Valero Energy Corporation $VLO Shares Purchased by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. raised its stake in shares of Valero Energy Corporation (NYSE:VLO) by 24.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 565,171 shares of the oil and gas company’s stock after buying an additional 112,118 shares during the period. Robeco Institutional Asset Management B.V. owned approximately 0.19% of Valero Energy worth $92,004,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Arrowstreet Capital Limited Partnership bought a new position in shares of Valero Energy during the 3rd quarter valued at about $275,239,000. Allspring Global Investments Holdings LLC boosted its position in shares of Valero Energy by 17.7% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 1,706,187 shares of the oil and gas company’s stock valued at $286,076,000 after purchasing an additional 256,373 shares in the last quarter. Franklin Resources Inc. boosted its position in shares of Valero Energy by 5.0% during the 3rd quarter. Franklin Resources Inc. now owns 5,273,517 shares of the oil and gas company’s stock valued at $897,869,000 after purchasing an additional 249,195 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its position in shares of Valero Energy by 13.3% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,929,599 shares of the oil and gas company’s stock valued at $328,534,000 after purchasing an additional 226,167 shares in the last quarter. Finally, Voloridge Investment Management LLC boosted its position in shares of Valero Energy by 96.5% during the 3rd quarter. Voloridge Investment Management LLC now owns 444,919 shares of the oil and gas company’s stock valued at $75,752,000 after purchasing an additional 218,448 shares in the last quarter. Institutional investors and hedge funds own 78.69% of the company’s stock.

Wall Street Analysts Forecast Growth

VLO has been the subject of several research reports. Raymond James Financial raised their price objective on shares of Valero Energy from $215.00 to $290.00 and gave the company a “strong-buy” rating in a research report on Wednesday, March 25th. Morgan Stanley raised their price objective on shares of Valero Energy from $175.00 to $180.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 27th. Zacks Research cut shares of Valero Energy from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 20th. Scotiabank raised shares of Valero Energy to a “strong-buy” rating in a research report on Friday, March 27th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Valero Energy from $197.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, January 8th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $227.73.

Key Stories Impacting Valero Energy

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

• Positive Sentiment: Analysts raised VLO price targets and recommendations, lifting sentiment and signaling likely near-term upside. Valero Energy (VLO) price target increased by 11.93% to 237.03
• Positive Sentiment: Barclays published a note expecting VLO shares to rise, adding institutional endorsement that supports buying interest. Valero Energy (NYSE:VLO) Stock Price Expected to Rise, Barclays Analyst Says
• Positive Sentiment: Piper Sandler forecasted strong price appreciation for VLO, echoing the bullish analyst trend and reinforcing momentum trades into refiners. Piper Sandler Forecasts Strong Price Appreciation for Valero Energy (NYSE:VLO) Stock
• Positive Sentiment: UBS initiated/maintained a Buy on VLO, adding another buy-side endorsement that can spur inflows. Valero Energy (VLO) Receives a Buy from UBS
• Positive Sentiment: Erste Group raised FY2026–FY2027 EPS estimates materially, implying stronger forward earnings power than consensus — a fundamental tailwind for valuation.
• Positive Sentiment: Short interest dropped ~25.9% in March to ~10.37M shares (≈3.5% of shares), lowering the days-to-cover to ~2.0 and indicating short-covering/positioning that can lift the stock.
• Neutral Sentiment: Media pieces (Zacks, MarketBeat, Yahoo) highlight strong investor attention and VLO’s momentum/refiner sector leadership after geopolitical-driven crack-spread tailwinds; useful context for investors but not an immediate catalyst by itself. Valero Energy (VLO) is a Top-Ranked Momentum Stock
• Negative Sentiment: Operational risk: a blast at Valero’s Port Arthur refinery destroyed the diesel hydrotreater control room, creating potential downtime, repair costs and near-term production disruption. Valero’s Port Arthur refinery blast destroyed diesel hydrotreater control room – Reuters
• Negative Sentiment: Shares sold off in an April 8 session amid a market uptick, reflecting sensitivity to headline risk and short-term profit-taking after a strong run. Valero Energy (VLO) Stock Falls Amid Market Uptick

Valero Energy Stock Up 0.0%

VLO stock opened at $238.94 on Monday. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.64 and a quick ratio of 1.11. The firm has a market capitalization of $71.45 billion, a P/E ratio of 31.27, a P/E/G ratio of 0.52 and a beta of 0.62. The company’s 50 day simple moving average is $221.09 and its 200-day simple moving average is $189.67. Valero Energy Corporation has a 52-week low of $106.11 and a 52-week high of $258.43.

Valero Energy (NYSE:VLO) last posted its quarterly earnings results on Thursday, January 29th. The oil and gas company reported $3.82 EPS for the quarter, topping the consensus estimate of $3.27 by $0.55. The business had revenue of $30.37 billion during the quarter, compared to analysts’ expectations of $28.20 billion. Valero Energy had a net margin of 1.91% and a return on equity of 12.35%. The firm’s quarterly revenue was down 1.2% compared to the same quarter last year. During the same period last year, the company posted $0.64 earnings per share. As a group, equities research analysts anticipate that Valero Energy Corporation will post 7.92 EPS for the current year.

Valero Energy Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 9th. Investors of record on Thursday, February 5th were issued a dividend of $1.20 per share. This is an increase from Valero Energy’s previous quarterly dividend of $1.13. This represents a $4.80 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Thursday, February 5th. Valero Energy’s dividend payout ratio is 62.83%.

Insider Activity at Valero Energy

In related news, SVP Eric A. Fisher sold 400 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $238.60, for a total transaction of $95,440.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.36% of the company’s stock.

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.