PBF Energy Inc.

Informe acción NYSE:PBF

Capitalización de mercado: US$5.1b

PBF Energy Dirección

Dirección controles de criterios 4/4

El CEO de PBF Energy es Matt Lucey , nombrado en Jan 2015, tiene una permanencia de 11.33 años. compensación anual total es $7.89M, compuesta por 15.8% salario y 84.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.42% de las acciones de la empresa, por valor de $21.48M. La antigüedad media del equipo directivo y de la junta directiva es de 4.1 años y 4.3 años, respectivamente.

Información clave

Matt Lucey

Chief Executive Officer (CEO)

US$7.9m

Compensación total

Porcentaje del salario del CEO15.85%
Permanencia del CEO11.3yrs
Participación del CEO0.4%
Permanencia media de la dirección4.1yrs
Promedio de permanencia en la Junta Directiva4.3yrs

Actualizaciones recientes de la dirección

Recent updates

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.

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.

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.

PBF Energy: Middle East Conflict Should Keep The Stock Price Elevated (Buy)

Mar 31

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.

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.

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.

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.

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.

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.

It's Down 30% But PBF Energy Inc. (NYSE:PBF) Could Be Riskier Than It Looks

Dec 20
It's Down 30% But PBF Energy Inc. (NYSE:PBF) Could Be Riskier Than It Looks

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.

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.

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.

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.

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.

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.

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.

Improved Revenues Required Before PBF Energy Inc. (NYSE:PBF) Stock's 31% Jump Looks Justified

Sep 17
Improved Revenues Required Before PBF Energy Inc. (NYSE:PBF) Stock's 31% Jump Looks Justified

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.

Is PBF Energy (NYSE:PBF) Using Too Much Debt?

Jun 10
Is PBF Energy (NYSE:PBF) Using Too Much Debt?

PBF Energy: Beatings Will Continue Until Crack Spreads Improve

Feb 14

PBF Energy: Where Did All The Cash Go?

Dec 07

PBF Energy Earnings Preview: More Losses In The Third Quarter

Oct 29
User avatar

Refinery Turnaround And Decisive Investments Promise Growth Amid Analyst Concerns Over Margins And Earnings

Strategic focus on enhancing shareholder returns through share repurchases and dividend payments indicates a commitment to positive future earnings per share.

PBF Energy Might Be Cheapest Net-Asset Play On Wall Street (Rating Upgrade)

Sep 01

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Matt Lucey en comparación con los beneficios de PBF Energy?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$442m

Dec 31 2025US$8mUS$1m

-US$159m

Sep 30 2025n/an/a

-US$526m

Jun 30 2025n/an/a

-US$982m

Mar 31 2025n/an/a

-US$1b

Dec 31 2024US$9mUS$1m

-US$534m

Sep 30 2024n/an/a

-US$293m

Jun 30 2024n/an/a

US$779m

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$12mUS$990k

US$2b

Sep 30 2023n/an/a

US$3b

Jun 30 2023n/an/a

US$3b

Mar 31 2023n/an/a

US$3b

Dec 31 2022US$6mUS$670k

US$3b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$251m

Dec 31 2021US$3mUS$650k

US$231m

Sep 30 2021n/an/a

-US$233m

Jun 30 2021n/an/a

-US$709m

Mar 31 2021n/an/a

-US$368m

Dec 31 2020US$2mUS$488k

-US$1b

Sep 30 2020n/an/a

-US$1b

Jun 30 2020n/an/a

-US$555m

Mar 31 2020n/an/a

-US$976m

Dec 31 2019US$4mUS$650k

US$319m

Compensación vs. Mercado: La compensación total ($USD7.89M) de Matt está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD8.54M).

Compensación vs. Ingresos: La compensación de Matt ha sido consistente con los resultados de la empresa en el último año.


CEO

Matt Lucey (52 yo)

11.3yrs
Permanencia
US$7,887,020
Compensación

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...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Matthew Lucey
President11.3yrsUS$7.89m0.42%
$ 21.5m
Joseph Marino
Senior VP & CFOless than a yearUS$3.13m0.042%
$ 2.1m
Trecia Canty
Senior VP10.7yrsUS$3.57m0.16%
$ 8.3m
Timothy Davis
Senior Vice President of Supply4.1yrsUS$3.62m0.16%
$ 7.9m
Steven Andriola
Chief Accounting Officer & Controller2.8yrssin datos0.015%
$ 754.2k
Colin Murray
Vice President of Investor Relationsno datasin datossin datos
Tai Ho
Senior Vice President of Human Resources4.1yrssin datos0.11%
$ 5.6m
James Fedena
Senior Vice President of Logistics4.1yrssin datos0.13%
$ 6.5m
Michael Bukowski
Senior VP & Head of Refining2.2yrsUS$4.75m0.059%
$ 3.0m
Thomas O'Malley
Consultant9.9yrsUS$8.29msin datos
4.1yrs
Permanencia media
55yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de PBF se considera experimentado (4.1 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Matthew Lucey
President2.8yrsUS$7.89m0.42%
$ 21.5m
Kimberly Lubel
Independent Director8.8yrsUS$330.00k0.041%
$ 2.1m
E. Abraham
Independent Director13.6yrsUS$325.00k0.052%
$ 2.6m
S. Edwards
Lead Independent Director11.8yrsUS$340.00k0.053%
$ 2.7m
Paul Donahue
Independent Director4.3yrsUS$318.33k0.019%
$ 965.9k
Lawrence Ziemba
Independent Director3.3yrsUS$325.00k0.015%
$ 767.4k
Damian Wilmot
Independent Director3.2yrsUS$305.00k0.012%
$ 632.1k
Thomas Nimbley
Non-Executive Chairman11.6yrsUS$3.39m0.68%
$ 34.3m
Karen Davis
Directorless than a yearUS$1.05m0.073%
$ 3.7m
George Ogden
Independent Director8.3yrsUS$305.00k0.042%
$ 2.1m
Georganne Hodges
Independent Director3.2yrsUS$305.00k0.013%
$ 673.2k
4.3yrs
Permanencia media
68yo
Promedio de edad

Junta con experiencia: La junta directiva de PBF se considera experimentada (4.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/01 08:28
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

PBF Energy Inc. está cubierta por 24 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Yim ChengBarclays
Phillip JungwirthBMO Capital Markets Equity Research
Jean Ann SalisburyBofA Global Research