PBF Energy Management
Management Kriterienprüfungen 4/4
PBF Energy CEO ist Matt Lucey , ernannt in Jan 2015, hat eine Amtszeit von 11.67 Jahren. Die jährliche Gesamtvergütung beträgt $7.89M , bestehend aus 15.8% Gehalt und 84.2% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.44% der Aktien des Unternehmens, im Wert von $41.49M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.4 Jahre bzw. 4.7 Jahre.
Wichtige Informationen
Matt Lucey
Geschäftsführender
US$7.9m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 15.85% |
| Amtszeit als Geschäftsführer | 11.7yrs |
| Eigentum des Geschäftsführers | 0.4% |
| Durchschnittliche Amtszeit des Managements | 4.4yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 4.7yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Sep 03
PBF: Refining Margin Leverage And Deleveraging Progress Will Drive Future Upside
The analyst price target for PBF Energy has shifted from an implied fair value of about $60.58 to $84.00. This reflects updated views from analysts who point to leverage to refining margins, progress on deleveraging, and ongoing operational questions.
Narrative-Update • Aug 18
PBF: Margin Leverage Will Expose Martinez Reliability And Earnings Durability Risks
PBF Energy's updated analyst price target has shifted from about $49.62 to $67.23. Analysts point to strong leverage to refining margins, continued deleveraging, and progress on cost reduction and operational reliability, while still flagging valuation and execution risks.Seeking Alpha • Aug 04
PBF Energy: From Ukraine With Love
Summary PBF Energy (PBF) is rated Buy, benefiting from structurally tight refined product markets due to prolonged Russian and Gulf supply disruptions. PBF's sophisticated refineries and logistics assets position it to capture sustained high crack spreads, potentially around $10.5/bbl and 9% EBITDA margin. My base case assumes Russian refining capacity remains offline and India/China limit exports, supporting a $137 price target for 2027 at 8x PE. Key risk: rapid normalization of global refining flows could sharply compress margins, with downside scenarios reducing the price target to $37. Read the full article on Seeking Alpha
Narrative-Update • Aug 04
PBF: Elevated Crack Spreads And Geopolitical Support Will Pressure Future Returns
The analyst price target for PBF Energy has moved higher from $30.00 to about $38.21, reflecting updated models that incorporate higher sector price targets, refined views on earnings drivers and refinery reliability, and differing opinions on how much recent refining margins and geopolitical factors can support the stock over time. Analyst Commentary Recent research on PBF Energy shows a wide range of views on where the stock should trade, even as many firms adjust their models to reflect updated refining margin assumptions, refinery reliability factors, and geopolitical influences.Narrative-Update • Jul 21
PBF: Refining Margin Strength Will Expose Martinez Reliability And Free Cash Flow Risks
The analyst price target for PBF Energy has moved higher, with the updated fair value estimate increasing from about $45.27 to $49.62 as analysts factor in a slightly lower discount rate, more moderate revenue growth assumptions, and higher projected profit margins supported by recent sector research on refining margins and company specific earnings leverage. Analyst Commentary Recent street research on PBF Energy highlights a mix of optimism and caution, with several firms updating price targets and ratings as they reassess refining margins, asset reliability, and the company’s earnings leverage.Narrative-Update • Jul 07
PBF: Strong Refining Margins Will Test Cash Generation Consistency And Operational Resilience
The analyst price target for PBF Energy has been raised from about $36.62 to about $45.27. This change reflects analysts' updated views on stronger refining margins, higher earnings leverage to cracks, and refreshed oil and crack spread assumptions across the peer group.Narrative-Update • Jun 23
PBF: Elevated Crack Spreads And Margin Assumptions Will Pressure Future Shareholder Returns
Analysts have increased their consolidated price targets on PBF Energy by single to low double digit dollar amounts, reflecting updated views on refining margins, crack spreads and inventory tightness, while still acknowledging mixed ratings on the stock. Analyst Commentary Recent research on PBF Energy shows a mix of higher price targets and cautious ratings, with several bearish analysts emphasizing risks around refining margins, crack spreads and the durability of current commodity assumptions.Narrative-Update • Jun 05
PBF: Elevated Oil And Crack Assumptions Will Pressure Future Shareholder Returns
PBF Energy's fair value estimate has been raised by $2 to $30 as analysts factor in higher long term oil price and refining crack assumptions that have driven recent upward revisions to Street price targets. Analyst Commentary Recent Street research on PBF Energy has centered on oil price assumptions, refining crack spreads, and how much of this backdrop is already reflected in the stock.Narrative-Update • May 21
PBF: Higher Oil Price Assumptions Will Support West Coast Margin Upside
Analysts have modestly lifted the implied fair value for PBF Energy to about $60.58 per share. This reflects updated views on revenue growth, profit margins, and a lower assumed future P/E multiple, alongside a mixed but generally higher set of recent Street price targets around the $40 to $45 range.Analyseartikel • May 07
Solid Earnings May Not Tell The Whole Story For PBF Energy (NYSE:PBF)
PBF Energy Inc. ( NYSE:PBF ) just released a solid earnings report, and the stock displayed some strength. However, we...Narrative-Update • Apr 29
PBF: Higher Oil Price Assumptions Will Pressure Margins And Future Shareholder Returns
The analyst fair value estimate for PBF Energy has increased from $27.00 to $28.00 as analysts factor in a series of recent price target revisions across the Street and modest updates to assumptions on the discount rate, revenue growth, and profit margin. Analyst Commentary Recent Street research on PBF Energy shows a mix of higher and lower price targets, with several firms reaffirming Neutral ratings even as their targets move.Narrative-Update • Apr 15
PBF: Higher Oil Price Assumptions Will Pressure Refining Margins And Future Earnings
Analysts have raised the implied fair value estimate for PBF Energy to $27 from $22. This reflects recent increases in published price targets and a shift toward higher assumed future P/E multiples, even as they incorporate expectations for a softer revenue outlook and slimmer profit margins.Narrative-Update • Apr 01
PBF: Shifting Crude Flows Will Drive West Coast Margin Upside Potential
Analysts have raised the central price target reference for PBF Energy from $43.00 to approximately $59.94, reflecting updated views on long term revenue trends, profit margins, discount rates and future P/E assumptions in light of recent sector research and commodity price outlooks. Analyst Commentary Recent research points to a cluster of higher price targets and rating upgrades on PBF Energy, with several bullish analysts highlighting supportive commodity assumptions, tighter regional fuel markets and potential balance sheet support as key parts of the story.Narrative-Update • Mar 18
PBF: Higher Oil Price Assumptions Will Pressure Returns Despite Crude Trade Tailwinds
Analysts have raised the average fair value estimate for PBF Energy to about $36.62 from $31.92. This reflects higher price targets tied to updated oil price assumptions and expectations for U.S. refiners' crude trade flows and valuation support.Narrative-Update • Mar 04
PBF: Shifting Crude Flows And West Coast Tightness Will Shape Balanced Outlook
Narrative Update Overview The analyst fair value estimate for PBF Energy has increased by $1, from $42 to $43, as analysts incorporate updated assumptions around revenue growth, profitability, and a higher future P/E multiple in light of recent research that highlights potential benefits from shifting crude trade flows and U.S. refining exposure. Analyst Commentary Recent research on PBF Energy highlights a clear shift toward a more constructive stance, with bullish analysts updating their views as they factor in changing crude trade flows, refining exposure, and valuation gaps versus peers.Narrative-Update • Feb 17
PBF: Regional Refining Margin Risks Will Pressure Future Earnings Power
Analysts have raised their fair value estimate for PBF Energy from $19.00 to $22.00 per share as they incorporate updated expectations for discount rates, revenue growth, profit margins, and future P/E assumptions informed by recent price target increases from the Street. Analyst Commentary Recent Street research around PBF Energy has centered on how changing crude trade flows and regional refining balances could affect the company’s earnings power and valuation.Narrative-Update • Feb 03
PBF: Martinez Execution And Crude Trade Shifts Will Shape Balanced Outlook
Analysts have increased their PBF Energy price target by about $1, supported by a slightly higher fair value estimate, a lower discount rate, and modestly adjusted assumptions for revenue growth, profit margins, and future P/E multiples that reflect recent sector research. Analyst Commentary Recent Street research on PBF Energy highlights a mix of upside potential and execution risks that investors are watching closely.Narrative-Update • Jan 20
PBF: Martinez Restart Will Unlock West Coast Tightness-Driven Cash Upside
Analysts have lifted their fair value estimate for PBF Energy to US$42.00 from about US$40.36, citing expectations for improved margins, a lower required return, and continued support for the investment thesis from recent price target increases tied to California market tightness, Martinez restart progress, and potential shifts in crude trade flows benefiting U.S. refiners. Analyst Commentary Recent research points to generally constructive sentiment around PBF Energy, with several bullish analysts adjusting price targets and ratings while highlighting company specific catalysts.Narrative-Update • Jan 06
PBF: Martinez Restart And 4Q25 Insurance Tranche Will Reshape Cash Profile
Analysts have trimmed their fair value estimate for PBF Energy to about $40 from roughly $42, reflecting updated assumptions on discount rate, revenue growth, profit margins, and a higher future P/E. Recent Street research price target increases highlight differing views on the impact of the Martinez refinery restart and related insurance proceeds.Analyseartikel • Dec 20
It's Down 30% But PBF Energy Inc. (NYSE:PBF) Could Be Riskier Than It Looks
PBF Energy Inc. ( NYSE:PBF ) shareholders won't be pleased to see that the share price has had a very rough month...Narrative-Update • Dec 14
PBF: Martinez Restart Will Drive Upside In Tighter California Refining Markets
Analysts have raised their price target on PBF Energy to approximately $42 from about $28, reflecting expectations for stronger revenue growth, a lower perceived risk profile, and operational upside tied to the Martinez refinery restart and tighter California refining markets. Analyst Commentary Bullish analysts have steadily lifted their price targets on PBF Energy over recent months, signaling rising confidence in the company’s earnings power and execution.Narrative-Update • Nov 29
PBF: Margin Risks From Martinez Restart Will Weigh On Near-Term Outlook
PBF Energy’s analyst price target was increased by $0.50 to $30.58. Analysts cited refining margin resilience, successful Martinez restart progress, and improving profitability as key reasons for the upgrade.Narrative-Update • Nov 15
PBF: Margin Volatility Will Challenge Recent Optimism Into 2026
The average analyst price target for PBF Energy has risen from $28.00 to $30.08. This reflects expectations for improved margins and successful execution in key markets according to recent analyst commentary.Narrative-Update • Nov 01
PBF: Refining Margins May Decline As Supply Tightens Into 2026
PBF Energy's analyst price target has been increased from $26.75 to $28.00 per share. This change reflects improved revenue growth forecasts and stronger profit margin expectations according to recent analyst updates.Narrative-Update • Oct 18
Underinvestment And Supply Consolidation Will Empower US Refining
Analysts have raised their price target on PBF Energy by $1.00 to $26.75. They cite tighter global product markets and improved profit margin outlooks as key factors behind the adjustment.Narrative-Update • Oct 04
Underinvestment And Supply Consolidation Will Empower US Refining
PBF Energy's analyst price target has been raised from $23.83 to $25.75. Analysts cite improved profit margins, higher expected revenue growth, and tighter supply-demand dynamics in the global refining market as supporting factors for the upward revision.Narrative-Update • Sep 19
Underinvestment And Supply Consolidation Will Empower US Refining
Analysts have raised their price targets for PBF Energy, citing tightness in global distillate markets and improved earnings outlooks, though caution remains regarding sector valuation and margin sustainability, resulting in a consensus target increase from $22.75 to $23.83. Analyst Commentary Bullish analysts cite persistent distillate tightness and a global products market that remains relatively tight, providing support for margins into 2026 and possibly beyond.Analyseartikel • Sep 17
Improved Revenues Required Before PBF Energy Inc. (NYSE:PBF) Stock's 31% Jump Looks Justified
The PBF Energy Inc. ( NYSE:PBF ) share price has done very well over the last month, posting an excellent gain of 31...Narrative-Update • Sep 04
Underinvestment And Supply Consolidation Will Empower US Refining
Analysts have modestly raised PBF Energy's price target to $22.75, reflecting positive earnings revisions driven by ongoing distillate strength and tight supply/demand balances, though caution persists over the sector's rally and margin sustainability. Analyst Commentary Positive earnings revisions expected for the back half of the year, driven by ongoing distillate strength and tightening global supply/demand balances into 2026 and 2027.Seeking Alpha • Feb 14
PBF Energy: Beatings Will Continue Until Crack Spreads Improve
Summary PBF Energy's high operating costs and declining crack spreads have led to significant cash burn and a degrading balance sheet, warranting a SELL rating. The Martinez refinery fire adds further uncertainty, with no clear timeline for repairs and potential negative impacts on future cash flow. Despite a low price-to-book valuation, PBF's poor financial performance and lack of cost-effectiveness make it a less attractive investment compared to peers. Crack spreads need to double from Q4 levels for PBF to achieve neutral free cash flow, which seems unlikely in the near term. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$1b |
| Mar 31 2026 | n/a | n/a | US$442m |
| Dec 31 2025 | US$8m | US$1m | -US$159m |
| Sep 30 2025 | n/a | n/a | -US$526m |
| Jun 30 2025 | n/a | n/a | -US$982m |
| Mar 31 2025 | n/a | n/a | -US$1b |
| Dec 31 2024 | US$9m | US$1m | -US$534m |
| Sep 30 2024 | n/a | n/a | -US$293m |
| Jun 30 2024 | n/a | n/a | US$779m |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$12m | US$990k | US$2b |
| Sep 30 2023 | n/a | n/a | US$3b |
| Jun 30 2023 | n/a | n/a | US$3b |
| Mar 31 2023 | n/a | n/a | US$3b |
| Dec 31 2022 | US$6m | US$670k | US$3b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$251m |
| Dec 31 2021 | US$3m | US$650k | US$231m |
| Sep 30 2021 | n/a | n/a | -US$233m |
| Jun 30 2021 | n/a | n/a | -US$709m |
| Mar 31 2021 | n/a | n/a | -US$368m |
| Dec 31 2020 | US$2m | US$488k | -US$1b |
| Sep 30 2020 | n/a | n/a | -US$1b |
| Jun 30 2020 | n/a | n/a | -US$555m |
| Mar 31 2020 | n/a | n/a | -US$976m |
| Dec 31 2019 | US$4m | US$650k | US$319m |
Vergütung im Vergleich zum Markt: MattDie Gesamtvergütung ($USD7.89M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD8.43M).
Entschädigung vs. Einkommen: MattDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Matt Lucey (53 yo)
11.7yrs
Amtszeit
US$7,887,020
Vergütung
Mr. Matthew C. Lucey, also known as Matt, has been President at PBF Energy Company LLC, PBF Energy Inc since January 2015. PBF Logistics GP LLC and PBF Holding Company LLC since January 2015. Mr. Lucey ser...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 11.7yrs | US$7.89m | 0.44% $ 41.5m | |
| Senior VP & CFO | less than a year | US$3.13m | 0.041% $ 3.9m | |
| Senior VP | 11yrs | US$3.57m | 0.16% $ 15.1m | |
| Senior Vice President of Supply | 4.4yrs | US$3.62m | 0.15% $ 14.5m | |
| Chief Accounting Officer & Controller | 3.2yrs | keine Daten | 0.015% $ 1.4m | |
| Vice President of Investor Relations | no data | keine Daten | keine Daten | |
| Senior Vice President of Human Resources | 4.4yrs | keine Daten | 0.11% $ 10.2m | |
| Senior Vice President of Logistics | 4.4yrs | keine Daten | 0.11% $ 9.9m | |
| Senior VP & Head of Refining | 2.5yrs | US$4.75m | 0.059% $ 5.5m | |
| Consultant | 10.3yrs | US$8.29m | keine Daten |
4.4yrs
Durchschnittliche Betriebszugehörigkeit
56yo
Durchschnittliches Alter
Erfahrenes Management: PBFDas Führungsteam des Unternehmens gilt als erfahren (4.4 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 3.2yrs | US$7.89m | 0.44% $ 41.5m | |
| Independent Director | 9.1yrs | US$330.00k | 0.043% $ 4.0m | |
| Independent Director | 13.9yrs | US$325.00k | 0.053% $ 5.0m | |
| Lead Independent Director | 12.2yrs | US$340.00k | 0.055% $ 5.2m | |
| Independent Director | 4.7yrs | US$318.33k | 0.021% $ 2.0m | |
| Independent Director | 3.7yrs | US$325.00k | 0.018% $ 1.7m | |
| Independent Director | 3.5yrs | US$305.00k | 0.015% $ 1.4m | |
| Non-Executive Chairman | 11.9yrs | US$3.39m | 0.67% $ 62.6m | |
| Director | less than a year | US$1.05m | 0.074% $ 6.9m | |
| Independent Director | 8.7yrs | US$305.00k | 0.044% $ 4.1m | |
| Independent Director | 3.5yrs | US$305.00k | 0.016% $ 1.5m |
4.7yrs
Durchschnittliche Betriebszugehörigkeit
69yo
Durchschnittliches Alter
Erfahrener Vorstand: PBFDie Vorstandsmitglieder gelten als erfahren (4.7 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/13 17:03 |
| Aktienkurs zum Tagesende | 2026/09/11 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
PBF Energy Inc. wird von 26 Analysten beobachtet. 11 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Yim Cheng | Barclays |
| Phillip Jungwirth | BMO Capital Markets Equity Research |
| Jean Ann Salisbury | BofA Global Research |