VIRGINIA RETIREMENT SYSTEMS ET Al Acquires 16,032 Shares of Valero Energy Corporation $VLO

VIRGINIA RETIREMENT SYSTEMS ET Al boosted its holdings in Valero Energy Corporation (NYSE:VLO) by 480.0% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 19,372 shares of the oil and gas company’s stock after acquiring an additional 16,032 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in Valero Energy were worth $7,509,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of VLO. Parcion Private Wealth LLC lifted its holdings in shares of Valero Energy by 15.7% in the 3rd quarter. Parcion Private Wealth LLC now owns 3,351 shares of the oil and gas company’s stock worth $1,299,000 after purchasing an additional 455 shares during the last quarter. Soltis Investment Advisors LLC grew its stake in Valero Energy by 32.4% during the 3rd quarter. Soltis Investment Advisors LLC now owns 3,021 shares of the oil and gas company’s stock worth $1,171,000 after buying an additional 739 shares during the last quarter. Choreo LLC grew its stake in Valero Energy by 4.0% during the 3rd quarter. Choreo LLC now owns 12,297 shares of the oil and gas company’s stock worth $4,767,000 after buying an additional 471 shares during the last quarter. Armstrong Fleming & Moore Inc acquired a new stake in Valero Energy in the third quarter worth $281,000. Finally, Sage Rhino Capital LLC acquired a new stake in Valero Energy in the third quarter worth $207,000. 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: 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

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the company. Morgan Stanley raised their target price on Valero Energy from $255.00 to $411.00 and gave the company an “equal weight” rating in a research note on Monday, September 14th. Weiss Ratings upgraded shares of Valero Energy from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Thursday. Wells Fargo & Company increased their price objective on shares of Valero Energy from $485.00 to $489.00 and gave the stock an “overweight” rating in a report on Friday, October 23rd. Piper Sandler lifted their price objective on shares of Valero Energy from $329.00 to $435.00 and gave the company an “overweight” rating in a research report on Thursday, September 3rd. Finally, TD Cowen lifted their price objective on shares of Valero Energy from $375.00 to $400.00 and gave the company a “hold” rating in a research report on Thursday, October 22nd. Three analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Valero Energy currently has a consensus rating of “Moderate Buy” and a consensus price target of $379.94.

Valero Energy Stock Up 4.0%

VLO opened at $400.04 on Friday. Valero Energy Corporation has a 12 month low of $159.90 and a 12 month high of $461.52. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.72 and a quick ratio of 1.23. The stock has a market cap of $115.18 billion, a P/E ratio of 9.00, a P/E/G ratio of 0.21 and a beta of 0.59. The stock’s 50 day moving average price is $397.64 and its 200 day moving average price is $285.06.

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

Valero Energy Announces Dividend

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

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.