Carmel Capital Management L.L.C. Has $8.71 Million Position in Valero Energy Corporation $VLO

Carmel Capital Management L.L.C. raised its stake in Valero Energy Corporation (NYSE:VLO) by 5.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,136 shares of the oil and gas company’s stock after acquiring an additional 2,825 shares during the period. Valero Energy makes up about 2.6% of Carmel Capital Management L.L.C.’s portfolio, making the stock its 15th biggest holding. Carmel Capital Management L.L.C.’s holdings in Valero Energy were worth $8,706,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently modified their holdings of the company. Highline Wealth Partners LLC lifted its position 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 worth $27,000 after purchasing an additional 66 shares during the period. Hantz Financial Services Inc. boosted its position in shares of Valero Energy by 1,277.8% during 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 in the last quarter. Global Wealth Strategies & Associates acquired a new stake in shares of Valero Energy during the 3rd quarter worth approximately $34,000. Cypress Capital Management LLC WY bought a new position in Valero Energy in the third quarter valued at approximately $34,000. Finally, Physician Wealth Advisors Inc. increased its stake in Valero Energy by 145.3% in the third quarter. Physician Wealth Advisors Inc. now owns 211 shares of the oil and gas company’s stock valued at $36,000 after acquiring an additional 125 shares during the last quarter. 78.69% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

VLO has been the subject of several recent analyst reports. UBS Group restated a “buy” rating on shares of Valero Energy in a research note on Tuesday, January 6th. JPMorgan Chase & Co. lifted their price target on Valero Energy from $197.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, January 8th. Erste Group Bank started coverage on Valero Energy in a report on Monday, November 10th. They set a “buy” rating for the company. Piper Sandler raised their price objective on Valero Energy from $217.00 to $220.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. Finally, Zacks Research cut Valero Energy from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 20th. 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 company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $187.67.

Key Headlines Impacting Valero Energy

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

• Positive Sentiment: Valero priced an $850 million offering of 5.150% senior notes due 2036 and said proceeds may repay outstanding 7.65% debt — this should lower interest expense and extend maturities, supporting credit profile and cash flow. Valero Energy Corporation Announces Pricing of Notes Offering
• Positive Sentiment: Geopolitical shock from the Iran leadership change has pushed crude higher; analysts highlight refiners (including Valero) as beneficiaries of stronger crack spreads and margin expansion. Higher crude can raise refinery throughput economics in the near term. The Iran War Is Reshaping Energy Markets and These Stocks Win Big
• Positive Sentiment: Soaring jet fuel prices (Singapore benchmark) are widening margins for jet fuel — a key refined product — which benefits Valero’s refining economics and near‑term revenue potential. Jet Fuel Prices Are Soaring, and Airline Stocks Are Tumbling. These Companies Are the Big Winners.
• Positive Sentiment: Valero is advancing renewable diesel and sustainable aviation fuel projects, approved a dividend increase, and expects to benefit from new tax credits and changes in crude supply mix — supporting medium‑term earnings diversification and shareholder returns. Valero Energy Weighs Refining Strength Against Energy Transition Opportunities
• Neutral Sentiment: Options volume and open interest in VLO have spiked, signaling increased speculative or hedging activity; this can amplify intraday moves but is an ambiguous indicator for longer‑term direction. Spotlight on Valero Energy: Analyzing the Surge in Options Activity
• Neutral Sentiment: Multiple bullish analyst/style‑score pieces (Zacks, MSN summaries) argue VLO remains attractive as momentum/value—useful framing but largely reiterative and not a catalyst by itself. Why Valero Energy (VLO) is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: Sector peer moves (e.g., Phillips 66) and technical momentum (reports of multi‑day gains) support the industry narrative, but they can also prompt profit‑taking in a fast‑run stock like VLO. Why Is Phillips 66 (PSX) Up 7.8% Since Last Earnings Report?
• Negative Sentiment: Barchart and other commentary warn that Middle East uncertainty increases downside risk and volatility for projections — geopolitical upside is not guaranteed and can reverse quickly, which raises short‑term risk for VLO’s high valuation. What Does the Middle East Conflict Mean for Valero Energy Stock?

Valero Energy Trading Down 1.3%

NYSE:VLO opened at $225.02 on Friday. The firm’s fifty day moving average is $191.65 and its 200-day moving average is $174.70. The company has a debt-to-equity ratio of 0.36, a quick ratio of 1.11 and a current ratio of 1.64. Valero Energy Corporation has a 52 week low of $99.00 and a 52 week high of $232.99. The firm has a market cap of $68.63 billion, a P/E ratio of 29.45, a P/E/G ratio of 1.19 and a beta of 0.70.

Valero Energy (NYSE:VLO) last posted its quarterly earnings data on Thursday, January 29th. The oil and gas company reported $3.82 earnings per share for the quarter, topping 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 business’s quarterly revenue was down 1.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.64 earnings per share. Equities analysts expect that Valero Energy Corporation will post 7.92 earnings per share for the current year.

Valero Energy Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 9th. Stockholders of record on Thursday, February 5th will be paid a $1.20 dividend. The ex-dividend date of this dividend is Thursday, February 5th. This represents a $4.80 dividend on an annualized basis and a dividend yield of 2.1%. 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.