PBF Energy Inc. (NYSE:PBF) reported third-quarter 2026 revenue of $12.13 billion and GAAP net income of $1.54 billion. Net income attributable to PBF Energy stockholders was $1.53 billion, with basic earnings per share of $12.73 and diluted earnings per share of $12.54.
The refiner reported income from operations of $2.10 billion and raised its quarterly dividend 18% to $0.325 per Class A common share.
- Third-quarter revenue was $12.13 billion, compared with $7.65 billion a year earlier.
- Third-quarter net income was $1.54 billion, compared with $171.7 million in the prior-year quarter.
- Cash and cash equivalents totaled $2.54 billion at September 30, 2026, while total debt was $2.12 billion.
- The dividend will be paid November 24, 2026, to shareholders of record on November 12, 2026.
- Martinez refinery operations returned to full capacity in May 2026.
$PBF Insider Trading Activity
$PBF insiders have traded $PBF stock on the open market 65 times in the past 6 months. Of those trades, 0 have been purchases and 65 have been sales.
Here’s a breakdown of recent trading of $PBF stock by insiders over the last 6 months:
- EMPRESARIAL DE CAPITALES S.A. DE C.V. CONTROL has made 0 purchases and 45 sales selling 5,565,571 shares for an estimated $327,838,489.
- THOMAS J. NIMBLEY has made 0 purchases and 7 sales selling 1,239,135 shares for an estimated $87,920,155.
- MATTHEW C. LUCEY (CEO & President) has made 0 purchases and 3 sales selling 367,837 shares for an estimated $26,678,722.
- TRECIA M CANTY (SVP and General Counsel) has made 0 purchases and 3 sales selling 215,320 shares for an estimated $15,520,721.
- PAUL T DAVIS (Senior Vice President) has made 0 purchases and 2 sales selling 139,292 shares for an estimated $9,449,989.
- TAI WENDY HO (Senior Vice President, HR) has made 0 purchases and 3 sales selling 41,053 shares for an estimated $2,979,497.
- JAMES E. FEDENA (Senior Vice President) sold 24,756 shares for an estimated $1,778,181
- JOSEPH DANIEL MARINO (SVP, Chief Financial Officer) sold 4,033 shares for an estimated $278,881
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$PBF Hedge Fund Activity
We have seen 289 institutional investors add shares of $PBF stock to their portfolio, and 183 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 2,497,058 shares (+2701.8%) to their portfolio in Q2 2026, for an estimated $113,666,080
- AQR CAPITAL MANAGEMENT LLC added 2,070,603 shares (+131.0%) to their portfolio in Q2 2026, for an estimated $94,253,848
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,678,123 shares (+inf%) to their portfolio in Q2 2026, for an estimated $76,388,158
- BLACKROCK, INC. added 1,404,841 shares (+11.8%) to their portfolio in Q2 2026, for an estimated $63,948,362
- INVESCO LTD. removed 1,308,591 shares (-53.2%) from their portfolio in Q2 2026, for an estimated $59,567,062
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,234,865 shares (+77.8%) to their portfolio in Q2 2026, for an estimated $56,211,054
- MARSHALL WACE, LLP removed 1,149,650 shares (-93.4%) from their portfolio in Q2 2026, for an estimated $52,332,068
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
