Resona Asset Management Co. Ltd. Sells 7,181 Shares of Valero Energy Corporation $VLO

Resona Asset Management Co. Ltd. lessened its stake in Valero Energy Corporation (NYSE:VLO) by 6.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 100,690 shares of the oil and gas company’s stock after selling 7,181 shares during the period. Resona Asset Management Co. Ltd.’s holdings in Valero Energy were worth $17,175,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in VLO. UniSuper Management Pty Ltd grew its holdings in Valero Energy by 10.5% during the third quarter. UniSuper Management Pty Ltd now owns 29,709 shares of the oil and gas company’s stock valued at $5,058,000 after purchasing an additional 2,822 shares during the period. Delta Financial Advisors LLC purchased a new position in shares of Valero Energy in the third quarter worth $672,000. Envestnet Portfolio Solutions Inc. lifted its stake in Valero Energy by 25.5% in the 3rd quarter. Envestnet Portfolio Solutions Inc. now owns 6,406 shares of the oil and gas company’s stock worth $1,091,000 after purchasing an additional 1,303 shares in the last quarter. Vanguard Capital Wealth Advisors boosted its stake in Valero Energy by 15.7% during the third quarter. Vanguard Capital Wealth Advisors now owns 2,215 shares of the oil and gas company’s stock valued at $377,000 after buying an additional 300 shares during the last quarter. Finally, iA Global Asset Management Inc. boosted its position in shares of Valero Energy by 328.2% during the 3rd quarter. iA Global Asset Management Inc. now owns 10,218 shares of the oil and gas company’s stock valued at $1,740,000 after acquiring an additional 7,832 shares during the last quarter. Institutional investors own 78.69% of the company’s stock.

Valero Energy News Roundup

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

• Positive Sentiment: Board raises quarterly cash dividend to $1.20 (annualized $4.80), a 6.2% increase from the prior payout — a signal of cash-flow confidence and higher shareholder return. Valero Energy Corporation Increases Regular Cash Dividend on Common Stock
• Positive Sentiment: Valero bought a Venezuelan crude cargo under Washington’s deal with Caracas — this provides an additional, potentially lower-cost feedstock supply for Gulf Coast refineries and could help downstream margins. Exclusive: Valero buys Venezuelan oil cargo as part of Washington’s deal with Caracas
• Positive Sentiment: Analysts and market commentary note softer WTI/crude under $60 can boost refiners like Valero by lowering feedstock costs and supporting margins — a favorable backdrop for expected earnings. Softness in Oil Price: What Lies Ahead for VLO’s Refining Operations?
• Positive Sentiment: ETF/asset manager mentions: VanEck highlighted VLO among oil plays, which can attract fund flows and investor attention. VanEck spotlights SLB, HAL, BKR, PSX, and VLO as oil plays
• Neutral Sentiment: Coverage and valuation pieces note VLO’s earnings cadence and mixed valuation signals (P/E vs DCF) — useful context but not an immediate catalyst. A Look At Valero Energy (VLO) Valuation As P/E And DCF Send Mixed Signals
• Neutral Sentiment: Inclusion in broader dividend/safe-stock roundups and S&P 500/refining scale pieces reinforces visibility but is not a near-term earnings driver. Goldman Sachs Says Correction Could Be Coming: 5 Safe Dividend Stocks From The Conviction List
• Negative Sentiment: Zacks Research downgraded VLO from “strong-buy” to “hold,” which could pressure sentiment among some retail and model-driven investors. Zacks.com

Analyst Ratings Changes

VLO has been the subject of a number of analyst reports. Mizuho reaffirmed a “neutral” rating and issued a $192.00 price target (up previously from $190.00) on shares of Valero Energy in a report on Friday, December 12th. Wall Street Zen cut shares of Valero Energy from a “buy” rating to a “hold” rating in a report on Saturday, January 3rd. Erste Group Bank began coverage on Valero Energy in a report on Monday, November 10th. They set a “buy” rating on the stock. Raymond James Financial restated a “strong-buy” rating and issued a $195.00 price target (up previously from $181.00) on shares of Valero Energy in a report on Friday, October 24th. Finally, Morgan Stanley cut Valero Energy from an “overweight” rating to an “equal weight” rating and upped their price objective for the stock from $160.00 to $175.00 in a research note on Friday, October 3rd. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, Valero Energy has an average rating of “Moderate Buy” and a consensus price target of $183.00.

Insider Activity at Valero Energy

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

Valero Energy Trading Up 0.1%

Shares of VLO opened at $187.00 on Monday. The stock has a market cap of $57.04 billion, a PE ratio of 39.04, a price-to-earnings-growth ratio of 1.09 and a beta of 0.77. The company has a quick ratio of 1.09, a current ratio of 1.60 and a debt-to-equity ratio of 0.36. Valero Energy Corporation has a 52-week low of $99.00 and a 52-week high of $194.35. The firm’s fifty day moving average is $174.73 and its two-hundred day moving average is $162.69.

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

Valero Energy Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 9th. Investors of record on Thursday, February 5th will be paid a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Thursday, February 5th. This is a positive change from Valero Energy’s previous quarterly dividend of $1.13. Valero Energy’s dividend payout ratio is currently 94.36%.

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.