Concorde Asset Management LLC Takes Position in Valero Energy Corporation $VLO

Concorde Asset Management LLC purchased a new stake in shares of Valero Energy Corporation (NYSE:VLOFree Report) in the second quarter, HoldingsChannel.com reports. The fund purchased 1,502 shares of the oil and gas company’s stock, valued at approximately $391,000.

A number of other large investors have also recently added to or reduced their stakes in the business. Whipplewood Advisors LLC grew its position in shares of Valero Energy by 3,400.0% in the first quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company’s stock valued at $26,000 after purchasing an additional 102 shares during the last quarter. Financial Life Planners acquired a new position in shares of Valero Energy in the first quarter valued at approximately $28,000. Valued Wealth Advisors LLC lifted its stake in shares of Valero Energy by 134.0% during the first quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock valued at $29,000 after buying an additional 67 shares during the period. Global Assets Advisory LLC acquired a new stake in Valero Energy during the first quarter worth approximately $33,000. Finally, JPL Wealth Management LLC purchased a new stake in Valero Energy in the 3rd quarter worth approximately $27,000. 78.69% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Valero Energy

In related news, SVP Eric A. Fisher sold 7,500 shares of Valero Energy stock in a transaction on 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 $5,294,212.14. The trade was a 27.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.36% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on VLO shares. The Goldman Sachs Group increased their price target on Valero Energy from $286.00 to $357.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. UBS Group lifted their price objective on Valero Energy from $280.00 to $355.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Wells Fargo & Company increased their target price on Valero Energy from $292.00 to $356.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Zacks Research raised Valero Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, August 4th. Finally, Morgan Stanley lifted their price target on Valero Energy from $232.00 to $255.00 and gave the company an “equal weight” rating in a report on Friday, June 12th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $288.00.

View Our Latest Stock Analysis on VLO

Valero Energy Stock Performance

Shares of NYSE:VLO opened at $346.90 on Friday. The company has a market cap of $99.88 billion, a P/E ratio of 14.39, a PEG ratio of 0.23 and a beta of 0.55. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.23 and a current ratio of 1.64. Valero Energy Corporation has a one year low of $149.52 and a one year high of $353.00. The business’s 50-day simple moving average is $301.22 and its 200 day simple moving average is $258.41.

Valero Energy (NYSE:VLOGet Free Report) last issued its quarterly earnings data 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. The company had revenue of $44.48 billion during the quarter, compared to the consensus estimate of $39.47 billion. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. Valero Energy’s revenue for the quarter was up 48.8% on a year-over-year basis. During the same quarter last year, the company earned $2.28 earnings per share. On average, sell-side analysts forecast that Valero Energy Corporation will post 40.62 earnings per share for the current fiscal year.

Valero Energy Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Friday, July 31st will be issued a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Friday, July 31st. Valero Energy’s dividend payout ratio (DPR) is presently 19.92%.

Trending Headlines about Valero Energy

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

  • Positive Sentiment: Tight global refining capacity, low light-product inventories and supply disruptions are supporting stronger refining margins. Valero’s flexible coastal refinery network is positioned to benefit if these conditions persist. Is Valero Energy Poised to Benefit From a Tight Refining Market?
  • Positive Sentiment: Valero was included in a Zacks list of Rank #1 “Strong Buy” growth stocks, reflecting favorable earnings momentum and growth characteristics. Best Growth Stocks to Buy for August 27th
  • Positive Sentiment: The company’s approximately $7.9 billion cash balance, low leverage and established capital-return program provide financial flexibility. Refinery upgrades could further improve cash generation and shareholder returns. Will Valero’s Excess Cash Translate Into Higher Shareholder Returns?
  • Positive Sentiment: Coverage also points to falling Treasury yields, strong earnings trends and low debt as potential supports for VLO, while Barron’s sees additional upside after the shares more than doubled in 2026 on surging refining margins. 3 Growth Stocks to Buy as Treasury Yields Fall
  • Neutral Sentiment: Valero was highlighted in several investment screens and value-oriented articles, increasing visibility but adding limited new company-specific information.
  • Negative Sentiment: Erste Group Bank AG downgraded Valero from “buy” to “hold.” The move may temper enthusiasm, particularly with the stock trading close to its 52-week high after a substantial rally. Finviz Valero Energy coverage

About Valero Energy

(Free Report)

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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Institutional Ownership by Quarter for Valero Energy (NYSE:VLO)

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