Delek Logistics Partners, LP

Delek Logistics Partners, LP

DKLยทNYSE

$51.14

+0.020%
EnergyOil & Gas Midstream

Delek Logistics Partners, LP owns and operates logistics and marketing assets for crude oil, and intermediate and refined products in the United States. It operates through three segments: Pipelines and Transportation, Wholesale Marketing and Terminalling, and Investment in Pipeline Joint Ventures. The Pipelines and Transportation segment includes pipelines, trucks, and ancillary assets that provide crude oil gathering, crude oil intermediate and refined products transportation, and storage services primarily in support of the Tyler, El Dorado, and Big Spring refineries, as well as offers crude oil and other products transportation services to third parties. This segment operates approximately 400 miles of crude oil transportation pipelines; 450 miles of refined product pipelines; and approximately 900 miles of crude oil gathering, and intermediate and refined products storage tanks with an aggregate of approximately 10.2 million barrels of active shell capacity. The Wholesale Marketing and Terminalling segment provides wholesale marketing, transporting, storage, and terminalling services related to refined products to independent third parties. The Investments in Pipeline Joint Ventures Segment owns a portion of three joint ventures that have constructed separate crude oil pipeline systems and related ancillary assets, which serves third parties and subsidiaries. Delek Logistics GP, LLC serves as the general partner of the company. Delek Logistics Partners, LP was incorporated in 2012 and is headquartered in Brentwood, Tennessee. Delek Logistics Partners, LP operates as a subsidiary of Delek US Holdings, Inc.

At a Glance

Live Snapshot
Market Cap$2.72B
EPS3.3000
P/E Ratio15.50
Earnings Date08/05/2026
dkl

Delek Logistics Partners, LP Street Expectations Map

DKL ยท NYSE

Wall Street analysts project that DKL stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 56.00, with estimates ranging from a low of 52.00 to a high of 60.00.

Lowest Target
52.00
1.68%
Consensus Target
56.00
9.50%
Highest Target
60.00
17.32%

The consensus 1-year price target stands at 56.00, with estimates ranging from a low of 52.00 to a high of 60.00.

Analyst Consensus Analysis

Upside Potential

+9.5%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

14.3% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Delek Logistics Partners, LP Forward Estimates of Revenue

DKL ยท NYSE
Latest Revenue
1.01B
FY 2025
Avg Estimate
1.15B
FY 2026
Estimate Range
1.08B - 1.28B
Analyst Spread

Forward Growth Analysis

Projected Growth+13.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Delek Logistics Partners, LP Forward Estimates of Net Income

DKL ยท NYSE
Latest Net Income
176.46M
FY 2025
Avg Estimate
217.77M
FY 2026
Estimate Range
198.01M - 237.53M
Analyst Spread

Forward Growth Analysis

Projected Growth+23.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Delek Logistics Partners, LP Forward Estimates of EPS

DKL ยท NYSE
Latest EPS
3.30
FY 2025
Avg Estimate
$4.59
FY 2026
Estimate Range
$4.17 - $5.00
Analyst Spread

Forward Growth Analysis

Projected Growth+39.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Delek Logistics Partners, LP Forward Estimates of EBIT

DKL ยท NYSE
Latest EBIT
356.21M
FY 2025
Avg Estimate
340.10M
FY 2026
Estimate Range
319.53M - 377.77M
Analyst Spread

Forward Growth Analysis

Projected Growth-4.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

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Delek Logistics Partners, LP Forward Estimates of EBITDA

DKL ยท NYSE
Latest EBITDA
484.43M
FY 2025
Avg Estimate
436.74M
FY 2026
Estimate Range
410.33M - 485.11M
Analyst Spread

Forward Growth Analysis

Projected Growth-9.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

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Delek Logistics Partners, LP Forward Estimates of SG&A Expense

DKL ยท NYSE
Latest SG&A Expense
28.64M
FY 2025
Avg Estimate
38.25M
FY 2026
Estimate Range
35.94M - 42.49M
Analyst Spread

Forward Growth Analysis

Projected Growth+33.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Delek Logistics Partners, LP Insider Positioning

DKL ยท NYSE

During the last 12 months, insiders have purchased $910K and sold $713K worth of DKL shares, resulting in $197K of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

750

38.14K

Net Activity

-38K

-$38K

6-9 Months

Bought

0

0.00

Sold

9.1K

400.16K

Net Activity

-400K

-$400K

9-12 Months

Bought

21.4K

909.97K

Sold

6.4K

274.34K

Net Activity

+636K

+$636K

Top Buyers

1
BSA

Brillon Sherri Anne

Director

3.1K sharesโ€ข1 transactions

$130K

2
GED

Gadd Eric D

Director

3.1K sharesโ€ข1 transactions

$130K

3
GF

Green Frederec

Director

3.1K sharesโ€ข1 transactions

$130K

4
YEU

Yemin Ezra Uzi

Director, Officer: Chairman

3.1K sharesโ€ข1 transactions

$130K

5
KGF

Kelly Gennifer F.

Director

3.1K sharesโ€ข1 transactions

$130K

Top Sellers

1
SR

Spiegel Reuven

Director, Officer: Executive Vice President, Dkl

5.4K sharesโ€ข11 transactions

$243K

2
SA

Soreq Avigal

Director, Officer: President

4.7K sharesโ€ข2 transactions

$205K

3
MDC

Mcwatters Denise Clark

Officer: Evp, Gen Counsel & Corp Sec

2.0K sharesโ€ข2 transactions

$86K

4
IJ

Israel Joseph

Officer: Evp, Operations

1.5K sharesโ€ข4 transactions

$65K

5
BCJI

Brown Charles J Iii

Director

1.1K sharesโ€ข1 transactions

$49K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Moderately bullish with $197K net buying. Insiders show cautious optimism through measured share purchases.

Buy/Sell Ratio

1.28:1

Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.

Insider Participation

Balanced

5 insider buyers and 5 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Broad-based insider buying: When multiple insiders independently decide to purchase shares, it often reflects genuine confidence rather than coordinated optics. This pattern deserves attention, especially if buying followed a price decline.