Universal Beteiligungs und Servicegesellschaft mbH Cuts Stock Holdings in Valero Energy Corporation $VLO

Universal Beteiligungs und Servicegesellschaft mbH trimmed its stake in shares of Valero Energy Corporation (NYSE:VLO) by 3.0% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 373,278 shares of the oil and gas company’s stock after selling 11,708 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Valero Energy were worth $61,203,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Highline Wealth Partners LLC lifted its position in Valero Energy by 70.2% during the third quarter. Highline Wealth Partners LLC now owns 160 shares of the oil and gas company’s stock valued at $27,000 after purchasing an additional 66 shares during the last quarter. JPL Wealth Management LLC bought a new position in Valero Energy during the third quarter valued at $27,000. Cypress Capital Management LLC WY bought a new position in Valero Energy during the third quarter valued at $34,000. Triumph Capital Management bought a new position in Valero Energy during the third quarter valued at $35,000. Finally, Accordant Advisory Group Inc lifted its position in Valero Energy by 194.4% during the fourth quarter. Accordant Advisory Group Inc now owns 212 shares of the oil and gas company’s stock valued at $35,000 after purchasing an additional 140 shares during the last quarter. Institutional investors own 78.69% of the company’s stock.

Insider Activity

In related news, SVP Eric A. Fisher sold 400 shares of Valero Energy stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $238.60, for a total transaction of $95,440.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.36% of the company’s stock.

Key Valero Energy News

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

• Positive Sentiment: Zacks added VLO to its Rank #1 (Strong Buy) / momentum lists this morning, a visible retail- and quant-focused endorsement that can attract short‑term buying and ETF/overlay flows. New Strong Buy Stocks for April 22nd
• Positive Sentiment: Analysts and commentators are flagging sustained upside from refinery margins, diesel strength and Valero’s capital returns — Seeking Alpha highlights potential windfall profits, large EBITDA scenarios and a buyback/dividend-driven 14% capital return case that supports higher long-term valuation. Valero: Windfall Profits Lead To 14% Capital Returns
• Positive Sentiment: Macro/refining tailwind — diesel prices have jumped and outlets note Valero as a beneficiary of the spike and of its push into renewable fuels, which supports near‑term earnings and sentiment. Diesel Is Up 50% in Weeks. Here Are 2 Stocks Quietly Benefiting From the Spike.
• Neutral Sentiment: Scotiabank raised its Valero price target sharply (from $178 to $226) and upgraded to “sector outperform” — a positive signal — but the PT still sits slightly below the current share price, making the net impact mixed for immediate upside. Benzinga
• Neutral Sentiment: Broad sector/peer headlines (BP earnings preview, offshore rig revenue notes like Nabors) are worth watching because refining margins and oil prices drive Valero’s earnings sensitivity, but these are indirect and won’t necessarily move VLO alone. Important Factors to Watch Ahead of BP’s Q1 Earnings Release
• Negative Sentiment: Wolfe Research reiterated an “underperform” view and a $203 price target (well below the current level), and related analyst commentary flagged that Valero may be priced for peak margins and unsustainable cash flows — this can pressure sentiment and trigger profit-taking or a re-rating if investors follow the call. Valero: Priced for Peak Margins and Unsustainable Cash Flows, Warranting a Sell Rating

Analyst Upgrades and Downgrades

VLO has been the subject of several research reports. Argus upgraded shares of Valero Energy to a “hold” rating in a research report on Monday, February 2nd. Morgan Stanley increased their price objective on shares of Valero Energy from $175.00 to $180.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 27th. Wolfe Research reiterated an “underperform” rating and set a $203.00 price objective on shares of Valero Energy in a research report on Tuesday. Wall Street Zen upgraded shares of Valero Energy from a “buy” rating to a “strong-buy” rating in a report on Saturday, April 4th. Finally, Piper Sandler raised their target price on shares of Valero Energy from $236.00 to $263.00 and gave the stock an “overweight” rating in a report on Wednesday, April 8th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $228.18.

Valero Energy Price Performance

Valero Energy stock opened at $234.30 on Thursday. The firm has a 50-day moving average price of $227.10 and a 200-day moving average price of $193.15. The firm has a market capitalization of $70.06 billion, a PE ratio of 30.67, a price-to-earnings-growth ratio of 0.46 and a beta of 0.62. The company has a current ratio of 1.64, a quick ratio of 1.11 and a debt-to-equity ratio of 0.36. Valero Energy Corporation has a 12-month low of $110.00 and a 12-month high of $258.43.

Valero Energy (NYSE:VLO) last released its earnings results on Thursday, January 29th. The oil and gas company reported $3.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.27 by $0.55. The firm had revenue of $30.37 billion during the quarter, compared to analyst estimates of $28.20 billion. Valero Energy had a net margin of 1.91% and a return on equity of 12.35%. The business’s revenue was down 1.2% on a year-over-year basis. During the same quarter last year, the business earned $0.64 EPS. As a group, equities research analysts forecast that Valero Energy Corporation will post 19.03 EPS for the current year.

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.