HF Sinclair Corporation (DINO)

HF Sinclair's stock has seen significant movement, with its share price up 91.76% over the past 12 months and 17.17% over the past 30 days as of March 30, 2026. In February 2026, the company announced its fourth-quarter 2025 results, reporting a net loss of $28 million, or $(0.16) per diluted share, but beating adjusted earnings expectations with $221 million, or $1.20 per diluted share. The stock traded over 10% lower following the announcement of the CEO's voluntary leave and an ongoing audit committee review of disclosure processes. HF Sinclair returned $230 million to stockholders through dividends and share repurchases in Q4 2025 and a total of $724 million for the full year 2025, announcing a regular quarterly dividend of $0.50 per share. In March 2026, Raymond James maintained a "Strong Buy" rating and raised the price target from $66.00 to $75.00, and Mizuho also maintained an "Outperform" rating, increasing the price target from $63.00 to $69.00. Wells Fargo maintained an "Equal-Weight" rating but raised its price target from $58.00 to $67.00. Conversely, in February 2026, BMO Capital lowered its price target from $65.00 to $60.00 while maintaining an "Outperform" rating, and Scotiabank cut its rating from "sector outperform" to "sector perform" with a price target reduction from $62.00 to $53.00.

Demand for HF Sinclair's products and services exhibits seasonality. The company's fourth-quarter results for 2025 reflected seasonal weakness in refining crack spreads, and the lubricants segment experienced weaker performance in Q4 due to seasonality, costs, and feedstock. Historically, January has been the strongest month for HF Sinclair Corporation Common Stock, while September tends to be the weakest month.

HF Sinclair Corp. (DINO) is an independent energy company specializing in refining, marketing, and producing renewable fuels. The company operates through refining, renewable fuels, lubricants and specialty products, marketing, and midstream operations. It owns seven refineries with a combined crude oil processing capacity of approximately 678,000 barrels per day, producing gasoline, diesel fuel, jet fuel, and specialty lubricants. HF Sinclair is also a significant producer of renewable diesel and other low-carbon fuel alternatives. The company markets lubricants and specialty products under the Petro-Canada Lubricants and HollyFrontier brands, and supplies fuels to over 1,700 branded stations and licenses the Sinclair brand at approximately 350 additional locations. Its midstream operations provide petroleum product and crude oil transportation, terminalling, storage, and throughput services.

HF Sinclair's operations are primarily concentrated across the United States, with refineries in Kansas, Oklahoma, New Mexico, Wyoming, Washington, and Utah. Its refined products are marketed in the Southwest U.S., Rocky Mountains, Pacific Northwest, and neighboring Plains states. The company has production facilities in Canada and the Netherlands and exports products to more than 80 countries. HF Sinclair formed a joint venture, Green Trail Fuels, to expand its retail presence in the Rockies and Southwest regions, adding 30 retail locations across Colorado and New Mexico. The company is also evaluating a multi-phased expansion of its Midstream refined products footprint across PADD 4 and PADD 5.

HF Sinclair leverages the well-known Sinclair brand, recognized by its iconic green dinosaur logo. In May 2025, Sinclair Oil expanded its "DINO Days" customer promotion, offering trivia, selfie sweepstakes, and gasoline savings. The recent announcement in February 2026 regarding the CEO's voluntary leave and an ongoing audit committee review of disclosure processes could potentially impact investor confidence and, indirectly, the company's overall reputation.

HF Sinclair Corporation is a publicly traded company on the New York Stock Exchange (NYSE: DINO), with its ownership primarily distributed among public shareholders. Institutional investors hold a significant portion of the company's stock, with approximately 71.55% or 88.29% of shares held by institutions. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, TCTC Holdings, LLC, Dimensional Fund Advisors Lp, Charles Schwab Investment Management Inc, and State Street Corp. Insiders collectively own about 0.48% to 7.63% of the outstanding shares, while public companies and individual investors comprise the remaining ownership.