Zacks Research Raises Earnings Estimates for Valero Energy

Key Points

• Zacks Research has raised its Q1 2026 earnings estimate for Valero Energy to $1.47 per share, up from the previous estimate of $1.46.
• The consensus full-year earnings estimate for Valero Energy stands at $7.92 per share, while other 2026 and 2027 projections include $6.95 and $2.25 EPS respectively.
• Valero Energy is currently rated a "Moderate Buy" with a consensus price target of $173.27, as multiple analysts have adjusted their ratings and target prices in recent months.

Valero Energy Corporation (NYSE:VLO - Free Report) - Analysts at Zacks Research increased their Q1 2026 earnings estimates for shares of Valero Energy in a research report issued to clients and investors on Tuesday, October 21st. Zacks Research analyst Team now anticipates that the oil and gas company will earn $1.47 per share for the quarter, up from their previous forecast of $1.46. The consensus estimate for Valero Energy's current full-year earnings is $7.92 per share. Zacks Research also issued estimates for Valero Energy's Q3 2026 earnings at $1.04 EPS, FY2026 earnings at $6.95 EPS and Q1 2027 earnings at $2.25 EPS.

A number of other research analysts have also weighed in on the stock. Citigroup lowered shares of Valero Energy from a "buy" rating to a "neutral" rating and raised their target price for the stock from $134.00 to $150.00 in a research note on Wednesday, July 16th. TD Cowen lowered shares of Valero Energy from a "buy" rating to a "hold" rating and raised their target price for the stock from $118.00 to $140.00 in a research note on Tuesday, July 22nd. Raymond James Financial reissued a "strong-buy" rating and issued a $181.00 target price (up from $177.00) on shares of Valero Energy in a research note on Friday, October 17th. Bank of America raised shares of Valero Energy from a "neutral" rating to a "buy" rating and raised their target price for the stock from $152.00 to $179.00 in a research note on Wednesday, September 3rd. Finally, Wolfe Research lowered shares of Valero Energy from an "outperform" rating to a "peer perform" rating in a research note on Monday, July 14th. Three investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $173.27.

Valero Energy Trading Down 1.5%

Shares of Valero Energy stock opened at $157.76 on Wednesday. The firm has a market capitalization of $49.01 billion, a PE ratio of 65.73, a P/E/G ratio of 1.61 and a beta of 1.05. Valero Energy has a twelve month low of $99.00 and a twelve month high of $178.43. The firm's 50-day moving average price is $157.05 and its 200 day moving average price is $139.56. The company has a current ratio of 1.62, a quick ratio of 1.11 and a debt-to-equity ratio of 0.38.

Valero Energy (NYSE:VLO - Get Free Report) last issued its quarterly earnings results on Thursday, July 24th. The oil and gas company reported $2.28 earnings per share for the quarter, beating analysts' consensus estimates of $1.66 by $0.62. The firm had revenue of $29.89 billion for the quarter, compared to analyst estimates of $27 billion. Valero Energy had a net margin of 0.62% and a return on equity of 5.76%. Valero Energy's quarterly revenue was down 13.3% compared to the same quarter last year. During the same period last year, the company posted $2.71 EPS.

Institutional Trading of Valero Energy

Several institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its holdings in Valero Energy by 12.0% in the 1st quarter. Vanguard Group Inc. now owns 38,881,222 shares of the oil and gas company's stock valued at $5,135,043,000 after purchasing an additional 4,155,522 shares during the last quarter. Charles Schwab Investment Management Inc. increased its holdings in Valero Energy by 2.5% in the 2nd 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 purchasing an additional 286,942 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its position in Valero Energy by 276.9% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 10,795,436 shares of the oil and gas company's stock valued at $1,425,754,000 after buying an additional 7,931,018 shares during the period. Geode Capital Management LLC grew its stake in shares of Valero Energy by 16.7% in the second quarter. Geode Capital Management LLC now owns 8,141,511 shares of the oil and gas company's stock worth $1,089,897,000 after acquiring an additional 1,164,217 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of Valero Energy in the second quarter worth $827,390,000. Institutional investors and hedge funds own 78.69% of the company's stock.

Valero Energy Company Profile

Valero Energy Corporation manufactures, markets, and sells petroleum-based and low-carbon liquid transportation fuels and petrochemical products in the United States, Canada, the United Kingdom, Ireland, Latin America, Mexico, Peru, and internationally. It operates through three segments: Refining, Renewable Diesel, and Ethanol.

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