Corient Private Wealth LP Trims Stock Holdings in Valero Energy Corporation $VLO

Key Points

• Corient Private Wealth reduced its Valero Energy stake by 16.9% in the second quarter, selling 40,551 shares and retaining 200,069 shares valued at approximately $52.1 million. Institutional investors collectively own 78.69% of VLO.
• Valero reported strong quarterly results, with EPS of $12.54 beating estimates of $10.11 and revenue rising 48.8% year over year to $44.48 billion. The company also maintains a $1.20 quarterly dividend, equal to a 1.2% yield.
• VLO trades near its 52-week high amid supportive refining margins and bullish analyst sentiment, including UBS’s $450 price target. However, insider selling and a consensus price target of $301.76 indicate potential valuation risk if industry margins weaken.

Corient Private Wealth LP lowered its position in shares of Valero Energy Corporation (NYSE:VLO - Free Report) by 16.9% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 200,069 shares of the oil and gas company's stock after selling 40,551 shares during the quarter. Corient Private Wealth LP owned about 0.07% of Valero Energy worth $52,106,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. V Square Quantitative Management LLC raised its stake in shares of Valero Energy by 0.6% in the first 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. Ridgecrest Wealth Partners LLC boosted its position in Valero Energy by 5.0% in the second 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 during the last quarter. M.E. Allison & CO. Inc. boosted its position in Valero Energy by 5.8% in the second quarter. M.E. Allison & CO. Inc. now owns 916 shares of the oil and gas company's stock valued at $239,000 after buying an additional 50 shares during the last quarter. CYBER HORNET ETFs LLC increased its holdings 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 worth $159,000 after buying an additional 51 shares during the period. Finally, Bruce G. Allen Investments LLC increased its holdings in Valero Energy by 32.9% in the 4th quarter. Bruce G. Allen Investments LLC now owns 206 shares of the oil and gas company's stock worth $34,000 after buying an additional 51 shares during the period. Hedge funds and other institutional investors own 78.69% of the company's stock.

Valero Energy Stock Performance

VLO opened at $390.81 on Friday. The firm has a fifty day moving average price of $327.00 and a 200 day moving average price of $271.31. Valero Energy Corporation has a 1 year low of $155.29 and a 1 year high of $399.26. The stock has a market cap of $112.53 billion, a P/E ratio of 16.22, a P/E/G ratio of 0.44 and a beta of 0.57. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.64 and a quick ratio of 1.23.

Valero Energy (NYSE:VLO - Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The oil and gas company reported $12.54 EPS for the quarter, beating the consensus estimate of $10.11 by $2.43. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The company had revenue of $44.48 billion for the quarter, compared to analyst estimates of $39.47 billion. During the same quarter last year, the business earned $2.28 earnings per share. The firm's revenue was up 48.8% on a year-over-year basis. Equities research analysts anticipate that Valero Energy Corporation will post 41.95 earnings per share for the current year.

Valero Energy Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, August 31st. Stockholders of record on Friday, July 31st were paid a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Friday, July 31st. Valero Energy's dividend payout ratio is presently 19.92%.

Insider Activity at Valero Energy

In other news, SVP Eric Fisher sold 7,500 shares of the firm's stock in a transaction dated 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 sale, the senior vice president directly owned 19,742 shares in the company, valued at $5,294,212.14. This trade represents a 27.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.36% of the stock is owned by company insiders.

Key Headlines Impacting Valero Energy

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

• Positive Sentiment: Strong refining margins support profitability. Tight refined-product markets, relatively low diesel inventories and firm distillate demand are improving fuel crack spreads. Valero’s flexible coastal refinery network may allow it to capture these margins while global refining capacity remains constrained. Will Tight Refined Product Markets Support Valero's Profitability?
• Positive Sentiment: Energy-market tailwinds are lifting the sector. Crude prices above $100 per barrel, amid concerns about shipping attacks and wider Middle East supply disruptions, have supported energy and refining stocks. Valero Energy gains as strong refining margins and energy-market tailwinds support shares
• Positive Sentiment: Recent earnings and estimates remain favorable. Valero’s latest reported quarter produced $12.54 in EPS versus a $10.11 consensus estimate, while revenue rose 48.8% year over year. Erste Group Bank also raised its 2026 EPS forecast to $43.31 from $42.76, above the current consensus estimate of $41.15.
• Positive Sentiment: Analyst and quantitative support add to bullish sentiment. UBS recently raised its price target to $450 while maintaining a Buy rating, and Zacks included VLO among its Rank #1 “Strong Buy” growth stocks. A reported bullish order-flow signal also attracted trading attention. Valero Energy Shares Up 2% After Key Trading Signal
• Neutral Sentiment: Institutional positioning is mixed. Hundreds of institutions added shares in the latest quarter, but several large investors reduced their holdings, including T. Rowe Price, Ameriprise, Victory Capital and Geode.
• Negative Sentiment: Insider selling is a cautionary signal. Valero insiders reportedly made three open-market sales totaling approximately 22,500 shares over the past six months, with no reported purchases. In addition, some published analyst targets remain well below the current share price, highlighting valuation risk if refining margins weaken.

Wall Street Analysts Forecast Growth

VLO has been the subject of several research reports. Barclays lifted their price objective on shares of Valero Energy from $279.00 to $323.00 and gave the company an "overweight" rating in a research note on Friday, July 31st. Weiss Ratings upgraded shares of Valero Energy from a "buy (b-)" rating to a "buy (b)" rating in a research note on Thursday, August 6th. Raymond James Financial raised their target price on shares of Valero Energy from $300.00 to $340.00 and gave the stock a "strong-buy" rating in a report on Monday, July 13th. Erste Group Bank downgraded shares of Valero Energy from a "buy" rating to a "hold" rating in a research report on Thursday, August 27th. Finally, UBS Group upped their price target on shares of Valero Energy from $355.00 to $450.00 and gave the company a "buy" rating in a report on Tuesday, September 8th. Two 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 stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $301.76.

Valero Energy Profile

Valero Energy Corporation is an international energy company headquartered in San Antonio, Texas. Its primary business is refining crude oil into transportation fuels and other products, including gasoline, diesel, jet fuel, asphalt, lubricants and petrochemical feedstocks.

Valero operates refineries and related facilities in the United States, Canada and the United Kingdom, and markets its products through wholesale and commercial channels in North America and other international markets.

Want to see what other hedge funds are holding VLO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Valero Energy Corporation (NYSE:VLO - Free Report).

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.