WCM Investment Management LLC Purchases New Position in Valero Energy Corporation $VLO

WCM Investment Management LLC acquired a new stake in Valero Energy Corporation (NYSE:VLO) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 2,549 shares of the oil and gas company’s stock, valued at approximately $638,000.

Several other institutional investors and hedge funds also recently modified their holdings of VLO. Beacon Investment Advisory Services Inc. boosted its stake in shares of Valero Energy by 33.5% in the fourth quarter. Beacon Investment Advisory Services Inc. now owns 42,376 shares of the oil and gas company’s stock valued at $6,898,000 after purchasing an additional 10,634 shares during the period. Friedenthal Financial purchased a new stake in Valero Energy during the 4th quarter worth $954,000. Robeco Institutional Asset Management B.V. lifted its holdings in Valero Energy by 24.7% in the 4th quarter. Robeco Institutional Asset Management B.V. now owns 565,171 shares of the oil and gas company’s stock worth $92,004,000 after buying an additional 112,118 shares in the last quarter. Nordea Investment Management AB lifted its holdings in Valero Energy by 51.3% in the 4th quarter. Nordea Investment Management AB now owns 92,328 shares of the oil and gas company’s stock worth $14,938,000 after buying an additional 31,296 shares in the last quarter. Finally, Whittier Trust Co. boosted its position in Valero Energy by 2.8% in the 4th quarter. Whittier Trust Co. now owns 212,104 shares of the oil and gas company’s stock valued at $37,812,000 after buying an additional 5,694 shares during the last quarter. Hedge funds and other institutional investors own 78.69% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on VLO. Piper Sandler raised their target price on Valero Energy from $236.00 to $263.00 and gave the company an “overweight” rating in a research note on Wednesday, April 8th. Citigroup increased 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. Scotiabank raised their price objective 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. Raymond James Financial lifted their price objective on Valero Energy from $300.00 to $340.00 and gave the stock a “strong-buy” rating in a report on Monday, July 13th. Finally, TD Cowen upped their target price on Valero Energy from $292.00 to $338.00 and gave the company a “hold” rating in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $255.76.

Insider Activity

In related news, SVP Eric A. Fisher sold 7,500 shares of the company’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 transaction of $2,011,275.00. Following the sale, the senior vice president directly owned 19,742 shares of the company’s stock, valued at approximately $5,294,212.14. This represents a 27.53% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.36% of the company’s stock.

Key Valero Energy News

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

• Positive Sentiment: TD Cowen raised its price target on Valero Energy to $338 from $292, suggesting additional upside even though the firm kept a hold rating. Benzinga
• Positive Sentiment: Zacks highlighted Valero as a top long-term growth stock, reinforcing the view that the refiner still has strong fundamentals and investor appeal. Article
• Positive Sentiment: Valero has been trading near record levels after a recent breakout to a new 52-week high, indicating strong technical momentum. Article
• Neutral Sentiment: Erste Group Bank reportedly raised its FY2026 EPS estimate for Valero, but no additional details were provided. Article
• Neutral Sentiment: Broader energy-sector headlines remain mixed, with strong refinery economics supporting some names while other refining-related stories point to uneven earnings trends elsewhere in the group. Article

Valero Energy Stock Up 0.5%

NYSE:VLO opened at $314.77 on Wednesday. The company has a market capitalization of $93.46 billion, a price-to-earnings ratio of 22.88, a price-to-earnings-growth ratio of 0.38 and a beta of 0.55. Valero Energy Corporation has a one year low of $130.78 and a one year high of $318.22. The stock has a 50-day simple moving average of $261.64 and a 200 day simple moving average of $231.89. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.15 and a current ratio of 1.58.

Valero Energy (NYSE:VLO) last announced its quarterly earnings data on Thursday, April 30th. The oil and gas company reported $4.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.16 by $1.06. Valero Energy had a return on equity of 15.94% and a net margin of 3.37%.The firm had revenue of $32.38 billion for the quarter, compared to analysts’ expectations of $31.38 billion. During the same quarter in the prior year, the firm posted $0.89 earnings per share. Valero Energy’s revenue for the quarter was up 7.0% compared to the same quarter last year. Sell-side analysts predict that Valero Energy Corporation will post 32.61 EPS for the current fiscal year.

Valero Energy Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Friday, July 31st will be issued a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Friday, July 31st. Valero Energy’s payout ratio is 34.88%.

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.