Flputnam Investment Management Co. Has $13.24 Million Stake in Valero Energy Corporation $VLO

Flputnam Investment Management Co. increased its stake in shares of Valero Energy Corporation (NYSE:VLO) by 8.1% during the 2nd quarter, Holdings Channel.com reports. The firm owned 50,851 shares of the oil and gas company’s stock after acquiring an additional 3,802 shares during the quarter. Flputnam Investment Management Co.’s holdings in Valero Energy were worth $13,244,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Woodline Partners LP boosted its holdings in Valero Energy by 40.7% in the first quarter. Woodline Partners LP now owns 26,747 shares of the oil and gas company’s stock valued at $3,532,000 after acquiring an additional 7,735 shares during the last quarter. Sivia Capital Partners LLC grew its position in shares of Valero Energy by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,929 shares of the oil and gas company’s stock worth $259,000 after buying an additional 222 shares during the period. Gamco Investors INC. ET AL acquired a new stake in shares of Valero Energy during the 2nd quarter worth approximately $528,000. Sei Investments Co. raised its stake in shares of Valero Energy by 11.3% during the second quarter. Sei Investments Co. now owns 269,043 shares of the oil and gas company’s stock worth $36,165,000 after buying an additional 27,291 shares during the last quarter. Finally, Treasurer of the State of North Carolina lifted its holdings in Valero Energy by 0.9% in the second quarter. Treasurer of the State of North Carolina now owns 145,810 shares of the oil and gas company’s stock valued at $19,600,000 after buying an additional 1,338 shares during the period. Institutional investors and hedge funds own 78.69% of the company’s stock.

Key Headlines Impacting 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

Valero Energy Price Performance

VLO stock opened at $352.66 on Friday. The stock has a 50-day moving average price of $303.55 and a two-hundred day moving average price of $259.07. The stock has a market cap of $101.54 billion, a PE ratio of 14.63, a price-to-earnings-growth ratio of 0.23 and a beta of 0.55. The company has a current ratio of 1.64, a quick ratio of 1.23 and a debt-to-equity ratio of 0.37. Valero Energy Corporation has a 1 year low of $150.10 and a 1 year high of $353.00.

Valero Energy (NYSE:VLO) last released its quarterly earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $10.11 by $2.43. The firm had revenue of $44.48 billion for the quarter, compared to the consensus estimate of $39.47 billion. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.The company’s revenue for the quarter was up 48.8% on a year-over-year basis. During the same quarter last year, the business posted $2.28 EPS. Equities analysts forecast that Valero Energy Corporation will post 40.7 EPS for the current fiscal year.

Valero Energy Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Friday, July 31st will be given a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Friday, July 31st. Valero Energy’s dividend payout ratio (DPR) is currently 19.92%.

Analysts Set New Price Targets

A number of analysts have commented on VLO shares. The Goldman Sachs Group lifted 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. UBS Group increased their price target on Valero Energy from $280.00 to $355.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Morgan Stanley lifted their price objective on Valero Energy from $232.00 to $255.00 and gave the stock an “equal weight” rating in a research note on Friday, June 12th. 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 report on Monday, July 13th. Finally, Piper Sandler restated an “overweight” rating and set a $329.00 target price on shares of Valero Energy in a research report on Thursday, July 23rd. Two 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 given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $288.00.

Insider Buying and Selling

In other Valero Energy news, SVP Eric A. Fisher sold 7,500 shares of the company’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 transaction of $2,011,275.00. Following the completion of the transaction, the senior vice president owned 19,742 shares of the company’s stock, valued at $5,294,212.14. This represents a 27.53% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 0.36% of the company’s stock.

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.