PBF Energy
About: PBF Energy Inc is an independent petroleum refiner and supplier of unbranded transportation fuels, heating oil, petrochemical feedstocks, lubricants, and other petroleum products in the United States. The company owns refineries in Delaware, Ohio, New Jersey, California, and Louisiana. The Company operates in two reportable business segments: Refining and Logistics. The Company's oil refineries are all engaged in the refining of crude oil and other feedstocks into petroleum products and are aggregated into the Refining segment. PBFX operates logistics assets such as crude oil and refined products terminals, pipelines and storage facilities. The Logistics segment consists solely of PBFX's operations.
Employees: 3,855
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]
42% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 91
22% more capital invested
Capital invested by funds: $1.72B [Q1] → $2.1B (+$382M) [Q2]
18% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 50
5.93% more ownership
Funds ownership: 77.95% [Q1] → 83.87% (+5.93%) [Q2]
2% more funds holding
Funds holding: 305 [Q1] → 312 (+7) [Q2]
23% less call options, than puts
Call options by funds: $62.1M | Put options by funds: $80.8M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Mizuho
Nitin Kumar
|
$26
|
Underperform
Maintained
|
15 Sep 2025 |
Piper Sandler
Ryan Todd
|
$29
|
Underweight
Maintained
|
11 Sep 2025 |
B of A Securities
Doug Leggate
|
$21
|
Underperform
Maintained
|
3 Sep 2025 |
Citigroup
Vikram Bagri
|
$29
|
Neutral
Maintained
|
16 Jul 2025 |
Morgan Stanley
Connor Lynagh
|
$24
|
Equal-Weight
Maintained
|
16 Jul 2025 |
Wells Fargo
Roger Read
|
$24
|
Equal-Weight
Maintained
|
15 Jul 2025 |
Scotiabank
Paul Cheng
|
$25
|
Sector Perform
Maintained
|
11 Jul 2025 |
Financial journalist opinion