Beacon Investment Advisory Services Inc. Increases Position in Valero Energy Corporation $VLO

Beacon Investment Advisory Services Inc. increased its position in shares of Valero Energy Corporation (NYSE:VLO) by 33.5% during the 4th quarter, Holdings Channel reports. The firm owned 42,376 shares of the oil and gas company’s stock after acquiring an additional 10,634 shares during the period. Beacon Investment Advisory Services Inc.’s holdings in Valero Energy were worth $6,898,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Montecito Bank & Trust boosted its holdings in Valero Energy by 1.4% in the 4th quarter. Montecito Bank & Trust now owns 3,909 shares of the oil and gas company’s stock worth $636,000 after buying an additional 54 shares during the period. Waddell & Associates LLC raised its holdings in Valero Energy by 2.8% during the third quarter. Waddell & Associates LLC now owns 2,040 shares of the oil and gas company’s stock valued at $347,000 after acquiring an additional 56 shares during the period. DSG Capital Advisors LLC lifted its position in shares of Valero Energy by 1.6% in the third quarter. DSG Capital Advisors LLC now owns 3,803 shares of the oil and gas company’s stock valued at $647,000 after acquiring an additional 60 shares in the last quarter. Cypress Capital Group boosted its stake in shares of Valero Energy by 0.3% in the third quarter. Cypress Capital Group now owns 18,786 shares of the oil and gas company’s stock worth $3,199,000 after acquiring an additional 63 shares during the period. Finally, Private Trust Co. NA boosted its stake in shares of Valero Energy by 2.0% in the third quarter. Private Trust Co. NA now owns 3,381 shares of the oil and gas company’s stock worth $576,000 after acquiring an additional 65 shares during the period. Hedge funds and other institutional investors own 78.69% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Raymond James Financial increased their target price on Valero Energy from $215.00 to $290.00 and gave the stock a “strong-buy” rating in a research report on Wednesday, March 25th. Zacks Research cut Valero Energy from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 20th. Bank of America reaffirmed a “neutral” rating and set a $195.00 price objective (down from $198.00) on shares of Valero Energy in a report on Thursday, December 11th. UBS Group reiterated a “buy” rating on shares of Valero Energy in a research report on Tuesday, January 6th. Finally, Mizuho reissued a “neutral” rating and issued a $192.00 target price (up from $190.00) on shares of Valero Energy in a report on Friday, December 12th. 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 stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $199.53.

Key Headlines 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 Activity

In other news, SVP Eric A. Fisher sold 400 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $238.60, for a total value of $95,440.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.36% of the stock is owned by insiders.

Valero Energy Stock Performance

Shares of NYSE:VLO opened at $254.58 on Monday. The firm has a fifty day simple moving average of $209.25 and a two-hundred day simple moving average of $184.01. 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 stock has a market capitalization of $76.13 billion, a P/E ratio of 33.32, a PEG ratio of 0.63 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 (EPS) for the quarter, beating the consensus estimate of $3.27 by $0.55. Valero Energy had a net margin of 1.91% and a return on equity of 12.35%. The firm had revenue of $30.37 billion for the quarter, compared to analysts’ expectations of $28.20 billion. During the same period in the prior year, the company earned $0.64 EPS. The business’s revenue was down 1.2% compared to the same quarter last year. On average, analysts expect that Valero Energy Corporation will post 7.92 earnings per share for the current fiscal year.

Valero Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 9th. Shareholders of record on Thursday, February 5th were given a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a yield of 1.9%. This is a boost from Valero Energy’s previous quarterly dividend of $1.13. The ex-dividend date was Thursday, February 5th. Valero Energy’s dividend payout ratio (DPR) is currently 62.83%.

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.