The Manufacturers Life Insurance Company Reduces Holdings in Valero Energy Corporation $VLO

Posted by Bonnie Powley on Jul 29th, 2026

The Manufacturers Life Insurance Company trimmed its holdings in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 5.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 607,592 shares of the oil and gas company’s stock after selling 37,235 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in Valero Energy were worth $150,124,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Woodline Partners LP grew its position in shares of Valero Energy by 40.7% during the 1st quarter. Woodline Partners LP now owns 26,747 shares of the oil and gas company’s stock valued at $3,532,000 after acquiring an additional 7,735 shares during the period. Sivia Capital Partners LLC lifted its position in Valero Energy by 13.0% during the second quarter. Sivia Capital Partners LLC now owns 1,929 shares of the oil and gas company’s stock valued at $259,000 after purchasing an additional 222 shares in the last quarter. Gamco Investors INC. ET AL bought a new stake in Valero Energy during the second quarter valued at about $528,000. Sei Investments Co. increased its position in Valero Energy by 11.3% in the second quarter. Sei Investments Co. now owns 269,043 shares of the oil and gas company’s stock worth $36,165,000 after buying an additional 27,291 shares in the last quarter. Finally, Treasurer of the State of North Carolina raised its stake in shares of Valero Energy by 0.9% in the second quarter. Treasurer of the State of North Carolina now owns 145,810 shares of the oil and gas company’s stock worth $19,600,000 after buying an additional 1,338 shares during the period. 78.69% of the stock is currently owned by institutional investors.

Valero Energy Stock Down 1.8%

NYSE VLO opened at $299.32 on Wednesday. Valero Energy Corporation has a 12 month low of $130.78 and a 12 month high of $320.24. The company has a current ratio of 1.58, a quick ratio of 1.15 and a debt-to-equity ratio of 0.39. The stock has a market cap of $88.88 billion, a PE ratio of 21.75, a P/E/G ratio of 0.20 and a beta of 0.55. The stock’s 50 day moving average is $266.89 and its 200 day moving average is $236.48.

Valero Energy (NYSE:VLO – Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The oil and gas company reported $4.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.16 by $1.06. Valero Energy had a net margin of 3.37% and a return on equity of 15.94%. The firm had revenue of $32.38 billion for the quarter, compared to analysts’ expectations of $31.38 billion. During the same quarter last year, the business posted $0.89 earnings per share. The company’s revenue for the quarter was up 7.0% compared to the same quarter last year. Research analysts predict that Valero Energy Corporation will post 36.46 EPS for the current fiscal year.

Valero Energy Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Friday, July 31st will be issued 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 payout ratio is currently 34.88%.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on VLO shares. Morgan Stanley lifted their price objective on Valero Energy from $232.00 to $255.00 and gave the company an “equal weight” rating in a research report on Friday, June 12th. The Goldman Sachs Group raised their target price 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. UBS Group reaffirmed a “buy” rating and set a $280.00 price target on shares of Valero Energy in a report on Thursday, June 11th. Piper Sandler reiterated an “overweight” rating and issued a $329.00 price target on shares of Valero Energy in a research report on Thursday, July 23rd. Finally, Weiss Ratings raised shares of Valero Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Valero Energy currently has an average rating of “Moderate Buy” and an average price target of $266.71.

Get Our Latest Analysis on Valero Energy

Insider Buying and Selling

In other Valero Energy news, SVP Eric A. Fisher sold 7,500 shares of the business’s stock in a transaction on 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 sale, the senior vice president owned 19,742 shares in the company, valued at $5,294,212.14. The trade was a 27.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.36% of the stock is currently owned by insiders.

Valero Energy News Roundup

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

Positive Sentiment: Elevated gasoline and diesel crack spreads, along with resilient fuel demand, are expected to support Valero’s second-quarter results for the period ended June 2026. Strong refining margins could lead to results that meet or exceed Wall Street expectations. Valero Energy Q2 Earnings on Deck: What’s in Store for the Stock?
Positive Sentiment: Refiners including VLO have benefited from disruptions linked to Iran-related tensions, which have contributed to tighter fuel markets and unusually strong crack spreads. Buybacks and dividends add to the sector’s shareholder-return appeal. Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There?
Positive Sentiment: Higher oil prices related to geopolitical tensions and rising energy demand are helping keep energy stocks, including Valero, in focus as investors look for companies that can benefit from constrained supply. Oil Prices Are Surging and These 4 Stocks Are Cashing In
Neutral Sentiment: Analysts are concentrating on Valero’s revenue, earnings and operating metrics ahead of the quarterly release. The estimates create the potential for a positive or negative earnings reaction depending on the size of any beat or miss. Gear Up for Valero Energy Q2 Earnings: Wall Street Estimates for Key Metrics
Negative Sentiment: High crude costs could pressure refining spreads, while volatility in Valero’s renewable diesel business may make earnings less predictable. These risks could limit further upside if margins normalize or the company’s results fall short of elevated expectations. Valero Energy Q2 Earnings on Deck: What’s in Store for the Stock?

About Valero Energy

(Free Report)

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.