Erste Group Bank Lifts Earnings Estimates for Valero Energy

Valero Energy Corporation (NYSE:VLO) – Investment analysts at Erste Group Bank increased their FY2026 EPS estimates for shares of Valero Energy in a research report issued on Thursday, October 8th. Erste Group Bank analyst H. Engel now anticipates that the oil and gas company will earn $51.71 per share for the year, up from their prior estimate of $48.02. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for Valero Energy’s current full-year earnings is $51.31 per share. Erste Group Bank also issued estimates for Valero Energy’s FY2027 earnings at $42.23 EPS.

A number of other research firms have also commented on VLO. Mizuho raised their price target on Valero Energy from $300.00 to $434.00 and gave the stock a “neutral” rating in a report on Thursday, October 8th. Raymond James Financial boosted their price objective on Valero Energy from $350.00 to $450.00 and gave the company a “strong-buy” rating in a research note on Monday, September 14th. Barclays boosted their price objective on Valero Energy from $323.00 to $441.00 and gave the company an “overweight” rating in a research note on Tuesday, October 6th. UBS Group reissued a “buy” rating and set a $467.00 price objective on shares of Valero Energy in a report on Tuesday, October 6th. Finally, Jefferies Financial Group cut their target price on Valero Energy from $401.00 to $394.00 and set a “hold” rating for the company in a research note on Thursday, October 8th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $376.62.

Valero Energy Trading Up 4.7%

Shares of VLO stock opened at $456.63 on Wednesday. The stock has a market capitalization of $131.48 billion, a price-to-earnings ratio of 17.99, a PEG ratio of 0.28 and a beta of 0.59. The company’s fifty day simple moving average is $374.20 and its two-hundred day simple moving average is $299.88. Valero Energy has a 1 year low of $155.29 and a 1 year high of $457.20. 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 (NYSE:VLO) last released its quarterly earnings data on Thursday, July 30th. The oil and gas company reported $12.54 EPS for the quarter, topping the consensus estimate of $10.11 by $2.43. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The company had revenue of $44.48 billion during the quarter, compared to the consensus estimate of $39.47 billion. During the same period last year, the firm earned $2.28 EPS. Valero Energy’s revenue for the quarter was up 48.8% on a year-over-year basis.

Institutional Trading of Valero Energy

A number of hedge funds have recently made changes to their positions in VLO. Grove Bank & Trust grew its position in Valero Energy by 1.0% in 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 in the last quarter. QRG Capital Management Inc. raised its position in Valero Energy by 5.5% in the 2nd quarter. QRG Capital Management Inc. now owns 58,558 shares of the oil and gas company’s stock worth $15,251,000 after purchasing an additional 3,037 shares during the period. Envestnet Portfolio Solutions Inc. lifted its stake in Valero Energy by 24.1% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 6,454 shares of the oil and gas company’s stock worth $1,681,000 after purchasing an additional 1,255 shares during the last quarter. Security National Bank of SO Dak bought a new stake in Valero Energy in the second quarter worth $108,000. Finally, Bouchey Financial Group Ltd. lifted its stake in Valero Energy by 4.6% in the second quarter. Bouchey Financial Group Ltd. now owns 1,016 shares of the oil and gas company’s stock worth $265,000 after purchasing an additional 45 shares during the last quarter. 78.69% of the stock is owned by institutional investors.

Valero Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, August 31st. Stockholders of record on Friday, July 31st were given a dividend of $1.20 per share. The ex-dividend date was Friday, July 31st. This represents a $4.80 annualized dividend and a dividend yield of 1.1%. Valero Energy’s dividend payout ratio (DPR) is 19.92%.

Key Headlines Impacting Valero Energy

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

• Positive Sentiment: Citigroup raised its price target for Valero Energy (VLO) from $302 to $485 while maintaining a neutral rating. The higher target recognizes the stock’s improved earnings outlook and refining-market strength, while still implying additional upside. Citigroup Raises Valero Energy Price Target
• Positive Sentiment: A bullish Seeking Alpha analysis identified Valero as a top 2027 pick, citing the possibility that prolonged disruption around the Strait of Hormuz could support fuel prices, refining margins, and Valero’s profitability. Valero Energy Top Pick for 2027
• Positive Sentiment: Zacks added VLO to its Rank #1 “Strong Buy” growth-stock list, reinforcing the view that Valero’s earnings momentum and valuation remain attractive. Zacks Strong Buy Growth Stocks
• Neutral Sentiment: Technical analysis projected a fifth-wave trading range of $453.70 to $479.80, suggesting continued strength but also indicating that the stock is approaching the upper end of the near-term target range. Valero Energy Elliott Wave Outlook
• Neutral Sentiment: DBS reiterated its Hold rating, tempering the more optimistic analyst views. DBS Maintains Hold Rating
• Negative Sentiment: Mizuho raised its price target to $434, but that target remains below the stock’s current trading level, signaling limited near-term upside and valuation concerns. Mizuho Raises Valero Energy Target

Valero Energy Company Profile

Valero Energy Corporation is an international petroleum refining, renewable fuels and marketing company headquartered in San Antonio, Texas. Founded in 1980, the company processes crude oil and other feedstocks into transportation fuels and other products used by commercial, industrial and consumer customers.

Valero’s refined products include gasoline, diesel, jet fuel, asphalt, lubricants and petrochemical feedstocks. The company also produces and markets ethanol and renewable diesel, including through its Diamond Green Diesel joint venture with Darling Ingredients.