127,156 Shares in Valero Energy Corporation $VLO Acquired by Public Employees Retirement System of Ohio

Posted by Francis Steltz on Aug 29th, 2026

Public Employees Retirement System of Ohio purchased a new stake in Valero Energy Corporation (NYSE:VLO – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 127,156 shares of the oil and gas company’s stock, valued at approximately $33,117,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Valero Energy in the fourth quarter valued at $1,111,542,000. Bank of America Corp DE bought a new position in shares of Valero Energy in the second quarter valued at about $1,195,943,000. Arrowstreet Capital Limited Partnership acquired a new stake in shares of Valero Energy during the 3rd quarter worth about $275,239,000. Pacer Advisors Inc. boosted its holdings in shares of Valero Energy by 2,635.7% during the 4th quarter. Pacer Advisors Inc. now owns 950,527 shares of the oil and gas company’s stock worth $154,736,000 after buying an additional 915,782 shares during the period. Finally, Amundi grew its stake in Valero Energy by 45.3% in the 1st quarter. Amundi now owns 2,584,976 shares of the oil and gas company’s stock valued at $638,695,000 after buying an additional 806,018 shares during the last quarter. 78.69% of the stock is owned by institutional investors.

Key Headlines Impacting Valero Energy

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

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Citigroup increased their price target on shares of Valero Energy from $259.00 to $302.00 and gave the company a “neutral” rating in a report on Tuesday, July 14th. The Goldman Sachs Group upped their target price on Valero Energy from $286.00 to $357.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. UBS Group increased their target price on Valero Energy from $280.00 to $355.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Barclays lifted their price target on Valero Energy from $279.00 to $323.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Finally, Erste Group Bank downgraded Valero Energy from a “buy” rating to a “hold” rating in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $288.00.

Check Out Our Latest Stock Analysis on Valero Energy

Valero Energy Price Performance

NYSE:VLO opened at $352.66 on Friday. Valero Energy Corporation has a 52 week low of $150.10 and a 52 week high of $353.00. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.23 and a current ratio of 1.64. The firm’s 50-day simple moving average is $303.55 and its 200 day simple moving average is $259.07. The firm has a market cap of $101.54 billion, a price-to-earnings ratio of 14.63, a P/E/G ratio of 0.23 and a beta of 0.55.

Valero Energy (NYSE:VLO – Get Free Report) last posted its quarterly earnings data 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 net margin of 5.17% and a return on equity of 26.74%. The firm had revenue of $44.48 billion during the quarter, compared to the consensus estimate of $39.47 billion. During the same quarter in the previous year, the firm posted $2.28 EPS. The business’s revenue for the quarter was up 48.8% compared to the same quarter last year. As a group, sell-side analysts predict that Valero Energy Corporation will post 40.62 earnings per share for the current year.

Valero Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Stockholders 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 dividend yield of 1.4%. The ex-dividend date is Friday, July 31st. Valero Energy’s payout ratio is presently 19.92%.

Insider Activity

In related news, SVP Eric A. Fisher sold 7,500 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the senior vice president directly owned 19,742 shares in the company, valued at approximately $5,294,212.14. The trade was a 27.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.36% of the company’s stock.

Valero Energy Profile

(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.