Valero Energy Corporation $VLO Shares Acquired by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. lifted its holdings in Valero Energy Corporation (NYSE:VLO) by 3.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 659,424 shares of the oil and gas company’s stock after purchasing an additional 20,309 shares during the period. Sumitomo Mitsui Trust Group Inc. owned 0.23% of Valero Energy worth $255,599,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Bank of America Corp DE acquired a new stake in shares of Valero Energy in the second quarter worth $1,195,943,000. Amundi grew its position in Valero Energy by 45.3% during the first quarter. Amundi now owns 2,584,976 shares of the oil and gas company’s stock worth $638,695,000 after buying an additional 806,018 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Valero Energy by 33.9% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,058,341 shares of the oil and gas company’s stock valued at $536,074,000 after acquiring an additional 520,642 shares during the period. Corient Private Wealth LP bought a new position in Valero Energy during the second quarter valued at about $59,917,000. Finally, Arrowstreet Capital Limited Partnership raised its holdings in Valero Energy by 18.4% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,842,339 shares of the oil and gas company’s stock valued at $702,285,000 after acquiring an additional 442,177 shares in the last quarter. 78.69% of the stock is owned by institutional investors.

Valero Energy News Roundup

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

• Positive Sentiment: Houston acquisition expands Valero’s refining footprint: Valero agreed to acquire LyondellBasell’s former Houston Refinery site and related assets for $320.5 million. The transaction is expected to close in the fourth quarter of 2026 and includes the assumption of site operations, environmental liabilities, pension costs and related employee obligations. The deal could provide strategic infrastructure and operational growth in a major refining market. Valero to Acquire Former Houston Refinery from LyondellBasell
• Positive Sentiment: Large buyback authorization supports the stock: Valero reportedly authorized up to $10 billion in share repurchases after a strong quarter, increasing its ability to return excess cash to shareholders and potentially support per-share earnings. Valero authorizes USD 10.0 billion buyback
• Positive Sentiment: Exceptional quarterly profitability remains a catalyst: Valero generated $6.8 billion of third-quarter net income, while management allocated $1.7 billion of 2026 capital guidance to sustaining operations. Strong cash generation and refining margins reinforce the company’s capacity for shareholder returns. Valero: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Analyst valuation views improved but remain mixed: A consolidated fair-value estimate reportedly increased to $426.42 from $401.53, while some analysts remain cautious after the stock’s significant multiyear gains. Another analysis argues that Valero may still be undervalued on current earnings. Valero Energy Stock Sees Fair Value Lift
• Negative Sentiment: Put-option activity signals hedging or bearish positioning: Traders bought approximately 16,660 VLO put options, about 41% above average volume. This may reflect increased concern about downside risk following the stock’s strong run.
• Negative Sentiment: Sector-wide profit-taking risk persists: Commentary argued that investors should consider selling refiners after an exceptionally strong year, suggesting concerns that refining margins and share prices may have peaked. It’s Time to Sell the Refiners

Valero Energy Stock Up 4.0%

VLO opened at $400.04 on Friday. The firm’s 50-day simple moving average is $397.64 and its 200-day simple moving average is $285.06. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.23 and a current ratio of 1.72. Valero Energy Corporation has a twelve month low of $159.90 and a twelve month high of $461.52. The firm has a market cap of $115.18 billion, a price-to-earnings ratio of 9.00, a PEG ratio of 0.21 and a beta of 0.59.

Valero Energy (NYSE:VLO) last announced its earnings results on Thursday, October 22nd. The oil and gas company reported $23.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $21.17 by $2.73. Valero Energy had a net margin of 8.44% and a return on equity of 45.90%. The business had revenue of $46.10 billion during the quarter, compared to analysts’ expectations of $42.71 billion. During the same quarter last year, the company posted $3.66 EPS. The firm’s revenue for the quarter was up 43.3% on a year-over-year basis. Equities research analysts anticipate that Valero Energy Corporation will post 57.42 EPS for the current fiscal year.

Valero Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, December 21st. Shareholders of record on Tuesday, November 24th will be paid a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, November 24th. Valero Energy’s dividend payout ratio is currently 10.80%.

Analysts Set New Price Targets

Several brokerages have recently weighed in on VLO. Morgan Stanley lifted their price objective on Valero Energy from $255.00 to $411.00 and gave the stock an “equal weight” rating in a report on Monday, September 14th. Piper Sandler upped their target price on Valero Energy from $329.00 to $435.00 and gave the company an “overweight” rating in a research note on Thursday, September 3rd. Bank of America raised their target price on Valero Energy from $395.00 to $414.00 and gave the stock a “neutral” rating in a research report on Friday, October 2nd. Barclays raised their target price on Valero Energy from $441.00 to $443.00 and gave the stock an “overweight” rating in a research report on Friday, October 23rd. Finally, Zacks Research upgraded shares of Valero Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, August 4th. Three equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Valero Energy has an average rating of “Moderate Buy” and a consensus target price of $379.94.

About Valero Energy

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.