Valero Energy Corporation $VLO Shares Bought by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in shares of Valero Energy Corporation (NYSE:VLO) by 33.9% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 2,058,341 shares of the oil and gas company’s stock after buying an additional 520,642 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Valero Energy were worth $536,074,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of VLO. Whipplewood Advisors LLC grew its position in Valero Energy by 3,400.0% during the first quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company’s stock valued at $26,000 after buying an additional 102 shares during the period. Financial Life Planners acquired a new position in shares of Valero Energy in the first quarter worth about $28,000. Valued Wealth Advisors LLC raised its position in shares of Valero Energy by 134.0% in the first quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock worth $29,000 after acquiring an additional 67 shares during the period. Global Assets Advisory LLC purchased a new stake in shares of Valero Energy during the 1st quarter worth about $33,000. Finally, JPL Wealth Management LLC purchased a new stake in shares of Valero Energy during the 3rd quarter worth about $27,000. Hedge funds and other institutional investors own 78.69% of the company’s stock.

Trending Headlines about Valero Energy

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

• Positive Sentiment: Tight refining market supports margins: Historically low fuel inventories, limited excess refining capacity and ongoing supply disruptions are creating a favorable environment for higher crack spreads. Valero’s flexible, complex coastal refinery network is well positioned to process various crude grades and supply multiple fuel markets. Valero Energy Looks Well Placed in the Tight Global Refining Market
• Positive Sentiment: Strong second-quarter performance and estimates: Valero’s second-quarter 2026 results reportedly showed substantial year-over-year improvement in adjusted EPS and revenue. Rising consensus estimates and a Zacks Rank #1 (Strong Buy) indicate that analysts are becoming more constructive on the company’s earnings prospects. Did Strong Q2 2026 Earnings and Refining Tailwinds Just Shift Valero Energy’s Investment Narrative?
• Positive Sentiment: Relative market strength and favorable valuation: VLO recently gained while the broader market declined. Its low PEG ratio compared with industry peers may be adding to the stock’s appeal, particularly as refining profitability expectations improve. Valero Energy Gains as Market Dips
• Negative Sentiment: One analyst downgrade: Erste Group Bank AG lowered Valero from “buy” to “hold,” which could limit upside sentiment after the stock’s strong advance and near-record trading levels. Finviz Valero Analyst Update

Valero Energy Trading Up 0.1%

Shares of Valero Energy stock opened at $352.66 on Monday. The company has a current ratio of 1.64, a quick ratio of 1.23 and a debt-to-equity ratio of 0.37. Valero Energy Corporation has a twelve month low of $150.10 and a twelve month high of $353.00. The firm has a market capitalization of $101.54 billion, a PE ratio of 14.63, a P/E/G ratio of 0.23 and a beta of 0.55. The firm’s 50-day moving average price is $303.55 and its 200 day moving average price is $259.47.

Valero Energy (NYSE:VLO) last posted its quarterly earnings data on Thursday, July 30th. The oil and gas company reported $12.54 EPS for the quarter, topping the consensus estimate of $10.11 by $2.43. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.The company had revenue of $44.48 billion during the quarter, compared to analyst estimates of $39.47 billion. During the same period in the previous year, the business earned $2.28 EPS. Valero Energy’s quarterly revenue was up 48.8% on a year-over-year basis. On average, sell-side analysts predict that Valero Energy Corporation will post 40.7 EPS for the current fiscal year.

Valero Energy Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Friday, July 31st will be given a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, July 31st. Valero Energy’s payout ratio is presently 19.92%.

Analysts Set New Price Targets

Several brokerages recently weighed in on VLO. UBS Group lifted their price target on Valero Energy from $280.00 to $355.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Morgan Stanley boosted their price objective on Valero Energy from $232.00 to $255.00 and gave the company an “equal weight” rating in a research report on Friday, June 12th. Wells Fargo & Company upped their target price on Valero Energy from $292.00 to $356.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. The Goldman Sachs Group increased their target price on Valero Energy from $286.00 to $357.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. Finally, TD Cowen lifted their price target on shares of Valero Energy from $338.00 to $350.00 and gave the company a “hold” rating in a research note on Monday, August 3rd. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $288.00.

Insider Buying and Selling

In other Valero Energy news, SVP Eric A. Fisher sold 7,500 shares of the firm’s stock in a transaction on Monday, June 29th. The stock was sold at an average price of $268.17, for a total value of $2,011,275.00. Following the transaction, the senior vice president owned 19,742 shares in the company, valued at approximately $5,294,212.14. This trade represents a 27.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.36% of the company’s stock.

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.