Insider Selling: Valero Energy (NYSE:VLO) SVP Sells 400 Shares of Stock

Valero Energy Corporation (NYSE:VLO) SVP Eric Fisher sold 400 shares of Valero Energy stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $238.60, for a total value of $95,440.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.

Valero Energy Stock Up 2.1%

Shares of NYSE VLO traded up $4.90 during mid-day trading on Thursday, reaching $235.95. 4,978,689 shares of the company were exchanged, compared to its average volume of 3,650,706. Valero Energy Corporation has a 1 year low of $99.00 and a 1 year high of $240.27. The firm has a 50-day moving average of $195.07 and a 200 day moving average of $176.62. The stock has a market cap of $70.56 billion, a price-to-earnings ratio of 30.88, a P/E/G ratio of 1.11 and a beta of 0.70. The company has a quick ratio of 1.11, a current ratio of 1.64 and a debt-to-equity ratio of 0.36.

Valero Energy (NYSE:VLO) last posted its earnings results on Thursday, January 29th. The oil and gas company reported $3.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.27 by $0.55. The company had revenue of $30.37 billion for the quarter, compared to analyst estimates of $28.20 billion. Valero Energy had a return on equity of 12.35% and a net margin of 1.91%.The firm’s quarterly revenue was down 1.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.64 earnings per share. On average, research analysts expect that Valero Energy Corporation will post 7.92 earnings per share for the current year.

Valero Energy Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 9th. Investors of record on Thursday, February 5th were paid a dividend of $1.20 per share. This is a boost from Valero Energy’s previous quarterly dividend of $1.13. The ex-dividend date was Thursday, February 5th. This represents a $4.80 annualized dividend and a dividend yield of 2.0%. Valero Energy’s dividend payout ratio (DPR) is presently 62.83%.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the stock. Morgan Stanley lifted their price target on shares of Valero Energy from $175.00 to $180.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 27th. Zacks Research cut Valero Energy from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 20th. JPMorgan Chase & Co. boosted their target price on Valero Energy from $197.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Citigroup increased their price target on Valero Energy from $190.00 to $212.00 and gave the company a “neutral” rating in a research note on Monday, February 9th. Finally, Barclays raised their price target on Valero Energy from $169.00 to $184.00 and gave the stock an “overweight” rating in a report on Monday, November 17th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $193.20.

Hedge Funds Weigh In On Valero Energy

A number of institutional investors have recently bought and sold shares of the business. Highline Wealth Partners LLC increased its stake in shares of Valero Energy by 70.2% in the third quarter. Highline Wealth Partners LLC now owns 160 shares of the oil and gas company’s stock worth $27,000 after acquiring an additional 66 shares during the period. JPL Wealth Management LLC purchased a new stake in Valero Energy in the third quarter valued at $27,000. Torren Management LLC acquired a new stake in Valero Energy during the 4th quarter worth about $30,000. AXS Investments LLC acquired a new position in shares of Valero Energy in the 4th quarter valued at about $32,000. Finally, University of Texas Texas AM Investment Management Co. boosted its stake in shares of Valero Energy by 157.0% in the fourth quarter. University of Texas Texas AM Investment Management Co. now owns 203 shares of the oil and gas company’s stock worth $33,000 after buying an additional 124 shares during the last quarter. 78.69% of the stock is owned by hedge funds and other institutional investors.

Valero Energy News Roundup

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

• Positive Sentiment: Goldman Sachs raised its price target to $237 and maintained a “buy” rating, providing direct buy-side analyst support for the stock. Goldman Sachs raises price target
• Positive Sentiment: Wall Street flow into U.S. refiners continues, with institutional money rotating into the sector on strong earnings/earnings momentum — a tailwind for Valero as a large U.S. refiner. Refiners Are Quiet Winners in 2026
• Positive Sentiment: Geopolitical risk around the Strait of Hormuz has lifted crude benchmarks and focused investor attention on energy names that can benefit from wider refining cracks — supporting Valero’s shares. Hormuz crisis pushes oil higher
• Neutral Sentiment: Analyst fair-value estimates have been tweaked (example: a modest bump in one fair-value estimate), reflecting mixed Street views on refining resilience and crude assumptions — creates dispersion in targets but not a consensus directional shock. Why The Valero Energy (VLO) Narrative Is Shifting
• Neutral Sentiment: Heightened investor attention and valuation rechecks from outlets (Zacks, Yahoo) are increasing trading interest and volatility; these stories raise visibility but don’t by themselves change fundamentals. Valero is attracting investor attention
• Negative Sentiment: Insider selling: SVP Eric A. Fisher disclosed sales (8,311 shares on Mar 11 at ~$227.69 and 400 shares on Mar 12 at ~$238.60). Large insider sales can weigh on sentiment despite being potentially routine liquidity events. SEC Form 4 – Fisher insider sale
• Negative Sentiment: The White House is reportedly considering a temporary Jones Act waiver to ease shipping constraints and tame fuel prices — a policy move that, if enacted, could reduce U.S. regional fuel price dislocations and marginally pressure refiners’ near-term product spreads. US to Ease Shipping Rule

About Valero Energy

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.