Valero Energy Croissance future

Future contrôle des critères 0/6

Le chiffre d'affaires et le bénéfice de Valero Energy devraient diminuer respectivement de 2.1% et de 2.4% par an. Le BPA devrait augmenter de 5.7% par an. Le rendement des capitaux propres devrait être de 18.4% dans 3 ans.

Informations clés

-2.4%

Taux de croissance des bénéfices

5.65%

Taux de croissance du BPA

Oil and Gas croissance des bénéfices	11.3%
Taux de croissance des recettes	-2.1%
Rendement futur des capitaux propres	18.35%
Couverture par les analystes	Good
Dernière mise à jour	13 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • May 20

VLO: Higher Oil Assumptions And Mixed Ratings Will Shape But Limit Future Upside

Analyst fair value estimates for Valero Energy have shifted up by about $9 to $256, with the change framed around a higher assumed future P/E of roughly 15x, as well as recent rounds of price target increases across several firms, offset in part by a few new cautious ratings. Analyst Commentary Recent research on Valero Energy has been active, with several firms adjusting price targets and a few shifting ratings.

Seeking Alpha • May 04

Valero Energy: A Repeat Of The Mega-Cycle From 2022

Summary Valero Energy is structurally advantaged due to the Strait of Hormuz closure, enabling superior access to crude and margin expansion. VLO's industry-leading cost structure and robust Gulf Coast crude sourcing position it as a top beneficiary in the current refining bull cycle. Management and industry commentary suggest elevated refining margins and tight product markets will persist through 2026, supporting a durable investment case. I rate VLO a buy, citing its strengthened balance sheet, aggressive capital returns, and sustained competitive advantages amid global supply disruptions. Read the full article on Seeking Alpha

Mise à jour du récit • Apr 26

VLO: Higher Oil Assumptions And Refining Margins Will Shape But Limit Future Upside

The updated analyst price target for Valero Energy edges higher by about $1 to roughly $247 per share. Analysts point to refined assumptions around fair value, a steadier discount rate, and modest tweaks to revenue growth, profit margin, and future P/E expectations following a cluster of recent target hikes from major firms, alongside one downgrade and a list removal.

Mise à jour du récit • Apr 11

VLO: Higher Oil Assumptions And Refining Margins Will Support But Cap Future Multiple

Valero Energy's updated analyst price target has shifted to $246.67 from $218.39 as analysts factor in higher modeled revenue growth, a stronger profit margin profile, and a lower assumed future P/E multiple. Analyst Commentary Recent Street research on Valero Energy has centered on higher price targets, changes in oil price assumptions, and shifting views on the risk profile, all of which feed into how analysts are thinking about valuation, execution, and potential growth.

Nouveau récit • Apr 01

Record Throughput And Policy Uncertainty Will Pressure Long Term Refining Margins

Catalysts About Valero Energy Valero Energy operates refineries and produces renewable diesel and ethanol, selling transportation fuels and related products. What are the underlying business or industry changes driving this perspective?

Mise à jour du récit • Mar 27

VLO: Bearish Crude Outlook Will Limit Future Multiple Despite Stronger Refining Margins

Analysts have lifted the fair value estimate for Valero Energy to $218.39 from $202.72, linking the higher price target range across firms to updated oil price assumptions, refined product supply and demand expectations, and adjustments to forward P/E and margin forecasts. Analyst Commentary Recent research on Valero Energy points to a mix of optimism and caution, with several firms revising price targets and updating sector views based on oil price assumptions, geopolitical risks, and refining market expectations.

Nouveau récit • Mar 17

Heavy Crude Optionality And Renewable Diesel Platform Will Support Stronger Margins Ahead

Catalysts About Valero Energy Valero Energy operates a large, complex refining, renewable diesel and ethanol platform that converts crude oil and agricultural feedstocks into transportation fuels and related products. What are the underlying business or industry changes driving this perspective?

Mise à jour du récit • Mar 12

VLO: Bearish Crude Outlook Will Constrain Future Multiple Despite Refining Support

Analysts have nudged their average price target for Valero higher, with our fair value estimate moving from $198.22 to $202.72 as they factor in updated views on future revenue growth and profitability, as well as a slightly lower assumed future P/E multiple. Analyst Commentary Recent Street research on Valero reflects a mix of optimism and caution, with several firms adjusting their price targets and at least one major bank removing the stock from a high conviction list.

Mise à jour du récit • Feb 26

VLO: Refining Setup And Dividend Policy Will Offset Bearish Crude Outlook

Analysts have raised their average price targets for Valero Energy by a mid to high double digit dollar amount, with updated P/E assumptions and views on refining supply demand and crude differentials helping explain why several firms recently moved their targets higher, even as one trimmed its forecast to $217. Analyst Commentary Recent research on Valero Energy has centered on refining supply demand, crude differentials and updated P/E frameworks, with several firms adjusting their price targets by single digit to high double digit dollar amounts.

Mise à jour du récit • Feb 10

VLO: Refining Margins And Dividend Policy Will Balance Bearish Crude Outlook

Analysts have raised their blended price target for Valero Energy by about US$8 to reflect updated views on modestly higher revenue growth, slightly lower profit margins, and a higher future P/E multiple, supported by a series of recent target increases across major research firms. Analyst Commentary Recent research updates present a mixed picture, with several firms lifting their price targets by double digit dollar amounts, while at least one has trimmed its target as it reassesses sector headwinds going into 2026.

Mise à jour du récit • Jan 26

VLO: Complex Refining Margins And Dividend Support Will Offset Bearish Crude Sentiment

Narrative Update on Valero Energy The updated analyst price target for Valero Energy has moved higher by about US$3 to roughly US$190, as analysts point to tighter refining supply and demand, crude differential tailwinds, and the company's ability to run cheaper feedstocks into higher value products, even as views on crude remain cautious. Analyst Commentary Recent research on Valero Energy reflects a generally constructive tone, with price targets being adjusted while views on crude and sector performance remain cautious.

Article d’analyse • Jan 26

Valero Energy's (NYSE:VLO) Upcoming Dividend Will Be Larger Than Last Year's

Valero Energy Corporation's ( NYSE:VLO ) dividend will be increasing from last year's payment of the same period to...

Mise à jour du récit • Jan 12

VLO: Complex Refining Margins And Capital Returns Will Offset Bearish Crude Sentiment

Analysts have inched their price expectations for Valero higher, with the fair value estimate moving from about $185.78 to $187.11. This reflects updated views that factor in recent price target changes, a slightly higher future P/E assumption, and ongoing support from refining market conditions highlighted in recent research.

Mise à jour du récit • Dec 15

VLO: Capital Returns And Complex Refining Margins Will Shape Future Performance

Analysts have made a slight upward adjustment to their price target on Valero Energy to about $186 per share, citing the company’s complex refining capabilities, improving operating margins, and stronger than expected recent earnings performance as key drivers of the improved outlook. Analyst Commentary Recent Street research on Valero Energy reflects a generally constructive view on the stock, with multiple firms boosting price targets and initiating coverage at favorable ratings.

Mise à jour du récit • Dec 01

VLO: Ongoing Capital Returns And Margin Resilience Will Shape Near-Term Performance

Valero Energy's analyst price target has increased from $182.22 to $185.83 per share, as analysts highlight stronger operating performance, robust refinery margins, and ongoing optimism in earnings and capital returns. Analyst Commentary Analysts remain largely constructive on Valero Energy, emphasizing multiple factors supporting a positive outlook.

Mise à jour du récit • Nov 17

VLO: Future Performance Will Reflect Industry Cyclicality And Robust Capital Return

Valero Energy's analyst price target has increased modestly from $180.78 to $182.22 per share. Analysts cite the company's strong earnings momentum, robust operating margins, and a constructive outlook for high-quality product demand as key drivers of the upward revision.

Mise à jour du récit • Nov 03

Valero Energy's Third Quarter Highlights 2 Futures: Conventional And Renewable Energies

Summary Valero Energy reported muted Q3 2024 results, with crack spread collapsing in September. The company remains committed to shareholder returns, achieving an 80% payout ratio year-to-date. Valero's strategic growth projects, including the Diamond Green Diesel SAF project, are on track, positioning the company well for future better market conditions. Crack spreads and renewable credits seem to be bottoming out, offering a lucrative investment going forward. Read the full article on Seeking Alpha

Seeking Alpha • Nov 08

The Valero Downtrend Post Q3 Earnings Presents An Opportunity

Summary Valero Energy Corporation's share price dropped 25% since early 2024 highs, but it continues to generate substantial cash flow, making it a valuable investment. Quarterly results showed $1.14 per share, a YoY decline due to weaker refining margins, yet the company maintains a 3.14% dividend. Refining margins in 2024 are weaker compared to 2023, but Valero's renewable diesel and ethanol segments help stabilize overall earnings. Valero's reliance on refining spreads poses risks, especially with potential economic downturns, but its strong assets and shareholder commitment make it an interesting investment. Read the full article on Seeking Alpha

Seeking Alpha • Oct 23

Valero Energy Earnings Preview: Industry Best Operating Costs Shine Bright In A Weak Market

Summary Valero Energy is the lowest-cost refiner, providing a wide moat advantage and strong financial results even in weak markets. I project VLO will exceed Q3 earnings estimates despite a 17% decline in refining margins, driven by its industry-best operating costs. Four refinery closures in 2025 will improve market fundamentals, potentially boosting crack spreads and benefiting VLO's Gulf Coast operations. I rate VLO as a HOLD, expecting better price opportunities before the next cyclical upswing in refining margins during summer 2025. Read the full article on Seeking Alpha

Seeking Alpha • Sep 03

Valero Energy Corporation: A Stalling Bullish Trend

Summary Valero Energy Corporation has experienced a significant decline from its April 2024 peak due to falling crack spreads, impacting revenues and earnings potential. Despite the bearish trend and seasonal weakness in gasoline demand, Valero's attractive dividend policy and stable factor grades make it a compelling long-term investment. The upcoming U.S. election could influence Valero shares significantly, with potential changes in energy and tax policies affecting the company's future performance. I recommend buying Valero shares on significant price corrections, particularly at technical support levels of $120 and $100, anticipating a rebound during peak driving seasons. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:VLO - Estimations futures des analystes et données financières antérieures (USD Millions )
Date	Recettes	Les revenus	Flux de trésorerie disponible	Cash from Op	Moy. Nombre d'analystes
12/31/2028	114,060	5,604	5,792	8,176	7
12/31/2027	125,443	6,066	6,485	9,038	12
12/31/2026	135,555	8,508	8,554	11,181	10
3/31/2026	117,841	4,196	5,552	6,264	N/A
12/31/2025	115,939	2,341	5,030	5,826	N/A
9/30/2025	116,553	1,491	3,960	4,839	N/A
6/30/2025	117,549	762	3,341	4,253	N/A
3/31/2025	122,356	924	4,833	5,789	N/A
12/31/2024	123,974	2,762	5,776	6,683	N/A
9/30/2024	128,731	3,681	5,992	6,852	N/A
6/30/2024	134,330	5,932	7,995	8,865	N/A
3/31/2024	134,356	6,993	7,059	7,905	N/A
12/31/2023	139,001	8,808	8,318	9,229	N/A
9/30/2023	145,455	10,710	11,014	12,086	N/A
6/30/2023	151,760	10,902	9,508	10,823	N/A
3/31/2023	169,087	13,640	13,594	15,156	N/A
12/31/2022	171,189	11,485	10,893	12,574	N/A
9/30/2022	165,157	9,391	9,160	10,932	N/A
6/30/2022	149,826	7,047	8,564	10,336	N/A
3/31/2022	124,645	2,531	4,789	6,499	N/A
12/31/2021	108,332	924	4,194	5,859	N/A
9/30/2021	89,220	-443	1,838	3,501	N/A
6/30/2021	75,780	-1,370	610	2,217	N/A
3/31/2021	60,187	-281	-747	945	N/A
12/31/2020	60,115	-1,426	-840	948	N/A
9/30/2020	71,240	-10	683	2,560	N/A
6/30/2020	82,620	1,063	1,883	3,824	N/A
3/31/2020	100,530	425	2,564	4,605	N/A
12/31/2019	102,729	2,415	N/A	5,531	N/A
9/30/2019	103,682	2,308	N/A	5,501	N/A
6/30/2019	107,343	2,554	N/A	4,568	N/A
3/31/2019	109,365	2,785	N/A	5,110	N/A
12/31/2018	111,407	3,113	N/A	4,371	N/A
9/30/2018	108,953	4,524	N/A	4,353	N/A
6/30/2018	101,557	4,510	N/A	4,894	N/A
3/31/2018	92,882	4,215	N/A	4,632	N/A
12/31/2017	88,407	4,051	N/A	5,482	N/A
9/30/2017	82,967	2,058	N/A	4,820	N/A
6/30/2017	79,103	1,830	N/A	4,646	N/A
3/31/2017	76,347	2,096	N/A	5,168	N/A
12/31/2016	70,166	2,282	N/A	4,820	N/A
9/30/2016	67,958	2,216	N/A	4,309	N/A
6/30/2016	70,748	2,980	N/A	4,808	N/A
3/31/2016	76,239	3,518	N/A	4,818	N/A
12/31/2015	81,824	3,987	N/A	5,611	N/A
9/30/2015	92,409	4,844	N/A	6,121	N/A
6/30/2015	105,776	4,527	N/A	6,625	N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: Les bénéfices de VLO devraient diminuer au cours des 3 prochaines années ( -2.4% par an).

Bénéfices vs marché: Les bénéfices de VLO devraient diminuer au cours des 3 prochaines années ( -2.4% par an).

Croissance élevée des bénéfices: Les bénéfices de VLO devraient baisser au cours des trois prochaines années.

Chiffre d'affaires vs marché: Les revenus de VLO devraient diminuer au cours des 3 prochaines années ( -2.1% par an).

Croissance élevée des revenus: Les revenus de VLO devraient diminuer au cours des 3 prochaines années ( -2.1% par an).

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de VLO devrait être faible dans 3 ans ( 18.4 %).

Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

Données	Dernière mise à jour (heure UTC)
Analyse de l'entreprise	2026/05/21 15:30
Cours de l'action en fin de journée	2026/05/21 00:00
Les revenus	2026/03/31
Revenus annuels	2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

Paquet	Données	Cadre temporel	Exemple de source américaine ^*
Finances de l'entreprise	10 ans	Compte de résultat Tableau des flux de trésorerie Bilan	Formulaire 10-K de la SEC Formulaire 10-Q de la SEC
Estimations consensuelles des analystes	+3 ans	Prévisions financières Objectifs de prix des analystes	Rapports de recherche des analystes Blue Matrix
Prix du marché	30 ans	Cours des actions Dividendes, scissions et actions	Données de marché ICE Formulaire S-1 de la SEC
Propriété	10 ans	Actionnaires principaux Délits d'initiés	Formulaire 4 de la SEC Formulaire 13D de la SEC
Gestion	10 ans	L'équipe dirigeante Conseil d'administration	Formulaire 10-K de la SEC Formulaire SEC DEF 14A
Principaux développements	10 ans	Annonces de l'entreprise	Formulaire 8-K de la SEC

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés^.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Valero Energy Corporation est couverte par 40 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

Analyste	Institution
William Selesky	Argus Research Company
Theresa Chen	Barclays
Mark Gilman	Benchmark Company

Valero Energy Croissance future

Future contrôle des critères 0/6

Informations clés

Mises à jour récentes de la croissance future

Consensus EPS estimates increase by 11%

Price target increased by 7.5% to US$247

Price target increased by 9.0% to US$240

Consensus EPS estimates increase by 33%

Consensus EPS estimates increase by 22%

Consensus EPS estimates increase by 22%

Recent updates

VLO: Higher Oil Assumptions And Mixed Ratings Will Shape But Limit Future Upside

Valero Energy Reaches 52-Week High as Q1 Earnings and Analyst Optimism Drive Momentum

First quarter dividend of US$1.20 announced

Valero Energy Corporation Declares A Regular Quarterly Cash Dividend on Common Stock, Payable on June 23, 2026

Valero Energy: A Repeat Of The Mega-Cycle From 2022

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

New major risk - Revenue and earnings growth

Consensus EPS estimates increase by 11%

VLO: Higher Oil Assumptions And Refining Margins Will Shape But Limit Future Upside

VLO: Higher Oil Assumptions And Refining Margins Will Support But Cap Future Multiple

Price target increased by 7.5% to US$247

Price target increased by 9.0% to US$240

Consensus EPS estimates increase by 33%

Record Throughput And Policy Uncertainty Will Pressure Long Term Refining Margins

VLO: Bearish Crude Outlook Will Limit Future Multiple Despite Stronger Refining Margins

Arnold & Itkin LLP Files Lawsuit Against Valero Energy Corporation over Port Arthur Refinery Explosion

Consensus EPS estimates increase by 22%

Consensus EPS estimates increase by 22%

Valero Energy Corporation, Annual General Meeting, May 07, 2026

Heavy Crude Optionality And Renewable Diesel Platform Will Support Stronger Margins Ahead

VLO: Bearish Crude Outlook Will Constrain Future Multiple Despite Refining Support

Consensus EPS estimates increase by 13%

Valero Energy Corporation to Report Q1, 2026 Results on Apr 30, 2026

VLO: Refining Setup And Dividend Policy Will Offset Bearish Crude Outlook

VLO: Refining Margins And Dividend Policy Will Balance Bearish Crude Outlook

Full year 2025 earnings: EPS and revenues exceed analyst expectations

VLO: Complex Refining Margins And Dividend Support Will Offset Bearish Crude Sentiment

Valero Energy's (NYSE:VLO) Upcoming Dividend Will Be Larger Than Last Year's

Third quarter dividend increased to US$1.20

CEO, President & Chairman exercised options and sold US$9.6m worth of stock

Valero Energy Corporation Increases Regular Cash Dividend on Common Stock, Payable on March 9, 2026

VLO: Complex Refining Margins And Capital Returns Will Offset Bearish Crude Sentiment

Investor sentiment improves as stock rises 18%

VLO: Capital Returns And Complex Refining Margins Will Shape Future Performance

Valero Energy Corporation to Report Q4, 2025 Results on Jan 29, 2026

VLO: Ongoing Capital Returns And Margin Resilience Will Shape Near-Term Performance

Executive VP & CFO recently sold US$1.7m worth of stock

VLO: Future Performance Will Reflect Industry Cyclicality And Robust Capital Return

Upcoming dividend of US$1.13 per share

VLO: Dividend Growth And Refining Margins Will Drive Performance Into 2026

Third quarter dividend of US$1.13 announced

Valero Energy Corporation Announces Senior Vice President Changes

Third quarter 2025 earnings: EPS and revenues exceed analyst expectations

St Charles SEC Unit Will Yield High-Value Products

St Charles SEC Unit Will Yield High-Value Products

St Charles SEC Unit Will Yield High-Value Products

Valero Energy Corporation Appoints Robert L. Reymond to Board of Directors and Nominating and Corporate Governance Committee, Effective September 19, 2025

Valero Energy Corporation to Report Q3, 2025 Results on Oct 23, 2025

St Charles SEC Unit Will Yield High-Value Products

Second quarter 2025 earnings: EPS and revenues exceed analyst expectations

First quarter dividend of US$1.13 announced

Valero Energy Corporation Declares Quarterly Dividend, Payable on September 2, 2025

Consensus EPS estimates increase by 23%

Valero Energy Corporation(NYSE:VLO) dropped from Russell Top 200 Index

Valero Energy Corporation to Report Q2, 2025 Results on Jul 24, 2025

We Think Valero Energy (NYSE:VLO) Can Stay On Top Of Its Debt

Investor sentiment improves as stock rises 15%

First quarter dividend of US$1.13 announced

Valero Energy Corporation Declares Quarterly Cash Dividend on Common Stock, Payable on June 18, 2025

New minor risk - Dividend sustainability

First quarter 2025 earnings released: US$1.90 loss per share (vs US$3.75 profit in 1Q 2024)

Consensus EPS estimates fall by 52%

Investor sentiment deteriorates as stock falls 20%

Consensus EPS estimates fall by 11%

Valero's Exposure To Renewable Energy And More

Valero Energy Corporation Announces Board Changes

Valero Energy Corporation, Annual General Meeting, May 06, 2025

Valero Energy Flexes With Energy Policy Changes (Rating Upgrade)

Valero Energy Corporation to Report Q1, 2025 Results on Apr 24, 2025