US · Energy · Oil & Gas Refining & Marketing
EPS came in at 5.31 against a street estimate of 4.39 — a beat of 21.0%.
Analysts rate HF Sinclair Corp a buy (6 buy, 9 hold, 1 sell out of 16) with an average price target of $95.60.
CONFIDENT HF Sinclair posted strong Q2 earnings ($5.31 adj EPS) on refining outperformance amid tight global supply. Company spinning lubes business; retiring Mississauga base oil refinery; planning Go West midstream expansion. Returning 50% of capital to shareholders. Q2 2026 Mid-Con and West benefited from tight supply, supportive cracks. PADD 5 short on refined products; Go West addresses structural imbalance. Analysts pressed on lubes valuation multiples (capital-light and stabilized cash flows expected to command premium), Go West competitive positioning (management views as complementary not competitive), and capital allocation (executives signaled no excess cash hoarding, multiple large projects under evaluation). 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.53% |
| TCTC Holdings, LLC | 6.94% |
| Dimensional Fund Advisors, Inc. | 5.36% |
| Vanguard Portfolio Management, LLC | 5.12% |
| Vanguard Capital Management, LLC | 3.94% |
| State Street Corp | 3.75% |
| Charles Schwab Investment Management Inc | 2.97% |
| AQR Capital Management LLC | 2.89% |
| Document | Date |
|---|---|
| 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 |
| Results announced · Q3 2026 HF SINCLAIR Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income attributable to HF Sinclair stockholders: $892 million ($4.93 per diluted share) | 2026-07-28 |
| Quarterly report · Q1 2026 HF SINCLAIR CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income Q1 2026: $650 million ($648 million attributable to HF Sinclair stockho | 2026-05-01 |
| Proxy statement · Q2 2026 HF SINCLAIR CORPORATION – PROXY STATEMENT SUMMARY CEO COMPENSATION & CHANGE • Timothy Go (CEO) total compensation for 2025: Not explicitly stated in | 2026-03-31 |
| Annual report FY2025 HF SINCLAIR CORPORATION - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization (as of June 30, 2025): $7.7 billion • Shares ou | 2026-02-27 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| 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 |
| Dividend | $0.50 / share ex-date Aug 21, 2025 · pay Sep 4, 2025 | 2025-08-21 |
| Announcement | Date |
|---|---|
| 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 |
| 2026 capital expenditure guidance of $775 million announced HF Sinclair Corporation announced its 2026 capital expenditure guidance totaling $775 million. The spending breaks down into two categories: $650 million in sustaining capital (routine maint | 2025-12-09 |
| Share repurchase of 437,238 shares for $24 million HF Sinclair Corporation repurchased 437,238 shares from REH Advisors Inc. at $54.89 per share for a total of $24 million. The company funded this with cash on hand. This is the 20th privatel | 2025-11-20 |
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Google PlayApp StoreData updated 2026-09-18.