Market Cap
$2.8B
DKL
Delek Logistics Partners, LP
$54.93 ▲ +0.84%
Prev close $54.47Market cap$2.8B
ConsensusStrong Sell
12-mo target$53.17 (-3.2%)
▼ Bearish
Analyst conviction 1/10
Insider Buying Cluster (5 insiders)High Impact Filing (7/10)8 New Institutional Positions Traditional Energy
Snapshot
The big-picture read on DKL right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (8%)
Inst. Holders
50 funds
Inst. Value
$571.1M
Inst. Activity
8 buys / 2 sells
Insider Activity
$750.0K buy / $26.4K sell
Insider Net $
$723.6K
SEC Reports
8
Price chart 30d -0.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 10, 2026 Insider
Spiegel Reuven surrendered for taxes 743 shares
EVP, Delek Logistics @ $57.00 ($42.4K)
Sep 10, 2026 Insider
Soreq Avigal surrendered for taxes 3,038 shares
President @ $57.00 ($173.2K)
Sep 10, 2026 Insider
Aug 18, 2026 SEC Wright Robert G. surrendered for taxes 229 shares
EVP, Chief Financial Officer @ $57.00 ($13.1K)
A cluster of five Delek Logistics insiders, including the Chairman, President, and CFO, made open-market purchases total
CLUSTER — Impact 6/10
Delek Logistics Partners (DKL) priced a public offering of 4,000,000 common units at $50.00 per unit, with an underwrite
8-K — Impact 5/10
Aug 14, 2026 ftd
Aug 13, 2026 SEC FTD: DKL — 122,834 shares ($6.4M) failed to deliver
Settlement: 20260814, Price: $52.30, FTD Value: $6,424,218.2, DELEK LOGISTICS PARTNERS LP CO
Delek Logistics Partners, LP priced an underwritten public offering of 4,000,000 common units at $50.00 per unit, raisin
8-K — Impact 6/10
Jun 30, 2026 Inst.
MORGAN STANLEY — DOUBLED
528,545 shares ($27.2M)
Analyst ratings buy % -87.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
8% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 17, 2026 | UBS | INITIATE | Neutral | 55% |
| Apr 21, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 1 | 6 | 5 | 1 | 8% | |
| Aug 1, 2026 | 0 | 1 | 6 | 5 | 1 | 8% | |
| Jul 1, 2026 | 0 | 1 | 5 | 5 | 1 | 8% | |
| Jun 1, 2026 | 0 | 1 | 5 | 5 | 1 | 8% | |
| May 1, 2026 | 0 | 1 | 5 | 5 | 1 | 8% | |
| Apr 1, 2026 | 0 | 1 | 5 | 5 | 1 | 8% | |
| Mar 1, 2026 | 2 | 3 | 2 | 1 | 0 | 63% | |
| Feb 1, 2026 | 2 | 3 | 2 | 1 | 0 | 63% |
Price targets
Where 6 covering analysts think DKL trades over the next 12 months.
$53.17 -3.2% upside Hold
Current$54.93 Low$36.00 Median$56.50 High$61.00 6 analysts
$36.00$61.00
Analyst rating Hold· 3.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 2 bullish, 3 bearish, 2 mixed, 1 neutral · avg impact 5.8/10.
BULLISHCLUSTER6/10
A cluster of five Delek Logistics insiders, including the Chairman, President, and CFO, made open-ma
Aug 18, 2026
BEARISH8-K5/10
Delek Logistics Partners (DKL) priced a public offering of 4,000,000 common units at $50.00 per unit
Aug 14, 2026
BEARISH8-K6/10
Delek Logistics Partners, LP priced an underwritten public offering of 4,000,000 common units at $50
Aug 13, 2026
BEARISH8-K7/10
Delek Logistics Partners reported Q2 2026 net income of $28.9M ($0.54 per unit), a sharp decline fro
Aug 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 14, 2026
ftd
FTD: DKL — 122,834 shares ($6.4M) failed to deliver
Settlement: 20260814, Price: $52.30, FTD Value: $6,424,218.2, DELEK LOGISTICS PARTNERS LP CO
Aug 7, 2026
ftd
FTD: DKL — 20,377 shares ($1.2M) failed to deliver
Settlement: 20260807, Price: $58.90, FTD Value: $1,200,205.3, DELEK LOGISTICS PARTNERS LP CO
Aug 5, 2026
earnings_calendar
DKL Q2 2026 Earnings Scheduled — 2026-08-05
Aug 3, 2026
ftd
FTD: DKL — 92,006 shares ($5.5M) failed to deliver
Settlement: 20260803, Price: $60.31, FTD Value: $5,548,881.86, DELEK LOGISTICS PARTNERS LP CO
Jul 15, 2026
short_interest_report
Short Interest: DKL up 6% to 0.5M shares
Settlement 2026-07-15 | Days to cover: 10.32 | ≈1.02% of shares outstanding (est.)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.04 | $0.61–$1.41 | 22.1% | -1.4% | 3↑ 1↓ | $0.4B | 6 |
| Next Q | $0.96 | $0.58–$1.40 | 9.1% | +1.9% | 3↑ 1↓ | $0.4B | 5 |
| Current FY | $3.47 | $2.34–$5.53 | 5.3% | -0.4% | 2↑ 2↓ | $1.4B | 6 |
| Next FY | $4.29 | $3.27–$6.39 | 23.4% | -1.6% | 3↑ 1↓ | $1.4B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.038 | — |
| 7d ago | $1.053 | -0.015 |
| 30d ago | $1.053 | -0.015 |
| 60d ago | $0.927 | +0.111 |
| 90d ago | $0.940 | +0.099 |
Institutional ownership
Which big funds own DKL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $571.1M total value (11,083,184 shares) as of 2026-Q2. Top holders: TORONTO, ALPS, MIRAE. Net buying activity: 8 institutions added/increased vs 2 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| TORONTO DOMINION BANK | 21 | $0.00 | 0.0% | — |
| ALPS ADVISORS INC | 4,384,141 | $226.0M | 39.6% | — |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,630,692 | $84.0M | 14.7% | — |
| Invesco Ltd. | 1,515,208 | $78.1M | 13.7% | — |
| MORGAN STANLEY | 528,545 | $27.2M | 4.8% | DOUBLED +426.6% |
| GOLDMAN SACHS GROUP INC | 490,801 | $25.3M | 4.4% | — |
| Clearbridge Investments, LLC | 489,458 | $25.2M | 4.4% | ADD +25.5% |
| JPMORGAN CHASE & CO | 328,315 | $16.8M | 2.9% | ADD +30.4% |
| RAYMOND JAMES FINANCIAL INC | 275,718 | $14.2M | 2.5% | ADD +30.8% |
| NEOS Investment Management LLC | 173,361 | $8.9M | 1.6% | ADD +56.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 100,364 | 528,545 | +426.6% | $27.2M |
| Clearbridge Investments, LLC | ADD | 390,158 | 489,458 | +25.5% | $25.2M |
| NEOS Investment Management LLC | ADD | 111,094 | 173,361 | +56.0% | $8.9M |
| CITADEL ADVISORS LLC | DOUBLED | 17,889 | 70,654 | +295.0% | $3.6M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 2,919 | 7,425 | +154.4% | $382.7K |
| Tidal Investments LLC | ADD | 4,577 | 7,363 | +60.9% | $379.5K |
| GUGGENHEIM CAPITAL LLC | ADD | 4,387 | 6,238 | +42.2% | $321.5K |
| FMR LLC | TRIM | 12,380 | 5,250 | -57.6% | $270.6K |
| OSAIC HOLDINGS, INC. | ADD | 513 | 687 | +33.9% | $35.4K |
| BARCLAYS PLC | NEAR_EXIT | 4,486 | 410 | -90.9% | $21.1K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 38 transactions. Net $723.6K — $750.0K bought, $26.4K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Spiegel Reuven | EVP, Delek Logistics | TAX W/H | 743 | $57.00 | $42.4K |
| Sep 10, 2026 | Soreq Avigal | President | TAX W/H | 3,038 | $57.00 | $173.2K |
| Sep 10, 2026 | Wright Robert G. | EVP, Chief Financial Officer | TAX W/H | 229 | $57.00 | $13.1K |
| Sep 10, 2026 | Hobbs Mark Wayne | EVP | TAX W/H | 659 | $57.00 | $37.6K |
| Aug 13, 2026 | Soreq Avigal | President | BUY | 2,500 | $50.00 | $125.0K |
| Aug 13, 2026 | Spiegel Reuven | Executive Vice President, DKL | BUY | 1,000 | $50.00 | $50.0K |
| Aug 13, 2026 | Wright Robert G. | EVP, Chief Financial Officer | BUY | 1,500 | $50.00 | $75.0K |
| Aug 13, 2026 | Hobbs Mark Wayne | EVP | BUY | 4,000 | $50.00 | $200.0K |
| Aug 13, 2026 | Yemin Ezra Uzi | Chairman | BUY | 6,000 | $50.00 | $300.0K |
| Jun 10, 2026 | Brown Charles J III | Director | AWARD | 2,476 | $52.49 | $130.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DKL.
Shares short
273,991
Settlement Sep 15, 2026
Change vs prior
+105.8%
Semi-monthly cycle
Days to cover
1.8
At avg daily volume
Of shares outstanding
≈0.5%
Estimate — not % of float
All DKL filing & press-release reports (8)
- CLUSTER reportAug 18, 2026
- 8-K reportAug 14, 2026
- 8-K reportAug 13, 2026
- 8-K reportAug 5, 2026
- 8-K reportMay 14, 2026
- 8-K reportMay 4, 2026
- 8-K reportApr 29, 2026
- 8-K reportFeb 27, 2026