US · Energy · Oil & Gas Refining & Marketing
EPS came in at 12.78 against a street estimate of 11.34 — a beat of 12.7%.
Analysts rate PBF Energy Inc a hold (1 buy, 9 hold, 4 sell out of 14) with an average price target of $85.36.
CONFIDENT PBF delivered a powerful quarter, sharply reduced debt, raised its dividend, and expects strong fourth-quarter throughput as product markets remain structurally tight. Q3 FY26 Management cited resilient West Coast demand, California crude access, widening light-heavy differentials, and domestic product sales as advantages. Analysts focused on cash, permanent debt, crude discounts, regional performance, turnarounds, and fourth-quarter capture. Management emphasized balance-sheet resilience, low-cost financing, operational reliability, and high-return optimization projects. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.23% |
| The Goldman Sachs Group Inc | 5.17% |
| State Street Corp | 4.65% |
| Vanguard Portfolio Management, LLC | 4.56% |
| Dimensional Fund Advisors, Inc. | 4.33% |
| Two Sigma Investments LLC | 3.98% |
| Vanguard Capital Management, LLC | 3.49% |
| AQR Capital Management LLC | 3.08% |
| Document | Date |
|---|---|
| Board / officer change · Q4 2026 HEADLINE NUMBERS • PBF Energy approved 2026 long-term incentive awards totaling $15,984,700 for four senior executives. • Chief Executive Officer an | 2026-10-30 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $12,132.8 million, up from $7,651.1 million in the third quarter of 2025. • Third-quarter net inco | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 income from operations was $2,100.9 million, compared with $285.9 million in the third quarter of 2025. Excludi | 2026-10-29 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • PBF Holding Company LLC and PBF Finance Corporation announced the optional full redemption of all $800.0 million of outstanding 9. | 2026-10-14 |
| Material agreement · Q3 2026 BALANCE SHEET & CASH • PBF entered into an amended and restated asset-based revolving credit agreement on September 30, 2026. • The new facility has | 2026-10-01 |
| Material agreement · Q3 2026 PBF ENERGY INC. - 8-K SUMMARY HEADLINE NUMBERS • $550.0 million in 0% Exchangeable Senior Notes due January 15, 2032 issued on September 17, 2026 • | 2026-09-17 |
| 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 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.33 / share ex-date Nov 12, 2026 · pay Nov 24, 2026 | 2026-11-12 |
| 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 |
| 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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Open in the appGoogle PlayApp StoreData updated 2026-11-07.