HF Sinclair/$DINO

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About HF Sinclair

HF Sinclair is an integrated petroleum refiner that owns and operates seven refineries serving the Rockies, midcontinent, Southwest, and Pacific Northwest, with a total crude oil throughput capacity of 678,000 barrels per day. It can produce 380 million gallons of renewable diesel annually. It operates a marketing business with over 350 distributors and 1,700 branded wholesale sites across 30 states. It also owns and operates 4,500 miles of petroleum product pipelines and terminals principally in the Southwestern United States.
Ticker
$DINO
Sector
Energy
Primary listing
NYSE
Employees
5,165
Headquarters
Dallas, United States
Website
www.hfsinclair.com

HF Sinclair Metrics

BasicAdvanced
$20B
10.78
$10.42
0.70
$2.03
1.87%

Bulls say / Bears say

Second-quarter results show strong operating momentum: net income reached $892 million, adjusted EPS was $5.31, and refining adjusted EBITDA more than doubled year on year. The refining margin rose 57% to $25.95 per barrel as throughput and utilisation also improved. (Reuters, HF Sinclair)
The balance sheet gives HF Sinclair room to withstand a weaker refining cycle and keep returning cash. At the end of June, net debt was only 4% of capital, while the company returned $265 million to shareholders and raised its quarterly dividend by 5%. (HF Sinclair, HF Sinclair)
The portfolio is showing signs of improvement beyond conventional refining. Renewables produced $123 million of adjusted EBITDA versus a $2 million loss a year earlier, and separating Lubricants & Specialties into a standalone company could give both businesses a clearer strategy and capital allocation focus. (HF Sinclair, HF Sinclair)
The shares have risen sharply while refining margins are unusually strong, leaving valuation exposed if crack spreads normalise. Recent analysis argues that DINO is being valued on peak rather than mid-cycle earnings, with Chinese and Russian supply potentially weighing on margins. (Seeking Alpha, Reuters)
Near-term refining output is set to fall because the El Dorado refinery is scheduled for a turnaround. Management expects third-quarter crude runs of 590,000–620,000 barrels per day, below the 639,680 barrels per day achieved in the second quarter. (HF Sinclair)
Renewables remain exposed to policy and compliance costs despite the improved headline result. HF Sinclair recorded $996 million of RIN expense in the first half and a $47 million renewables impairment in the second quarter, while its adjusted renewables figure excluded these charges. (HF Sinclair)
Data summarised monthly by Lightyear AI. Last updated on 16 Sept 2026.

HF Sinclair News

AllArticlesVideos

High Gas Prices Aren't Budging—Here Are 3 Stocks That Benefit

MarketBeat1 week ago

Phillips 66, Kinder Morgan, HF Sinclair approve Western Gateway pipeline project

Reuters1 month ago

EPA gives Delek refinery biofuel relief, finds HF Sinclair petitions ineligible

Reuters1 month ago

Funds containing HF Sinclair

AllEURUSDGBP
Funds
Fund name
Fund size
$DINO weighting
iShares Dow Jones U.S. Select Dividend€EXX5
€412M1.27%
SPDR S&P 400 US Mid Cap$SPY4
$6.3B0.47%
SPDR S&P 400 US Mid Cap£SPX4
£4.7B0.47%
L&G Global Quality Dividends£LDGG
£279M0.34%
iShares MSCI World Small Cap$WSML
$9B0.15%
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