Spectrum Strategic Capital Management LLC Takes $516,000 Position in Valero Energy Corporation $VLO

Spectrum Strategic Capital Management LLC purchased a new stake in shares of Valero Energy Corporation (NYSE:VLO) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 3,169 shares of the oil and gas company’s stock, valued at approximately $516,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. JPL Wealth Management LLC purchased a new stake in Valero Energy during the third quarter valued at $27,000. Torren Management LLC purchased a new stake in Valero Energy during the fourth quarter valued at $30,000. Cypress Capital Management LLC WY purchased a new stake in Valero Energy during the third quarter valued at $34,000. Triumph Capital Management purchased a new stake in Valero Energy during the third quarter valued at $35,000. Finally, Accordant Advisory Group Inc increased its position in Valero Energy by 194.4% during the fourth quarter. Accordant Advisory Group Inc now owns 212 shares of the oil and gas company’s stock valued at $35,000 after acquiring an additional 140 shares during the last quarter. 78.69% of the stock is owned by institutional investors.

Valero Energy Stock Performance

Shares of VLO opened at $250.34 on Monday. The company has a quick ratio of 1.15, a current ratio of 1.58 and a debt-to-equity ratio of 0.39. Valero Energy Corporation has a 52 week low of $125.10 and a 52 week high of $258.43. The business has a 50-day simple moving average of $238.98 and a two-hundred day simple moving average of $201.87. The stock has a market cap of $74.33 billion, a price-to-earnings ratio of 18.19, a PEG ratio of 0.35 and a beta of 0.58.

Valero Energy (NYSE:VLO) last released its earnings results on Thursday, April 30th. The oil and gas company reported $4.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.16 by $1.06. Valero Energy had a return on equity of 15.94% and a net margin of 3.37%.The firm had revenue of $32.38 billion during the quarter, compared to analysts’ expectations of $31.38 billion. During the same quarter last year, the business posted $0.89 earnings per share. The firm’s revenue was up 7.0% on a year-over-year basis. On average, analysts expect that Valero Energy Corporation will post 28.26 EPS for the current year.

Valero Energy Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Thursday, May 21st will be given a dividend of $1.20 per share. The ex-dividend date is Thursday, May 21st. This represents a $4.80 annualized dividend and a dividend yield of 1.9%. Valero Energy’s dividend payout ratio (DPR) is currently 34.88%.

Insider Activity

In related news, SVP Eric A. Fisher sold 400 shares of the stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $238.60, for a total transaction of $95,440.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Corporate 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: Scotiabank raised its earnings estimates for Valero Energy, lifting FY2026 EPS to $27.10 from $25.85 and FY2027 EPS to $26.15 from $24.80, while keeping a Sector Outperform rating and a $226 target price.
• Positive Sentiment: Several recent writeups highlighted Valero’s refining flexibility, higher export volumes, and strong margins, saying tight global fuel supply continues to support profitability and has helped drive the stock’s strong year-long outperformance. Yahoo Finance article
• Positive Sentiment: Market commentary also pointed to a historic SPR-related pricing dislocation creating an arbitrage opportunity for refiners like Valero, which could support near-term refining economics. MarketBeat article
• Neutral Sentiment: Analyst-target articles suggest Wall Street remains moderately optimistic, but they do not add a new catalyst beyond the already favorable refining backdrop. Barchart article

Analyst Upgrades and Downgrades

VLO has been the subject of a number of research reports. Wall Street Zen upgraded Valero Energy from a “buy” rating to a “strong-buy” rating in a research report on Saturday, April 4th. Morgan Stanley upped their price objective on Valero Energy from $182.00 to $222.00 and gave the company an “equal weight” rating in a research report on Friday, April 24th. Wells Fargo & Company upped their price objective on Valero Energy from $220.00 to $292.00 and gave the company an “overweight” rating in a research report on Tuesday, March 31st. Zacks Research upgraded Valero Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Finally, Weiss Ratings upgraded Valero Energy from a “hold (c)” rating to a “buy (b-)” rating in a research report on Monday, May 4th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Valero Energy presently has a consensus rating of “Moderate Buy” and an average price target of $237.94.

About Valero Energy

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.