FY2026 EPS Estimate for Valero Energy Increased by Analyst

Valero Energy Corporation (NYSE:VLO) – Equities researchers at Scotiabank raised their FY2026 earnings per share (EPS) estimates for Valero Energy in a note issued to investors on Wednesday, February 11th. Scotiabank analyst P. Cheng now anticipates that the oil and gas company will earn $13.75 per share for the year, up from their previous estimate of $8.60. The consensus estimate for Valero Energy’s current full-year earnings is $7.92 per share. Scotiabank also issued estimates for Valero Energy’s FY2027 earnings at $19.30 EPS.

Valero Energy (NYSE:VLO) last issued its earnings results on Thursday, January 29th. The oil and gas company reported $3.82 earnings per share for the quarter, topping analysts’ consensus estimates of $3.27 by $0.55. Valero Energy had a return on equity of 12.34% and a net margin of 1.91%.The company had revenue of $30.37 billion for the quarter, compared to analyst estimates of $28.20 billion. During the same period in the prior year, the firm earned $0.64 earnings per share. Valero Energy’s revenue for the quarter was down 1.2% on a year-over-year basis.

A number of other equities research analysts have also weighed in on the stock. Morgan Stanley upped their target price on shares of Valero Energy from $175.00 to $180.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 27th. Wells Fargo & Company increased their price objective on Valero Energy from $216.00 to $220.00 and gave the stock an “overweight” rating in a research note on Monday, November 10th. Erste Group Bank initiated coverage on Valero Energy in a report on Monday, November 10th. They issued a “buy” rating on the stock. Raymond James Financial reiterated a “strong-buy” rating and set a $195.00 price target (up previously from $181.00) on shares of Valero Energy in a report on Friday, October 24th. Finally, Bank of America restated a “neutral” rating and set a $195.00 price objective (down from $198.00) on shares of Valero Energy in a research note on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $187.67.

Valero Energy Stock Performance

VLO opened at $200.16 on Monday. Valero Energy has a 1-year low of $99.00 and a 1-year high of $206.77. The company has a market cap of $61.05 billion, a price-to-earnings ratio of 26.20, a PEG ratio of 1.04 and a beta of 0.77. The company’s fifty day moving average price is $179.42 and its two-hundred day moving average price is $167.58. The company has a current ratio of 1.60, a quick ratio of 1.09 and a debt-to-equity ratio of 0.36.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of VLO. Highline Wealth Partners LLC grew its holdings in Valero Energy by 70.2% during the third quarter. Highline Wealth Partners LLC now owns 160 shares of the oil and gas company’s stock valued at $27,000 after purchasing an additional 66 shares during the period. JPL Wealth Management LLC purchased a new position in shares of Valero Energy during the 3rd quarter valued at $27,000. Torren Management LLC purchased a new position in shares of Valero Energy during the 4th quarter valued at $30,000. AXS Investments LLC bought a new position in shares of Valero Energy during the 4th quarter worth $32,000. Finally, Hantz Financial Services Inc. increased its holdings in Valero Energy by 1,277.8% in the 2nd quarter. Hantz Financial Services Inc. now owns 248 shares of the oil and gas company’s stock worth $33,000 after acquiring an additional 230 shares during the last quarter. 78.69% of the stock is owned by institutional investors.

Insider Activity at Valero Energy

In related news, CFO Jason W. Fraser sold 9,933 shares of the stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $174.02, for a total transaction of $1,728,540.66. Following the completion of the transaction, the chief financial officer owned 134,196 shares in the company, valued at approximately $23,352,787.92. This represents a 6.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.37% of the stock is owned by insiders.

Valero Energy Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 9th. Stockholders of record on Thursday, February 5th will be paid a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Thursday, February 5th. This is a positive change from Valero Energy’s previous quarterly dividend of $1.13. Valero Energy’s dividend payout ratio (DPR) is presently 62.83%.

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.