Recent Analysts’ Ratings Changes for Valero Energy (VLO)

Valero Energy (NYSE: VLO) has recently received a number of price target changes and ratings updates:

• 2/9/2026 – Valero Energy had its price target raised by analysts at Citigroup Inc. from $190.00 to $212.00. They now have a “neutral” rating on the stock.
• 2/7/2026 – Valero Energy was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating.
• 2/2/2026 – Valero Energy was upgraded by analysts at Argus to a “hold” rating.
• 1/30/2026 – Valero Energy had its price target raised by analysts at Piper Sandler from $217.00 to $220.00. They now have an “overweight” rating on the stock.
• 1/27/2026 – Valero Energy had its price target raised by analysts at Morgan Stanley from $175.00 to $180.00. They now have an “equal weight” rating on the stock.
• 1/21/2026 – Valero Energy had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 1/20/2026 – Valero Energy was downgraded by analysts at Zacks Research from a “strong-buy” rating to a “hold” rating.
• 1/8/2026 – Valero Energy had its price target raised by analysts at JPMorgan Chase & Co. from $197.00 to $200.00. They now have an “overweight” rating on the stock.
• 1/8/2026 – Valero Energy had its price target lowered by analysts at Piper Sandler from $223.00 to $217.00. They now have an “overweight” rating on the stock.
• 1/6/2026 – Valero Energy had its “buy” rating reaffirmed by analysts at UBS Group AG.
• 1/3/2026 – Valero Energy was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.
• 12/22/2025 – Valero Energy was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating.
• 12/12/2025 – Valero Energy had its “neutral” rating reaffirmed by analysts at Mizuho. They now have a $192.00 price target on the stock, up previously from $190.00.

Valero Energy Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 9th. Stockholders of record on Thursday, February 5th will be issued a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 2.4%. This is a positive change from Valero Energy’s previous quarterly dividend of $1.13. The ex-dividend date of this dividend is Thursday, February 5th. Valero Energy’s dividend payout ratio is presently 62.83%.

Insider Buying and Selling at Valero Energy

In other Valero Energy news, CFO Jason W. Fraser sold 9,933 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $174.02, for a total value of $1,728,540.66. Following the completion of the transaction, the chief financial officer owned 134,196 shares in the company, valued at approximately $23,352,787.92. This represents a 6.89% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.37% of the stock is currently owned by company insiders.

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.