Connor Clark & Lunn Investment Management Ltd. Lowers Stake in Valero Energy Corporation $VLO

Connor Clark & Lunn Investment Management Ltd. cut its holdings in Valero Energy Corporation (NYSE:VLO) by 55.4% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 10,223 shares of the oil and gas company’s stock after selling 12,706 shares during the quarter. Connor Clark & Lunn Investment Management Ltd.’s holdings in Valero Energy were worth $2,662,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Whipplewood Advisors LLC lifted its position 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 acquiring an additional 102 shares during the period. JPL Wealth Management LLC purchased a new stake in shares of Valero Energy during the third quarter worth approximately $27,000. Financial Life Planners acquired a new stake in shares of Valero Energy during the first quarter worth $28,000. Valued Wealth Advisors LLC grew its position in Valero Energy by 134.0% in the 1st quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock valued at $29,000 after buying an additional 67 shares during the last quarter. Finally, Torren Management LLC purchased a new position in Valero Energy in the 4th quarter valued at $30,000. Hedge funds and other institutional investors own 78.69% of the company’s stock.

Insider Transactions at Valero Energy

In other news, SVP Eric A. Fisher sold 7,500 shares of Valero Energy stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $268.17, for a total transaction of $2,011,275.00. Following the completion of the sale, the senior vice president directly owned 19,742 shares in the company, valued at approximately $5,294,212.14. This trade represents a 27.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.36% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have commented on VLO shares. Citigroup upped their price objective 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. Wells Fargo & Company lifted their target price on shares of Valero Energy from $292.00 to $356.00 and gave the company an “overweight” rating in a report on Friday, July 31st. UBS Group increased their price target on shares of Valero Energy from $280.00 to $355.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Zacks Research raised Valero Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 4th. Finally, TD Cowen boosted their target price on Valero Energy from $338.00 to $350.00 and gave the stock a “hold” rating in a research report on Monday, August 3rd. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Valero Energy has an average rating of “Moderate Buy” and a consensus target price of $288.00.

Key Valero Energy News

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

• Positive Sentiment: Tight refining market supports margins: Historically low fuel inventories, limited excess refining capacity and ongoing supply disruptions are creating a favorable environment for higher crack spreads. Valero’s flexible, complex coastal refinery network is well positioned to process various crude grades and supply multiple fuel markets. Valero Energy Looks Well Placed in the Tight Global Refining Market
• Positive Sentiment: Strong second-quarter performance and estimates: Valero’s second-quarter 2026 results reportedly showed substantial year-over-year improvement in adjusted EPS and revenue. Rising consensus estimates and a Zacks Rank #1 (Strong Buy) indicate that analysts are becoming more constructive on the company’s earnings prospects. Did Strong Q2 2026 Earnings and Refining Tailwinds Just Shift Valero Energy’s Investment Narrative?
• Positive Sentiment: Relative market strength and favorable valuation: VLO recently gained while the broader market declined. Its low PEG ratio compared with industry peers may be adding to the stock’s appeal, particularly as refining profitability expectations improve. Valero Energy Gains as Market Dips
• Negative Sentiment: One analyst downgrade: Erste Group Bank AG lowered Valero from “buy” to “hold,” which could limit upside sentiment after the stock’s strong advance and near-record trading levels. Finviz Valero Analyst Update

Valero Energy Price Performance

Shares of NYSE VLO opened at $352.66 on Friday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.23 and a current ratio of 1.64. Valero Energy Corporation has a one year low of $150.10 and a one year high of $353.00. The firm has a market capitalization of $101.54 billion, a P/E ratio of 14.63, a PEG ratio of 0.23 and a beta of 0.55. The company’s fifty day moving average is $303.55 and its two-hundred day moving average is $259.07.

Valero Energy (NYSE:VLO) last announced its quarterly earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share (EPS) for the quarter, beating 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 business had revenue of $44.48 billion during the quarter, compared to the consensus estimate of $39.47 billion. During the same quarter last year, the firm posted $2.28 EPS. The business’s revenue was up 48.8% compared to the same quarter last year. Analysts forecast that Valero Energy Corporation will post 40.62 EPS for the current fiscal year.

Valero Energy Dividend Announcement

The business 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 dividend of $1.20 per share. 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 is presently 19.92%.

Valero Energy Company 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.