PBF Energy 배당 및 자사주 매입
배당 기준 점검 3/6
PBF Energy 수익으로 충분히 충당되는 현재 수익률 1.58% 보유한 배당금 지급 회사입니다. 다음 지급일은 28th August, 2026 이며 배당락일은 다음과 같습니다. 14th August, 2026.
핵심 정보
1.6%
배당 수익률
-0.4%
자사주 매입 수익률
| 총 주주 수익률 | 1.2% |
| 미래 배당 수익률 | 1.7% |
| 배당 성장률 | -3.1% |
| 다음 배당 지급일 | 28 Aug 26 |
| 배당락일 | 14 Aug 26 |
| 주당 배당금 | n/a |
| 배당 성향 | 9% |
최근 배당 및 자사주 매입 업데이트
Recent updates
내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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 Alpha지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: PBF 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.
배당금 증가: PBF 의 배당금 지급액은 지난 10 년 동안 감소했습니다.
배당 수익률 vs 시장
| PBF Energy 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (PBF) | 1.6% |
| 시장 하위 25% (US) | 1.3% |
| 시장 상위 25% (US) | 4.0% |
| 업계 평균 (Oil and Gas) | 3.0% |
| 분석가 예측 (PBF) (최대 3년) | 1.7% |
주목할만한 배당금: PBF 의 배당금( 1.58% )은 US 시장에서 배당금 지급자의 하위 25%( 1.33% )보다 높습니다.
고배당: PBF 의 배당금( 1.58% )은 US 시장에서 배당금 지급자의 상위 25%( 3.99% )와 비교해 낮습니다.
주주 대상 이익 배당
수익 보장: 낮은 배당금 지급 비율 (9.4%)로 인해 PBF의 배당금 지급은 수익으로 충분히 충당됩니다.
주주 현금 배당
현금 흐름 범위: 현금 지급 비율 ( 17.7% )이 낮기 때문에 PBF 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/20 07:48 |
| 종가 | 2026/08/20 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
PBF Energy Inc.는 26명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Yim Cheng | Barclays |
| Phillip Jungwirth | BMO Capital Markets Equity Research |
| Jean Ann Salisbury | BofA Global Research |