Stock events for PBF Energy, Inc. (PBF)
PBF Energy's stock has experienced significant upward trends in the past six months. The stock trended up by 51.70% over the last six months and 93.39% over the past year as of March 3, 2026, reaching a new 52-week high of $41.75 on March 4, 2026. Key events impacting the stock include strong fourth-quarter results for 2025, a quarterly dividend declaration of $0.275 per share, the full restart of the Martinez refinery by year-end 2025, participation in major industry conferences, and anticipated widening of light-heavy crude spreads and strong distillate markets.
Demand Seasonality affecting PBF Energy, Inc.’s stock price
The demand for PBF Energy's refined products typically experiences seasonal fluctuations. There is generally increased demand for gasoline and diesel during the summer driving season. Conversely, demand for home heating oil typically increases during the winter months. These seasonal variations influence refining margins, which are a key factor in the company's profitability.
Overview of PBF Energy, Inc.’s business
PBF Energy Inc. is an independent petroleum refining and logistics company in the United States. It operates in the downstream petroleum industry, converting crude oil into refined products like gasoline, diesel, jet fuel, heating oil, lubricants, petrochemical feedstocks, and asphalt. PBF Energy is also involved in renewable fuels through its St. Bernard Renewables joint venture. The company operates through Refining and Logistics segments.
PBF’s Geographic footprint
PBF Energy owns and operates six refineries across the United States, with a combined processing capacity of approximately 1,000,000 barrels per day. These refineries are located in Chalmette, Louisiana; Toledo, Ohio; Paulsboro, New Jersey; Delaware City, Delaware; Torrance, California; and Martinez, California. The company sells its products throughout the Northeast, Midwest, Gulf Coast, and West Coast of the United States, and also ships products to other regions of the U.S., Canada, and Mexico, with capabilities for international destinations.
PBF Corporate Image Assessment
PBF Energy emphasizes its commitment to safety, environmental stewardship, and operational excellence. The company highlights its mission to deliver value to stakeholders by safely and responsibly operating its assets, optimizing refining processes, and meeting demand for petroleum products. PBF Energy also underscores its commitment to sustainability and community engagement. However, the company's reputation has faced challenges due to environmental concerns and operational hazards, such as a recent fire incident at the Martinez refinery.
Ownership
PBF Energy's ownership is primarily institutional, with institutional investors holding 75.48% of the total shares outstanding as of May 31, 2025. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Goldman Sachs Group Inc, State Street Corp, Dimensional Fund Advisors Lp, T. Rowe Price Investment Management, Inc., Invesco Ltd., Arrowstreet Capital, Limited Partnership, and Geode Capital Management, Llc. Mutual funds have also increased their holdings. Control Empresarial de Capitales SA de CV holds a significant stake but has recently sold a substantial number of shares.
