PARR Earnings
Tuesday, May 05 2026
EPS Estimate
$0.74
Revenue Estimate
$1.6B
Current Price
$63.71
Our Position
bullishEarnings miss masks operational strength and crude tailwinds ahead
est. revisions rising
(+174.2pp / 30d)
PARR's operational leverage is real: full-year adjusted EBITDA surged ~13% on record volumes and debt paydown. The Venezuelan crude redirection could unlock structural margin expansion if PARR can capture that inbound supply at its 219,000 barrel-per-day capacity. The market punished the EPS miss, but the company's net income swing and operational metrics suggest the refining cycle is turning in PARR's favor, not against it.
Watch: Track crude import data and PARR's Q1 2026 guidance for evidence of Venezuelan crude actually flowing to the U.S. Gulf. If the company can demonstrate incremental throughput and margins from geopolitical supply shifts, the near-term stock decline could be a setup for upside.
Data Signal Summary
2 bullish
2 bearish
Estimates up +175%
Insider selling cluster
Put/call 0.3 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-3.2%
P/E Ratio
9.2
Est. Revisions (30d)
+175.4% 2up/0dn
Analyst Target (mean)
$70 $58–$78 +10%
Options P/C Ratio
0.34
Est. Dispersion
140% 6 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, Citadel, Two Sigma, Bridgewater
Recent Activity
insider trades
86 transactions
Award
·
HATCHER KATHERINE (Director)
·385 shares
·$24,983
Award
·
CLOSSEY TIMOTHY (Director)
·385 shares
·$24,983
Award
·
ANASTASIO CURTIS V (Director)
·385 shares
·$24,983
Exercise
·
ANASTASIO CURTIS V (Director)
·317 shares
·$20,570
Sell
·
FLORES SHAWN DAVID (Chief Financial Officer)
·7,167 shares
·$387,305
81 more
Sell
·
MONTELEONE WILLIAM A
·108,948 shr
·$5,889,532
Exercise
·
MONTELEONE WILLIAM A
·108,948 shr
·$1,956,010
Sell
·
CLOSSEY TIMOTHY
·6,103 shr
·$329,928
Sell
·
PITKIN TERRILL
·11,824 shr
·$605,625
Sell
·
CLOSSEY TIMOTHY
·4,219 shr
·$192,808
Sell
·
HOLLIS JEFFREY RYAN
·15,350 shr
·$638,867
Sell
·
CREAMER RICHARD
·14,500 shr
·$619,295
Sell
·
FLORES SHAWN DAVID
·8,190 shr
·$350,122
Sell
·
GUERRA IVAN DANIEL
·4,500 shr
·$191,880
Exercise
·
PATE WILLIAM C.
·689,709 shr
·$11,241,294
Award
·
HOLLIS JEFFREY RYAN
·7,632 shr
·$326,268
Award
·
CREAMER RICHARD
·10,947 shr
·$467,984
Award
·
FLORES SHAWN DAVID
·9,789 shr
·$418,480
Award
·
MATTIUSSI DANIELLE
·6,140 shr
·$262,485
Award
·
PITKIN TERRILL
·8,167 shr
·$349,139
Award
·
MONTELEONE WILLIAM A
·28,772 shr
·$1,230,003
Award
·
GUERRA IVAN DANIEL
·3,275 shr
·$140,006
Exercise
·
HOLLIS JEFFREY RYAN
·13,003 shr
·$557,309
Award
·
CREAMER RICHARD
·16,804 shr
·$720,219
Award
·
FLORES SHAWN DAVID
·13,202 shr
·$565,838
Award
·
MATTIUSSI DANIELLE
·6,600 shr
·$282,876
Award
·
MONTELEONE WILLIAM A
·28,577 shr
·$1,224,810
Award
·
HATCHER KATHERINE
·671 shr
·$25,001
Award
·
CLOSSEY TIMOTHY
·671 shr
·$25,001
Award
·
ANASTASIO CURTIS V
·671 shr
·$25,001
Award
·
PITKIN TERRILL
·196 shr
·$5,855
Sell
·
MONTELEONE WILLIAM A
·99,284 shr
·$4,284,021
Exercise
·
MONTELEONE WILLIAM A
·99,284 shr
·$1,704,372
Other
·
PATE WILLIAM C.
·25,000 shr
Sell
·
CREAMER RICHARD
·15,848 shr
·$653,255
Award
·
HATCHER KATHERINE
·728 shr
·$24,985
Award
·
MARTINEZ PATRICIA
·728 shr
·$24,985
Award
·
CLOSSEY TIMOTHY
·728 shr
·$24,985
Award
·
ANASTASIO CURTIS V
·728 shr
·$24,985
Award
·
YEAMAN ERIC KAWIKA
·728 shr
·$24,985
Sell
·
CLOSSEY TIMOTHY
·2,000 shr
·$66,740
Sell
·
HOLLIS JEFFREY RYAN
·5,228 shr
·$180,627
Sell
·
FLORES SHAWN DAVID
·8,062 shr
·$278,139
Sell
·
GUERRA IVAN DANIEL
·5,500 shr
·$193,105
Sell
·
PITKIN TERRILL
·5,164 shr
·$144,437
Exercise
·
PATE WILLIAM C.
·250,346 shr
·$4,956,000
Award
·
HATCHER KATHERINE
·795 shr
·$25,003
Award
·
MARTINEZ PATRICIA
·795 shr
·$25,003
Award
·
CLOSSEY TIMOTHY
·795 shr
·$25,003
Award
·
ANASTASIO CURTIS V
·795 shr
·$25,003
Award
·
YEAMAN ERIC KAWIKA
·795 shr
·$25,003
Award
·
CREAMER RICHARD
·665 shr
·$14,996
Award
·
PITKIN TERRILL
·405 shr
·$9,133
Award
·
HATCHER KATHERINE
·1,935 shr
·$25,000
Award
·
MARTINEZ PATRICIA
·1,935 shr
·$25,000
Award
·
CLOSSEY TIMOTHY
·1,935 shr
·$25,000
Award
·
ANASTASIO CURTIS V
·1,935 shr
·$25,000
Award
·
YEAMAN ERIC KAWIKA
·1,935 shr
·$25,000
Award
·
HOLLIS JEFFREY RYAN
·18,822 shr
·$294,000
Award
·
CREAMER RICHARD
·25,608 shr
·$399,997
Award
·
FLORES SHAWN DAVID
·23,127 shr
·$361,244
Award
·
MATTIUSSI DANIELLE
·13,828 shr
·$215,993
Award
·
MONTELEONE WILLIAM A
·72,023 shr
·$1,124,999
Award
·
GUERRA IVAN DANIEL
·8,963 shr
·$140,002
Award
·
HATCHER KATHERINE
·1,497 shr
·$25,000
Award
·
MARTINEZ PATRICIA
·1,497 shr
·$25,000
Award
·
CLOSSEY TIMOTHY
·1,497 shr
·$25,000
Award
·
ANASTASIO CURTIS V
·1,497 shr
·$25,000
Other
·
ANASTASIO CURTIS V
·927 shr
Award
·
YEAMAN ERIC KAWIKA
·1,497 shr
·$25,000
Award
·
CREAMER RICHARD
·717 shr
·$14,649
Sell
·
MONTELEONE WILLIAM A
·26,507 shr
·$419,076
Exercise
·
MONTELEONE WILLIAM A
·27,740 shr
·$405,004
Sell
·
PATE WILLIAM C.
·67,700 shr
·$1,098,094
Exercise
·
PATE WILLIAM C.
·71,918 shr
·$1,050,003
Award
·
HATCHER KATHERINE
·1,318 shr
·$25,002
Award
·
MARTINEZ PATRICIA
·1,318 shr
·$25,002
Award
·
CLOSSEY TIMOTHY
·1,318 shr
·$25,002
Award
·
PATE WILLIAM C.
·1,318 shr
·$25,002
Award
·
YEAMAN ERIC KAWIKA
·1,318 shr
·$25,002
Award
·
HATCHER KATHERINE
·1,015 shr
·$24,989
Award
·
MARTINEZ PATRICIA
·1,015 shr
·$24,989
Award
·
CLOSSEY TIMOTHY
·1,015 shr
·$24,989
Award
·
PATE WILLIAM C.
·1,015 shr
·$24,989
Award
·
YEAMAN ERIC KAWIKA
·1,015 shr
·$24,989
Award
·
PATE WILLIAM C.
·42,476 shr
·$1,295,093
ae trade
1
1d ago
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