2,370 Shares of Valero Energy Corporation $VLO Bought by Nippon Life Global Investors Americas Inc.

Nippon Life Global Investors Americas Inc. bought a new stake in shares of Valero Energy Corporation (NYSE:VLO) in the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 2,370 shares of the oil and gas company’s stock, valued at approximately $919,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Whipplewood Advisors LLC boosted its position 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 buying an additional 102 shares during the period. Cornerstone Financial Management LLC increased its position in Valero Energy by 57.6% in the 2nd quarter. Cornerstone Financial Management LLC now owns 104 shares of the oil and gas company’s stock valued at $27,000 after acquiring an additional 38 shares during the period. Valued Wealth Advisors LLC increased its position 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 acquiring an additional 67 shares during the period. Balance Wealth Partners LLC acquired a new stake in Valero Energy in the 3rd quarter valued at approximately $32,000. Finally, Global Assets Advisory LLC bought a new stake in Valero Energy during the 1st quarter valued at $33,000. Institutional investors own 78.69% of the company’s stock.

Key Valero Energy News

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

• Positive Sentiment: Houston acquisition expands Valero’s refining footprint: Valero agreed to acquire LyondellBasell’s former Houston Refinery site and related assets for $320.5 million. The transaction is expected to close in the fourth quarter of 2026 and includes the assumption of site operations, environmental liabilities, pension costs and related employee obligations. The deal could provide strategic infrastructure and operational growth in a major refining market. Valero to Acquire Former Houston Refinery from LyondellBasell
• Positive Sentiment: Large buyback authorization supports the stock: Valero reportedly authorized up to $10 billion in share repurchases after a strong quarter, increasing its ability to return excess cash to shareholders and potentially support per-share earnings. Valero authorizes USD 10.0 billion buyback
• Positive Sentiment: Exceptional quarterly profitability remains a catalyst: Valero generated $6.8 billion of third-quarter net income, while management allocated $1.7 billion of 2026 capital guidance to sustaining operations. Strong cash generation and refining margins reinforce the company’s capacity for shareholder returns. Valero: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Analyst valuation views improved but remain mixed: A consolidated fair-value estimate reportedly increased to $426.42 from $401.53, while some analysts remain cautious after the stock’s significant multiyear gains. Another analysis argues that Valero may still be undervalued on current earnings. Valero Energy Stock Sees Fair Value Lift
• Negative Sentiment: Put-option activity signals hedging or bearish positioning: Traders bought approximately 16,660 VLO put options, about 41% above average volume. This may reflect increased concern about downside risk following the stock’s strong run.
• Negative Sentiment: Sector-wide profit-taking risk persists: Commentary argued that investors should consider selling refiners after an exceptionally strong year, suggesting concerns that refining margins and share prices may have peaked. It’s Time to Sell the Refiners

Valero Energy Stock Up 0.1%

VLO stock opened at $400.04 on Monday. Valero Energy Corporation has a 12 month low of $159.90 and a 12 month high of $461.52. The firm has a market cap of $115.18 billion, a PE ratio of 9.00, a P/E/G ratio of 0.21 and a beta of 0.58. The firm has a 50 day simple moving average of $397.64 and a 200 day simple moving average of $285.06. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.72 and a quick ratio of 1.33.

Valero Energy (NYSE:VLO) last posted its quarterly earnings data on Thursday, October 22nd. The oil and gas company reported $23.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $21.17 by $2.73. The firm had revenue of $46.10 billion for the quarter, compared to the consensus estimate of $42.71 billion. Valero Energy had a return on equity of 45.90% and a net margin of 8.44%. The business’s revenue for the quarter was up 43.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.66 EPS. Equities research analysts forecast that Valero Energy Corporation will post 57.42 earnings per share for the current fiscal year.

Valero Energy Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, December 21st. Shareholders of record on Tuesday, November 24th will be paid a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, November 24th. Valero Energy’s payout ratio is 10.80%.

Analysts Set New Price Targets

VLO has been the subject of a number of analyst reports. TD Cowen boosted their price target on Valero Energy from $375.00 to $400.00 and gave the stock a “hold” rating in a research report on Thursday, October 22nd. Raymond James Financial raised their price target on Valero Energy from $350.00 to $450.00 and gave the company a “strong-buy” rating in a report on Monday, September 14th. Erste Group Bank cut shares of Valero Energy from a “buy” rating to a “hold” rating in a research note on Thursday, August 27th. Freedom Broker downgraded shares of Valero Energy from a “hold” rating to a “sell” rating and set a $276.00 price objective for the company. in a report on Friday, October 23rd. Finally, Citigroup increased their target price on shares of Valero Energy from $485.00 to $490.00 and gave the company a “neutral” rating in a research report on Friday, October 23rd. Three analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $379.94.

Valero Energy Profile

Valero Energy Corporation is an international energy company headquartered in San Antonio, Texas. The company’s primary business is refining and marketing transportation fuels, including gasoline, diesel, jet fuel and other products used by commercial, industrial and consumer customers.

Valero operates refineries in the United States, Canada and the United Kingdom. Its refining operations also produce asphalt, petrochemical feedstocks and other petroleum-based products. The company markets fuel through wholesale channels and branded retail networks, including Valero, Beacon and Shamrock-branded locations.

In addition to conventional refining, Valero has businesses focused on renewable fuels.