Erste Group Bank Comments on Valero Energy FY2026 Earnings

Valero Energy Corporation (NYSE:VLO) – Equities researchers at Erste Group Bank boosted their FY2026 earnings estimates for shares of Valero Energy in a research report issued on Monday, July 27th. Erste Group Bank analyst H. Engel now expects that the oil and gas company will earn $33.58 per share for the year, up from their prior estimate of $32.09. The consensus estimate for Valero Energy’s current full-year earnings is $36.46 per share. Erste Group Bank also issued estimates for Valero Energy’s FY2027 earnings at $23.83 EPS.

A number of other equities analysts have also weighed in on VLO. Raymond James Financial increased their price target on Valero Energy from $300.00 to $340.00 and gave the company a “strong-buy” rating in a research report on Monday, July 13th. Wall Street Zen raised shares of Valero Energy from a “buy” rating to a “strong-buy” rating in a research note on Saturday, April 4th. Citigroup lifted their price target on Valero Energy from $259.00 to $302.00 and gave the company a “neutral” rating in a report on Tuesday, July 14th. Weiss Ratings raised Valero Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, July 23rd. Finally, Scotiabank raised their price objective on Valero Energy from $178.00 to $226.00 and gave the stock a “sector outperform” rating in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $266.71.

Valero Energy Stock Performance

VLO stock opened at $299.32 on Wednesday. The company has a 50-day simple moving average of $266.89 and a 200 day simple moving average of $236.48. The company has a quick ratio of 1.15, a current ratio of 1.58 and a debt-to-equity ratio of 0.39. The company has a market capitalization of $88.88 billion, a P/E ratio of 21.75, a PEG ratio of 0.20 and a beta of 0.55. Valero Energy has a fifty-two week low of $130.78 and a fifty-two week high of $320.24.

Valero Energy (NYSE:VLO) last issued its quarterly earnings data on Thursday, April 30th. The oil and gas company reported $4.22 EPS for the quarter, topping analysts’ consensus estimates of $3.16 by $1.06. The firm had revenue of $32.38 billion during the quarter, compared to the consensus estimate of $31.38 billion. Valero Energy had a return on equity of 15.94% and a net margin of 3.37%.The firm’s revenue was up 7.0% on a year-over-year basis. During the same period in the prior year, the business earned $0.89 EPS.

Valero Energy Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Friday, July 31st will be paid a $1.20 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.6%. Valero Energy’s dividend payout ratio is 34.88%.

Insider Buying and Selling at Valero Energy

In related news, SVP Eric A. Fisher sold 7,500 shares of the stock in a transaction on Monday, June 29th. The stock was sold at an average price of $268.17, for a total transaction of $2,011,275.00. Following the completion of the sale, the senior vice president directly owned 19,742 shares in the company, valued at approximately $5,294,212.14. This trade represents a 27.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.36% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the company. Woodline Partners LP lifted its holdings in shares of Valero Energy by 40.7% during the 1st quarter. Woodline Partners LP now owns 26,747 shares of the oil and gas company’s stock valued at $3,532,000 after buying an additional 7,735 shares during the last quarter. Sivia Capital Partners LLC raised its position in Valero Energy by 13.0% during the second quarter. Sivia Capital Partners LLC now owns 1,929 shares of the oil and gas company’s stock valued at $259,000 after acquiring an additional 222 shares in the last quarter. Gamco Investors INC. ET AL acquired a new stake in Valero Energy in the second quarter valued at approximately $528,000. Sei Investments Co. lifted its stake in Valero Energy by 11.3% in the second quarter. Sei Investments Co. now owns 269,043 shares of the oil and gas company’s stock valued at $36,165,000 after acquiring an additional 27,291 shares during the last quarter. Finally, Treasurer of the State of North Carolina grew its position in Valero Energy by 0.9% in the second quarter. Treasurer of the State of North Carolina now owns 145,810 shares of the oil and gas company’s stock worth $19,600,000 after acquiring an additional 1,338 shares in the last quarter. 78.69% of the stock is owned by institutional investors and hedge funds.

Valero Energy News Roundup

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

• Positive Sentiment: Elevated gasoline and diesel crack spreads, along with resilient fuel demand, are expected to support Valero’s second-quarter results for the period ended June 2026. Strong refining margins could lead to results that meet or exceed Wall Street expectations. Valero Energy Q2 Earnings on Deck: What’s in Store for the Stock?
• Positive Sentiment: Refiners including VLO have benefited from disruptions linked to Iran-related tensions, which have contributed to tighter fuel markets and unusually strong crack spreads. Buybacks and dividends add to the sector’s shareholder-return appeal. Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There?
• Positive Sentiment: Higher oil prices related to geopolitical tensions and rising energy demand are helping keep energy stocks, including Valero, in focus as investors look for companies that can benefit from constrained supply. Oil Prices Are Surging and These 4 Stocks Are Cashing In
• Neutral Sentiment: Analysts are concentrating on Valero’s revenue, earnings and operating metrics ahead of the quarterly release. The estimates create the potential for a positive or negative earnings reaction depending on the size of any beat or miss. Gear Up for Valero Energy Q2 Earnings: Wall Street Estimates for Key Metrics
• Negative Sentiment: High crude costs could pressure refining spreads, while volatility in Valero’s renewable diesel business may make earnings less predictable. These risks could limit further upside if margins normalize or the company’s results fall short of elevated expectations. Valero Energy Q2 Earnings on Deck: What’s in Store for the Stock?

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.