Valero Energy Co. Expected to Post Q3 2026 Earnings of $2.74 Per Share (NYSE:VLO)

Valero Energy Co. (NYSE:VLO) – Equities researchers at Zacks Research lifted their Q3 2026 earnings per share (EPS) estimates for shares of Valero Energy in a research note issued on Monday, September 30th. Zacks Research analyst R. Department now anticipates that the oil and gas company will post earnings per share of $2.74 for the quarter, up from their previous forecast of $2.55. The consensus estimate for Valero Energy’s current full-year earnings is $10.26 per share. Zacks Research also issued estimates for Valero Energy’s FY2026 earnings at $11.91 EPS.

Valero Energy (NYSE:VLO) last posted its quarterly earnings results on Thursday, July 25th. The oil and gas company reported $2.71 earnings per share for the quarter, topping analysts’ consensus estimates of $2.60 by $0.11. Valero Energy had a net margin of 4.25% and a return on equity of 21.01%. The business had revenue of $34.49 billion for the quarter, compared to analysts’ expectations of $32.97 billion. During the same period in the prior year, the company posted $5.40 EPS. The business’s revenue for the quarter was down .1% on a year-over-year basis.

A number of other research firms have also recently weighed in on VLO. Scotiabank upped their price target on Valero Energy from $165.00 to $173.00 and gave the stock a “sector outperform” rating in a report on Friday, July 12th. The Goldman Sachs Group lowered their target price on Valero Energy from $149.00 to $131.00 and set a “sell” rating on the stock in a report on Monday, September 16th. Mizuho decreased their price objective on shares of Valero Energy from $175.00 to $171.00 and set an “outperform” rating on the stock in a research report on Monday, September 16th. Wolfe Research began coverage on shares of Valero Energy in a report on Thursday, July 18th. They set an “outperform” rating and a $177.00 target price for the company. Finally, Piper Sandler downgraded shares of Valero Energy from an “overweight” rating to a “neutral” rating and reduced their price target for the company from $169.00 to $123.00 in a report on Friday, September 20th. One analyst has rated the stock with a sell rating, five have issued a hold rating, nine have issued a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $165.21.

Valero Energy Trading Up 6.1 %

Shares of Valero Energy stock opened at $144.00 on Wednesday. The company has a 50-day moving average of $143.01 and a two-hundred day moving average of $154.05. Valero Energy has a 12-month low of $119.88 and a 12-month high of $184.79. The company has a current ratio of 1.48, a quick ratio of 1.04 and a debt-to-equity ratio of 0.34. The stock has a market cap of $47.09 billion, a PE ratio of 7.13, a price-to-earnings-growth ratio of 3.31 and a beta of 1.40.

Valero Energy Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 3rd. Stockholders of record on Thursday, August 1st were given a $1.07 dividend. This represents a $4.28 dividend on an annualized basis and a dividend yield of 2.97%. The ex-dividend date of this dividend was Thursday, August 1st. Valero Energy’s dividend payout ratio is currently 21.20%.

Hedge Funds Weigh In On Valero Energy

Several large investors have recently added to or reduced their stakes in the business. Ameriprise Financial Inc. boosted its position in shares of Valero Energy by 2.8% in the second quarter. Ameriprise Financial Inc. now owns 6,956,743 shares of the oil and gas company’s stock worth $1,090,532,000 after acquiring an additional 192,397 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of Valero Energy by 5.8% in the 2nd quarter. Dimensional Fund Advisors LP now owns 4,319,436 shares of the oil and gas company’s stock valued at $677,007,000 after purchasing an additional 237,347 shares during the last quarter. Putnam Investments LLC grew its stake in shares of Valero Energy by 3.7% during the 4th quarter. Putnam Investments LLC now owns 3,445,821 shares of the oil and gas company’s stock valued at $447,957,000 after buying an additional 122,207 shares during the period. Pacer Advisors Inc. increased its holdings in shares of Valero Energy by 1.9% during the 2nd quarter. Pacer Advisors Inc. now owns 3,018,107 shares of the oil and gas company’s stock worth $473,118,000 after buying an additional 56,989 shares during the last quarter. Finally, Legal & General Group Plc raised its position in shares of Valero Energy by 3.0% in the 2nd quarter. Legal & General Group Plc now owns 2,809,355 shares of the oil and gas company’s stock worth $440,394,000 after buying an additional 82,539 shares during the period. 78.69% of the stock is currently owned by hedge funds and other institutional investors.

About Valero Energy

Valero Energy Corporation manufactures, markets, and sells petroleum-based and low-carbon liquid transportation fuels and petrochemical products in the United States, Canada, the United Kingdom, Ireland, Latin America, Mexico, Peru, and internationally. It operates through three segments: Refining, Renewable Diesel, and Ethanol.