Philadelphia Investment Partners LLC Takes Position in Valero Energy Corporation $VLO

Philadelphia Investment Partners LLC bought a new stake in shares of Valero Energy Corporation (NYSE:VLO) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 2,193 shares of the oil and gas company’s stock, valued at approximately $752,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of VLO. Whipplewood Advisors LLC boosted its stake in Valero Energy by 3,400.0% during the first quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company’s stock worth $26,000 after buying an additional 102 shares during the period. Financial Life Planners bought a new stake in shares of Valero Energy in the 1st quarter worth about $28,000. Valued Wealth Advisors LLC lifted its holdings in shares of Valero Energy by 134.0% in 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 during the last quarter. Global Assets Advisory LLC purchased a new position in shares of Valero Energy during the 1st quarter worth about $33,000. Finally, JPL Wealth Management LLC purchased a new position in shares of Valero Energy during the 3rd quarter worth about $27,000. Hedge funds and other institutional investors own 78.69% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently weighed in on VLO. Weiss Ratings raised shares of Valero Energy from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, August 6th. Citigroup boosted their target price on Valero Energy from $259.00 to $302.00 and gave the company a “neutral” rating in a research report on Tuesday, July 14th. Morgan Stanley upped their target price on Valero Energy from $232.00 to $255.00 and gave the company an “equal weight” rating in a research note on Friday, June 12th. Jefferies Financial Group set a $350.00 price target on Valero Energy in a report on Monday, August 3rd. Finally, Raymond James Financial boosted their price objective on Valero Energy from $300.00 to $340.00 and gave the company a “strong-buy” rating in a report on Monday, July 13th. Two investment 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, Valero Energy has a consensus rating of “Moderate Buy” and an average price target of $288.00.

Insiders Place Their Bets

In other Valero Energy news, SVP Eric A. Fisher sold 7,500 shares of the business’s stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $268.17, for a total value of $2,011,275.00. Following the completion of the transaction, the senior vice president directly owned 19,742 shares of the company’s stock, valued at approximately $5,294,212.14. The trade was a 27.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 0.36% of the company’s stock.

More Valero Energy News

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

• Positive Sentiment: Strong refining environment supports earnings: Valero and Marathon Petroleum have more than doubled in 2026 as global refining margins surged amid supply disruptions. Barron’s reportedly sees additional upside for U.S. refiners if favorable market conditions persist. Marathon Petroleum and Valero Energy Have Exploded in 2026, But Barron’s Sees More Upside
• Positive Sentiment: Cash and balance-sheet strength may support shareholder returns: Analysts highlight Valero’s approximately $7.9 billion cash balance, low leverage, and history of capital returns. Refinery upgrades could improve future cash generation and provide flexibility for dividends, buybacks, or debt management. Will Valero’s Excess Cash Translate Into Higher Shareholder Returns?
• Positive Sentiment: Analyst and style-screen support remains favorable: Valero is being promoted as a growth, value, low-beta, and low-leverage idea. Zacks lists VLO among its Strong Buy growth stocks, while the average Wall Street recommendation is equivalent to Buy. Falling Treasury yields may also improve the appeal of financially resilient companies. Best Growth Stocks to Buy for August 25th
• Neutral Sentiment: Valero compares favorably with Marathon Petroleum: Marathon offers a lower valuation and MPLX exposure, but commentary favors Valero for its stronger balance sheet and share-price momentum. Marathon vs. Valero: Which Refining Stock Is the Better Buy Now?
• Negative Sentiment: Valuation creates downside risk: After substantial gains, including strong one- and three-month performance, some analysis questions whether Valero now trades above fair value. Investors may therefore become more sensitive to weaker refining margins or profit-taking. Is Valero Energy Fully Valued as Shares Trade Above Fair Value?

Valero Energy Stock Up 2.4%

Shares of Valero Energy stock opened at $348.67 on Thursday. Valero Energy Corporation has a 52-week low of $146.76 and a 52-week high of $353.00. The company has a quick ratio of 1.23, a current ratio of 1.64 and a debt-to-equity ratio of 0.37. The company has a market cap of $100.39 billion, a P/E ratio of 14.47, a PEG ratio of 0.22 and a beta of 0.55. The firm’s 50 day moving average price is $299.01 and its 200-day moving average price is $257.39.

Valero Energy (NYSE:VLO) last posted its quarterly earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share for the quarter, beating the consensus estimate of $10.11 by $2.43. The business had revenue of $44.48 billion for the quarter, compared to the consensus estimate of $39.47 billion. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.The company’s quarterly revenue was up 48.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.28 EPS. On average, sell-side analysts predict that Valero Energy Corporation will post 40.62 EPS for the current fiscal year.

Valero Energy Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Friday, July 31st will be given a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, July 31st. Valero Energy’s dividend payout ratio (DPR) is currently 19.92%.

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.