Valero Energy Corporation

Report azionario NYSE:VLO

Capitalizzazione di mercato: US$86.9b

Valero Energy Dividendi e riacquisti

Criteri Dividendo verificati 5/6

Valero Energy è una società che paga dividendi con un rendimento attuale pari a 1.6%, ben coperto dagli utili.

Informazioni chiave

1.6%

Rendimento del dividendo

3.4%

Rendimento del riacquisto

Rendimento totale per gli azionisti5.0%
Rendimento futuro dei dividendi1.7%
Crescita dei dividendi7.0%
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazione33%

Aggiornamenti recenti su dividendi e riacquisti

Articolo di analisi 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...

Recent updates

Aggiornamento narrativa Jul 10

VLO: Refining Margins And Cash Returns Will Shape Balanced Forward Prospects

Analysts have lifted their blended price target for Valero Energy to about $268 from roughly $259, citing expectations for constructive refining margins, supportive U.S. refining conditions and strong recent buyback activity. Analyst Commentary Recent research on Valero Energy highlights a mix of optimism around current earnings power and balance sheet flexibility, alongside caution about how long supportive refining conditions and elevated commodity prices might last.
Seeking Alpha Jul 01

Valero Energy: Refining Boom Can Outlive The Iran War

Summary Valero Energy has benefited from extraordinary crack spreads, generating a massive windfall and driving shares to record highs. Refining sector bottlenecks, persistent low inventories, and limited new capacity support elevated margins through at least late Q3 2027. VLO's Gulf Coast positioning and aggressive buybacks could enable retirement of ~15% of shares over 18 months, with a secure 1.8% dividend yield. Despite the recent rally, I maintain a "Hold" rating, as the windfall is largely one-time, but capital returns remain robust and risk skews to sustained margins. Read the full article on Seeking Alpha
Aggiornamento narrativa Jun 26

VLO: Tighter Product Inventories Will Support Refining Margins And Cash Returns

Valero Energy's analyst fair value estimate has shifted from $265.11 to $300.00 as analysts factor in refreshed refining margin and crack spread assumptions, tighter product inventories, and updated oil price outlooks reflected in a series of recent price target increases across the Street. Analyst Commentary Recent commentary on Valero Energy reflects a mix of views, but the most recent price target revisions show a cluster of bullish analysts recalibrating their models around refining margins, crack spreads, and oil price expectations.
Aggiornamento narrativa Jun 05

VLO: Higher Oil Assumptions And Mixed Ratings Will Shape Balanced Future Prospects

Narrative Update on Valero Energy The analyst price target for Valero Energy has been raised by about $3 to roughly $259, as analysts factor in their updated views on refining margins, oil price assumptions, and a lower projected future P/E multiple. Analyst Commentary Recent research on Valero Energy reflects an active debate on how to value the stock as oil price assumptions, refining crack forecasts, and geopolitical risks are updated.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Nuova narrativa 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?
Aggiornamento narrativa 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.
Nuova narrativa 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?
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa Nov 03

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

Valero Energy's analyst price target has risen from $175.63 to $180.78. This increase reflects analysts' optimism following a strong earnings report and continued favorable outlooks for refining margins and capital returns.
Aggiornamento narrativa Oct 20

St Charles SEC Unit Will Yield High-Value Products

Valero Energy's analyst price target has increased from $169 to approximately $175.63 per share, as analysts note improved sector sentiment and resilient refining margins are supporting upward valuation adjustments. Analyst Commentary Recent research reports reflect a range of perspectives about Valero Energy's near-term performance and long-term prospects.
Aggiornamento narrativa Oct 06

St Charles SEC Unit Will Yield High-Value Products

Valero Energy's analyst price target has increased from $166.06 to $169.00 per share, as analysts cite persistent market tightness and resilient refining margins as factors supporting a more positive outlook. Analyst Commentary Recent research updates reveal a dynamic range of perspectives among analysts regarding Valero Energy’s valuation and growth outlook.
Aggiornamento narrativa Sep 21

St Charles SEC Unit Will Yield High-Value Products

Valero Energy’s consensus price target has been raised to $166.06 as analysts cite persistent refining margin strength, resilient product markets, and strong recent earnings, despite some valuation concerns following recent outperformance. Analyst Commentary Bullish analysts highlight persistent global refining margin strength, with product markets remaining tight and defying expectations of a decline.
Aggiornamento narrativa Sep 06

St Charles SEC Unit Will Yield High-Value Products

Analysts have raised Valero Energy’s price target slightly to $157.94, reflecting increased confidence in structurally higher refining margins and Valero’s competitive advantage in renewables, although some remain cautious on valuation after recent outperformance. Analyst Commentary Bullish analysts highlight a structural upcycle in refining, positioning Valero to benefit from favorable long-term industry trends.
Seeking Alpha Mar 28

Valero's Exposure To Renewable Energy And More

Summary Valero Energy Corporation is recognized for its low-cost operations and strong safety record, contributing to its financial success and investor confidence. Despite weak margins in 2024 in both renewables and older refining, the trend is turning positive in early 2025 and is likely to continue. The renewable diesel market faces uncertainty due to regulatory changes, but long-term demand for hydrocarbon-based fuels is expected to grow, supported by OPEC+ forecasts. The SAF market presents opportunities with infrastructure challenges; Valero's DGD facilities are well-positioned to capitalize on this growing sector. Read the full article on Seeking Alpha
Seeking Alpha Mar 13

Valero Energy Flexes With Energy Policy Changes (Rating Upgrade)

Summary Valero Energy Corporation is a top US independent oil refiner, producing essential fuels like gasoline, diesel, jet fuel, and ethanol, with significant barriers to entry for competitors. I am upranking Valero, a $39.4 billion company, to a buy due to its strong position in traditional and renewable fuel markets, a 3.6% dividend, and relatively low stock price. Although tariffs are a big unknown, Valero may benefit from lower crude prices and a much friendlier-to-all US national energy policy. Read the full article on Seeking Alpha
Seeking Alpha Jan 29

Valero: Low Crack Spreads Offset Shareholder-Friendly Moves

Summary I maintain a hold rating on Valero Energy due to fair valuation and mixed chart indicators ahead of its Q4 earnings report. Valero's Q3 results showed strong revenue but declining refining and renewable diesel segment profits, with shares down 1.2% post-report. Key risks include declining US crack spreads, regulatory changes, and natural disasters, though Valero's free cash flow yield remains impressive. Valero's stock is in a downtrend, trading below its 200-day moving average, with support near $110 and resistance between $144-$146. Read the full article on Seeking Alpha
Seeking Alpha Nov 18

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

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: I dividendi per azione di VLO sono rimasti stabili negli ultimi 10 anni.

Dividendo in crescita: I pagamenti dei dividendi di VLO sono aumentati negli ultimi 10 anni.


Rendimento dei dividendi rispetto al mercato

Valero Energy Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di VLO rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (VLO)1.6%
Fondo del 25% del mercato (US)1.3%
Top 25% del mercato (US)4.0%
Media del settore (Oil and Gas)3.3%
Analista previsionale (VLO) (fino a 3 anni)1.7%

Dividendo notevole: Il dividendo di VLO ( 1.6% ) è più alto rispetto al 25% inferiore dei pagatori di dividendi nel mercato US ( 1.32% ).

Dividendo elevato: Il dividendo di VLO ( 1.6% ) è basso rispetto al 25% dei maggiori pagatori di dividendi nel mercato US ( 4.02%.


Distribuzione degli utili agli azionisti

Copertura degli utili: Grazie al suo payout ratio ( 33.4% ) ragionevolmente basso, i pagamenti dei dividendi di VLO sono ben coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Grazie al suo cash payout ratio ( 25.7% ) ragionevolmente basso, i pagamenti dei dividendi di VLO sono ben coperti dai flussi di cassa.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/16 16:45
Prezzo dell'azione a fine giornata2026/07/16 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Valero Energy Corporation è coperta da 38 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
William SeleskyArgus Research Company
Theresa ChenBarclays
Mark GilmanBenchmark Company