Erste Group Bank Weighs in on Valero Energy FY2026 Earnings

Valero Energy Corporation (NYSE:VLO) – Stock analysts at Erste Group Bank lifted their FY2026 earnings per share estimates for Valero Energy in a research note issued to investors on Tuesday, September 8th. Erste Group Bank analyst H. Engel now expects that the oil and gas company will earn $43.31 per share for the year, up from their prior forecast of $42.76. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for Valero Energy’s current full-year earnings is $41.15 per share.

Valero Energy (NYSE:VLO) last announced 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. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.The company had revenue of $44.48 billion during the quarter, compared to analysts’ expectations of $39.47 billion. During the same period last year, the business earned $2.28 earnings per share. Valero Energy’s quarterly revenue was up 48.8% on a year-over-year basis.

Several other equities analysts have also weighed in on the stock. UBS Group lifted their target price on shares of Valero Energy from $355.00 to $450.00 and gave the company a “buy” rating in a report on Tuesday. Citigroup increased their price target on shares of Valero Energy from $259.00 to $302.00 and gave the stock a “neutral” rating in a report on Tuesday, July 14th. Jefferies Financial Group set a $350.00 price target on shares of Valero Energy in a research report on Monday, August 3rd. Barclays lifted their price objective on shares of Valero Energy from $279.00 to $323.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Finally, The Goldman Sachs Group upped their price objective on shares of Valero Energy from $286.00 to $357.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $301.76.

Valero Energy Trading Down 0.8%

Valero Energy stock opened at $385.92 on Friday. The company has a current ratio of 1.64, a quick ratio of 1.23 and a debt-to-equity ratio of 0.37. Valero Energy has a 12 month low of $155.29 and a 12 month high of $393.54. The stock’s 50 day simple moving average is $324.54 and its two-hundred day simple moving average is $270.47. The firm has a market cap of $111.12 billion, a PE ratio of 16.01, a P/E/G ratio of 0.44 and a beta of 0.57.

Valero Energy Dividend Announcement

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

Insider Transactions at Valero Energy

In related news, SVP Eric Fisher sold 7,500 shares of Valero Energy stock in a transaction on Monday, June 29th. The shares were sold at an average price of $268.17, for a total value of $2,011,275.00. Following the sale, the senior vice president owned 19,742 shares of the company’s stock, valued at approximately $5,294,212.14. This trade represents a 27.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On Valero Energy

A number of large investors have recently added to or reduced their stakes in the stock. Whipplewood Advisors LLC lifted its holdings 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 valued at $26,000 after purchasing an additional 102 shares in the last quarter. Cornerstone Financial Management LLC increased its stake in shares of Valero Energy by 57.6% during the second quarter. Cornerstone Financial Management LLC now owns 104 shares of the oil and gas company’s stock worth $27,000 after purchasing an additional 38 shares in the last quarter. JPL Wealth Management LLC purchased a new stake in shares of Valero Energy during the third quarter worth about $27,000. Financial Life Planners acquired a new position in shares of Valero Energy during the 1st quarter worth about $28,000. Finally, Valued Wealth Advisors LLC lifted its stake in 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 valued at $29,000 after buying an additional 67 shares in the last quarter. 78.69% of the stock is currently owned by institutional investors and hedge funds.

About Valero Energy

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.