Delek Logistics Partners, LP

DKL • Oil & Gas Midstream

$55.70

▲ +0.43 (+0.78%)

Current price

EarningsLatest report: Jun 30, 2026

BALANCED PROFILENeutralConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Mixed profile. The company is not automatically unattractive, but valuation, growth, or balance-sheet evidence does not yet justify a stronger signal.

Market Cap

$2.98B

Growth

-0.7%

Cash Flow

4/5

Trend

Mostly stable

Evidence

Stable or improving margins · 17.4%Consistent free cash flow · 4/5Reasonable earnings multiple · 13.53High debt level · 5.75

Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 7, 2026, 12:53 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$55.70

Change0.78%

Shares Out53.43M

Market Cap$2.98B

Enterprise Value$3.00B

52W Range41.72 - 61.50

Beta0.44

P/E19.32

P/S2.48

P/B-42.95

P/FCF12.89

EV/Sales2.50

Price$55.70

Change0.78%

Shares Out53.43M

Market Cap$2.98B

Enterprise Value$3.00B

52W Range41.72 - 61.50

Beta0.44

P/E19.32

P/S2.48

P/B-42.95

P/FCF12.89

EV/Sales2.50

EV/EBITDA6.91

EV/FCF12.98

Earnings Yield5.18%

FCF Yield7.76%

Dividend Yield6.03%

Gross Margin20.89%

Oper. Margin18.01%

Profit Margin17.41%

Debt/Eq5.75

Current Ratio1.12

Quick Ratio1.07

Revenue 5Y-0.69%

Target$56.00

Target Upside0.54%

Target Median$56.00

Target Range52.00 - 60.00

Volume77.95K

Avg Volume77.30K

EPS Surprise-0.26

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

79/100

Financial Strength

Debt, cash, stability

42/100

Growth Potential

Revenue and expansion

40/100

Price Attractiveness

Cheap or expensive today

70/100

Why this score▼

Stable or improving margins · 17.4%Consistent free cash flow · 4/5Reasonable earnings multiple · 13.53High debt level · 5.75

Analyst view

Analyst sentiment and price target

DKL

Analyst sentiment

Based on 10 analyst votes · 2026-09-05

55/100

Neutral

Bullish

Hold

Bearish

Price Target

2026-08-07

Low

$52.00

Mean

$56.00

Median

$56.00

High

$60.00

Company Overview

IPO: 11/2/2012

Industry: Oil & Gas Midstream

P/B i: -42.95

Debt / Equity i: 5.75

Operating Margin: 18.01%

Net Margin: 17.41%

ROE i: -

ROIC: -

Financial Health

Score8 / 20

Debt / Equity: 5.75

Current Ratio: 1.12

Quick Ratio: 1.07

Status: Moderate

Warnings

High debt level

Insider Transactions

Recent executive and insider activity

⚠ 2 high-volume insider sells detected

Lavender Misty

Transaction: 07/01/2026

OTHER

Change

Price

Not reported

Filing

07/10/2026

Type

OTHER

Green Frederec

Transaction: 06/10/2026

BUY

Change

+2,476

Price

$52.49

Filing

06/16/2026

Type

BUY

Wright Robert G.

Transaction: 06/10/2026

SELL

Change

-74

Price

$52.49

Filing

06/12/2026

Type

SELL

Insider	Type	Change	Price	Transaction	Filing
Lavender Misty	OTHER	0	Not reported	07/01/2026	07/10/2026
Green Frederec	BUY	+2,476	$52.49	06/10/2026	06/16/2026
Wright Robert G.	SELL	-74	$52.49	06/10/2026	06/12/2026
Brillon Sherri Anne	BUY	+2,476	$52.49	06/10/2026	06/12/2026
Green Frederec	BUY	+2,476	$1527.00	06/10/2026	06/12/2026
Kelly Gennifer F.	BUY	+2,476	$52.49	06/10/2026	06/12/2026
Yemin Ezra Uzi	BUY	+2,476	$52.49	06/10/2026	06/12/2026
GADD ERIC D	BUY	+2,476	$52.49	06/10/2026	06/12/2026
Hobbs Mark Wayne	SELL	-350	$52.49	06/10/2026	06/12/2026
Brown Charles J III	BUY	+2,476	$52.49	06/10/2026	06/12/2026
HADDOCK RON W	BUY	+2,476	$52.49	06/10/2026	06/12/2026
Soreq Avigal	SELL	-1,646	$52.49	06/10/2026	06/12/2026
Spiegel Reuven	SELL	-1,485	$52.49	06/10/2026	06/12/2026
McWatters Denise Clark	SELL	-1,277	$52.49	06/10/2026	06/12/2026
Delek US Holdings, Inc.	SELL	-359,372	Not reported	04/01/2026	05/22/2026
Delek US Holdings, Inc.	SELL	-243,075	Not reported	03/17/2025	05/22/2026
Wright Robert G.	BUY	+2,357	Not reported	03/10/2026	03/12/2026
Spiegel Reuven	BUY	+7,544	Not reported	03/10/2026	03/12/2026
Hobbs Mark Wayne	SELL	-461	$53.02	03/10/2026	03/12/2026
McWatters Denise Clark	SELL	-1,439	$53.02	03/10/2026	03/12/2026

About the Company

Delek Logistics Partners, LP

Delek Logistics Partners, LP (DKL) manages and operates a diverse portfolio of logistics and marketing assets for crude oil, intermediate, and refined petroleum products throughout the United States. The company's operations are structured into three primary segments: Pipelines and Transportation, Wholesale Marketing and Terminalling, and Investments in Pipeline Joint Ventures. The Pipelines and Transportation division encompasses a comprehensive network of pipelines, trucking fleets, and supporting facilities. It provides essential services such as crude oil gathering, the movement of crude, intermediate, and refined products, and storage solutions. These services primarily bolster the operations of the Tyler, El Dorado, and Big Spring refineries, while also extending transport capabilities for crude and other products to external clients. This segment includes approximately 400 miles of crude oil transportation pipelines and 450 miles of refined product pipelines. Additionally, it operates roughly 900 miles dedicated to crude oil gathering, alongside storage tanks for intermediate and refined products, boasting a combined active shell capacity of around 10.2 million barrels. Through its Wholesale Marketing and Terminalling segment, the company delivers bulk marketing, transport, storage, and terminalling services exclusively for refined petroleum products to independent third-party customers. The Investments in Pipeline Joint Ventures segment involves equity stakes in three collaborative ventures. These partnerships have developed distinct crude oil pipeline systems and associated infrastructure, which cater to both external parties and Delek's own subsidiaries. Delek Logistics GP, LLC acts as the general partner for the firm. Established in 2012, Delek Logistics Partners, LP is headquartered in Brentwood, Tennessee, and operates as a subsidiary of Delek US Holdings, Inc.

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Latest news

Delek Logistics President Soreq Buys 2,500 Shares

The purchase was made on Aug. 13 and valued at $125,000. The transaction increased the insider's direct equity position by 3%.

The Motley Fool

3 Top Oil & Gas MLPs to Consider with Dividend Yields Above 5%

Generating stronger distributable cash flow in their latest quarters, these high-yield energy stocks remain worthy of consideration for income-focused investors.

Zacks Investment Research

Delek Logistics Chairman Yemin Buys 6,000 Shares for $300,000

The chairman acquired 6,000 shares at $50.00 per share for a total transaction value of $300,000. The purchase increased the reporting owner's total equity position by 3%.

The Motley Fool

Delek Logistics EVP Hobbs Buys 4,000 Shares for $200,000

The executive acquired 4,000 shares at $50 per share. The purchase increased the insider's direct equity holdings by 20%.

The Motley Fool

Delek Logistics CFO Buys 1,500 Shares for $75,000. Here's a Closer Look at the Transaction.

The executive purchased 1,500 shares for $75,000 at a weighted average price of $50.00 per share on August 13, 2026. The acquisition was made through direct ownership, bringing the executive's total position to 7,994 shares.

The Motley Fool

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-04-29	0.86	0.6	-0.26
2026-02-27	1.43	0.88	-0.55
2025-11-07	1.11	0.85	-0.26
2025-08-06	0.79	0.83	0.04
2025-05-07	0.73	0.73	0
2025-02-25	0.74	0.68	-0.06
2024-11-06	0.84	0.71	-0.13
2024-08-06	0.82	0.87	0.05
2024-05-07	0.79	0.73	-0.06
2024-02-27	0.85	0.85	0
2023-11-07	0.79	0.8	0.01
2023-08-07	0.83	0.73	-0.1