Nippon Life Global Investors Americas Inc. Buys New Position in Valero Energy Corporation $VLO

Nippon Life Global Investors Americas Inc. bought a new stake in Valero Energy Corporation (NYSE:VLO) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 2,370 shares of the oil and gas company’s stock, valued at approximately $919,000.

A number of other large investors also recently modified their holdings of VLO. Blue Zone Wealth Advisors LLC grew its stake in shares of Valero Energy by 2.4% in the third quarter. Blue Zone Wealth Advisors LLC now owns 1,027 shares of the oil and gas company’s stock worth $398,000 after acquiring an additional 24 shares during the last quarter. Grove Bank & Trust increased its position in Valero Energy by 1.0% during the third quarter. Grove Bank & Trust now owns 2,608 shares of the oil and gas company’s stock worth $1,011,000 after acquiring an additional 25 shares during the period. Sigma Planning Corp raised its stake in Valero Energy by 0.4% during the 3rd quarter. Sigma Planning Corp now owns 7,171 shares of the oil and gas company’s stock valued at $2,779,000 after purchasing an additional 29 shares during the last quarter. Modera Wealth Management LLC raised its stake in Valero Energy by 3.7% during the 3rd quarter. Modera Wealth Management LLC now owns 956 shares of the oil and gas company’s stock valued at $370,000 after purchasing an additional 34 shares during the last quarter. Finally, Cornerstone Financial Management LLC raised its stake in Valero Energy by 57.6% during the 2nd quarter. Cornerstone Financial Management LLC now owns 104 shares of the oil and gas company’s stock valued at $27,000 after purchasing an additional 38 shares during the last quarter. 78.69% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have issued reports on VLO. Bank of America raised their price target on shares of Valero Energy from $395.00 to $414.00 and gave the stock a “neutral” rating in a research report on Friday, October 2nd. Citigroup upped their price objective 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. TD Cowen increased their target price on shares of Valero Energy from $375.00 to $400.00 and gave the company a “hold” rating in a research note on Thursday, October 22nd. Morgan Stanley lifted their target price on Valero Energy from $255.00 to $411.00 and gave the stock an “equal weight” rating in a research report on Monday, September 14th. Finally, Barclays lifted their target price on Valero Energy from $441.00 to $443.00 and gave the stock an “overweight” rating in a research report on Friday, October 23rd. Three 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 company. According to MarketBeat, Valero Energy has a consensus rating of “Moderate Buy” and an average price target of $379.94.

Valero Energy Stock Performance

Shares of NYSE:VLO opened at $400.04 on Monday. The business’s fifty day moving average price is $397.64 and its two-hundred day moving average price is $285.06. Valero Energy Corporation has a fifty-two week low of $159.90 and a fifty-two week high of $461.52. The stock has a market capitalization of $115.18 billion, a price-to-earnings ratio of 9.00, a price-to-earnings-growth ratio of 0.21 and a beta of 0.58. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.72 and a quick ratio of 1.33.

Valero Energy (NYSE:VLO) last issued its quarterly earnings data 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 company 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 last year, the business earned $3.66 earnings per share. As a group, analysts predict that Valero Energy Corporation will post 57.42 EPS for the current fiscal year.

Valero Energy Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, December 21st. Investors of record on Tuesday, November 24th will be given a dividend of $1.20 per share. The ex-dividend date is Tuesday, November 24th. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.2%. Valero Energy’s dividend payout ratio (DPR) is 10.80%.

Trending Headlines about Valero Energy

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

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.