Royal London Asset Management Ltd. Sells 18,196 Shares of Valero Energy Corporation $VLO

Royal London Asset Management Ltd. reduced its position in Valero Energy Corporation (NYSE:VLO) by 4.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 440,816 shares of the oil and gas company’s stock after selling 18,196 shares during the period. Royal London Asset Management Ltd. owned 0.15% of Valero Energy worth $114,806,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Woodline Partners LP increased its position 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 worth $3,532,000 after purchasing an additional 7,735 shares during the last quarter. Sivia Capital Partners LLC raised its stake in Valero Energy by 13.0% during the second quarter. Sivia Capital Partners LLC now owns 1,929 shares of the oil and gas company’s stock valued at $259,000 after purchasing an additional 222 shares in the last quarter. Gamco Investors INC. ET AL bought a new position in Valero Energy during the second quarter valued at $528,000. Sei Investments Co. lifted its position in 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 valued at $36,165,000 after purchasing an additional 27,291 shares during the last quarter. Finally, Treasurer of the State of North Carolina grew its stake in shares of Valero Energy by 0.9% in the 2nd quarter. Treasurer of the State of North Carolina now owns 145,810 shares of the oil and gas company’s stock worth $19,600,000 after buying an additional 1,338 shares in the last quarter. Hedge funds and other institutional investors own 78.69% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently weighed in on VLO. The Goldman Sachs Group upped their target price on shares of Valero Energy from $286.00 to $357.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. TD Cowen lifted their price target on Valero Energy from $338.00 to $350.00 and gave the stock a “hold” rating in a research report on Monday, August 3rd. Citigroup boosted their price objective on Valero Energy from $259.00 to $302.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 14th. Mizuho raised their price objective on Valero Energy from $289.00 to $300.00 and gave the company a “neutral” rating in a research note on Tuesday, August 4th. Finally, UBS Group lifted their target price on Valero Energy from $280.00 to $355.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $288.00.

Valero Energy Price Performance

Valero Energy stock opened at $352.66 on Friday. Valero Energy Corporation has a 12-month low of $150.10 and a 12-month high of $353.00. The company has a current ratio of 1.64, a quick ratio of 1.23 and a debt-to-equity ratio of 0.37. The firm has a 50-day moving average price of $303.55 and a 200-day moving average price of $259.07. The firm has a market capitalization 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.

Valero Energy (NYSE:VLO) last posted its quarterly earnings data on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share for the quarter, topping analysts’ consensus estimates of $10.11 by $2.43. The company had revenue of $44.48 billion for the quarter, compared to analyst estimates of $39.47 billion. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The firm’s revenue for the quarter was up 48.8% on a year-over-year basis. During the same period in the prior year, the company posted $2.28 EPS. As a group, equities research analysts forecast that Valero Energy Corporation will post 40.62 EPS for the current year.

Valero Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Investors 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 of this dividend is Friday, July 31st. Valero Energy’s dividend payout ratio (DPR) is currently 19.92%.

Insider Transactions at Valero Energy

In other Valero Energy news, SVP Eric A. Fisher sold 7,500 shares of the company’s stock in a transaction on Monday, June 29th. The stock was sold at an average price of $268.17, for a total value of $2,011,275.00. Following 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 sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 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 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

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.