Erste Group Bank Predicts Valero Energy FY2026 Earnings

Valero Energy Corporation (NYSE:VLO) – Equities researchers at Erste Group Bank increased their FY2026 earnings per share (EPS) estimates for shares of Valero Energy in a research note issued to investors on Wednesday, October 21st. Erste Group Bank analyst H. Engel now anticipates that the oil and gas company will earn $54.64 per share for the year, up from their prior forecast of $51.71. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for Valero Energy’s current full-year earnings is $56.78 per share. Erste Group Bank also issued estimates for Valero Energy’s FY2027 earnings at $47.61 EPS.

A number of other brokerages have also recently weighed in on VLO. Bank of America lifted their price target on shares of Valero Energy from $395.00 to $414.00 and gave the stock a “neutral” rating in a research report on Friday, October 2nd. TD Cowen increased their price objective on shares of Valero Energy from $375.00 to $400.00 and gave the stock a “hold” rating in a research report on Thursday, October 22nd. Weiss Ratings raised Valero Energy from a “buy (b)” rating to a “buy (b+)” rating in a research report on Thursday, October 8th. Raymond James Financial lifted their price target on shares of Valero Energy from $350.00 to $450.00 and gave the company a “strong-buy” rating in a research note on Monday, September 14th. Finally, Zacks Research raised Valero Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, August 4th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Valero Energy presently has an average rating of “Moderate Buy” and an average price target of $379.94.

Valero Energy Price Performance

Valero Energy stock opened at $386.77 on Monday. The company’s 50 day simple moving average is $394.93 and its 200 day simple moving average is $281.98. Valero Energy has a fifty-two week low of $159.90 and a fifty-two week high of $461.52.

Valero Energy (NYSE:VLO) last posted its quarterly earnings results on Thursday, October 22nd. The oil and gas company reported $23.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $21.17 by $2.73. The company had revenue of $46.10 billion during the quarter, compared to the consensus estimate of $42.71 billion. During the same quarter in the prior year, the business earned $3.66 earnings per share. The firm’s revenue for the quarter was up 43.3% on a year-over-year basis.

Institutional Trading of Valero Energy

Several institutional investors have recently added to or reduced their stakes in the company. Blue Zone Wealth Advisors LLC raised its stake in shares of Valero Energy by 2.4% in the third quarter. Blue Zone Wealth Advisors LLC now owns 1,027 shares of the oil and gas company’s stock valued at $398,000 after purchasing an additional 24 shares in the last quarter. Grove Bank & Trust lifted its holdings in Valero Energy by 1.0% during the 3rd quarter. Grove Bank & Trust now owns 2,608 shares of the oil and gas company’s stock valued at $1,011,000 after purchasing an additional 25 shares during the last quarter. Sigma Planning Corp raised its stake in shares of Valero Energy by 0.4% in the third quarter. Sigma Planning Corp now owns 7,171 shares of the oil and gas company’s stock valued at $2,779,000 after acquiring an additional 29 shares during the last quarter. Cornerstone Financial Management LLC boosted its stake in Valero Energy by 57.6% in the second quarter. Cornerstone Financial Management LLC now owns 104 shares of the oil and gas company’s stock worth $27,000 after purchasing an additional 38 shares in the last quarter. Finally, V Square Quantitative Management LLC lifted its position in Valero Energy by 0.6% during the 1st quarter. V Square Quantitative Management LLC now owns 6,670 shares of the oil and gas company’s stock worth $1,648,000 after buying an additional 42 shares in the last quarter. 78.69% of the stock is currently owned by institutional investors.

Valero Energy News Roundup

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

• Positive Sentiment: Valero declared a regular quarterly cash dividend of $1.20 per share, payable December 21 to shareholders of record November 24. The announcement reinforces the company’s shareholder-return profile. Valero Energy Corporation Declares Regular Cash Dividend on Common Stock
• Positive Sentiment: Recent Zacks commentary continued to identify VLO as a momentum or growth opportunity, citing strong earnings surprises, favorable estimate revisions and robust growth expectations. Seagate and One Momentum Stock to Buy Now for Big Upside
• Neutral Sentiment: Valero’s third-quarter results were substantially stronger than expected, with earnings of roughly $23.90 per share and revenue of $46.1 billion. However, the results were reported several days earlier and appear to have been outweighed by concerns about future refining conditions.
• Negative Sentiment: Freedom Broker downgraded Valero from Hold to Sell, adding fresh pressure after the stock’s major 2026 rally. Valero Energy Drops After Freedom Broker Downgrades to Sell
• Negative Sentiment: Market participants are reassessing refining tailwinds as lower crude prices, potential diplomatic progress in the Middle East and increased Russian diesel production raise concerns that fuel-market tightness and crack spreads could ease. This could reduce refiners’ forward earnings expectations and encourage profit-taking. Valero Energy Shares Fall as Traders Reassess Refining Tailwinds
• Negative Sentiment: Reported insider activity showed selling rather than buying by a senior executive, while Michael Burry has considered reducing holdings whose valuations appear stretched. These signals may have amplified investor caution. Michael Burry Eyes the Exit on Valero

About Valero Energy

Valero Energy Corporation is an international energy company headquartered in San Antonio, Texas. The company’s primary business is refining and marketing transportation fuels, including gasoline, diesel, jet fuel and other products used by commercial, industrial and consumer customers.

Valero operates refineries in the United States, Canada and the United Kingdom. Its refining operations also produce asphalt, petrochemical feedstocks and other petroleum-based products. The company markets fuel through wholesale channels and branded retail networks, including Valero, Beacon and Shamrock-branded locations.

In addition to conventional refining, Valero has businesses focused on renewable fuels.