HF Sinclair Slides as Post-Earnings Momentum Cools

HF Sinclair Corporation (DINO) is down 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The catalyst is not fully clear, but the move looks consistent with a pullback after last week’s sharp rally following strong second-quarter results, a dividend increase, and a plan to separate the lubricants business. This could also reflect some caution as investors weigh execution risk around the proposed separation and broader energy-sector repositioning after OPEC+ approved another output increase for September.

Details:

HF Sinclair reported second-quarter net income of $892 million and adjusted earnings of $5.31 per diluted share, with improved results across refining, lubricants, and renewables.

The company also raised its regular quarterly dividend by 5% to $0.525 per share and returned $265 million to shareholders through dividends and buybacks during the quarter.

Management said it plans to pursue a separation of its Lubricants & Specialties segment into an independent public company, while retiring base-oil refining assets in Mississauga over the course of 2027.

A recent SEC filing also showed a leadership reshuffle in early July, including the appointment of a new president and chief operating officer, adding another transition point for investors to evaluate.

Sources:

HF Sinclair, SEC, Reuters

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$DINO Insider Trading Activity

$DINO insiders have traded $DINO stock on the open market 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $DINO stock by insiders over the last 6 months:

FRANKLIN MYERS (CEO and President) purchased 15,000 shares for an estimated $1,036,650
VALERIE POMPA (EVP, Operations) sold 10,000 shares for an estimated $690,500
MATTHEW JOYCE (SVP, Lubricants & Specialties) sold 2,384 shares for an estimated $166,236
RHOMAN J HARDY purchased 1,508 shares for an estimated $100,010
VIVEK GARG (Acting CFO, VP, CAO & CONTR) sold 717 shares for an estimated $51,545
MANUEL J FERNANDEZ sold 635 shares for an estimated $46,412

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$DINO Hedge Fund Activity

We have seen 299 institutional investors add shares of $DINO stock to their portfolio, and 298 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. removed 1,930,592 shares (-9.3%) from their portfolio in Q1 2026, for an estimated $120,449,634
CITADEL ADVISORS LLC removed 1,824,390 shares (-86.6%) from their portfolio in Q1 2026, for an estimated $113,823,692
VOLORIDGE INVESTMENT MANAGEMENT, LLC removed 1,353,074 shares (-76.0%) from their portfolio in Q1 2026, for an estimated $84,418,286
RENAISSANCE TECHNOLOGIES LLC removed 1,266,305 shares (-89.3%) from their portfolio in Q1 2026, for an estimated $79,004,768
ALLIANCEBERNSTEIN L.P. removed 1,115,352 shares (-84.7%) from their portfolio in Q1 2026, for an estimated $69,586,811
CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 1,088,792 shares (-17.1%) from their portfolio in Q1 2026, for an estimated $67,929,732
JANE STREET GROUP, LLC removed 1,064,614 shares (-98.5%) from their portfolio in Q1 2026, for an estimated $66,421,267

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$DINO Congressional Stock Trading

Members of Congress have traded $DINO stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $DINO stock by members of Congress over the last 6 months:

REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 02/20.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$DINO Price Targets

Multiple analysts have issued price targets for $DINO recently. We have seen 12 analysts offer price targets for $DINO in the last 6 months, with a median target of $69.0.

Here are some recent targets:

Jason Gabelman from TD Cowen set a target price of $79.0 on 06/29/2026
Joe Laetsch from Morgan Stanley set a target price of $78.0 on 06/12/2026
Sergey Pigarev from Freedom Broker set a target price of $62.0 on 06/05/2026
Nitin Kumar from Mizuho set a target price of $79.0 on 05/27/2026
Manav Gupta from UBS set a target price of $80.0 on 05/05/2026
Theresa Chen from Barclays set a target price of $71.0 on 05/04/2026
Betty Zhang from Scotiabank set a target price of $54.0 on 04/22/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.