Royal London Asset Management Ltd. Sells 18,196 Shares of Valero Energy Corporation $VLO

Royal London Asset Management Ltd. reduced its position in shares of Valero Energy Corporation (NYSE:VLO) by 4.0% during the 2nd quarter, HoldingsChannel reports. The firm owned 440,816 shares of the oil and gas company’s stock after selling 18,196 shares during the period. Royal London Asset Management Ltd.’s holdings in Valero Energy were worth $114,806,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. V Square Quantitative Management LLC increased its position in Valero Energy by 0.6% during the 1st quarter. V Square Quantitative Management LLC now owns 6,670 shares of the oil and gas company’s stock valued at $1,648,000 after purchasing an additional 42 shares during the period. M.E. Allison & CO. Inc. boosted its stake in shares of Valero Energy by 5.8% during the second quarter. M.E. Allison & CO. Inc. now owns 916 shares of the oil and gas company’s stock valued at $239,000 after purchasing an additional 50 shares in the last quarter. Ridgecrest Wealth Partners LLC increased its holdings in Valero Energy by 5.0% during the second quarter. Ridgecrest Wealth Partners LLC now owns 1,054 shares of the oil and gas company’s stock valued at $275,000 after buying an additional 50 shares during the period. CYBER HORNET ETFs LLC raised its stake in Valero Energy by 5.5% in the fourth quarter. CYBER HORNET ETFs LLC now owns 975 shares of the oil and gas company’s stock worth $159,000 after buying an additional 51 shares in the last quarter. Finally, Bruce G. Allen Investments LLC lifted its holdings in Valero Energy by 32.9% during the fourth quarter. Bruce G. Allen Investments LLC now owns 206 shares of the oil and gas company’s stock worth $34,000 after buying an additional 51 shares during the period. 78.69% of the stock is currently owned by hedge funds and other institutional investors.

Valero Energy News Roundup

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 Stock Performance

VLO opened at $352.66 on Friday. The company has a market cap of $101.54 billion, a P/E ratio of 14.63, a price-to-earnings-growth ratio of 0.23 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. The firm’s 50-day moving average price is $303.55 and its 200-day moving average price is $259.07. Valero Energy Corporation has a 52-week low of $150.10 and a 52-week high of $353.00.

Valero Energy (NYSE:VLO) last released its earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share for the quarter, topping the consensus estimate of $10.11 by $2.43. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The company had revenue of $44.48 billion for the quarter, compared to the consensus estimate of $39.47 billion. During the same quarter in the previous year, the firm earned $2.28 EPS. Valero Energy’s revenue was up 48.8% compared to the same quarter last year. As a group, equities analysts anticipate that Valero Energy Corporation will post 40.62 EPS for the current fiscal year.

Valero Energy Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Friday, July 31st will be paid a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, July 31st. Valero Energy’s payout ratio is presently 19.92%.

Wall Street Analyst Weigh In

VLO has been the subject of several recent research reports. Morgan Stanley boosted their price target on 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 increased their price target on shares of Valero Energy from $300.00 to $340.00 and gave the company a “strong-buy” rating in a research report on Monday, July 13th. Weiss Ratings upgraded shares of Valero Energy from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, August 6th. The Goldman Sachs Group increased their target price on shares of Valero Energy from $286.00 to $357.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. Finally, Barclays lifted their price target on shares of Valero Energy from $279.00 to $323.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Valero Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $288.00.

Insider Buying and Selling at Valero Energy

In related news, SVP Eric A. Fisher sold 7,500 shares of the company’s stock in a transaction on Monday, June 29th. The stock was sold at an average price of $268.17, for a total value of $2,011,275.00. Following the transaction, the senior vice president directly owned 19,742 shares of the company’s stock, valued at $5,294,212.14. This represents a 27.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.36% of the stock is 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.