NewEdge Advisors LLC Boosts Stock Position in Valero Energy Corporation $VLO

Key Points

• NewEdge Advisors increased its Valero Energy stake by 19.2% in the first quarter, bringing its holdings to 59,298 shares valued at approximately $14.65 million. Institutional investors collectively own 78.69% of VLO.
• Valero reported strong quarterly results, with earnings of $12.54 per share and revenue of $44.48 billion, surpassing analyst estimates and marking 48.8% year-over-year revenue growth.
• Analysts maintain a generally favorable outlook, with a consensus “Moderate Buy” rating and a $288 price target, while Valero’s $1.20 quarterly dividend provides a 1.6% annualized yield. The stock’s premium valuation and recent underperformance versus peers remain potential concerns.

NewEdge Advisors LLC boosted its stake in shares of Valero Energy Corporation (NYSE:VLO - Free Report) by 19.2% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 59,298 shares of the oil and gas company's stock after buying an additional 9,553 shares during the period. NewEdge Advisors LLC's holdings in Valero Energy were worth $14,651,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. State Street Corp increased its holdings in shares of Valero Energy by 0.9% during the fourth quarter. State Street Corp now owns 18,177,191 shares of the oil and gas company's stock valued at $2,959,065,000 after acquiring an additional 163,975 shares in the last quarter. Charles Schwab Investment Management Inc. increased its stake in Valero Energy by 0.5% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 11,950,982 shares of the oil and gas company's stock valued at $1,945,500,000 after purchasing an additional 63,919 shares in the last quarter. Norges Bank bought a new stake in Valero Energy during the 4th quarter valued at about $1,111,542,000. Franklin Resources Inc. raised its holdings in Valero Energy by 7.5% in the fourth quarter. Franklin Resources Inc. now owns 5,668,210 shares of the oil and gas company's stock worth $922,728,000 after buying an additional 394,693 shares during the last quarter. Finally, Bank of America Corp DE lifted its stake in shares of Valero Energy by 11.4% in the first quarter. Bank of America Corp DE now owns 5,033,310 shares of the oil and gas company's stock worth $1,243,630,000 after buying an additional 516,975 shares in the last quarter. 78.69% of the stock is owned by institutional investors.

Valero Energy Stock Down 1.7%

Shares of Valero Energy stock opened at $297.94 on Friday. Valero Energy Corporation has a twelve month low of $130.78 and a twelve month high of $320.24. The company has a quick ratio of 1.23, a current ratio of 1.64 and a debt-to-equity ratio of 0.37. The company's 50 day moving average is $276.61 and its 200 day moving average is $242.90. The company has a market cap of $88.47 billion, a price-to-earnings ratio of 12.36, a price-to-earnings-growth ratio of 0.20 and a beta of 0.55.

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 earnings per share for the quarter, beating the consensus estimate of $10.11 by $2.43. The firm had revenue of $44.48 billion for the quarter, compared to analysts' expectations of $39.47 billion. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.The company's revenue was up 48.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.28 EPS. Research analysts anticipate that Valero Energy Corporation will post 39.55 EPS for the current year.

Valero Energy Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Friday, July 31st will be paid a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Friday, July 31st. Valero Energy's payout ratio is currently 19.92%.

Insider Activity at Valero Energy

In other news, SVP Eric A. Fisher sold 7,500 shares of the company's stock in a transaction dated Monday, June 29th. The shares were 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 $5,294,212.14. This represents a 27.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.36% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

VLO has been the topic of a number of recent analyst reports. TD Cowen increased their price target on shares of Valero Energy from $338.00 to $350.00 and gave the company a "hold" rating in a report on Monday, August 3rd. Weiss Ratings raised Valero Energy from a "buy (b-)" rating to a "buy (b)" rating in a research report on Thursday. Piper Sandler reissued an "overweight" rating and issued a $329.00 target price on shares of Valero Energy in a report on Thursday, July 23rd. Scotiabank boosted their price target on Valero Energy from $178.00 to $226.00 and gave the stock a "sector outperform" rating in a research note on Wednesday, April 22nd. Finally, Citigroup upped their price target on Valero Energy from $259.00 to $302.00 and gave the company a "neutral" rating in a report on Tuesday, July 14th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Valero Energy has a consensus rating of "Moderate Buy" and a consensus price target of $288.00.

Key Stories Impacting Valero Energy

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

• Positive Sentiment: Valero’s completed share-repurchase program provides shareholder support, while its second-quarter and first-half 2026 results establish a strong recent operating backdrop. However, the market is weighing those benefits against the stock’s valuation. Valero Energy Buyback And Results Leave Valuation Looking Finely Balanced
• Positive Sentiment: Zacks Research upgraded VLO from “hold” to “strong-buy,” adding a favorable near-term analyst signal. Zacks.com
• Positive Sentiment: Additional research highlights Valero’s growth, flexible crude sourcing, potentially favorable crude costs and strong balance sheet. Wall Street’s average brokerage recommendation is also bullish, although investors should treat sell-side ratings cautiously. Why Valero Energy Is a Strong Growth Stock Is It Worth Investing in Valero Energy Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Valero shares had a positive 90-day performance and exceptionally strong five-year total return, but their recent seven-day return declined, suggesting some profit-taking following the prior rally. Valero Energy Buyback And Results Leave Valuation Looking Finely Balanced
• Negative Sentiment: Valero underperformed other energy companies in the latest session, indicating weaker near-term investor demand relative to peers. Valero Energy Stock Underperforms Friday
• Negative Sentiment: Valero trades at about 6.44 times trailing EBITDA, above the industry average of 5.77 times. The premium valuation may limit further upside or prompt investors to wait for a better entry point. Valero Energy Stock Buy at a Premium or Wait for a Better Entry Point?

About Valero Energy

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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