VLO
VALERO ENERGY CORP/TX
$248.74
-1.98%
$75.4B
No data for this timeframe.
Vol
Market Cap$75.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (56%)
Inst. Holders9 funds
Inst. Value$12.7B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 3S
Insider Net $-$3.8M
Reddit Sentiment50° Neutral
SEC Reports3
Congressional1 trades
Recent Activity
May 19, 2026
short_volume
Short Volume: VLO — 55.8% short (0.9M / 1.6M)
Short: 872,608 | Exempt: 42,395 | TRF Vol: 1,563,321 | Short Ratio: 55.8% | Off-exchange volume (dar
May 18, 2026
Insider
Fisher Eric A sold 7,500 shares
SVP @ $251.61 ($1.9M)
May 8, 2026
SEC
Valero reported the planned retirement of SVP Eric Fisher (effective July 1, 2026) as part of succession planning, discl
8-K — Impact 2/10
May 7, 2026
Insider
Reymond Robert L sold 939 shares
Director @ $0.00 ($0.00)
May 7, 2026
Insider
EBERHART PAULETT sold 939 shares
Director @ $0.00 ($0.00)
Apr 30, 2026
SEC
Valero Energy reported Q1 2026 GAAP net income of $1.263B ($4.22/share), a massive turnaround from a net loss of $595M (
8-K — Impact 7/10
Mar 19, 2026
SEC
Valero Energy Corporation has filed a definitive proxy statement (DEFA14A) for its 2026 annual meeting of shareholders.
DEFA14A — Impact 3/10
Inst.
NORGES BANK — NEW
6,828,073 shares ($1.1B)
Price Targets
$256.26
+3.0% upside
Hold
Current $248.74
Low $181.00
Median $260.00
High $300.00
19 analysts
$181.00
$300.00
Analyst Ratings
4Strong Buy
10Buy
10Hold
0Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 1, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| Apr 27, 2026 | TD Cowen | MAINTAIN | Hold → Hold |
| Apr 24, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 22, 2026 | Scotiabank | MAINTAIN | Sector Outperform → Sector Outperform |
| Apr 21, 2026 | Wolfe Research | DOWNGRADE | Peer Perform → Underperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $9.57 ▲ +38.7% | $7.40 — $12.39 | 320% YoY | 14 |
| Next Q | $8.53 ▲ +30.4% | $5.77 — $10.30 | 133% YoY | 14 |
| Current FY | $27.78 ▲ +32.4% | $19.42 — $37.78 | 162% YoY | 17 |
| Next FY | $19.60 ▲ +13.6% | $11.42 — $28.30 | -29% YoY | 18 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $6.1B | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $1.9B | NEW |
| MORGAN STANLEY | $1.2B | — |
| NORGES BANK | $1.1B | NEW |
| FMR LLC | $1.1B | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Fisher Eric | SELL | $1.9M |
| May 7, 2026 | Reymond Robert | A | $0.00 |
| May 7, 2026 | EBERHART PAULETT | A | $0.00 |
| May 7, 2026 | Diaz Fred | A | $0.00 |
| May 7, 2026 | Majoras Deborah | A | $0.00 |
Reddit Sentiment
50°▲
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Gilbert Cisneros | D | SELL | $1,001 - $15,000 |
9 institutional holders with $12.7B total value (77,798,243 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 37,647,983 | $6.1B | 48.4% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11,950,982 | $1.9B | 15.4% | NEW |
| 3 | MORGAN STANLEY | 7,437,933 | $1.2B | 9.6% | — |
| 4 | NORGES BANK | 6,828,073 | $1.1B | 8.8% | NEW |
| 5 | FMR LLC | 6,760,500 | $1.1B | 8.7% | — |
| 6 | BANK OF AMERICA CORP /DE/ | 4,516,335 | $735.2M | 5.8% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 1,235,710 | $201.2M | 1.6% | DOUBLED +501.0% |
| 8 | WELLS FARGO & COMPANY/MN | 1,121,439 | $182.6M | 1.4% | — |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 299,288 | $48.7M | 0.4% | DOUBLED +527.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 6,828,073 | — | $1.1B | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 47,688 | 299,288 | +527.6% | $48.7M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 215,589 | 1,295,669 | +501.0% | $220.6M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 13,100 | 47,688 | +264.0% | $8.1M | 2025-Q3 |
| NORGES BANK | EXIT | 6,155,260 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 6,155,260 | — | $827.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 57,006 | 215,589 | +278.2% | $29.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 118,000 | 13,100 | -88.9% | $1.8M | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 3,193,144 | 2,134,929 | -33.1% | $282.0M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 118,000 | — | $15.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 292,293 | 57,006 | -80.5% | $7.5M | 2025-Q1 |
| NORGES BANK | EXIT | 5,460,480 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 1,741,521 | 3,193,144 | +83.4% | $391.4M | 2024-Q4 |
| UBS Group AG | ADD | 1,466,129 | 2,184,854 | +49.0% | $267.8M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 330,088 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 10,287,269 | — | $1.4B | 2024-Q3 |
14 unique insiders with 3 transactions. Net insider value: -$3.8M ($0.00 bought, $3.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Fisher Eric A | SVP | SELL | 7,500 | $251.61 | $1.9M |
| May 7, 2026 | Reymond Robert L | Director | A | 939 | $0.00 | $0.00 |
| May 7, 2026 | EBERHART PAULETT | Director | A | 939 | $0.00 | $0.00 |
| May 7, 2026 | Diaz Fred M | Director | A | 939 | $0.00 | $0.00 |
| May 7, 2026 | Majoras Deborah P | Director | A | 939 | $0.00 | $0.00 |
| May 7, 2026 | Ffolkes Marie A | Director | A | 939 | $0.00 | $0.00 |
| May 7, 2026 | Greene Kimberly S, | Director | A | 939 | $0.00 | $0.00 |
| May 7, 2026 | WILKINS RAYFORD JR | Director | A | 939 | $0.00 | $0.00 |
| May 7, 2026 | Mullins Eric D. | Director | A | 939 | $0.00 | $0.00 |
| May 7, 2026 | WEISENBURGER RANDALL J | Director | A | 939 | $0.00 | $0.00 |
| May 6, 2026 | WILKINS RAYFORD JR | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | WILKINS RAYFORD JR | Director | D | 304 | $239.26 | $72.7K |
| May 6, 2026 | WILKINS RAYFORD JR | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | Ffolkes Marie A | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | Ffolkes Marie A | Director | D | 511 | $239.26 | $122.3K |
| May 6, 2026 | Ffolkes Marie A | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | Greene Kimberly S, | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | Greene Kimberly S, | Director | D | 511 | $239.26 | $122.3K |
| May 6, 2026 | Greene Kimberly S, | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | EBERHART PAULETT | Director | D | 511 | $239.26 | $122.3K |
| May 6, 2026 | EBERHART PAULETT | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | WEISENBURGER RANDALL J | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | WEISENBURGER RANDALL J | Director | D | 304 | $239.26 | $72.7K |
| May 6, 2026 | WEISENBURGER RANDALL J | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | Majoras Deborah P | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | Majoras Deborah P | Director | D | 511 | $239.26 | $122.3K |
| May 6, 2026 | Majoras Deborah P | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | Mullins Eric D. | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | Mullins Eric D. | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | Diaz Fred M | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | Diaz Fred M | Director | D | 511 | $239.26 | $122.3K |
| May 6, 2026 | Diaz Fred M | Director | M | 1,381 | $0.00 | $0.00 |
| May 6, 2026 | EBERHART PAULETT | Director | M | 1,381 | $0.00 | $0.00 |
| Mar 12, 2026 | Fisher Eric A | SVP | SELL | 200 | $238.73 | $47.7K |
| Mar 11, 2026 | Fisher Eric A | SVP | SELL | 8,311 | $227.69 | $1.9M |
| Feb 26, 2026 | Bhullar Harminder S. | SVP & CFO | F | 480 | $201.44 | $96.7K |
| Feb 25, 2026 | Riggs R. Lane | CEO & President | A | 37,850 | $0.00 | $0.00 |
| Feb 25, 2026 | Bhullar Harminder S. | SVP & CFO | A | 7,050 | $0.00 | $0.00 |
| Feb 25, 2026 | Fisher Eric A | SVP | A | 5,990 | $0.00 | $0.00 |
| Feb 25, 2026 | Bhullar Harminder S. | SVP & CFO | A | 7,050 | $0.00 | $0.00 |
| Feb 25, 2026 | Fisher Eric A | SVP | A | 5,990 | $0.00 | $0.00 |
| Feb 25, 2026 | Simmons Gary K. | EVP & COO | A | 13,320 | $0.00 | $0.00 |
| Feb 25, 2026 | Simmons Gary K. | EVP & COO | A | 13,320 | $0.00 | $0.00 |
| Feb 25, 2026 | Walsh Richard Joe | EVP & GC | A | 8,800 | $0.00 | $0.00 |
| Feb 25, 2026 | Walsh Richard Joe | EVP & GC | A | 8,800 | $0.00 | $0.00 |
| Feb 25, 2026 | Riggs R. Lane | CEO & President | A | 37,850 | $0.00 | $0.00 |
| Feb 23, 2026 | Bhullar Harminder S. | SVP & CFO | F | 416 | $199.98 | $83.2K |
| Feb 22, 2026 | Bhullar Harminder S. | SVP & CFO | F | 423 | $199.89 | $84.6K |
| Feb 5, 2026 | Simmons Gary K. | EVP & COO | G | 768 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 4.0/10.
NEUTRAL
8-K
2/10
Valero reported the planned retirement of SVP Eric Fisher (effective July 1, 2026) as part of succes
May 8, 2026
MIXED
8-K
7/10
Valero Energy reported Q1 2026 GAAP net income of $1.263B ($4.22/share), a massive turnaround from a
Apr 30, 2026
NEUTRAL
DEFA14A
3/10
Valero Energy Corporation has filed a definitive proxy statement (DEFA14A) for its 2026 annual meeti
Mar 19, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (56% buy). Based on 25 analysts: 4 strong buy, 10 buy, 10 hold, 0 sell, 1 strong sell.
Analyst Price Targets
$256.26 mean target
+3.0% upside
Hold (2.40)
$181.00 Low
$300.00 High
| Metric | Value |
|---|---|
| Current Price | $248.74 |
| Target Low | $181.00 |
| Target Mean | $256.26 |
| Target Median | $260.00 |
| Target High | $300.00 |
| # Analysts | 19 |
| Recommendation | Hold (2.40) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$9.57 | $7.40 | $12.39 | 319.7% | +38.7% | 10↑ 2↓ | $38.0B | 27.2% | 14 |
| Next Q 2026-09-30 |
$8.53 | $5.77 | $10.30 | 133.2% | +30.4% | 12↑ 0↓ | $35.6B | 10.8% | 14 |
| Current FY 2026-12-31 |
$27.78 | $19.42 | $37.78 | 161.8% | +32.4% | 13↑ 1↓ | $135.6B | 10.5% | 17 |
| Next FY 2027-12-31 |
$19.60 | $11.42 | $28.30 | -29.4% | +13.6% | 12↑ 4↓ | $125.4B | -7.5% | 18 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $9.569 | |
| 7d ago | $9.338 | +0.231 |
| 30d ago | $6.899 | +2.670 |
| 60d ago | $4.963 | +4.606 |
| 90d ago | $4.097 | +5.472 |
15 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 1, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 27, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Apr 24, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 22, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Apr 21, 2026 | Wolfe Research | DOWNGRADE | Peer Perform | Underperform |
| Apr 15, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 8, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Apr 6, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| Apr 2, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 31, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 25, 2026 | Raymond James | MAINTAIN | Strong Buy | Strong Buy |
| Mar 12, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Feb 9, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 30, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jan 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 27, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 8, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Jan 8, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Dec 12, 2025 | Mizuho | DOWNGRADE | Outperform | Neutral |
| Dec 11, 2025 | B of A Securities | DOWNGRADE | Buy | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 4 | 10 | 10 | 0 | 1 | 56% | |
| Apr 1, 2026 | 4 | 11 | 11 | 0 | 0 | 58% | |
| Mar 1, 2026 | 4 | 11 | 11 | 0 | 0 | 58% | |
| Feb 1, 2026 | 4 | 11 | 11 | 0 | 0 | 58% | |
| Jan 1, 2026 | 4 | 11 | 10 | 0 | 0 | 60% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Valero Energy Corp | Feb 16, 2026 (39d) |
50°
Neutral
Bearish
Neutral
Bullish
6 mentions
2 bullish
2 bearish
6 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 8, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 8, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 19, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 19, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
May 19, 2026
short_volume
Short Volume: VLO — 55.8% short (0.9M / 1.6M)
Short: 872,608 | Exempt: 42,395 | TRF Vol: 1,563,321 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: VLO — 58.7% short (0.6M / 1.1M)
Short: 619,510 | Exempt: 5 | TRF Vol: 1,054,701 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings_calendar
VLO Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 30, 2026
short_volume
Short Volume: VLO — 61.2% short (0.8M / 1.3M)
Short: 803,782 | Exempt: 582 | TRF Vol: 1,313,013 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: VLO — 59.9% short (0.5M / 0.8M)
Short: 453,130 | Exempt: 3,618 | TRF Vol: 756,869 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: VLO — 3.8M shares, 87,432 trades
Week starting 2026-04-27. Total ATS volume: 3,846,690 shares across 87,432 trades.
Apr 24, 2026
short_volume
Short Volume: VLO — 55.7% short (0.4M / 0.6M)
Short: 351,455 | Exempt: 4,472 | TRF Vol: 631,161 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: VLO — 3.3M shares, 74,714 trades
Week starting 2026-04-20. Total ATS volume: 3,312,428 shares across 74,714 trades.
Apr 16, 2026
short_volume
Short Volume: VLO — 61.0% short (0.5M / 0.8M)
Short: 479,702 | Exempt: 1,399 | TRF Vol: 786,140 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_volume
Short Volume: VLO — 57.4% short (0.5M / 0.9M)
Short: 539,616 | Exempt: 6,274 | TRF Vol: 940,208 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_interest
FTD: VLO — 14,675 shares ($3.6M) failed to deliver
Settlement: 20260414, Price: $242.08, FTD Value: $3,552,524, VALERO ENERGY CORP (NEW)
Apr 13, 2026
short_interest
FTD: VLO — 38,454 shares ($9.2M) failed to deliver
Settlement: 20260413, Price: $238.82, FTD Value: $9,183,584.28, VALERO ENERGY CORP (NEW)
Apr 13, 2026
dark_pool
Dark Pool: VLO — 4.9M shares, 89,493 trades
Week starting 2026-04-13. Total ATS volume: 4,877,544 shares across 89,493 trades.
Apr 10, 2026
short_volume
Short Volume: VLO — 63.3% short (0.8M / 1.2M)
Short: 787,148 | Exempt: 535 | TRF Vol: 1,244,362 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Apr 10, 2026
short_interest
FTD: VLO — 3,202 shares ($0.8M) failed to deliver
Settlement: 20260410, Price: $235.10, FTD Value: $752,790.2, VALERO ENERGY CORP (NEW)