Analysts Issue Forecasts for Valero Energy FY2026 Earnings

Valero Energy Corporation (NYSE:VLO) – Investment analysts at Scotiabank increased their FY2026 EPS estimates for shares of Valero Energy in a research report issued on Wednesday, February 11th. Scotiabank analyst P. Cheng now anticipates that the oil and gas company will earn $13.75 per share for the year, up from their prior estimate of $8.60. The consensus estimate for Valero Energy’s current full-year earnings is $7.92 per share. Scotiabank also issued estimates for Valero Energy’s FY2027 earnings at $19.30 EPS.

Other research analysts also recently issued research reports about the company. Wells Fargo & Company raised their target price on Valero Energy from $216.00 to $220.00 and gave the stock an “overweight” rating in a research note on Monday, November 10th. Mizuho restated a “neutral” rating and issued a $192.00 price objective (up from $190.00) on shares of Valero Energy in a research report on Friday, December 12th. Erste Group Bank began coverage on shares of Valero Energy in a research note on Monday, November 10th. They set a “buy” rating for the company. Raymond James Financial reaffirmed a “strong-buy” rating and set a $195.00 target price (up previously from $181.00) on shares of Valero Energy in a report on Friday, October 24th. Finally, Piper Sandler raised their price target on shares of Valero Energy from $217.00 to $220.00 and gave the company an “overweight” rating in a report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $187.67.

Valero Energy Price Performance

Shares of NYSE VLO opened at $200.16 on Monday. The company has a debt-to-equity ratio of 0.36, a quick ratio of 1.09 and a current ratio of 1.60. Valero Energy has a fifty-two week low of $99.00 and a fifty-two week high of $206.77. The stock has a market cap of $61.05 billion, a PE ratio of 26.20, a price-to-earnings-growth ratio of 1.04 and a beta of 0.77. The stock has a fifty day moving average of $179.42 and a 200-day moving average of $167.58.

Valero Energy (NYSE:VLO) last released its quarterly earnings data on Thursday, January 29th. The oil and gas company reported $3.82 earnings per share for the quarter, beating analysts’ consensus estimates of $3.27 by $0.55. The business had revenue of $30.37 billion during the quarter, compared to analyst estimates of $28.20 billion. Valero Energy had a net margin of 1.91% and a return on equity of 12.34%. Valero Energy’s revenue was down 1.2% compared to the same quarter last year. During the same period in the previous year, the business earned $0.64 EPS.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Highline Wealth Partners LLC raised its position in Valero Energy by 70.2% during the third quarter. Highline Wealth Partners LLC now owns 160 shares of the oil and gas company’s stock valued at $27,000 after purchasing an additional 66 shares in the last quarter. JPL Wealth Management LLC bought a new position in shares of Valero Energy during the 3rd quarter valued at about $27,000. Torren Management LLC purchased a new position in shares of Valero Energy during the 4th quarter valued at about $30,000. AXS Investments LLC purchased a new position in shares of Valero Energy during the 4th quarter valued at about $32,000. Finally, Hantz Financial Services Inc. lifted its position in Valero Energy by 1,277.8% in the 2nd quarter. Hantz Financial Services Inc. now owns 248 shares of the oil and gas company’s stock worth $33,000 after buying an additional 230 shares during the last quarter. 78.69% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Valero Energy

In other news, CFO Jason W. Fraser sold 9,933 shares of the firm’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $174.02, for a total transaction of $1,728,540.66. Following the sale, the chief financial officer owned 134,196 shares in the company, valued at approximately $23,352,787.92. This trade represents a 6.89% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 0.37% of the stock is owned by insiders.

Valero Energy Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 9th. Shareholders of record on Thursday, February 5th will be paid a $1.20 dividend. The ex-dividend date of this dividend is Thursday, February 5th. This represents a $4.80 dividend on an annualized basis and a yield of 2.4%. This is a boost from Valero Energy’s previous quarterly dividend of $1.13. Valero Energy’s dividend payout ratio is presently 62.83%.

Valero Energy Company Profile

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.