Erste Group Bank Lifts Earnings Estimates for Valero Energy

Valero Energy Corporation (NYSE:VLO) – Investment analysts at Erste Group Bank boosted their FY2026 earnings per share (EPS) estimates for shares of Valero Energy in a research report issued on Thursday, October 8th. Erste Group Bank analyst H. Engel now anticipates that the oil and gas company will post earnings of $51.71 per share for the year, up from their prior forecast of $48.02. Erste Group Bank has a “Hold” rating on the stock. The consensus estimate for Valero Energy’s current full-year earnings is $51.31 per share. Erste Group Bank also issued estimates for Valero Energy’s FY2027 earnings at $42.23 EPS.

Valero Energy (NYSE:VLO) last announced its quarterly earnings data on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share for the quarter, beating the consensus estimate of $10.11 by $2.43. The firm had revenue of $44.48 billion during the quarter, compared to the consensus estimate of $39.47 billion. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%. The business’s revenue was up 48.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.28 earnings per share.

A number of other equities analysts have also recently issued reports on VLO. Raymond James Financial boosted their price objective on shares of Valero Energy from $350.00 to $450.00 and gave the company a “strong-buy” rating in a research report on Monday, September 14th. Jefferies Financial Group cut their price objective on Valero Energy from $401.00 to $394.00 and set a “hold” rating on the stock in a research report on Thursday, October 8th. TD Cowen boosted 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. Mizuho increased their price objective on Valero Energy from $300.00 to $434.00 and gave the stock a “neutral” rating in a report on Thursday, October 8th. Finally, Barclays raised their target price on shares of Valero Energy from $323.00 to $441.00 and gave the company an “overweight” rating in a research note on Tuesday, October 6th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Valero Energy currently has an average rating of “Moderate Buy” and a consensus target price of $376.62.

Valero Energy Trading Up 4.7%

NYSE:VLO opened at $456.63 on Wednesday. The firm has a market capitalization of $131.48 billion, a P/E ratio of 17.99, a P/E/G ratio of 0.28 and a beta of 0.59. The company has a quick ratio of 1.23, a current ratio of 1.64 and a debt-to-equity ratio of 0.37. The company has a fifty day moving average of $374.20 and a 200 day moving average of $299.88. Valero Energy has a 52 week low of $155.29 and a 52 week high of $457.20.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the stock. Grove Bank & Trust increased its stake in Valero Energy by 1.0% in the 3rd quarter. Grove Bank & Trust now owns 2,608 shares of the oil and gas company’s stock worth $1,011,000 after acquiring an additional 25 shares during the last quarter. Cornerstone Financial Management LLC raised its holdings in shares of Valero Energy by 57.6% in the 2nd quarter. Cornerstone Financial Management LLC now owns 104 shares of the oil and gas company’s stock valued at $27,000 after acquiring an additional 38 shares in the last quarter. V Square Quantitative Management LLC raised its holdings in shares of Valero Energy by 0.6% in the 1st quarter. V Square Quantitative Management LLC now owns 6,670 shares of the oil and gas company’s stock valued at $1,648,000 after acquiring an additional 42 shares in the last quarter. Bouchey Financial Group Ltd. boosted its position in shares of Valero Energy by 4.6% during the 2nd quarter. Bouchey Financial Group Ltd. now owns 1,016 shares of the oil and gas company’s stock valued at $265,000 after acquiring an additional 45 shares during the last quarter. Finally, M.E. Allison & CO. Inc. boosted its position in shares of Valero Energy by 5.8% during the 2nd quarter. M.E. Allison & CO. Inc. now owns 916 shares of the oil and gas company’s stock valued at $239,000 after acquiring an additional 50 shares during the last quarter. 78.69% of the stock is owned by hedge funds and other institutional investors.

Valero Energy Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, August 31st. Stockholders of record on Friday, July 31st were paid a $1.20 dividend. The ex-dividend date was Friday, July 31st. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.1%. Valero Energy’s payout ratio is currently 19.92%.

Trending Headlines about Valero Energy

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

• Positive Sentiment: Citigroup raised its price target for Valero Energy (VLO) from $302 to $485 while maintaining a neutral rating. The higher target recognizes the stock’s improved earnings outlook and refining-market strength, while still implying additional upside. Citigroup Raises Valero Energy Price Target
• Positive Sentiment: A bullish Seeking Alpha analysis identified Valero as a top 2027 pick, citing the possibility that prolonged disruption around the Strait of Hormuz could support fuel prices, refining margins, and Valero’s profitability. Valero Energy Top Pick for 2027
• Positive Sentiment: Zacks added VLO to its Rank #1 “Strong Buy” growth-stock list, reinforcing the view that Valero’s earnings momentum and valuation remain attractive. Zacks Strong Buy Growth Stocks
• Neutral Sentiment: Technical analysis projected a fifth-wave trading range of $453.70 to $479.80, suggesting continued strength but also indicating that the stock is approaching the upper end of the near-term target range. Valero Energy Elliott Wave Outlook
• Neutral Sentiment: DBS reiterated its Hold rating, tempering the more optimistic analyst views. DBS Maintains Hold Rating
• Negative Sentiment: Mizuho raised its price target to $434, but that target remains below the stock’s current trading level, signaling limited near-term upside and valuation concerns. Mizuho Raises Valero Energy Target

Valero Energy Company Profile

Valero Energy Corporation is an international petroleum refining, renewable fuels and marketing company headquartered in San Antonio, Texas. Founded in 1980, the company processes crude oil and other feedstocks into transportation fuels and other products used by commercial, industrial and consumer customers.

Valero’s refined products include gasoline, diesel, jet fuel, asphalt, lubricants and petrochemical feedstocks. The company also produces and markets ethanol and renewable diesel, including through its Diamond Green Diesel joint venture with Darling Ingredients.