$PBF

PBF Energy Inc.

8
2
3
$62.5M
Control Empresarial de Capitales S.A. de C.V.
0%
See all $PBF insider activity →
Low

PBF Energy 10% Owner Sold Shares Worth Over $12M

Control Empresarial De Capitales S.A. De C.V., a 10% owner of PBF Energy, sold shares worth $12.09M at an average price of $80.60 per share. The sale reduced its holdings to 13.72M Class A shares, according to an SEC filing.

PBF sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 13 news stories mentioning PBF (PBF Energy Inc.). Coverage has skewed bullish: 8 bullish, 2 neutral, and 3 bearish.

Recent PBF coverage spans corporate actions, financial news and insider activity.

In the last 30 days, PBF insiders filed 8 SEC Form 4 transactions — no purchases and 8 sales ($62.5M). The most active reporter was Control Empresarial de Capitales S.A. de C.V. with 6 filings.

What's driving PBF

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.

News on $PBF

Score
$PBFHighAI 8/10

PBF Energy Jumps As Bold Debt Shuffle Ignites Hopes

PBF Energy's shares rose after announcing a $500M offering of 0% exchangeable notes to refinance higher-cost debt. The company also acquired hydrogen plants and plans to expand its credit facility. Morgan Stanley raised its price target but kept an Underweight rating. PBF aims to strengthen liquidity and cut costs, though it faces cyclical risks and regulatory challenges.

$PBFHighAI 8/10

PBF 8-K Filings - PBF ENERGY INC. SEC 8-K

PBF Energy (PBF) announced a $500M private offering of 0% senior unsecured exchangeable notes due 2032, with a $50M option. Proceeds will repay 7.875% Senior Unsecured Notes due 2030. PBF also acquired hydrogen plants for $44.8M cash and $342.2M debt, and plans to extend its revolving credit facility. Q1 2026 net income was $200.2M, up from a $405.9M loss a year earlier, with adjusted net loss of $102.4M. PBF declared a $0.275 dividend and expects Q2 2026 throughput of 850K-910K barrels per day.

$PBFHighAI 9/10

PBF Energy Announces Pricing of $500 Million of 0% Exchangeable Notes due 2032

PBF Energy's subsidiary priced $500M in 0% exchangeable notes due 2032, with an option for $50M more. Notes are senior, unsecured, and guaranteed by certain subsidiaries. They can be exchanged for cash, stock, or a mix, with an initial exchange rate of 10.3306 shares per $1,000. The offering is expected to close September 17, 2026, with net proceeds estimated at $485M ($533.6M if the option is fully exercised).

$PBFMedAI 8/10

Earnings Upgrades Could Change The Case For PBF Energy Stock

PBF Energy announced a $500M offering of senior unsecured exchangeable notes due 2032 to repay existing 7.875% Senior Unsecured Notes due 2030. Analysts revised earnings estimates upward, focusing on debt reduction and balance sheet improvement. The company faces operational and regulatory pressures, with projected 2029 revenue of $33.6B and earnings of $1.1B, despite near-term declines. Analysts' views vary, with some predicting downside risks due to decarbonization trends.

$MPCMed

BTIG warns oil refining stocks face potential correction after record gains

BTIG warns that oil refining stocks may face a correction after the S&P 500 Oil & Gas Refining and Marketing Index gained 124% year-to-date, its best performance in 30 years. The index is 122% above its 200-week moving average, with a weekly RSI of 81. Historically, similar conditions led to declines 7 out of 8 times, with a median 12-week return of -7.2%. BTIG identifies Marathon Petroleum, Valero, Phillips 66, PBF Energy, and Delek Holdings as having poor risk-reward profiles.

$PBFMed

Why is PBF Energy stock sliding today?

PBF Energy shares fell 1.5% after its subsidiary announced a $500 million private debt offering, with the stock touching a session low of $73.25. Morgan Stanley maintained an Underweight rating and a $76 price target, below its prior close of $78.30. The broader market also declined, with the S&P 500 down 0.5%.

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