Concorde Asset Management LLC Invests $391,000 in Valero Energy Corporation $VLO

Concorde Asset Management LLC purchased a new stake in Valero Energy Corporation (NYSE:VLO) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,502 shares of the oil and gas company’s stock, valued at approximately $391,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. V Square Quantitative Management LLC lifted its position in shares of Valero Energy by 0.6% during the first quarter. V Square Quantitative Management LLC now owns 6,670 shares of the oil and gas company’s stock worth $1,648,000 after purchasing an additional 42 shares in the last quarter. M.E. Allison & CO. Inc. increased its stake in shares of Valero Energy by 5.8% during the second quarter. M.E. Allison & CO. Inc. now owns 916 shares of the oil and gas company’s stock worth $239,000 after buying an additional 50 shares during the period. Ridgecrest Wealth Partners LLC raised its holdings in Valero Energy by 5.0% in the second quarter. Ridgecrest Wealth Partners LLC now owns 1,054 shares of the oil and gas company’s stock valued at $275,000 after acquiring an additional 50 shares in the last quarter. CYBER HORNET ETFs LLC raised its holdings in Valero Energy by 5.5% in the fourth quarter. CYBER HORNET ETFs LLC now owns 975 shares of the oil and gas company’s stock valued at $159,000 after acquiring an additional 51 shares in the last quarter. Finally, Bruce G. Allen Investments LLC lifted its stake in Valero Energy by 32.9% in the fourth quarter. Bruce G. Allen Investments LLC now owns 206 shares of the oil and gas company’s stock worth $34,000 after acquiring an additional 51 shares during the last quarter. Institutional investors and hedge funds own 78.69% of the company’s stock.

Valero Energy Price Performance

Valero Energy stock opened at $346.90 on Friday. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.64 and a quick ratio of 1.23. The business has a 50 day simple moving average of $301.22 and a 200-day simple moving average of $258.41. Valero Energy Corporation has a 12 month low of $149.52 and a 12 month high of $353.00. The stock has a market capitalization of $99.88 billion, a PE ratio of 14.39, a price-to-earnings-growth ratio of 0.23 and a beta of 0.55.

Valero Energy (NYSE:VLO) last announced its quarterly earnings data 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 company had revenue of $44.48 billion for the quarter, compared to analysts’ expectations of $39.47 billion. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. Valero Energy’s revenue was up 48.8% compared to the same quarter last year. During the same period in the previous year, the company posted $2.28 EPS. Equities analysts predict that Valero Energy Corporation will post 40.62 earnings per share for the current year.

Valero Energy Dividend Announcement

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

Insider Transactions at Valero Energy

In related news, SVP Eric A. Fisher sold 7,500 shares of the firm’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $268.17, for a total value of $2,011,275.00. Following the completion of the sale, the senior vice president owned 19,742 shares in the company, valued at $5,294,212.14. This trade represents a 27.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.36% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. UBS Group boosted their price target on shares of Valero Energy from $280.00 to $355.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Morgan Stanley lifted their price objective on shares of Valero Energy from $232.00 to $255.00 and gave the stock an “equal weight” rating in a research report on Friday, June 12th. Zacks Research raised Valero Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 4th. Piper Sandler restated an “overweight” rating and issued a $329.00 price target on shares of Valero Energy in a research note on Thursday, July 23rd. Finally, The Goldman Sachs Group upped their price objective 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 equities research 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, Valero Energy has a consensus rating of “Moderate Buy” and an average price target of $288.00.

Key Stories Impacting Valero Energy

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

• Positive Sentiment: Tight global refining capacity, low light-product inventories and supply disruptions are supporting stronger refining margins. Valero’s flexible coastal refinery network is positioned to benefit if these conditions persist. Is Valero Energy Poised to Benefit From a Tight Refining Market?
• Positive Sentiment: Valero was included in a Zacks list of Rank #1 “Strong Buy” growth stocks, reflecting favorable earnings momentum and growth characteristics. Best Growth Stocks to Buy for August 27th
• Positive Sentiment: The company’s approximately $7.9 billion cash balance, low leverage and established capital-return program provide financial flexibility. Refinery upgrades could further improve cash generation and shareholder returns. Will Valero’s Excess Cash Translate Into Higher Shareholder Returns?
• Positive Sentiment: Coverage also points to falling Treasury yields, strong earnings trends and low debt as potential supports for VLO, while Barron’s sees additional upside after the shares more than doubled in 2026 on surging refining margins. 3 Growth Stocks to Buy as Treasury Yields Fall
• Neutral Sentiment: Valero was highlighted in several investment screens and value-oriented articles, increasing visibility but adding limited new company-specific information.
• Negative Sentiment: Erste Group Bank AG downgraded Valero from “buy” to “hold.” The move may temper enthusiasm, particularly with the stock trading close to its 52-week high after a substantial rally. Finviz Valero Energy coverage

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.