Valero Energy Corporation $VLO Shares Sold by Glenview Trust Co

Glenview Trust Co cut its holdings in Valero Energy Corporation (NYSE:VLO) by 3.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 47,222 shares of the oil and gas company’s stock after selling 1,457 shares during the period. Glenview Trust Co’s holdings in Valero Energy were worth $18,304,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Moore Capital Management LP purchased a new stake in shares of Valero Energy in the 2nd quarter valued at approximately $13,193,000. QRG Capital Management Inc. lifted its stake in Valero Energy by 5.5% during the second quarter. QRG Capital Management Inc. now owns 58,558 shares of the oil and gas company’s stock worth $15,251,000 after purchasing an additional 3,037 shares in the last quarter. Jennison Associates LLC boosted its position in shares of Valero Energy by 377.1% during the first quarter. Jennison Associates LLC now owns 413,437 shares of the oil and gas company’s stock worth $102,152,000 after buying an additional 326,777 shares during the period. National Pension Service grew its stake in shares of Valero Energy by 1.0% in the second quarter. National Pension Service now owns 549,675 shares of the oil and gas company’s stock valued at $143,157,000 after buying an additional 5,609 shares in the last quarter. Finally, Journey Advisory Group LLC raised its holdings in shares of Valero Energy by 23.3% in the 1st quarter. Journey Advisory Group LLC now owns 21,676 shares of the oil and gas company’s stock valued at $5,356,000 after buying an additional 4,098 shares during the period. 78.69% of the stock is currently owned by hedge funds and other institutional investors.

Valero Energy News Summary

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

• Positive Sentiment: Houston acquisition expands Valero’s refining footprint: Valero agreed to acquire LyondellBasell’s former Houston Refinery site and related assets for $320.5 million. The transaction is expected to close in the fourth quarter of 2026 and includes the assumption of site operations, environmental liabilities, pension costs and related employee obligations. The deal could provide strategic infrastructure and operational growth in a major refining market. Valero to Acquire Former Houston Refinery from LyondellBasell
• Positive Sentiment: Large buyback authorization supports the stock: Valero reportedly authorized up to $10 billion in share repurchases after a strong quarter, increasing its ability to return excess cash to shareholders and potentially support per-share earnings. Valero authorizes USD 10.0 billion buyback
• Positive Sentiment: Exceptional quarterly profitability remains a catalyst: Valero generated $6.8 billion of third-quarter net income, while management allocated $1.7 billion of 2026 capital guidance to sustaining operations. Strong cash generation and refining margins reinforce the company’s capacity for shareholder returns. Valero: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Analyst valuation views improved but remain mixed: A consolidated fair-value estimate reportedly increased to $426.42 from $401.53, while some analysts remain cautious after the stock’s significant multiyear gains. Another analysis argues that Valero may still be undervalued on current earnings. Valero Energy Stock Sees Fair Value Lift
• Negative Sentiment: Put-option activity signals hedging or bearish positioning: Traders bought approximately 16,660 VLO put options, about 41% above average volume. This may reflect increased concern about downside risk following the stock’s strong run.
• Negative Sentiment: Sector-wide profit-taking risk persists: Commentary argued that investors should consider selling refiners after an exceptionally strong year, suggesting concerns that refining margins and share prices may have peaked. It’s Time to Sell the Refiners

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. The Goldman Sachs Group increased their target price on Valero Energy from $365.00 to $457.00 and gave the stock a “buy” rating in a research note on Wednesday, September 23rd. Freedom Broker cut shares of Valero Energy from a “hold” rating to a “sell” rating and set a $276.00 price objective for the company. in a report on Friday, October 23rd. Morgan Stanley upped their target price on shares of Valero Energy from $255.00 to $411.00 and gave the stock an “equal weight” rating in a research note on Monday, September 14th. Zacks Research upgraded shares of Valero Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 4th. Finally, Citigroup raised their price target on shares of Valero Energy from $485.00 to $490.00 and gave the company a “neutral” rating in a research report on Friday, October 23rd. Three research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Valero Energy has an average rating of “Moderate Buy” and an average target price of $379.94.

Valero Energy Stock Performance

Shares of VLO stock opened at $400.04 on Friday. The stock’s 50-day moving average is $397.64 and its two-hundred day moving average is $285.06. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.23 and a current ratio of 1.72. Valero Energy Corporation has a 1 year low of $159.90 and a 1 year high of $461.52. The firm has a market cap of $115.18 billion, a price-to-earnings ratio of 9.00, a PEG ratio of 0.20 and a beta of 0.59.

Valero Energy (NYSE:VLO) last announced its earnings results on Thursday, October 22nd. The oil and gas company reported $23.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $21.17 by $2.73. The firm had revenue of $46.10 billion during the quarter, compared to analysts’ expectations of $42.71 billion. Valero Energy had a return on equity of 45.90% and a net margin of 8.44%. The business’s revenue was up 43.3% on a year-over-year basis. During the same period in the prior year, the firm earned $3.66 EPS. Analysts predict that Valero Energy Corporation will post 57.42 earnings per share for the current year.

Valero Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, December 21st. Stockholders of record on Tuesday, November 24th will be issued a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, November 24th. Valero Energy’s dividend payout ratio is presently 10.80%.

Valero Energy Company Profile

Valero Energy Corporation is an international energy company headquartered in San Antonio, Texas. The company’s primary business is refining and marketing transportation fuels, including gasoline, diesel, jet fuel and other products used by commercial, industrial and consumer customers.

Valero operates refineries in the United States, Canada and the United Kingdom. Its refining operations also produce asphalt, petrochemical feedstocks and other petroleum-based products. The company markets fuel through wholesale channels and branded retail networks, including Valero, Beacon and Shamrock-branded locations.

In addition to conventional refining, Valero has businesses focused on renewable fuels.