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Corient Private Wealth LP Takes $59.92 Million Position in Valero Energy Corporation $VLO

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Corient Private Wealth LP bought a new position in shares of Valero Energy Corporation (NYSE:VLO - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 466,191 shares of the oil and gas company's stock, valued at approximately $59,917,000. Corient Private Wealth LP owned about 0.16% of Valero Energy at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Perennial Investment Advisors LLC acquired a new position in shares of Valero Energy in the 2nd quarter valued at approximately $227,000. Philadelphia Investment Partners LLC bought a new stake in Valero Energy during the 2nd quarter worth about $752,000. Ausdal Financial Partners Inc. acquired a new position in shares of Valero Energy during the 2nd quarter worth about $1,130,000. Avos Capital Management LLC acquired a new position in shares of Valero Energy during the 2nd quarter worth about $212,000. Finally, Bank of America Corp DE bought a new position in shares of Valero Energy in the 2nd quarter valued at about $1,195,943,000. Institutional investors and hedge funds own 78.69% of the company's stock.

Insider Activity at Valero Energy

In other news, SVP Eric A. Fisher sold 7,500 shares of Valero Energy stock in a transaction on Monday, June 29th. The stock was sold at an average price of $268.17, for a total transaction of $2,011,275.00. Following the completion of the sale, the senior vice president owned 19,742 shares of the company's stock, valued at approximately $5,294,212.14. This trade represents a 27.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.36% of the company's stock.

Analysts Set New Price Targets

Several research analysts recently commented on the company. Erste Group Bank cut Valero Energy from a "buy" rating to a "hold" rating in a research report on Thursday. Barclays boosted their price target on Valero Energy from $279.00 to $323.00 and gave the stock an "overweight" rating in a research report on Friday, July 31st. Raymond James Financial increased their price objective on Valero Energy from $300.00 to $340.00 and gave the company a "strong-buy" rating in a report on Monday, July 13th. Morgan Stanley raised their target price on shares of Valero Energy from $232.00 to $255.00 and gave the company an "equal weight" rating in a research note on Friday, June 12th. Finally, Weiss Ratings upgraded shares of Valero Energy from a "buy (b-)" rating to a "buy (b)" rating in a report on Thursday, August 6th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eight have issued a Hold rating and one has assigned 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.

View Our Latest Analysis on Valero Energy

Valero Energy Stock Down 0.3%

VLO opened at $346.90 on Friday. Valero Energy Corporation has a 1-year low of $149.52 and a 1-year high of $353.00. The stock's fifty day simple moving average is $301.22 and its 200 day simple moving average is $258.41. The company has a current ratio of 1.64, a quick ratio of 1.23 and a debt-to-equity ratio of 0.37. The stock has a market cap of $99.88 billion, a PE ratio of 14.39, a price-to-earnings-growth ratio of 0.23 and a beta of 0.55.

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 EPS for the quarter, topping analysts' consensus estimates of $10.11 by $2.43. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The firm had revenue of $44.48 billion during the quarter, compared to analysts' expectations of $39.47 billion. During the same period in the previous year, the business posted $2.28 earnings per share. The company's revenue for the quarter was up 48.8% compared to the same quarter last year. As a group, research analysts expect that Valero Energy Corporation will post 40.62 earnings per share for the current year.

Valero Energy Dividend Announcement

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

More Valero Energy News

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

  • Positive Sentiment: Tight global refining capacity, low light-product inventories and supply disruptions are supporting stronger refining margins. Valero’s flexible coastal refinery network is positioned to benefit if these conditions persist. Is Valero Energy Poised to Benefit From a Tight Refining Market?
  • Positive Sentiment: Valero was included in a Zacks list of Rank #1 “Strong Buy” growth stocks, reflecting favorable earnings momentum and growth characteristics. Best Growth Stocks to Buy for August 27th
  • Positive Sentiment: The company’s approximately $7.9 billion cash balance, low leverage and established capital-return program provide financial flexibility. Refinery upgrades could further improve cash generation and shareholder returns. Will Valero’s Excess Cash Translate Into Higher Shareholder Returns?
  • Positive Sentiment: Coverage also points to falling Treasury yields, strong earnings trends and low debt as potential supports for VLO, while Barron’s sees additional upside after the shares more than doubled in 2026 on surging refining margins. 3 Growth Stocks to Buy as Treasury Yields Fall
  • Neutral Sentiment: Valero was highlighted in several investment screens and value-oriented articles, increasing visibility but adding limited new company-specific information.
  • Negative Sentiment: Erste Group Bank AG downgraded Valero from “buy” to “hold.” The move may temper enthusiasm, particularly with the stock trading close to its 52-week high after a substantial rally. Finviz Valero Energy coverage

Valero Energy Profile

(Free Report)

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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Institutional Ownership by Quarter for Valero Energy (NYSE:VLO)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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