Jupiter Topco LLC Invests $35.19 Million in Valero Energy Corporation $VLO

Jupiter Topco LLC bought a new stake in Valero Energy Corporation (NYSE:VLO) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 135,127 shares of the oil and gas company’s stock, valued at approximately $35,191,000.

Several other institutional investors also recently bought and sold shares of the stock. V Square Quantitative Management LLC increased its stake in Valero Energy by 0.6% in the 1st quarter. V Square Quantitative Management LLC now owns 6,670 shares of the oil and gas company’s stock worth $1,648,000 after purchasing an additional 42 shares during the period. M.E. Allison & CO. Inc. boosted its stake in shares of Valero Energy by 5.8% during the second quarter. M.E. Allison & CO. Inc. now owns 916 shares of the oil and gas company’s stock valued at $239,000 after purchasing an additional 50 shares during the period. Ridgecrest Wealth Partners LLC boosted its stake in shares of Valero Energy by 5.0% during the second quarter. Ridgecrest Wealth Partners LLC now owns 1,054 shares of the oil and gas company’s stock valued at $275,000 after purchasing an additional 50 shares during the period. CYBER HORNET ETFs LLC grew its holdings in shares of Valero Energy by 5.5% in the fourth quarter. CYBER HORNET ETFs LLC now owns 975 shares of the oil and gas company’s stock worth $159,000 after purchasing an additional 51 shares during the last quarter. Finally, Bruce G. Allen Investments LLC increased its stake in shares of Valero Energy by 32.9% in the fourth quarter. Bruce G. Allen Investments LLC now owns 206 shares of the oil and gas company’s stock worth $34,000 after buying an additional 51 shares during the period. 78.69% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Valero Energy

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

• Positive Sentiment: Tight refining market supports margins: Historically low fuel inventories, limited excess refining capacity and ongoing supply disruptions are creating a favorable environment for higher crack spreads. Valero’s flexible, complex coastal refinery network is well positioned to process various crude grades and supply multiple fuel markets. Valero Energy Looks Well Placed in the Tight Global Refining Market
• Positive Sentiment: Strong second-quarter performance and estimates: Valero’s second-quarter 2026 results reportedly showed substantial year-over-year improvement in adjusted EPS and revenue. Rising consensus estimates and a Zacks Rank #1 (Strong Buy) indicate that analysts are becoming more constructive on the company’s earnings prospects. Did Strong Q2 2026 Earnings and Refining Tailwinds Just Shift Valero Energy’s Investment Narrative?
• Positive Sentiment: Relative market strength and favorable valuation: VLO recently gained while the broader market declined. Its low PEG ratio compared with industry peers may be adding to the stock’s appeal, particularly as refining profitability expectations improve. Valero Energy Gains as Market Dips
• Negative Sentiment: One analyst downgrade: Erste Group Bank AG lowered Valero from “buy” to “hold,” which could limit upside sentiment after the stock’s strong advance and near-record trading levels. Finviz Valero Analyst Update

Analysts Set New Price Targets

A number of equities research analysts recently commented on VLO shares. Morgan Stanley upped their price target on shares of Valero Energy from $232.00 to $255.00 and gave the company an “equal weight” rating in a report on Friday, June 12th. Jefferies Financial Group set a $350.00 price objective on shares of Valero Energy in a research report on Monday, August 3rd. TD Cowen upped their price objective on shares of Valero Energy from $338.00 to $350.00 and gave the company a “hold” rating in a research note on Monday, August 3rd. UBS Group increased their target price on shares of Valero Energy from $280.00 to $355.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Finally, Raymond James Financial raised their target price on Valero Energy from $300.00 to $340.00 and gave the stock a “strong-buy” rating in a research note on Monday, July 13th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $288.00.

Insider Activity

In other news, SVP Eric A. Fisher sold 7,500 shares of the business’s stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $268.17, for a total value of $2,011,275.00. Following the sale, the senior vice president directly owned 19,742 shares of the company’s stock, valued at $5,294,212.14. The trade was a 27.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders own 0.36% of the company’s stock.

Valero Energy Stock Up 1.8%

NYSE:VLO opened at $352.66 on Friday. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.64 and a quick ratio of 1.23. The firm’s 50-day moving average price is $303.55 and its 200-day moving average price is $259.07. The company has a market capitalization of $101.54 billion, a PE ratio of 14.63, a P/E/G ratio of 0.23 and a beta of 0.55. Valero Energy Corporation has a 1-year low of $150.10 and a 1-year high of $353.00.

Valero Energy (NYSE:VLO) last issued its quarterly earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $10.11 by $2.43. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The company had revenue of $44.48 billion during the quarter, compared to analysts’ expectations of $39.47 billion. During the same period last year, the company posted $2.28 EPS. Valero Energy’s revenue was up 48.8% on a year-over-year basis. On average, equities analysts predict that Valero Energy Corporation will post 40.62 EPS for the current fiscal year.

Valero Energy Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Friday, July 31st will be issued a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, July 31st. Valero Energy’s dividend payout ratio (DPR) is presently 19.92%.

Valero Energy 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.