Valero Energy FY2026 EPS Estimate Lifted by Erste Group Bank

Valero Energy Corporation (NYSE:VLO) – Analysts at Erste Group Bank raised their FY2026 earnings per share (EPS) estimates for shares of Valero Energy in a report released on Wednesday, August 5th. Erste Group Bank analyst H. Engel now anticipates that the oil and gas company will post earnings per share of $42.13 for the year, up from their previous forecast of $33.58. The consensus estimate for Valero Energy’s current full-year earnings is $39.55 per share. Erste Group Bank also issued estimates for Valero Energy’s FY2027 earnings at $25.43 EPS.

Valero Energy (NYSE:VLO) last issued its quarterly earnings results 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. 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 company’s revenue for the quarter was up 48.8% on a year-over-year basis. During the same quarter last year, the company posted $2.28 EPS.

A number of other equities analysts have also commented on the stock. Wolfe Research reissued an “underperform” rating and issued a $203.00 price target on shares of Valero Energy in a report on Tuesday, April 21st. Wells Fargo & Company upped their target price on shares of Valero Energy from $292.00 to $356.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Piper Sandler reissued an “overweight” rating and issued a $329.00 target price on shares of Valero Energy in a research note on Thursday, July 23rd. Raymond James Financial lifted their price target on Valero Energy from $300.00 to $340.00 and gave the stock a “strong-buy” rating in a research note on Monday, July 13th. Finally, Zacks Research upgraded Valero Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 4th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $288.00.

Valero Energy Trading Up 2.8%

Shares of VLO opened at $323.81 on Wednesday. Valero Energy has a 1-year low of $131.52 and a 1-year high of $324.37. The company has a market capitalization of $93.23 billion, a P/E ratio of 13.44, a P/E/G ratio of 0.21 and a beta of 0.55. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.64 and a quick ratio of 1.23. The firm’s 50 day simple moving average is $279.15 and its 200 day simple moving average is $245.19.

Valero Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Friday, July 31st will be paid a $1.20 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $4.80 annualized dividend and a yield of 1.5%. Valero Energy’s payout ratio is currently 19.92%.

Insider Transactions at Valero Energy

In other news, SVP Eric A. Fisher sold 7,500 shares of the firm’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $268.17, for a total transaction of $2,011,275.00. Following the transaction, the senior vice president directly owned 19,742 shares of the company’s stock, valued at approximately $5,294,212.14. This trade represents a 27.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.36% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Valero Energy

Several institutional investors have recently bought and sold shares of the stock. Whipplewood Advisors LLC boosted its stake in shares of Valero Energy by 3,400.0% during the first quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company’s stock valued at $26,000 after purchasing an additional 102 shares during the period. JPL Wealth Management LLC purchased a new position in shares of Valero Energy in the third quarter worth $27,000. Financial Life Planners bought a new stake in Valero Energy during the 1st quarter valued at $28,000. Valued Wealth Advisors LLC boosted its position in Valero Energy by 134.0% during the 1st quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock valued at $29,000 after buying an additional 67 shares during the period. Finally, Torren Management LLC bought a new stake in Valero Energy in the 4th quarter worth $30,000. 78.69% of the stock is currently owned by hedge funds and other institutional investors.

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.