Valero Energy Corporation $VLO Shares Sold by Intellectus Partners LLC

Key Points

• Intellectus Partners LLC cut its Valero stake by 72.3% in Q3, selling 8,417 shares and retaining 3,232 shares worth about $550,000, while institutional investors own roughly 78.7% of VLO.
• Valero beat quarterly expectations with $3.82 EPS vs. $3.27 consensus despite revenue down 1.2% YoY, and it raised its quarterly dividend to $1.20 (annualized $4.80, ~2.1% yield).
• The company priced an $850 million offering of 5.150% senior notes due 2036 to help repay higher‑cost 7.65% debt, which should lower interest expense and extend maturities, while refiners may benefit from stronger crack spreads driven by higher jet fuel prices and geopolitical supply shifts.

Intellectus Partners LLC reduced its stake in Valero Energy Corporation (NYSE:VLO - Free Report) by 72.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,232 shares of the oil and gas company's stock after selling 8,417 shares during the quarter. Intellectus Partners LLC's holdings in Valero Energy were worth $550,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Charles Schwab Investment Management Inc. lifted its stake in shares of Valero Energy by 2.5% during the second quarter. Charles Schwab Investment Management Inc. now owns 11,724,707 shares of the oil and gas company's stock valued at $1,576,035,000 after buying an additional 286,942 shares during the period. Geode Capital Management LLC raised its holdings in Valero Energy by 16.7% in the 2nd quarter. Geode Capital Management LLC now owns 8,141,511 shares of the oil and gas company's stock valued at $1,089,897,000 after acquiring an additional 1,164,217 shares during the last quarter. Norges Bank purchased a new position in shares of Valero Energy during the 2nd quarter worth $827,390,000. Franklin Resources Inc. lifted its stake in shares of Valero Energy by 3.0% during the 2nd quarter. Franklin Resources Inc. now owns 5,024,322 shares of the oil and gas company's stock worth $675,369,000 after purchasing an additional 148,195 shares during the period. Finally, Barclays PLC boosted its holdings in shares of Valero Energy by 5.3% during the third quarter. Barclays PLC now owns 4,143,672 shares of the oil and gas company's stock worth $705,502,000 after purchasing an additional 209,597 shares during the last quarter. Institutional investors and hedge funds own 78.69% of the company's stock.

Valero Energy Price Performance

VLO stock opened at $225.02 on Friday. The stock has a 50-day moving average price of $191.65 and a two-hundred day moving average price of $174.96. Valero Energy Corporation has a 12-month low of $99.00 and a 12-month high of $232.99. The company has a current ratio of 1.64, a quick ratio of 1.11 and a debt-to-equity ratio of 0.36. The company has a market cap of $68.63 billion, a PE ratio of 29.45, a price-to-earnings-growth ratio of 1.17 and a beta of 0.70.

Valero Energy (NYSE:VLO - Get Free Report) last released its quarterly earnings data 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 return on equity of 12.35% and a net margin of 1.91%.The company's revenue for the quarter was down 1.2% on a year-over-year basis. During the same period in the prior year, the business posted $0.64 EPS. As a group, research analysts predict that Valero Energy Corporation will post 7.92 EPS for the current year.

Valero Energy Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 9th. Investors of record on Thursday, February 5th will be issued a $1.20 dividend. The ex-dividend date is Thursday, February 5th. This is a positive change from Valero Energy's previous quarterly dividend of $1.13. This represents a $4.80 annualized dividend and a yield of 2.1%. Valero Energy's payout ratio is 62.83%.

Valero Energy News Summary

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

• Positive Sentiment: Valero priced an $850 million offering of 5.150% senior notes due 2036 and said proceeds may repay outstanding 7.65% debt — this should lower interest expense and extend maturities, supporting credit profile and cash flow. Valero Energy Corporation Announces Pricing of Notes Offering
• Positive Sentiment: Geopolitical shock from the Iran leadership change has pushed crude higher; analysts highlight refiners (including Valero) as beneficiaries of stronger crack spreads and margin expansion. Higher crude can raise refinery throughput economics in the near term. The Iran War Is Reshaping Energy Markets and These Stocks Win Big
• Positive Sentiment: Soaring jet fuel prices (Singapore benchmark) are widening margins for jet fuel — a key refined product — which benefits Valero’s refining economics and near‑term revenue potential. Jet Fuel Prices Are Soaring, and Airline Stocks Are Tumbling. These Companies Are the Big Winners.
• Positive Sentiment: Valero is advancing renewable diesel and sustainable aviation fuel projects, approved a dividend increase, and expects to benefit from new tax credits and changes in crude supply mix — supporting medium‑term earnings diversification and shareholder returns. Valero Energy Weighs Refining Strength Against Energy Transition Opportunities
• Neutral Sentiment: Options volume and open interest in VLO have spiked, signaling increased speculative or hedging activity; this can amplify intraday moves but is an ambiguous indicator for longer‑term direction. Spotlight on Valero Energy: Analyzing the Surge in Options Activity
• Neutral Sentiment: Multiple bullish analyst/style‑score pieces (Zacks, MSN summaries) argue VLO remains attractive as momentum/value—useful framing but largely reiterative and not a catalyst by itself. Why Valero Energy (VLO) is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: Sector peer moves (e.g., Phillips 66) and technical momentum (reports of multi‑day gains) support the industry narrative, but they can also prompt profit‑taking in a fast‑run stock like VLO. Why Is Phillips 66 (PSX) Up 7.8% Since Last Earnings Report?
• Negative Sentiment: Barchart and other commentary warn that Middle East uncertainty increases downside risk and volatility for projections — geopolitical upside is not guaranteed and can reverse quickly, which raises short‑term risk for VLO’s high valuation. What Does the Middle East Conflict Mean for Valero Energy Stock?

Analyst Upgrades and Downgrades

VLO has been the subject of several analyst reports. UBS Group reiterated a "buy" rating on shares of Valero Energy in a research note on Tuesday, January 6th. Zacks Research cut Valero Energy from a "strong-buy" rating to a "hold" rating in a report on Tuesday, January 20th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Valero Energy in a research note on Wednesday, January 21st. Mizuho reiterated a "neutral" rating and set a $192.00 price objective (up from $190.00) on shares of Valero Energy in a report on Friday, December 12th. Finally, Erste Group Bank began coverage on shares of Valero Energy in a research report on Monday, November 10th. They issued a "buy" rating on the stock. One 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 stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $187.67.

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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