TD Cowen Forecasts Strong Price Appreciation for HF Sinclair (NYSE:DINO) Stock

HF Sinclair (NYSE:DINO) had its price target increased by TD Cowen from $44.00 to $50.00 in a research report issued to clients and investors on Thursday, Marketbeat reports. The brokerage currently has a “hold” rating on the stock. TD Cowen’s price objective would suggest a potential downside of 1.89% from the stock’s current price.

Other analysts have also recently issued reports about the company. Piper Sandler cut their price objective on shares of HF Sinclair from $68.00 to $67.00 and set an “overweight” rating for the company in a research report on Friday, January 16th. Morgan Stanley boosted their price target on shares of HF Sinclair from $60.00 to $61.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 27th. Zacks Research cut shares of HF Sinclair from a “strong-buy” rating to a “hold” rating in a report on Monday, November 10th. Barclays reduced their price objective on shares of HF Sinclair from $54.00 to $51.00 and set an “equal weight” rating for the company in a research report on Tuesday, January 13th. Finally, Mizuho boosted their target price on HF Sinclair from $62.00 to $63.00 and gave the stock an “outperform” rating in a research report on Friday, December 12th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $58.60.

HF Sinclair Trading Up 1.0%

Shares of NYSE DINO opened at $50.96 on Thursday. The stock has a market capitalization of $9.37 billion, a PE ratio of 16.60 and a beta of 0.87. The company has a current ratio of 1.91, a quick ratio of 0.97 and a debt-to-equity ratio of 0.29. The stock has a fifty day simple moving average of $50.70 and a 200-day simple moving average of $51.02. HF Sinclair has a twelve month low of $24.66 and a twelve month high of $59.33.

HF Sinclair (NYSE:DINO) last posted its quarterly earnings results on Wednesday, February 18th. The company reported $1.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.83 by $0.37. HF Sinclair had a return on equity of 10.16% and a net margin of 2.15%.The company had revenue of $6.46 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the company earned ($1.02) EPS. HF Sinclair’s revenue for the quarter was down .6% compared to the same quarter last year. On average, equities analysts forecast that HF Sinclair will post 2.39 earnings per share for the current year.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the business. NFJ Investment Group LLC lifted its stake in shares of HF Sinclair by 1,275.3% in the fourth quarter. NFJ Investment Group LLC now owns 1,873,541 shares of the company’s stock worth $86,333,000 after acquiring an additional 1,737,318 shares in the last quarter. Encompass Capital Advisors LLC purchased a new stake in HF Sinclair during the 2nd quarter worth approximately $70,437,000. Invesco Ltd. raised its position in shares of HF Sinclair by 104.3% in the 3rd quarter. Invesco Ltd. now owns 1,947,075 shares of the company’s stock valued at $101,910,000 after purchasing an additional 994,090 shares in the last quarter. Victory Capital Management Inc. raised its position in shares of HF Sinclair by 101.3% in the 4th quarter. Victory Capital Management Inc. now owns 1,794,964 shares of the company’s stock valued at $82,712,000 after purchasing an additional 903,177 shares in the last quarter. Finally, Engineers Gate Manager LP raised its position in shares of HF Sinclair by 1,068.6% in the 2nd quarter. Engineers Gate Manager LP now owns 786,606 shares of the company’s stock valued at $32,314,000 after purchasing an additional 719,292 shares in the last quarter. Hedge funds and other institutional investors own 88.29% of the company’s stock.

HF Sinclair News Roundup

Here are the key news stories impacting HF Sinclair this week:

• Positive Sentiment: Q4 earnings beat and raised profitability outlook: HF Sinclair reported $1.20 EPS vs. $0.83 expected and revenue of $6.46B vs. $6.19B, showing an operating improvement versus the prior year — this underpins the recent rally. Earnings Transcript
• Positive Sentiment: Dividend boost: The company declared a $0.50 quarterly dividend (≈4.0% yield), which increases cash return to shareholders and supports income‑oriented demand for the shares.
• Positive Sentiment: Growth initiative — Green Trail Fuels JV and branded‑site expansion: Management announced a joint venture and a target of ~10% annual branded‑site growth, signaling strategic diversification into retail/renewable fuel channels that could lift medium‑term revenue visibility. Growth & JV Announcement
• Neutral Sentiment: Analyst movements mixed: TD Cowen raised its price target to $50 (maintains a “hold”), which is essentially in line with current trading and not a clear catalyst. TD Cowen Note
• Negative Sentiment: CEO Go is on voluntary leave pending a disclosure review — the announcement triggered sharp selling and raised governance and execution uncertainty. CEO Leave Report
• Negative Sentiment: Multiple securities‑fraud investigations launched by several law firms alleging potential disclosure violations — this raises the risk of regulatory scrutiny, litigation costs and reputational damage that could depress the stock until resolved. Investigation Notice Additional Investigation Report
• Negative Sentiment: Broker downgrade: Scotiabank lowered its rating on HF Sinclair, adding downward pressure on sentiment amid the governance and legal concerns. Scotiabank Downgrade

About HF Sinclair

HF Sinclair Corporation is a diversified energy manufacturing company engaged in the refining, marketing, and transportation of petroleum products across the United States. The company operates a network of refineries and processing facilities that convert crude oil and other feedstocks into fuels and specialty products. Its integrated model encompasses upstream supply agreements, midstream logistics, and downstream marketing channels, positioning HF Sinclair as a key supplier of refined products to wholesale and retail markets.

The company’s core product slate includes gasoline, diesel, jet fuel, and renewable fuels such as renewable diesel and biodiesel.