Delek Logistics Partners (DKL) reported second-quarter 2026 net income of $28.9 million, or $0.54 per diluted common limited partner unit, compared with $44.6 million, or $0.83 per diluted common limited partner unit, a year earlier. Net revenues were $384.8 million, up from $246.4 million in the second quarter of 2025.
The company reported adjusted EBITDA of $143.5 million and reiterated 2026 EBITDA guidance of $520 million to $560 million. Delek Logistics also declared a quarterly cash distribution of $1.135 per common limited partner unit, its 54th consecutive quarterly increase.
- Second-quarter 2026 net cash provided by operating activities was $71.2 million, compared with $107.4 million a year earlier.
- Adjusted EBITDA rose to $143.5 million from $127.4 million in the second quarter of 2025.
- Distributable cash flow, as adjusted, was $80.5 million, compared with $72.5 million a year earlier.
- As of June 30, 2026, total debt was approximately $2.4 billion and cash was $13.7 million.
- The quarterly distribution is payable Aug. 10, 2026, to unitholders of record as of Aug. 3, 2026.
$DKL Insider Trading Activity
$DKL insiders have traded $DKL stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $DKL stock by insiders over the last 6 months:
- REUVEN SPIEGEL (Executive Vice President, DKL) has made 0 purchases and 2 sales selling 500 shares for an estimated $26,395.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$DKL Hedge Fund Activity
We have seen 36 institutional investors add shares of $DKL stock to their portfolio, and 26 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WESTWOOD HOLDINGS GROUP INC added 160,624 shares (+inf%) to their portfolio in Q1 2026, for an estimated $7,992,650
- CLEARBRIDGE INVESTMENTS, LLC added 110,340 shares (+39.4%) to their portfolio in Q1 2026, for an estimated $5,490,518
- ALPS ADVISORS INC removed 104,982 shares (-2.3%) from their portfolio in Q2 2026, for an estimated $5,410,772
- NEOS INVESTMENT MANAGEMENT LLC added 102,322 shares (+1166.5%) to their portfolio in Q1 2026, for an estimated $5,091,542
- CITADEL ADVISORS LLC removed 30,196 shares (-62.8%) from their portfolio in Q1 2026, for an estimated $1,502,552
- MORGAN STANLEY added 29,388 shares (+41.4%) to their portfolio in Q1 2026, for an estimated $1,462,346
- HRT FINANCIAL LP added 26,177 shares (+102.5%) to their portfolio in Q1 2026, for an estimated $1,302,567
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
