Hundreds of drivers, possibly more, in Colorado are facing the prospect of pricey automotive repairs after purchasing gasoline that was contaminated with diesel from among dozens of locations around the Denver metro area. About 1,000 drivers filed complaints saying they purchased the bad fuel as of Jan. 30, according to CBS News Colorado, citing state records (1). The Division of Oil and Public Safety reported at least 46 gas stations were impacted (2). Must Read Colorado’s Department of Labor and Empl ...

Core Viewpoint - HF Sinclair Corporation (NYSE:DINO) is considered a mid-cap stock to buy by top investors, despite recent adjustments to earnings forecasts due to operational challenges on the West Coast [1][3]. Group 1: Earnings Forecast Adjustments - Piper Sandler has reduced its fourth-quarter 2025 earnings per share projections for HF Sinclair to $0.44 from $0.96 and lowered its EBITDA forecast to $358 million from $473 million [3]. - Scotiabank has also decreased its price target for HF Sinclair from $66 to $62 as part of a broader revision of price forecasts for large-cap E&P, refining, and American integrated oil equities [3]. Group 2: Operational Insights - The operational difficulties on the West Coast are described as "messy" and are the primary reason for the downward adjustments in earnings predictions [1][3]. - Despite the current challenges, Piper Sandler views these West Coast issues as "non-recurring" and expresses optimism for HF Sinclair in 2026, citing potential benefits from wider crude price differentials and an improving West Coast market [3]. Group 3: Company Overview - HF Sinclair Corporation is an independent petroleum refiner in the United States, with operations spanning the mid-continent, southwestern, and Rocky Mountain regions [4].

Company Overview - HF Sinclair Corporation (NYSE:DINO) is a U.S.-based petroleum refiner focusing on products such as gasoline, diesel, jet fuel, and related offerings [2]. Analyst Insights - Morgan Stanley analyst Joe Laetsch raised the price target for HF Sinclair Corporation to $61 from $60, maintaining an Overweight rating, noting that refining stocks have increased about 10% year-to-date due to wider light and heavy crude differentials linked to recent events in Venezuela [3]. - The firm's Q1 EPS estimates for large-cap refiners are approximately 5% to 10% below consensus on average, as part of Morgan Stanley's Q4 preview for the sector, while maintaining a positive long-term outlook on refining despite rating the industry In-Line due to valuations [4]. Acquisition Details - On December 8, HF Sinclair Corporation announced that one of its subsidiaries signed a definitive agreement to acquire Industrial Oils Unlimited for $38 million, which includes around $15 million of working capital, implying an EBITDA multiple of about 3.5x once synergies are included based on expectations for 2027 [5]. - The acquisition of IOU, known for its value-added service model and customized solutions, is expected to enhance HF Sinclair's position in lubricants and specialty fluids, with management viewing the transaction as a step toward expanding its role as an innovator in that market [6].

Company Overview - HF Sinclair Corporation is a leading independent energy company focused on the production and marketing of refined petroleum products and renewables, leveraging a diversified portfolio of refineries and established distribution channels to maintain a strong market presence in key U.S. regions [8] - The company generates revenue through the sale of refined petroleum products, renewable fuels, and specialty chemicals, as well as through transportation, storage, and licensing of the Sinclair brand, serving wholesale fuel distributors, independent Sinclair-branded stations, and industrial customers primarily in the Southwest, Rocky Mountains, Pacific Northwest, and Plains regions [9] Financial Performance - As of January 21, HF Sinclair shares were priced at $50.03, reflecting a 44.8% increase over the past year, significantly outperforming the S&P 500's approximately 14% gain during the same period [4] - The company reported a total revenue of $26.90 billion and a net income of $393.49 million, with a dividend yield of 4% [5] Recent Developments - DDD Partners reduced its stake in HF Sinclair by selling 125,198 shares in the fourth quarter, with an estimated transaction value of $6.45 million based on quarterly average pricing [2][3] - Following the sale, DDD Partners' quarter-end position in HF Sinclair declined by $8.37 million, which includes both the effects of share sales and changes in the stock's price, leaving them with 290,951 shares worth $13.41 million, representing 0.85% of their 13F reportable assets [6]

Core Viewpoint - HF Sinclair Corporation (NYSE:DINO) is recognized as one of the best energy stocks to buy for dividends in 2026, despite recent adjustments to price targets and earnings estimates [1]. Group 1: Price Target Adjustments - Piper Sandler reduced its price target for HF Sinclair from $68 to $67 while maintaining an 'Overweight' rating, indicating a potential upside of over 39% from the current share price [3]. - Scotiabank analyst Paul Cheng lowered the price target for HF Sinclair from $66 to $62, while keeping an 'Outperform' rating on the shares [4]. Group 2: Earnings and EBITDA Forecasts - Piper Sandler cut its Q4 2025 EPS estimates for HF Sinclair from $0.96 to $0.44 per share and reduced EBITDA forecasts from $473 million to $358 million due to weaker-than-expected performance on the West Coast [3]. Group 3: Performance Challenges - The downturn in performance is attributed to lower refining capture rates and throughput, along with a modest adjustment to the Lubes segment of the refining company [3]. - Despite these challenges, Piper Sandler remains optimistic about HF Sinclair, viewing the West Coast issues as 'non-recurring' [3].

Group 1 - Longleaf Partners Fund returned 3.35% in Q4 2025, outperforming the S&P 500's 2.66% but underperforming the Russell 1000 Value Index's 3.81% [1] - The firm faced challenges in 2025, with only 5% of the portfolio gaining 20% or more compared to 35% of the S&P 500 [1] - The firm emphasizes strengthening portfolio outcomes over chasing short-term winners during periods of excessive speculation [1] Group 2 - HF Sinclair Corporation (NYSE:DINO) was highlighted as a contributor to the Longleaf Partners Fund in 2025, with a stock price of $48.63 on January 16, 2026 [2] - HF Sinclair's one-month return was 4.33%, and its shares gained 33.86% over the last 52 weeks, with a market capitalization of $9.098 billion [2] - The company benefited from well-timed purchases during oil price weakness and improved refining spreads, although insider buying has ceased and value per share growth was limited [3] Group 3 - HF Sinclair Corporation is not among the 30 most popular stocks among hedge funds, with 53 hedge fund portfolios holding it at the end of Q3 2025, up from 45 in the previous quarter [4] - While HF Sinclair is recognized for its potential, certain AI stocks are considered to offer greater upside potential and less downside risk [4]

Core Viewpoint - HF Sinclair Corporation (NYSE:DINO) has experienced a decline in share price and analysts have adjusted their price targets downward while maintaining positive ratings on the stock [1][3][4]. Group 1: Share Price Movement - The share price of HF Sinclair Corporation fell by 3.32% between January 9 and January 16, 2026, making it one of the energy stocks that lost the most during that week [1]. Group 2: Analyst Ratings and Price Targets - Scotiabank analyst Paul Cheng reduced the price target on HF Sinclair from $66 to $62 but maintained an 'Outperform' rating [3]. - Piper Sandler lowered its price target from $68 to $67 while keeping an 'Overweight' rating, citing adjustments to operating assumptions and a reduction in Q4 2025 EPS estimates from $0.96 to $0.44 per share [4]. - Piper Sandler also revised its EBITDA forecasts down from $473 million to $358 million due to weaker-than-expected performance on the West Coast [4]. Group 3: Future Outlook - Despite the recent challenges, Piper Sandler remains optimistic about HF Sinclair heading into 2026, viewing the West Coast issues as 'non-recurring' [5].

Core Viewpoint - HF Sinclair Corporation has successfully completed the acquisition of Industrial Oils Unlimited for $38 million, enhancing its position in the lubricants and specialty fluids market [2][3]. Group 1: Acquisition Details - The acquisition of Industrial Oils Unlimited was first announced in December 2025 and has now been finalized after meeting all closing conditions [2]. - This strategic acquisition is expected to combine strengths and deliver greater value to customers, enhancing HF Sinclair's Lubricants & Specialties segment [3]. Group 2: Market Impact and Analyst Upgrade - Piper Sandler analyst Ryan Todd upgraded HF Sinclair's stock from 'Neutral' to 'Overweight', raising the price target from $64 to $68, indicating a potential upside of over 34% [3]. - The company may benefit from the arrival of cheaper Venezuelan crude in the US Gulf Coast, which could lead to higher margins by reducing prices for US buyers [4].

Group 1 - HF Sinclair Corporation (NYSE:DINO) is identified as a cheap stock to buy for the next 3 years, with Piper Sandler upgrading its rating to Overweight and raising the price target to $68 from $64 [1] - Mizuho also increased its price target for HF Sinclair to $63 from $62 while maintaining an Outperform rating, reflecting a broader positive outlook for the exploration and production sector despite current market challenges [2] - Piper Sandler highlights HF Sinclair's significant West Coast exposure as a key advantage, expecting a tighter regional market to enhance margins and capture rates [1][3] Group 2 - HF Sinclair operates as an independent energy company in the US, with five segments: Refining, Renewables, Marketing, Lubricants and Specialties, and Midstream [4] - Mizuho suggests reallocating risk toward oil-focused exploration and production companies while remaining selective with natural gas stocks, indicating a strategic shift in investment focus [3]

Company Overview - HF Sinclair Corporation is an independent energy company based in Dallas, Texas, specializing in the production and marketing of high-value light products such as gasoline, diesel fuel, jet fuel, renewable diesel, lubricants, and specialty products [2] - The company operates refineries in Kansas, Oklahoma, New Mexico, Wyoming, Washington, and Utah, providing petroleum product and crude oil transportation, terminalling, storage, and throughput services [2] - HF Sinclair markets its refined products primarily in the Southwest U.S., the Rocky Mountains, and neighboring Plains states, supplying high-quality fuels to over 1,700 branded stations and licensing the Sinclair brand to more than 300 additional locations across the country [2] Renewable Energy Production - HF Sinclair produces renewable diesel at two facilities in Wyoming and one in Artesia, New Mexico [2] - The company also has subsidiaries that produce and market base oils and specialized lubricants in the U.S., Canada, and the Netherlands, exporting products to over 80 countries [2] Upcoming Financial Announcement - HF Sinclair plans to announce its financial results for the quarter ending December 31, 2025, on February 18, 2026, before the NYSE trading opens [1] - A webcast conference is scheduled for February 18, 2026, at 8:30 a.m. Eastern time to discuss these financial results [1]