Janus Henderson Group PLC Raises Stock Holdings in Valero Energy Corporation $VLO

Janus Henderson Group PLC boosted its position in Valero Energy Corporation (NYSE:VLO) by 1.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 136,309 shares of the oil and gas company’s stock after purchasing an additional 2,596 shares during the quarter. Janus Henderson Group PLC’s holdings in Valero Energy were worth $33,678,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. 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 valued at $26,000 after acquiring an additional 102 shares during the period. Financial Life Planners purchased a new stake in Valero Energy in the first quarter worth about $28,000. Valued Wealth Advisors LLC increased its stake in shares of Valero Energy by 134.0% during the first quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock valued at $29,000 after purchasing an additional 67 shares in the last quarter. Global Assets Advisory LLC bought a new position in shares of Valero Energy during the first quarter valued at approximately $33,000. Finally, JPL Wealth Management LLC purchased a new position in shares of Valero Energy during the third quarter valued at approximately $27,000. Institutional investors own 78.69% of the company’s stock.

Valero Energy Trading Down 0.0%

NYSE:VLO opened at $312.89 on Monday. The stock has a market cap of $92.91 billion, a price-to-earnings ratio of 12.98, a PEG ratio of 0.20 and a beta of 0.55. The company has a quick ratio of 1.23, a current ratio of 1.64 and a debt-to-equity ratio of 0.37. The company’s 50 day moving average price is $270.62 and its 200-day moving average price is $239.10. Valero Energy Corporation has a 52 week low of $130.78 and a 52 week high of $320.24.

Valero Energy (NYSE:VLO) last announced its quarterly earnings data on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share for the quarter, topping analysts’ consensus estimates of $10.11 by $2.43. The company had revenue of $44.48 billion during the quarter, compared to analyst estimates of $39.47 billion. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The firm’s revenue for the quarter was up 48.8% on a year-over-year basis. During the same period in the previous year, the business earned $2.28 EPS. On average, equities research analysts forecast that Valero Energy Corporation will post 36.95 earnings per share for the current fiscal year.

Valero Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Friday, July 31st will be paid a $1.20 dividend. The ex-dividend date is Friday, July 31st. This represents a $4.80 annualized dividend and a dividend yield of 1.5%. Valero Energy’s payout ratio is currently 19.92%.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on VLO. Morgan Stanley boosted their price target on Valero Energy from $232.00 to $255.00 and gave the stock an “equal weight” rating in a research report on Friday, June 12th. UBS Group lifted their price objective on Valero Energy from $280.00 to $355.00 and gave the company a “buy” rating in a research note on Friday. Citigroup boosted their target price on Valero Energy from $259.00 to $302.00 and gave the stock a “neutral” rating in a report on Tuesday, July 14th. TD Cowen increased their target price on Valero Energy from $292.00 to $338.00 and gave the stock a “hold” rating in a research note on Tuesday, July 21st. Finally, Barclays raised their price target on Valero Energy from $279.00 to $323.00 and gave the company an “overweight” rating in a report on Friday. One 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. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $277.47.

More Valero Energy News

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

• Positive Sentiment: Record earnings significantly exceeded expectations. Valero reported second-quarter net income of $3.7 billion, or $12.62 per share, versus $714 million, or $2.28 per share, a year earlier. Adjusted EPS of $12.54 surpassed consensus estimates near $9.87-$10.13, while revenue rose 48.8% to $44.48 billion. Valero Energy beats quarterly profit estimates on higher refining margins
• Positive Sentiment: Refining conditions were particularly favorable. Higher refining margins, sturdy fuel demand and increased U.S. fuel exports—partly supported by heightened Middle East tensions—boosted profitability. Lower-cost Venezuelan feedstocks also aided results. Valero posts highest-ever Q2 profit
• Positive Sentiment: Renewables and capital discipline added support. Gains in renewable diesel and ethanol contributed to stronger profits and cash flow, while management emphasized disciplined capital allocation and ongoing shareholder returns. VLO Q2 Earnings Call Highlights Refining Strength
• Positive Sentiment: Analysts raised their outlooks. Wells Fargo increased its price target from $292 to $356 and retained an “overweight” rating. Barclays lifted its target from $279 to $323 and also rated the stock “overweight,” reinforcing the positive reaction to the earnings report.
• Positive Sentiment: The dividend remains a key attraction. Valero reaffirmed its $1.20-per-share quarterly dividend, payable August 31 to shareholders of record July 31, supporting the investment case based on cash returns. Valero Energy Corp’s Dividend Analysis
• Neutral Sentiment: Valero’s strong quarter improves its value profile, but the stock’s rally leaves less upside to some analyst targets and increases sensitivity to future refining-margin normalization.
• Negative Sentiment: Management said tax-credit changes and registration hurdles have slowed biofuel imports, creating challenges for renewable-fuel compliance and potentially limiting near-term benefits in the company’s renewables business. Tax-credit overhaul slows biofuel imports

Insider Activity

In other news, SVP Eric A. Fisher sold 7,500 shares of the company’s stock in a transaction on Monday, June 29th. The stock was sold at an average price of $268.17, for a total transaction of $2,011,275.00. Following the transaction, the senior vice president directly owned 19,742 shares of the company’s stock, valued at $5,294,212.14. This represents a 27.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.36% of the stock is currently owned by insiders.

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.