Erste Group Bank Predicts Valero Energy FY2026 Earnings

Valero Energy Corporation (NYSE:VLO) – Analysts at Erste Group Bank boosted their FY2026 EPS estimates for shares of Valero Energy in a research report issued on Thursday, August 27th. Erste Group Bank analyst H. Engel now expects that the oil and gas company will post earnings of $42.76 per share for the year, up from their prior forecast of $42.13. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for Valero Energy’s current full-year earnings is $40.70 per share.

Valero Energy (NYSE:VLO) last issued its quarterly earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share for the quarter, topping analysts’ consensus estimates of $10.11 by $2.43. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The firm had revenue of $44.48 billion during the quarter, compared to analysts’ expectations of $39.47 billion. During the same quarter in the prior year, the business earned $2.28 EPS. Valero Energy’s quarterly revenue was up 48.8% compared to the same quarter last year.

Other equities research analysts also recently issued research reports about the stock. Raymond James Financial increased their target price on shares of Valero Energy from $300.00 to $340.00 and gave the stock a “strong-buy” rating in a research note on Monday, July 13th. The Goldman Sachs Group boosted their price target on Valero Energy from $286.00 to $357.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. UBS Group increased their price objective on Valero Energy from $280.00 to $355.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Citigroup lifted their target price on Valero Energy from $259.00 to $302.00 and gave the company a “neutral” rating in a research note on Tuesday, July 14th. Finally, Barclays boosted their target price on Valero Energy from $279.00 to $323.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $289.94.

Valero Energy Trading Up 0.8%

NYSE VLO opened at $361.90 on Monday. The firm’s fifty day moving average is $308.23 and its two-hundred day moving average is $261.71. Valero Energy has a one year low of $151.25 and a one year high of $364.90. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.23 and a current ratio of 1.64. The firm has a market cap of $104.20 billion, a PE ratio of 15.02, a P/E/G ratio of 0.41 and a beta of 0.57.

Valero Energy Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, August 31st. Investors of record on Friday, July 31st were issued a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Friday, July 31st. Valero Energy’s dividend payout ratio is currently 19.92%.

Insider Transactions at Valero Energy

In related news, SVP Eric A. Fisher sold 7,500 shares of the firm’s stock in a transaction dated 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 completion of the sale, the senior vice president owned 19,742 shares in the company, valued at $5,294,212.14. This trade 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 this link. 0.36% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Valero Energy

A number of large investors have recently modified their holdings of the business. Sierra Summit Advisors LLC increased its holdings in Valero Energy by 2,325.2% in the fourth quarter. Sierra Summit Advisors LLC now owns 36,378 shares of the oil and gas company’s stock valued at $5,922,000 after buying an additional 34,878 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. boosted its stake in shares of Valero Energy by 846.9% during the 4th quarter. Meiji Yasuda Asset Management Co Ltd. now owns 14,752 shares of the oil and gas company’s stock worth $2,401,000 after acquiring an additional 13,194 shares in the last quarter. North Dakota State Investment Board purchased a new stake in shares of Valero Energy during the 4th quarter worth approximately $1,743,000. Fort Washington Investment Advisors Inc. OH grew its holdings in shares of Valero Energy by 4.2% in the 1st quarter. Fort Washington Investment Advisors Inc. OH now owns 192,430 shares of the oil and gas company’s stock worth $47,546,000 after acquiring an additional 7,702 shares during the period. Finally, Ethic Inc. grew its holdings in shares of Valero Energy by 10.2% in the 4th quarter. Ethic Inc. now owns 45,008 shares of the oil and gas company’s stock worth $7,327,000 after acquiring an additional 4,153 shares during the period. 78.69% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Valero Energy

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

• Positive Sentiment: Wells Fargo raised its price target to $389 from $356 and reiterated an “overweight” rating. The new target implies further upside from the stock’s recent level, providing a notable near-term catalyst. Wells Fargo raises Valero price target
• Positive Sentiment: Valero’s fresh 52-week high reflects continued investor interest in its earnings outlook and operating momentum. The company’s latest quarterly results substantially exceeded expectations, with revenue rising sharply year over year, strengthening the fundamental case for the rally. Valero hits a fresh high
• Positive Sentiment: Analysts have raised their earnings expectations: Erste Group increased its FY2027 EPS forecast to $28.75 from $25.43, while another analyst raised FY2026 estimates. Although Erste maintains a “hold” rating, the revisions indicate improving expectations for Valero’s profitability. Valero EPS estimates increased
• Positive Sentiment: Valero was included among stocks with strong relative price strength, positive earnings revisions and favorable momentum. It was also added to a Zacks Rank #1 “Strong Buy” growth-stock list, potentially attracting momentum-oriented investors. Stocks with relative price strength
• Neutral Sentiment: President Trump’s meeting with refiners to discuss gasoline prices creates uncertainty. Pressure to lower pump prices could benefit consumers but may squeeze refiners’ margins and shareholder returns.

Valero Energy Company 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.