Cypress Wealth Services LLC Invests $1.04 Million in Valero Energy Corporation $VLO

Cypress Wealth Services LLC acquired a new stake in shares of Valero Energy Corporation (NYSE:VLO) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 6,393 shares of the oil and gas company’s stock, valued at approximately $1,041,000.

Other hedge funds have also made changes to their positions in the company. Montecito Bank & Trust raised its stake in Valero Energy by 1.4% during the 4th quarter. Montecito Bank & Trust now owns 3,909 shares of the oil and gas company’s stock valued at $636,000 after buying an additional 54 shares during the last quarter. Waddell & Associates LLC grew its holdings in shares of Valero Energy by 2.8% in the third quarter. Waddell & Associates LLC now owns 2,040 shares of the oil and gas company’s stock worth $347,000 after acquiring an additional 56 shares during the period. DSG Capital Advisors LLC grew its holdings in shares of Valero Energy by 1.6% in the third quarter. DSG Capital Advisors LLC now owns 3,803 shares of the oil and gas company’s stock worth $647,000 after acquiring an additional 60 shares during the period. Cypress Capital Group increased its position in Valero Energy by 0.3% during the third quarter. Cypress Capital Group now owns 18,786 shares of the oil and gas company’s stock valued at $3,199,000 after acquiring an additional 63 shares during the last quarter. Finally, Private Trust Co. NA increased its position in Valero Energy by 2.0% during the third quarter. Private Trust Co. NA now owns 3,381 shares of the oil and gas company’s stock valued at $576,000 after acquiring an additional 65 shares during the last quarter. Institutional investors own 78.69% of the company’s stock.

Valero Energy Stock Performance

Shares of VLO opened at $254.58 on Friday. The business has a 50-day simple moving average of $209.25 and a two-hundred day simple moving average of $183.83. The company has a quick ratio of 1.11, a current ratio of 1.64 and a debt-to-equity ratio of 0.36. Valero Energy Corporation has a 52 week low of $99.00 and a 52 week high of $255.97. The stock has a market cap of $76.13 billion, a price-to-earnings ratio of 33.32, a PEG ratio of 0.63 and a beta of 0.70.

Valero Energy (NYSE:VLO) last announced its quarterly earnings data on Thursday, January 29th. The oil and gas company reported $3.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.27 by $0.55. The company had revenue of $30.37 billion during the quarter, compared to the consensus estimate of $28.20 billion. Valero Energy had a return on equity of 12.35% and a net margin of 1.91%.The firm’s revenue was down 1.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.64 EPS. On average, analysts expect that Valero Energy Corporation will post 7.92 EPS for the current year.

Valero Energy Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 9th. Shareholders of record on Thursday, February 5th were given a $1.20 dividend. The ex-dividend date was Thursday, February 5th. This is an increase from Valero Energy’s previous quarterly dividend of $1.13. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.9%. Valero Energy’s dividend payout ratio (DPR) is currently 62.83%.

Trending Headlines about Valero Energy

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

• Positive Sentiment: Crack spreads and an upgrade boosted profit expectations for refiners — analysts and investors are lifting VLO on improving refining margins, a key driver of near‑term cash flow. Valero Energy Shares Follow Crack Spreads Higher (Rating Upgrade)
• Positive Sentiment: Analyst bullishness increased: Raymond James raised its price target to $290 and Scotiabank reaffirmed a buy — both add upside narrative and institutional support. Raymond James Financial Raises Valero Energy (NYSE:VLO) Price Target to $290.00 Scotiabank Reaffirms Their Buy Rating on Valero Energy (VLO)
• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS forecasts materially, signaling expectations for much higher earnings than consensus — this lifts forward valuation metrics for VLO. (Research note cited by market coverage.)
• Positive Sentiment: Operational recovery: Valero has begun restarting its 380k bpd Port Arthur refinery after the recent explosion, which reduces near‑term production disruption risk and supports revenue recovery. Valero begins restart of Port Arthur, Texas refinery, sources say
• Positive Sentiment: Sector tailwinds: Energy stocks and oil prices have rallied on Middle East tensions, lifting refiners’ top lines and supporting VLO’s momentum. Wall Street follows global markets lower with missiles fired at Israel and confusion on peace talks
• Neutral Sentiment: Macro headwinds: rising global bond yields and growing odds of further Fed tightening are increasing equity volatility and could cap multiple expansion for cyclical names like VLO. US Stock Market Today S&P 500 Futures Steady As Rate Hike Worries Build
• Negative Sentiment: Legal & safety overhang: a worker sued Valero over injuries from the Port Arthur explosion seeking damages; while the suit appears limited in dollar size vs. market cap, it raises operational/safety scrutiny and potential legal costs. Valero has responded publicly. Worker sues Valero over Texas refinery explosion

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. Weiss Ratings reissued a “hold (c)” rating on shares of Valero Energy in a research report on Wednesday, January 21st. JPMorgan Chase & Co. increased their price objective on shares of Valero Energy from $197.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Citigroup raised their price objective on shares of Valero Energy from $190.00 to $212.00 and gave the stock a “neutral” rating in a report on Monday, February 9th. Morgan Stanley boosted their target price on shares of Valero Energy from $175.00 to $180.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 27th. Finally, UBS Group reaffirmed a “buy” rating on shares of Valero Energy in a report on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $199.53.

Insider Activity

In other news, SVP Eric A. Fisher sold 400 shares of the firm’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $238.60, for a total transaction of $95,440.00. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. 0.04% of the stock is currently owned by company insiders.

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.