Redwood Investment Management LLC Buys New Stake in Valero Energy Corporation $VLO

Redwood Investment Management LLC purchased a new position in Valero Energy Corporation (NYSE:VLO) in the 2nd quarter, Holdings Channel.com reports. The firm purchased 4,554 shares of the oil and gas company’s stock, valued at approximately $1,186,000.

Other institutional investors also recently added to or reduced their stakes in the company. Whipplewood Advisors LLC grew its stake in shares of Valero Energy by 3,400.0% in the 1st quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company’s stock valued at $26,000 after purchasing an additional 102 shares during the period. JPL Wealth Management LLC acquired a new stake in Valero Energy in the 3rd quarter valued at $27,000. Financial Life Planners acquired a new stake in Valero Energy in the 1st quarter valued at $28,000. Valued Wealth Advisors LLC grew its position in Valero Energy by 134.0% in 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 stake in Valero Energy in the fourth quarter valued at $30,000. 78.69% of the stock is owned by institutional investors and hedge funds.

Valero Energy Price Performance

Valero Energy stock opened at $348.67 on Thursday. The business’s fifty day moving average is $299.01 and its two-hundred day moving average is $257.39. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.23 and a current ratio of 1.64. The firm has a market cap of $100.39 billion, a P/E ratio of 14.47, a P/E/G ratio of 0.22 and a beta of 0.55. Valero Energy Corporation has a 52 week low of $146.76 and a 52 week high of $353.00.

Valero Energy (NYSE:VLO) last announced its earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share for the quarter, beating analysts’ consensus estimates of $10.11 by $2.43. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.The company had revenue of $44.48 billion during the quarter, compared to analyst estimates of $39.47 billion. During the same period last year, the company posted $2.28 earnings per share. The firm’s quarterly revenue was up 48.8% compared to the same quarter last year. Equities research analysts forecast that Valero Energy Corporation will post 40.62 earnings per share for the current fiscal year.

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 given a $1.20 dividend. This represents a $4.80 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, July 31st. Valero Energy’s dividend payout ratio (DPR) is presently 19.92%.

Key Stories Impacting Valero Energy

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

• Positive Sentiment: Strong refining environment supports earnings: Valero and Marathon Petroleum have more than doubled in 2026 as global refining margins surged amid supply disruptions. Barron’s reportedly sees additional upside for U.S. refiners if favorable market conditions persist. Marathon Petroleum and Valero Energy Have Exploded in 2026, But Barron’s Sees More Upside
• Positive Sentiment: Cash and balance-sheet strength may support shareholder returns: Analysts highlight Valero’s approximately $7.9 billion cash balance, low leverage, and history of capital returns. Refinery upgrades could improve future cash generation and provide flexibility for dividends, buybacks, or debt management. Will Valero’s Excess Cash Translate Into Higher Shareholder Returns?
• Positive Sentiment: Analyst and style-screen support remains favorable: Valero is being promoted as a growth, value, low-beta, and low-leverage idea. Zacks lists VLO among its Strong Buy growth stocks, while the average Wall Street recommendation is equivalent to Buy. Falling Treasury yields may also improve the appeal of financially resilient companies. Best Growth Stocks to Buy for August 25th
• Neutral Sentiment: Valero compares favorably with Marathon Petroleum: Marathon offers a lower valuation and MPLX exposure, but commentary favors Valero for its stronger balance sheet and share-price momentum. Marathon vs. Valero: Which Refining Stock Is the Better Buy Now?
• Negative Sentiment: Valuation creates downside risk: After substantial gains, including strong one- and three-month performance, some analysis questions whether Valero now trades above fair value. Investors may therefore become more sensitive to weaker refining margins or profit-taking. Is Valero Energy Fully Valued as Shares Trade Above Fair Value?

Insiders Place Their Bets

In other Valero Energy news, SVP Eric A. Fisher sold 7,500 shares of the business’s stock in a transaction dated Monday, June 29th. The shares were 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 directly owned 19,742 shares of the company’s stock, valued at approximately $5,294,212.14. The trade was a 27.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Mizuho lifted their price objective on Valero Energy from $289.00 to $300.00 and gave the company a “neutral” rating in a report on Tuesday, August 4th. Jefferies Financial Group set a $350.00 target price on shares of Valero Energy in a research report on Monday, August 3rd. Barclays lifted their price target on shares of Valero Energy from $279.00 to $323.00 and gave the company an “overweight” rating in a report on Friday, July 31st. TD Cowen boosted their price target on shares of Valero Energy from $338.00 to $350.00 and gave the company a “hold” rating in a research report on Monday, August 3rd. Finally, The Goldman Sachs Group upped their price objective on shares of Valero Energy from $286.00 to $357.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $288.00.

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.