Simplicity Wealth LLC Has $631,000 Stock Position in Valero Energy Corporation $VLO

Simplicity Wealth LLC trimmed its stake in Valero Energy Corporation (NYSE:VLO) by 42.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,705 shares of the oil and gas company’s stock after selling 2,772 shares during the quarter. Simplicity Wealth LLC’s holdings in Valero Energy were worth $631,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently bought and sold shares of VLO. Consolidated Planning Corp acquired a new stake in shares of Valero Energy in the 2nd quarter valued at $339,000. Nisa Investment Advisors LLC grew its holdings in Valero Energy by 17.4% in the 3rd quarter. Nisa Investment Advisors LLC now owns 160,794 shares of the oil and gas company’s stock valued at $27,377,000 after buying an additional 23,859 shares during the last quarter. Federated Hermes Inc. increased its position in Valero Energy by 15.7% during the second quarter. Federated Hermes Inc. now owns 161,957 shares of the oil and gas company’s stock worth $21,770,000 after acquiring an additional 21,997 shares during the period. Cerity Partners LLC increased its holdings in shares of Valero Energy by 9.0% during the 3rd quarter. Cerity Partners LLC now owns 104,859 shares of the oil and gas company’s stock worth $17,853,000 after purchasing an additional 8,638 shares during the period. Finally, Tema Etfs LLC acquired a new position in Valero Energy in the 3rd quarter valued at approximately $1,669,000. Institutional investors and hedge funds own 78.69% of the company’s stock.

Valero Energy Stock Up 0.1%

NYSE:VLO opened at $187.00 on Friday. The company has a market cap of $57.04 billion, a PE ratio of 39.04, a PEG ratio of 1.09 and a beta of 0.77. Valero Energy Corporation has a 52-week low of $99.00 and a 52-week high of $194.35. The stock has a 50-day simple moving average of $174.73 and a 200 day simple moving average of $162.60. The company has a debt-to-equity ratio of 0.36, a quick ratio of 1.09 and a current ratio of 1.60.

Valero Energy (NYSE:VLO) last announced its quarterly earnings data on Thursday, October 23rd. The oil and gas company reported $3.66 EPS for the quarter, topping analysts’ consensus estimates of $3.15 by $0.51. Valero Energy had a net margin of 1.21% and a return on equity of 8.69%. The business had revenue of $32.17 billion for the quarter, compared to analyst estimates of $28.80 billion. During the same quarter in the previous year, the firm posted $1.14 earnings per share. The firm’s revenue for the quarter was down 2.2% on a year-over-year basis. On average, sell-side analysts expect that Valero Energy Corporation will post 7.92 EPS for the current fiscal year.

Valero Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 9th. Stockholders of record on Thursday, February 5th will be paid a dividend of $1.20 per share. The ex-dividend date is Thursday, February 5th. This represents a $4.80 dividend on an annualized basis and a dividend yield of 2.6%. This is an increase from Valero Energy’s previous quarterly dividend of $1.13. Valero Energy’s dividend payout ratio (DPR) is currently 94.36%.

Valero Energy News Summary

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

• Positive Sentiment: Board raises quarterly cash dividend to $1.20 (annualized $4.80), a 6.2% increase from the prior payout — a signal of cash-flow confidence and higher shareholder return. Valero Energy Corporation Increases Regular Cash Dividend on Common Stock
• Positive Sentiment: Valero bought a Venezuelan crude cargo under Washington’s deal with Caracas — this provides an additional, potentially lower-cost feedstock supply for Gulf Coast refineries and could help downstream margins. Exclusive: Valero buys Venezuelan oil cargo as part of Washington’s deal with Caracas
• Positive Sentiment: Analysts and market commentary note softer WTI/crude under $60 can boost refiners like Valero by lowering feedstock costs and supporting margins — a favorable backdrop for expected earnings. Softness in Oil Price: What Lies Ahead for VLO’s Refining Operations?
• Positive Sentiment: ETF/asset manager mentions: VanEck highlighted VLO among oil plays, which can attract fund flows and investor attention. VanEck spotlights SLB, HAL, BKR, PSX, and VLO as oil plays
• Neutral Sentiment: Coverage and valuation pieces note VLO’s earnings cadence and mixed valuation signals (P/E vs DCF) — useful context but not an immediate catalyst. A Look At Valero Energy (VLO) Valuation As P/E And DCF Send Mixed Signals
• Neutral Sentiment: Inclusion in broader dividend/safe-stock roundups and S&P 500/refining scale pieces reinforces visibility but is not a near-term earnings driver. Goldman Sachs Says Correction Could Be Coming: 5 Safe Dividend Stocks From The Conviction List
• Negative Sentiment: Zacks Research downgraded VLO from “strong-buy” to “hold,” which could pressure sentiment among some retail and model-driven investors. Zacks.com

Insider Transactions at Valero Energy

In other Valero Energy news, CFO Jason W. Fraser sold 9,933 shares of the stock in a transaction on Friday, November 21st. The shares were sold at an average price of $174.02, for a total value of $1,728,540.66. Following the completion of the sale, the chief financial officer owned 134,196 shares in the company, valued at $23,352,787.92. This trade represents a 6.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 0.04% of the company’s stock.

Wall Street Analysts Forecast Growth

VLO has been the subject of a number of analyst reports. Piper Sandler reduced their price objective on shares of Valero Energy from $223.00 to $217.00 and set an “overweight” rating for the company in a report on Thursday, January 8th. Weiss Ratings reissued a “hold (c)” rating on shares of Valero Energy in a report on Wednesday. Mizuho restated a “neutral” rating and set a $192.00 target price (up previously from $190.00) on shares of Valero Energy in a research report on Friday, December 12th. Erste Group Bank assumed coverage on shares of Valero Energy in a research note on Monday, November 10th. They set a “buy” rating for the company. Finally, Bank of America reissued a “neutral” rating and issued a $195.00 target price (down previously from $198.00) on shares of Valero Energy in a research note on Thursday, December 11th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $183.00.

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.