Sequoia Financial Advisors LLC lifted its holdings in Valero Energy Corporation (NYSE:VLO – Free Report) by 9.2% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 27,186 shares of the oil and gas company’s stock after purchasing an additional 2,299 shares during the period. Sequoia Financial Advisors LLC’s holdings in Valero Energy were worth $7,080,000 at the end of the most recent reporting period.
Other hedge funds have also bought and sold shares of the company. Whipplewood Advisors LLC grew its stake in shares of Valero Energy by 3,400.0% during the 1st quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company’s stock valued at $26,000 after acquiring an additional 102 shares during the period. Cornerstone Financial Management LLC lifted its stake in 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 worth $27,000 after purchasing an additional 38 shares in the last quarter. JPL Wealth Management LLC bought a new position in Valero Energy during the third quarter valued at approximately $27,000. Financial Life Planners bought a new position in shares of Valero Energy during the 1st quarter valued at approximately $28,000. Finally, Valued Wealth Advisors LLC grew its stake in shares of Valero Energy by 134.0% in the 1st quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock worth $29,000 after buying an additional 67 shares in the last quarter. Institutional investors own 78.69% of the company’s stock.
Insider Activity
In other news, SVP Eric 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 sale, the senior vice president directly owned 19,742 shares in the company, valued at $5,294,212.14. This trade represents a 27.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.36% of the stock is currently owned by insiders.
Valero Energy News Roundup
- Positive Sentiment: Strong refining margins support profitability. Tight refined-product markets, relatively low diesel inventories and firm distillate demand are improving fuel crack spreads. Valero’s flexible coastal refinery network may allow it to capture these margins while global refining capacity remains constrained. Will Tight Refined Product Markets Support Valero’s Profitability?
- Positive Sentiment: Energy-market tailwinds are lifting the sector. Crude prices above $100 per barrel, amid concerns about shipping attacks and wider Middle East supply disruptions, have supported energy and refining stocks. Valero Energy gains as strong refining margins and energy-market tailwinds support shares
- Positive Sentiment: Recent earnings and estimates remain favorable. Valero’s latest reported quarter produced $12.54 in EPS versus a $10.11 consensus estimate, while revenue rose 48.8% year over year. Erste Group Bank also raised its 2026 EPS forecast to $43.31 from $42.76, above the current consensus estimate of $41.15.
- Positive Sentiment: Analyst and quantitative support add to bullish sentiment. UBS recently raised its price target to $450 while maintaining a Buy rating, and Zacks included VLO among its Rank #1 “Strong Buy” growth stocks. A reported bullish order-flow signal also attracted trading attention. Valero Energy Shares Up 2% After Key Trading Signal
- Neutral Sentiment: Institutional positioning is mixed. Hundreds of institutions added shares in the latest quarter, but several large investors reduced their holdings, including T. Rowe Price, Ameriprise, Victory Capital and Geode.
- Negative Sentiment: Insider selling is a cautionary signal. Valero insiders reportedly made three open-market sales totaling approximately 22,500 shares over the past six months, with no reported purchases. In addition, some published analyst targets remain well below the current share price, highlighting valuation risk if refining margins weaken.
Valero Energy Trading Up 1.4%
Shares of NYSE:VLO opened at $390.81 on Friday. Valero Energy Corporation has a 52-week low of $155.29 and a 52-week high of $399.26. 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 stock has a market cap of $112.53 billion, a price-to-earnings ratio of 16.22, a PEG ratio of 0.43 and a beta of 0.57. The business has a 50-day moving average price of $327.00 and a 200-day moving average price of $271.31.
Valero Energy (NYSE:VLO – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The oil and gas company reported $12.54 EPS for the quarter, beating the consensus estimate of $10.11 by $2.43. The business had revenue of $44.48 billion for the quarter, compared to the consensus estimate of $39.47 billion. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The business’s revenue for the quarter was up 48.8% on a year-over-year basis. During the same period in the prior year, the firm earned $2.28 EPS. Equities analysts predict that Valero Energy Corporation will post 41.22 EPS for the current year.
Valero Energy Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Monday, August 31st. Shareholders of record on Friday, July 31st were given a $1.20 dividend. This represents a $4.80 annualized dividend and a yield of 1.2%. The ex-dividend date was Friday, July 31st. Valero Energy’s dividend payout ratio is currently 19.92%.
Wall Street Analysts Forecast Growth
VLO has been the topic of several analyst reports. TD Cowen boosted their target price on Valero Energy from $338.00 to $350.00 and gave the company a “hold” rating in a research report on Monday, August 3rd. Erste Group Bank downgraded shares of Valero Energy from a “buy” rating to a “hold” rating in a research note on Thursday, August 27th. Zacks Research raised shares of Valero Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, August 4th. UBS Group lifted their price target on Valero Energy from $355.00 to $450.00 and gave the company a “buy” rating in a report on Tuesday. Finally, Jefferies Financial Group set a $350.00 price objective on shares of Valero Energy in a research report on Monday, August 3rd. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Valero Energy presently has an average rating of “Moderate Buy” and a consensus target price of $301.76.
Get Our Latest Stock Report on VLO
About Valero Energy
Valero Energy Corporation is an international energy company headquartered in San Antonio, Texas. Its primary business is refining crude oil into transportation fuels and other products, including gasoline, diesel, jet fuel, asphalt, lubricants and petrochemical feedstocks.
Valero operates refineries and related facilities in the United States, Canada and the United Kingdom, and markets its products through wholesale and commercial channels in North America and other international markets.
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