Valero Energy Corporation $VLO Shares Bought by Dakota Wealth Management

Dakota Wealth Management lifted its stake in shares of Valero Energy Corporation (NYSE:VLO) by 556.2% during the 4th quarter, HoldingsChannel reports. The fund owned 35,515 shares of the oil and gas company’s stock after acquiring an additional 30,103 shares during the period. Dakota Wealth Management’s holdings in Valero Energy were worth $5,781,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. Woodline Partners LP increased its position in Valero Energy by 40.7% during the first quarter. Woodline Partners LP now owns 26,747 shares of the oil and gas company’s stock worth $3,532,000 after purchasing an additional 7,735 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Valero Energy by 13.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,929 shares of the oil and gas company’s stock valued at $259,000 after purchasing an additional 222 shares during the last quarter. Global Retirement Partners LLC acquired a new position in shares of Valero Energy in the 2nd quarter valued at $865,000. CreativeOne Wealth LLC grew its stake in shares of Valero Energy by 10.4% during the 2nd quarter. CreativeOne Wealth LLC now owns 6,234 shares of the oil and gas company’s stock valued at $838,000 after buying an additional 588 shares during the period. Finally, J.W. Cole Advisors Inc. grew its stake in shares of Valero Energy by 26.3% during the 2nd quarter. J.W. Cole Advisors Inc. now owns 10,571 shares of the oil and gas company’s stock valued at $1,421,000 after buying an additional 2,199 shares during the period. 78.69% of the stock is owned by institutional investors and hedge funds.

Valero Energy Trading Up 2.6%

VLO opened at $254.58 on Friday. The firm’s 50 day moving average is $209.25 and its 200-day moving average is $183.67. Valero Energy Corporation has a 52-week low of $99.00 and a 52-week high of $255.97. The company has a quick ratio of 1.11, a current ratio of 1.64 and a debt-to-equity ratio of 0.36. The firm has a market capitalization of $76.13 billion, a P/E ratio of 33.32, a P/E/G ratio of 0.62 and a beta of 0.70.

Valero Energy (NYSE:VLO) last announced its earnings results on Thursday, January 29th. The oil and gas company reported $3.82 earnings per share for the quarter, beating the consensus estimate 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 had revenue of $30.37 billion during the quarter, compared to the consensus estimate of $28.20 billion. During the same period last year, the firm earned $0.64 earnings per share. The company’s revenue was down 1.2% on a year-over-year basis. Analysts expect that Valero Energy Corporation will post 7.92 EPS for the current fiscal year.

Valero Energy Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 9th. Investors of record on Thursday, February 5th were issued a $1.20 dividend. This is a boost from Valero Energy’s previous quarterly dividend of $1.13. This represents a $4.80 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend was Thursday, February 5th. Valero Energy’s dividend payout ratio is currently 62.83%.

Key Stories Impacting Valero Energy

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

• Positive Sentiment: Crack spreads and an upgrade boosted profit expectations for refiners — analysts and investors are lifting VLO on improving refining margins, a key driver of near‑term cash flow. Valero Energy Shares Follow Crack Spreads Higher (Rating Upgrade)
• Positive Sentiment: Analyst bullishness increased: Raymond James raised its price target to $290 and Scotiabank reaffirmed a buy — both add upside narrative and institutional support. Raymond James Financial Raises Valero Energy (NYSE:VLO) Price Target to $290.00 Scotiabank Reaffirms Their Buy Rating on Valero Energy (VLO)
• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS forecasts materially, signaling expectations for much higher earnings than consensus — this lifts forward valuation metrics for VLO. (Research note cited by market coverage.)
• Positive Sentiment: Operational recovery: Valero has begun restarting its 380k bpd Port Arthur refinery after the recent explosion, which reduces near‑term production disruption risk and supports revenue recovery. Valero begins restart of Port Arthur, Texas refinery, sources say
• Positive Sentiment: Sector tailwinds: Energy stocks and oil prices have rallied on Middle East tensions, lifting refiners’ top lines and supporting VLO’s momentum. Wall Street follows global markets lower with missiles fired at Israel and confusion on peace talks
• Neutral Sentiment: Macro headwinds: rising global bond yields and growing odds of further Fed tightening are increasing equity volatility and could cap multiple expansion for cyclical names like VLO. US Stock Market Today S&P 500 Futures Steady As Rate Hike Worries Build
• Negative Sentiment: Legal & safety overhang: a worker sued Valero over injuries from the Port Arthur explosion seeking damages; while the suit appears limited in dollar size vs. market cap, it raises operational/safety scrutiny and potential legal costs. Valero has responded publicly. Worker sues Valero over Texas refinery explosion

Insider Transactions at Valero Energy

In other Valero Energy news, SVP Eric A. Fisher sold 400 shares of the stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $238.60, for a total transaction of $95,440.00. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.04% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. JPMorgan Chase & Co. increased their target price on Valero Energy from $197.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, January 8th. Morgan Stanley boosted their price target on Valero Energy from $175.00 to $180.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 27th. Zacks Research downgraded Valero Energy from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 20th. UBS Group reaffirmed a “buy” rating on shares of Valero Energy in a research note on Tuesday, January 6th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Valero Energy in a report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and ten have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Valero Energy presently has an average rating of “Moderate Buy” and an average target price of $199.53.

Valero Energy 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.