Insider Trading March 18, 2026

Control Empresarial Disposes $28.8M of PBF Energy Stock in Mid-March Trades

Ten percent holder sells 650,700 Class A shares across March 16-17 as PBF trades near its 52-week high

By Avery Klein PBF
Control Empresarial Disposes $28.8M of PBF Energy Stock in Mid-March Trades
PBF

Control Empresarial de Capitales S.A. de C.V., which holds roughly ten percent of PBF Energy Inc. (NYSE: PBF), sold 650,700 Class A common shares on March 16 and 17, 2026, generating about $28.8 million. The transactions occurred while the stock was trading close to its 52-week high and following PBF's fourth-quarter 2025 earnings beat, which showed stronger-than-expected adjusted EPS but slightly weaker revenue versus forecasts.

Key Points

  • Control Empresarial sold 650,700 Class A shares of PBF Energy across March 16-17, 2026, generating approximately $28.8 million in proceeds.
  • On March 16, the firm sold 31,941 shares (WAP $44.1085) and 17,259 shares (WAP $44.6313); on March 17 it sold 600,000 shares (WAP $44.4291).
  • PBF was trading near a 52-week high of $47.18 at the time of the sales and had risen 114% over the prior year; InvestingPro’s analysis suggests the stock appears overvalued based on Fair Value calculations.

Control Empresarial de Capitales S.A. de C.V., a shareholder representing approximately ten percent of PBF Energy Inc. (NYSE: PBF), completed the sale of 650,700 shares of the company’s Class A Common Stock across two days in mid-March 2026, producing aggregate proceeds of about $28.8 million.

The disposition took place on March 16 and March 17, 2026, with executed prices spanning $44.1085 to $44.6313 for the sales that day and a broader intraday range across the two days from $43.5901 to $44.78. The timing of the sale coincides with PBF trading near a 52-week high of $47.18, and with the company’s shares having risen 114% over the trailing 12 months.


Details of the March 16 transactions

On March 16, Control Empresarial sold two lots reported separately. The first block consisted of 31,941 shares at a weighted average price of $44.1085, yielding proceeds of $1,409,088. Those shares changed hands in multiple trades at prices between $43.5901 and $44.59. Later the same day, the firm sold an additional 17,259 shares at a weighted average price of $44.6313, bringing in $770,350. Those sales were executed in several transactions at prices ranging from $44.595 to $44.655.

Details of the March 17 transactions

On March 17, Control Empresarial sold a substantially larger tranche of 600,000 shares at a weighted average price of $44.4291, producing total proceeds of $26,657,400. The sales that day occurred across multiple transactions with prices reported between $44.15 and $44.78.


Following the March trades, Control Empresarial directly holds 24,096,898 shares of PBF Energy Inc.

Market commentary included in the same reporting noted that InvestingPro’s analysis flags the stock as appearing overvalued at current levels based on its Fair Value calculations. InvestingPro also offers 12 additional exclusive tips for PBF, including insights on the company’s financial health and profitability outlook, available to subscribers.


Recent operating results

PBF Energy’s most recent reported quarter, fourth-quarter 2025, delivered an adjusted earnings per share (EPS) of $0.66, materially ahead of the consensus forecast of -$0.20. Revenue for the quarter came in at $7.14 billion, slightly below the anticipated $7.17 billion. While revenue missed the projection by a narrow margin, the company’s EPS outperformance was positively received.

These trading and earnings developments together provide a snapshot of both shareholder liquidity activity and recent operating performance, while market-level valuation commentary from InvestingPro raises questions about the stock’s current price relative to modelled fair value.


Contextual notes

  • No additional claims about motivations for the sales are provided in the reporting.
  • All transaction prices and volumes reported above reflect the trades executed on March 16 and March 17, 2026, as specified.

Risks

  • Market valuation risk: InvestingPro’s Fair Value analysis indicates the stock may be overvalued at current levels, which can affect investor returns and sentiment - impacts equity markets and energy sector investors.
  • Revenue variability: PBF Energy’s fourth-quarter 2025 revenue of $7.14 billion was slightly below the forecasted $7.17 billion, highlighting potential volatility in topline results that can influence analyst expectations - impacts the energy and refining segments.
  • Concentration and ownership changes: Sales by a large shareholder (holding about ten percent) reduce that owner’s stake and could alter perceived insider confidence or liquidity dynamics for the stock - impacts shareholder composition and equity trading in PBF.

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