Lmcg Investments LLC Trims Holdings in Valero Energy Corporation $VLO

Lmcg Investments LLC trimmed its holdings in Valero Energy Corporation (NYSE:VLO) by 6.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 47,577 shares of the oil and gas company’s stock after selling 3,417 shares during the quarter. Lmcg Investments LLC’s holdings in Valero Energy were worth $11,755,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of the business. JPL Wealth Management LLC bought a new stake in shares of Valero Energy in the 3rd quarter worth approximately $27,000. Financial Life Planners bought a new stake in Valero Energy in the first quarter worth $28,000. Torren Management LLC purchased a new stake in shares of Valero Energy in the fourth quarter worth $30,000. AXS Investments LLC purchased a new stake in shares of Valero Energy in the fourth quarter worth $32,000. Finally, University of Texas Texas AM Investment Management Co. increased its holdings in shares of Valero Energy by 157.0% during the fourth quarter. University of Texas Texas AM Investment Management Co. now owns 203 shares of the oil and gas company’s stock valued at $33,000 after acquiring an additional 124 shares in the last quarter. Institutional investors own 78.69% of the company’s stock.

More Valero Energy News

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

• Positive Sentiment: J.P. Morgan reiterated a Buy rating on Valero Energy, adding to recent bullish analyst coverage and helping reinforce investor confidence in the stock. Valero Energy (VLO) Gets a Buy from J.P. Morgan
• Positive Sentiment: Analysts expect Valero’s upcoming second-quarter results to show a triple-digit earnings jump, raising hopes for a strong earnings beat later this month. What to Expect From Valero Energy’s Q2 2026 Earnings Report
• Positive Sentiment: Refinery stocks, including VLO, rose after President Trump’s comments on the Iran ceasefire, which traders viewed as supportive for oil and refining names. Refinery Stocks Rise Near Buy Points After Trump Ceasefire Comment
• Neutral Sentiment: A market commentary video highlighted Valero as having strong momentum heading into earnings season, but this was more a sentiment check than a new catalyst. The Big 3: MA, VLO, BLSH
• Neutral Sentiment: Recent coverage also noted that Valero has been volatile around earnings and broader market moves, with investors balancing strong operational trends against its already sharp run-up. Here’s Why Valero Energy (VLO) Fell More Than Broader Market
• Negative Sentiment: Some earlier coverage flagged that VLO had been lagging the broader market on a recent session, suggesting traders are watching for valuation pressure after a big rally. Here’s Why Valero Energy (VLO) Fell More Than Broader Market

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on VLO. Wells Fargo & Company upped their price target on shares of Valero Energy from $220.00 to $292.00 and gave the stock an “overweight” rating in a research note on Tuesday, March 31st. Scotiabank raised their price objective on shares of Valero Energy from $178.00 to $226.00 and gave the company a “sector outperform” rating in a research note on Wednesday, April 22nd. Wall Street Zen raised shares of Valero Energy from a “buy” rating to a “strong-buy” rating in a report on Saturday, April 4th. Citigroup increased their price target on shares of Valero Energy from $246.00 to $259.00 and gave the company a “neutral” rating in a report on Friday, May 1st. Finally, UBS Group reissued a “buy” rating and set a $280.00 price target on shares of Valero Energy in a research report on Thursday, June 11th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $247.59.

Valero Energy Trading Up 6.2%

Valero Energy stock opened at $282.61 on Thursday. Valero Energy Corporation has a one year low of $130.78 and a one year high of $283.28. The business’s fifty day moving average is $251.96 and its 200 day moving average is $223.34. The stock has a market capitalization of $83.92 billion, a PE ratio of 20.54, a price-to-earnings-growth ratio of 0.36 and a beta of 0.55. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.58 and a quick ratio of 1.15.

Valero Energy (NYSE:VLO) last issued its earnings results on Thursday, April 30th. The oil and gas company reported $4.22 earnings per share for the quarter, topping analysts’ consensus estimates of $3.16 by $1.06. The business had revenue of $32.38 billion during the quarter, compared to analyst estimates of $31.38 billion. Valero Energy had a return on equity of 15.94% and a net margin of 3.37%.Valero Energy’s revenue was up 7.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.89 EPS. On average, sell-side analysts predict that Valero Energy Corporation will post 28.72 EPS for the current year.

Valero Energy Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Thursday, May 21st were issued a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend was Thursday, May 21st. Valero Energy’s payout ratio is presently 34.88%.

Insiders Place Their Bets

In related 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 in the company, valued at $5,294,212.14. This represents a 27.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.36% of the stock is currently owned by company insiders.

About Valero Energy

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.