Valero Energy FY2026 EPS Estimate Raised by Erste Group Bank

Valero Energy Corporation (NYSE:VLO) – Erste Group Bank lifted their FY2026 earnings per share (EPS) estimates for Valero Energy in a research note issued to investors on Wednesday, July 15th. Erste Group Bank analyst H. Engel now forecasts that the oil and gas company will post earnings of $32.09 per share for the year, up from their previous estimate of $28.12. The consensus estimate for Valero Energy’s current full-year earnings is $32.61 per share. Erste Group Bank also issued estimates for Valero Energy’s FY2027 earnings at $23.00 EPS.

Valero Energy (NYSE:VLO) last announced its quarterly earnings data on Thursday, April 30th. The oil and gas company reported $4.22 EPS for the quarter, topping the consensus estimate of $3.16 by $1.06. The company had revenue of $32.38 billion during the quarter, compared to the consensus estimate of $31.38 billion. Valero Energy had a net margin of 3.37% and a return on equity of 15.94%. The company’s quarterly revenue was up 7.0% on a year-over-year basis. During the same quarter last year, the firm posted $0.89 EPS.

A number of other equities research analysts have also recently commented on VLO. Wolfe Research restated an “underperform” rating and issued a $203.00 price target on shares of Valero Energy in a report on Tuesday, April 21st. Zacks Research lowered shares of Valero Energy from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Mizuho increased their price objective on shares of Valero Energy from $222.00 to $289.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 27th. Morgan Stanley raised their target price on Valero Energy from $232.00 to $255.00 and gave the company an “equal weight” rating in a research note on Friday, June 12th. Finally, UBS Group reaffirmed a “buy” rating and issued a $280.00 target price on shares of Valero Energy in a research report on Thursday, June 11th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $253.06.

Valero Energy Stock Down 0.0%

Valero Energy stock opened at $309.50 on Monday. The company has a quick ratio of 1.15, a current ratio of 1.58 and a debt-to-equity ratio of 0.39. Valero Energy has a 12-month low of $130.78 and a 12-month high of $309.90. The firm’s fifty day moving average is $258.97 and its 200 day moving average is $229.77. The company has a market capitalization of $91.90 billion, a PE ratio of 22.49, a PEG ratio of 0.37 and a beta of 0.55.

Valero Energy Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Friday, July 31st will be paid a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Friday, July 31st. Valero Energy’s payout ratio is 34.88%.

Insider Buying and Selling

In other Valero Energy news, SVP Eric A. Fisher sold 7,500 shares of the company’s stock in a transaction on Monday, June 29th. The shares were sold at an average price of $268.17, for a total transaction of $2,011,275.00. Following the transaction, the senior vice president owned 19,742 shares in the company, valued at approximately $5,294,212.14. This represents a 27.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Company insiders own 0.36% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Beacon Investment Advisory Services Inc. raised its stake in Valero Energy by 33.5% during the 4th quarter. Beacon Investment Advisory Services Inc. now owns 42,376 shares of the oil and gas company’s stock worth $6,898,000 after acquiring an additional 10,634 shares during the period. Friedenthal Financial purchased a new stake in shares of Valero Energy in the fourth quarter worth $954,000. CWA Asset Management Group LLC increased its stake in shares of Valero Energy by 359.0% in the fourth quarter. CWA Asset Management Group LLC now owns 14,243 shares of the oil and gas company’s stock worth $2,319,000 after purchasing an additional 11,140 shares in the last quarter. Robeco Institutional Asset Management B.V. raised its position in shares of Valero Energy by 24.7% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 565,171 shares of the oil and gas company’s stock valued at $92,004,000 after purchasing an additional 112,118 shares during the period. Finally, Nordea Investment Management AB raised its position in shares of Valero Energy by 51.3% during the 4th quarter. Nordea Investment Management AB now owns 92,328 shares of the oil and gas company’s stock valued at $14,938,000 after purchasing an additional 31,296 shares during the period. 78.69% of the stock is owned by institutional investors.

Key Headlines Impacting Valero Energy

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

• Positive Sentiment: Valero expanded its share repurchase authorization, which can boost earnings per share over time and indicates the board sees value in the stock. Valero Energy Expands Share Repurchase Authorization Program
• Positive Sentiment: Valero declared a quarterly cash dividend of $1.20 per share, reinforcing its appeal to income-focused investors and highlighting strong cash generation. Valero Energy Corporation Declares Regular Cash Dividend on Common Stock
• Positive Sentiment: Energy stocks rose late Friday afternoon, with the broader sector gaining on the day, which likely provided a supportive backdrop for VLO shares. Sector Update: Energy Stocks Rise Late Afternoon
• Neutral Sentiment: Separately, there was unusual put-option activity in Valero, suggesting some traders are hedging or positioning for near-term volatility rather than making a clear directional bet.
• Neutral Sentiment: Recent articles also pointed to improving earnings estimates and momentum, which may be helping sentiment, though these were commentary pieces rather than new company announcements. Can Valero Energy (VLO) Run Higher on Rising Earnings Estimates?

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.