Integrated Wealth Concepts LLC Sells 7,968 Shares of Valero Energy Corporation $VLO

Key Points

• Integrated Wealth Concepts LLC cut its Valero Energy stake by 37.3% in the second quarter, selling 7,968 shares and retaining 13,389 shares valued at approximately $3.49 million. Institutional investors own 78.69% of VLO.
• Valero reported strong quarterly results, with EPS of $12.54 versus the $10.11 consensus estimate and revenue up 48.8% year over year to $44.48 billion. The company also declared a quarterly dividend of $1.20, equivalent to a 1.2% annual yield.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and a $301.76 price target, although insider selling—including a 7,500-share sale by SVP Eric Fisher—presents a cautionary signal.

Integrated Wealth Concepts LLC lowered its stake in Valero Energy Corporation (NYSE:VLO - Free Report) by 37.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,389 shares of the oil and gas company's stock after selling 7,968 shares during the period. Integrated Wealth Concepts LLC's holdings in Valero Energy were worth $3,487,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the stock. Whipplewood Advisors LLC lifted its stake in shares of Valero Energy by 3,400.0% in the 1st quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company's stock valued at $26,000 after purchasing an additional 102 shares during the last quarter. Cornerstone Financial Management LLC increased its position in shares of Valero Energy by 57.6% during the 2nd 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. JPL Wealth Management LLC purchased a new stake in Valero Energy during the 3rd quarter valued at $27,000. Financial Life Planners purchased a new stake in Valero Energy during the 1st quarter valued at $28,000. Finally, Valued Wealth Advisors LLC lifted its position in Valero Energy by 134.0% in the first quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company's stock worth $29,000 after buying an additional 67 shares during the last quarter. 78.69% of the stock is owned by institutional investors.

Insider Activity

In related news, SVP Eric Fisher sold 7,500 shares of the stock in a transaction that occurred 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 transaction, the senior vice president owned 19,742 shares of the company's stock, valued at $5,294,212.14. This represents a 27.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.36% of the company's stock.

Key Valero Energy News

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

Several research firms have commented on VLO. Piper Sandler lifted their price objective on shares of Valero Energy from $329.00 to $435.00 and gave the stock an "overweight" rating in a research note on Thursday, September 3rd. Erste Group Bank lowered shares of Valero Energy from a "buy" rating to a "hold" rating in a report on Thursday, August 27th. Zacks Research raised shares of Valero Energy from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, August 4th. Morgan Stanley lifted their price target on shares of Valero Energy from $232.00 to $255.00 and gave the stock an "equal weight" rating in a research note on Friday, June 12th. Finally, Raymond James Financial upped their price target on shares of Valero Energy from $300.00 to $340.00 and gave the company a "strong-buy" rating in a report on Monday, July 13th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, Valero Energy has a consensus rating of "Moderate Buy" and a consensus price target of $301.76.

Valero Energy Stock Up 0.1%

NYSE:VLO opened at $390.81 on Monday. Valero Energy Corporation has a twelve month low of $155.29 and a twelve month high of $399.26. The company has a market cap of $112.53 billion, a price-to-earnings ratio of 16.22, a price-to-earnings-growth ratio of 0.31 and a beta of 0.57. The stock has a fifty day simple moving average of $327.00 and a 200-day simple moving average of $271.83. 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 (NYSE:VLO - Get Free Report) last issued its earnings results 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 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 analyst estimates of $39.47 billion. During the same period in the previous year, the firm earned $2.28 earnings per share. The business's revenue was up 48.8% on a year-over-year basis. Analysts anticipate that Valero Energy Corporation will post 41.95 EPS for the current year.

Valero Energy Announces Dividend

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

About Valero Energy

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.

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