Valero Energy Corporation $VLO Shares Sold by OLD Second National Bank of Aurora

OLD Second National Bank of Aurora lessened its stake in shares of Valero Energy Corporation (NYSE:VLO) by 35.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,508 shares of the oil and gas company’s stock after selling 6,767 shares during the quarter. OLD Second National Bank of Aurora’s holdings in Valero Energy were worth $4,848,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VLO. Cornerstone Financial Management LLC grew its stake in shares of Valero Energy by 57.6% in the second quarter. Cornerstone Financial Management LLC now owns 104 shares of the oil and gas company’s stock valued at $27,000 after buying an additional 38 shares in the last quarter. Whipplewood Advisors LLC lifted its stake in Valero Energy by 3,400.0% during the 1st quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company’s stock worth $26,000 after acquiring an additional 102 shares in the last quarter. Financial Life Planners acquired a new position in Valero Energy during the 1st quarter worth about $28,000. Valued Wealth Advisors LLC boosted its holdings in Valero Energy by 134.0% during the 1st quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock valued at $29,000 after acquiring an additional 67 shares during the period. Finally, Global Assets Advisory LLC purchased a new position in Valero Energy during the 1st quarter valued at about $33,000. Hedge funds and other institutional investors own 78.69% of the company’s stock.

Key Valero Energy News

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

• Positive Sentiment: Record quarterly profitability: Valero reported net income of approximately $6.8 billion, or $23.89 per share, compared with $1.1 billion, or $3.53 per share, a year earlier. Adjusted EPS of $23.90 exceeded consensus estimates near $21.17-$21.28, while revenue of $46.10 billion also surpassed expectations. Valero Energy Reports Third Quarter 2026 Results
• Positive Sentiment: Refining strength drove the beat: Higher refining margins, tight inventories and strong operating performance supported the earnings surge. Renewable diesel and ethanol profitability also improved, with ethanol production reaching a record level. Valero kicks off refiner results with record quarterly profit on higher margins
• Positive Sentiment: Cash generation and strategic progress: Robust cash flow and the completion of a key refining upgrade strengthen Valero’s operating position and could support shareholder returns if favorable refining conditions persist. Valero Energy Posts Surging Q3 Profit and Completes Key Refining Upgrade
• Neutral Sentiment: Results are highly cyclical: The exceptional year-over-year improvement reflects refining margins that can change rapidly with fuel demand, crude costs, inventories and geopolitical conditions. Investors will focus on whether current margins remain elevated.
• Negative Sentiment: Valuation and analyst caution may be limiting the reaction: TD Cowen raised its price target from $375 to $400 but maintained a “hold” rating; the target remains below the stock’s recent trading level. After a sharp run-up toward its yearly high, investors may be locking in gains despite the earnings beat. TD Cowen raises Valero price target

Wall Street Analyst Weigh In

VLO has been the subject of several research reports. Piper Sandler lifted their target price on Valero Energy from $329.00 to $435.00 and gave the company an “overweight” rating in a research report on Thursday, September 3rd. Mizuho lifted their price objective on shares of Valero Energy from $300.00 to $434.00 and gave the company a “neutral” rating in a report on Thursday, October 8th. Raymond James Financial lifted their price objective on shares of Valero Energy from $350.00 to $450.00 and gave the company a “strong-buy” rating in a report on Monday, September 14th. Morgan Stanley upped their target price on shares of Valero Energy from $255.00 to $411.00 and gave the stock an “equal weight” rating in a research note on Monday, September 14th. Finally, UBS Group reiterated a “buy” rating and set a $467.00 target price on shares of Valero Energy in a report on Tuesday, October 6th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Valero Energy presently has a consensus rating of “Moderate Buy” and an average price target of $385.75.

Valero Energy Price Performance

Shares of NYSE VLO opened at $426.06 on Friday. Valero Energy Corporation has a 1-year low of $159.90 and a 1-year high of $461.52. 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 stock has a fifty day moving average price of $391.47 and a 200 day moving average price of $309.38. The company has a market cap of $122.68 billion, a PE ratio of 17.68, a P/E/G ratio of 0.26 and a beta of 0.59.

Valero Energy (NYSE:VLO) last posted its quarterly earnings results on Thursday, October 22nd. The oil and gas company reported $23.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $21.17 by $2.73. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The firm had revenue of $46.10 billion during the quarter, compared to analysts’ expectations of $42.71 billion. During the same period in the prior year, the company posted $3.66 earnings per share. The firm’s revenue for the quarter was up 43.3% on a year-over-year basis. Sell-side analysts forecast that Valero Energy Corporation will post 52.55 EPS for the current year.

Valero Energy Company Profile

Valero Energy Corporation is an international energy company headquartered in San Antonio, Texas. The company’s primary business is refining and marketing transportation fuels, including gasoline, diesel, jet fuel and other products used by commercial, industrial and consumer customers.

Valero operates refineries in the United States, Canada and the United Kingdom. Its refining operations also produce asphalt, petrochemical feedstocks and other petroleum-based products. The company markets fuel through wholesale channels and branded retail networks, including Valero, Beacon and Shamrock-branded locations.

In addition to conventional refining, Valero has businesses focused on renewable fuels.