Will PBF Energy’s (PBF) Finance Team Transition Shape Its Strategic Direction?

PBF Energy Inc. recently announced that Karen B. Davis retired from her roles as Senior Vice President and Chief Accounting Officer as of September 30, 2025, with Joseph Marino promoted to Chief Financial Officer and Steven Andriola appointed as Chief Accounting Officer effective October 1, 2025. The transition includes Ms. Davis rejoining the Board of Directors, a move that balances executive continuity with new leadership in key finance positions. We’ll explore how Joseph Marino’s elevation to CFO could influence PBF Energy’s investment outlook and risk considerations.

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PBF Energy Investment Narrative Recap

Belief in PBF Energy as a shareholder is rooted in confidence that tightening supply in US refining and robust cost control can offset industry volatility and regulatory threats. The recent executive transition, Joseph Marino’s appointment as CFO and Karen B. Davis’s move to the Board, does not materially alter the near-term focus on Martinez refinery operations or the significant regulatory risks that could impact revenue and capex stability in the short term.

Amid executive changes, the Q2 2025 earnings announcement is particularly relevant as it underscores PBF’s challenge: a reported net loss despite efforts to improve cost structure. These financial results reinforce why efficient execution in both refinery operations and broader business improvement programs remains essential for navigating short-term catalysts and risks.

By contrast, the ongoing dependence on California and the US East Coast refineries still presents a regulatory and policy risk that investors should be watching closely, especially as…

Read the full narrative on PBF Energy (it’s free!)

PBF Energy’s outlook anticipates $33.5 billion in revenue and $71.3 million in earnings by 2028. This is based on a 3.4% annual revenue growth rate and a $1,053.6 million increase in earnings from the current -$982.3 million.

Uncover how PBF Energy’s forecasts yield a $22.00 fair value, a 17% downside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided four unique fair value estimates for PBF Energy, ranging from US$20.00 up to US$199.86. While views vary dramatically, ongoing regulatory risk for coastal refineries could directly affect the company’s future performance, review several perspectives to understand the full range of outlooks.

Explore 4 other fair value estimates on PBF Energy – why the stock might be worth 25% less than the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
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Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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