SVB Wealth LLC Decreases Stock Holdings in Valero Energy Corporation $VLO

SVB Wealth LLC decreased its stake in shares of Valero Energy Corporation (NYSE:VLO) by 29.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,913 shares of the oil and gas company’s stock after selling 8,374 shares during the period. SVB Wealth LLC’s holdings in Valero Energy were worth $3,242,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. JPL Wealth Management LLC purchased a new stake in Valero Energy during the 3rd quarter valued at $27,000. Torren Management LLC bought a new position in shares of Valero Energy during the 4th quarter valued at $30,000. Cypress Capital Management LLC WY purchased a new position in shares of Valero Energy in the 3rd quarter worth $34,000. Triumph Capital Management bought a new stake in shares of Valero Energy in the third quarter worth $35,000. Finally, Physician Wealth Advisors Inc. grew its holdings in shares of Valero Energy by 145.3% in the third 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 period. Hedge funds and other institutional investors own 78.69% of the company’s stock.

Valero Energy Stock Performance

Shares of VLO opened at $240.81 on Monday. The business has a 50-day simple moving average of $234.82 and a two-hundred day simple moving average of $198.52. The company has a quick ratio of 1.15, a current ratio of 1.58 and a debt-to-equity ratio of 0.39. Valero Energy Corporation has a 52 week low of $121.41 and a 52 week high of $258.43. The stock has a market cap of $71.50 billion, a price-to-earnings ratio of 17.50, a PEG ratio of 0.34 and a beta of 0.58.

Valero Energy (NYSE:VLO) last posted its quarterly earnings data on Thursday, April 30th. The oil and gas company reported $4.22 earnings per share for the quarter, beating analysts’ consensus estimates of $3.16 by $1.06. The firm had revenue of $32.38 billion for the quarter, compared to analysts’ expectations of $31.38 billion. Valero Energy had a return on equity of 15.94% and a net margin of 3.37%.The business’s quarterly revenue was up 7.0% on a year-over-year basis. During the same period in the previous year, the firm earned $0.89 EPS. On average, analysts expect that Valero Energy Corporation will post 28.02 EPS for the current year.

Valero Energy Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Thursday, May 21st will be issued a dividend of $1.20 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $4.80 annualized dividend and a yield of 2.0%. Valero Energy’s payout ratio is currently 34.88%.

Trending Headlines about Valero Energy

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

• Positive Sentiment: Valero was highlighted on “best low-beta” stock screens, suggesting investors may be rotating into steadier, less volatile names during market turbulence. Best Low-Beta Stocks to Own Right Away: LQDA, CBOE, VLO & FANG
• Positive Sentiment: Analysts at Erste Group raised FY2027 EPS estimates for Valero, signaling improving earnings expectations. Valero Energy estimate update
• Positive Sentiment: Morgan Stanley lifted its price target on Valero to $232 from $222, pointing to stronger-than-expected first-quarter results and reinforcing a constructive view on the stock. Morgan Stanley Raises its Price Target on Valero Energy (VLO) to $232
• Positive Sentiment: Valero was added to a Zacks Rank #1 “Strong Buy” growth list, which can draw momentum and growth-oriented investors. Best Growth Stocks to Buy for May 7th
• Positive Sentiment: The company declared a quarterly cash dividend of $1.20 per share, confirming shareholder returns and supporting income-investor demand. Valero Energy Corporation Declares Regular Cash Dividend on Common Stock
• Neutral Sentiment: Valero also appeared in PEG-driven “GARP” stock roundups, highlighting its mix of value and growth but offering no new company-specific catalyst. Zacks.com featured highlights include Dow, Valero Energy, Ultrapar Participacoes and Nexa Resources

Analyst Ratings Changes

VLO has been the topic of a number of recent research reports. Weiss Ratings raised Valero Energy from a “hold (c)” rating to a “buy (b-)” rating in a report on Monday, May 4th. The Goldman Sachs Group upped their price target on shares of Valero Energy from $203.00 to $237.00 and gave the company a “buy” rating in a research report on Thursday, March 12th. Morgan Stanley raised their price objective on shares of Valero Energy from $182.00 to $222.00 and gave the stock an “equal weight” rating in a report on Friday, April 24th. Citigroup boosted their target price on shares of Valero Energy from $246.00 to $259.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Finally, Wall Street Zen raised shares of Valero Energy from a “buy” rating to a “strong-buy” rating in a report on Saturday, April 4th. 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 given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $237.94.

Insider Buying and Selling at Valero Energy

In other news, SVP Eric A. Fisher sold 8,311 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $227.69, for a total value of $1,892,331.59. Following the completion of the sale, the senior vice president directly owned 42,242 shares of the company’s stock, valued at $9,618,080.98. This represents a 16.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.36% of the stock is currently owned by insiders.

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.