US · Energy · Oil & Gas Refining & Marketing
EPS came in at 12.54 against a street estimate of 9.87 — a beat of 27.1%.
Analysts rate Valero Energy Corporation a buy (17 buy, 4 hold, 0 sell out of 21) with an average price target of $330.21.
CONFIDENT Valero delivered record Q2 earnings of $12.54/share on exceptional refining margins, strong renewable diesel, and ethanol. Management guided modestly higher Q3 throughput while building cash above target and maintaining 59% payout ratio. Q2 2026 Gulf Coast captures strong global product arbitrage; West Coast positioned for domestic crude upside; Jones Act waiver critical to PADD 1 and 5 supply. Analysts pressed on mid-cycle resilience (management bullish on hydroskimming margin floor, heavy crude discounts), cash deployment (Homer: buybacks preferred, growth gated), and RIN/policy risk (Eric: bank empties by mid-2027, EPA may act on consumer impact). Management confident in discipline and macro tailwinds. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.03% |
| Vanguard Capital Management, LLC | 6.82% |
| State Street Corp | 6.81% |
| Vanguard Portfolio Management, LLC | 5.17% |
| FMR Inc | 2.91% |
| Geode Capital Management, LLC | 2.88% |
| T. Rowe Price Associates, Inc. | 2.82% |
| Morgan Stanley - Brokerage Accounts | 2.52% |
| Document | Date |
|---|---|
| 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 |
| Quarterly report · Q1 2026 VALERO ENERGY CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Income (Q1 2026): $1,263 million attributable to Valero stockholders, versus | 2026-04-30 |
| Results announced · Q2 2026 VALERO ENERGY CORPORATION – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income attributable to Valero stockholders: $1.3 billion, or $4.22 per s | 2026-04-30 |
| Proxy statement · Q2 2026 VALERO ENERGY CORPORATION (VLO) PROXY SUMMARY --- CEO COMPENSATION & CHANGE Lane Riggs (CEO, Chairman as of Dec 31, 2024): - Specific 2025 total co | 2026-03-19 |
| Annual report FY2025 VALERO ENERGY CORPORATION — FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization: $41.8 billion (as of June 30, 2025) • S | 2026-02-25 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| 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 |
|---|---|
| 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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Google PlayApp StoreData updated 2026-09-18.