Valero Energy (NYSE:VLO) Stock Price Target Raised at Barclays

Valero Energy (NYSE:VLO) had its price objective boosted by Barclays from $441.00 to $443.00 in a report issued on Friday, Benzinga reports. The firm currently has an “overweight” rating on the oil and gas company’s stock. Barclays‘s price objective would suggest a potential upside of 4.54% from the stock’s previous close.

A number of other research analysts also recently weighed in on VLO. Raymond James Financial upped their target price on Valero Energy from $350.00 to $450.00 and gave the stock a “strong-buy” rating in a report on Monday, September 14th. Bank of America raised their target price on Valero Energy from $395.00 to $414.00 and gave the company a “neutral” rating in a research note on Friday, October 2nd. Morgan Stanley raised their target price on Valero Energy from $255.00 to $411.00 and gave the company an “equal weight” rating in a research note on Monday, September 14th. UBS Group restated a “buy” rating and set a $467.00 price target on shares of Valero Energy in a research report on Tuesday, October 6th. Finally, Citigroup upped their price target on Valero Energy from $302.00 to $485.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 13th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Valero Energy presently has a consensus rating of “Moderate Buy” and an average target price of $386.12.

Valero Energy Trading Down 0.6%

Shares of NYSE:VLO traded down $2.52 on Friday, hitting $423.76. The company had a trading volume of 182,374 shares, compared to its average volume of 3,284,022. The firm’s 50-day simple moving average is $391.47 and its two-hundred day simple moving average is $309.38. The firm has a market capitalization of $122.01 billion, a price-to-earnings ratio of 17.62, a P/E/G ratio of 0.26 and a beta of 0.59. The company has a quick ratio of 1.23, a current ratio of 1.64 and a debt-to-equity ratio of 0.37. Valero Energy has a 1 year low of $159.90 and a 1 year high of $461.52.

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

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Bank of America Corp DE lifted its position in shares of Valero Energy by 11.4% during the 1st quarter. Bank of America Corp DE now owns 5,033,310 shares of the oil and gas company’s stock valued at $1,243,630,000 after buying an additional 516,975 shares in the last quarter. Bank of New York Mellon Corp raised its holdings in Valero Energy by 9.4% during the 1st quarter. Bank of New York Mellon Corp now owns 2,969,320 shares of the oil and gas company’s stock valued at $733,660,000 after buying an additional 254,604 shares during the period. Arrowstreet Capital Limited Partnership raised its holdings in shares of Valero Energy by 18.4% in the first quarter. Arrowstreet Capital Limited Partnership now owns 2,842,339 shares of the oil and gas company’s stock worth $702,285,000 after buying an additional 442,177 shares during the period. Amundi increased its position in shares of Valero Energy by 45.3% during the first quarter. Amundi now owns 2,584,976 shares of the oil and gas company’s stock worth $638,695,000 after acquiring an additional 806,018 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of Valero Energy by 33.9% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,058,341 shares of the oil and gas company’s stock valued at $536,074,000 after acquiring an additional 520,642 shares in the last quarter. Hedge funds and other institutional investors own 78.69% of the company’s stock.

Key Headlines Impacting Valero Energy

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

• Positive Sentiment: Valero reported third-quarter 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 the roughly $21.17 consensus estimate, while revenue rose 43.3% year over year to $46.1 billion. Valero Energy Reports Third Quarter 2026 Results
• Positive Sentiment: The earnings surge was driven primarily by much stronger refining margins, tight fuel inventories and resilient demand. Renewable diesel and ethanol operations also improved, with ethanol production reaching a record level, supporting cash generation. Valero Q3 Earnings Surge Sixfold to $6.8 Billion on Refining Boom
• Positive Sentiment: Management expects fuel margins to strengthen again, suggesting near-term earnings momentum could persist despite efforts by the Trump administration to lower fuel prices. Valero also completed a key refining upgrade, potentially improving operating performance. Valero expects fuel margins to rise again
• Neutral Sentiment: Although results were substantially above expectations, lower throughput volumes show that earnings remain sensitive to refinery utilization, fuel demand and volatile commodity-market conditions. Valero Energy Q3 Earnings Top Estimates on Refining Strength
• Negative Sentiment: TD Cowen raised its price target to $400 but maintained a Hold rating, implying downside from the recent trading level. The cautious stance suggests analysts may view the exceptional quarterly profit as cyclical rather than a sustainable new earnings baseline.

About Valero Energy

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.