Valero Energy Corporation (VLO)

Valero Energy Corp. stock has shown strong performance, increasing by 10.24% over the past 30 days and 50.93% over the past 12 months as of February 6, 2026. On February 6, 2026, the stock reached an all-time high closing price of $202.68. The company reported strong Q4 2025 results, with EPS of $3.82 and revenue of $30.37 billion. Valero increased its quarterly dividend to $1.20, payable on March 9, 2026. Analyst sentiment has generally improved, with several firms lifting price targets. In November 2025, CFO Jason W. Fraser sold 9,933 shares of the firm's stock.

Demand for Valero Energy's products exhibits seasonality and is influenced by market dynamics. Gasoline inventories experienced significant seasonal builds in November and December 2025. The renewable diesel segment experienced a difficult first quarter in 2025, reporting an operating loss due to reduced production volumes and higher feedstock costs. Valero's ethanol segment was profitable in the first quarter of 2025 and reported record high production in the third quarter of 2025. The company anticipates continued tight product markets and is preparing for potential policy changes regarding renewable fuel standards.

Valero Energy Corporation is an American fuels producer involved in manufacturing and marketing transportation fuels and petrochemical products. It operates in the oil and gas sector, focusing on refining and renewable fuels, producing gasoline, diesel, jet fuel, asphalt, petrochemicals, lubricants, ethanol, and renewable diesel. Valero owns 15 petroleum refineries in the U.S., Canada, and the U.K., with a 3.2 million BPD capacity, two renewable diesel plants in the U.S. Gulf Coast with a 1.2 billion gallons per year capacity, and 12 ethanol plants in the U.S. Mid-Continent with a 1.6 billion gallons per year capacity.

Valero Energy Corp. has a significant geographic presence in North America and the United Kingdom. The company's 15 petroleum refineries are located in the U.S., Canada, and the U.K. Its two renewable diesel plants are situated in the U.S. Gulf Coast region, and its 12 ethanol plants are in the Mid-Continent region of the U.S. Valero operates in five key regions: the U.S., Canada, the U.K. and Ireland, Mexico and Peru, and other countries. The U.S. Gulf Coast is a strategic location due to access to discounted heavy crude and efficient export channels.

Valero Energy has emphasized its commitment to environmental responsibility and advancing sustainable energy. The company has set ambitious environmental targets, including an ambition to reduce and displace over 45 million metric tons of CO2e by 2050. Valero's focus on low-carbon fuels and its development of Sustainable Aviation Fuel (SAF) contribute positively to its reputation. However, Valero faces ongoing legal proceedings and environmental enforcement matters, which could result in monetary sanctions and reputational damage.

Valero Energy Corporation has significant institutional ownership. The Vanguard Group, Inc. is the largest institutional shareholder, holding approximately 12.34% of the company's shares. Other major institutional owners include BlackRock, Inc., State Street Global Advisors, Inc., T. Rowe Price Group, Inc., and Charles Schwab Investment Management, Inc. Institutional investors collectively hold 63.14% of the shares.