HF Sinclair Corporation (DINO)

HF Sinclair's stock has experienced positive momentum in the past six months. As of February 6, 2026, the stock price was $58.59, with a 52-week high of $58.76. The stock was up 8.63% over the past 30 days and 35.59% over the past 12 months as of January 28, 2026. In early February 2026, the stock reached a 52-week high of $56.63, reflecting a 51.21% increase over the past year. Key events contributing to this performance include exceeding Q3 2025 earnings expectations, returning $254 million to shareholders in Q3 2025 through buybacks and dividends, achieving a record low operating expense of $7.12 per throughput barrel in Q3 2025, acquiring Industrial Oils Unlimited for $38 million in December 2025, and receiving reiterated or raised price targets and ratings from several analysts.

Demand for HF Sinclair's products is influenced by seasonal trends in the broader energy market. Motor gasoline typically experiences a seasonal consumption peak during the summer months due to increased travel. Conversely, heating oil demand can see sharp increases during colder winter periods. While global gasoline demand is projected to peak in 2025 and diesel demand may be declining due to factors like increased vehicle efficiency and EV adoption, jet fuel demand continues to grow as air travel recovers. HF Sinclair's diversified portfolio, including renewable diesel and specialty lubricants, helps to mitigate some of the volatility associated with traditional fuel seasonality. The company's focus on expanding its marketing segment and branded stores also provides a consistent sales channel for its produced fuels.

HF Sinclair Corporation is an independent energy company based in Dallas, Texas, specializing in refining, renewable fuels, and specialty products. It operates in the Energy sector, focusing on Oil & Gas Refining & Marketing. The company's segments include Refining, Renewables, Marketing, Lubricants and Specialties, and Midstream. HF Sinclair produces a range of petroleum products, owns seven refineries with a combined capacity of 678,000 barrels per day, and has three renewable diesel production facilities.

HF Sinclair's refining operations are located across the United States, with facilities in Kansas, Oklahoma, New Mexico, Utah, Washington, and Wyoming. The company markets its refined products primarily in the Southwest U.S., the Rocky Mountains extending into the Pacific Northwest, and neighboring Plains states. Its marketing segment supplies fuels to over 1,300 independent Sinclair branded stations and licenses the use of the Sinclair brand at approximately 300 additional locations across 30 U.S. states. The Lubricants and Specialties segment produces and markets base oils and other specialized lubricants in the U.S., Canada, and the Netherlands, exporting products to more than 80 countries worldwide.

HF Sinclair benefits from the established Sinclair brand, known for its iconic dinosaur logo and a network of branded retail outlets. The company has actively focused on sustainability, releasing its 2022 Sustainability Report which detailed efforts in environmental, social, and corporate governance (ESG). In 2022, HF Sinclair announced a target to reduce its net greenhouse gas emissions intensity by 25% by 2030, demonstrating a commitment to sustainability despite expanding its petroleum-based energy product facilities. No specific negative events significantly impacting HF Sinclair's brand reputation in the past year were found in the search results.

HF Sinclair Corporation's ownership is a mix of institutional, retail, and individual investors. As of September 2025, institutional investors held approximately 81.3% of the company's stock. 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. Carol Holding is noted as a significant individual shareholder, owning 60.23 million shares, representing 32.74% of the company.