3,979 Valero Energy Corporation $VLO Shares Acquired by Diversify Advisory Services LLC

Key Points

• Diversify Advisory Services LLC more than doubled its Valero stake in the third quarter, acquiring 3,979 additional shares and bringing its holdings to 7,820 shares valued at approximately $3.03 million. Institutional investors collectively own 78.69% of Valero’s stock.
• Valero reported a strong third quarter, with adjusted earnings of $23.90 per share and revenue of $46.10 billion, beating analyst estimates. Higher refining margins, tight inventories and improved renewable-fuels performance drove the results.
• Valero shares recently traded near their 12-month high, while analyst views remained mixed; the stock carries a consensus “Moderate Buy” rating with an average price target of $385.75, below the reported share price of $426.06.

Diversify Advisory Services LLC lifted its stake in Valero Energy Corporation (NYSE:VLO - Free Report) by 103.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 7,820 shares of the oil and gas company's stock after acquiring an additional 3,979 shares during the quarter. Diversify Advisory Services LLC's holdings in Valero Energy were worth $3,031,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Moore Capital Management LP bought a new position in shares of Valero Energy in the second quarter valued at $13,193,000. Fort Washington Investment Advisors Inc. OH increased its holdings in Valero Energy by 4.2% during the first 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 buying an additional 7,702 shares during the last quarter. QRG Capital Management Inc. increased its holdings in Valero Energy by 5.5% during the second quarter. QRG Capital Management Inc. now owns 58,558 shares of the oil and gas company's stock worth $15,251,000 after buying an additional 3,037 shares during the last quarter. TrueMark Investments LLC acquired a new position in Valero Energy during the first quarter worth $8,921,000. Finally, Jennison Associates LLC raised its position in Valero Energy by 377.1% during the first quarter. Jennison Associates LLC now owns 413,437 shares of the oil and gas company's stock worth $102,152,000 after acquiring an additional 326,777 shares in the last quarter. Institutional investors own 78.69% of the company's stock.

Valero Energy Stock Performance

Shares of NYSE VLO opened at $426.06 on Friday. 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 12 month low of $159.90 and a 12 month high of $461.52. The stock has a 50 day moving average of $391.47 and a 200-day moving average of $309.38. The company has a market capitalization of $122.68 billion, a P/E ratio of 17.68, a P/E/G ratio of 0.26 and a beta of 0.59.

Valero Energy (NYSE:VLO - Get Free Report) last posted its earnings results on Thursday, October 22nd. The oil and gas company reported $23.90 earnings per share for the quarter, topping analysts' consensus estimates of $21.17 by $2.73. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%. The business had revenue of $46.10 billion for the quarter, compared to analyst estimates of $42.71 billion. During the same period in the previous year, the firm earned $3.66 EPS. The firm's revenue was up 43.3% compared to the same quarter last year. As a group, equities research analysts predict that Valero Energy Corporation will post 52.55 EPS for the current year.

Key Stories Impacting Valero Energy

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

• Positive Sentiment: Record quarterly profitability: Valero reported net income of approximately $6.8 billion, or $23.89 per share, compared with $1.1 billion, or $3.53 per share, a year earlier. Adjusted EPS of $23.90 exceeded consensus estimates near $21.17-$21.28, while revenue of $46.10 billion also surpassed expectations. Valero Energy Reports Third Quarter 2026 Results
• Positive Sentiment: Refining strength drove the beat: Higher refining margins, tight inventories and strong operating performance supported the earnings surge. Renewable diesel and ethanol profitability also improved, with ethanol production reaching a record level. Valero kicks off refiner results with record quarterly profit on higher margins
• Positive Sentiment: Cash generation and strategic progress: Robust cash flow and the completion of a key refining upgrade strengthen Valero’s operating position and could support shareholder returns if favorable refining conditions persist. Valero Energy Posts Surging Q3 Profit and Completes Key Refining Upgrade
• Neutral Sentiment: Results are highly cyclical: The exceptional year-over-year improvement reflects refining margins that can change rapidly with fuel demand, crude costs, inventories and geopolitical conditions. Investors will focus on whether current margins remain elevated.
• Negative Sentiment: Valuation and analyst caution may be limiting the reaction: TD Cowen raised its price target from $375 to $400 but maintained a “hold” rating; the target remains below the stock’s recent trading level. After a sharp run-up toward its yearly high, investors may be locking in gains despite the earnings beat. TD Cowen raises Valero price target

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. Erste Group Bank cut shares of Valero Energy from a "buy" rating to a "hold" rating in a research note on Thursday, August 27th. Raymond James Financial boosted their price objective on shares of Valero Energy from $350.00 to $450.00 and gave the stock a "strong-buy" rating in a research note on Monday, September 14th. The Goldman Sachs Group boosted their price objective on shares of Valero Energy from $365.00 to $457.00 and gave the stock a "buy" rating in a research note on Wednesday, September 23rd. Citigroup upped their target price on shares of Valero Energy from $302.00 to $485.00 and gave the company a "neutral" rating in a report on Tuesday, October 13th. Finally, Morgan Stanley raised their target price on shares of Valero Energy from $255.00 to $411.00 and gave the company an "equal weight" rating in a research note on Monday, September 14th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $385.75.

About Valero Energy

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.

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