FY2026 EPS Estimates for HF Sinclair Cut by Scotiabank

HF Sinclair Corporation (NYSE:DINO) – Investment analysts at Scotiabank dropped their FY2026 earnings per share (EPS) estimates for HF Sinclair in a research report issued to clients and investors on Thursday, February 19th. Scotiabank analyst P. Cheng now anticipates that the company will post earnings per share of $2.55 for the year, down from their prior estimate of $3.45. Scotiabank has a “Sector Perform” rating and a $53.00 price target on the stock. The consensus estimate for HF Sinclair’s current full-year earnings is $2.39 per share. Scotiabank also issued estimates for HF Sinclair’s FY2027 earnings at $3.70 EPS.

HF Sinclair (NYSE:DINO) last announced its quarterly earnings results on Wednesday, February 18th. The company reported $1.20 EPS for the quarter, topping the consensus estimate of $0.83 by $0.37. The company had revenue of $6.46 billion during the quarter, compared to analyst estimates of $6.19 billion. HF Sinclair had a return on equity of 10.16% and a net margin of 2.15%.The firm’s revenue was down .6% on a year-over-year basis. During the same period in the prior year, the firm posted ($1.02) earnings per share.

Several other research firms also recently issued reports on DINO. Wall Street Zen downgraded shares of HF Sinclair from a “strong-buy” rating to a “buy” rating in a research note on Monday, January 19th. Barclays decreased their price target 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. UBS Group raised their price objective on HF Sinclair from $63.00 to $65.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of HF Sinclair in a research report on Monday, December 29th. Finally, Piper Sandler dropped their target price on HF Sinclair from $67.00 to $63.00 and set an “overweight” rating on the stock in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $58.60.

HF Sinclair Stock Up 1.0%

DINO opened at $50.96 on Monday. HF Sinclair has a 1 year low of $24.66 and a 1 year high of $59.33. The firm has a 50 day moving average price of $50.70 and a 200 day moving average price of $51.13. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.97 and a current ratio of 1.91. The company has a market cap of $9.37 billion, a PE ratio of 16.60 and a beta of 0.87.

HF Sinclair Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Monday, March 2nd will be issued a $0.50 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $2.00 dividend on an annualized basis and a yield of 3.9%. HF Sinclair’s dividend payout ratio is currently 65.15%.

Hedge Funds Weigh In On HF Sinclair

A number of institutional investors have recently made changes to their positions in the business. CI Investments Inc. boosted its holdings in HF Sinclair by 20.0% in the third quarter. CI Investments Inc. now owns 1,121 shares of the company’s stock worth $59,000 after purchasing an additional 187 shares during the period. Virtus Investment Advisers LLC boosted its holdings in shares of HF Sinclair by 5.9% in the 4th quarter. Virtus Investment Advisers LLC now owns 3,489 shares of the company’s stock valued at $161,000 after buying an additional 195 shares during the period. D.A. Davidson & CO. grew its position in shares of HF Sinclair by 3.8% during the 4th quarter. D.A. Davidson & CO. now owns 5,791 shares of the company’s stock valued at $267,000 after buying an additional 210 shares during the last quarter. Unison Advisors LLC raised its stake in HF Sinclair by 0.9% during the fourth quarter. Unison Advisors LLC now owns 23,315 shares of the company’s stock worth $1,074,000 after acquiring an additional 218 shares during the period. Finally, Parallel Advisors LLC lifted its holdings in HF Sinclair by 4.9% in the fourth quarter. Parallel Advisors LLC now owns 4,769 shares of the company’s stock worth $220,000 after acquiring an additional 221 shares during the last quarter. 88.29% of the stock is owned by institutional investors and hedge funds.

Key HF Sinclair News

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

HF Sinclair Company Profile

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.