DINO
HF Sinclair Corporation
September 21, 2026 · pre-market
- Rarity
- 1.27
- Peak move
- −6.07%
- Float cap
- $19.5B
HF Sinclair Corporation is an independent energy company that produces and markets gasoline, diesel fuel, jet fuel, renewable diesel, and other specialty products. It sells these products to refiners, branded sites, convenience store chains, independent marketers and retailers, truck stop chains, wholesalers, railroads, and commercial airlines. It also sells asphalt to governmental entities, paving contractors, and manufacturers.
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What we found
16 events · 1 from SEC or newswire · 0 timed with the movepeer_disclosurePhillips 66 posted $9.41 adjusted EPS as refining margins doubled to $24.08 per barrel, Marathon Petroleum reported a $36.33/bbl refining margin and Valero a $43.52/bbl Gulf Coast ULS diesel margin.
analyst_ratingRaymond James raised its HF Sinclair price target to $140 from $105 with a strong-buy rating, and Morgan Stanley lifted its target to $127 from $78 with an overweight rating, both dated September 14.
commodity_eventAsian 10-ppm diesel refining margins hit an all-time high of just over $87 a barrel, up from about $22 before the war, with front-month time spreads near $11 a barrel at a five-month high.
insider_saleHF Sinclair CEO Franklin Myers received a grant of 922 shares on September 17, 2026, a compensation award rather than an open-market purchase.
SEC4 0001193125-26-396851- Key event
commodity_eventEurope's diesel premium over North Sea crude broke above $100 a barrel in mid-September and US diesel prices topped $200 a barrel, as global diesel exports fell 26% year over year.
commodity_eventThe EIA reported US retail diesel averaged a record $6.29 a gallon as of September 14, with refinery utilization at 97% and distillate inventories 15.8 million barrels, 13% below the five-year seasonal average.
operating_metricsUS refiners produced an average 5.1 million barrels of distillate a day from January to August, the most since 2019, with refinery utilization at 97% and distillate inventories 13% below the five-year seasonal average.
institutional_flowBank of America disclosed a new stake of 1,289,961 HF Sinclair shares worth about $89.8 million, roughly 0.73% of the company, in its latest Q2 Form 13F filing.
- Key event
geopoliticalSaudi Aramco told at least two European refining customers they will receive no crude oil in October after drone and missile attacks shut its East-West pipeline to the Red Sea and damaged three pumping stations.
commodity_eventEuropean low-sulphur gasoil futures held an $85.34 a barrel premium over Brent, about 7% below the all-time high of $91.67 reached earlier in the week, as Hormuz traffic fell.
commodity_eventBrent crude traded back around $107 a barrel after touching $108, with dated Brent exceeding $130 a barrel in one session, as Saudi supply to Europe was cut and Poland's Orlen bought North Sea grades.
- Key event
geopoliticalDamage to Saudi Arabia's East-West pipeline was worse than first assessed, with three pumping stations confirmed damaged after the September 10 attacks and repairs expected to take five to six weeks.
analyst_ratingSeeking Alpha downgraded HF Sinclair to 'hold' from 'buy', citing crack spreads near $70 per barrel and diesel margins over $100 as Middle East and Russian supply disruptions lifted the sector.
commodity_eventJapan's largest refiner ENEOS shut a 153,000 bpd crude distillation unit at its Negishi refinery near Tokyo on September 7 for planned maintenance.
commodity_eventBrent crude settled at $107.63 a barrel and WTI at $102.48 after a 6.3% single-session climb, with the US diesel crack spread reaching $110 a barrel.
analyst_ratingWells Fargo raised its HF Sinclair price target to $93 from $67 while keeping an Equal Weight rating, noting the EPA issued 2026 Small Refinery Exemptions totaling 1.76 billion gallons.