US · Energy · Oil & Gas Refining & Marketing
EPS came in at 23.90 against a street estimate of 21.28 — a beat of 12.3%.
Analysts rate Valero Energy Corporation a buy (9 buy, 8 hold, 3 sell out of 20) with an average price target of $427.00.
CONFIDENT Valero delivered a record quarter, supported by strong refining margins, tight inventories, resilient demand and Gulf Coast feedstock advantages. Management expects strong fourth-quarter operations, maintains approximately $2 billion of 2026 capital spending, and retains substantial cash-return flexibility. Q3 FY26 Management highlighted Gulf Coast crude and freight advantages, while noting difficult West Coast operating conditions and no plan to restart Benicia. Analysts focused on freight-driven crude differentials, demand resilience, fourth-quarter margins, refinery capacity and capital allocation. Management emphasized Gulf Coast advantages, strong demand and flexibility to return excess cash. 2026-10-22…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.02% |
| Vanguard Capital Management, LLC | 6.95% |
| State Street Corp | 6.78% |
| Vanguard Portfolio Management, LLC | 5.32% |
| FMR Inc | 3.05% |
| Morgan Stanley - Brokerage Accounts | 2.88% |
| Geode Capital Management, LLC | 2.61% |
| NORGES BANK | 2.30% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Valero agreed to acquire all outstanding equity interests of LYB Houston Hub Holdings LLC from a LyondellBasell subsidiary. • Pur | 2026-10-30 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $46,098 million, up from $32,168 million in third-quarter 2025. Nine-month revenue was $122,955 mil | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income attributable to Valero stockholders was $6.8 billion, or $23.89 per diluted share, versus $1.1 billi | 2026-10-22 |
| Board / officer change · Q3 2026 VALERO ENERGY CORPORATION – FORM 8-K SUMMARY As of September 17-18, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Valero Energy Corporation is a Delawar | 2026-09-18 |
| Quarterly report · Q2 2026 VALERO ENERGY CORPORATION — Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Six months ended June 30, 2026: Net income $5,395 million vs. $11 million i | 2026-07-30 |
| Results announced · Q3 2026 VALERO ENERGY CORPORATION – Q2 2026 EARNINGS SUMMARY --- HEADLINE NUMBERS • Net income attributable to Valero stockholders: $3.7 billion, or $12.62 | 2026-07-30 |
| Reg FD disclosure · Q3 2026 VALERO ENERGY CORPORATION (VLO) - FORM 8-K SUMMARY HEADLINE NUMBERS • Board authorized $5.0 billion new share repurchase program on July 16, 2026 wi | 2026-07-16 |
| Board / officer change · Q2 2026 VALERO ENERGY CORPORATION (VLO) - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Eric A. Fisher, Senior Vice President of Product Supply, Trading | 2026-05-08 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.20 / share ex-date Nov 24, 2026 · pay Dec 21, 2026 | 2026-11-24 |
| Dividend | $1.20 / share ex-date Jul 31, 2026 · pay Aug 31, 2026 | 2026-07-31 |
| Dividend | $1.20 / share ex-date May 21, 2026 · pay Jun 23, 2026 | 2026-05-21 |
| Dividend | $1.20 / share ex-date Feb 5, 2026 · pay Mar 9, 2026 | 2026-02-05 |
| Dividend | $1.13 / share ex-date Nov 20, 2025 · pay Dec 18, 2025 | 2025-11-20 |
| Announcement | Date |
|---|---|
| Agreement to acquire LYB Houston refinery site and related equity interests for $320.5 million Valero agreed to acquire all equity interests in LYB Houston Hub Holdings LLC from LyondellBasell for $320.5 million, subject to closing adjustments. The deal covers an approximately 700-acr | 2026-10-30 |
| Board authorizes $5.0 billion share repurchase program Valero Energy Corporation's board of directors authorized two share buyback programs totaling $6.4 billion. In February 2026, the board approved a $2.5 billion buyback program. By June 30, 2 | 2026-07-16 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.