MASTERINVEST Kapitalanlage GmbH acquired a new stake in shares of Valero Energy Corporation (NYSE:VLO – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 1,442 shares of the oil and gas company’s stock, valued at approximately $376,000.
Several other institutional investors have also recently modified their holdings of VLO. Whipplewood Advisors LLC lifted its holdings in shares of Valero Energy by 3,400.0% in the 1st quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company’s stock worth $26,000 after acquiring an additional 102 shares during the last quarter. JPL Wealth Management LLC bought a new position in shares of Valero Energy during the 3rd quarter valued at $27,000. Financial Life Planners purchased a new position in Valero Energy in the 1st quarter worth $28,000. Valued Wealth Advisors LLC raised its position in Valero Energy by 134.0% in the 1st quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock worth $29,000 after purchasing an additional 67 shares during the period. Finally, Torren Management LLC bought a new stake in Valero Energy in the fourth quarter worth $30,000. 78.69% of the stock is currently owned by institutional investors.
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
Valero Energy Price Performance
Valero Energy (NYSE:VLO – Get Free Report) last announced its earnings results on Thursday, July 30th. The oil and gas company reported $12.54 EPS for the quarter, beating analysts’ consensus estimates of $10.11 by $2.43. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.The company had revenue of $44.48 billion during the quarter, compared to the consensus estimate of $39.47 billion. During the same quarter in the prior year, the company earned $2.28 earnings per share. The firm’s revenue for the quarter was up 48.8% on a year-over-year basis. On average, equities research analysts anticipate that Valero Energy Corporation will post 40.62 earnings per share for the current year.
Valero Energy Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Friday, July 31st will be given a $1.20 dividend. This represents a $4.80 annualized dividend 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%.
Wall Street Analysts Forecast Growth
VLO has been the subject of several analyst reports. Erste Group Bank lowered shares of Valero Energy from a “buy” rating to a “hold” rating in a research report on Thursday. The Goldman Sachs Group lifted their target price on shares of Valero Energy from $286.00 to $357.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. Zacks Research upgraded shares of Valero Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 4th. Barclays increased their price target on shares of Valero Energy from $279.00 to $323.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Finally, Piper Sandler reissued an “overweight” rating and issued a $329.00 price target on shares of Valero Energy in a report on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $288.00.
View Our Latest Analysis on VLO
Insider Activity at Valero Energy
In other news, SVP Eric A. Fisher sold 7,500 shares of Valero Energy stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $268.17, for a total transaction of $2,011,275.00. Following the sale, the senior vice president owned 19,742 shares of the company’s stock, valued at approximately $5,294,212.14. The trade was a 27.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.36% of the company’s stock.
Valero Energy 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.
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