Philadelphia Investment Partners LLC acquired a new position in shares of Valero Energy Corporation (NYSE:VLO – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 2,193 shares of the oil and gas company’s stock, valued at approximately $752,000.
Other hedge funds have also modified their holdings of the company. Sierra Summit Advisors LLC increased its position in shares of Valero Energy by 2,325.2% during the fourth quarter. Sierra Summit Advisors LLC now owns 36,378 shares of the oil and gas company’s stock worth $5,922,000 after purchasing an additional 34,878 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. boosted its position in shares of Valero Energy by 846.9% in the 4th quarter. Meiji Yasuda Asset Management Co Ltd. now owns 14,752 shares of the oil and gas company’s stock valued at $2,401,000 after purchasing an additional 13,194 shares during the period. North Dakota State Investment Board acquired a new stake in shares of Valero Energy in the 4th quarter valued at about $1,743,000. Fort Washington Investment Advisors Inc. OH grew its stake in Valero Energy by 4.2% during the 1st quarter. Fort Washington Investment Advisors Inc. OH now owns 192,430 shares of the oil and gas company’s stock worth $47,546,000 after buying an additional 7,702 shares during the last quarter. Finally, Dymon Asia Capital Singapore PTE. LTD. purchased a new position in Valero Energy during the 4th quarter worth approximately $2,268,000. 78.69% of the stock is currently owned by institutional investors and hedge funds.
Insider Transactions at Valero Energy
In other Valero Energy news, SVP Eric A. Fisher sold 7,500 shares of the business’s 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 transaction, the senior vice president directly 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 filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.36% of the company’s stock.
Valero Energy Stock Up 2.4%
Valero Energy (NYSE:VLO – Get Free Report) last released its earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share (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 business had revenue of $44.48 billion for the quarter, compared to analyst estimates of $39.47 billion. During the same quarter in the previous year, the company posted $2.28 earnings per share. The company’s revenue for the quarter was up 48.8% compared to the same quarter last year. As a group, research analysts expect that Valero Energy Corporation will post 40.62 earnings per share for the current year.
Valero Energy Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Friday, July 31st will be given a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Friday, July 31st. Valero Energy’s dividend payout ratio (DPR) is 19.92%.
Key Headlines Impacting Valero Energy
Here are the key news stories impacting Valero Energy this week:
- Positive Sentiment: Strong refining environment supports earnings: Valero and Marathon Petroleum have more than doubled in 2026 as global refining margins surged amid supply disruptions. Barron’s reportedly sees additional upside for U.S. refiners if favorable market conditions persist. Marathon Petroleum and Valero Energy Have Exploded in 2026, But Barron’s Sees More Upside
- Positive Sentiment: Cash and balance-sheet strength may support shareholder returns: Analysts highlight Valero’s approximately $7.9 billion cash balance, low leverage, and history of capital returns. Refinery upgrades could improve future cash generation and provide flexibility for dividends, buybacks, or debt management. Will Valero’s Excess Cash Translate Into Higher Shareholder Returns?
- Positive Sentiment: Analyst and style-screen support remains favorable: Valero is being promoted as a growth, value, low-beta, and low-leverage idea. Zacks lists VLO among its Strong Buy growth stocks, while the average Wall Street recommendation is equivalent to Buy. Falling Treasury yields may also improve the appeal of financially resilient companies. Best Growth Stocks to Buy for August 25th
- Neutral Sentiment: Valero compares favorably with Marathon Petroleum: Marathon offers a lower valuation and MPLX exposure, but commentary favors Valero for its stronger balance sheet and share-price momentum. Marathon vs. Valero: Which Refining Stock Is the Better Buy Now?
- Negative Sentiment: Valuation creates downside risk: After substantial gains, including strong one- and three-month performance, some analysis questions whether Valero now trades above fair value. Investors may therefore become more sensitive to weaker refining margins or profit-taking. Is Valero Energy Fully Valued as Shares Trade Above Fair Value?
Wall Street Analyst Weigh In
VLO has been the subject of a number of research reports. The Goldman Sachs Group boosted their price objective on Valero Energy from $286.00 to $357.00 and gave the company a “buy” rating in a research note on Wednesday, July 22nd. Wells Fargo & Company raised their target price on shares of Valero Energy from $292.00 to $356.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Piper Sandler reaffirmed an “overweight” rating and issued a $329.00 target price on shares of Valero Energy in a report on Thursday, July 23rd. TD Cowen upped their price target on shares of Valero Energy from $338.00 to $350.00 and gave the company a “hold” rating in a research report on Monday, August 3rd. Finally, Barclays increased their price target 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. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Valero Energy currently has an average rating of “Moderate Buy” and an average target price of $288.00.
Read Our Latest Stock Analysis on Valero Energy
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.
See Also
- Five stocks we like better than Valero Energy
- Williams-Sonoma’s Quarter Gave Bulls More Than Just a Beat-and-Raise
- Alcoa’s Gallium Project Opens a New Door Beyond Aluminum
- Oura’s $16 Billion IPO Could Put a New Price on Wearable Tech
- Can Tesla’s Flying Roadster Distract From Its Real Risks?
Want to see what other hedge funds are holding VLO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Valero Energy Corporation (NYSE:VLO – Free Report).
Receive News & Ratings for Valero Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Valero Energy and related companies with MarketBeat.com's FREE daily email newsletter.
