FY2026 EPS Estimates for Valero Energy Boosted by Scotiabank

Valero Energy Corporation (NYSE:VLO) – Analysts at Scotiabank boosted their FY2026 earnings estimates for shares of Valero Energy in a research report issued on Tuesday, October 28th. Scotiabank analyst P. Cheng now anticipates that the oil and gas company will post earnings per share of $8.40 for the year, up from their prior estimate of $7.90. The consensus estimate for Valero Energy’s current full-year earnings is $7.92 per share.

A number of other equities research analysts have also recently issued reports on VLO. Evercore ISI lifted their price target on shares of Valero Energy from $135.00 to $185.00 and gave the company an “in-line” rating in a research note on Friday, September 19th. Piper Sandler upped their target price on shares of Valero Energy from $200.00 to $201.00 and gave the stock an “overweight” rating in a report on Friday, October 24th. Jefferies Financial Group increased their target price on shares of Valero Energy from $181.00 to $194.00 and gave the company a “buy” rating in a research report on Friday, October 10th. Morgan Stanley cut shares of Valero Energy from an “overweight” rating to an “equal weight” rating and increased their target price for the company from $160.00 to $175.00 in a research report on Friday, October 3rd. Finally, Raymond James Financial reiterated a “strong-buy” rating and issued a $195.00 target price (up from $181.00) on shares of Valero Energy in a research report on Friday, October 24th. Three research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, Valero Energy currently has a consensus rating of “Moderate Buy” and an average target price of $179.27.

Valero Energy Price Performance

Valero Energy stock opened at $169.66 on Friday. The company’s fifty day moving average price is $162.06 and its 200 day moving average price is $143.15. Valero Energy has a 1 year low of $99.00 and a 1 year high of $178.43. The stock has a market capitalization of $52.70 billion, a P/E ratio of 35.42, a P/E/G ratio of 1.77 and a beta of 1.05. 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 (NYSE:VLO) last released its quarterly earnings results on Thursday, October 23rd. The oil and gas company reported $3.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.15 by $0.51. Valero Energy had a net margin of 1.21% and a return on equity of 8.69%. The firm had revenue of $32.17 billion for the quarter, compared to analysts’ expectations of $28.80 billion. During the same quarter last year, the company earned $1.14 EPS. The firm’s revenue for the quarter was down 2.2% compared to the same quarter last year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of VLO. Sumitomo Mitsui DS Asset Management Company Ltd boosted its position in shares of Valero Energy by 1.8% during the 1st quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 40,533 shares of the oil and gas company’s stock valued at $5,353,000 after acquiring an additional 706 shares during the last quarter. Summit Trail Advisors LLC boosted its position in shares of Valero Energy by 28.5% during the 1st quarter. Summit Trail Advisors LLC now owns 3,646 shares of the oil and gas company’s stock valued at $482,000 after acquiring an additional 808 shares during the last quarter. DAVENPORT & Co LLC boosted its position in shares of Valero Energy by 51.1% during the 1st quarter. DAVENPORT & Co LLC now owns 65,659 shares of the oil and gas company’s stock valued at $8,672,000 after acquiring an additional 22,216 shares during the last quarter. Keybank National Association OH boosted its position in shares of Valero Energy by 11.0% during the 1st quarter. Keybank National Association OH now owns 12,498 shares of the oil and gas company’s stock valued at $1,651,000 after acquiring an additional 1,238 shares during the last quarter. Finally, Private Trust Co. NA boosted its position in shares of Valero Energy by 9.6% during the 1st quarter. Private Trust Co. NA now owns 3,536 shares of the oil and gas company’s stock valued at $467,000 after acquiring an additional 311 shares during the last quarter. Institutional investors and hedge funds own 78.69% of the company’s stock.

Valero Energy Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 18th. Stockholders of record on Thursday, November 20th will be given a dividend of $1.13 per share. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $4.52 annualized dividend and a dividend yield of 2.7%. Valero Energy’s payout ratio is presently 94.36%.

About Valero Energy

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.