HF Sinclair Corporation

NYSE:DINO 株式レポート

時価総額：US$13.4b

HF Sinclair 将来の成長

Future 基準チェック /06

HF Sinclairの収益は年間10.4%で減少すると予測されていますが、年間収益は年間0.7%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に9.5% 7.6%なると予測されています。

主要情報

-10.4%

収益成長率

-7.63%

EPS成長率

Oil and Gas 収益成長9.8%
収益成長率0.7%
将来の株主資本利益率9.51%
アナリストカバレッジ

Good

最終更新日05 May 2026

今後の成長に関する最新情報

分析記事 • Aug 03

HF Sinclair Corporation (NYSE:DINO) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year

Last week saw the newest quarterly earnings release from HF Sinclair Corporation ( NYSE:DINO ), an important milestone...

Recent updates

ナラティブ更新 • Apr 29

DINO: Governance Uncertainty Around CEO Leave Will Pressure Future Capital Returns

HF Sinclair's analyst fair value estimate has moved modestly higher to $57.01 from $55.16 as analysts factor in revised oil price assumptions, mixed refining and Lubes performance, and uncertainty around leadership and disclosure reviews in their updated price targets. Analyst Commentary Recent research on HF Sinclair reflects a mixed backdrop, with several bearish analysts highlighting execution issues, governance questions, and refining and Lubes headwinds as reasons for more cautious price targets and ratings.
ナラティブ更新 • Apr 14

DINO: Governance Review And Mixed Refining Outlook Will Shape Capital Returns

The updated analyst price target for HF Sinclair has increased by just over $5 per share. Analysts attribute this change to revised refined oil price assumptions and to the company’s refining and specialty businesses, which are viewed as mixed but still valuable contributors.
Seeking Alpha • Apr 13

Buy HF Sinclair On Bumper Profits

Summary US refiners have already gained over 30% YTD on energy uncertainty and disruptions around the conflict in Iran. Refining margins or crack spreads often increase as the cost of finished fuels follow or even outpace crude oil prices. The conflict in Iran remains unresolved with restricted traffic through the Straight of Hormuz and US plans to blockade Iranian ports. Global energy prices and market uncertainty are likely to remain elevated providing short term support for DINO share prices and longer term support for profits. Although I do not expect an orderly or well behaved market, I recommend those investors with appropriate risk tolerance buy DINO at current market prices. Read the full article on Seeking Alpha
ナラティブ更新 • Mar 31

DINO: Governance Review And Leadership Uncertainty Will Pressure Capital Return Outlook

HF Sinclair's updated analyst price target has edged down to $50, with analysts pointing to mixed refining and Lubes results, questions around leadership and disclosure reviews, and adjusted oil price assumptions as key drivers behind the change. Analyst Commentary Recent research on HF Sinclair shows a split picture, with some firms lifting targets on refining exposure and oil price assumptions, while others trim targets or ratings as they reassess execution and governance risk.
ナラティブ更新 • Mar 17

DINO: West Coast Assets And Downstream Portfolio Will Support Future Upside

Analysts have trimmed HF Sinclair's fair value estimate from $75.00 to $70.00 and lowered average price targets, reflecting weaker refining and Lubes performance and increased uncertainty around leadership and disclosure reviews, even as some still highlight strengths in the Lubes, Marketing, Midstream and refining portfolio. Analyst Commentary Recent research on HF Sinclair points to a split view, with several firms lowering price targets after mixed quarterly results and leadership uncertainty, while some bullish analysts still see upside tied to the core refining and downstream portfolio.
ナラティブ更新 • Mar 03

DINO: West Coast Margins And Governance Review Will Shape Future Performance

Analysts have trimmed their average price target for HF Sinclair by about $1.50 to roughly $59. This reflects mixed Q4 results, weaker refining and Lubes performance, and uncertainty tied to the CEO's leave of absence and the ongoing review of disclosure processes, even as they still highlight value in the higher multiple Lubes, Marketing and Midstream businesses and a competitive refining footprint.
ナラティブ更新 • Feb 17

DINO: West Coast Margin Exposure And Execution Risks Will Shape Future Performance

Analysts have made only a small net adjustment to HF Sinclair's targets, with recent changes of around $1 to $4 up or down reflecting a mix of caution on revenue expectations and a more constructive view on margins and the stock's position among mid-cap refiners. Analyst Commentary Recent research on HF Sinclair reflects a mix of optimism on the company’s positioning and refining exposure, alongside more cautious takes on revenue and earnings risk, which together have kept price target changes relatively contained.
ナラティブ更新 • Feb 02

DINO: West Coast Refining Margins Will Drive Future Upside Potential

Narrative Update: HF Sinclair The HF Sinclair analyst price target has been updated to US$75.00, with analysts pointing to a revised outlook that pairs softer revenue growth expectations with higher projected profit margins and a slightly adjusted P/E framework. Analyst Commentary Recent research on HF Sinclair has been active, with several bullish analysts adjusting price targets higher and upgrading their views.
ナラティブ更新 • Jan 19

DINO: Refining Margins And Midstream Expansion Will Shape Balanced Capital Return Outlook

Analysts have reduced their price targets on HF Sinclair to about $51 from $53, reflecting updated views on margins, long-term P/E expectations, and recent target revisions from several firms. Analyst Commentary Recent research on HF Sinclair shows a mix of views, with some firms trimming price targets while others are still willing to raise them.
ナラティブ更新 • Jan 05

DINO: Refining Economics And Midstream Expansion Will Drive Capital Return Upside

Analysts have lifted their average price targets on HF Sinclair into the mid US$60s, citing updated expectations for a return to revenue growth, higher profit margins, and a lower forward P/E multiple compared with prior assumptions. Analyst Commentary Recent Street research on HF Sinclair reflects a mix of optimism on capital return potential and caution around sector headwinds and earnings power.
分析記事 • Dec 18

Are HF Sinclair Corporation (NYSE:DINO) Investors Paying Above The Intrinsic Value?

Key Insights HF Sinclair's estimated fair value is US$37.83 based on 2 Stage Free Cash Flow to Equity Current share...
ナラティブ更新 • Dec 15

DINO: Refining Economics And Capital Returns Will Shape Balanced Risk Reward Outlook

HF Sinclair's analyst price target has been lifted sharply from $38.47 to $53.00, as analysts factor in a series of recent target increases from major firms. These moves highlight resilient refining economics and supportive capital return dynamics despite softer demand indicators.
ナラティブ更新 • Nov 30

DINO: Share Buyback Program And PADD Expansion Will Drive Sector Outperformance

HF Sinclair's analyst price target has edged slightly higher to $60.53 from $60.00, as analysts factor in stable refining economics and mixed sector outlooks highlighted in recent research updates. Analyst Commentary Recent coverage of HF Sinclair has highlighted both areas of optimism and ongoing concerns that influence analysts' views on the stock's valuation, operational performance, and growth outlook.
ナラティブ更新 • Nov 16

DINO: Upward Sector Trends And Expansion Plans Will Shape Near-Term Prospects

HF Sinclair’s analyst price target has increased from $58.80 to $60.00 per share, as analysts cite improved sector sentiment and favorable market trends supporting a higher fair value outlook. Analyst Commentary Recent research updates highlight a mix of optimistic and cautious perspectives from the Street regarding HF Sinclair’s prospects.
ナラティブ更新 • Nov 02

DINO: Share Buybacks And Capital Returns Will Drive Outperformance In A Bearish Sector

The average analyst price target for HF Sinclair increased slightly from $58.13 to $58.80. Analysts recognized improved profit margin and revenue growth outlooks, supported by robust refining economics and positive sector return-of-capital trends.
ナラティブ更新 • Oct 18

Global Diesel Demand And Renewables Will Unlock New Opportunities

HF Sinclair's analyst average price target has increased by nearly $2 to $58, as analysts raise estimates to reflect stronger refining margins, positive sector performance, and capital return strategies. This comes despite lingering concerns about renewables headwinds.
ナラティブ更新 • Oct 04

Global Diesel Demand And Renewables Will Unlock New Opportunities

Analysts have raised their average price target for HF Sinclair from $53.71 to $56.31. This change reflects updated expectations for stronger profit margins and continued robust refining economics, despite some ongoing headwinds in renewables.
ナラティブ更新 • Sep 19

Global Diesel Demand And Renewables Will Unlock New Opportunities

The consensus analyst price target for HF Sinclair has increased to $53.71, reflecting robust Q2 and Q3 margin outperformance and improved longer-term outlooks, partially offset by concerns over valuation and margin sustainability. Analyst Commentary Bullish analysts cite strong Q2 earnings outperformance, with robust refining margin capture surpassing expectations and Q3 margin strength continuing into September.
ナラティブ更新 • Sep 04

Global Diesel Demand And Renewables Will Unlock New Opportunities

Analysts remain divided on HF Sinclair, with bulls citing higher future earnings estimates and sector re-rating, while bears see valuation as stretched after strong performance and forecast slowing momentum, resulting in the consensus price target holding steady at $51.43. Analyst Commentary Bullish analysts raised 2025 and 2026 estimates for HF Sinclair, citing stronger Mid-Continent cracks, improved capture rates, and higher Lubes margins.
分析記事 • Aug 04

HF Sinclair (NYSE:DINO) Is Paying Out A Dividend Of $0.50

HF Sinclair Corporation's ( NYSE:DINO ) investors are due to receive a payment of $0.50 per share on 4th of September...
分析記事 • Aug 03

HF Sinclair Corporation (NYSE:DINO) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year

Last week saw the newest quarterly earnings release from HF Sinclair Corporation ( NYSE:DINO ), an important milestone...
分析記事 • Jul 16

Does HF Sinclair (NYSE:DINO) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 07

Here's Why Shareholders Should Examine HF Sinclair Corporation's (NYSE:DINO) CEO Compensation Package More Closely

Key Insights HF Sinclair will host its Annual General Meeting on 14th of May Salary of US$1.11m is part of CEO Tim Go's...
Seeking Alpha • Feb 10

Regional Factors Slowing Refiner HF Sinclair

Summary Inland refiner HF Sinclair has a $6.8 billion market cap. It pays a 5.45% dividend. Refiner's large margins last year after SPR crude release have normalized and become considerably narrower. HF Sinclair faces more competition and thus higher prices for less expensive crudes, particularly from Canada, than it has previously. Read the full article on Seeking Alpha
新しいナラティブ • Jan 08

HF Sinclair Corp: A Nuanced Investment Case

HF Sinclair Corporation represents an intricate investment proposition in the ever-shifting dynamics of the energy sector. Against the background of recent underperformance, a combination of factors s
Seeking Alpha • Jan 05

HF Sinclair: The Market Says The Bottom Is In (Rating Upgrade)

Summary HF Sinclair (DINO) is upgraded to a BUY as the stock hits my previous $33-$35/share target, despite Q4 expected to be the weakest quarter. Crack spreads have shown a sustained recovery since December, indicating potential margin recovery and profitability improvements in the refining sector. Significant trading volume in late December suggests a shift in market behavior, with expectations of increased profitability in 2025. The current valuation is attractive based on mid-cycle EBITDA projections. I expect 25% upside potential on a market recovery in addition to the 5.7% dividend. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 25

Optimizing Operations And Expanding Markets Brighten Prospects, Despite Analysts Predicting A Squeeze On Margins And Earnings

Efforts in refining and renewable segments aim to boost revenue, with a focus on enhanced reliability and efficient feedstock usage.
Seeking Alpha • Aug 23

HF Sinclair: Featured Stock From Our July Safest Dividend Yields Model Portfolio

Summary I’m back again to give you another free stock pick from our Safest Dividend Yields Model Portfolio. HF Sinclair's free cash flow exceeds regular dividend payments, providing a 4% dividend yield. HF Sinclair is also undervalued with a price-to-economic book value ratio of 0.5. Read the full article on Seeking Alpha
Seeking Alpha • Jul 17

HF Sinclair: Not Cheap Enough To Benefit From A Refining Upturn

Summary HF Sinclair shares have underperformed, down 20% in the past quarter and up just 7% in the past year, as crack spreads have narrowed. DINO operates 7 refineries with a 678,000-bpd capacity, along with renewable diesel, lubricant, and midstream assets. In a $20-25 crack spread environment, the Company has nearly $1 billion in free cash flow, and refining margins will be the primary driver of shares. Despite the potential for crack spreads to rise, DINO's lower capital returns compared to peers like Marathon Petroleum make it a hold. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:DINO - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202828,346918N/A1,6405
12/31/202729,6689381,2001,7009
12/31/202632,7691,8901,7432,0168
3/31/202627,6221,2251,3961,861N/A
12/31/202526,8695748661,315N/A
9/30/202526,9053926761,167N/A
6/30/202526,861-875731,067N/A
3/31/202527,923-140237704N/A
12/31/202428,5801756401,110N/A
9/30/202429,7403291,0601,480N/A
6/30/202431,4381,1891,7932,170N/A
3/31/202431,4261,5392,0622,436N/A
12/31/202331,9641,5761,9122,297N/A
9/30/202333,2892,2192,6142,982N/A
6/30/202334,9832,3802,0692,455N/A
3/31/202338,3113,0873,0283,494N/A
12/31/202238,2052,8933,2533,777N/A
9/30/202234,8432,2731,8472,529N/A
6/30/202228,9291,6041,1081,906N/A
3/31/202222,344561-16805N/A
12/31/202118,389551-407407N/A
9/30/202115,667470141806N/A
6/30/202113,802191105639N/A
3/31/202111,287-152-66330N/A
12/31/202011,184-603128458N/A
9/30/202012,665-423217528N/A
6/30/202014,270-159585888N/A
3/31/202016,9902141,2081,522N/A
12/31/201917,487771N/A1,549N/A
9/30/201917,449852N/A1,836N/A
6/30/201917,795932N/A1,796N/A
3/31/201917,4831,080N/A1,437N/A
12/31/201817,7151,094N/A1,554N/A
9/30/201817,3631,471N/A1,296N/A
6/30/201816,3121,400N/A1,206N/A
3/31/201815,2991,113N/A1,325N/A
12/31/201714,251800N/A951N/A
9/30/201713,214335N/A948N/A
6/30/201712,342139N/A770N/A
3/31/201711,597-328N/A561N/A
12/31/201610,536-261N/A607N/A
9/30/201610,524-358N/A521N/A
6/30/201611,263-237N/A720N/A
3/31/201612,250533N/A739N/A
12/31/201513,238738N/A986N/A
9/30/201514,577560N/A856N/A
6/30/201516,309539N/A607N/A

アナリストによる今後の成長予測

収入対貯蓄率: DINOの収益は今後 3 年間で減少すると予測されています (年間-10.4% )。

収益対市場: DINOの収益は今後 3 年間で減少すると予測されています (年間-10.4% )。

高成長収益: DINOの収益は今後 3 年間で減少すると予測されています。

収益対市場: DINOの収益 ( 0.7% ) US市場 ( 11.4% ) よりも低い成長が予測されています。

高い収益成長: DINOの収益 ( 0.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DINOの 自己資本利益率 は、3年後には低くなると予測されています ( 9.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/06 07:21
終値2026/05/06 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

HF Sinclair Corporation 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26

アナリスト機関
William SeleskyArgus Research Company
Theresa ChenBarclays
Phillip JungwirthBMO Capital Markets Equity Research