Valero Energy Corporation (VLO)

Sep 27, 2026

This article compares the dividend investment merits of Polaris (PII) and Hasbro (HAS) for retirement portfolios. While Polaris offers a higher yield and a 31-year streak of dividend raises, the analysis suggests Hasbro, despite freezing its dividend, is a safer bet due to stronger cash flow coverage and business health. The author advises that Hasbro is better for retirees needing consistent income, while Polaris suits younger investors willing to accept more volatility for higher yield potential.

Sep 26, 2026

Darling Ingredients (NYSE:DAR) stock recently surpassed its 200-day moving average, reaching $61.93, although it remains below its 50-day average. The company received a "Moderate Buy" consensus from analysts with an average price target of $69.91, and reported strong quarterly earnings of $2.41 per share, significantly exceeding estimates. Institutional investors hold a substantial portion of the stock, while insider transactions show both selling and buying activity.

Sep 25, 2026

A claim circulated online suggesting that California Governor Gavin Newsom "forced" the closure of four refineries, leading to a spike in U.S. gas prices, is "Mostly False." While two California refineries did close, not four, and state regulations were cited as a partial reason for one closure, the primary drivers for increased nationwide gas prices in 2026 are identified as the Iran war and related shipping route disruptions. Oil companies themselves cited high costs and low earnings as reasons for their closure decisions, with no evidence indicating Newsom directly forced these shutdowns.

Sep 25, 2026

Suncor Energy Inc. (TSX:SU) is presented as an attractive long-term investment due to its integrated energy model, 2.47% dividend yield, and commitment to shareholder returns. The article highlights Suncor's diversified operations across oil sands production, refining, and fuel retailing, which help mitigate earnings volatility and support dividend sustainability. While acknowledging commodity price volatility and regulatory risks, the analysis suggests Suncor's financial strength and operational efficiency initiatives position it well for future growth and consistent income.

Sep 25, 2026

Valero Energy (NYSE:VLO) is drawing attention due to volatile crude prices and geopolitical events, which highlight the importance of operational discipline and portfolio flexibility. The key question for investors is whether its refining and renewable fuels segments can sustain consistent execution. The article advises investors to focus on company-specific disclosures regarding demand, delivery, and capital allocation to assess whether the current market interest reflects genuine business trends or a temporary narrative.

Sep 24, 2026

LPL Financial (LPLA) experienced a 7.5% stock drop due to its CFO joining Valero Energy's board and renewed pressure on the wealth management sector from high interest rates causing "cash sorting." The article presents bull and bear cases, with bulls highlighting LPL's record advisor recruitment and asset growth, while bears emphasize valuation premium and potential revenue pressure from continued cash sorting. The upcoming earnings report is expected to clarify the impact of these factors on the company's performance.

Sep 24, 2026

Refinery closures on the West Coast, particularly in California, are impacting Nevada's fuel supply, as the state relies heavily on imports. In response, Sky Quarry Inc. has restarted Nevada's only crude oil refinery, the Eagle Springs Refinery, to boost local production. This move is supported by state initiatives to enhance fuel resiliency and potentially explore more oil resources within Nevada.

Sep 23, 2026

Investment manager Steve Weiss sold his entire position in Valero Energy (VLO) after a roughly 35% gain, citing long-term skepticism about energy stocks, despite Valero outperforming the S&P 500 significantly over the past decade. While Weiss's broader critique of the energy sector holds up based on ETF performance, Valero itself delivered an 877% return over 10 years, tripling the S&P 500's 256%. The article also highlights Valero's strong Q2 2026 results and the ongoing risk of a diesel export ban.

Sep 23, 2026

Goldman Sachs has updated its price target for Valero Energy (VLO) to $457, an increase from its previous target of $365. The firm has also reiterated its "Buy" rating for the company. Valero Energy currently holds an average analyst rating of "overweight" with a mean price target of $362.

Sep 23, 2026

Valero Energy (VLO) stock recently declined by 4.10%, closing at $377.14, while its shares have increased by 13.66% over the past month. Analysts project significant year-over-year earnings growth of 394.26% for its upcoming October 22, 2026, earnings report, with a Zacks Rank of #1 (Strong Buy). The company's valuation metrics, including a Forward P/E of 8.1 and a PEG ratio of 0.27, suggest it is trading at a discount compared to its industry average.

Sep 22, 2026

State Street Corp significantly reduced its stake in Valero Energy Corporation by 3.6% in the second quarter, selling over 700,000 shares but still retaining a substantial holding valued at approximately $4.9 billion. Despite this reduction, institutional investors collectively own a large portion of VLO, and the company has reported strong earnings, beating analyst estimates due to favorable refining margins and tight fuel supplies. Analyst sentiment remains a "Moderate Buy" overall, though some firms like Jefferies have downgraded the stock to "Hold" following its recent rally.

Sep 22, 2026

A potential Trump-Xi summit could significantly impact U.S. agribusinesses Archer-Daniels-Midland (ADM) and Bunge Global (BG), particularly if concessions are made on corn and sorghum trade. Both companies recently reported strong Q2 2026 results and raised full-year guidance, with ADM benefiting from biofuel clarity and Bunge from its Viterra acquisition. While Bunge offers greater upside torque with its lower forward P/E and analyst targets, ADM provides more ballast due to its consistent dividend growth, making the choice dependent on an investor's risk appetite regarding the summit's outcome.

Sep 22, 2026

The Zacks Analyst Blog features Valero (VLO), Phillips 66 (PSX), and Eni (E) as top-ranked oil and gas stocks. The article also covers the Global Week Ahead, focusing on the U.S.-China summit, the UN General Assembly, AI safety concerns, 10-year U.S. Treasury yield movements, and Indonesia's central bank policy decision. These macroeconomic events and geopolitical discussions provide context for the featured stock picks in the energy sector.

Sep 22, 2026

Jefferies Financial Group has reissued a "Hold" rating for Valero Energy (NYSE:VLO) with a $401 price target, indicating a potential upside of 1.85%. This comes despite a broader analyst consensus of "Moderate Buy" and an average target of $328.88. The oil and gas company recently reported strong quarterly earnings, beating analyst estimates with $12.54 EPS and revenue of $44.48 billion, a 48.8% year-over-year increase.

Sep 21, 2026

Valero Energy (VLO) experienced a 4.1% decline, likely due to a sector-wide pullback as oil prices fell and investors engaged in profit-taking after a strong run in refining shares. The decline does not appear to be linked to new company-specific issues, as recent filings showed no negative operational or financial setbacks. Insider trading activity indicates more sales than purchases, while institutional holdings show a mixed bag of significant additions and removals by large firms.

Sep 21, 2026

Phillips 66 has experienced a significant increase in profitability due to soaring diesel margins, with worldwide refining margins doubling to $24/bbl and diesel cracks running five times their normal range. This surge is attributed to supply shocks from Russian export collapses, reduced Persian Gulf shipments, and refinery closures. The central question for analysts and investors is whether these elevated margins represent a temporary "war premium" or a more permanent structural tightening in the refining market.

Sep 20, 2026

Morgan Stanley has raised its price target for Marathon Petroleum (MPC) to $453 from $265, reiterating an 'Overweight' rating, driven by an anticipated extended period of high global refining margins due to ongoing geopolitical tensions. Despite the stock's significant gains this year and potential risks associated with elevated Q2 profits and maximum refinery utilization, analysts believe the rally has further upside. The company's shareholder return strategy and stake in MPLX also contribute to the positive outlook, although market sentiment shows hedge fund interest with some caution about AI stock alternatives.

Sep 20, 2026

Valero Energy has appointed Matt Audette, former CFO of E*TRADE and current CFO of LPL Financial, as an independent director and member of its Audit Committee. This move is seen as a strategic governance shift, bringing deep financial reporting and regulatory experience to the company's board, especially relevant given Valero's focus on disciplined capital allocation, refining projects, and a growing renewable fuels arm. His background in risk and compliance could help address concerns around regulatory uncertainty and renewable diesel volatility.

Sep 18, 2026

Valero Energy Corp/TX director Matthew J. Audette was awarded 372 stock units on September 17, 2026, as revealed in a filing on September 18, 2026. These units were granted at no cost, with each entitling the holder to one share of common stock, and are set to vest one year after the grant date. Following this transaction, Audette directly owns 372 stock units.

Sep 18, 2026

The Zacks Analyst Blog features research reports on 16 major stocks, including Applied Materials, Philip Morris International, and Valero Energy, along with micro-cap stocks Crimson Wine Group and Global Self Storage. The reports provide insights into each company's performance, strengths, risks, and outlook. Zacks analysts discuss key drivers like AI investments, pricing power, refining capacity, and market strategies for these highlighted companies.

Sep 18, 2026

Valero Energy Corporation announced the election of Matt Audette as an independent director to its Board of Directors, effective immediately. Audette, currently President and CFO of LPL Financial Holdings Inc., brings over 15 years of experience as a public company CFO to Valero's Audit Committee. This appointment is expected to enhance the financial and accounting expertise on Valero's board.

Sep 17, 2026

Equinor plans to expand its liquefied natural gas (LNG) supply portfolio to 10-15 million metric tons per year by the early 2030s to meet growing demand from Europe and Asia. The company is actively seeking deals with state-owned energy companies and fertilizer producers, especially given the current global supply disruptions impacting LNG exports from the Middle East. Equinor loaded its first U.S. LNG cargo in August 2026 and is exploring additional supply sources globally to diversify its portfolio.

Sep 17, 2026

Shares of Valero Energy Corp. (VLO) rose 2.29% to $412.53 on Thursday, outperforming the broader market which also saw gains, with the S&P 500 Index (SPX) up 1.14% and the Dow Jones Industrial Average (DJIA) up 0.61%. This marks the third consecutive day of gains for Valero Energy's stock.

Sep 17, 2026

Marathon Petroleum and Valero Energy have seen over 150% gains this year, leading investors to wonder if it's too late to buy. While valuations appear reasonable at first glance, analysts warn that the current 13-14x forward P/E ratios are based on peak-cycle earnings, making them a potential value trap. Both stocks are trading above analyst price targets, and the prevailing "Hold" rating suggests that new investors should exercise caution and wait for a better entry point.

Sep 17, 2026

Valero Energy Corporation (VLO) recently reached a 52-week high, driven by strong earnings surprises and positive analyst ratings. The company's stock has significantly outperformed the sector and industry year-to-date, with a Zacks Rank of #1 (Strong Buy) and favorable Style Scores for Value, Growth, and Momentum. Competitor Marathon Petroleum Corporation (MPC) also shows strong performance, indicating a positive outlook for the Oil and Gas - Refining and Marketing industry.

Sep 16, 2026

Valero Energy (VLO) is highlighted as a strong momentum stock, earning a Zacks Rank of #1 (Strong Buy) and a Momentum Style Score of A. The article emphasizes VLO's recent price performance, significantly outperforming its industry and the S&P 500, and positive earnings estimate revisions as key indicators for its strong momentum. Investors are advised to consider VLO for potential short-term gains.

Sep 16, 2026

This article focuses on Pembina Pipeline Corporation (TSX:PPL) and its midstream energy infrastructure business, analyzing it within the current crude and supply-route environment affecting the energy complex. It highlights how the company's specific operating frame, rather than generic market angles, determines the relevant market themes. The S&P/TSX 60 is used as a benchmark to provide Canadian market context, while emphasizing the importance of company-specific disclosures for substantive information.

Sep 16, 2026

Tidal Investments LLC significantly increased its stake in Darling Ingredients Inc. (NYSE:DAR) by 253.5% in the second quarter, bringing its total holdings to 50,560 shares valued at $2.76 million. This move is supported by a generally favorable analyst sentiment, with the stock holding a "Moderate Buy" rating and several upgrades to "strong-buy" by various firms. Darling Ingredients also reported strong Q2 earnings, exceeding analyst estimates with $2.41 adjusted EPS and a 16.4% year-over-year revenue increase to $1.72 billion.

Sep 16, 2026

UBS has raised its price target on Valero Energy (VLO) to $450, maintaining a 'Buy' rating, due to sustained high global refining margins and Valero's strong capital allocation strategy. The company has seen significant gains this year and is well-positioned to capitalize on tight fuel markets and robust shareholder returns. Despite potential risks from declining refining margins, UBS believes the current market conditions and Valero's financial performance provide a solid foundation for continued growth.

Sep 15, 2026

Valero Energy Corp. (NYSE: VLO) has seen its stock climb 140.6% year-to-date, putting it on track for its best year ever, surpassing 2005's record. This surge is largely attributed to a diesel squeeze, with the ultra-low-sulfur diesel crack spread near $106 a barrel due to disruptions, Russian export bans, and winter restocking. Valero and Marathon Petroleum Corp. (NYSE: MPC) have both doubled refining margins and are among the top-performing S&P 500 stocks.

Sep 15, 2026

Valero Energy (VLO) is drawing market attention due to tight product markets keeping refinery operations in focus, highlighting its role in refining and renewable fuels. The company's unique combination of these sectors and operational specifics are central to its current market relevance, distinguishing it from broader market trends. Future disclosures regarding customer demand, operational execution, or strategic focus will be key to further interpreting VLO's trajectory.

Sep 15, 2026

Bank of America Corp DE has acquired a new position in Valero Energy Corporation (NYSE:VLO) worth approximately $1.20 billion, representing a 1.59% stake. This move comes as institutional investors increase their holdings in the company, with Valero maintaining a "Moderate Buy" consensus rating and a dividend payout. Valero recently reported strong quarterly earnings, exceeding analyst estimates, and its stock has seen significant price appreciation, though some analysts suggest it may be approaching fair valuation.

Sep 15, 2026

The California State Teachers Retirement System significantly increased its stake in Darling Ingredients Inc. by over 5,300% in the second quarter, now owning 6.37% of the company. This comes as Darling Ingredients reported strong quarterly earnings, beating analyst estimates, and has received a "Moderate Buy" consensus rating from analysts. Other institutional investors have also adjusted their positions in the company, while company insiders have engaged in both selling and buying shares.

Sep 14, 2026

Raymond James Financial has increased its price target for Valero Energy (NYSE:VLO) from $350 to $450, maintaining a "strong-buy" rating and implying a 17.85% upside. This comes amidst broadly positive, yet varied, analyst sentiment, with the company holding a consensus "Moderate Buy" rating. Valero also reported robust quarterly earnings, surpassing analyst expectations with an EPS of $12.54 and a revenue increase of 48.8% year-over-year.

Sep 14, 2026

Valero Energy Corp. (VLO) stock declined by 1.91% on Monday, closing at $382.95, a day when the broader market also saw losses with the S&P 500 Index down 0.48% and the Dow Jones Industrial Average falling 0.29%. The company's stock is now 4.08% below its 52-week high of $399.26, achieved on September 11th.

Sep 14, 2026

Valero Energy (VLO) has seen a 148% rally in the past year, outperforming its industry peers. The company benefits from a heavy-crude advantage, allowing it to purchase cheaper oil, and strong refining margins due to constrained global capacity and resilient fuel demand. Despite its current premium valuation, analysts rate VLO as a "Strong Buy" due to favorable business conditions and a robust balance sheet.

Sep 13, 2026

Virginia Retirement Systems has acquired a new stake in Darling Ingredients Inc. (NYSE:DAR), purchasing 26,500 shares valued at approximately $1.45 million. This investment comes as Darling Ingredients reported strong Q2 earnings, beating analyst estimates with an EPS of $2.41 and revenue up 16.4% year-over-year. Institutional investors now collectively own 94.44% of the company, while analysts maintain a "Moderate Buy" rating with an average price target of $69.