Valero Energy Corporation (VLO)

Over the past six months, Valero Energy Corp. stock has experienced notable events and price movements, increasing by 23.85% between October 1, 2024, and September 30, 2025. As of October 1, 2025, the closing share price was $167.67, reflecting an 8.68% increase over the past 30 days and a 21.97% increase over the past 12 months. Valero Energy reported its second-quarter 2025 earnings, with an EPS of $2.28, surpassing the consensus estimate of $1.66, and revenue of $29.89 billion, exceeding analyst estimates. Valero Energy Corporation declared a regular cash dividend of $1.13 per share. Bank of America upgraded Valero Energy from a "neutral" to a "buy" rating, raising its price objective from $152.00 to $179.00. Mizuho increased its price target on Valero Energy from $166.00 to $190.00, giving the stock an "outperform" rating. Valero Energy Corporation elected Robert L. Reymond to its Board of Directors. Valero Energy's stock closed with a 1.09% decline due to energy sector volatility. Morgan Stanley downgraded Valero Energy from an "overweight" to an "equal weight" rating, setting a new price target of $175.00.

Demand for Valero Energy Corp.'s products, particularly transportation fuels, exhibits seasonality. Demand typically increases ahead of the peak summer travel season, and there is a surge in agricultural demand for diesel during the planting season. The company's stock performance also shows monthly seasonality, indicating historical price patterns.

Valero Energy Corporation is an American fuels producer based in San Antonio, Texas, operating in the oil and gas industry with a focus on oil refining and marketing. It is one of the world's largest independent petroleum refiners and a significant producer of renewable fuels in North America. Valero's products include transportation fuels and petrochemicals like gasoline, ethanol, diesel, jet fuel, asphalt, and lubricants. The company operates through refining, renewable diesel, and ethanol segments, owning 15 refineries with a 3.2 million barrels per day capacity, two renewable diesel plants producing 1.2 billion gallons per year, and 12 ethanol plants with a 1.6 billion gallons annual capacity.

Valero Energy Corp. has a broad geographic footprint, with operations spanning North America and Europe. The company owns and operates refineries across the United States, Canada, and the United Kingdom. Its renewable diesel plants are located in the U.S. Gulf Coast region, and its ethanol plants are situated across the United States. Valero markets its refined products on a wholesale basis in the U.S., the UK, Canada, and Ireland. Additionally, the company's retail operations, including branded wholesale fuel outlets, serve approximately 40 states in the U.S. and Canada, and it also has a presence in Mexico and Peru.

Valero Energy Corporation maintains a reputation for operational excellence, safety, environmental stewardship, and community development. The company emphasizes being a good employer, fostering a culture that supports diversity and inclusion, and providing a safe, healthy, and rewarding work environment with opportunities for growth. In 2024, Valero achieved its best year for personnel and process safety and one of its best years for environmental performance.

Valero Energy Corporation's ownership is largely dominated by institutional investors, who hold approximately 87% to 88% of the shares. The Vanguard Group, Inc. is the largest shareholder with 12% of shares outstanding, followed by BlackRock, Inc. with 8.8% and State Street Global Advisors, Inc. with 6.0% to 6.2%. The general public holds about 13% of the company's ownership, while insiders own less than 1% of Valero Energy Corporation.