Valero Energy Corporation $VLO Shares Bought by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC grew its stake in Valero Energy Corporation (NYSE:VLO) by 49.4% during the first quarter, HoldingsChannel reports. The firm owned 11,612 shares of the oil and gas company’s stock after purchasing an additional 3,840 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Valero Energy were worth $2,869,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Woodline Partners LP lifted its holdings in shares of Valero Energy by 40.7% in the 1st quarter. Woodline Partners LP now owns 26,747 shares of the oil and gas company’s stock valued at $3,532,000 after buying an additional 7,735 shares during the period. Sivia Capital Partners LLC grew its stake in shares of Valero Energy by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,929 shares of the oil and gas company’s stock worth $259,000 after purchasing an additional 222 shares during the period. Gamco Investors INC. ET AL purchased a new position in shares of Valero Energy in the 2nd quarter valued at about $528,000. Sei Investments Co. lifted its stake in shares of Valero Energy by 11.3% in the second quarter. Sei Investments Co. now owns 269,043 shares of the oil and gas company’s stock valued at $36,165,000 after purchasing an additional 27,291 shares during the period. Finally, Treasurer of the State of North Carolina boosted its holdings in Valero Energy by 0.9% during the second quarter. Treasurer of the State of North Carolina now owns 145,810 shares of the oil and gas company’s stock worth $19,600,000 after buying an additional 1,338 shares in the last quarter. 78.69% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Valero Energy

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

• Positive Sentiment: Valero reaffirmed its quarterly dividend at $1.20 per share, payable August 31 to shareholders of record July 31. The continued payout reinforces the company’s shareholder-return strategy and may appeal to income-focused investors. Is Valero Using Its Steady Dividend To Redefine Its Cash Return Priorities?
• Positive Sentiment: Erste Group Bank raised its Valero EPS forecasts to $33.58 for fiscal 2026 from $32.09 and to $23.83 for fiscal 2027 from $23.00. The upgrades suggest improving expectations for refining profitability, although they remain below the broader current-year consensus of $36.46.
• Positive Sentiment: Zacks identified VLO as one of three preferred refining and marketing stocks, citing broad industry strength and the potential for continued support from refining margins. 3 Top Refining and Marketing Stocks Riding Industry Strength
• Neutral Sentiment: Previews for Valero’s second-quarter report point to elevated crack spreads and steady fuel demand as potential earnings drivers. Investors are focused on the company’s upcoming results for confirmation that current refining strength is sustainable. Valero Energy Q2 Earnings on Deck
• Negative Sentiment: Risks include high crude costs, volatility in renewable diesel and the possibility that the stock already reflects peak-cycle earnings. A valuation near recent highs leaves less margin for error if refining margins weaken or the second-quarter report disappoints. Valero Q2 Earnings Preview

Analyst Ratings Changes

VLO has been the subject of a number of research reports. Raymond James Financial lifted their price target on shares of Valero Energy from $300.00 to $340.00 and gave the company a “strong-buy” rating in a research report on Monday, July 13th. Wolfe Research reiterated an “underperform” rating and set a $203.00 target price on shares of Valero Energy in a research report on Tuesday, April 21st. Barclays raised their price target on Valero Energy from $261.00 to $279.00 and gave the company an “overweight” rating in a research report on Wednesday, July 1st. Citigroup increased their price objective on shares of Valero Energy from $259.00 to $302.00 and gave the company a “neutral” rating in a research note on Tuesday, July 14th. Finally, TD Cowen lifted their target price on shares of Valero Energy from $292.00 to $338.00 and gave the stock a “hold” rating in a research report on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $266.71.

Insiders Place Their Bets

In other Valero Energy news, SVP Eric A. Fisher sold 7,500 shares of the stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $268.17, for a total transaction of $2,011,275.00. Following the transaction, the senior vice president 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 document filed with the SEC, which is accessible through this hyperlink. 0.36% of the stock is currently owned by corporate insiders.

Valero Energy Price Performance

Shares of NYSE:VLO opened at $303.04 on Thursday. The business has a fifty day simple moving average of $267.87 and a 200-day simple moving average of $237.27. Valero Energy Corporation has a 52 week low of $130.78 and a 52 week high of $320.24. The company has a market cap of $89.98 billion, a P/E ratio of 22.02, a P/E/G ratio of 0.19 and a beta of 0.55. 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 (NYSE:VLO) last issued its quarterly earnings results on Thursday, April 30th. The oil and gas company reported $4.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $31.38 billion. During the same period last year, the company earned $0.89 EPS. The firm’s quarterly revenue was up 7.0% on a year-over-year basis. Equities research analysts forecast that Valero Energy Corporation will post 36.64 EPS for the current year.

Valero Energy Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Friday, July 31st will be issued a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Friday, July 31st. Valero Energy’s payout ratio is presently 34.88%.

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.