Phoenix Financial Ltd. Trims Holdings in Valero Energy Corporation $VLO

Phoenix Financial Ltd. trimmed its position in Valero Energy Corporation (NYSE:VLO) by 53.0% in the 4th quarter, HoldingsChannel reports. The firm owned 5,124 shares of the oil and gas company’s stock after selling 5,767 shares during the quarter. Phoenix Financial Ltd.’s holdings in Valero Energy were worth $834,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of VLO. Rakuten Investment Management Inc. purchased a new stake in shares of Valero Energy in the third quarter valued at approximately $4,534,000. National Pension Service increased its position in shares of Valero Energy by 3.6% in the third quarter. National Pension Service now owns 491,134 shares of the oil and gas company’s stock valued at $83,620,000 after buying an additional 17,165 shares in the last quarter. Barclays PLC increased its position in shares of Valero Energy by 5.3% in the third quarter. Barclays PLC now owns 4,143,672 shares of the oil and gas company’s stock valued at $705,502,000 after buying an additional 209,597 shares in the last quarter. Beacon Investment Advisory Services Inc. increased its position in shares of Valero Energy by 33.5% in the fourth quarter. Beacon Investment Advisory Services Inc. now owns 42,376 shares of the oil and gas company’s stock valued at $6,898,000 after buying an additional 10,634 shares in the last quarter. Finally, Applied Finance Capital Management LLC increased its position in shares of Valero Energy by 13.7% in the third quarter. Applied Finance Capital Management LLC now owns 115,183 shares of the oil and gas company’s stock valued at $19,612,000 after buying an additional 13,923 shares in the last quarter. 78.69% of the stock is currently owned by hedge funds and other institutional investors.

Valero Energy Stock Performance

Shares of NYSE:VLO opened at $250.34 on Friday. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.58 and a quick ratio of 1.15. The business’s 50 day moving average price is $238.98 and its 200-day moving average price is $201.68. The firm has a market capitalization of $74.33 billion, a PE ratio of 18.19, a P/E/G ratio of 0.34 and a beta of 0.58. Valero Energy Corporation has a 1 year low of $125.10 and a 1 year high of $258.43.

Valero Energy (NYSE:VLO) last issued its quarterly earnings results on Thursday, April 30th. The oil and gas company reported $4.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.16 by $1.06. The firm had revenue of $32.38 billion for the quarter, compared to analyst estimates of $31.38 billion. Valero Energy had a return on equity of 15.94% and a net margin of 3.37%.The business’s revenue was up 7.0% on a year-over-year basis. During the same period in the previous year, the company posted $0.89 earnings per share. As a group, equities research analysts expect that Valero Energy Corporation will post 28.18 earnings per share for the current fiscal year.

Valero Energy Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Thursday, May 21st will be paid a $1.20 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.9%. Valero Energy’s payout ratio is currently 34.88%.

Key Headlines Impacting Valero Energy

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

• Positive Sentiment: Scotiabank raised its earnings estimates for Valero Energy, lifting FY2026 EPS to $27.10 from $25.85 and FY2027 EPS to $26.15 from $24.80, while keeping a Sector Outperform rating and a $226 target price.
• Positive Sentiment: Several recent writeups highlighted Valero’s refining flexibility, higher export volumes, and strong margins, saying tight global fuel supply continues to support profitability and has helped drive the stock’s strong year-long outperformance. Yahoo Finance article
• Positive Sentiment: Market commentary also pointed to a historic SPR-related pricing dislocation creating an arbitrage opportunity for refiners like Valero, which could support near-term refining economics. MarketBeat article
• Neutral Sentiment: Analyst-target articles suggest Wall Street remains moderately optimistic, but they do not add a new catalyst beyond the already favorable refining backdrop. Barchart article

Analysts Set New Price Targets

A number of analysts have recently commented on VLO shares. Citigroup boosted their price objective on Valero Energy from $246.00 to $259.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Wall Street Zen upgraded Valero Energy from a “buy” rating to a “strong-buy” rating in a research report on Saturday, April 4th. Wells Fargo & Company boosted their price objective on Valero Energy from $220.00 to $292.00 and gave the company an “overweight” rating in a research report on Tuesday, March 31st. Barclays boosted their price objective on Valero Energy from $184.00 to $261.00 and gave the company an “overweight” rating in a research report on Wednesday, April 8th. Finally, Argus upgraded Valero Energy to a “hold” rating in a research report on Monday, February 2nd. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Valero Energy has a consensus rating of “Moderate Buy” and a consensus price target of $237.94.

Insider Activity

In other news, SVP Eric A. Fisher sold 400 shares of Valero Energy stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $238.60, for a total value of $95,440.00. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. 0.36% of the stock is owned by corporate insiders.

Valero Energy Company Profile

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.