Insider Trading July 8, 2026 04:31 PM

Control Empresarial Liquidates $9.8 Million in PBF Energy Shares Amid Strong Stock Performance

The entity, which holds a 10% stake in the refining company, executed a two-part sale of 200,000 shares on July 6, 2026, as PBF Energy trades near its 52-week high.

By Sofia Navarro
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PBF

Control Empresarial de Capitales S.A. de C.V., an institutional investor holding a 10% stake in PBF Energy Inc. (NYSE: PBF), executed a significant divestment of 200,000 Class A Common Shares on July 6, 2026. The total transaction value reached $9,828,210, as reported in a Form 4 filing. This sale occurs while PBF Energy shares are trading near their 52-week high of $52.18, reflecting a 96% return over the past year. The liquidation was split into two distinct transactions, with weighted average prices of $48.0009 and $49.5211 per share, respectively. Following the sale, Control Empresarial retains 16,462,128 shares, with the Slim Family, beneficiaries of the controlling Mexican trust, deemed to beneficially own approximately 13.9% of the company's outstanding Class A Common Shares. The article also highlights PBF Energy's recent $500 million senior notes offering at a 7.25% interest rate, scheduled to close in 2026, and notes analyst updates from Freedom Broker and TD Cowen regarding the company's operational improvements and refining margin sensitivity.

Control Empresarial Liquidates $9.8 Million in PBF Energy Shares Amid Strong Stock Performance
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Key Points

  • Control Empresarial de Capitales S.A. de C.V. sold 200,000 shares of PBF Energy (NYSE: PBF) on July 6, 2026, for $9,828,210, split into two transactions at weighted average prices of $48.0009 and $49.5211 per share.
  • The sale occurs as PBF Energy trades near its 52-week high of $52.18, reflecting a 96% return over the past year, while the company recently priced $500 million in senior notes at a 7.25% interest rate.
  • Analyst updates include a Hold rating from Freedom Broker with a $42 price target and an upgrade to Hold by TD Cowen with a $39 price target, citing operational improvements and refining margin sensitivity.

Control Empresarial de Capitales S.A. de C.V., a significant institutional holder with a 10% ownership stake in PBF Energy Inc. (NYSE: PBF), has executed a substantial divestment of its equity position in the refining company. According to a recent Form 4 filing, the entity sold 200,000 shares of PBF Energy's Class A Common Stock on July 6, 2026. The total value of these transactions amounted to $9,828,210.

This sale activity occurs against a backdrop of strong market performance for PBF Energy. The stock is currently trading near its 52-week high of $52.18, having delivered a remarkable 96% return over the past year. The liquidation was not executed as a single block but was divided into two distinct transactions, each with specific pricing parameters.

In the first transaction, Control Empresarial disposed of 50,000 Class A Common Shares. The weighted average price for this portion was $48.0009 per share, with the execution prices ranging from $48.00 to $48.04. This specific transaction generated proceeds of $2,400,045.

The second transaction involved the sale of a larger block of 150,000 Class A Common Shares. These shares were sold at a weighted average price of $49.5211 per share, with prices ranging from $49.30 to $49.845. This portion of the sale generated $7,428,165 in proceeds.

Following these transactions, Control Empresarial de Capitales S.A. de C.V. directly holds 16,462,128 Class A Common Shares in PBF Energy. The filing also notes that the Slim Family, beneficiaries of a Mexican trust that owns Control Empresarial, may be deemed to beneficially own approximately 13.9% of the issued and outstanding Class A Common Shares.

According to InvestingPro analysis, PBF appears slightly overvalued at current levels, with 11 additional ProTips available to subscribers for deeper investment insights.

In other recent news, PBF Energy announced the pricing of $500 million in senior notes at a 7.25% interest rate, with the offering expected to close in 2026. These notes, co-issued by PBF Finance Corporation, mark a significant financial move for the company. Additionally, PBF Energy held its annual meeting, where shareholders re-elected all nominated directors, including Thomas J. Nimbley and Spencer Abraham, to serve until 2027. In analyst updates, Freedom Broker initiated coverage on PBF Energy with a Hold rating and a price target of $42, citing the company's recent operational improvements. Meanwhile, TD Cowen upgraded the stock from Sell to Hold, raising its price target to $39, and highlighted the company's strong earnings sensitivity to refining margins. The company is noted to have benefited from the restart of the Martinez refinery and improved refining margins. These developments reflect PBF Energy's ongoing strategic and financial adjustments in the current market environment.

Risks

  • Valuation concerns are present, as InvestingPro analysis suggests PBF appears slightly overvalued at current levels, which may impact investor sentiment.
  • The company's earnings sensitivity to refining margins introduces market risk, as fluctuations in refining economics could directly affect financial performance.
  • The execution of a $500 million senior notes offering at a 7.25% interest rate introduces debt market risk, with the offering expected to close in 2026.

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