Waverly Advisors LLC Decreases Stock Holdings in Valero Energy Corporation $VLO

Waverly Advisors LLC decreased its stake in shares of Valero Energy Corporation (NYSE:VLO) by 18.5% during the second quarter, Holdings Channel reports. The firm owned 13,768 shares of the oil and gas company’s stock after selling 3,131 shares during the quarter. Waverly Advisors LLC’s holdings in Valero Energy were worth $3,586,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. California State Teachers Retirement System raised its stake in Valero Energy by 40,516.1% during the 2nd quarter. California State Teachers Retirement System now owns 143,816,270 shares of the oil and gas company’s stock valued at $37,455,509,000 after buying an additional 143,462,183 shares during the last quarter. Norges Bank bought a new position in shares of Valero Energy during the 4th quarter valued at $1,111,542,000. Bank of America Corp DE purchased a new position in shares of Valero Energy in the 2nd quarter worth $1,195,943,000. Arrowstreet Capital Limited Partnership bought a new stake in shares of Valero Energy in the third quarter worth $275,239,000. Finally, Pacer Advisors Inc. grew its holdings in shares of Valero Energy by 2,635.7% in the fourth quarter. Pacer Advisors Inc. now owns 950,527 shares of the oil and gas company’s stock worth $154,736,000 after acquiring an additional 915,782 shares during the period. Hedge funds and other institutional investors own 78.69% of the company’s stock.

Valero Energy Price Performance

Shares of NYSE:VLO opened at $390.81 on Friday. The company has a market capitalization of $112.53 billion, a P/E ratio of 16.22, a P/E/G ratio of 0.43 and a beta of 0.57. Valero Energy Corporation has a 1-year low of $155.29 and a 1-year high of $399.26. The firm’s 50 day simple moving average is $327.00 and its two-hundred day simple moving average is $271.31. 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 announced its quarterly earnings data on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $10.11 by $2.43. The firm had revenue of $44.48 billion during the quarter, compared to analysts’ expectations of $39.47 billion. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The company’s revenue for the quarter was up 48.8% compared to the same quarter last year. During the same period in the prior year, the company posted $2.28 earnings per share. Research analysts expect that Valero Energy Corporation will post 41.22 EPS for the current fiscal year.

Valero Energy Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, August 31st. Shareholders of record on Friday, July 31st were paid a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Friday, July 31st. Valero Energy’s dividend payout ratio is presently 19.92%.

Insider Transactions at Valero Energy

In other Valero Energy news, SVP Eric Fisher sold 7,500 shares of the firm’s stock in a transaction dated 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 sale, the senior vice president directly owned 19,742 shares of the company’s stock, valued at $5,294,212.14. This trade represents a 27.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.36% of the company’s stock.

Valero Energy News Summary

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

• Positive Sentiment: Strong refining margins support profitability. Tight refined-product markets, relatively low diesel inventories and firm distillate demand are improving fuel crack spreads. Valero’s flexible coastal refinery network may allow it to capture these margins while global refining capacity remains constrained. Will Tight Refined Product Markets Support Valero’s Profitability?
• Positive Sentiment: Energy-market tailwinds are lifting the sector. Crude prices above $100 per barrel, amid concerns about shipping attacks and wider Middle East supply disruptions, have supported energy and refining stocks. Valero Energy gains as strong refining margins and energy-market tailwinds support shares
• Positive Sentiment: Recent earnings and estimates remain favorable. Valero’s latest reported quarter produced $12.54 in EPS versus a $10.11 consensus estimate, while revenue rose 48.8% year over year. Erste Group Bank also raised its 2026 EPS forecast to $43.31 from $42.76, above the current consensus estimate of $41.15.
• Positive Sentiment: Analyst and quantitative support add to bullish sentiment. UBS recently raised its price target to $450 while maintaining a Buy rating, and Zacks included VLO among its Rank #1 “Strong Buy” growth stocks. A reported bullish order-flow signal also attracted trading attention. Valero Energy Shares Up 2% After Key Trading Signal
• Neutral Sentiment: Institutional positioning is mixed. Hundreds of institutions added shares in the latest quarter, but several large investors reduced their holdings, including T. Rowe Price, Ameriprise, Victory Capital and Geode.
• Negative Sentiment: Insider selling is a cautionary signal. Valero insiders reportedly made three open-market sales totaling approximately 22,500 shares over the past six months, with no reported purchases. In addition, some published analyst targets remain well below the current share price, highlighting valuation risk if refining margins weaken.

Analysts Set New Price Targets

A number of research firms have weighed in on VLO. TD Cowen increased their target price on Valero Energy from $338.00 to $350.00 and gave the company a “hold” rating in a report on Monday, August 3rd. Citigroup upped their price target on shares of Valero Energy from $259.00 to $302.00 and gave the company a “neutral” rating in a research report on Tuesday, July 14th. Mizuho boosted their target price on shares of Valero Energy from $289.00 to $300.00 and gave the company a “neutral” rating in a research report on Tuesday, August 4th. Zacks Research upgraded Valero Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, August 4th. Finally, Piper Sandler boosted their price target on Valero Energy from $329.00 to $435.00 and gave the company an “overweight” rating in a report on Thursday, September 3rd. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Valero Energy has an average rating of “Moderate Buy” and a consensus target price of $301.76.

Valero Energy Profile

Valero Energy Corporation is an international energy company headquartered in San Antonio, Texas. Its primary business is refining crude oil into transportation fuels and other products, including gasoline, diesel, jet fuel, asphalt, lubricants and petrochemical feedstocks.

Valero operates refineries and related facilities in the United States, Canada and the United Kingdom, and markets its products through wholesale and commercial channels in North America and other international markets.