Dimensional Fund Advisors LP Has $505.74 Million Holdings in Valero Energy Corporation $VLO

Dimensional Fund Advisors LP reduced its stake in shares of Valero Energy Corporation (NYSE:VLO) by 13.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,970,012 shares of the oil and gas company’s stock after selling 453,511 shares during the quarter. Dimensional Fund Advisors LP’s holdings in Valero Energy were worth $505,737,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Highline Wealth Partners LLC lifted its holdings in Valero Energy by 70.2% during the 3rd quarter. Highline Wealth Partners LLC now owns 160 shares of the oil and gas company’s stock valued at $27,000 after purchasing an additional 66 shares during the last quarter. Hantz Financial Services Inc. increased its holdings in shares of Valero Energy by 1,277.8% during the second quarter. Hantz Financial Services Inc. now owns 248 shares of the oil and gas company’s stock worth $33,000 after buying an additional 230 shares in the last quarter. Global Wealth Strategies & Associates acquired a new position in shares of Valero Energy in the 3rd quarter worth approximately $34,000. Cypress Capital Management LLC WY acquired a new position in shares of Valero Energy in the 3rd quarter worth approximately $34,000. Finally, Physician Wealth Advisors Inc. grew its position in Valero Energy by 145.3% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 211 shares of the oil and gas company’s stock worth $36,000 after acquiring an additional 125 shares during 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 a number of research analyst reports. JPMorgan Chase & Co. lifted their price target on Valero Energy from $197.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, January 8th. Citigroup boosted their target price on shares of Valero Energy from $190.00 to $212.00 and gave the stock a “neutral” rating in a research note on Monday, February 9th. Mizuho reissued a “neutral” rating and set a $192.00 price target (up from $190.00) on shares of Valero Energy in a research note on Friday, December 12th. Weiss Ratings restated a “hold (c)” rating on shares of Valero Energy in a research report on Wednesday, January 21st. Finally, Piper Sandler upped their price objective on Valero Energy from $217.00 to $220.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat, Valero Energy has a consensus rating of “Moderate Buy” and an average target price of $187.67.

Valero Energy Trading Up 3.7%

NYSE:VLO opened at $225.81 on Thursday. The company has a market cap of $68.87 billion, a P/E ratio of 29.56, a price-to-earnings-growth ratio of 1.13 and a beta of 0.70. Valero Energy Corporation has a twelve month low of $99.00 and a twelve month high of $225.96. The business has a 50 day moving average price of $189.14 and a two-hundred day moving average price of $173.71. The company has a quick ratio of 1.11, a current ratio of 1.64 and a debt-to-equity ratio of 0.36.

Valero Energy (NYSE:VLO) last released its earnings results on Thursday, January 29th. The oil and gas company reported $3.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.27 by $0.55. Valero Energy had a return on equity of 12.35% and a net margin of 1.91%.The company’s revenue for the quarter was down 1.2% compared to the same quarter last year. During the same period in the prior year, the company earned $0.64 EPS. As a group, analysts expect that Valero Energy Corporation will post 7.92 EPS for the current fiscal year.

Valero Energy Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 9th. Shareholders of record on Thursday, February 5th will be issued a dividend of $1.20 per share. The ex-dividend date of this dividend is Thursday, February 5th. This represents a $4.80 annualized dividend and a yield of 2.1%. This is a positive change from Valero Energy’s previous quarterly dividend of $1.13. Valero Energy’s payout ratio is 62.83%.

Trending Headlines about Valero Energy

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

• Positive Sentiment: Multi-day rally — Valero has climbed for a seventh straight session, signaling sustained buyer interest and momentum flows into VLO. Valero climbs for a seventh session
• Positive Sentiment: Sector tailwind from higher oil prices — Rising crude amid geopolitical tensions is lifting energy names, supporting Valero’s fundamentals and sentiment as the sector outperforms. Hideout in the Energy Sector? Here are the Top Oil Stocks to Watch
• Positive Sentiment: Analyst and market commentary supportive — Recent coverage highlights VLO’s outperformance versus the S&P 500 and reinforces a growth/earnings story that is attracting investors. Is Valero Energy Stock Outperforming the S&P 500?
• Neutral Sentiment: Earnings date set — Valero confirmed its Q1 2026 earnings release and conference call for April 30, giving investors a clear upcoming catalyst but no new financial data today. Valero Energy Corporation to Announce First Quarter 2026 Earnings Results on April 30, 2026
• Neutral Sentiment: Near-term price coverage — Several outlets noted VLO’s recent gains and trading strength; these stories reflect momentum but add little new fundamental information. Valero Energy (VLO) Increases Despite Market Slip: Here’s What You Need to Know
• Negative Sentiment: Removed from Goldman Sachs’ conviction list — Goldman Sachs dropped VLO from its US “conviction list,” which can reduce institutional visibility/allocations and is a headwind for sentiment even as other factors remain supportive. ConocoPhillips and Loar added to Goldman Sachs conviction list

Valero Energy Company 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.