Recurrent Investment Advisors LLC Sells 168,395 Shares of Valero Energy Corporation $VLO

Recurrent Investment Advisors LLC lowered its stake in shares of Valero Energy Corporation (NYSE:VLO) by 93.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 11,259 shares of the oil and gas company’s stock after selling 168,395 shares during the quarter. Recurrent Investment Advisors LLC’s holdings in Valero Energy were worth $1,917,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in VLO. Charles Schwab Investment Management Inc. raised its stake in shares of Valero Energy by 2.5% in the second quarter. Charles Schwab Investment Management Inc. now owns 11,724,707 shares of the oil and gas company’s stock worth $1,576,035,000 after acquiring an additional 286,942 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Valero Energy by 16.7% during the second quarter. Geode Capital Management LLC now owns 8,141,511 shares of the oil and gas company’s stock valued at $1,089,897,000 after purchasing an additional 1,164,217 shares during the last quarter. Norges Bank acquired a new stake in shares of Valero Energy in the second quarter valued at approximately $827,390,000. Franklin Resources Inc. raised its position in Valero Energy by 5.0% in the 3rd quarter. Franklin Resources Inc. now owns 5,273,517 shares of the oil and gas company’s stock worth $897,869,000 after purchasing an additional 249,195 shares during the last quarter. Finally, Barclays PLC raised its position in Valero Energy by 5.3% in the 3rd quarter. Barclays PLC now owns 4,143,672 shares of the oil and gas company’s stock worth $705,502,000 after purchasing an additional 209,597 shares during the last quarter. Institutional investors and hedge funds own 78.69% of the company’s stock.

Insider Buying and Selling

In other Valero Energy news, SVP Eric A. Fisher sold 8,311 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $227.69, for a total value of $1,892,331.59. Following the completion of the transaction, the senior vice president directly owned 42,242 shares in the company, valued at $9,618,080.98. This trade represents a 16.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.04% of the company’s stock.

Valero Energy Stock Up 2.1%

Shares of VLO stock opened at $235.95 on Friday. The company has a current ratio of 1.64, a quick ratio of 1.11 and a debt-to-equity ratio of 0.36. Valero Energy Corporation has a 1 year low of $99.00 and a 1 year high of $240.27. The firm’s fifty day moving average price is $196.53 and its two-hundred day moving average price is $177.04. The firm has a market capitalization of $70.56 billion, a P/E ratio of 30.88, a PEG ratio of 1.18 and a beta of 0.70.

Valero Energy (NYSE:VLO) last posted its quarterly earnings data on Thursday, January 29th. The oil and gas company reported $3.82 EPS for the quarter, topping analysts’ consensus estimates of $3.27 by $0.55. The company had revenue of $30.37 billion during the quarter, compared to the consensus estimate of $28.20 billion. Valero Energy had a net margin of 1.91% and a return on equity of 12.35%. The company’s quarterly revenue was down 1.2% on a year-over-year basis. During the same period in the prior year, the business posted $0.64 EPS. On average, equities analysts predict that Valero Energy Corporation will post 7.92 EPS for the current fiscal year.

Valero Energy Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 9th. Investors of record on Thursday, February 5th were issued a dividend of $1.20 per share. The ex-dividend date was Thursday, February 5th. This is a boost from Valero Energy’s previous quarterly dividend of $1.13. This represents a $4.80 annualized dividend and a yield of 2.0%. Valero Energy’s dividend payout ratio is currently 62.83%.

Key Stories Impacting Valero Energy

Here are the key news stories impacting Valero Energy this week:

• Positive Sentiment: Goldman Sachs raised its price target on VLO to $237 and kept a “buy” rating, providing visible sell‑side endorsement that can attract buyers and support the rally. Goldman Sachs raises PT
• Positive Sentiment: Geopolitical supply risk around the Strait of Hormuz has pushed crude higher and sent institutional flows into U.S. refiners; that demand-driven dynamic tends to boost refiners’ margins and investor appetite for names like Valero. Hormuz crisis lifts refiners
• Positive Sentiment: Dividend-focused coverage is highlighting Valero as an attractive income stock, which can underpin longer-term buyer interest and reduce volatility for yield-seeking investors. Dividend thesis
• Neutral Sentiment: Analyst fair-value and narrative updates show mixed Street views — a modest upward revision to fair value and some divergent target changes mean continued analyst attention but no clear consensus signal. Analyst narrative shift
• Neutral Sentiment: Market commentary and valuation checks note strong recent share-price momentum and elevated investor interest, prompting reassessments of where VLO belongs in portfolios (momentum may continue but raises valuation scrutiny). Valuation check
• Negative Sentiment: Insider selling: SVP Eric A. Fisher disclosed sales of 8,311 shares on Mar 11 (avg $227.69) and 400 shares on Mar 12 (avg $238.60), a meaningful reduction in his stake (~16.4% decline in his position). Large insider sales can signal personal liquidity needs or reduced conviction and may damp investor sentiment. SEC Form 4 – Fisher sales
• Negative Sentiment: Policy risk: the White House is considering temporarily waiving the Jones Act to ease fuel shipping constraints and tame US pump prices — increased supply access could pressure domestic refining margins and weigh on near-term profitability for refiners. Jones Act waiver consideration

Wall Street Analyst Weigh In

VLO has been the subject of several recent research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Valero Energy in a report on Wednesday, January 21st. Bank of America reaffirmed a “neutral” rating and set a $195.00 price objective (down from $198.00) on shares of Valero Energy in a research note on Thursday, December 11th. Zacks Research lowered shares of Valero Energy from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 20th. Morgan Stanley boosted their price target on Valero Energy from $175.00 to $180.00 and gave the company an “equal weight” rating in a report on Tuesday, January 27th. Finally, Piper Sandler lifted their target price on Valero Energy from $217.00 to $220.00 and gave the company an “overweight” rating in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Valero Energy has an average rating of “Moderate Buy” and an average target price of $193.20.

About Valero Energy

Valero Energy Corporation is a San Antonio, Texas–based integrated downstream energy company that manufactures and markets transportation fuels, petrochemical feedstocks and other industrial products. The company’s operations focus on refining crude oil into finished fuels such as gasoline, diesel and jet fuel, as well as producing asphalt and other refined product streams for commercial and industrial customers.

In addition to refining, Valero has significant operations in renewable fuels, including the production of ethanol and other biofuels, and it manages an extensive logistics network of pipelines, terminals, rail and marine assets to move feedstocks and finished products.