PBF Energy, Inc. Class A (PBF)

In the past six months, PBF Energy's stock experienced various events, including terminal asset sales generating $175 million for debt reduction, executive incentive awards tied to company performance, and a CFO transition. The company released its Q2 2025 earnings, reporting an adjusted net loss of ($1.03) per share, and is scheduled to release its Q3 2025 earnings on October 30, 2025. PBF Energy received analyst downgrades, with a consensus rating of "Reduce" or "Hold", and the Martinez refinery suffered a fire. The company completed a share repurchase program, buying back over 24 million shares for more than $1 billion.

Demand for PBF Energy's products and services is influenced by seasonality, with gasoline demand peaking during warmer months due to increased travel. Heating oil demand is seasonal, catering primarily to residential and commercial heating applications in colder climates. The U.S. refining sector is supported by a tight diesel market, with demand boosted by the harvest season in the Midwest. Global crude runs typically reach a seasonal low in October due to planned maintenance activities at refineries, potentially increasing refining margins for products like diesel and jet fuel.

PBF Energy Inc. is an independent oil refining and logistics company primarily operating in the United States, structured into Refining and Logistics segments. The company owns and operates crude oil refineries and related facilities, producing a comprehensive array of petroleum products. Its Logistics segment provides essential services like handling, storing, and transferring crude oil, refined products, and natural gas.

PBF Energy owns and operates six domestic oil refineries located across the United States, including facilities in Delaware City, Delaware; Paulsboro, New Jersey; Toledo, Ohio; Chalmette, Louisiana; Torrance, California; and Martinez, California. The company distributes its products through an extensive network of pipelines, barges, tankers, trucks, and rail, selling throughout the Northeast, Midwest, Gulf Coast, and West Coast of the United States, as well as in other regions of the US, Canada, Mexico, and to other international destinations.

Within the past year, there have been no widely reported events specifically impacting PBF Energy's brand reputation in a significantly negative or positive way beyond general business operations and financial performance. The company's communications often highlight themes of reliability, operational excellence, and commitment to safety and environmental stewardship.

PBF Energy Inc. has significant institutional ownership, with 84.28% of its shares held by institutions, including BlackRock, Inc., Vanguard Group Inc., and T. Rowe Price Investment Management, Inc. Individual investors hold approximately 28.71% of the company's shares.