Bank of Montreal Can Acquires 23,535 Shares of Valero Energy Corporation $VLO

Key Points

• Bank of Montreal Can increased its stake in Valero Energy by 23,535 shares (a 4.6% rise), bringing its holdings to 529,967 shares—about 0.17% of the company valued at roughly $90.23 million per the latest SEC filing.
• Valero beat expectations and raised its dividend: quarterly EPS was $3.82 versus $3.27 expected and revenue was $30.37B versus $28.20B, and the company boosted its quarterly dividend to $1.20 (annualized $4.80, ~2.1% yield).
• Analyst sentiment and market signals are mixed: the stock has an average "Moderate Buy" consensus with a $187.67 average price target (below recent trade levels), while short interest rose about 14.5% to ~13.4M shares, indicating valuation scrutiny and potential volatility.

Bank of Montreal Can lifted its stake in Valero Energy Corporation (NYSE:VLO - Free Report) by 4.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 529,967 shares of the oil and gas company's stock after buying an additional 23,535 shares during the period. Bank of Montreal Can owned approximately 0.17% of Valero Energy worth $90,232,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of VLO. Woodline Partners LP increased its stake in shares of Valero Energy by 40.7% during the first quarter. Woodline Partners LP now owns 26,747 shares of the oil and gas company's stock valued at $3,532,000 after buying an additional 7,735 shares during the period. Sivia Capital Partners LLC raised its holdings in Valero Energy by 13.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,929 shares of the oil and gas company's stock worth $259,000 after purchasing an additional 222 shares in the last quarter. Connor Clark & Lunn Investment Management Ltd. purchased a new stake in shares of Valero Energy in the 2nd quarter worth about $4,725,000. Acadian Asset Management LLC boosted its stake in shares of Valero Energy by 15.3% during the 2nd quarter. Acadian Asset Management LLC now owns 119,225 shares of the oil and gas company's stock valued at $16,020,000 after purchasing an additional 15,861 shares in the last quarter. Finally, Midwest Trust Co purchased a new position in shares of Valero Energy during the second quarter valued at about $541,000. 78.69% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

VLO has been the topic of several research reports. UBS Group restated a "buy" rating on shares of Valero Energy in a research report on Tuesday, January 6th. Zacks Research downgraded shares of Valero Energy from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, January 20th. Bank of America reiterated a "neutral" rating and issued a $195.00 price target (down from $198.00) on shares of Valero Energy in a research note on Thursday, December 11th. Morgan Stanley boosted their price objective on shares of Valero Energy from $175.00 to $180.00 and gave the stock an "equal weight" rating in a research note on Tuesday, January 27th. Finally, Wall Street Zen upgraded shares of Valero Energy from a "hold" rating to a "buy" rating in a report on Saturday, February 7th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $187.67.

Valero Energy Trading Up 6.5%

Valero Energy stock opened at $231.17 on Thursday. Valero Energy Corporation has a one year low of $99.00 and a one year high of $232.99. The business's fifty day moving average is $195.07 and its 200 day moving average is $176.62. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.64 and a quick ratio of 1.11. The stock has a market capitalization of $69.13 billion, a PE ratio of 30.26, a price-to-earnings-growth ratio of 1.11 and a beta of 0.70.

Valero Energy (NYSE:VLO - Get Free Report) last posted its earnings results on Thursday, January 29th. The oil and gas company reported $3.82 EPS for the quarter, topping analysts' consensus estimates of $3.27 by $0.55. Valero Energy had a net margin of 1.91% and a return on equity of 12.35%. The business had revenue of $30.37 billion during the quarter, compared to the consensus estimate of $28.20 billion. During the same quarter in the previous year, the firm posted $0.64 EPS. The firm's revenue was down 1.2% on a year-over-year basis. On average, sell-side analysts predict that Valero Energy Corporation will post 7.92 EPS for the current year.

Valero Energy Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 9th. Shareholders of record on Thursday, February 5th were issued a dividend of $1.20 per share. This is an increase from Valero Energy's previous quarterly dividend of $1.13. This represents a $4.80 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend was Thursday, February 5th. Valero Energy's payout ratio is presently 62.83%.

Key Headlines Impacting Valero Energy

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

• Positive Sentiment: Analysts highlight Valero as an attractive dividend stock due to solid cash flow, a shareholder-friendly payout profile and a yield that looks compelling relative to peers — supporting buy-side interest. Why Valero Energy (VLO) is a Great Dividend Stock Right Now
• Positive Sentiment: Wall Street flows are rotating into U.S. refiners with conviction; institutional buying and strong sector earnings are cited as key reasons money is moving into names like Valero. Refiners Are Quiet Winners in 2026: Wall Street's Signals Are Hard to Ignore
• Positive Sentiment: Geopolitical risk from the Strait of Hormuz disruption has pushed crude and product prices higher; articles note refiners and integrated energy names can benefit if higher fuel spreads persist. Best stocks to invest in as Hormuz crisis sends oil majors higher
• Positive Sentiment: Rising diesel and jet-fuel prices are creating attractive refining margins for companies that process middle distillates; coverage points to refiners, including Valero, as beneficiaries of tighter product markets. Diesel Is Sending an Economic Warning. These Refiners Could Benefit.
• Positive Sentiment: Market pieces tracking 2026 performance flag Valero among the top-performing energy stocks YTD, reinforcing momentum-driven buying. Valero Energy (VLO) and Baker Hughes (BKR) Stocks Surge While First Solar (FSLR) Sinks in 2026
• Neutral Sentiment: Valuation reviews note strong recent price momentum and fundamentals, prompting investors to reassess how Valero fits into portfolios — positive momentum but valuation scrutiny remains. Valero Energy (VLO) Valuation Check After Strong Recent Share Price Momentum
• Neutral Sentiment: Data/chart resources and sector earnings from other producers (e.g., Canadian Natural) are being cited by market watchers — useful context for relative performance but not direct catalysts for VLO. Valero Energy Corp. (Chart)
• Negative Sentiment: Short interest rose ~14.5% in February to ~13.4M shares (≈4.5% of float) with a ~6.1 days-to-cover metric — higher short exposure can amplify volatility and pressure during pullbacks.
• Negative Sentiment: Some headlines noted a recent intraday slide in VLO on a prior session, a reminder that momentum can reverse and that intraday weakness has occurred even amid the broader sector rally. Valero Energy (VLO) Stock Slides as Market Rises: Facts to Know Before You Trade

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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