5 Investments Offering Up to 16% Returns That May Increase Their Distributions by New Year's
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 03 2025
0mins
Should l Buy DKL?
Source: NASDAQ.COM
Dividend Increases and Yields: Several companies, including Hess Midstream LP, Delek Logistics Partners LP, and Cogent Communications, are expected to announce quarterly dividend increases, with yields ranging from 8.5% to 16.6%, signaling potential investor confidence.
Company Profiles and Challenges: Hess Midstream focuses on midstream energy assets, Delek Logistics has a strong presence in the Permian Basin, and Cogent Communications faces revenue decline and high leverage, making their upcoming dividend announcements critical to watch.
Redwood Trust and Dynex Capital: Both mortgage REITs are navigating transitions in their business strategies, with Redwood Trust pivoting towards residential mortgages and Dynex Capital dealing in agency mortgage-backed securities, both having a history of dividend cuts and potential for future increases.
Investment Opportunities: The article suggests that while current yields are substantial, there are also emerging stocks identified by the "Dividend Magnet" system that could offer significant payout growth, encouraging investors to act before these opportunities are recognized by the market.
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Analyst Views on DKL
Wall Street analysts forecast DKL stock price to fall
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 53.020
Low
45.00
Averages
45.00
High
45.00
Current: 53.020
Low
45.00
Averages
45.00
High
45.00
About DKL
Delek Logistics Partners, LP is a midstream energy master limited partnership, which provides gathering, pipeline and other transportation services for crude oil and natural gas customers, storage, wholesale marketing and terminalling services. Its segments include gathering and processing; wholesale marketing and terminalling; storage and transportation, and investment in pipeline joint ventures. The gathering and processing segment consists of Midland Gathering Assets, Midland Water Gathering Assets and Delaware Gathering Assets. The marketing and terminalling segment provides wholesale marketing and terminalling services to Delek Holdings’ refining operations and to independent third parties. The storage and transportation segment consists of tanks, offloading facilities, trucks and ancillary assets, which provide crude oil, intermediate and refined products transportation and storage services. Its operations also include integrated full-cycle water systems in the Permian Basin.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Delek Logistics Partners Releases 2025 K-1 Tax Packages
- Tax Package Announcement: Delek Logistics Partners has announced that the 2025 K-1 tax packages are now available on their third-party provider's website, allowing customers to access necessary tax documents for compliance and timely filing through https://www.taxpackagesupport.com/DelekLogistics.
- Mailing Progress: The printing and mailing of these tax packages are currently underway, which is expected to provide investors with essential tax documentation, thereby helping them to complete their tax filings smoothly and reduce potential compliance risks.
- Customer Support: Customers with questions regarding the 2025 Tax Reporting Package can contact 1-833-263-0144 for assistance, available Monday through Friday from 8:00 a.m. to 5:00 p.m. CST, ensuring timely support for their inquiries.
- Company Background: Delek Logistics Partners, LP is a midstream energy master limited partnership headquartered in Brentwood, Tennessee, primarily operating in the Permian Basin and Gulf Coast regions, providing pipeline and transportation services, showcasing its strong position in the energy sector.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these firms.
- Market Reaction Insight: While specific company names were not mentioned, changes in analyst ratings typically influence investor decisions, potentially leading to price volatility in the affected stocks.
- Investor Focus: As investors consider buying TTD stock, analysts' opinions will serve as a crucial reference, especially in the current market environment where such insights may impact short-term investment strategies.
- Rating Change Transparency: To view the complete picture of all analyst rating changes, investors can visit the analyst ratings page, ensuring they stay updated with the latest market information and analyses.
See More
Delek Logistics Files Annual Report for 2025
- Annual Report Filing: Delek Logistics filed its Annual Report on Form 10-K for the fiscal year ending December 31, 2025, with the SEC on February 27, 2026, enhancing compliance and transparency, which boosts investor confidence.
- Financial Information Access: Limited partners can request a free printed copy of the Annual Report, which includes audited financial statements, demonstrating the company's commitment to investor relations and transparency in information disclosure.
- Company Overview: Delek Logistics is a midstream energy master limited partnership headquartered in Brentwood, Tennessee, primarily operating in the Permian Basin and Gulf Coast, providing gathering, transportation, and other services, highlighting its significant role in the energy sector.
- Shareholder Structure: Delek US Holdings owns the general partner interest and a majority limited partner interest in Delek Logistics, while also being a significant customer, reflecting strategic partnerships within the industry.
See More
High-Yield Stock Investment Risks and Opportunities
- LyondellBasell Dividend Cut: Chemicals giant LyondellBasell halved its dividend, dropping its yield from 12.6%, the highest in the S&P 500, highlighting the increased risks associated with high-yield stocks and potentially shaking investor confidence.
- Conagra Brands Outlook: Conagra Brands now offers a 7.4% dividend yield, with an expected payout ratio of around 80%, which, while above its target range, is supported by stable cash flows and a recovering market demand, indicating potential sales growth ahead.
- Delek Logistics Stability: Delek Logistics Partners boasts an 8.9% distribution yield and has maintained a streak of 52 consecutive quarters of distribution growth, reflecting stable cash flows and ongoing operational expansions that enhance future growth prospects.
- Starwood Property Trust Diversification: Starwood Property Trust offers a 10.7% dividend yield, with its recent acquisition of over 450 properties securing a stable income stream, and its decade-long history of maintaining dividends underscores its financial resilience and diversified business model.
See More
Conagra Becomes S&P 500's Highest Dividend Yield Company
- Dividend Yield Leader: Conagra Brands currently boasts a 7.4% dividend yield, surpassing LyondellBasell's previous 12.6% yield, which it lost after cutting its dividend, indicating Conagra's relative stability in maintaining high dividends.
- Improved Financial Health: Conagra expects its dividend payout ratio to reach 80% this year, which, while above its 50%-55% target range, reflects a stronger financial foundation compared to LyondellBasell's prior excessive payouts.
- Stable Cash Flow: Delek Logistics Partners offers an 8.9% distribution yield and has extended its distribution growth streak to 52 consecutive quarters, demonstrating strong performance backed by stable cash flows and long-term contracts, providing funding for future expansion.
- Diversified Investment Strategy: Starwood Property Trust further diversified its portfolio by acquiring Fundamental Income Properties for $2.2 billion, ensuring a 10.7% dividend yield and maintaining its dividend for over a decade, showcasing stable income streams and investor confidence.
See More
Delek Logistics Reports Record Q4 2025 Earnings with Strong Growth Outlook
- Record EBITDA Achievement: Delek Logistics reported a record adjusted EBITDA of $536 million for 2025, significantly up from 2024, demonstrating strong execution across its natural gas, crude, and water segments, thereby solidifying its position as a premier service provider in the Permian Basin.
- Libby 2 Plant Commissioning: The newly commissioned Libby 2 processing plant has a capacity of approximately 160 million scf per day, enhancing acid gas injection and sour gas handling capabilities, which is expected to support long-term oil and gas production growth in the Delaware Basin and improve customer service capabilities.
- Consistent Distribution Growth: The company announced a 2026 EBITDA guidance range of $520 million to $560 million and achieved its 52nd consecutive quarterly distribution increase to $1.125 per unit, reflecting disciplined capital allocation and commitment to shareholder returns.
- Increased Third-Party Revenue: Approximately 80% of expected 2026 EBITDA will come from third-party businesses, indicating enhanced independence for the partnership, allowing for greater agility in market responses, while also showcasing successful integration of recent acquisitions.
See More
Delek Logistics Partners Releases 2025 K-1 Tax Packages
- Tax Package Announcement: Delek Logistics Partners has announced that the 2025 K-1 tax packages are now available on their third-party provider's website, allowing customers to access necessary tax documents for compliance and timely filing through https://www.taxpackagesupport.com/DelekLogistics.
- Mailing Progress: The printing and mailing of these tax packages are currently underway, which is expected to provide investors with essential tax documentation, thereby helping them to complete their tax filings smoothly and reduce potential compliance risks.
- Customer Support: Customers with questions regarding the 2025 Tax Reporting Package can contact 1-833-263-0144 for assistance, available Monday through Friday from 8:00 a.m. to 5:00 p.m. CST, ensuring timely support for their inquiries.
- Company Background: Delek Logistics Partners, LP is a midstream energy master limited partnership headquartered in Brentwood, Tennessee, primarily operating in the Permian Basin and Gulf Coast regions, providing pipeline and transportation services, showcasing its strong position in the energy sector.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these firms.
- Market Reaction Insight: While specific company names were not mentioned, changes in analyst ratings typically influence investor decisions, potentially leading to price volatility in the affected stocks.
- Investor Focus: As investors consider buying TTD stock, analysts' opinions will serve as a crucial reference, especially in the current market environment where such insights may impact short-term investment strategies.
- Rating Change Transparency: To view the complete picture of all analyst rating changes, investors can visit the analyst ratings page, ensuring they stay updated with the latest market information and analyses.
See More
Delek Logistics Files Annual Report for 2025
- Annual Report Filing: Delek Logistics filed its Annual Report on Form 10-K for the fiscal year ending December 31, 2025, with the SEC on February 27, 2026, enhancing compliance and transparency, which boosts investor confidence.
- Financial Information Access: Limited partners can request a free printed copy of the Annual Report, which includes audited financial statements, demonstrating the company's commitment to investor relations and transparency in information disclosure.
- Company Overview: Delek Logistics is a midstream energy master limited partnership headquartered in Brentwood, Tennessee, primarily operating in the Permian Basin and Gulf Coast, providing gathering, transportation, and other services, highlighting its significant role in the energy sector.
- Shareholder Structure: Delek US Holdings owns the general partner interest and a majority limited partner interest in Delek Logistics, while also being a significant customer, reflecting strategic partnerships within the industry.
See More
High-Yield Stock Investment Risks and Opportunities
- LyondellBasell Dividend Cut: Chemicals giant LyondellBasell halved its dividend, dropping its yield from 12.6%, the highest in the S&P 500, highlighting the increased risks associated with high-yield stocks and potentially shaking investor confidence.
- Conagra Brands Outlook: Conagra Brands now offers a 7.4% dividend yield, with an expected payout ratio of around 80%, which, while above its target range, is supported by stable cash flows and a recovering market demand, indicating potential sales growth ahead.
- Delek Logistics Stability: Delek Logistics Partners boasts an 8.9% distribution yield and has maintained a streak of 52 consecutive quarters of distribution growth, reflecting stable cash flows and ongoing operational expansions that enhance future growth prospects.
- Starwood Property Trust Diversification: Starwood Property Trust offers a 10.7% dividend yield, with its recent acquisition of over 450 properties securing a stable income stream, and its decade-long history of maintaining dividends underscores its financial resilience and diversified business model.
See More
Conagra Becomes S&P 500's Highest Dividend Yield Company
- Dividend Yield Leader: Conagra Brands currently boasts a 7.4% dividend yield, surpassing LyondellBasell's previous 12.6% yield, which it lost after cutting its dividend, indicating Conagra's relative stability in maintaining high dividends.
- Improved Financial Health: Conagra expects its dividend payout ratio to reach 80% this year, which, while above its 50%-55% target range, reflects a stronger financial foundation compared to LyondellBasell's prior excessive payouts.
- Stable Cash Flow: Delek Logistics Partners offers an 8.9% distribution yield and has extended its distribution growth streak to 52 consecutive quarters, demonstrating strong performance backed by stable cash flows and long-term contracts, providing funding for future expansion.
- Diversified Investment Strategy: Starwood Property Trust further diversified its portfolio by acquiring Fundamental Income Properties for $2.2 billion, ensuring a 10.7% dividend yield and maintaining its dividend for over a decade, showcasing stable income streams and investor confidence.
See More
Delek Logistics Reports Record Q4 2025 Earnings with Strong Growth Outlook
- Record EBITDA Achievement: Delek Logistics reported a record adjusted EBITDA of $536 million for 2025, significantly up from 2024, demonstrating strong execution across its natural gas, crude, and water segments, thereby solidifying its position as a premier service provider in the Permian Basin.
- Libby 2 Plant Commissioning: The newly commissioned Libby 2 processing plant has a capacity of approximately 160 million scf per day, enhancing acid gas injection and sour gas handling capabilities, which is expected to support long-term oil and gas production growth in the Delaware Basin and improve customer service capabilities.
- Consistent Distribution Growth: The company announced a 2026 EBITDA guidance range of $520 million to $560 million and achieved its 52nd consecutive quarterly distribution increase to $1.125 per unit, reflecting disciplined capital allocation and commitment to shareholder returns.
- Increased Third-Party Revenue: Approximately 80% of expected 2026 EBITDA will come from third-party businesses, indicating enhanced independence for the partnership, allowing for greater agility in market responses, while also showcasing successful integration of recent acquisitions.
See More
