Q3 EPS Estimates for Valero Energy Raised by Zacks Research

Valero Energy Corporation (NYSE:VLO) – Equities research analysts at Zacks Research boosted their Q3 2026 earnings estimates for Valero Energy in a research report issued on Monday, December 15th. Zacks Research analyst Team now anticipates that the oil and gas company will post earnings per share of $2.63 for the quarter, up from their previous estimate of $2.59. The consensus estimate for Valero Energy’s current full-year earnings is $7.92 per share. Zacks Research also issued estimates for Valero Energy’s Q4 2026 earnings at $1.16 EPS.

VLO has been the topic of several other research reports. Mizuho reaffirmed a “neutral” rating and issued a $192.00 price target (up previously from $190.00) on shares of Valero Energy in a research note on Friday, December 12th. Erste Group Bank started coverage on shares of Valero Energy in a report on Monday, November 10th. They issued a “buy” rating on the stock. JPMorgan Chase & Co. upped their target price on shares of Valero Energy from $177.00 to $197.00 and gave the company an “overweight” rating in a research report on Friday, October 24th. UBS Group reaffirmed a “buy” rating and set a $183.00 target price on shares of Valero Energy in a research note on Friday, October 24th. Finally, Piper Sandler boosted their price target on shares of Valero Energy from $201.00 to $223.00 and gave the company an “overweight” rating in a research note on Friday, November 14th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $183.20.

Valero Energy Price Performance

VLO stock opened at $162.70 on Thursday. Valero Energy has a 52-week low of $99.00 and a 52-week high of $185.62. The company has a quick ratio of 1.09, a current ratio of 1.60 and a debt-to-equity ratio of 0.36. The stock has a market cap of $49.63 billion, a price-to-earnings ratio of 33.97, a price-to-earnings-growth ratio of 1.15 and a beta of 0.76. The business has a fifty day moving average of $171.22 and a two-hundred day moving average of $155.24.

Valero Energy (NYSE:VLO) last posted its earnings results on Thursday, October 23rd. The oil and gas company reported $3.66 earnings per share for the quarter, beating the consensus estimate of $3.15 by $0.51. The company had revenue of $32.17 billion for the quarter, compared to analyst estimates of $28.80 billion. Valero Energy had a net margin of 1.21% and a return on equity of 8.69%. Valero Energy’s revenue was down 2.2% on a year-over-year basis. During the same period in the previous year, the business posted $1.14 EPS.

Valero Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 18th. Shareholders of record on Thursday, November 20th will be paid a dividend of $1.13 per share. The ex-dividend date is Thursday, November 20th. This represents a $4.52 dividend on an annualized basis and a yield of 2.8%. Valero Energy’s dividend payout ratio is 94.36%.

Insider Transactions at Valero Energy

In other news, CFO Jason W. Fraser sold 9,933 shares of the stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $174.02, for a total transaction of $1,728,540.66. Following the sale, the chief financial officer owned 134,196 shares of the company’s stock, valued at approximately $23,352,787.92. This represents a 6.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.04% of the stock is owned by company insiders.

Institutional Investors Weigh In On Valero Energy

Large investors have recently added to or reduced their stakes in the business. Keel Point LLC purchased a new position in Valero Energy in the 3rd quarter valued at approximately $224,000. Mirabella Financial Services LLP raised its stake in shares of Valero Energy by 139.9% in the third quarter. Mirabella Financial Services LLP now owns 18,701 shares of the oil and gas company’s stock valued at $3,178,000 after acquiring an additional 10,905 shares in the last quarter. Hudson Bay Capital Management LP purchased a new position in Valero Energy in the third quarter valued at $357,000. Swiss Life Asset Management Ltd grew its stake in Valero Energy by 25.2% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 48,883 shares of the oil and gas company’s stock worth $8,323,000 after purchasing an additional 9,839 shares in the last quarter. Finally, Groupama Asset Managment increased its holdings in Valero Energy by 10.7% during the 3rd quarter. Groupama Asset Managment now owns 173,650 shares of the oil and gas company’s stock worth $29,566,000 after purchasing an additional 16,798 shares during the period. 78.69% of the stock is owned by hedge funds and other institutional investors.

About Valero Energy

Valero Energy Corporation manufactures, markets, and sells petroleum-based and low-carbon liquid transportation fuels and petrochemical products in the United States, Canada, the United Kingdom, Ireland, Latin America, Mexico, Peru, and internationally. It operates through three segments: Refining, Renewable Diesel, and Ethanol.