US · Energy · Oil & Gas Refining & Marketing
EPS came in at 11.75 against a street estimate of 8.17 — a beat of 43.8%.
Analysts rate HF Sinclair Corp a hold (7 buy, 8 hold, 2 sell out of 17) with an average price target of $122.81.
CONFIDENT HF Sinclair delivered a standout third quarter, led by refining margins, strong lubricants performance and renewables improvement. Management is prioritizing reliability, shareholder returns and organic growth while expecting favorable refining conditions to persist into 2027. Q3 FY26 Western transportation-fuel sales were strong; Mid-Con volumes were reduced by the El Dorado turnaround. WCS differentials of roughly $25 to $30 benefited the company, with management expecting wider-than-historical levels through 2027. Analysts focused on leadership priorities, refining margins, WCS differentials, capital spending, infrastructure projects and shareholder returns. Management emphasized persistent market tightness, operational improvement, organic growth and disciplined capital allocation. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.82% |
| TCTC Holdings, LLC | 7.20% |
| Dimensional Fund Advisors, Inc. | 5.56% |
| Vanguard Portfolio Management, LLC | 5.17% |
| Vanguard Capital Management, LLC | 4.03% |
| State Street Corp | 3.75% |
| Charles Schwab Investment Management Inc | 3.25% |
| AQR Capital Management LLC | 2.71% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • HF Sinclair agreed to repurchase 2,100,000 shares of its common stock from REH Advisors in a privately negotiated transaction. • | 2026-11-05 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • HF Sinclair agreed to repurchase 2,350,000 shares of common stock from REH Advisors Inc. in a privately negotiated transaction. • | 2026-10-30 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • HF Sinclair reported third-quarter 2026 sales and other revenues of $10,857 million, up from $7,251 million in third-quarter 2025. | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income attributable to HF Sinclair stockholders was $2,015 million, or $11.38 per diluted share, versus $40 | 2026-10-28 |
| Company announcement · Q3 2026 HF SINCLAIR CORPORATION (DINO) – 8-K SUMMARY HEADLINE NUMBERS • Board authorized new $1.5 billion share repurchase program effective August 26, 2026 | 2026-08-26 |
| Material agreement · Q3 2026 HF SINCLAIR CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Company repurchasing 2,375,000 shares from REH Advisors Inc. at $89.41 per share • Tot | 2026-08-05 |
| Quarterly report · Q2 2026 HF SINCLAIR CORPORATION - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income H1 2026: $1,540 million attributable to HF Sinclair stockholders (vs. $ | 2026-07-30 |
| Board / officer change · Q3 2026 HF SINCLAIR CORPORATION - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Executive Leadership Change: Eric Nitcher, Executive Vice President and General Co | 2026-07-28 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.53 / share ex-date Nov 12, 2026 · pay Dec 2, 2026 | 2026-11-12 |
| Dividend | $0.53 / share ex-date Aug 11, 2026 · pay Sep 2, 2026 | 2026-08-11 |
| Dividend | $0.50 / share ex-date May 11, 2026 · pay Jun 2, 2026 | 2026-05-11 |
| Dividend | $0.50 / share ex-date Mar 2, 2026 · pay Mar 12, 2026 | 2026-03-02 |
| Dividend | $0.50 / share ex-date Nov 19, 2025 · pay Dec 5, 2025 | 2025-11-19 |
| Announcement | Date |
|---|---|
| Company agreed to repurchase 2.1 million shares in privately negotiated transaction HF Sinclair agreed to privately repurchase 2.1 million of its common shares from REH Advisors for $110.81 per share, or approximately $233 million total. The deal is expected to close around | 2026-11-05 |
| Company to repurchase $257 million of shares from selling stockholder HF Sinclair agreed to privately repurchase 2.35 million of its own shares from REH Advisors for $109.37 per share, or about $257 million total. The transaction is expected to close around No | 2026-10-30 |
| Board authorizes new $1.5 billion share repurchase program HF Sinclair Corporation's Board of Directors authorized a new $1.5 billion share repurchase program effective August 26, 2026. This replaces the company's previous repurchase authorization, | 2026-08-26 |
| Share repurchase program expanded; $212M stock buyback agreement signed HF Sinclair Corporation announced a $212 million stock repurchase of 2.375 million shares at $89.41 per share from REH Advisors Inc., expected to close August 5, 2026. This is the 22nd trans | 2026-08-05 |
| Share repurchase of 1.46M shares for $100 million under authorization HF Sinclair Corporation announced a $100 million stock buyback of 1,455,180 shares at $68.72 per share from REH Advisors Inc. (the parent of former Sinclair Companies). This is the company's | 2026-05-19 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for HF Sinclair Corp — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.