Valero Energy Corporation $VLO is Spirit of America Management Corp NY’s 7th Largest Position

Spirit of America Management Corp NY trimmed its holdings in Valero Energy Corporation (NYSE:VLO) by 13.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 47,534 shares of the oil and gas company’s stock after selling 7,300 shares during the quarter. Valero Energy comprises approximately 1.6% of Spirit of America Management Corp NY’s portfolio, making the stock its 7th largest holding. Spirit of America Management Corp NY’s holdings in Valero Energy were worth $8,093,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Secured Retirement Advisors LLC purchased a new position in Valero Energy during the third quarter worth approximately $269,000. Inspire Investing LLC increased its stake in shares of Valero Energy by 295.0% in the 3rd quarter. Inspire Investing LLC now owns 8,295 shares of the oil and gas company’s stock worth $1,412,000 after acquiring an additional 6,195 shares during the last quarter. Harbor Capital Advisors Inc. raised its holdings in shares of Valero Energy by 2.6% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 6,224 shares of the oil and gas company’s stock worth $1,060,000 after acquiring an additional 159 shares during the period. World Investment Advisors boosted its position in shares of Valero Energy by 12.3% during the 3rd quarter. World Investment Advisors now owns 4,674 shares of the oil and gas company’s stock valued at $796,000 after acquiring an additional 513 shares during the last quarter. Finally, Mascagni Wealth Management Inc. purchased a new stake in shares of Valero Energy in the third quarter valued at about $209,000. 78.69% of the stock is currently owned by hedge funds and other institutional investors.

Valero Energy Price Performance

VLO stock opened at $163.26 on Friday. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.60 and a quick ratio of 1.09. The firm has a market capitalization of $49.79 billion, a P/E ratio of 34.08, a P/E/G ratio of 1.18 and a beta of 0.76. The business’s 50-day moving average is $171.58 and its two-hundred day moving average is $156.51. Valero Energy Corporation has a 1 year low of $99.00 and a 1 year high of $185.62.

Valero Energy (NYSE:VLO) last announced its quarterly earnings data on Thursday, October 23rd. The oil and gas company reported $3.66 EPS for the quarter, beating analysts’ consensus estimates of $3.15 by $0.51. The company had revenue of $32.17 billion for the quarter, compared to the consensus estimate of $28.80 billion. Valero Energy had a net margin of 1.21% and a return on equity of 8.69%. The company’s quarterly revenue was down 2.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.14 EPS. Analysts anticipate that Valero Energy Corporation will post 7.92 earnings per share for the current fiscal year.

Valero Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Thursday, November 20th were issued a $1.13 dividend. This represents a $4.52 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend was Thursday, November 20th. Valero Energy’s payout ratio is presently 94.36%.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on VLO. Zacks Research upgraded shares of Valero Energy from a “hold” rating to a “strong-buy” rating in a report on Monday. Jefferies Financial Group raised their target price on Valero Energy from $181.00 to $194.00 and gave the stock a “buy” rating in a research note on Friday, October 10th. Evercore ISI upped their price target on Valero Energy from $135.00 to $185.00 and gave the company an “in-line” rating in a research note on Friday, September 19th. Bank of America reissued a “neutral” rating and set a $195.00 price objective (down from $198.00) on shares of Valero Energy in a research report on Thursday, December 11th. Finally, Barclays boosted their price objective on shares of Valero Energy from $169.00 to $184.00 and gave the company an “overweight” rating in a report on Monday, November 17th. Three research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $183.20.

Key Headlines Impacting Valero Energy

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

• Positive Sentiment: Zacks Research upgraded VLO to “Strong‑Buy” and raised multiple near‑term and FY2025 EPS estimates — incremental upward revisions that reinforce a bullish earnings outlook and underlie analyst confidence. (Zacks Research notes reported 12/23/2025)
• Neutral Sentiment: Zacks published broader coverage pieces highlighting VLO as potentially undervalued and listing it among three energy stocks to watch, which can attract investor interest but are not direct company events. Is Valero Energy (VLO) Stock Undervalued Right Now?
• Neutral Sentiment: Coverage noting Valero’s refining focus reports shares “little changed” as investors weigh refining margins and feedstock costs; this is informational rather than a catalyst. Valero Energy Shares Little Changed on Refining Focus
• Negative Sentiment: A recent piece highlights conflicting analyst downgrades alongside bullish options flow — mixed signals that can increase short‑term volatility and pressure sentiment despite the Zacks upgrades. How Investors Are Reacting To Valero Energy (VLO) Conflicting Analyst Downgrades And Bullish Options Signals

Insider Buying and Selling

In related news, CFO Jason W. Fraser sold 9,933 shares of the business’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $174.02, for a total value of $1,728,540.66. Following the transaction, the chief financial officer owned 134,196 shares in the company, valued at $23,352,787.92. The trade was a 6.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. 0.04% of the stock is currently owned by company insiders.

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.