Equitable Holdings Inc. bought a new position in shares of Valero Energy Corporation (NYSE:VLO – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 19,652 shares of the oil and gas company’s stock, valued at approximately $5,118,000.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. V Square Quantitative Management LLC lifted its stake in shares of Valero Energy by 0.6% in 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 acquiring an additional 42 shares during the period. M.E. Allison & CO. Inc. increased its stake in Valero Energy by 5.8% in the second quarter. M.E. Allison & CO. Inc. now owns 916 shares of the oil and gas company’s stock valued at $239,000 after purchasing an additional 50 shares in the last quarter. Ridgecrest Wealth Partners LLC increased its position in Valero Energy by 5.0% in the 2nd quarter. Ridgecrest Wealth Partners LLC now owns 1,054 shares of the oil and gas company’s stock valued at $275,000 after buying an additional 50 shares in the last quarter. CYBER HORNET ETFs LLC raised its position in shares of Valero Energy by 5.5% during the fourth quarter. CYBER HORNET ETFs LLC now owns 975 shares of the oil and gas company’s stock worth $159,000 after purchasing an additional 51 shares during the period. Finally, Bruce G. Allen Investments LLC grew its position in Valero Energy by 32.9% in the 4th quarter. Bruce G. Allen Investments LLC now owns 206 shares of the oil and gas company’s stock valued at $34,000 after purchasing an additional 51 shares during the period. 78.69% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
Several research analysts have weighed in on VLO shares. Citigroup upped their price objective on shares of Valero Energy from $259.00 to $302.00 and gave the stock a “neutral” rating in a report on Tuesday, July 14th. Mizuho lifted their price target on Valero Energy from $289.00 to $300.00 and gave the company a “neutral” rating in a research note on Tuesday, August 4th. The Goldman Sachs Group increased their price objective on Valero Energy from $286.00 to $357.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. Zacks Research upgraded Valero Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 4th. Finally, Barclays upped 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. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Valero Energy currently has a consensus rating of “Moderate Buy” and an average price target of $288.00.
Valero Energy Price Performance
Shares of NYSE VLO opened at $346.90 on Friday. The stock’s 50-day simple moving average is $301.22 and its two-hundred day simple moving average is $258.41. The firm has a market capitalization of $99.88 billion, a P/E ratio of 14.39, a P/E/G ratio of 0.23 and a beta of 0.55. The company has a quick ratio of 1.23, a current ratio of 1.64 and a debt-to-equity ratio of 0.37. Valero Energy Corporation has a twelve month low of $149.52 and a twelve month high of $353.00.
Valero Energy (NYSE:VLO – Get Free Report) last issued its earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $10.11 by $2.43. The business had revenue of $44.48 billion during the quarter, compared to analyst estimates of $39.47 billion. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.Valero Energy’s revenue for the quarter was up 48.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.28 earnings per share. As a group, equities analysts anticipate that Valero Energy Corporation will post 40.62 EPS for the current fiscal year.
Valero Energy Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Friday, July 31st will be given a dividend of $1.20 per share. The ex-dividend date of this dividend is Friday, July 31st. This represents a $4.80 annualized dividend and a dividend yield of 1.4%. Valero Energy’s dividend payout ratio (DPR) is 19.92%.
Insider Activity
In other 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 transaction of $2,011,275.00. Following the sale, the senior vice president 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 legal filing with the SEC, which is available through this link. 0.36% of the stock is currently owned by insiders.
Key Valero Energy News
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 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.
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