Steadtrust LLC Makes New $531,000 Investment in Valero Energy Corporation $VLO

Steadtrust LLC acquired a new position in shares of Valero Energy Corporation (NYSE:VLO) in the 2nd quarter, HoldingsChannel reports. The fund acquired 2,040 shares of the oil and gas company’s stock, valued at approximately $531,000.

Several other hedge funds have also recently added to or reduced their stakes in VLO. Sapient Capital LLC boosted its holdings in Valero Energy by 12.4% in the 2nd quarter. Sapient Capital LLC now owns 38,615 shares of the oil and gas company’s stock valued at $10,057,000 after purchasing an additional 4,254 shares during the period. Allied Private Wealth LLC acquired a new stake in Valero Energy during the second quarter worth $110,000. Arista Wealth Management LLC increased its holdings in Valero Energy by 45.1% in the 2nd quarter. Arista Wealth Management LLC now owns 5,167 shares of the oil and gas company’s stock valued at $1,346,000 after buying an additional 1,605 shares during the period. Sax Wealth Advisors LLC raised its stake in shares of Valero Energy by 3.0% in the 2nd quarter. Sax Wealth Advisors LLC now owns 1,841 shares of the oil and gas company’s stock valued at $455,000 after buying an additional 54 shares in the last quarter. Finally, Everpar Advisors LLC raised its stake in shares of Valero Energy by 11.0% in the 2nd quarter. Everpar Advisors LLC now owns 1,550 shares of the oil and gas company’s stock valued at $404,000 after buying an additional 153 shares in the last quarter. Institutional investors own 78.69% of the company’s stock.

Insider Buying and Selling at Valero Energy

In other Valero Energy news, SVP Eric A. Fisher sold 7,500 shares of the stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $268.17, for a total transaction of $2,011,275.00. Following the completion of the transaction, the senior vice president owned 19,742 shares in the company, valued at approximately $5,294,212.14. This represents a 27.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.36% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on VLO shares. Wells Fargo & Company lifted their target price on shares of Valero Energy from $292.00 to $356.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Morgan Stanley increased their price target on shares of Valero Energy from $232.00 to $255.00 and gave the stock an “equal weight” rating in a research report on Friday, June 12th. Raymond James Financial raised their price target on shares of Valero Energy from $300.00 to $340.00 and gave the stock a “strong-buy” rating in a research note on Monday, July 13th. Wolfe Research reaffirmed an “underperform” rating and set a $203.00 price objective on shares of Valero Energy in a report on Tuesday, April 21st. Finally, Piper Sandler reiterated an “overweight” rating and issued a $329.00 price objective on shares of Valero Energy in a research note on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $288.00.

Valero Energy Stock Performance

Valero Energy stock opened at $297.94 on Monday. Valero Energy Corporation has a 12-month low of $130.78 and a 12-month high of $320.24. The stock has a 50-day simple moving average of $276.61 and a 200 day simple moving average of $243.32. The stock has a market capitalization of $88.47 billion, a price-to-earnings ratio of 12.36, a P/E/G ratio of 0.20 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 (NYSE:VLO) last posted its quarterly earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $10.11 by $2.43. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.The business had revenue of $44.48 billion for the quarter, compared to analysts’ expectations of $39.47 billion. During the same quarter last year, the business earned $2.28 earnings per share. The firm’s quarterly revenue was up 48.8% compared to the same quarter last year. On average, research analysts anticipate that Valero Energy Corporation will post 39.55 earnings per share for the current fiscal year.

Valero Energy Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Friday, July 31st will be given a $1.20 dividend. The ex-dividend date is Friday, July 31st. This represents a $4.80 annualized dividend and a dividend yield of 1.6%. Valero Energy’s payout ratio is currently 19.92%.

Key Valero Energy News

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

• Positive Sentiment: Valero’s completed share-repurchase program provides shareholder support, while its second-quarter and first-half 2026 results establish a strong recent operating backdrop. However, the market is weighing those benefits against the stock’s valuation. Valero Energy Buyback And Results Leave Valuation Looking Finely Balanced
• Positive Sentiment: Zacks Research upgraded VLO from “hold” to “strong-buy,” adding a favorable near-term analyst signal. Zacks.com
• Positive Sentiment: Additional research highlights Valero’s growth, flexible crude sourcing, potentially favorable crude costs and strong balance sheet. Wall Street’s average brokerage recommendation is also bullish, although investors should treat sell-side ratings cautiously. Why Valero Energy Is a Strong Growth Stock Is It Worth Investing in Valero Energy Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Valero shares had a positive 90-day performance and exceptionally strong five-year total return, but their recent seven-day return declined, suggesting some profit-taking following the prior rally. Valero Energy Buyback And Results Leave Valuation Looking Finely Balanced
• Negative Sentiment: Valero underperformed other energy companies in the latest session, indicating weaker near-term investor demand relative to peers. Valero Energy Stock Underperforms Friday
• Negative Sentiment: Valero trades at about 6.44 times trailing EBITDA, above the industry average of 5.77 times. The premium valuation may limit further upside or prompt investors to wait for a better entry point. Valero Energy Stock Buy at a Premium or Wait for a Better Entry Point?

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.