Legacy Financial Independent Advisors LLC Makes New Investment in Valero Energy Corporation $VLO

Legacy Financial Independent Advisors LLC acquired a new stake in shares of Valero Energy Corporation (NYSE:VLO) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 8,885 shares of the oil and gas company’s stock, valued at approximately $3,444,000. Valero Energy accounts for 1.7% of Legacy Financial Independent Advisors LLC’s portfolio, making the stock its 20th biggest position.

Other institutional investors have also modified their holdings of the company. Blue Zone Wealth Advisors LLC grew its position in Valero Energy by 2.4% in the third quarter. Blue Zone Wealth Advisors LLC now owns 1,027 shares of the oil and gas company’s stock worth $398,000 after buying an additional 24 shares during the last quarter. Grove Bank & Trust boosted its stake in shares of Valero Energy by 1.0% during the 3rd quarter. Grove Bank & Trust now owns 2,608 shares of the oil and gas company’s stock worth $1,011,000 after acquiring an additional 25 shares in the last quarter. Sigma Planning Corp boosted its stake in shares of Valero Energy by 0.4% during the 3rd quarter. Sigma Planning Corp now owns 7,171 shares of the oil and gas company’s stock worth $2,779,000 after acquiring an additional 29 shares in the last quarter. Modera Wealth Management LLC grew its holdings in shares of Valero Energy by 3.7% in the 3rd quarter. Modera Wealth Management LLC now owns 956 shares of the oil and gas company’s stock worth $370,000 after acquiring an additional 34 shares during the last quarter. Finally, Cornerstone Financial Management LLC grew its holdings in shares of Valero Energy by 57.6% in the 2nd quarter. Cornerstone Financial Management LLC now owns 104 shares of the oil and gas company’s stock worth $27,000 after acquiring an additional 38 shares during the last quarter. Institutional investors and hedge funds own 78.69% of the company’s stock.

Valero Energy News Summary

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

• Positive Sentiment: Zacks added VLO to its Rank #1 (Strong Buy) growth-stock list, offering a favorable near-term analyst signal. Article: Best Growth Stocks to Buy for November 5th
• Positive Sentiment: Valero’s reported $320.5 million Houston refinery acquisition could expand its Gulf Coast footprint, adding 165,000 barrels per day of planned capacity. The expansion may support future growth, though the article frames it as a potential catalyst. Article: Valero’s $320.5M Houston Refinery Deal: A Growth Catalyst for VLO?
• Positive Sentiment: Coverage highlighted strong third-quarter results for Valero and other refiners, supported by refining margins and favorable energy-market conditions. Article: The Zacks Analyst Blog Highlights Phillips 66, Valero Energy and HF Sinclair
• Neutral Sentiment: Mizuho raised its price target slightly, from $434 to $436, but kept a Neutral rating—suggesting a higher valuation estimate without a stronger recommendation. Article: Tickerreport.com
• Negative Sentiment: Valero fell with other oil refiners in a broad sector selloff following Democrats’ Senate win. The group’s weakness, rather than a reported Valero-specific setback, was cited as a driver of the decline. Article: Oil stocks slide after Democrats win the Senate

Valero Energy Price Performance

Shares of NYSE:VLO opened at $350.89 on Friday. Valero Energy Corporation has a fifty-two week low of $159.90 and a fifty-two week high of $461.52. The business has a 50-day moving average of $399.62 and a two-hundred day moving average of $288.80. The stock has a market capitalization of $101.03 billion, a P/E ratio of 7.89, a P/E/G ratio of 0.19 and a beta of 0.58. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.72 and a quick ratio of 1.33.

Valero Energy (NYSE:VLO) last released its earnings results on Thursday, October 22nd. The oil and gas company reported $23.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $21.17 by $2.73. The firm had revenue of $46.10 billion for the quarter, compared to analyst estimates of $42.71 billion. Valero Energy had a return on equity of 45.90% and a net margin of 8.44%. The company’s revenue was up 43.3% on a year-over-year basis. During the same quarter last year, the firm posted $3.66 EPS. On average, equities research analysts predict that Valero Energy Corporation will post 57.83 EPS for the current fiscal year.

Valero Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, December 21st. Stockholders of record on Tuesday, November 24th will be paid a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Tuesday, November 24th. Valero Energy’s dividend payout ratio is currently 10.80%.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on VLO. Citigroup lifted their price target on Valero Energy from $485.00 to $490.00 and gave the stock a “neutral” rating in a research note on Friday, October 23rd. Weiss Ratings upgraded Valero Energy from a “buy (b+)” rating to a “buy (a-)” rating in a report on Thursday, October 29th. JPMorgan Chase & Co. upped their price objective on shares of Valero Energy from $339.00 to $439.00 and gave the company an “overweight” rating in a research note on Thursday, October 8th. Mizuho raised their target price on shares of Valero Energy from $434.00 to $436.00 and gave the stock a “neutral” rating in a report on Monday. Finally, Freedom Broker downgraded shares of Valero Energy from a “hold” rating to a “sell” rating and set a $276.00 target price on the stock. in a research report on Friday, October 23rd. Three investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Valero Energy presently has an average rating of “Moderate Buy” and a consensus price target of $406.32.

Valero Energy Company Profile

Valero Energy Corporation is an international energy company headquartered in San Antonio, Texas. The company’s primary business is refining and marketing transportation fuels, including gasoline, diesel, jet fuel and other products used by commercial, industrial and consumer customers.

Valero operates refineries in the United States, Canada and the United Kingdom. Its refining operations also produce asphalt, petrochemical feedstocks and other petroleum-based products. The company markets fuel through wholesale channels and branded retail networks, including Valero, Beacon and Shamrock-branded locations.

In addition to conventional refining, Valero has businesses focused on renewable fuels.