Valero Energy (VLO) to Post Quarterly Earnings on Thursday

Valero Energy (NYSE:VLO) is expected to be releasing its Q2 2026 results before the market opens on Thursday, July 30th. Analysts expect Valero Energy to post earnings of $10.13 per share and revenue of $39.4690 billion for the quarter. Investors are encouraged to explore the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Thursday, July 30, 2026 at 10:00 AM ET.

Valero Energy (NYSE:VLO) last issued its earnings results on Thursday, April 30th. The oil and gas company reported $4.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.16 by $1.06. The firm had revenue of $32.38 billion during the quarter, compared to analysts’ expectations of $31.38 billion. Valero Energy had a net margin of 3.37% and a return on equity of 15.94%. The firm’s revenue was up 7.0% compared to the same quarter last year. During the same quarter last year, the company posted $0.89 earnings per share. On average, analysts expect Valero Energy to post $36 EPS for the current fiscal year and $27 EPS for the next fiscal year.

Valero Energy Trading Down 1.8%

NYSE VLO opened at $299.32 on Wednesday. The company has a market capitalization of $88.88 billion, a PE ratio of 21.75, a P/E/G ratio of 0.20 and a beta of 0.55. The company has a fifty day moving average of $266.89 and a 200 day moving average of $236.48. Valero Energy has a 1 year low of $130.78 and a 1 year high of $320.24. 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 Dividend Announcement

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

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. UBS Group reissued a “buy” rating and issued a $280.00 price objective on shares of Valero Energy in a report on Thursday, June 11th. BMO Capital Markets boosted their price target on Valero Energy from $230.00 to $270.00 and gave the company an “outperform” rating in a report on Monday, April 6th. Piper Sandler restated an “overweight” rating and issued a $329.00 price objective on shares of Valero Energy in a research report on Thursday, July 23rd. Scotiabank raised their price objective on shares of Valero Energy from $178.00 to $226.00 and gave the stock a “sector outperform” rating in a research note on Wednesday, April 22nd. Finally, Mizuho lifted their target price on shares of Valero Energy from $222.00 to $289.00 and gave the company a “neutral” rating in a report on Wednesday, May 27th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $266.71.

Insider Activity at Valero Energy

In related news, SVP Eric A. Fisher sold 7,500 shares of Valero Energy stock in a transaction dated 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. The trade was a 27.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.36% of the stock is owned by company insiders.

Institutional Trading of Valero Energy

A number of institutional investors and hedge funds have recently made changes to their positions in VLO. JPL Wealth Management LLC acquired a new position in shares of Valero Energy during the 3rd quarter worth approximately $27,000. Triumph Capital Management purchased a new position in shares of Valero Energy during the 3rd quarter valued at approximately $35,000. IFC & Insurance Marketing Inc. acquired a new stake in Valero Energy in the 4th quarter valued at $41,000. Osterweis Capital Management Inc. grew its stake in Valero Energy by 7,180.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 364 shares of the oil and gas company’s stock valued at $49,000 after acquiring an additional 359 shares during the period. Finally, DV Equities LLC purchased a new stake in Valero Energy in the 4th quarter worth $70,000. 78.69% of the stock is currently owned by hedge funds and other institutional investors.

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.