Analysts Issue Forecasts for PBF Energy Q2 Earnings

PBF Energy Inc. (NYSE:PBF) – Wolfe Research issued their Q2 2025 earnings per share estimates for PBF Energy in a research report issued on Tuesday, January 28th. Wolfe Research analyst D. Leggate expects that the oil and gas company will post earnings per share of $1.31 for the quarter. The consensus estimate for PBF Energy’s current full-year earnings is ($3.54) per share. Wolfe Research also issued estimates for PBF Energy’s Q3 2025 earnings at $1.15 EPS, Q4 2025 earnings at ($0.38) EPS, Q1 2026 earnings at $0.54 EPS, Q2 2026 earnings at $1.88 EPS, Q3 2026 earnings at $2.66 EPS, Q4 2026 earnings at $0.73 EPS and FY2026 earnings at $5.78 EPS.

PBF Energy (NYSE:PBF) last posted its earnings results on Thursday, October 31st. The oil and gas company reported ($1.50) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.41) by ($0.09). PBF Energy had a negative net margin of 0.84% and a negative return on equity of 2.84%. The firm had revenue of $8.38 billion for the quarter, compared to analyst estimates of $8.27 billion. During the same period in the previous year, the firm earned $6.61 earnings per share. The company’s revenue for the quarter was down 21.9% on a year-over-year basis.

Several other analysts also recently weighed in on PBF. StockNews.com downgraded PBF Energy from a “hold” rating to a “sell” rating in a research note on Monday, November 4th. Wells Fargo & Company downgraded shares of PBF Energy from an “overweight” rating to an “equal weight” rating and reduced their price objective for the stock from $39.00 to $34.00 in a report on Monday, December 9th. Mizuho lowered shares of PBF Energy from a “neutral” rating to an “underperform” rating and lowered their price objective for the company from $33.00 to $31.00 in a research note on Monday, December 16th. BMO Capital Markets downgraded PBF Energy from an “outperform” rating to a “market perform” rating and cut their target price for the stock from $42.00 to $35.00 in a research report on Friday, October 4th. Finally, JPMorgan Chase & Co. lowered their price target on PBF Energy from $36.00 to $35.00 and set a “neutral” rating on the stock in a research report on Friday, January 10th. Seven investment analysts have rated the stock with a sell rating and eight have issued a hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $32.00.

PBF Energy Stock Performance

PBF opened at $30.11 on Friday. PBF Energy has a twelve month low of $24.21 and a twelve month high of $62.88. The business’s 50 day moving average is $29.04 and its 200-day moving average is $32.07. The company has a quick ratio of 0.65, a current ratio of 1.34 and a debt-to-equity ratio of 0.21.

Hedge Funds Weigh In On PBF Energy

Several institutional investors and hedge funds have recently bought and sold shares of PBF. Healthcare of Ontario Pension Plan Trust Fund lifted its position in shares of PBF Energy by 391.9% in the third quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 1,540,000 shares of the oil and gas company’s stock worth $47,663,000 after purchasing an additional 1,226,909 shares in the last quarter. Private Management Group Inc. lifted its position in PBF Energy by 24.6% in the 4th quarter. Private Management Group Inc. now owns 1,057,295 shares of the oil and gas company’s stock worth $28,071,000 after buying an additional 208,599 shares in the last quarter. BNP Paribas Financial Markets boosted its stake in shares of PBF Energy by 132.6% during the 3rd quarter. BNP Paribas Financial Markets now owns 863,228 shares of the oil and gas company’s stock valued at $26,717,000 after buying an additional 492,053 shares during the period. Hara Capital LLC boosted its stake in shares of PBF Energy by 28.9% during the 3rd quarter. Hara Capital LLC now owns 506,317 shares of the oil and gas company’s stock valued at $15,670,000 after buying an additional 113,519 shares during the period. Finally, Van ECK Associates Corp grew its holdings in shares of PBF Energy by 2,119.6% during the 4th quarter. Van ECK Associates Corp now owns 411,307 shares of the oil and gas company’s stock valued at $10,920,000 after acquiring an additional 392,776 shares in the last quarter. Hedge funds and other institutional investors own 96.29% of the company’s stock.

Insider Activity

In other PBF Energy news, insider Control Empresarial De Capital purchased 100,000 shares of the company’s stock in a transaction that occurred on Tuesday, November 19th. The shares were purchased at an average cost of $31.28 per share, with a total value of $3,128,000.00. Following the completion of the transaction, the insider now owns 26,532,498 shares of the company’s stock, valued at approximately $829,936,537.44. This represents a 0.38 % increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders have bought 1,817,500 shares of company stock worth $54,118,260 over the last 90 days. 5.30% of the stock is owned by company insiders.

PBF Energy Company Profile

PBF Energy Inc, through its subsidiaries, engages in refining and supplying petroleum products. The company operates in two segments, Refining and Logistics. It produces gasoline, ultra-low-sulfur diesel, heating oil, diesel fuel, jet fuel, lubricants, petrochemicals, and asphalt, as well as unbranded transportation fuels, petrochemical feedstocks, blending components, and other petroleum products from crude oil.