Public Employees Retirement System of Ohio Purchases New Stake in Valero Energy Corporation $VLO

Public Employees Retirement System of Ohio acquired a new position in shares of Valero Energy Corporation (NYSE:VLO) in the 2nd quarter, Holdings Channel.com reports. The firm acquired 127,156 shares of the oil and gas company’s stock, valued at approximately $33,117,000.

A number of other large investors have also recently bought and sold shares of VLO. State Street Corp lifted its holdings in shares of Valero Energy by 0.9% during the 4th quarter. State Street Corp now owns 18,177,191 shares of the oil and gas company’s stock worth $2,959,065,000 after acquiring an additional 163,975 shares during the period. Charles Schwab Investment Management Inc. boosted its position in shares of Valero Energy by 0.5% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 11,950,982 shares of the oil and gas company’s stock worth $1,945,500,000 after acquiring an additional 63,919 shares in the last quarter. Norges Bank bought a new position in Valero Energy in the fourth quarter valued at approximately $1,111,542,000. Franklin Resources Inc. increased its stake in Valero Energy by 7.5% in the fourth quarter. Franklin Resources Inc. now owns 5,668,210 shares of the oil and gas company’s stock valued at $922,728,000 after acquiring an additional 394,693 shares during the last quarter. Finally, Bank of America Corp DE raised 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 in the last quarter. 78.69% of the stock is currently owned by institutional investors and hedge funds.

Key Valero Energy News

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

Insider Transactions at Valero Energy

In related news, SVP Eric A. Fisher sold 7,500 shares of the firm’s stock in a transaction on Monday, June 29th. The stock was 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 Securities & Exchange Commission, which is available at this hyperlink. 0.36% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on VLO shares. Morgan Stanley raised their target price on Valero Energy from $232.00 to $255.00 and gave the company an “equal weight” rating in a report on Friday, June 12th. Barclays boosted their price target on Valero Energy from $279.00 to $323.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. TD Cowen upped their price objective on Valero Energy from $338.00 to $350.00 and gave the stock a “hold” rating in a research report on Monday, August 3rd. Piper Sandler reaffirmed an “overweight” rating and issued a $329.00 price objective on shares of Valero Energy in a research note on Thursday, July 23rd. Finally, Wells Fargo & Company lifted their target price on Valero Energy from $292.00 to $356.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $288.00.

Valero Energy Trading Up 1.8%

Shares of VLO stock opened at $352.66 on Friday. Valero Energy Corporation has a twelve month low of $150.10 and a twelve month high of $353.00. The stock’s fifty day simple moving average is $303.55 and its 200 day simple moving average is $259.07. 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 firm has a market capitalization of $101.54 billion, a P/E ratio of 14.63, a P/E/G ratio of 0.23 and a beta of 0.55.

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

Valero Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Friday, July 31st will be issued a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Friday, July 31st. Valero Energy’s dividend payout ratio 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.