Waverly Advisors LLC Sells 3,131 Shares of Valero Energy Corporation $VLO

12 Sep 2026, 08:51 by Sarita Garza · The Markets Daily

Waverly Advisors LLC reduced its stake in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 18.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 13,768 shares of the oil and gas company’s stock after selling 3,131 shares during the quarter. Waverly Advisors LLC’s holdings in Valero Energy were worth $3,586,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the stock. California State Teachers Retirement System increased its position in shares of Valero Energy by 40,516.1% during the second quarter. California State Teachers Retirement System now owns 143,816,270 shares of the oil and gas company’s stock valued at $37,455,509,000 after buying an additional 143,462,183 shares during the period. State Street Corp grew its holdings in shares of Valero Energy by 0.9% during the 4th quarter. State Street Corp now owns 18,177,191 shares of the oil and gas company’s stock worth $2,959,065,000 after acquiring an additional 163,975 shares during the period. Charles Schwab Investment Management Inc. raised its position in shares of Valero Energy by 0.5% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 11,950,982 shares of the oil and gas company’s stock worth $1,945,500,000 after acquiring an additional 63,919 shares in the last quarter. Norges Bank bought a new position in shares of Valero Energy in the 4th quarter worth approximately $1,111,542,000. Finally, Franklin Resources Inc. lifted its stake in shares of Valero Energy by 7.5% in the 4th quarter. Franklin Resources Inc. now owns 5,668,210 shares of the oil and gas company’s stock valued at $922,728,000 after purchasing an additional 394,693 shares during the period. 78.69% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Valero Energy news, SVP Eric Fisher sold 7,500 shares of Valero Energy stock in a transaction 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 completion of the sale, the senior vice president owned 19,742 shares of the company’s stock, valued at approximately $5,294,212.14. This trade represents a 27.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.36% of the company’s stock.

Key Stories Impacting Valero Energy

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

Positive Sentiment: Strong refining margins support profitability. Tight refined-product markets, relatively low diesel inventories and firm distillate demand are improving fuel crack spreads. Valero’s flexible coastal refinery network may allow it to capture these margins while global refining capacity remains constrained. Will Tight Refined Product Markets Support Valero’s Profitability?
Positive Sentiment: Energy-market tailwinds are lifting the sector. Crude prices above $100 per barrel, amid concerns about shipping attacks and wider Middle East supply disruptions, have supported energy and refining stocks. Valero Energy gains as strong refining margins and energy-market tailwinds support shares
Positive Sentiment: Recent earnings and estimates remain favorable. Valero’s latest reported quarter produced $12.54 in EPS versus a $10.11 consensus estimate, while revenue rose 48.8% year over year. Erste Group Bank also raised its 2026 EPS forecast to $43.31 from $42.76, above the current consensus estimate of $41.15.
Positive Sentiment: Analyst and quantitative support add to bullish sentiment. UBS recently raised its price target to $450 while maintaining a Buy rating, and Zacks included VLO among its Rank #1 “Strong Buy” growth stocks. A reported bullish order-flow signal also attracted trading attention. Valero Energy Shares Up 2% After Key Trading Signal
Neutral Sentiment: Institutional positioning is mixed. Hundreds of institutions added shares in the latest quarter, but several large investors reduced their holdings, including T. Rowe Price, Ameriprise, Victory Capital and Geode.
Negative Sentiment: Insider selling is a cautionary signal. Valero insiders reportedly made three open-market sales totaling approximately 22,500 shares over the past six months, with no reported purchases. In addition, some published analyst targets remain well below the current share price, highlighting valuation risk if refining margins weaken.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on VLO. Raymond James Financial upped their price target on Valero Energy from $300.00 to $340.00 and gave the stock a “strong-buy” rating in a research note on Monday, July 13th. Zacks Research raised Valero Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, August 4th. TD Cowen boosted their target price on shares of Valero Energy from $338.00 to $350.00 and gave the company a “hold” rating in a report on Monday, August 3rd. Citigroup upped their target price on shares of Valero Energy from $259.00 to $302.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 14th. Finally, The Goldman Sachs Group lifted their price target on shares of Valero Energy from $286.00 to $357.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $301.76.

Get Our Latest Analysis on Valero Energy

Valero Energy Stock Up 1.4%

Shares of Valero Energy stock opened at $390.81 on Friday. The company has a 50-day simple moving average of $327.00 and a two-hundred day simple moving average of $271.31. The stock has a market capitalization of $112.53 billion, a PE ratio of 16.22, a price-to-earnings-growth ratio of 0.43 and a beta of 0.57. Valero Energy Corporation has a 52-week low of $155.29 and a 52-week high of $399.26. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.23 and a current ratio of 1.64.

Valero Energy (NYSE:VLO – Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The oil and gas company reported $12.54 EPS for the quarter, beating analysts’ consensus estimates of $10.11 by $2.43. The firm had revenue of $44.48 billion for 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 for the quarter was up 48.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.28 earnings per share. On average, analysts anticipate that Valero Energy Corporation will post 41.22 EPS for the current fiscal year.

Valero Energy Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, August 31st. Investors of record on Friday, July 31st were given a $1.20 dividend. The ex-dividend date of this dividend was Friday, July 31st. This represents a $4.80 annualized dividend and a yield of 1.2%. Valero Energy’s dividend payout ratio is 19.92%.

Valero Energy Company Profile

(Free Report)

Valero Energy Corporation is an international energy company headquartered in San Antonio, Texas. Its primary business is refining crude oil into transportation fuels and other products, including gasoline, diesel, jet fuel, asphalt, lubricants and petrochemical feedstocks.

Valero operates refineries and related facilities in the United States, Canada and the United Kingdom, and markets its products through wholesale and commercial channels in North America and other international markets.