Valero Energy Corporation (NYSE:VLO) Stock Has Consensus Price Target of $379.94 According to Analysts

Shares of Valero Energy Corporation (NYSE:VLO) have received a consensus rating of “Moderate Buy” from the twenty-one brokerages that are covering the firm, MarketBeat.com reports. Two investment analysts have rated the stock with a sell rating, eight have assigned a hold rating, eight have given a buy rating and three have issued a strong buy rating on the company. The average 12-month price objective among analysts that have covered the stock in the last year is $379.94.

A number of analysts have issued reports on the stock. TD Cowen boosted their price objective on shares of Valero Energy from $375.00 to $400.00 and gave the company a “hold” rating in a report on Thursday, October 22nd. Morgan Stanley raised their target price on shares of Valero Energy from $255.00 to $411.00 and gave the stock an “equal weight” rating in a report on Monday, September 14th. Freedom Broker downgraded shares of Valero Energy from a “hold” rating to a “sell” rating and set a $276.00 price target for the company. in a research report on Friday, October 23rd. Erste Group Bank cut Valero Energy from a “buy” rating to a “hold” rating in a research note on Thursday, August 27th. Finally, Citigroup increased their price target on Valero Energy from $485.00 to $490.00 and gave the stock a “neutral” rating in a research report on Friday, October 23rd.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Whipplewood Advisors LLC increased its holdings in Valero Energy by 3,400.0% in the 1st quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company’s stock valued at $26,000 after buying an additional 102 shares during the period. Cornerstone Financial Management LLC lifted its holdings in shares of 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 worth $27,000 after acquiring an additional 38 shares during the period. Financial Life Planners bought a new stake in shares of Valero Energy during the 1st quarter worth approximately $28,000. Valued Wealth Advisors LLC boosted its position in shares of Valero Energy by 134.0% during the 1st quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock worth $29,000 after acquiring an additional 67 shares in the last quarter. Finally, Balance Wealth Partners LLC acquired a new stake in shares of Valero Energy during the 3rd quarter worth approximately $32,000. Institutional investors and hedge funds own 78.69% of the company’s stock.

Valero Energy Trading Up 0.1%

Shares of Valero Energy stock opened at $400.04 on Monday. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.33 and a current ratio of 1.72. The firm has a 50-day moving average of $397.64 and a 200-day moving average of $285.06. Valero Energy has a 52-week low of $159.90 and a 52-week high of $461.52. The stock has a market cap of $115.18 billion, a PE ratio of 9.00, a PEG ratio of 0.21 and a beta of 0.58.

Valero Energy (NYSE:VLO) last released its quarterly earnings results on Thursday, October 22nd. The oil and gas company reported $23.90 EPS for the quarter, topping analysts’ consensus estimates of $21.17 by $2.73. Valero Energy had a net margin of 8.44% and a return on equity of 45.90%. The business had revenue of $46.10 billion for the quarter, compared to analyst estimates of $42.71 billion. During the same period last year, the firm earned $3.66 earnings per share. Valero Energy’s revenue for the quarter was up 43.3% compared to the same quarter last year. As a group, sell-side analysts forecast that Valero Energy will post 57.42 EPS for the current year.

Valero Energy Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, December 21st. Stockholders of record on Tuesday, November 24th will be issued a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, November 24th. Valero Energy’s dividend payout ratio is 10.80%.

More Valero Energy News

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.