Valero Energy Corporation $VLO Stake Lowered by Kwmg LLC

Kwmg LLC trimmed its stake in shares of Valero Energy Corporation (NYSE:VLO) by 3.1% during the second quarter, Holdings Channel reports. The firm owned 67,782 shares of the oil and gas company’s stock after selling 2,150 shares during the period. Valero Energy comprises about 1.3% of Kwmg LLC’s holdings, making the stock its 27th largest position. Kwmg LLC’s holdings in Valero Energy were worth $17,653,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Whipplewood Advisors LLC grew its stake in Valero Energy by 3,400.0% during the 1st quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company’s stock worth $26,000 after buying an additional 102 shares during the last quarter. JPL Wealth Management LLC bought a new stake in Valero Energy in the third quarter valued at $27,000. Financial Life Planners acquired a new position in shares of Valero Energy during the first quarter valued at $28,000. Valued Wealth Advisors LLC boosted its holdings in shares of Valero Energy by 134.0% during the first quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock valued at $29,000 after acquiring an additional 67 shares during the period. Finally, Torren Management LLC bought a new position in shares of Valero Energy during the fourth quarter worth about $30,000. Institutional investors and hedge funds own 78.69% of the company’s stock.

Key Stories Impacting Valero Energy

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

• Positive Sentiment: Valero’s completed share-repurchase program provides shareholder support, while its second-quarter and first-half 2026 results establish a strong recent operating backdrop. However, the market is weighing those benefits against the stock’s valuation. Valero Energy Buyback And Results Leave Valuation Looking Finely Balanced
• Positive Sentiment: Zacks Research upgraded VLO from “hold” to “strong-buy,” adding a favorable near-term analyst signal. Zacks.com
• Positive Sentiment: Additional research highlights Valero’s growth, flexible crude sourcing, potentially favorable crude costs and strong balance sheet. Wall Street’s average brokerage recommendation is also bullish, although investors should treat sell-side ratings cautiously. Why Valero Energy Is a Strong Growth Stock Is It Worth Investing in Valero Energy Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Valero shares had a positive 90-day performance and exceptionally strong five-year total return, but their recent seven-day return declined, suggesting some profit-taking following the prior rally. Valero Energy Buyback And Results Leave Valuation Looking Finely Balanced
• Negative Sentiment: Valero underperformed other energy companies in the latest session, indicating weaker near-term investor demand relative to peers. Valero Energy Stock Underperforms Friday
• Negative Sentiment: Valero trades at about 6.44 times trailing EBITDA, above the industry average of 5.77 times. The premium valuation may limit further upside or prompt investors to wait for a better entry point. Valero Energy Stock Buy at a Premium or Wait for a Better Entry Point?

Insider Transactions at Valero Energy

In other Valero Energy news, SVP Eric A. Fisher sold 7,500 shares of the stock in a transaction on Monday, June 29th. The stock was sold at an average price of $268.17, for a total transaction of $2,011,275.00. Following the completion of the transaction, the senior vice president directly owned 19,742 shares of the company’s stock, valued at approximately $5,294,212.14. This trade represents a 27.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.36% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Zacks Research raised shares of Valero Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday. Citigroup upped their target price on shares of Valero Energy from $259.00 to $302.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 14th. UBS Group raised their price target on shares of Valero Energy from $280.00 to $355.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Jefferies Financial Group set a $350.00 price objective on Valero Energy in a research report on Monday. Finally, The Goldman Sachs Group increased their price objective on Valero Energy from $286.00 to $357.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Valero Energy currently has a consensus rating of “Moderate Buy” and a consensus target price of $288.00.

Valero Energy Stock Performance

Shares of VLO opened at $297.94 on Friday. The firm has a market capitalization of $88.47 billion, a PE ratio of 12.36, a P/E/G ratio of 0.21 and a beta of 0.55. The company has a quick ratio of 1.23, a current ratio of 1.64 and a debt-to-equity ratio of 0.37. The firm has a 50-day moving average price of $276.61 and a 200 day moving average price of $242.90. Valero Energy Corporation has a 52-week low of $130.78 and a 52-week high of $320.24.

Valero Energy (NYSE:VLO) last issued its quarterly earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share for the quarter, topping analysts’ consensus estimates of $10.11 by $2.43. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The company had revenue of $44.48 billion during the quarter, compared to analyst estimates of $39.47 billion. During the same period in the prior year, the business posted $2.28 EPS. The business’s revenue for the quarter was up 48.8% compared to the same quarter last year. On average, sell-side analysts anticipate that Valero Energy Corporation will post 39.55 earnings per share for the current fiscal year.

Valero Energy Announces Dividend

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 $1.20 dividend. 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 dividend payout ratio is 19.92%.

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.