Biltmore Wealth Management LLC Acquires New Stake in Valero Energy Corporation $VLO

Biltmore Wealth Management LLC acquired a new stake in Valero Energy Corporation (NYSE:VLO) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 3,895 shares of the oil and gas company’s stock, valued at approximately $663,000.

Several other hedge funds also recently made changes to their positions in VLO. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Valero Energy by 3.3% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 58,722 shares of the oil and gas company’s stock valued at $7,755,000 after purchasing an additional 1,854 shares during the period. NewEdge Advisors LLC raised its stake in shares of Valero Energy by 43.8% during the 1st quarter. NewEdge Advisors LLC now owns 38,343 shares of the oil and gas company’s stock worth $5,064,000 after buying an additional 11,685 shares in the last quarter. UniSuper Management Pty Ltd lifted its holdings in shares of Valero Energy by 2.2% in the 1st quarter. UniSuper Management Pty Ltd now owns 27,587 shares of the oil and gas company’s stock valued at $3,643,000 after buying an additional 600 shares during the period. Ashton Thomas Private Wealth LLC boosted its stake in shares of Valero Energy by 5.7% in the first quarter. Ashton Thomas Private Wealth LLC now owns 7,548 shares of the oil and gas company’s stock valued at $997,000 after buying an additional 409 shares in the last quarter. Finally, Hamilton Capital LLC boosted its stake in shares of Valero Energy by 25.2% in the first quarter. Hamilton Capital LLC now owns 2,080 shares of the oil and gas company’s stock valued at $275,000 after buying an additional 418 shares in the last quarter. Institutional investors and hedge funds own 78.69% of the company’s stock.

Valero Energy Stock Performance

Shares of VLO opened at $180.52 on Tuesday. The company has a current ratio of 1.60, a quick ratio of 1.09 and a debt-to-equity ratio of 0.36. The stock has a market cap of $55.06 billion, a P/E ratio of 37.69, a PEG ratio of 0.94 and a beta of 0.77. The company has a 50-day moving average of $171.79 and a two-hundred day moving average of $158.33. Valero Energy Corporation has a 12-month low of $99.00 and a 12-month high of $185.62.

Valero Energy (NYSE:VLO) last released its quarterly earnings results on Thursday, October 23rd. The oil and gas company reported $3.66 EPS for the quarter, beating the consensus estimate of $3.15 by $0.51. Valero Energy had a net margin of 1.21% and a return on equity of 8.69%. The business had revenue of $32.17 billion for the quarter, compared to analyst estimates of $28.80 billion. During the same period in the prior year, the business earned $1.14 earnings per share. The company’s quarterly revenue was down 2.2% on a year-over-year basis. As a group, research analysts predict that Valero Energy Corporation will post 7.92 EPS for the current fiscal year.

Valero Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Thursday, November 20th were given a dividend of $1.13 per share. This represents a $4.52 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Thursday, November 20th. Valero Energy’s dividend payout ratio (DPR) is currently 94.36%.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Wells Fargo & Company raised their target price on Valero Energy from $216.00 to $220.00 and gave the company an “overweight” rating in a report on Monday, November 10th. Bank of America reiterated a “neutral” rating and issued a $195.00 price target (down previously from $198.00) on shares of Valero Energy in a report on Thursday, December 11th. Erste Group Bank started coverage on shares of Valero Energy in a report on Monday, November 10th. They set a “buy” rating on the stock. Zacks Research upgraded shares of Valero Energy from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Finally, JPMorgan Chase & Co. lifted their price target on shares of Valero Energy from $177.00 to $197.00 and gave the company an “overweight” rating in a research report on Friday, October 24th. Three research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $183.20.

More Valero Energy News

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

• Positive Sentiment: U.S. action in Venezuela and reports of a change in control have lifted energy stocks on hopes Venezuelan heavy crude could re-enter markets — a direct tailwind for Valero, which specializes in heavy/sour crude processing. Chevron Lead Energy Stocks Rally Amid Venezuela Oil Hopes
• Positive Sentiment: High-profile investor Michael Burry has publicly held VLO since 2020 and recent coverage highlighting his position has drawn attention and perceived endorsement from value/event-driven investors. Michael Burry’s bet on a U.S. takeover of Venezuelan oil that he has held for years
• Positive Sentiment: Technical/order‑flow traders flagged a Power Inflow alert for VLO (a bullish institutional/retail order‑flow signal), which often triggers momentum buying and can amplify intraday upside. The alert followed a short pullback, encouraging trend‑following activity. Valero Energy Shares Rise Nearly 3% After Key Trading Signal
• Neutral Sentiment: Broader market “risk‑on” sentiment amid Venezuela headlines pushed the Dow and energy group higher, providing sector support that benefited VLO alongside peers. Markets Risk-On with Venezuela News, Deregulation
• Neutral Sentiment: Analyst coverage remains skewed bullish overall (multiple Overweight/Buy ratings and a median 6‑12 month target near ~$188.5), which can sustain investor interest even as the stock runs. Valero Energy Corporation Stock (VLO) Opinions on Venezuela Geopolitical Turmoil
• Negative Sentiment: Valuation questions: some analysts and commentators warn VLO is trading at a premium on EV/EBITDA and P/E measures, so upside may be limited unless margins and fundamentals validate current multiples. Is Valero Energy Stock Too Expensive for Investors at Current Levels?
• Negative Sentiment: Recent insider selling and heavy social‑media speculation raise the risk of near‑term profit‑taking if the Venezuela narrative cools or if supply expectations don’t materialize. Valero Energy Corporation Stock (VLO) Opinions on Venezuela Geopolitical Turmoil

Insiders Place Their Bets

In other Valero Energy news, CFO Jason W. Fraser sold 9,933 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $174.02, for a total value of $1,728,540.66. Following the transaction, the chief financial officer directly owned 134,196 shares in the company, valued at approximately $23,352,787.92. This represents a 6.89% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.37% of the company’s stock.

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.