Core Insights - Investors are increasingly turning to dividend-yielding stocks during market turbulence and uncertainty, as these companies typically have high free cash flows and offer substantial dividend payouts [1] Group 1: High-Yielding Stocks in Energy Sector - Mach Natural Resources LP (NYSE:MNR) has a dividend yield of 18.53%. Analyst John Freeman from Raymond James maintained a Strong Buy rating and raised the price target from $21 to $22, with an accuracy rate of 75%. Stifel analyst Selman Akyol also maintained a Buy rating, increasing the price target from $21 to $23, with an accuracy rate of 71%. Recently, Mach Natural Resources filed for a mixed shelf of up to $250 million [3][7] - Delek Logistics Partners LP (NYSE:DKL) has a dividend yield of 10.36%. Mizuho analyst Gabriel Moreen maintained a Neutral rating and raised the price target from $44 to $45, with an accuracy rate of 68%. Raymond James analyst Justin Jenkins maintained an Outperform rating, increasing the price target from $44 to $46, with an accuracy rate of 77%. Delek Logistics posted weaker-than-expected quarterly results on August 6 [4][7] - Vitesse Energy Inc (NYSE:VTS) has a dividend yield of 10.19%. Evercore ISI Group analyst Chris Baker maintained an In-Line rating and cut the price target from $22 to $20, with an accuracy rate of 69%. Roth MKM analyst John White maintained a Buy rating, increasing the price target from $30.5 to $33, with an accuracy rate of 63%. Vitesse Energy reported upbeat quarterly sales on August 4 [5][7]

Group 1: Company Analysis - Chevron Corp is highlighted for its strong performance in the energy sector, benefiting from rising oil prices and increased demand for energy [1] - Cogent Communications Holdings Inc is noted for its growth in the telecommunications industry, with a focus on expanding its fiber network to meet increasing data demands [1] - T-Mobile US Inc continues to show robust subscriber growth, driven by competitive pricing and enhanced network capabilities [1] Group 2: Industry Trends - The energy sector is experiencing a rebound, with oil prices climbing significantly, which is positively impacting companies like Chevron [1] - The telecommunications industry is undergoing rapid transformation, with companies like Cogent Communications investing heavily in infrastructure to support higher data usage [1] - The competitive landscape in the telecom sector is intensifying, with T-Mobile US Inc leveraging its market position to attract new customers [1]

Core Viewpoint - Delek Logistics Partners, L.P. (DKL) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in stock price movements [4]. Company Performance and Outlook - The upgrade reflects an improvement in Delek Logistics Partners' underlying business, suggesting that investors may respond positively by driving the stock price higher [5]. - The Zacks Consensus Estimate for Delek Logistics Partners indicates expected earnings of $3.93 per share for the fiscal year ending December 2025, with a 0.8% increase in estimates over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks which have generated an average annual return of +25% since 1988 [7]. - The upgrade to Zacks Rank 2 places Delek Logistics Partners in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Core Insights - Investors are increasingly turning to dividend-yielding stocks during market turbulence and uncertainty, favoring companies with high free cash flows that offer substantial dividend payouts [1] Company Ratings and Performance - **Delek Logistics Partners, LP (NYSE: DKL)**: - Dividend Yield: 9.80% - Mizuho analyst Gabriel Moreen maintained a Neutral rating and raised the price target from $44 to $45 on Aug. 29, 2025, with a 70% accuracy rate [7] - Raymond James analyst Justin Jenkins maintained an Outperform rating and increased the price target from $44 to $46 on Jan. 28, 2025, with a 78% accuracy rate [7] - Recent News: Reported weaker-than-expected quarterly results on Aug. 6 [7] - **Western Midstream Partners, LP (NYSE: WES)**: - Dividend Yield: 9.23% - Mizuho analyst Gabriel Moreen maintained an Outperform rating and raised the price target from $44 to $46 on Aug. 29, 2025, with a 70% accuracy rate [7] - Morgan Stanley analyst Robert Kad maintained an Underweight rating and reduced the price target from $41 to $39 on Aug. 26, 2025, with a 70% accuracy rate [7] - Recent News: Reported upbeat quarterly earnings on Aug. 6 [7] - **Hess Midstream LP (NYSE: HESM)**: - Dividend Yield: 8.09% - Citigroup analyst Spiro Dounis downgraded the stock from Buy to Neutral and cut the price target from $42 to $41 on Sept. 11, 2025, with a 75% accuracy rate [7] - JP Morgan analyst Jeremy Tonet maintained a Neutral rating and increased the price target from $44 to $46 on Aug. 22, 2025, with a 66% accuracy rate [7] - Recent News: Upgraded FY25 gas gathering volumes guidance on Sept. 18 [7]

Core Insights - Investors are increasingly turning to dividend-yielding stocks during market turbulence and uncertainty, favoring companies with high free cash flows that offer substantial dividend payouts [1] Company Ratings and Performance - **Delek Logistics Partners, LP (NYSE: DKL)**: - Dividend Yield: 9.80% - Mizuho analyst Gabriel Moreen maintained a Neutral rating and raised the price target from $44 to $45 on Aug. 29, 2025, with a 70% accuracy rate [7] - Raymond James analyst Justin Jenkins maintained an Outperform rating and increased the price target from $44 to $46 on Jan. 28, 2025, with a 78% accuracy rate [7] - Recent News: Reported weaker-than-expected quarterly results on Aug. 6 [7] - **Western Midstream Partners, LP (NYSE: WES)**: - Dividend Yield: 9.23% - Mizuho analyst Gabriel Moreen maintained an Outperform rating and raised the price target from $44 to $46 on Aug. 29, 2025, with a 70% accuracy rate [7] - Morgan Stanley analyst Robert Kad maintained an Underweight rating and reduced the price target from $41 to $39 on Aug. 26, 2025, with a 70% accuracy rate [7] - Recent News: Reported upbeat quarterly earnings on Aug. 6 [7] - **Hess Midstream LP (NYSE: HESM)**: - Dividend Yield: 8.09% - Citigroup analyst Spiro Dounis downgraded the stock from Buy to Neutral and cut the price target from $42 to $41 on Sept. 11, 2025, with a 75% accuracy rate [7] - JP Morgan analyst Jeremy Tonet maintained a Neutral rating and increased the price target from $44 to $46 on Aug. 22, 2025, with a 66% accuracy rate [7] - Recent News: Upgraded FY25 gas gathering volumes guidance on Sept. 18 [7]

Company Overview - Delek Logistics Partners, L.P. is part of the Oils-Energy group, which consists of 240 companies and is currently ranked 13 in the Zacks Sector Rank [2] - The company has a Zacks Rank of 2 (Buy), indicating a favorable outlook based on earnings estimate revisions [3] Performance Metrics - Year-to-date, Delek Logistics Partners, L.P. has returned approximately 8.9%, outperforming the average gain of 7.4% for Oils-Energy stocks [4] - Over the past three months, the Zacks Consensus Estimate for DKL's full-year earnings has increased by 0.8%, reflecting improved analyst sentiment [4] Industry Context - Delek Logistics Partners, L.P. operates within the Oil and Gas - Production Pipeline - MLB industry, which includes 6 companies and is currently ranked 64 in the Zacks Industry Rank [6] - The average performance of this industry has been a loss of 9.8% year-to-date, indicating that DKL is performing better than its peers in this sector [6] Comparison with Peers - Another notable stock in the Oils-Energy sector is Galp Energia SGPS SA, which has achieved a year-to-date return of 16.6% and has a Zacks Rank of 2 (Buy) [5] - Galp Energia SGPS SA is part of the Oil and Gas - Refining and Marketing industry, which has seen a year-to-date increase of 21.6% and is ranked 68 [7]

Core Insights - Companies with a strong history of dividend payments and increases are attractive to income-focused investors, with Brookfield Infrastructure, Delek Logistics, and VICI Properties recently announcing dividend hikes and offering yields up to nearly 10% [1] Brookfield Infrastructure Partners - Brookfield Infrastructure Partners LP operates in utilities, transport, midstream, and data sectors [2] - The company has increased its dividends for 16 consecutive years, with a recent quarterly payout raised by 6% to $0.43 per share, translating to an annual payout of $1.72 per share [3] - As of June 30, the annual revenue was $21.54 billion, with Q2 2025 revenues reported at $5.43 billion, exceeding consensus estimates, although the loss per share of $0.03 missed expectations [4] Delek Logistics Partners - Delek Logistics Partners LP focuses on logistics and marketing assets for crude oil and refined products in the U.S. [4] - The company has raised its dividends for 12 consecutive years, with the latest quarterly payout increased from $1.11 to $1.115 per share, equating to an annual figure of $4.46 per share [5] - Annual revenue as of June 30 was $920.21 million, with Q2 2025 revenues of $246.35 million and EPS of $0.83, both below expectations [5] VICI Properties - VICI Properties Inc. is a real estate investment trust specializing in casino and entertainment properties [6] - The company has raised its dividends for seven consecutive years, with the latest quarterly payout increased by 4% to $0.45 per share, resulting in an annual figure of $1.80 per share [7] - The current dividend yield for VICI Properties stands at 5.60% [7]

Group 1: AGNC Investment - AGNC Investment offers a high dividend yield of 14.4%, primarily investing in Agency residential mortgage-backed securities (MBS) [3] - The company can achieve a return on equity of 18% to 20% on new investments, which is sufficient to cover its operating expenses and dividend payments [4] - AGNC has maintained its substantial monthly dividend for over five consecutive years, but its high return strategy carries significant risks [5] Group 2: LyondellBasell Industries - LyondellBasell Industries currently has a dividend yield of 10.5% and has increased its payout for 15 consecutive years [6] - The company is implementing strategies to improve cash flow by over $1.1 billion by next year through cost reductions and asset sales [7][8] - LyondellBasell returned over $500 million to investors in the second quarter through dividends and share repurchases, but may need to cut its dividend if market conditions do not improve [9] Group 3: Delek Logistics Partners - Delek Logistics Partners has a dividend yield of 9.8%, supported by stable cash flow from long-term contracts [10] - The company generates enough cash to cover its high-yielding payout by more than 1.3 times, allowing for new investments [11] - Delek has extended its distribution growth streak to 50 consecutive quarters, indicating financial flexibility for future increases [12] Group 4: Overall Market Context - The S&P 500's dividend yield is near a record low of less than 1.2%, making the high yields of AGNC, LyondellBasell, and Delek particularly attractive for income-seeking investors [1][13]

Core Insights - Investors are increasingly turning to dividend-yielding stocks during market turbulence and uncertainty, as these companies typically have high free cash flows and offer substantial dividend payouts [1] Group 1: Analyst Ratings and Price Targets - Delek Logistics Partners, LP (DKL) has a dividend yield of 9.90%. Mizuho analyst Gabriel Moreen maintained a Neutral rating and increased the price target from $44 to $45 on August 29, 2025, with an accuracy rate of 68%. Raymond James analyst Justin Jenkins maintained an Outperform rating and raised the price target from $44 to $46 on January 28, 2025, with an accuracy rate of 77% [7] - Okeanis Eco Tankers Corp. (ECO) has a dividend yield of 9.57%. Jefferies analyst Omar Nokta initiated coverage with a Buy rating and a price target of $29 on July 23, 2025, with an accuracy rate of 72%. B. Riley Securities analyst Liam Burke maintained a Buy rating but lowered the price target from $44 to $40 on January 15, 2025, with an accuracy rate of 71% [7] - Western Midstream Partners, LP (WES) has a dividend yield of 9.49%. Mizuho analyst Gabriel Moreen maintained an Outperform rating and increased the price target from $44 to $46 on August 29, 2025, with an accuracy rate of 68%. Morgan Stanley analyst Robert Kad maintained an Underweight rating and lowered the price target from $41 to $39 on August 26, 2025, with an accuracy rate of 71% [7] Group 2: Recent Earnings Reports - Delek Logistics Partners posted weaker-than-expected quarterly results on August 6, 2025 [7] - Okeanis Eco Tankers reported better-than-expected quarterly earnings on August 12, 2025 [7] - Western Midstream posted upbeat quarterly earnings on August 6, 2025 [7]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Analyst Ratings and Price Targets - Delek Logistics Partners, LP (DKL) has a dividend yield of 9.90%. Mizuho analyst Gabriel Moreen maintained a Neutral rating and increased the price target from $44 to $45 on Aug. 29, 2025, with an accuracy rate of 68% [7]. Raymond James analyst Justin Jenkins maintained an Outperform rating and raised the price target from $44 to $46 on Jan. 28, 2025, with an accuracy rate of 77% [7]. Recent news indicated weaker-than-expected quarterly results on Aug. 6 [7] - Okeanis Eco Tankers Corp. (ECO) has a dividend yield of 9.57%. Jefferies analyst Omar Nokta initiated coverage with a Buy rating and a price target of $29 on July 23, 2025, with an accuracy rate of 72% [7]. B. Riley Securities analyst Liam Burke maintained a Buy rating but lowered the price target from $44 to $40 on Jan. 15, 2025, with an accuracy rate of 71% [7]. Recent news showed better-than-expected quarterly earnings on Aug. 12 [7] - Western Midstream Partners, LP (WES) has a dividend yield of 9.49%. Mizuho analyst Gabriel Moreen maintained an Outperform rating and increased the price target from $44 to $46 on Aug. 29, 2025, with an accuracy rate of 68% [7]. Morgan Stanley analyst Robert Kad maintained an Underweight rating and lowered the price target from $41 to $39 on Aug. 26, 2025, with an accuracy rate of 71% [7]. Recent news reported upbeat quarterly earnings on Aug. 6 [7]