DELEK LOGISTICS PARTNERS, LP
At today's price, DELEK LOGISTICS PARTNERS, LP (DKL) is priced for +7.3% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
Adjusted EBITDA has been climbing, reaching $132.3 million in the first quarter of 2026 from $123.2 million a year earlier, and the partnership reaffirmed full-year 2026 adjusted EBITDA guidance of $520 million to $560 million. Operating margin runs near 16%, well above the thin margins of its refining sponsor. At about $50 a unit the market is paying roughly 25 times company-wide operating income, which inverts to an embedded assumption of about 6% operating-profit growth a year for five years
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80 institutional managers reported holding DKL in 13F filings for the quarter ended 2026-03-31. 12 opened new positions that quarter. Held by Invesco, Goldman Sachs, Cohen & Steers, among others. On the short side, 562k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (7.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at DKL over the trailing three years: 2023: 5 buys totaling $122k; 2024: 9 buys totaling $697k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DKL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -5.0% | +4.5% |
| 2023-11-09 | -0.6% | -6.9% |
| 2024-02-29 | -5.0% | -8.3% |
| 2024-05-09 | -0.5% | +3.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DKL's latest 8-K filings: 2026-07-02 (items 5.02); 2026-05-14 (items 1.01, 2.03, 8.01, 9.01); 2026-05-05 (items 8.01, 9.01); 2026-05-04 (items 7.01, 8.01, 9.01); 2026-04-29 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.