5 Investments Offering Up to 16% Returns That May Increase Their Distributions by New Year's
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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Delek Logistics to Announce Q4 2025 Results
- Earnings Announcement Timing: Delek Logistics plans to issue its fourth quarter 2025 results before the U.S. stock market opens on February 27, 2026, indicating the company's commitment to timely financial communication and transparency with investors.
- Conference Call Schedule: A conference call will be held on the same day at 11:30 a.m. CT (12:30 p.m. ET) to discuss the results, providing an opportunity for direct interaction between investors and management, thereby enhancing information flow.
- Live Broadcast and Replay: The conference call will be available for live streaming on the company's website, with a replay accessible for 90 days, ensuring that investors who cannot participate live can still obtain critical information.
- Company Background Information: Delek Logistics is a midstream energy master limited partnership headquartered in Brentwood, Tennessee, primarily operating in the Permian Basin and Delaware Basin, providing essential oil and gas transportation and related services, highlighting its significant role in the energy sector.
Energy Midstream Firms Show Significant Dividend Growth
- Delek Logistics Dividend Increase: Delek Logistics Partners declared a quarterly distribution of $1.125 per unit, a 0.4% increase from the previous quarter, extending its distribution growth streak to 52 consecutive quarters with a current yield of 9%, reflecting stable cash flows and financial flexibility.
- Hess Midstream Steady Growth: Hess Midstream's quarterly cash distribution is $0.7641 per share, a 1.2% increase from the prior quarter, with a cumulative dividend growth of 65% since 2021, and an expected annual increase of at least 5% through 2028, ensuring predictable cash flows.
- Plains All American Dividend Boost: Plains All American Pipeline announced a quarterly distribution of $0.4175 per unit, a 10% increase from its prior level, with a compound annual growth rate of 21% over the last four years, currently yielding 8.5%, demonstrating financial flexibility and ongoing investment capacity.
- High Yields Attract Investors: With yields between 8% and 9%, Delek Logistics, Hess Midstream, and Plains All American Pipeline regularly increase their payouts, making them appealing options for investors seeking stable passive income streams.
Delek Logistics Extends Distribution Growth to 52 Quarters
- Delek Logistics Dividend Growth: Delek Logistics recently declared a quarterly distribution of $1.125 per unit (annualized $4.50), reflecting a 0.4% increase from the previous quarter, extending its distribution growth streak to 52 consecutive quarters while raising its yield to 9%.
- Hess Midstream Stable Cash Flow: Hess Midstream's quarterly cash distribution is $0.7641 per share, a 1.2% increase from the prior quarter, having raised its dividend by 65% since 2021, and expects at least 5% annual growth through 2028, ensuring predictable future cash flows.
- Plains All American Pipeline High Growth: Plains All American Pipeline announced a quarterly distribution of $0.4175 per unit (annualized $1.67), a 10% increase from the prior level, with a 21% compound annual growth rate over the last four years, pushing its yield to 8.5%.
- Energy Midstream Investment Opportunities: Delek Logistics, Hess Midstream, and Plains All American Pipeline currently offer yields between 8% and 9%, with all three companies regularly increasing their distributions, making them attractive options for investors seeking lucrative passive income streams.
Delek Logistics Partners Declares $1.125 Quarterly Dividend with 9.2% Yield
- Quarterly Dividend Announcement: Delek Logistics Partners declares a quarterly dividend of $1.125 per share, achieving an annualized yield of 9.2%, which reflects the company's ongoing ability to generate stable cash flows and enhances investor confidence.
- Dividend Payment Schedule: The dividend is payable on February 12, with a record date of February 5 and an ex-dividend date also set for February 5, ensuring shareholders receive timely returns and further solidifying the company's relationship with its investors.
- EBITDA Guidance Increase: Delek Logistics raises its full-year EBITDA guidance to between $500 million and $520 million, primarily driven by the ramp-up of the Libby 2 plant, indicating positive progress in operational efficiency and profitability.
- Mixed Q3 Performance: Despite mixed results in the third quarter, the company maintains an optimistic outlook for FY25, demonstrating resilience in the market and potential for future growth, which may attract increased investor interest.
Are Options Traders Anticipating a Surge in Delek Logistics Stock?
Implied Volatility in Options Market: Delek Logistics Partners, LP (DKL) is experiencing high implied volatility in its options market, particularly with the Nov. 21, 2025 $30 Put, indicating that investors expect significant price movement in the near future.
Analyst Sentiment and Earnings Estimates: Currently, Delek Logistics holds a Zacks Rank #3 (Hold) in the Oil and Gas - Production Pipeline industry, with no analysts increasing earnings estimates for the current quarter, leading to a decrease in the Zacks Consensus Estimate from $1.15 to $1.06 per share.
Options Trading Strategy: The high implied volatility may signal a developing trade opportunity, as seasoned options traders often seek to sell premium on such options, hoping the stock does not move as much as anticipated by expiration.
Investment Recommendations: The article suggests exploring lesser-known AI firms for potential lucrative investments and offers a report on the "7 Best Stocks for the Next 30 Days" from Zacks Investment Research.
Delek US Exceeds Q3 Earnings and Revenue Projections, Sees Year-over-Year Increase in Adjusted EBITDA
Third-Quarter Earnings Performance: Delek US Holdings, Inc. reported adjusted earnings per share of $1.52 for Q3 2025, significantly surpassing the Zacks Consensus Estimate of 28 cents, and showing a notable recovery from a loss of $1.45 in the previous year, aided by a reduction in operating expenses.
Revenue and EBITDA Insights: Despite a 5.1% year-over-year decline in net revenues to $2.9 billion, the company achieved an adjusted EBITDA of $759.6 million, a substantial increase from $70.6 million a year earlier, exceeding estimates by $177 million.
Dividends and Share Repurchases: The board approved a quarterly dividend of 25.5 cents per share, to be paid on November 17, 2025, while also repurchasing approximately $15 million worth of its common shares during the quarter.
Future Outlook: Delek US anticipates a strong finish to Q4 2025, projecting healthy throughput and improved cash-flow visibility, with expectations of $400 million from the monetization of Small Refinery Exemption credits and a target of at least $180 million in annual run-rate improvement under its Enterprise Optimization Plan.
Delek Logistics to Announce Q4 2025 Results
- Earnings Announcement Timing: Delek Logistics plans to issue its fourth quarter 2025 results before the U.S. stock market opens on February 27, 2026, indicating the company's commitment to timely financial communication and transparency with investors.
- Conference Call Schedule: A conference call will be held on the same day at 11:30 a.m. CT (12:30 p.m. ET) to discuss the results, providing an opportunity for direct interaction between investors and management, thereby enhancing information flow.
- Live Broadcast and Replay: The conference call will be available for live streaming on the company's website, with a replay accessible for 90 days, ensuring that investors who cannot participate live can still obtain critical information.
- Company Background Information: Delek Logistics is a midstream energy master limited partnership headquartered in Brentwood, Tennessee, primarily operating in the Permian Basin and Delaware Basin, providing essential oil and gas transportation and related services, highlighting its significant role in the energy sector.
Energy Midstream Firms Show Significant Dividend Growth
- Delek Logistics Dividend Increase: Delek Logistics Partners declared a quarterly distribution of $1.125 per unit, a 0.4% increase from the previous quarter, extending its distribution growth streak to 52 consecutive quarters with a current yield of 9%, reflecting stable cash flows and financial flexibility.
- Hess Midstream Steady Growth: Hess Midstream's quarterly cash distribution is $0.7641 per share, a 1.2% increase from the prior quarter, with a cumulative dividend growth of 65% since 2021, and an expected annual increase of at least 5% through 2028, ensuring predictable cash flows.
- Plains All American Dividend Boost: Plains All American Pipeline announced a quarterly distribution of $0.4175 per unit, a 10% increase from its prior level, with a compound annual growth rate of 21% over the last four years, currently yielding 8.5%, demonstrating financial flexibility and ongoing investment capacity.
- High Yields Attract Investors: With yields between 8% and 9%, Delek Logistics, Hess Midstream, and Plains All American Pipeline regularly increase their payouts, making them appealing options for investors seeking stable passive income streams.
Delek Logistics Extends Distribution Growth to 52 Quarters
- Delek Logistics Dividend Growth: Delek Logistics recently declared a quarterly distribution of $1.125 per unit (annualized $4.50), reflecting a 0.4% increase from the previous quarter, extending its distribution growth streak to 52 consecutive quarters while raising its yield to 9%.
- Hess Midstream Stable Cash Flow: Hess Midstream's quarterly cash distribution is $0.7641 per share, a 1.2% increase from the prior quarter, having raised its dividend by 65% since 2021, and expects at least 5% annual growth through 2028, ensuring predictable future cash flows.
- Plains All American Pipeline High Growth: Plains All American Pipeline announced a quarterly distribution of $0.4175 per unit (annualized $1.67), a 10% increase from the prior level, with a 21% compound annual growth rate over the last four years, pushing its yield to 8.5%.
- Energy Midstream Investment Opportunities: Delek Logistics, Hess Midstream, and Plains All American Pipeline currently offer yields between 8% and 9%, with all three companies regularly increasing their distributions, making them attractive options for investors seeking lucrative passive income streams.
Delek Logistics Partners Declares $1.125 Quarterly Dividend with 9.2% Yield
- Quarterly Dividend Announcement: Delek Logistics Partners declares a quarterly dividend of $1.125 per share, achieving an annualized yield of 9.2%, which reflects the company's ongoing ability to generate stable cash flows and enhances investor confidence.
- Dividend Payment Schedule: The dividend is payable on February 12, with a record date of February 5 and an ex-dividend date also set for February 5, ensuring shareholders receive timely returns and further solidifying the company's relationship with its investors.
- EBITDA Guidance Increase: Delek Logistics raises its full-year EBITDA guidance to between $500 million and $520 million, primarily driven by the ramp-up of the Libby 2 plant, indicating positive progress in operational efficiency and profitability.
- Mixed Q3 Performance: Despite mixed results in the third quarter, the company maintains an optimistic outlook for FY25, demonstrating resilience in the market and potential for future growth, which may attract increased investor interest.
Are Options Traders Anticipating a Surge in Delek Logistics Stock?
Implied Volatility in Options Market: Delek Logistics Partners, LP (DKL) is experiencing high implied volatility in its options market, particularly with the Nov. 21, 2025 $30 Put, indicating that investors expect significant price movement in the near future.
Analyst Sentiment and Earnings Estimates: Currently, Delek Logistics holds a Zacks Rank #3 (Hold) in the Oil and Gas - Production Pipeline industry, with no analysts increasing earnings estimates for the current quarter, leading to a decrease in the Zacks Consensus Estimate from $1.15 to $1.06 per share.
Options Trading Strategy: The high implied volatility may signal a developing trade opportunity, as seasoned options traders often seek to sell premium on such options, hoping the stock does not move as much as anticipated by expiration.
Investment Recommendations: The article suggests exploring lesser-known AI firms for potential lucrative investments and offers a report on the "7 Best Stocks for the Next 30 Days" from Zacks Investment Research.
Delek US Exceeds Q3 Earnings and Revenue Projections, Sees Year-over-Year Increase in Adjusted EBITDA
Third-Quarter Earnings Performance: Delek US Holdings, Inc. reported adjusted earnings per share of $1.52 for Q3 2025, significantly surpassing the Zacks Consensus Estimate of 28 cents, and showing a notable recovery from a loss of $1.45 in the previous year, aided by a reduction in operating expenses.
Revenue and EBITDA Insights: Despite a 5.1% year-over-year decline in net revenues to $2.9 billion, the company achieved an adjusted EBITDA of $759.6 million, a substantial increase from $70.6 million a year earlier, exceeding estimates by $177 million.
Dividends and Share Repurchases: The board approved a quarterly dividend of 25.5 cents per share, to be paid on November 17, 2025, while also repurchasing approximately $15 million worth of its common shares during the quarter.
Future Outlook: Delek US anticipates a strong finish to Q4 2025, projecting healthy throughput and improved cash-flow visibility, with expectations of $400 million from the monetization of Small Refinery Exemption credits and a target of at least $180 million in annual run-rate improvement under its Enterprise Optimization Plan.
