US · Energy · Oil & Gas Refining & Marketing
EPS came in at 6.22 against a street estimate of 4.05 — a beat of 53.6%.
Analysts rate PBF Energy Inc a hold (1 buy, 10 hold, 4 sell out of 15) with an average price target of $67.62.
CONFIDENT PBF delivered $6.22 EPS vs $4.05 street estimate on record refining margins driven by Middle East/Ukraine disruptions. Reduced net debt 62% to $855M; expects extended favorable cycle as 5M barrels offline and product inventories deplete slowly. Q2 2026 West Coast benefits from import constraints and Jones Act waivers supporting premium margins. All regions hand-to-mouth operationally; backwardations across products and crude incentivize fast turns. Analysts pressed macro durability (Gupta), turnaround interval optimization (Laetsch), capex flexibility (Jungwirth), and hedging rationale (Leggate). Management emphasized cycle duration exceeds restart timelines, RBI/efficiency foundations enabling margin capture beyond commodity, and reluctance to hedge despite forward premiums—favoring investor participation in realized cracks. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.05% |
| The Goldman Sachs Group Inc | 4.54% |
| State Street Corp | 4.49% |
| Dimensional Fund Advisors, Inc. | 4.33% |
| Vanguard Portfolio Management, LLC | 4.15% |
| Vanguard Capital Management, LLC | 3.27% |
| Two Sigma Investments LLC | 3.25% |
| T. Rowe Price Investment Management,Inc. | 2.85% |
| Document | Date |
|---|---|
| Company announcement · Q3 2026 PBF ENERGY INC. - 8-K SUMMARY HEADLINE NUMBERS • Company announced pricing of $500 million in senior unsecured exchangeable notes due 2032 on Septem | 2026-09-15 |
| Reg FD disclosure · Q3 2026 PBF ENERGY INC. - 8-K SUMMARY (September 14, 2026) HEADLINE NUMBERS • Company announced a private offering of $500.0 million in senior unsecured exc | 2026-09-14 |
| Quarterly report · Q2 2026 PBF ENERGY INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income (attributable to PBF Energy stockholders): $1,104.7 million for six months ende | 2026-07-30 |
| Results announced · Q3 2026 PBF ENERGY INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 net income: $906.4 million or $7.54 per share (diluted), vs. net loss of $5.2 | 2026-07-30 |
| Material agreement · Q2 2026 PBF ENERGY INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued $500.0 million in aggregate principal amount of 7.250% Senior Notes due 2034 • | 2026-05-28 |
| Company announcement · Q2 2026 PBF ENERGY INC. - 8-K SUMMARY HEADLINE NUMBERS • PBF Energy announced a private debt offering of $500 million in aggregate principal amount • Notes | 2026-05-27 |
| Reg FD disclosure · Q2 2026 PBF ENERGY INC. - 8-K SUMMARY (May 26, 2026) HEADLINE NUMBERS • Company announcing $500.0 million private offering of senior unsecured notes due 203 | 2026-05-26 |
| Quarterly report · Q1 2026 PBF ENERGY INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income (Q1 2026): $200.2 million, compared to net loss of $405.9 million in Q1 2025 • | 2026-04-30 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.28 / share ex-date Aug 14, 2026 · pay Aug 28, 2026 | 2026-08-14 |
| Dividend | $0.28 / share ex-date May 14, 2026 · pay May 29, 2026 | 2026-05-14 |
| Dividend | $0.28 / share ex-date Feb 25, 2026 · pay Mar 11, 2026 | 2026-02-25 |
| Dividend | $0.28 / share ex-date Nov 14, 2025 · pay Nov 26, 2025 | 2025-11-14 |
| Dividend | $0.28 / share ex-date Aug 14, 2025 · pay Aug 28, 2025 | 2025-08-14 |
| Announcement | Date |
|---|---|
| Financial guidance for fiscal year 2026 and Martinez refinery update announced PBF Energy issued a January 2, 2026 press release and investor presentation providing updates on its Martinez refinery operations and 2026 financial guidance. The 8-K itself contains minimal | 2026-01-05 |
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Google PlayApp StoreData updated 2026-09-18.