DKL 8-K SEC Filing Analysis

Latest settled — T+5d

DKL ▼ -0.77% at T+5d

NEUTRAL call ✗ call lost -0.77% · α vs SPY -1.74% · entry $51.70 → $51.30

Next anchor: T+20d due 24h ago

Currently $53.02 · +2.55% from $51.70 entry

Entry anchored
May 14, 2026
via day open

T+1d

+0.89%

call +0.89% · α +0.95%

$52.16

settled 29d ago

T+5d

-0.77%

call -0.77% · α -1.74%

$51.30

settled 23d ago

T+20d

—

call — · α —

—

due 24h ago

T+60d

—

call — · α —

—

in 8w

Price Chart

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Executive Summary

Delek Logistics Partners issued $800M of 6.875% senior notes due 2034, using proceeds to fund a cash tender offer for $270.7M of its outstanding 7.125% notes due 2028. The transaction adds net new debt of ~$529M while reducing the average coupon rate.

Actionable Insight

The refinancing extends maturities and slightly reduces interest cost, but adds leverage. Monitor upcoming quarterly results for impact on fixed-charge coverage and distribution coverage. The tender offer reduced near-term refinancing risk.

Key Facts

Issued $800M of 6.875% senior notes due 2034
Accepted $270.7M of 7.125% notes due 2028 in tender offer
Net increase in debt of approximately $529M
New notes mature June 1, 2034; interest payable semi-annually
Notes are unsecured senior obligations, guaranteed by subsidiaries

Financial Impact

Net debt increase of ~$529 million; annual cash interest savings of ~$1.8M (6.875% vs 7.125% on $270.7M retired)

debtinterest expense

Risk Factors

Higher debt load could pressure credit metrics
Potential drag on distribution growth if cash flow fails to keep pace

Market Snapshot

Exchange

NYSE

Sector

Pipe Lines (No Natural Gas)

Analyst Consensus

8% bullish (12 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001193125-26-223986
Document: d94774d8k.htm	0001193125-26-223986
Document: 0001193125-26-223986-index-headers.html	0001193125-26-223986
Document: 0001193125-26-223986-index.html	0001193125-26-223986
Document: 0001193125-26-223986.txt	0001193125-26-223986

4 reports for DKL

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for DKL — sortable, filterable
	Type				Now
May 14, 2026 29d ago	8-K MIXED ★ 6/10	$51.70 $51.30	▼ −0.77%	▼ −1.74%	$53.02 (+2.55%)
May 4, 2026 5w ago	8-K NEUTRAL ★ 4/10	$51.16 $51.45	▲ +0.57%	▼ −2.37%	$53.02 (+3.64%)
Apr 29, 2026 6w ago	8-K MIXED ★ 5/10	$51.95 $51.24	▼ −1.36%	▼ −4.47%	$53.02 (+2.06%)
Feb 27, 2026 15w ago	8-K BULLISH ★ 7/10	$50.84 $52.05	▲ +2.38%	▲ +4.36%	$53.02 (+4.28%)

US Market Status

Market Closed — Opens Mon (49h 36m)

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