Applied Finance Capital Management LLC Sells 21,845 Shares of Valero Energy Corporation $VLO

Applied Finance Capital Management LLC trimmed its position in Valero Energy Corporation (NYSE:VLO) by 19.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 93,338 shares of the oil and gas company’s stock after selling 21,845 shares during the period. Applied Finance Capital Management LLC’s holdings in Valero Energy were worth $15,194,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of VLO. Rakuten Investment Management Inc. purchased a new position in Valero Energy during the 3rd quarter worth $4,534,000. National Pension Service raised its holdings in shares of Valero Energy by 3.6% during the third quarter. National Pension Service now owns 491,134 shares of the oil and gas company’s stock valued at $83,620,000 after acquiring an additional 17,165 shares during the last quarter. Barclays PLC raised its holdings in shares of Valero Energy by 5.3% during the third quarter. Barclays PLC now owns 4,143,672 shares of the oil and gas company’s stock valued at $705,502,000 after acquiring an additional 209,597 shares during the last quarter. Beacon Investment Advisory Services Inc. grew its position in shares of Valero Energy by 33.5% in the fourth quarter. Beacon Investment Advisory Services Inc. now owns 42,376 shares of the oil and gas company’s stock valued at $6,898,000 after purchasing an additional 10,634 shares in the last quarter. Finally, CWA Asset Management Group LLC grew its position in shares of Valero Energy by 359.0% in the fourth quarter. CWA Asset Management Group LLC now owns 14,243 shares of the oil and gas company’s stock valued at $2,319,000 after purchasing an additional 11,140 shares in the last quarter. 78.69% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Valero Energy

In other Valero Energy news, SVP Eric A. Fisher sold 8,311 shares of Valero Energy stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $227.69, for a total value of $1,892,331.59. Following the transaction, the senior vice president owned 42,242 shares in the company, valued at approximately $9,618,080.98. The trade was a 16.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.36% of the company’s stock.

Valero Energy Stock Performance

Shares of NYSE VLO opened at $250.34 on Friday. The firm’s 50-day moving average price is $238.98 and its two-hundred day moving average price is $201.68. The stock has a market capitalization of $74.33 billion, a P/E ratio of 18.19, a P/E/G ratio of 0.34 and a beta of 0.58. The company has a quick ratio of 1.15, a current ratio of 1.58 and a debt-to-equity ratio of 0.39. Valero Energy Corporation has a 52-week low of $125.10 and a 52-week high of $258.43.

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, beating analysts’ consensus estimates of $3.16 by $1.06. The company had revenue of $32.38 billion for the quarter, compared to analysts’ expectations of $31.38 billion. Valero Energy had a return on equity of 15.94% and a net margin of 3.37%.The business’s revenue for the quarter was up 7.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.89 earnings per share. As a group, sell-side analysts forecast that Valero Energy Corporation will post 28.18 earnings per share for the current year.

Valero Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Thursday, May 21st will be paid a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Thursday, May 21st. Valero Energy’s dividend payout ratio (DPR) is currently 34.88%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on VLO shares. TD Cowen lifted their target price on Valero Energy from $255.00 to $276.00 and gave the company a “hold” rating in a report on Monday, May 4th. Wolfe Research reaffirmed an “underperform” rating and issued a $203.00 price objective on shares of Valero Energy in a report on Tuesday, April 21st. Scotiabank lifted their price objective on Valero Energy from $178.00 to $226.00 and gave the stock a “sector outperform” rating in a research report on Wednesday, April 22nd. Weiss Ratings raised Valero Energy from a “hold (c)” rating to a “buy (b-)” rating in a research note on Monday, May 4th. Finally, Wells Fargo & Company increased their price target on Valero Energy from $220.00 to $292.00 and gave the stock an “overweight” rating in a research note on Tuesday, March 31st. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $237.94.

Valero Energy News Summary

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

• Positive Sentiment: Scotiabank raised its earnings estimates for Valero Energy, lifting FY2026 EPS to $27.10 from $25.85 and FY2027 EPS to $26.15 from $24.80, while keeping a Sector Outperform rating and a $226 target price.
• Positive Sentiment: Several recent writeups highlighted Valero’s refining flexibility, higher export volumes, and strong margins, saying tight global fuel supply continues to support profitability and has helped drive the stock’s strong year-long outperformance. Yahoo Finance article
• Positive Sentiment: Market commentary also pointed to a historic SPR-related pricing dislocation creating an arbitrage opportunity for refiners like Valero, which could support near-term refining economics. MarketBeat article
• Neutral Sentiment: Analyst-target articles suggest Wall Street remains moderately optimistic, but they do not add a new catalyst beyond the already favorable refining backdrop. Barchart article

Valero Energy 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.