Valero Energy FY2026 EPS Forecast Raised by Erste Group Bank

Valero Energy Corporation (NYSE:VLO) – Equities research analysts at Erste Group Bank lifted their FY2026 earnings per share estimates for Valero Energy in a research note issued to investors on Wednesday, August 5th. Erste Group Bank analyst H. Engel now forecasts that the oil and gas company will post earnings of $42.13 per share for the year, up from their previous estimate of $33.58. The consensus estimate for Valero Energy’s current full-year earnings is $39.55 per share. Erste Group Bank also issued estimates for Valero Energy’s FY2027 earnings at $25.43 EPS.

Several other brokerages have also recently issued reports on VLO. Wells Fargo & Company boosted their price target on shares of Valero Energy from $292.00 to $356.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. UBS Group raised their price objective on shares of Valero Energy from $280.00 to $355.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Citigroup upped their target price on Valero Energy from $259.00 to $302.00 and gave the stock a “neutral” rating in a report on Tuesday, July 14th. The Goldman Sachs Group increased their target price on Valero Energy from $286.00 to $357.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Finally, Scotiabank raised their target price on Valero Energy from $178.00 to $226.00 and gave the company a “sector outperform” rating in a research note on Wednesday, April 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Valero Energy currently has a consensus rating of “Moderate Buy” and a consensus target price of $288.00.

Valero Energy Trading Up 2.8%

NYSE:VLO opened at $323.81 on Wednesday. The company has a 50-day moving average price of $279.15 and a 200-day moving average price of $245.19. Valero Energy has a 12 month low of $131.52 and a 12 month high of $324.37. The company has a current ratio of 1.64, a quick ratio of 1.23 and a debt-to-equity ratio of 0.37. The stock has a market cap of $93.23 billion, a price-to-earnings ratio of 13.44, a P/E/G ratio of 0.21 and a beta of 0.55.

Valero Energy (NYSE:VLO) last announced its quarterly earnings results on Thursday, July 30th. The oil and gas company reported $12.54 EPS for the quarter, topping analysts’ consensus estimates of $10.11 by $2.43. The company had revenue of $44.48 billion during the quarter, compared to analyst estimates of $39.47 billion. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.The firm’s revenue was up 48.8% on a year-over-year basis. During the same quarter last year, the firm posted $2.28 earnings per share.

Valero Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Friday, July 31st will be paid a dividend of $1.20 per share. 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 1.5%. Valero Energy’s dividend payout ratio (DPR) is currently 19.92%.

Insider Buying and Selling at Valero Energy

In other news, SVP Eric A. Fisher sold 7,500 shares of the business’s stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $268.17, for a total value of $2,011,275.00. Following the sale, the senior vice president directly owned 19,742 shares of the company’s stock, valued at $5,294,212.14. The trade was a 27.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Corporate insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On Valero Energy

Several institutional investors and hedge funds have recently modified their holdings of VLO. Woodline Partners LP increased its stake in 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 purchasing an additional 7,735 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in shares of Valero Energy by 13.0% in the second quarter. Sivia Capital Partners LLC now owns 1,929 shares of the oil and gas company’s stock worth $259,000 after buying an additional 222 shares in the last quarter. Gamco Investors INC. ET AL purchased a new stake in shares of Valero Energy during the second quarter valued at approximately $528,000. Sei Investments Co. increased its position in shares of Valero Energy by 11.3% during 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 in the last quarter. Finally, Treasurer of the State of North Carolina increased its position in shares of Valero Energy by 0.9% during the second quarter. Treasurer of the State of North Carolina now owns 145,810 shares of the oil and gas company’s stock valued at $19,600,000 after acquiring an additional 1,338 shares in the last quarter. 78.69% of the stock is currently owned by institutional investors.

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.