HF SINCLAIR CORPORATION
boothcheck covers HF SINCLAIR CORPORATION (DINO) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• HF Sinclair buys every barrel it processes and sells much of the output through a brand it licenses rather than stores it owns, since the 10-K states that ⟦we do not currently own or operate retail outlets and therefore are dependent upon others for outlets for our refined products⟧. • The nearest risk is scheduled downtime, because the company expects turnarounds at a number of its refineries during 2026, and a turnaround removes volume and margin from the same quarter. • Second-quarter resul
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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: 2026-08-26 (items 8.01); 2026-08-05 (items 1.01, 9.01); 2026-07-28 (items 5.02); 2026-07-28 (items 2.02, 7.01, 9.01); 2026-07-08 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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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.