Spectrum Strategic Capital Management LLC Takes $516,000 Position in Valero Energy Corporation $VLO

Spectrum Strategic Capital Management LLC bought a new stake in shares of Valero Energy Corporation (NYSE:VLO) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 3,169 shares of the oil and gas company’s stock, valued at approximately $516,000.

Several other hedge funds have also recently made changes to their positions in VLO. Woodline Partners LP increased its stake in shares of Valero Energy by 40.7% during the first quarter. Woodline Partners LP now owns 26,747 shares of the oil and gas company’s stock valued at $3,532,000 after buying an additional 7,735 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Valero Energy by 13.0% during the second quarter. Sivia Capital Partners LLC now owns 1,929 shares of the oil and gas company’s stock valued at $259,000 after buying an additional 222 shares during the period. Gamco Investors INC. ET AL purchased a new position in shares of Valero Energy during the second quarter valued at approximately $528,000. Sei Investments Co. increased its stake in shares of Valero Energy by 11.3% during the second quarter. Sei Investments Co. now owns 269,043 shares of the oil and gas company’s stock valued at $36,165,000 after buying an additional 27,291 shares during the period. Finally, Treasurer of the State of North Carolina increased its stake in shares of Valero Energy by 0.9% during the second quarter. Treasurer of the State of North Carolina now owns 145,810 shares of the oil and gas company’s stock valued at $19,600,000 after buying an additional 1,338 shares during the period. 78.69% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

VLO has been the topic of several recent research reports. Barclays upped their price target on Valero Energy from $184.00 to $261.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 8th. Wall Street Zen raised Valero Energy from a “buy” rating to a “strong-buy” rating in a research note on Saturday, April 4th. Weiss Ratings raised Valero Energy from a “hold (c)” rating to a “buy (b-)” rating in a research note on Monday, May 4th. Morgan Stanley upped their price target on Valero Energy from $182.00 to $222.00 and gave the stock an “equal weight” rating in a research note on Friday, April 24th. Finally, The Goldman Sachs Group upped their price target on Valero Energy from $203.00 to $237.00 and gave the stock a “buy” rating in a research note on Thursday, March 12th. 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 given a Sell rating to the company. According to MarketBeat.com, Valero Energy currently has a consensus rating of “Moderate Buy” and an average price target of $237.94.

Valero Energy Trading Down 0.2%

Valero Energy stock opened at $250.34 on Monday. The company has a current ratio of 1.58, a quick ratio of 1.15 and a debt-to-equity ratio of 0.39. The business’s fifty day simple moving average is $238.98 and its two-hundred day simple moving average is $201.87. Valero Energy Corporation has a 12 month low of $125.10 and a 12 month high of $258.43. The company has a market capitalization of $74.33 billion, a price-to-earnings ratio of 18.19, a price-to-earnings-growth ratio of 0.35 and a beta of 0.58.

Valero Energy (NYSE:VLO) last released its earnings results on Thursday, April 30th. The oil and gas company reported $4.22 EPS for the quarter, topping the consensus estimate 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 the consensus estimate of $31.38 billion. During the same period in the previous year, the company posted $0.89 earnings per share. The company’s revenue for the quarter was up 7.0% compared to the same quarter last year. As a group, equities analysts predict that Valero Energy Corporation will post 28.26 earnings per share for the current fiscal year.

Valero Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Thursday, May 21st will be issued 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 of this dividend is Thursday, May 21st. Valero Energy’s dividend payout ratio is presently 34.88%.

Insider Activity

In other news, SVP Eric A. Fisher sold 8,311 shares of the company’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $227.69, for a total transaction of $1,892,331.59. Following the transaction, the senior vice president directly owned 42,242 shares of the company’s stock, valued at $9,618,080.98. This represents a 16.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.36% of the stock is currently owned by insiders.

More Valero Energy News

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.