HF Sinclair (DINO)
Combines U.S. refining with Sinclair fuel marketing, renewable diesel, lubricants and midstream logistics.
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Turns crude oil into transportation fuels across a seven-refinery U.S. network, while Sinclair-branded marketing and midstream assets extend the value chain. Renewable diesel and specialty lubricants diversify the portfolio, but refining still supplies most external revenue.
Refines crude oil into gasoline, diesel and jet fuel across seven U.S. refineries, then connects those products to Sinclair-branded fuel marketing and an integrated pipeline, terminal and storage network. Refining supplies most external revenue, with operations concentrated in the Mid-Continent, Southwest, Rocky Mountains and Pacific Northwest.
Produces renewable diesel at dedicated sites and sells base oils, finished lubricants and specialty products through Petro-Canada Lubricants, Red Giant Oil, Sonneborn and Tulsa operations. The combined model links feedstock purchasing, complex refining, logistics and wholesale distribution. Results depend on crude price differentials, refining margins, safe plant operation, transportation-fuel demand, environmental rules and renewable-fuel credits.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Raymond James | Reiterate | Rating: —Target: $105 | Target: $140 |
| Sep 14, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $78 | Target: $127 |
| Sep 8, 2026 | UBS | Reiterate | Rating: —Target: $80 | Target: $126 |
| Sep 1, 2026 | Wells Fargo | Reiterate | Rating: —Target: $53 | Target: $93 |
| Aug 4, 2026 | Mizuho Securities | Target | Target: $79 | Target: $85 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.26B · Total debt $2.86B · Total assets $18.99B · Shareholders' equity $10.29B
- Revenue
- $10.39B
- Operating income
- $1.22B
- Net income
- $892.0M
HistoryDividendAnnual yield
| Institutions | 90.66% | 161.17M shares | |
|---|---|---|---|
| 716 holders · as of Jun 30, 2026 | |||
| Insiders | 0.59% | 1.05M shares | |
| 22 holders · as of Sep 21, 2026 | |||
| Strategic holders | 5.00% | 8.88M shares | |
| 1 holder · as of Aug 4, 2026 | |||
| Other | 3.75% | 6.68M shares | |
| remainder | |||
177.78M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.43% | 18.54M | as of Jun 30, 2026 |
TCTC Holdings, LLCInstitution | 6.94% | 12.33M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.36% | 9.53M | as of Jun 30, 2026 |
REH Advisors Inc.1,2Strategicdirector | 5.00% | 8.88M | filed Aug 4, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.98% | 8.86M | as of Jun 30, 2026 |
- REH Advisors Inc.'s transaction reports restate only vehicles that traded; the 2026 ownership statement (8.88M) is used instead.
- REH Advisors Inc. reports a block also reported by Vanguard Portfolio Management LLC; it is counted once, under Vanguard Portfolio Management LLC.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 11, 2026 | Franklin Myers | director, officer: CEO | +15,000 | $85.30 |
| Aug 5, 2026 | Dale Kunneman | officer: SVP and CHRO | −8,936 | $84.59 |
| Jun 16, 2026 | Rhoman J. Hardy | director | +1,508 | $66.32 |
| Jun 2, 2026 | Manuel J. Fernandez | director | −635 | $73.09 |
| May 26, 2026 | Matthew Joyce | officer: SVP, Lubricants & Specialties | −2,384 | $69.73 |
- Valero Energy
Large-scale rival in refining and renewable diesel
- Marathon Petroleum
Integrated rival across refining, marketing, renewables and logistics
- Phillips 66
Broad downstream rival in refining, renewables, marketing and lubricants
- PBF Energy
Independent refiner with West Coast and renewable-diesel overlap
- Par Pacific
Regional rival across Rocky Mountain and Pacific Northwest markets
- CVR Energy
Mid-Continent refining rival centered in Kansas and Oklahoma
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| HF Sinclair | $108.72 | −0.52% | $19.43B | 10.4 | 6.5 | 0.6 | +53.2% |
| Valero Energy | $389.32 | −1.00% | $113.23B | 16.3 | 7.9 | 0.9 | +48.8% |
| Marathon Petroleum | $398.35 | −1.00% | $117.47B | 13.9 | 6.7 | 0.8 | +54.9% |
| Phillips 66 | $261.63 | −0.05% | $104.94B | 14.9 | 8.3 | 0.7 | +55.9% |
| PBF Energy | $73.86 | +1.90% | $8.59B | 6.4 | 3.2 | 0.2 | +56.2% |
| Par Pacific | $80.76 | −1.51% | $4.11B | 4.8 | 4.8 | 0.5 | +56.8% |
| CVR Energy | $53.33 | +0.34% | $5.34B | 77.0 | 14.4 | 0.6 | +55.5% |
| Median | 14.4 | 7.3 | 0.7 | +55.7% |