Avondale Partners analyst Kevin Campbell has raised his price target on shares of Corrections Corp. of America after the prison manager reported first-quarter results that topped consensus estimates. Campbell, who also lifted his 2013 and 2014 estimates for adjusted funds from operations by about 5 percent, now sees CCA (Ticker: CXW) climbing to $44 from its current level of about $38.

Over at Credit Suisse, Edward Westlake and his team have raised their earnings estimates for Delek US Holdings after company executives detailed investment plans for their Texas and Arkansas refineries that should bring a quick and sizable payoff. Even though they gave up 3 percent on Monday, Delek shares (Ticker: DK) are still up 35 percent this year.

Cowen & Co. analysts have lowered their rating on shares of Delek US Holdings to 'hold' from 'buy.' The move comes after Delek is rallying back toward its all-time highs around $40. (Cowen's target is $42.) The stock (Ticker: DK) is up 50 percent year to date.

Over at BMO Capital Markets, Richard Anderson is making a similar move regarding Healthcare Realty Trust shares. He now rates the Nashville-based medical REIT (Ticker: HR) at 'market perform' instead of 'outperform.' His $29 price target is unchanged and is now about 4 percent below where Healthcare Realty is changing hands.

Delek Logistics Partners, which went public last November, will next month send out its first full quarterly dividend, a payment of 38.5 cents per limited partnership unit. That's almost 3 percent more than its minimum and a number that Chairman and CEO Uzi Yemin expects to go up again in three months.

“Based on expected performance, we anticipate recommending to the Board of Directors of Delek Logistics’ general partner an additional increase in our quarterly distribution to $0.395 per unit for the quarter ending June 30, 2013. This would represent a 5.3 percent increase from our minimum quarterly distribution of $0.375 per unit and a 2.6 percent increase from our current distribution of $0.385 per unit.”

Delek Logistics LP units (Ticker: DKL) are up almost 30 percent so far this year, valuing the pipeline spinoff from Delek US Holdings at more than $700 million.

Analyst Paul Sankey at Deutsche Bank has slashed his price target for shares of Delek US Holdings and several other refining stocks, saying the industry's fundamentals are no longer as positive. Sankey now sees Delek — which has run from $15 to $34 in the past year — climbing to $38 instead of $48. In his note, he said counting on exports to pick up the slack from weaker demand is a risky move.

Standard & Poor's has hiked its rating of Dollar General's debt to BBB- after the discount retailer overhauled its debt profile. Analyst Ana Lai said Dollar General is poised to maintain its lead among deep discounters even though its profit growth slows as it builds out its store network. (Chairman and CEO Rick Dreiling also has said the top line and market share will trump margins for now.) Shares of Dollar General (Ticker: DG) are up 14 percent year to date.

The analysts at Cowen & Co. says Delek US Holdings remains an attractive long-term play on the rise of oil exploration in the central United States. They last week raised their price target for the Brentwood-based company to $42 from $30. Delek shares (Ticker: DK) closed Friday at $37.88 and are up almost 50 percent so far this year.

Paul Cheng is a fan.

The Barclays Capital analyst on Friday bumped his price target for shares of Delek US Holdings to $52 from $47. He made the move on the heels of word that a stock sale by Delek US' largest shareholder could grow to more than $400 million — and just days after he raised his target from $40. Delek (Ticker: DK) ended the week at $39 and change and are up 55 percent so far in 2013.