Delek Logistics Partners LP (DKL)

Over the past six months, Delek Logistics Partners LP (DKL) stock has trended upwards by 19.79%. As of February 3, 2026, the share price was $51.64, an increase of 19.61% from February 4, 2025. Key events impacting DKL's stock include the Q3 2025 earnings report, where DKL reported an EPS of $0.85, missing analysts' expectations, but quarterly revenue exceeded estimates. Delek Logistics Partners has consistently raised its distribution every quarter for over a decade, offering a 9.27% yield. DKL remains highly leveraged compared to its peers, and its distribution coverage is tight at 1.23x, introducing elevated risk. The Q4 2025 earnings report is scheduled for February 27, 2026.

The search results do not explicitly detail the demand seasonality for Delek Logistics Partners LP's products and services. However, as a midstream energy company, its demand is generally influenced by broader energy market dynamics, including seasonal variations in energy consumption, industrial activity, weather events, and crude oil and natural gas production levels.

Delek Logistics Partners LP (DKL) is a publicly traded master limited partnership (MLP) in the Energy sector, specializing in Oil and Gas Storage and Transportation. The company owns, operates, acquires, and develops logistics, marketing, and midstream assets across the energy value chain. DKL's services include crude oil gathering and transportation through pipelines and storage, refined product storage and distribution of gasoline, diesel, and jet fuel, natural gas gathering and processing, and water gathering and disposal solutions.

Delek Logistics Partners LP's assets and operations are primarily concentrated in the United States, supporting Delek US Holdings' refining and marketing operations in Tyler, Texas; El Dorado, Arkansas; Big Spring, Texas; and Krotz Springs, Louisiana. The company also serves third-party customers across the southeastern U.S. and West Texas, including the Permian Basin. DKL's long-haul pipeline network connects key supply hubs and refining centers across the Mid-Continent and Gulf Coast regions, primarily serving regions in Arkansas, Kansas, Mississippi, Oklahoma, and Texas.

The search results do not contain specific information directly impacting Delek Logistics Partners LP's brand reputation in the past year. However, consistent distribution growth contributes positively to its reputation among income-focused investors. Growth in crude gathering and wastewater disposal volumes suggests operational success. High leverage compared to peers and tight distribution coverage could be a point of concern for some investors.

Delek Logistics Partners LP's ownership is primarily concentrated with its parent company, Delek US Holdings, Inc., which holds a majority stake, including the 2% general partner interest. The remaining limited partner interests are distributed among public shareholders, including a significant portion of institutional investors. Major institutional owners include Alps Advisors Inc., MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Invesco Ltd., Goldman Sachs Group Inc., JPMorgan Chase & Co., Clearbridge Investments, LLC, Westwood Holdings Group Inc., Raymond James Financial Inc., Global X SuperDividend U.S. ETF (DIV), and InfraCap MLP ETF (AMZA).