Summit Street Capital Management LLC Sells 27,529 Shares of Valero Energy Corporation $VLO

Summit Street Capital Management LLC cut its stake in shares of Valero Energy Corporation (NYSE:VLO) by 21.6% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 100,073 shares of the oil and gas company’s stock after selling 27,529 shares during the period. Valero Energy makes up 3.7% of Summit Street Capital Management LLC’s investment portfolio, making the stock its 10th biggest holding. Summit Street Capital Management LLC’s holdings in Valero Energy were worth $26,063,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Whipplewood Advisors LLC raised its stake in shares of Valero Energy by 3,400.0% during the first quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company’s stock worth $26,000 after purchasing an additional 102 shares during the last quarter. JPL Wealth Management LLC purchased a new position in Valero Energy in the 3rd quarter valued at $27,000. Financial Life Planners purchased a new position in Valero Energy in the 1st quarter valued at $28,000. Valued Wealth Advisors LLC increased its stake in Valero Energy by 134.0% in the 1st quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock valued at $29,000 after buying an additional 67 shares during the period. Finally, Torren Management LLC purchased a new position in Valero Energy during the 4th quarter worth $30,000. 78.69% of the stock is owned by institutional investors and hedge funds.

Valero Energy Trading Up 2.4%

NYSE:VLO opened at $348.67 on Thursday. Valero Energy Corporation has a 52-week low of $146.76 and a 52-week high of $353.00. The company has a quick ratio of 1.23, a current ratio of 1.64 and a debt-to-equity ratio of 0.37. The stock has a fifty day simple moving average of $299.01 and a 200-day simple moving average of $257.39. The company has a market capitalization of $100.39 billion, a PE ratio of 14.47, a price-to-earnings-growth ratio of 0.22 and a beta of 0.55.

Valero Energy (NYSE:VLO) last issued its quarterly earnings data on Thursday, July 30th. The oil and gas company reported $12.54 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 firm had revenue of $44.48 billion for the quarter, compared to analysts’ expectations of $39.47 billion. During the same period in the prior year, the company earned $2.28 EPS. The firm’s revenue was up 48.8% on a year-over-year basis. On average, equities research analysts expect that Valero Energy Corporation will post 40.62 earnings per share for the current fiscal year.

Valero Energy Announces Dividend

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

Trending Headlines about Valero Energy

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

• Positive Sentiment: Strong refining environment supports earnings: Valero and Marathon Petroleum have more than doubled in 2026 as global refining margins surged amid supply disruptions. Barron’s reportedly sees additional upside for U.S. refiners if favorable market conditions persist. Marathon Petroleum and Valero Energy Have Exploded in 2026, But Barron’s Sees More Upside
• Positive Sentiment: Cash and balance-sheet strength may support shareholder returns: Analysts highlight Valero’s approximately $7.9 billion cash balance, low leverage, and history of capital returns. Refinery upgrades could improve future cash generation and provide flexibility for dividends, buybacks, or debt management. Will Valero’s Excess Cash Translate Into Higher Shareholder Returns?
• Positive Sentiment: Analyst and style-screen support remains favorable: Valero is being promoted as a growth, value, low-beta, and low-leverage idea. Zacks lists VLO among its Strong Buy growth stocks, while the average Wall Street recommendation is equivalent to Buy. Falling Treasury yields may also improve the appeal of financially resilient companies. Best Growth Stocks to Buy for August 25th
• Neutral Sentiment: Valero compares favorably with Marathon Petroleum: Marathon offers a lower valuation and MPLX exposure, but commentary favors Valero for its stronger balance sheet and share-price momentum. Marathon vs. Valero: Which Refining Stock Is the Better Buy Now?
• Negative Sentiment: Valuation creates downside risk: After substantial gains, including strong one- and three-month performance, some analysis questions whether Valero now trades above fair value. Investors may therefore become more sensitive to weaker refining margins or profit-taking. Is Valero Energy Fully Valued as Shares Trade Above Fair Value?

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on VLO shares. Barclays lifted their target price on shares of Valero Energy from $279.00 to $323.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Citigroup increased their price target on shares of Valero Energy from $259.00 to $302.00 and gave the stock a “neutral” rating in a report on Tuesday, July 14th. Mizuho raised their price objective on shares of Valero Energy from $289.00 to $300.00 and gave the company a “neutral” rating in a research report on Tuesday, August 4th. Weiss Ratings raised Valero Energy from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, August 6th. Finally, The Goldman Sachs Group boosted their target price on Valero Energy from $286.00 to $357.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Valero Energy has an average rating of “Moderate Buy” and an average target price of $288.00.

Insider Buying and Selling at Valero Energy

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