Chapin Davis Inc. Boosts Stake in Valero Energy Corporation $VLO

Chapin Davis Inc. increased its holdings in shares of Valero Energy Corporation (NYSE:VLO) by 2,609.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 28,123 shares of the oil and gas company’s stock after purchasing an additional 27,085 shares during the quarter. Valero Energy accounts for 1.3% of Chapin Davis Inc.’s portfolio, making the stock its 22nd biggest holding. Chapin Davis Inc.’s holdings in Valero Energy were worth $7,324,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the business. State Street Corp lifted its position in Valero Energy by 0.9% during the fourth quarter. State Street Corp now owns 18,177,191 shares of the oil and gas company’s stock valued at $2,959,065,000 after purchasing an additional 163,975 shares during the period. Charles Schwab Investment Management Inc. grew its position in Valero Energy by 0.5% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 11,950,982 shares of the oil and gas company’s stock worth $1,945,500,000 after purchasing an additional 63,919 shares during the period. Norges Bank purchased a new stake in Valero Energy during the 4th quarter valued at $1,111,542,000. Franklin Resources Inc. raised its stake in Valero Energy by 7.5% during the 4th quarter. Franklin Resources Inc. now owns 5,668,210 shares of the oil and gas company’s stock valued at $922,728,000 after buying an additional 394,693 shares during the last quarter. Finally, Bank of America Corp DE lifted its holdings in shares of Valero Energy by 11.4% during the 1st quarter. Bank of America Corp DE now owns 5,033,310 shares of the oil and gas company’s stock valued at $1,243,630,000 after buying an additional 516,975 shares during the period. 78.69% of the stock is currently owned by institutional investors.

Valero Energy Stock Performance

Shares of VLO opened at $302.10 on Thursday. The business has a 50-day simple moving average of $274.40 and a two-hundred day simple moving average of $241.68. 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 Corporation has a 52 week low of $130.78 and a 52 week high of $320.24. The stock has a market cap of $89.70 billion, a price-to-earnings ratio of 12.54, a PEG ratio of 0.21 and a beta of 0.55.

Valero Energy (NYSE:VLO) last posted its quarterly earnings data on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share for the quarter, beating analysts’ consensus estimates of $10.11 by $2.43. The firm had revenue of $44.48 billion for the quarter, compared to analysts’ expectations of $39.47 billion. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.The business’s quarterly revenue was up 48.8% on a year-over-year basis. During the same period in the previous year, the firm earned $2.28 EPS. On average, analysts expect that Valero Energy Corporation will post 39.19 EPS for the current year.

Valero Energy Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Friday, July 31st will be issued a dividend of $1.20 per share. The ex-dividend date of this dividend is Friday, July 31st. This represents a $4.80 annualized dividend and a yield of 1.6%. Valero Energy’s payout ratio is currently 19.92%.

Trending Headlines about Valero Energy

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

• Positive Sentiment: Valero was upgraded to Zacks Rank #1 (Strong Buy), reflecting increased confidence in its earnings outlook. The company was also added to Zacks’ Strong Buy lists for growth, value and income investors. All You Need to Know About Valero Energy Rating Upgrade to Strong Buy
• Positive Sentiment: TD Cowen raised its price target for VLO to $350, implying additional potential upside, although the firm maintained a Hold rating. TD Cowen Boosts Valero Energy Price Target
• Positive Sentiment: Recent coverage highlighted Valero’s broad-based second-quarter strength, with refining, renewable diesel and ethanol operations contributing to higher earnings and cash flow. Valero previously reported quarterly EPS of $12.54, well above the $10.11 consensus, while revenue rose 48.8% year over year to $44.48 billion. How Valero’s Q2 Refining and Renewable Diesel Surge Reshapes Its 2026
• Neutral Sentiment: TD Cowen retained its Hold rating, while Mizuho lifted its target from $289 to $300 but kept a Neutral rating, indicating that some analysts view the shares as fairly valued after their strong advance. TD Cowen Sticks to Its Hold Rating for Valero Energy
• Negative Sentiment: The stock’s decline may reflect profit-taking or valuation concerns following a substantial rally toward its 52-week high. Although refinery profitability remains strong, mixed analyst recommendations and a neutral Mizuho target could be weighing on short-term trading.

Analysts Set New Price Targets

Several analysts recently commented on the company. Jefferies Financial Group set a $350.00 price objective on Valero Energy in a report on Monday. The Goldman Sachs Group raised their target price on Valero Energy from $286.00 to $357.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Scotiabank boosted their price target on Valero Energy from $178.00 to $226.00 and gave the company a “sector outperform” rating in a research note on Wednesday, April 22nd. Piper Sandler reaffirmed an “overweight” rating and set a $329.00 price target on shares of Valero Energy in a research report on Thursday, July 23rd. Finally, Barclays increased their price objective on shares of Valero Energy from $279.00 to $323.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $288.00.

Insider Buying and Selling at Valero Energy

In other news, SVP Eric A. Fisher sold 7,500 shares of the stock in a transaction on Monday, June 29th. The shares were sold at an average price of $268.17, for a total value of $2,011,275.00. Following the completion of the sale, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.36% of the stock is currently owned by insiders.

About Valero Energy

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.