HF Sinclair (DINO)
NYSEEnergyOil & Gas Refining & MarketingSnapshot 2026-11-05
$97.77-6.50%
Close 2026-11-05 · 1-day change
NYSEEnergyOil & Gas Refining & MarketingSnapshot 2026-11-05
QuarterlyIQ Insights · DINO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within energy on a research-validated quality screen. As of 2026-11-05.
The screen ranks DINO against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Energy names rated strong grew net income 55% of the time over the next year (vs 58% for the rest of the cohort, n=1774).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Importantly, we returned $572 million to stockholders through dividends and share repurchases, reinforcing our commitment to disciplined capital allocation and stockholder returns.
Stated in 4 of 4 supplied quarters. Management reported: “Importantly, we returned $572 million to stockholders through dividends and share repurchases, reinforcing our commitment to disciplined capital allocation and stockholder returns.” “We returned $265 million to stockholders through dividends and share repurchases and today we also announced a 5% increase to our quarterly dividend, demonstrating our continued commitment to return capital to shareholders.”
“Importantly, we returned $572 million to stockholders through dividends and share repurchases, reinforcing our commitment to disciplined capital allocation and stockholder returns.”
“We returned $265 million to stockholders through dividends and share repurchases and today we also announced a 5% increase to our quarterly dividend, demonstrating our continued commitment to return…”
“Looking forward, we remain focused on the execution of our strategic priorities and believe each of our business segments is well positioned to take advantage of the current favorable macroeconomic b…”
“Looking forward, the Company remains focused on safe and reliable operations, continued growth in its Midstream, Lubricants and Marketing segments and returning excess cash to the Company’s sharehold…”
In July 2026, we announced plans to pursue a separation of our Lubricants & Specialties segment through the capital markets, creating a new independent, publicly traded company (the “Planned Separati…
Stated in 2 of 4 supplied quarters. Management reported: “In July 2026, we announced plans to pursue a separation of our Lubricants & Specialties segment through the capital markets, creating a new independent, publicly traded company (the “Planned Separation”).” “Earlier today, HF Sinclair announced plans to pursue a separation of its Lubricants & Specialties segment through the capital markets, creating a new independent, publicly traded company.”
HF Sinclair’s Chief Executive Officer, Franklin Myers, commented, “Our third quarter performance reflects the strength and continued focus on safe, reliable execution of all our businesses.
Stated in 4 of 4 supplied quarters. Management reported: “HF Sinclair’s Chief Executive Officer, Franklin Myers, commented, “Our third quarter performance reflects the strength and continued focus on safe, reliable execution of all our businesses.” “Looking forward, the Company remains focused on safe and reliable operations, continued growth in its Midstream, Lubricants and Marketing segments and returning excess cash to the Company’s shareholders.”
Matthew Joyce will continue in his role as Senior Vice President, Lubricants & Specialties and report directly to Mr. Myers as the Lubricants & Specialties segment is a distinct, strategic segment wi…
Stated in 1 of 4 supplied quarters. Management reported: “Looking forward, the Company remains focused on safe and reliable operations, continued growth in its Midstream, Lubricants and Marketing segments and returning excess cash to the Company’s shareholders.” “Matthew Joyce will continue in his role as Senior Vice President, Lubricants & Specialties and report directly to Mr. Myers as the Lubricants & Specialties segment is a distinct, strategic segment with its own growth priorities and market dynamics.”
In this new capacity, Steve will be responsible for overseeing the Company’s operations and commercial organizations while advancing our strategic priorities, including improving safety and reliabili…
Stated in a supplied disclosure. Management reported: “In this new capacity, Steve will be responsible for overseeing the Company’s operations and commercial organizations while advancing our strategic priorities, including improving safety and reliability, enhancing cost efficiency and unlocking value across our integrated platform.””
Over the trailing year it converted 1.02x of net income into operating cash flow. Historically, Energy names rated fragile grew net income 37% of the time over the next year (vs 48% for the rest of the cohort, n=993).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, the broad stock market, Fed net liquidity (low R² over the window).
26 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Energy names rated volatile grew net income 54% of the time over the next year (vs 59% for the rest of the cohort, n=1684).
Not investment advice. As of 2026-11-05.
“In July 2026, we announced plans to pursue a separation of our Lubricants & Specialties segment through the capital markets, creating a new independent, publicly traded company (the “Planned Separati…”
“Earlier today, HF Sinclair announced plans to pursue a separation of its Lubricants & Specialties segment through the capital markets, creating a new independent, publicly traded company.”
“HF Sinclair’s Chief Executive Officer, Franklin Myers, commented, “Our third quarter performance reflects the strength and continued focus on safe, reliable execution of all our businesses.”
“Looking forward, we believe the fundamentals that drove strong second quarter results across each of our business segments will persist in the third quarter, providing a positive backdrop as we move…”
“HF Sinclair’s Chief Executive Officer, Franklin Myers, commented, “During the quarter, we delivered strong results across each of our business segments supported by safe and reliable operations.”
“Looking forward, the Company remains focused on safe and reliable operations, continued growth in its Midstream, Lubricants and Marketing segments and returning excess cash to the Company’s sharehold…”
“Looking forward, the Company remains focused on safe and reliable operations, continued growth in its Midstream, Lubricants and Marketing segments and returning excess cash to the Company’s sharehold…”