The buyback provides a modest floor but the leadership vacuum limits upside. Watch for permanent CEO/CFO appointments and any further insider selling; rate the stock as range-bound near-term.
Price Chart
Executive Summary
HF Sinclair repurchased $100M of its common stock from major shareholder REH Advisors at $68.72/share, the 21st such transaction. The buyback occurs amid recent CEO and CFO departures, creating a leadership vacuum that tempers the positive signal of capital return.
Key Financial Metrics
Key Facts
- Repurchase of 1,455,180 shares at $68.72/share for $100M total.
- Funded with cash on hand; expected to close May 21, 2026.
- Shares will be held as treasury stock; part of $1B buyback program (used $717M to date).
- 21st privately negotiated repurchase from REH Advisors (holds ~7% of common stock).
- CEO Timothy Go terminated May 11; CFO Atanas Atanasov terminated May 13; Acting CFO Vivek Garg signed filing.
Financial Impact
Repurchase reduces share count by ~0.8% and returns $100M to shareholders; leadership departures create uncertainty.
Risk Factors
- Leadership vacuum may delay strategic decisions and hurt operational execution.
- Further executive departures or insider selling could pressure the stock.
- Buyback program may be paused or discontinued if conditions worsen.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-036527 |
| Document: dino-stockrepurchaseagre.htm | 0001628280-26-036527 |
| Document: 0001628280-26-036527-index-headers.html | 0001628280-26-036527 |
| Document: 0001628280-26-036527-index.html | 0001628280-26-036527 |
| Document: 0001628280-26-036527.txt | 0001628280-26-036527 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 7w ago | 8-K | $97.00 $103.70 | ▲ +6.91% | ▲ +7.01% | $125.29 (+29.16%) |
Aug 11, 2026 9w ago | Insider Buy | $87.93 $107.72 | ▲ +22.51% | ▲ +24.40% | $125.29 (+42.49%) |
Aug 11, 2026 9w ago | Insider Cluster | $87.93 $107.72 | ▲ +22.51% | ▲ +24.40% | $125.29 (+42.49%) |
Jul 28, 2026 11w ago | 8-K | $89.30 $93.24 | ▲ +4.41% | ▲ +1.03% | $125.29 (+40.30%) |
Jul 8, 2026 14w ago | 8-K | $78.62 $82.98 | ▲ +5.55% | ▲ +2.27% | $125.29 (+59.36%) |
Jun 19, 2026 17w ago | Institutional Cluster | $65.84 $88.59 | ▲ +34.55% | ▲ +34.70% | $125.29 (+90.29%) |
Jun 3, 2026 19w ago | Insider Cluster | $72.83 $72.50 | ▼ −0.45% | ▲ +0.92% | $125.29 (+72.03%) |
May 27, 2026 20w ago | 144 | $68.08 $67.78 | ▼ −0.44% | ▲ +1.46% | $125.29 (+84.03%) |
May 27, 2026 20w ago | 144 | $68.08 $67.78 | ▼ −0.44% | ▲ +1.46% | $125.29 (+84.03%) |
May 26, 2026 20w ago | Insider Cluster | $68.08 $67.78 | ▼ −0.44% | ▲ +1.46% | $125.29 (+84.03%) |
US Market Status
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