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, 9 hold, 4 sell out of 14) with an average price target of $79.62.
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 | 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 |
|---|---|
| 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 |
| 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 |
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 |
| 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 2026-10-19.