135,127 Shares in Valero Energy Corporation $VLO Purchased by Jupiter Topco LLC

Jupiter Topco LLC acquired a new stake in shares of Valero Energy Corporation (NYSE:VLO) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 135,127 shares of the oil and gas company’s stock, valued at approximately $35,191,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. MorganRosel Wealth Management LLC raised its holdings in Valero Energy by 2.5% in the second quarter. MorganRosel Wealth Management LLC now owns 3,873 shares of the oil and gas company’s stock worth $1,009,000 after buying an additional 96 shares during the last quarter. Hsbc Holdings PLC grew its holdings in shares of Valero Energy by 2.8% during the second quarter. Hsbc Holdings PLC now owns 743,997 shares of the oil and gas company’s stock valued at $194,174,000 after buying an additional 20,234 shares during the last quarter. EFG International AG grew its holdings in shares of Valero Energy by 3.8% during the second quarter. EFG International AG now owns 2,618 shares of the oil and gas company’s stock valued at $682,000 after buying an additional 95 shares during the last quarter. SIR Capital Management L.P. bought a new stake in shares of Valero Energy during the second quarter valued at approximately $32,378,000. Finally, Jones Financial Companies Lllp lifted its position in Valero Energy by 8.6% in the 2nd quarter. Jones Financial Companies Lllp now owns 235,150 shares of the oil and gas company’s stock valued at $60,994,000 after acquiring an additional 18,627 shares in the last quarter. 78.69% of the stock is currently owned by institutional investors.

Valero Energy News Roundup

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

• Positive Sentiment: Tight refining market supports margins: Historically low fuel inventories, limited excess refining capacity and ongoing supply disruptions are creating a favorable environment for higher crack spreads. Valero’s flexible, complex coastal refinery network is well positioned to process various crude grades and supply multiple fuel markets. Valero Energy Looks Well Placed in the Tight Global Refining Market
• Positive Sentiment: Strong second-quarter performance and estimates: Valero’s second-quarter 2026 results reportedly showed substantial year-over-year improvement in adjusted EPS and revenue. Rising consensus estimates and a Zacks Rank #1 (Strong Buy) indicate that analysts are becoming more constructive on the company’s earnings prospects. Did Strong Q2 2026 Earnings and Refining Tailwinds Just Shift Valero Energy’s Investment Narrative?
• Positive Sentiment: Relative market strength and favorable valuation: VLO recently gained while the broader market declined. Its low PEG ratio compared with industry peers may be adding to the stock’s appeal, particularly as refining profitability expectations improve. Valero Energy Gains as Market Dips
• Negative Sentiment: One analyst downgrade: Erste Group Bank AG lowered Valero from “buy” to “hold,” which could limit upside sentiment after the stock’s strong advance and near-record trading levels. Finviz Valero Analyst Update

Wall Street Analyst Weigh In

Several analysts have commented on VLO shares. Citigroup increased their target price on Valero Energy from $259.00 to $302.00 and gave the company a “neutral” rating in a research note on Tuesday, July 14th. Mizuho boosted their price target on Valero Energy from $289.00 to $300.00 and gave the stock a “neutral” rating in a research note on Tuesday, August 4th. Piper Sandler reaffirmed an “overweight” rating and set a $329.00 price objective on shares of Valero Energy in a research report on Thursday, July 23rd. Morgan Stanley lifted their price objective on Valero Energy from $232.00 to $255.00 and gave the stock an “equal weight” rating in a report on Friday, June 12th. Finally, TD Cowen boosted their target price on Valero Energy from $338.00 to $350.00 and gave the stock a “hold” rating in a research report on Monday, August 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $288.00.

Insider Buying and Selling at Valero Energy

In related news, SVP Eric A. Fisher sold 7,500 shares of the firm’s stock in a transaction that occurred 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 transaction, the senior vice president owned 19,742 shares of the company’s stock, valued at approximately $5,294,212.14. This trade represents a 27.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 0.36% of the stock is owned by company insiders.

Valero Energy Stock Performance

Shares of VLO opened at $352.66 on Friday. The firm has a market capitalization of $101.54 billion, a P/E ratio of 14.63, a PEG ratio of 0.23 and a beta of 0.55. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.64 and a quick ratio of 1.23. Valero Energy Corporation has a one year low of $150.10 and a one year high of $353.00. The business has a fifty day moving average of $303.55 and a 200 day moving average of $259.07.

Valero Energy (NYSE:VLO) last posted its earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share for the quarter, beating analysts’ consensus estimates of $10.11 by $2.43. The company had revenue of $44.48 billion for the quarter, compared to the consensus estimate of $39.47 billion. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.Valero Energy’s revenue was up 48.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.28 earnings per share. As a group, sell-side analysts anticipate that Valero Energy Corporation will post 40.62 EPS for the current year.

Valero Energy Dividend Announcement

The firm also recently disclosed 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. This represents a $4.80 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, July 31st. Valero Energy’s dividend payout ratio is 19.92%.

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.