Insider Trading July 1, 2026 04:46 PM

Control Empresarial Offloads $39.5 Million in PBF Energy Stock

Major shareholder executes multi-day divestment as energy firm's valuation metrics and operational updates draw analyst attention

By Marcus Reed
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Control Empresarial de Capitales S.A. de C.V., a key shareholder in PBF Energy Inc. (PBF), executed a series of sales totaling 850,000 Class A Common Shares for approximately $39.5 million across June 29 and 30, 2026. The transactions occurred at weighted average prices between $46.0062 and $47.006 per share, coinciding with a period where PBF shares have appreciated by over 111% over the trailing twelve months. Following the sales, the entity retains direct ownership of 16,862,128 shares, representing roughly 14.3% of the company's outstanding Class A Common Stock. The Slim Family, including Carlos Slim Helú and his descendants, are identified as beneficial owners through a Mexican trust structure overseeing Control Empresarial. The Form 4 filing detailing these transactions was submitted to the Securities and Exchange Commission on July 1, 2026. Recent corporate developments include PBF Energy's first quarter 2026 adjusted EPS of $1.65, a $500 million senior notes offering priced at 7.25%, a TD Cowen rating upgrade from Sell to Hold, and the re-election of all nominated directors at the annual shareholder meeting.

Control Empresarial Offloads $39.5 Million in PBF Energy Stock
PBF
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Key Points

  • Control Empresarial de Capitales S.A. de C.V. executed a multi-day divestment of 850,000 PBF Energy Class A Common Shares, realizing approximately $39.5 million in proceeds between June 29 and June 30, 2026.
  • The Slim Family, including Carlos Slim Helú and his descendants, are identified as beneficial owners through a Mexican trust structure overseeing Control Empresarial, which retains direct ownership of 16,862,128 shares post-transaction.
  • PBF Energy reported a first quarter 2026 adjusted EPS of $1.65, significantly outperforming the anticipated loss of $0.35, and announced a $500 million senior notes offering priced at 7.25%.

Control Empresarial de Capitales S.A. de C.V., a substantial equity holder in PBF Energy Inc. (PBF), has completed a divestment of 850,000 Class A Common Shares, realizing approximately $39.5 million in proceeds. The sales were executed across multiple transactions on June 29 and June 30, 2026, with weighted average prices ranging from $46.0062 to $47.006 per share. This activity occurs as PBF shares have appreciated by over 111% in the past year, currently trading at $48.04.

On June 29, Control Empresarial sold 370,000 shares at a weighted average price of $46.0062. These shares were transacted at prices between $45.50 and $46.445. Later that same day, an additional 200,000 shares were sold at a weighted average price of $47.006, with individual sale prices ranging from $46.70 to $47.51. On June 30, a further 280,000 shares were sold at a weighted average price of $46.652, with prices for these transactions falling between $46.10 and $47.02.

Following these transactions, Control Empresarial de Capitales S.A. de C.V. directly holds 16,862,128 Class A Common Shares of PBF Energy. The reporting entity is identified as a ten percent owner of PBF Energy. The Slim Family, including Carlos Slim Helú and his children, are also considered reporting persons as beneficiaries of a Mexican trust that owns Control Empresarial. Control Empresarial’s remaining holdings represent approximately 14.3% of PBF Energy’s 118,308,459 issued and outstanding Class A Common Shares, as reported in the company’s Form 10-Q filed on April 30, 2026. According to InvestingPro analysis, PBF appears slightly undervalued at current levels and maintains a "GOOD" financial health score. Investors seeking deeper insights can access PBF’s comprehensive Pro Research Report, one of 1,400+ available on the platform. The Form 4 filing was submitted to the Securities and Exchange Commission on July 1, 2026.

In other recent news, PBF Energy reported a significant earnings performance for the first quarter of 2026, with an adjusted earnings per share (EPS) of $1.65, surpassing the anticipated loss of $0.35. This financial outcome highlights the company’s ability to outperform expectations despite ongoing operational challenges. In another development, PBF Energy announced the pricing of a $500 million senior notes offering at 7.25%, with the offering expected to close on May 28, 2026. This move is part of the company’s strategy to manage its financial obligations and investments. Additionally, TD Cowen upgraded PBF Energy’s stock rating from Sell to Hold, citing the company’s strong refining margins. The firm emphasized PBF Energy’s high sensitivity to refining crack spreads, which could impact future earnings. Moreover, during its annual meeting, PBF Energy’s shareholders re-elected all nominated directors, ensuring continuity in the company’s leadership. These recent developments provide a comprehensive view of PBF Energy’s current financial and operational landscape.

Risks

  • PBF Energy's financial performance exhibits high sensitivity to refining crack spreads, which TD Cowen highlighted as a factor that could impact future earnings.
  • The company faces ongoing operational challenges, as noted in the context of its Q1 2026 earnings performance exceeding expectations despite these hurdles.
  • The execution of a $500 million senior notes offering introduces debt management considerations, with the offering expected to close on May 28, 2026, to address financial obligations and investments.

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