significantly higher than the S&P 500, ranging from 9.6% to 13.6%. It details each company's business model, dividend stability, and growth prospects, emphasizing their potential for risk-tolerant investors seeking high income. The piece also notes their track records of maintaining or increasing payouts, despite some inherent risks.
Dec 19, 2025 • Stock Traders Daily
NEUTRAL
Trading the Move, Not the Narrative: (DKL) Edition
This article provides a detailed AI-generated stock analysis for Delek Logistics Partners L.p. (DKL), indicating weak near- and mid-term sentiment but a strong long-term outlook. It outlines three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels, along with risk-reward ratios. The analysis emphasizes trading signals and multi-timeframe signal strengths to guide investment decisions.
Dec 14, 2025 • MarketBeat
NEUTRAL
TT Capital Management LLC Makes New $1.27 Million Investment in Delek Logistics Partners, L.P. $DKL
TT Capital Management LLC has made a new investment of $1.27 million in Delek Logistics Partners, L.P. (NYSE:DKL), acquiring 30,600 shares, which represents about 0.06% ownership. Delek Logistics Partners pays a high annualized dividend of $4.48, yielding 10.0%, despite recently missing EPS expectations. Analysts currently have an average "Hold" rating on the stock with a consensus target price of $45.50.
Dec 09, 2025 • Investing.com India
SOMEWHAT-BEARISH
Delek Logistics EVP Spiegel sells $11k in shares By Investing.com
Reuven Spiegel, Executive Vice President at Delek Logistics Partners (NYSE:DKL), sold 250 common units of the company for $11,465 on December 4, 2025. This transaction was part of a pre-arranged 10b5-1 trading plan. The company also reported mixed third-quarter 2025 financial results, with EPS below forecasts but revenue exceeding expectations.