PBF Energy Inc.
Ship-tracking data cited by Reuters says U.S. imports of Middle Eastern crude are set to average about 600,000 bpd in August, the highest since the Iran war began, helped by a brief Strait of Hormuz opening and Saudi rerouting via Egypt’s Suez Canal. Reuters also notes PBF Energy PBF.N chartered Aqualoyalty; EIA data show no Middle Eastern barrels in July and a Feb peak near 708,000 bpd.
Fedena James E. (Senior Vice President) sold 24,756 shares of PBF Energy Inc. (PBF) at $71.83 ($1.78M total) on 2026-08-03.
Davis Paul T (Senior Vice President) sold 75,997 shares of PBF Energy Inc. (PBF) at $65.71 ($4.99M total) on 2026-08-04.
Over the past 7 days, alphai's AI scored 9 news stories mentioning PBF (PBF Energy Inc.). Coverage has skewed bullish: 6 bullish, 3 neutral, and 0 bearish.
Recent PBF coverage spans insider activity, commodities and regulation.
In the last 30 days, PBF insiders filed 20 SEC Form 4 transactions — no purchases and 20 sales ($127.1M). The most active reporter was Control Empresarial de Capitales S.A. de C.V. with 12 filings.
Higher Middle Eastern crude imports reroute supply toward U.S. refiners, potentially easing feedstock availability and near-term pricing for PBF’s sourcing.
This is a routine insider sale disclosure with no stated 10b5-1 plan, but it does not by itself change fundamentals.
This is an insider sale disclosure, not a company fundamental update. It may slightly affect sentiment but is unlikely to change near-term valuation by itself.
The article flags PBF as part of the California refinery windfall cohort, implying margin tailwinds but also regulatory headline risk.
The article is a sell-side target change narrative for PBF, but it does not provide new company fundamentals beyond the stated target update.
alphai scores every news story that mentions PBF with an AI model for sentiment and relevance, and aggregates insider trades from PBF Energy Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Ship-tracking data cited by Reuters says U.S. imports of Middle Eastern crude are set to average about 600,000 bpd in August, the highest since the Iran war began, helped by a brief Strait of Hormuz opening and Saudi rerouting via Egypt’s Suez Canal. Reuters also notes PBF Energy PBF.N chartered Aqualoyalty; EIA data show no Middle Eastern barrels in July and a Feb peak near 708,000 bpd.
6 min readFedena James E. (Senior Vice President) sold 24,756 shares of PBF Energy Inc. (PBF) at $71.83 ($1.78M total) on 2026-08-03.
1 min readDavis Paul T (Senior Vice President) sold 75,997 shares of PBF Energy Inc. (PBF) at $65.71 ($4.99M total) on 2026-08-04.
1 min readCalifornia lawmakers are pressing for action on wartime price gouging after oil and refining profits surged in Q2. Marathon Petroleum reported $5.1B profit, Chevron $12.1B, PBF Energy and Valero also posted large gains. Bills would expand California’s price-gouging authority and adjust fuel rules, while industry groups cite investment and supply risks.
7 min readUBS maintained a “Buy” rating on PBF Energy (PBF) on Oct. 31, 2023 and raised its price target to $84 from $62. The article cites PBF trading around $66.50 versus a GuruFocus GF Value of $39.20 (69.6% overvaluation) and a GF Score of 49/100. It also notes $199.6 million of insider selling over three months.
3 min readNimbley Thomas J. sold 468,139 shares of PBF Energy Inc. (PBF) at an average of $69.54 ($68.94–$69.71, $32.56M total) across 2 trades on 2026-08-03.
2 min readLucey Matthew C. (CEO & President) sold 225,473 shares of PBF Energy Inc. (PBF) at an average of $71.92 ($71.62–$72.25, $16.21M total) across 2 trades on 2026-08-03.
2 min readHo Tai Wendy (Senior Vice President, HR) sold 28,959 shares of PBF Energy Inc. (PBF) at an average of $72.00 ($71.94–$72.09, $2.09M total) across 2 trades on 2026-08-03.
1 min readPBF Energy reported Q2 2026 adjusted net income of $6.22 per share and adjusted EBITDA of $1.24 billion, citing strong refining margins. The company cut net debt by $1.4 billion, expects cash near $1.5 billion by July 31, and set 2026 CapEx guidance at $850 million. It also discussed Martinez insurance recoveries, SBR results, and turnaround deferrals to 2027.
6 min readControl Empresarial de Capitales S.A. de C.V. sold 490,000 shares of PBF Energy Inc. (PBF) at an average of $71.26 ($67.42–$74.01, $34.92M total) across 7 trades on 2026-07-30.
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