Valero Energy Corporation $VLO Shares Acquired by Waverly Advisors LLC

Waverly Advisors LLC increased its position in shares of Valero Energy Corporation (NYSE:VLO) by 36.1% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,899 shares of the oil and gas company’s stock after purchasing an additional 4,480 shares during the period. Waverly Advisors LLC’s holdings in Valero Energy were worth $4,175,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in VLO. Cumberland Partners Ltd purchased a new stake in Valero Energy in the 1st quarter valued at approximately $1,137,000. Entropy Technologies LP raised its stake in shares of Valero Energy by 434.9% during the 1st quarter. Entropy Technologies LP now owns 57,368 shares of the oil and gas company’s stock worth $14,174,000 after buying an additional 46,644 shares in the last quarter. Healthcare of Ontario Pension Plan Trust Fund lifted its holdings in shares of Valero Energy by 158.6% in the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 419,159 shares of the oil and gas company’s stock valued at $103,566,000 after buying an additional 257,102 shares during the period. Bollard Group LLC lifted its holdings in shares of Valero Energy by 17.3% in the 1st quarter. Bollard Group LLC now owns 73,212 shares of the oil and gas company’s stock valued at $18,089,000 after buying an additional 10,816 shares during the period. Finally, Compound Planning Inc. boosted its stake in shares of Valero Energy by 1.6% in the first quarter. Compound Planning Inc. now owns 12,238 shares of the oil and gas company’s stock valued at $3,024,000 after buying an additional 191 shares in the last quarter. Hedge funds and other institutional investors own 78.69% of the company’s stock.

Valero Energy Price Performance

Shares of NYSE:VLO opened at $299.32 on Wednesday. The business’s 50 day simple moving average is $266.89 and its 200-day simple moving average is $236.48. The firm has a market capitalization of $88.88 billion, a price-to-earnings ratio of 21.75, a price-to-earnings-growth ratio of 0.20 and a beta of 0.55. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.58 and a quick ratio of 1.15. Valero Energy Corporation has a 12 month low of $130.78 and a 12 month high of $320.24.

Valero Energy (NYSE:VLO) last released its quarterly earnings results on Thursday, April 30th. The oil and gas company reported $4.22 earnings per share for the quarter, topping analysts’ consensus estimates of $3.16 by $1.06. Valero Energy had a return on equity of 15.94% and a net margin of 3.37%.The business had revenue of $32.38 billion for the quarter, compared to analysts’ expectations of $31.38 billion. During the same quarter in the prior year, the firm posted $0.89 EPS. The company’s revenue was up 7.0% compared to the same quarter last year. As a group, equities analysts forecast that Valero Energy Corporation will post 36.46 earnings per share for the current fiscal year.

Valero Energy Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Friday, July 31st will be given a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Friday, July 31st. Valero Energy’s payout ratio is presently 34.88%.

Valero Energy News Roundup

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

• Positive Sentiment: Elevated gasoline and diesel crack spreads, along with resilient fuel demand, are expected to support Valero’s second-quarter results for the period ended June 2026. Strong refining margins could lead to results that meet or exceed Wall Street expectations. Valero Energy Q2 Earnings on Deck: What’s in Store for the Stock?
• Positive Sentiment: Refiners including VLO have benefited from disruptions linked to Iran-related tensions, which have contributed to tighter fuel markets and unusually strong crack spreads. Buybacks and dividends add to the sector’s shareholder-return appeal. Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There?
• Positive Sentiment: Higher oil prices related to geopolitical tensions and rising energy demand are helping keep energy stocks, including Valero, in focus as investors look for companies that can benefit from constrained supply. Oil Prices Are Surging and These 4 Stocks Are Cashing In
• Neutral Sentiment: Analysts are concentrating on Valero’s revenue, earnings and operating metrics ahead of the quarterly release. The estimates create the potential for a positive or negative earnings reaction depending on the size of any beat or miss. Gear Up for Valero Energy Q2 Earnings: Wall Street Estimates for Key Metrics
• Negative Sentiment: High crude costs could pressure refining spreads, while volatility in Valero’s renewable diesel business may make earnings less predictable. These risks could limit further upside if margins normalize or the company’s results fall short of elevated expectations. Valero Energy Q2 Earnings on Deck: What’s in Store for the Stock?

Insiders Place Their Bets

In other news, SVP Eric A. Fisher sold 7,500 shares of the firm’s stock in a transaction on Monday, June 29th. The stock was sold at an average price of $268.17, for a total value of $2,011,275.00. Following the completion of the transaction, the senior vice president owned 19,742 shares in the company, valued at $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 SEC, which is available through the SEC website. Company insiders own 0.36% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Citigroup upped their price objective on Valero Energy from $259.00 to $302.00 and gave the stock a “neutral” rating in a report on Tuesday, July 14th. Scotiabank raised their target price on Valero Energy from $178.00 to $226.00 and gave the company a “sector outperform” rating in a report on Wednesday, April 22nd. Morgan Stanley boosted their target price on shares of Valero Energy from $232.00 to $255.00 and gave the stock an “equal weight” rating in a research report on Friday, June 12th. Mizuho upped their price target on shares of Valero Energy from $222.00 to $289.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 27th. Finally, Wolfe Research reiterated an “underperform” rating and issued a $203.00 price target on shares of Valero Energy in a report on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Valero Energy has an average rating of “Moderate Buy” and a consensus price target of $266.71.

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.