HF SINCLAIR CORPORATION
At today's price, HF SINCLAIR CORPORATION (DINO) is priced for today's economics sustained for ~5.6 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• HF Sinclair is no longer a pure refiner: in a soft refining quarter its renewables ($133 million), midstream ($111 million), and lubricants ($103 million) segments each out-earned the refining segment's $55 million of adjusted EBITDA, a diversification the cheap headline multiple understates [Source: Q1 2026 earnings release]. • The defining risk is the crack-spread cycle: the 10-K warns that a decline in crack spreads or renewable diesel margins could materially hurt results, and several of t
Is DINO overvalued? See what's priced in →
623 institutional managers reported holding DINO in 13F filings for the quarter ended 2026-03-31. Together they hold about 81% of the company; the top 10 hold 48%. 101 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 8.6M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DINO's share count grew 11.2% over the past five years even with $3.49B spent on repurchases. It pays a dividend, and has paid one every year in our records (5 and counting); the current rate is $2.00 a share annually. Cash returned over the past three years: $1.02B in dividends and $1.86B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at DINO over the trailing three years: 2023: 1 buy totaling $274k; 2024: 9 buys totaling $1.71M; 2025: 2 buys totaling $198k; 2026: 1 buy totaling $100k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DINO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-06 | -8.4% | +19.2% |
| 2023-08-04 | +6.4% | -5.2% |
| 2023-11-03 | +0.9% | -4.8% |
| 2024-02-22 | -1.6% | -1.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DINO's latest 8-K filings: 2026-07-08 (items 5.02, 7.01, 9.01); 2026-05-19 (items 1.01, 9.01); 2026-05-13 (items 5.02); 2026-05-13 (items 5.07); 2026-05-12 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 29, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.