Delek Logistics Partners LP (DKL)

Over the past six months, several events have impacted Delek Logistics Partners LP's stock price. In November 2025, the company reported its Q3 2025 earnings, where it missed analysts' consensus estimates for earnings per share but exceeded revenue expectations. Despite the EPS miss, DKL reported a record quarterly adjusted EBITDA of approximately $136 million and increased its full-year EBITDA guidance to the upper end of the range between $500 million and $520 million. On November 13, 2025, Delek Logistics increased its quarterly distribution to $1.12 per unit, marking its 50th consecutive increase. The stock also crossed above its 200-day moving average on November 26, 2025. Earlier in the six-month period, on June 30, 2025, Delek Logistics Partners announced the closing of an upsized offering of $700 million of senior notes. In May 2025, the company reported record first-quarter 2025 results, with adjusted EBITDA up 15% year-over-year, and increased its quarterly cash distribution to $1.11 per common limited partner unit on April 28, 2025.

The demand for Delek Logistics Partners LP's services can be influenced by seasonal changes. While transportation activities, particularly ancillary trucking services, can be responsive to seasonal shifts, the demand for their core services may also fluctuate in opposition to seasonal patterns or be affected by customers' strategic decisions regarding storage or sale of committed volumes. The company's midstream infrastructure aims to support the continuous movement of crude oil, refined products, natural gas, and water resources, and storage tanks are used to stabilize supply levels until distribution aligns with downstream demand.

Delek Logistics Partners LP (DKL) is a publicly traded master limited partnership (MLP) focused on the midstream energy sector. The company owns, operates, acquires, and develops high-performance logistics, marketing, and midstream assets. DKL's portfolio includes crude oil, refined products, natural gas, and water, and they provide services such as gathering, processing, transporting, and storing crude oil and natural gas, as well as marketing, distributing, and storing finished petroleum products. Additionally, Delek Logistics supports natural gas gathering and processing and offers water gathering and disposal services.

Delek Logistics Partners LP's operations are primarily concentrated in the southeastern U.S. and West Texas. Their assets are strategically located in energy-active regions, including the Permian Basin (Midland and Delaware areas) and the Gulf Coast. The company's infrastructure supports Delek US Holdings, Inc.'s refining and marketing operations in Tyler, Texas; El Dorado, Arkansas; Big Spring, Texas; and Krotz Springs, Louisiana. They also serve an expanding base of third-party customers across these regions.

Delek Logistics Partners LP emphasizes its commitment to operational excellence and sustainability. The company highlights its social commitment, including aspects of safety, environment, sustainability, and philanthropy. However, specific events that have notably impacted Delek Logistics Partners LP's brand reputation, either positively or negatively, in the past year were not explicitly detailed in the search results.

Delek US Holdings Inc. is the largest shareholder of Delek Logistics Partners LP, owning 93.23% of the company's shares, which represents 49.86 million shares. Major institutional owners of DKL include Alps Advisors Inc., Mirae Asset Global Etfs Holdings Ltd., Invesco Ltd., Goldman Sachs Group Inc., and JPMorgan Chase & Co. As of September 30, 2025, Alps Advisors Inc. held 4,323,382 shares, and Mirae Asset Global Etfs Holdings Ltd. held 1,584,902 shares. Overall, Delek Logistics Partners, LP has 116 institutional owners holding a total of 20,006,564 shares.