DKL

Delek Logistics Partners, LP

NYSE · Pipe Lines (No Natural Gas) · Inc. TN · CIK 0001552797

$53.02 -1.47% $2.8B

High Impact Filing (7/10)7 New Institutional Positions

Vol

Market Cap$2.8B

Cap SizeMid Cap

Analyst ConsensusSell (8%)

Inst. Holders39 funds

Inst. Value$504.3M

Inst. Activity7 buys / 1 sells

Insider Activity0B / 2S

Insider Net $-$26.4K

SEC Reports4

Exchange NYSE·Sector Pipe Lines (No Natural Gas)·Inc. TN·CIK 0001552797·Prev Close $53.81

Recent Activity

Jun 10, 2026 Insider

McWatters Denise Clark surrendered for taxes 1,277 shares

EVP, Gen Counsel & Corp Sec @ $52.49 ($67.0K)

Jun 10, 2026 Insider

Spiegel Reuven surrendered for taxes 1,485 shares

Executive Vice President, DKL @ $52.49 ($77.9K)

Jun 10, 2026 Insider

Soreq Avigal surrendered for taxes 1,646 shares

President @ $52.49 ($86.4K)

May 14, 2026 SEC

Delek Logistics Partners issued $800M of 6.875% senior notes due 2034, using proceeds to fund a cash tender offer for $2

8-K — Impact 6/10

May 6, 2026 short_interest

FTD: DKL — 19,771 shares ($1.0M) failed to deliver

Settlement: 20260506, Price: $52.58, FTD Value: $1,039,559.18, DELEK LOGISTICS PARTNERS LP CO

May 4, 2026 SEC

Delek Logistics announced a tender offer for any and all of its outstanding 7.125% Senior Notes due 2028, funded by a co

8-K — Impact 4/10

Apr 29, 2026 SEC

DKL reported Q1 2026 revenue of $297.5M (+19% YoY) but net income fell to $32.4M ($0.60/unit) from $39.0M ($0.73/unit) a

8-K — Impact 5/10

Inst.

Clearbridge Investments, LLC — ADD

390,158 shares ($19.4M)

Price Targets

$51.40 -3.1% upside Hold

Current $53.02 Low $36.00 Median $52.00 High $60.00 5 analysts

$36.00 $60.00

Analyst Ratings

Strong Sell8% buy · 12 analysts

0Strong Buy

1Buy

5Hold

5Sell

1Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
Apr 21, 2026	Mizuho	MAINTAIN	Neutral → Neutral
Mar 24, 2026	Truist Securities	INITIATE	Buy → Hold
Mar 6, 2026	Citigroup	DOWNGRADE	Buy → Neutral

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$1.47	$1.47 — $1.47	5% YoY	1
Next Q	$1.37	$1.37 — $1.37		1
Current FY	$5.53	$5.53 — $5.53	-6% YoY	1
Next FY	$3.97 ▼ -8.8%	$2.87 — $4.80	20% YoY	4

Latest Reports

MIXED 8-K 6/10

Delek Logistics Partners issued $800M of 6.875% senior notes due 2034, using proceeds to fund a cash tender offer for $2

May 14, 2026

NEUTRAL 8-K 4/10

Delek Logistics announced a tender offer for any and all of its outstanding 7.125% Senior Notes due 2028, funded by a co

May 4, 2026

Top Institutional Holders

Fund	Value	Move
ALPS ADVISORS INC	$227.7M	ADD
MIRAE ASSET GLOBAL ETFS	$79.5M	ADD
Invesco Ltd.	$75.4M	—
GOLDMAN SACHS GROUP INC	$31.9M	—
Clearbridge Investments, LLC	$19.4M	ADD

Recent Insider Trades

Date	Insider	Type	Value
Jun 10, 2026	McWatters Denise	F	$67.0K
Jun 10, 2026	Spiegel Reuven	F	$77.9K
Jun 10, 2026	Soreq Avigal	F	$86.4K
Jun 10, 2026	Hobbs Mark	F	$18.4K
Jun 10, 2026	Wright Robert	F	$3.9K

39 institutional holders with $504.3M total value (10,185,477 shares) as of 2026-Q1. Top holders: ALPS, MIRAE, Invesco. Net buying activity: 7 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	ALPS ADVISORS INC	4,575,667	$227.7M	45.2%	ADD +31.3%
2	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1,597,702	$79.5M	15.8%	ADD +26.2%
3	Invesco Ltd.	1,515,192	$75.4M	15.0%	—
4	GOLDMAN SACHS GROUP INC	641,435	$31.9M	6.3%	—
5	Clearbridge Investments, LLC	390,158	$19.4M	3.9%	ADD +39.4%
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	284,800	$14.2M	2.8%	—
7	RAYMOND JAMES FINANCIAL INC	255,230	$12.7M	2.5%	ADD +30.8%
8	Blackstone Inc.	138,325	$6.9M	1.4%	ADD +42.7%
9	PEAK6 LLC	134,800	$6.7M	1.3%	NEAR_EXIT -78.0%
10	NEOS Investment Management LLC	111,094	$5.5M	1.1%	DOUBLED +1166.5%
11	MORGAN STANLEY	100,364	$5.0M	1.0%	ADD +41.4%
12	FIRST TRUST ADVISORS LP	71,006	$3.5M	0.7%	—
13	CITADEL ADVISORS LLC	68,500	$3.4M	0.7%	NEAR_EXIT -76.1%
14	Bramshill Investments, LLC	29,223	$1.5M	0.3%	ADD +30.7%
15	SUSQUEHANNA INTERNATIONAL GROUP, LLP	29,100	$1.4M	0.3%	—
16	EXCHANGE TRADED CONCEPTS, LLC	19,304	$960.6K	0.2%	—
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	19,074	$949.1K	0.2%	—
18	CITADEL ADVISORS LLC	17,889	$890.2K	0.2%	NEAR_EXIT -76.1%
19	Cerity Partners LLC	15,413	$767.0K	0.2%	DOUBLED +103.8%
20	Allspring Global Investments Holdings, LLC	14,700	$731.5K	0.1%	—

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
Clearbridge Investments, LLC	ADD	279,818	390,158	+39.4%	$19.4M	2026-Q1
NEOS Investment Management LLC	DOUBLED	8,772	111,094	+1166.5%	$5.5M	2026-Q1
MORGAN STANLEY	ADD	70,976	100,364	+41.4%	$5.0M	2026-Q1
Cerity Partners LLC	DOUBLED	7,563	15,413	+103.8%	$767.0K	2026-Q1
FMR LLC	TRIM	21,140	12,380	-41.4%	$616.0K	2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	ADD	5,641	10,782	+91.1%	$536.5K	2026-Q1
CWM, LLC	ADD	302	503	+66.6%	$25.0K	2026-Q1
HRT FINANCIAL LP	DOUBLED	25,549	51,726	+102.5%	$2.6K	2026-Q1
WELLS FARGO & COMPANY/MN	ADD	10,266	13,523	+31.7%	$603.4K	2025-Q4
Independent Advisor Alliance	DOUBLED	5,679	12,453	+119.3%	$555.7K	2025-Q4
BANK OF AMERICA CORP /DE/	TRIM	7,286	3,858	-47.0%	$172.2K	2025-Q4
UBS Group AG	TRIM	161,588	114,915	-28.9%	$5.2M	2025-Q3
MORGAN STANLEY	TRIM	132,286	76,702	-42.0%	$3.5M	2025-Q3
CITADEL ADVISORS LLC	NEAR_EXIT	145,141	34,750	-76.1%	$1.6M	2025-Q3
Bramshill Investments, LLC	ADD	25,063	32,746	+30.7%	$1.5M	2025-Q3
BANK OF AMERICA CORP /DE/	ADD	4,194	7,286	+73.7%	$331.8K	2025-Q3
PEAK6 LLC	NEAR_EXIT	9,514	2,095	-78.0%	$95.4K	2025-Q3
BARCLAYS PLC	NEAR_EXIT	53,347	312	-99.4%	$14.2K	2025-Q3
HRT FINANCIAL LP	TRIM	74,704	32,297	-56.8%	$1.5K	2025-Q3
BANK OF MONTREAL /CAN/	EXIT	268,845	0	-100.0%	$0.00	2025-Q3
RAYMOND JAMES FINANCIAL INC	ADD	156,752	205,036	+30.8%	$8.8M	2025-Q2
Blackstone Inc.	ADD	91,077	129,929	+42.7%	$5.6M	2025-Q2
WELLS FARGO & COMPANY/MN	TRIM	20,506	9,344	-54.4%	$401.3K	2025-Q2
STIFEL FINANCIAL CORP	ADD	4,921	6,282	+27.7%	$269.8K	2025-Q2
HRT FINANCIAL LP	DOUBLED	19,745	74,704	+278.3%	$3.2K	2025-Q2

14 unique insiders with 27 transactions. Net insider value: -$26.4K ($0.00 bought, $26.4K sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 10, 2026	McWatters Denise Clark	EVP, Gen Counsel & Corp Sec	TAX W/H	1,277	$52.49	$67.0K
Jun 10, 2026	Spiegel Reuven	Executive Vice President, DKL	TAX W/H	1,485	$52.49	$77.9K
Jun 10, 2026	Soreq Avigal	President	TAX W/H	1,646	$52.49	$86.4K
Jun 10, 2026	Hobbs Mark Wayne	EVP	TAX W/H	350	$52.49	$18.4K
Jun 10, 2026	Wright Robert G.	EVP, Chief Financial Officer	TAX W/H	74	$52.49	$3.9K
Jun 10, 2026	Kelly Gennifer F.	Director	AWARD	2,476	$52.49	$130.0K
Jun 10, 2026	Brillon Sherri Anne	Director	AWARD	2,476	$52.49	$130.0K
Jun 10, 2026	Green Frederec	Director	AWARD	2,476	$1,527.00	$3.8M
Jun 10, 2026	GADD ERIC D	Director	AWARD	2,476	$52.49	$130.0K
Jun 10, 2026	HADDOCK RON W	Director	AWARD	2,476	$52.49	$130.0K
Jun 10, 2026	Yemin Ezra Uzi	Chairman	AWARD	2,476	$52.49	$130.0K
Jun 10, 2026	Brown Charles J III	Director	AWARD	2,476	$52.49	$130.0K
Apr 1, 2026	Delek US Holdings, Inc.	Director	D	359,372	—	—
Mar 10, 2026	Israel Joseph	EVP	AWARD	5,658	—	—
Mar 10, 2026	Israel Joseph	EVP	TAX W/H	575	$53.02	$30.5K
Mar 10, 2026	McWatters Denise Clark	EVP, Gen Counsel & Corp Sec	TAX W/H	1,439	$53.02	$76.3K
Mar 10, 2026	Soreq Avigal	President	TAX W/H	2,201	$53.02	$116.7K
Mar 10, 2026	Soreq Avigal	President	AWARD	21,218	—	—
Mar 10, 2026	Hobbs Mark Wayne	EVP	AWARD	4,715	—	—
Mar 10, 2026	Hobbs Mark Wayne	EVP	TAX W/H	461	$53.02	$24.4K
Mar 10, 2026	Spiegel Reuven	Executive Vice President, DKL	AWARD	7,544	—	—
Mar 10, 2026	Wright Robert G.	EVP, Chief Financial Officer	AWARD	2,357	—	—
Mar 10, 2026	Wright Robert G.	EVP, Chief Financial Officer	TAX W/H	831	$53.02	$44.1K
Mar 9, 2026	Israel Joseph	EVP	TAX W/H	168	$51.62	$8.7K
Mar 4, 2026	Spiegel Reuven	Executive Vice President, DKL	SELL	250	$53.20	$13.3K
Feb 4, 2026	Spiegel Reuven	Executive Vice President, DKL	SELL	250	$52.38	$13.1K
Mar 17, 2025	Delek US Holdings, Inc.	Director	D	243,075	—	—

4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 2 mixed, 1 neutral. Avg impact: 5.5/10.

MIXED 8-K 6/10

Delek Logistics Partners issued $800M of 6.875% senior notes due 2034, using proceeds to fund a cash

May 14, 2026

NEUTRAL 8-K 4/10

Delek Logistics announced a tender offer for any and all of its outstanding 7.125% Senior Notes due

May 4, 2026

MIXED 8-K 5/10

DKL reported Q1 2026 revenue of $297.5M (+19% YoY) but net income fell to $32.4M ($0.60/unit) from $

Apr 29, 2026

BULLISH 8-K 7/10

Delek Logistics reported record Q4 2025 results with net income of $47.3 million and adjusted EBITDA

Feb 27, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (8% buy). Based on 12 analysts: 0 strong buy, 1 buy, 5 hold, 5 sell, 1 strong sell.

Analyst Price Targets

$51.40 mean target -3.1% upside Hold (3.00)

$36.00 Low $60.00 High

Metric	Value
Current Price	$53.02
Target Low	$36.00
Target Mean	$51.40
Target Median	$52.00
Target High	$60.00
# Analysts	5
Recommendation	Hold (3.00)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$1.47	$1.47	$1.47	4.5%	+0.0%	—	$0.3B	12.5%	1
Next Q 2026-09-30	$1.37	$1.37	$1.37	—	+0.0%	—	$0.3B	5.6%	1
Current FY 2026-12-31	$5.53	$5.53	$5.53	-6.3%	+0.0%	—	$1.2B	13.6%	1
Next FY 2027-12-31	$3.97	$2.87	$4.80	20.4%	-8.8%	0↑ 3↓	$1.2B	0.3%	4

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$1.470
7d ago	$1.470
30d ago	$1.470
60d ago	$0.000	+1.470
90d ago	$0.000	+1.470

3 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
Apr 21, 2026	Mizuho	MAINTAIN	Neutral	Neutral
Mar 24, 2026	Truist Securities	INITIATE	Buy	Hold
Mar 6, 2026	Citigroup	DOWNGRADE	Buy	Neutral

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Strong Sell	Buy %
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%
Jan 1, 2026	2	3	2	1	0	63%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 6, 2026

short_interest

FTD: DKL — 19,771 shares ($1.0M) failed to deliver

Settlement: 20260506, Price: $52.58, FTD Value: $1,039,559.18, DELEK LOGISTICS PARTNERS LP CO

May 4, 2026

short_interest

FTD: DKL — 18,546 shares ($1.0M) failed to deliver

Settlement: 20260504, Price: $53.95, FTD Value: $1,000,556.7, DELEK LOGISTICS PARTNERS LP CO

Apr 30, 2026

short_interest

FTD: DKL — 19,451 shares ($1.0M) failed to deliver

Settlement: 20260430, Price: $53.06, FTD Value: $1,032,070.06, DELEK LOGISTICS PARTNERS LP CO

Apr 29, 2026

short_interest

FTD: DKL — 20,258 shares ($1.0M) failed to deliver

Settlement: 20260429, Price: $50.86, FTD Value: $1,030,321.88, DELEK LOGISTICS PARTNERS LP CO

Apr 29, 2026

earnings_calendar

DKL Q1 2026 Earnings Scheduled — 2026-04-29

Apr 21, 2026

short_interest

FTD: DKL — 25,810 shares ($1.3M) failed to deliver

Settlement: 20260421, Price: $50.07, FTD Value: $1,292,306.7, DELEK LOGISTICS PARTNERS LP CO

Mar 27, 2026

short_interest

FTD: DKL — 10,789 shares ($0.6M) failed to deliver

Settlement: 20260327, Price: $54.17, FTD Value: $584,440.13, DELEK LOGISTICS PARTNERS LP CO

Feb 27, 2026

earnings_calendar

DKL Q4 2025 Earnings After Market Close — 2026-02-27