FY2026 EPS Estimate for Valero Energy Boosted by Analyst

Key Points

• Erste Group Bank raised Valero’s FY2026 EPS estimate to $42.76 from $42.13, above the $40.70 consensus forecast, while maintaining a “Hold” rating.
• Valero reported strong quarterly results, earning $12.54 per share versus the $10.11 analyst consensus and generating $44.48 billion in revenue, up 48.8% year over year.
• Shares opened at $352.66, near their 52-week high, while analysts maintain a “Moderate Buy” consensus with an average price target of $288; the company also declared a quarterly dividend of $1.20 per share.

Valero Energy Corporation (NYSE:VLO - Free Report) - Investment analysts at Erste Group Bank upped their FY2026 earnings per share 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 per share of $42.76 for the year, up from their previous estimate 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.

VLO has been the topic of a number of other research reports. Zacks Research raised shares of Valero Energy from a "hold" rating to a "strong-buy" rating in a report on Tuesday, August 4th. Piper Sandler reiterated an "overweight" rating and set a $329.00 price objective on shares of Valero Energy in a research report on Thursday, July 23rd. Raymond James Financial increased their price objective on Valero Energy from $300.00 to $340.00 and gave the stock a "strong-buy" rating in a report on Monday, July 13th. Wells Fargo & Company raised their target price on Valero Energy from $292.00 to $356.00 and gave the company an "overweight" rating in a research report on Friday, July 31st. Finally, Mizuho lifted their target price on Valero Energy from $289.00 to $300.00 and gave the company a "neutral" rating in a research note on Tuesday, August 4th. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, Valero Energy has a consensus rating of "Moderate Buy" and a consensus target price of $288.00.

Valero Energy Stock Performance

VLO stock opened at $352.66 on Monday. Valero Energy has a 1 year low of $150.10 and a 1 year high of $353.00. The stock has a market capitalization of $101.54 billion, a price-to-earnings ratio of 14.63, a PEG ratio of 0.23 and a beta of 0.55. 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 stock's fifty day moving average is $303.55 and its two-hundred day moving average is $259.47.

Valero Energy (NYSE:VLO - Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $10.11 by $2.43. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.The business had revenue of $44.48 billion during the quarter, compared to analyst estimates of $39.47 billion. During the same quarter in the previous year, the firm posted $2.28 EPS. The business's revenue for the quarter was up 48.8% compared to the same quarter last year.

Valero Energy Announces Dividend

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

Insider Activity at Valero Energy

In other news, SVP Eric A. Fisher sold 7,500 shares of the company'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 completion of the sale, 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 filing with the SEC, which is available through this link. Corporate insiders own 0.36% of the company's stock.

Institutional Investors Weigh In On Valero Energy

Hedge funds and other institutional investors have recently bought and sold shares of the business. Cornerstone Financial Management LLC grew its position in shares of Valero Energy by 57.6% in the second quarter. Cornerstone Financial Management LLC now owns 104 shares of the oil and gas company's stock valued at $27,000 after purchasing an additional 38 shares during the last quarter. V Square Quantitative Management LLC raised its position in shares of Valero Energy by 0.6% during the 1st quarter. V Square Quantitative Management LLC now owns 6,670 shares of the oil and gas company's stock worth $1,648,000 after purchasing an additional 42 shares during the last quarter. M.E. Allison & CO. Inc. raised its position in shares of Valero Energy by 5.8% during the 2nd quarter. M.E. Allison & CO. Inc. now owns 916 shares of the oil and gas company's stock worth $239,000 after purchasing an additional 50 shares during the last quarter. Ridgecrest Wealth Partners LLC lifted its stake in Valero Energy by 5.0% in the 2nd quarter. Ridgecrest Wealth Partners LLC now owns 1,054 shares of the oil and gas company's stock valued at $275,000 after buying an additional 50 shares in the last quarter. Finally, CYBER HORNET ETFs LLC lifted its stake in Valero Energy by 5.5% in the 4th quarter. CYBER HORNET ETFs LLC now owns 975 shares of the oil and gas company's stock valued at $159,000 after buying an additional 51 shares in the last quarter. 78.69% of the stock is currently owned by institutional investors.

Key Valero Energy News

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 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.

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