This is a continuation of the company's share repurchase program with its largest stockholder, REH Advisors. Monitor for further repurchases from REH and the pace of remaining authorization deployment. The transaction follows the Q3 earnings beat and CEO succession announcement, suggesting management is returning excess cash to shareholders.
How the stock moved after the report
NEUTRAL VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Nov 5 $97.77entry
- T+1 · 6d ago −0.60%α −0.92% · $97.18
- T+4 · todayOpen
- T+5 · in 11h Pending
- T+20 · in 22d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
HF Sinclair entered into a stock purchase agreement with REH Advisors Inc. to repurchase 2.1 million shares at $110.81 per share, for an aggregate price of approximately $233 million. The repurchase is the 24th such privately negotiated transaction with REH and will be funded with cash on hand, with closing expected around November 6, 2026. The company has now repurchased $1 billion under its $1.5 billion share repurchase program, leaving about $493 million in authorization.
Key Financial Metrics
Key Facts
- HF Sinclair repurchases 2,100,000 shares from REH Advisors Inc. at $110.81 per share
- Aggregate purchase price of approximately $233 million
- Closing expected on or around November 6, 2026
- Repurchase is the 24th privately negotiated transaction between the company and REH
- Company has repurchased $1 billion under its $1.5 billion share repurchase program to date
- Approximately $493 million authorization remaining under the share repurchase program
- Purchase will be funded with cash on hand
- Shares repurchased will be held as treasury stock
- Transaction was approved by the Audit Committee as an Interested Transaction with a Related Person
Financial Impact
Approximately $233 million cash outflow for share repurchase, reducing outstanding shares by 2.1 million shares
Risk Factors
- Related-party transaction with REH Advisors, the parent company of REH Company LLC (formerly The Sinclair Companies), requires ongoing governance scrutiny
- Share repurchase program may be discontinued at any time by the Board
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-070328 |
| Document: dino-20261104.htm | 0001628280-26-070328 |
| Document: 0001628280-26-070328-index-headers.html | 0001628280-26-070328 |
| Document: 0001628280-26-070328-index.html | 0001628280-26-070328 |
| Document: 0001628280-26-070328.txt | 0001628280-26-070328 |
Track record
25 reports on DINO
6 of 8 bullish or bearish reports moved the stock their way by T+20. Best: +40.62% at T+60 after the Jul 28, 2026 report. 9 of 11 went positive at some point.
Filters
- Nov 10, 2026today SC 13D/A Neutral 4/10 Entry $97.77 Now $101.73 +4.05% settles Dec 10
- Nov 4, 20267d ago 8-K Neutral 3/10 Viewing Entry $97.77 Now $101.73 +4.05% settles Dec 4
- Oct 30, 202612d ago 8-K Neutral 4/10 Entry $111.66 Now $101.73 −8.89% settles Dec 1
- Oct 29, 202613d ago Insider Buy Bullish 5/10 Entry $115.00 Now $101.73 −11.54% settles Nov 30
- Oct 28, 202614d ago 8-K Bullish 6/10 Entry $111.96 Now $101.73 −9.14% settles Nov 25
- Oct 16, 202626d ago Institutional Cluster Bullish 4/10 Entry $124.42 Now $101.73 −18.24% settles Nov 16
- Oct 8, 20264w ago SC 13G/A Neutral 3/10 Entry $120.72 to $97.77 Now $101.73 −15.73% ▼ −19.01% −13.72% vs SPY
- Aug 26, 202611w ago 8-K Bullish 6/10 Entry $97.00 to $103.70 Now $101.73 +4.88% ▲ +6.91% +7.01% vs SPY
- Aug 11, 202613w ago Insider Buy Bullish 5/10 Entry $87.93 to $107.72 Now $101.73 +15.69% ▲ +22.51% +24.40% vs SPY
- Aug 11, 202613w ago Insider Cluster Bullish 5/10 Entry $87.93 to $107.72 Now $101.73 +15.69% ▲ +22.51% +24.40% vs SPY
US Market Status
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