PBF at a glance
PBF Energy Inc. (PBF, SEC CIK 1534504) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), PBF Energy Inc. (PBF) reported revenue of $29.3 billion (down 11.4% from FY2024) and a net loss of $158.5 million. Diluted EPS was -$1.39.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding PBF Energy Inc. (PBF) shares worth $2.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Control Empresarial de Capitales S.A. de C.V. on October 1, 2026 of 100,000 shares at $82.00 per share.
- In the last 90 days, PBF insiders reported 0 open-market purchases ($0) and 46 open-market sales ($317.2M) on Form 4, a net sale of $317.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $29.3B
- −11.4% vs prior year
- Insiders · 90 days
- 0 buys · 46 sells
- Net −$317.2M
- 13F holders
- 32 funds
- $2.8B · +1 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Refining and marketing petroleum products through integrated operations
- New emphasis on equity method investment in St. Bernard Renewables LLC, highlighting enhanced focus on renewable fuels segment
- Strategic credit facility amendments in 2023 and senior notes issuance in 2025 with 9.875% coupon due 2030, reflecting capital structure optimization
- Property, plant, and equipment increased to $5.52B in 2025 from $5.07B in 2024, indicating significant capital investment
- Introduction of a Clawback Policy effective October 2, 2023, marking new compensation risk management controls
Risk Factors
- Cybersecurity risk governance with CIO appointed June 1, 2024, bringing 30 years industry experience
- Audit Committee oversight of cybersecurity disclosures and risk management guidelines quarterly and annually
- Internal Audit team conducts enterprise-wide cybersecurity risk assessments, reporting at least annually to Audit Committee
Management Discussion & Analysis
- No full-year 2025 revenue or net income figures provided, but notable 2025 gains: $832.5M gain on Martinez refinery insurance recoveries; $94.0M gain on terminal asset sales
- Martinez refinery fire significantly reduced 2025 throughput; operating expenses of $163.7M recorded related to fire
- Share repurchases paused in 2025 after $329.1M spent in 2024 and $532.5M in 2023 under $1.75B repurchase authorization
- RINs costs $680.1M in 2025 vs $515.3M in 2024 and $762.3M in 2023 due to ethanol-linked RIN price volatility and production changes
- Senior notes issued $800M in March 2025 (9.875%) and $500M in 2023 (7.875%), $100M Revolving Credit Facility borrowings at 2025 year-end
- Management highlights risks: Martinez fire recovery timing, regulatory and geopolitical uncertainties, inflation, crude supply volatility, and environmental regulations impacting operations and capital spending
AI summary of the PBF 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $11.7B, up 56.0% YoY from $7.5B, driven by higher commodity prices and Martinez restart
- Net income $915.0M vs net loss $5.4M YoY; gross margin $1,146.8M vs $(58.0)M
- Best region Gulf Coast crack spread $48.66/barrel vs $20.26; worst Mid-Continent, impacted by unplanned downtime
- RFS compliance costs $331.3M vs $165.0M YoY, a $166.3M increase
- $250.0M insurance proceeds received; $500.0M debt issuance funded redemption of approximately $801.6M notes
AI summary of the PBF 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Exhibit contains only forward-looking statement risk disclosures
- No material agreement terms, counterparties, financial obligations, or transaction economics provided
Item 1.01: Entry into a Material Definitive Agreement
- $550.0M 0% exchangeable notes due January 15, 2032, generating approximately $533.6M net proceeds
- Proceeds earmarked for capped calls, redemption of 7.875% 2030 notes, and general corporate purposes
Item 8.01: Other Events
- PBF Holding and PBF Finance priced $500 million of 0% senior unsecured exchangeable notes due 2032
- Expected closing September 17, 2026, subject to customary conditions
Item EX-99.1: Item EX-99.1
- $500M of 0% exchangeable notes due January 15, 2032, with potential $50M upsizing option
- Net proceeds of approximately $485.0M funding repayment or redemption of 7.875% 2030 Notes, lowering cash interest burden
AI summaries of PBF 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PBF
Don't miss the next PBF filing
- Alerts as it files. A push when PBF files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PBF, by share count.
- Ask anything. An AI agent that reads every PBF filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Control Empresarial de Capitales S.A. de C.V. | Sell | Oct 1, 2026 | 100,000 | $82.00 |
| Control Empresarial de Capitales S.A. de C.V. | Sell | Sep 11, 2026 | 150,000 | $80.60 |
| Control Empresarial de Capitales S.A. de C.V. | Sell | Sep 10, 2026 | 140,000 | $77.30 |
| Control Empresarial de Capitales S.A. de C.V. | Sell | Sep 10, 2026 | 175,776 | $78.16 |
| Control Empresarial de Capitales S.A. de C.V. | Sell | Sep 9, 2026 | 3,494 | $77.23 |
| Control Empresarial de Capitales S.A. de C.V. | Sell | Sep 2, 2026 | 45,516 | $76.94 |
| Control Empresarial de Capitales S.A. de C.V. | Sell | Sep 2, 2026 | 54,484 | $77.09 |
| Nimbley Thomas J. | Sell | Aug 19, 2026 | 116,008 | $73.73 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $33.1B | $29.3B |
| Operating Income | - | -$699.0M | -$54.3M |
| Net Income | $2.1B | -$533.8M | -$158.5M |
| Op. Margin | - | -2.1% | -0.2% |
| Net Margin | - | -1.6% | -0.5% |
| Balance Sheet | |||
| Total Assets | $14.4B | $12.7B | $13.0B |
| Equity | - | $5.5B | $5.3B |
| ROE | - | -9.6% | -3.0% |
| Per Share | |||
| EPS | $16.52 | $-4.60 | $-1.39 |
| Cash Flow | |||
| Operating CF | - | $43.4M | -$78.0M |
| CapEx | $659.6M | $390.9M | $705.2M |
Source: XBRL data in PBF Energy Inc. (PBF)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PBF share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $2.82B |
| Q1 2026 | 31 | $2.60B |
| Q4 2025 | 30 | $1.57B |
| Q3 2025 | 30 | $1.59B |
| Q2 2025 | 30 | $1.24B |
| Q1 2025 | 27 | $838.3M |
| Q4 2024 | 22 | $920.5M |
| Q3 2024 | 21 | $766.6M |
- FMR LLC (Fidelity)+2.50M (+2702%)
- AQR Capital Management+2.07M (+131%)
- BlackRock+1.40M (+12%)
- Two Sigma Investments+857.5K (+22%)
- Dimensional Fund Advisors+763.8K (+17%)
- Invesco Ltd−1.31M (-53%)
- D.E. Shaw & Co−653.3K (-51%)
- Morgan Stanley−551.1K (-36%)
- Citadel Advisors LLC−485.9K (-44%)
- T. Rowe Price Group−376.6K (-74%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 223 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PBF filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
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PBF SEC filings: frequently asked questions
Are PBF insiders buying or selling?
In the last 90 days, PBF Energy Inc. (PBF) officers, directors and 10% owners reported no open-market purchases and 46 open-market sales worth $317.2 million by 8 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PBF stock?
As of June 30, 2026, the largest PBF Energy Inc. (PBF) holders among the 13F filers tracked by SignalX were BlackRock ($606.0 million), Goldman Sachs Group ($278.8 million), State Street Corp ($251.0 million), Vanguard Portfolio Management LLC ($246.3 million), Dimensional Fund Advisors ($233.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PBF's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), PBF Energy Inc. (PBF) reported revenue of $29.3 billion (down 11.4% from FY2024) and a net loss of $158.5 million. Diluted EPS was -$1.39. The figures come from the XBRL data in the 10-K.
What are the main risks in PBF's latest 10-K?
In the 10-K filed February 12, 2026, PBF Energy Inc. (PBF) flagged: Cybersecurity risk governance with CIO appointed June 1, 2024, bringing 30 years industry experience. Audit Committee oversight of cybersecurity disclosures and risk management guidelines quarterly and annually. (AI summary of the Risk Factors section.)
What did PBF report in its latest 8-K?
PBF Energy Inc. (PBF) filed an 8-K on October 1, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Exhibit contains only forward-looking statement risk disclosures.
What are the latest PBF SEC filings?
PBF Energy Inc. (PBF) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on October 5, 2026.
What is PBF's SEC CIK number?
PBF Energy Inc. (PBF)'s SEC Central Index Key (CIK) is 1534504. EDGAR lists every PBF filing under that number.
Ask anything about PBF
The research agent reads PBF's filings, financials, insider trades and 13F holders, then answers with sources.