Vestor Capital LLC boosted its holdings in Valero Energy Corporation (NYSE:VLO – Free Report) by 1,580.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,865 shares of the oil and gas company’s stock after purchasing an additional 1,754 shares during the period. Vestor Capital LLC’s holdings in Valero Energy were worth $461,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. BankChampaign National Association bought a new position in shares of Valero Energy in the 1st quarter valued at about $207,000. Groupe la Francaise bought a new stake in Valero Energy during the first quarter worth about $7,092,000. Leigh Baldwin & CO. LLC bought a new stake in Valero Energy during the first quarter worth about $211,000. Bank of America Corp DE boosted its position in Valero Energy by 11.4% during the first quarter. Bank of America Corp DE now owns 5,033,310 shares of the oil and gas company’s stock valued at $1,243,630,000 after purchasing an additional 516,975 shares during the last quarter. Finally, Alexander Labrunerie & CO. Inc. acquired a new position in Valero Energy during the first quarter valued at approximately $288,000. 78.69% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
Several research analysts have weighed in on VLO shares. Scotiabank boosted their price target on Valero Energy from $178.00 to $226.00 and gave the stock a “sector outperform” rating in a research report on Wednesday, April 22nd. BMO Capital Markets upped their price objective on Valero Energy from $230.00 to $270.00 and gave the stock an “outperform” rating in a research note on Monday, April 6th. Citigroup increased their price objective on Valero Energy from $259.00 to $302.00 and gave the company a “neutral” rating in a report on Tuesday, July 14th. Zacks Research cut shares of Valero Energy from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 22nd. Finally, The Goldman Sachs Group boosted their target price on shares of Valero Energy from $286.00 to $357.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $266.71.
Valero Energy Price Performance
NYSE:VLO opened at $312.60 on Friday. Valero Energy Corporation has a 12-month low of $130.78 and a 12-month high of $320.24. The firm has a market capitalization of $92.82 billion, a price-to-earnings ratio of 22.72, a P/E/G ratio of 0.19 and a beta of 0.55. The stock’s 50 day moving average price is $269.31 and its two-hundred day moving average price is $238.16. The company has a quick ratio of 1.15, a current ratio of 1.58 and a debt-to-equity ratio of 0.39.
Valero Energy (NYSE:VLO – Get Free Report) last issued its earnings results on Thursday, July 30th. The oil and gas company reported $12.54 EPS for the quarter, topping the consensus estimate of $10.13 by $2.41. The company had revenue of $44.48 billion during the quarter, compared to the consensus estimate of $39.47 billion. Valero Energy had a return on equity of 15.94% and a net margin of 3.37%.The firm’s revenue for the quarter was up 48.8% compared to the same quarter last year. During the same period in the previous year, the company posted $2.28 EPS. On average, analysts anticipate that Valero Energy Corporation will post 36.64 earnings per share for the current year.
Valero Energy Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Friday, July 31st will be given a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Friday, July 31st. Valero Energy’s payout ratio is 34.88%.
Insider Activity at Valero Energy
In other news, SVP Eric A. Fisher sold 7,500 shares of the stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $268.17, for a total value of $2,011,275.00. Following the transaction, the senior vice president directly owned 19,742 shares of the company’s stock, valued at $5,294,212.14. This represents a 27.53% 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 this link. 0.36% of the stock is currently owned by corporate insiders.
Key Headlines Impacting Valero Energy
Here are the key news stories impacting Valero Energy this week:
- Positive Sentiment: Valero reported record second-quarter net income of $3.7 billion, or $12.62 per share, compared with $714 million, or $2.28 per share, a year earlier. Adjusted EPS of $12.54 exceeded analysts’ estimates of approximately $9.87–$10.13, while revenue rose 48.8% year over year to $44.48 billion, above the $39.47 billion consensus. Valero Energy Reports Second Quarter 2026 Results
- Positive Sentiment: Higher refining margins were the primary earnings driver, supported by sturdy fuel demand and increased demand for U.S. fuel exports amid Middle East tensions. The performance reinforces Valero’s exposure to tight fuel supplies and strong global product markets. Valero Energy beats quarterly profit estimates on higher refining margins
- Positive Sentiment: Renewable diesel and ethanol operations also contributed to the profit and cash-flow surge, providing diversification beyond conventional refining. Valero Q2 Earnings Beat on Strong Refining and Renewable Diesel Margins
- Positive Sentiment: The company maintained its quarterly dividend at $1.20 per share, signaling continued emphasis on shareholder returns. Analysts have also highlighted Valero as a beneficiary of tight fuel supplies, steady demand and improving refining-industry earnings expectations. Is Valero Using Its Steady Dividend To Redefine Its Cash Return Priorities?
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.
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