Man Group plc Acquires 31,446 Shares of Valero Energy Corporation $VLO

Man Group plc raised its holdings in shares of Valero Energy Corporation (NYSE:VLO) by 54.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 88,844 shares of the oil and gas company’s stock after buying an additional 31,446 shares during the quarter. Man Group plc’s holdings in Valero Energy were worth $23,139,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of VLO. Woodline Partners LP increased its position in Valero Energy by 40.7% during the first quarter. Woodline Partners LP now owns 26,747 shares of the oil and gas company’s stock worth $3,532,000 after acquiring an additional 7,735 shares during the period. Sivia Capital Partners LLC raised its stake in Valero Energy by 13.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,929 shares of the oil and gas company’s stock valued at $259,000 after purchasing an additional 222 shares during the last quarter. Gamco Investors INC. ET AL bought a new stake in Valero Energy in the 2nd quarter valued at $528,000. Sei Investments Co. boosted its holdings in Valero Energy by 11.3% in the 2nd quarter. Sei Investments Co. now owns 269,043 shares of the oil and gas company’s stock valued at $36,165,000 after purchasing an additional 27,291 shares during the period. Finally, Treasurer of the State of North Carolina grew its position in Valero Energy by 0.9% in the 2nd 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 purchasing an additional 1,338 shares during the last quarter. 78.69% of the stock is owned by institutional investors.

Insider Transactions at Valero Energy

In other Valero Energy news, SVP Eric A. Fisher sold 7,500 shares of the firm’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $268.17, for a total transaction of $2,011,275.00. Following the completion of the transaction, the senior vice president owned 19,742 shares in the company, valued at $5,294,212.14. This trade represents a 27.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.36% of the stock is owned by company insiders.

Valero Energy Trading Up 2.4%

Shares of Valero Energy stock opened at $348.67 on Thursday. The firm has a market capitalization of $100.39 billion, a PE ratio of 14.47, a price-to-earnings-growth ratio of 0.22 and a beta of 0.55. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.64 and a quick ratio of 1.23. The company’s fifty day moving average price is $299.01 and its two-hundred day moving average price is $257.39. Valero Energy Corporation has a 52-week low of $146.76 and a 52-week high of $353.00.

Valero Energy (NYSE:VLO) last announced its quarterly earnings data on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $10.11 by $2.43. The company had revenue of $44.48 billion during the quarter, compared to analysts’ expectations of $39.47 billion. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The business’s revenue was up 48.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.28 EPS. On average, analysts expect that Valero Energy Corporation will post 40.62 EPS for the current year.

Valero Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Investors 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 yield of 1.4%. Valero Energy’s payout ratio is presently 19.92%.

Valero Energy News Summary

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

• Positive Sentiment: Strong refining environment supports earnings: Valero and Marathon Petroleum have more than doubled in 2026 as global refining margins surged amid supply disruptions. Barron’s reportedly sees additional upside for U.S. refiners if favorable market conditions persist. Marathon Petroleum and Valero Energy Have Exploded in 2026, But Barron’s Sees More Upside
• Positive Sentiment: Cash and balance-sheet strength may support shareholder returns: Analysts highlight Valero’s approximately $7.9 billion cash balance, low leverage, and history of capital returns. Refinery upgrades could improve future cash generation and provide flexibility for dividends, buybacks, or debt management. Will Valero’s Excess Cash Translate Into Higher Shareholder Returns?
• Positive Sentiment: Analyst and style-screen support remains favorable: Valero is being promoted as a growth, value, low-beta, and low-leverage idea. Zacks lists VLO among its Strong Buy growth stocks, while the average Wall Street recommendation is equivalent to Buy. Falling Treasury yields may also improve the appeal of financially resilient companies. Best Growth Stocks to Buy for August 25th
• Neutral Sentiment: Valero compares favorably with Marathon Petroleum: Marathon offers a lower valuation and MPLX exposure, but commentary favors Valero for its stronger balance sheet and share-price momentum. Marathon vs. Valero: Which Refining Stock Is the Better Buy Now?
• Negative Sentiment: Valuation creates downside risk: After substantial gains, including strong one- and three-month performance, some analysis questions whether Valero now trades above fair value. Investors may therefore become more sensitive to weaker refining margins or profit-taking. Is Valero Energy Fully Valued as Shares Trade Above Fair Value?

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. Weiss Ratings upgraded shares of Valero Energy from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, August 6th. UBS Group increased their target price on shares of Valero Energy from $280.00 to $355.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Citigroup lifted their target price on Valero Energy from $259.00 to $302.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 14th. The Goldman Sachs Group boosted their price target on Valero Energy from $286.00 to $357.00 and gave the company a “buy” rating in a research note on Wednesday, July 22nd. Finally, Raymond James Financial upped their price target on Valero Energy from $300.00 to $340.00 and gave the company a “strong-buy” rating in a report on Monday, July 13th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $288.00.

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.