Board Change • Jul 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Bob Reymond was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 공시 • Jun 02
Valero Energy Corporation to Report Q2, 2026 Results on Jul 30, 2026 Valero Energy Corporation announced that they will report Q2, 2026 results on Jul 30, 2026 공시 • May 10
Valero Energy Corporation Declares A Regular Quarterly Cash Dividend on Common Stock, Payable on June 23, 2026 Valero Energy Corporation Board of Directors has declared a regular quarterly cash dividend of $1.20 per share on its common stock. The dividend will be payable on June 23, 2026, to stockholders of record as of the close of business on May 21, 2026. Reported Earnings • May 02
First quarter 2026 earnings released: EPS: US$4.24 (vs US$1.90 loss in 1Q 2025) First quarter 2026 results: EPS: US$4.24 (up from US$1.90 loss in 1Q 2025). Revenue: US$32.4b (up 13% from 1Q 2025). Net income: US$1.26b (up US$1.86b from 1Q 2025). Profit margin: 3.9% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to grow by 1.9%. New Risk • May 01
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 9.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.6% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€1.7m sold). 공시 • Mar 27
Arnold & Itkin LLP Files Lawsuit Against Valero Energy Corporation over Port Arthur Refinery Explosion Arnold & Itkin LLP has filed a lawsuit against Valero Energy Corporation on behalf of Jonathan Jaimes, a worker who suffered significant injuries following a catastrophic incident at the company's refinery in Port Arthur, Texas. On March 23, 2026, Mr. Jaimes was at Valero's Port Arthur plant when a sudden explosion and massive fire erupted. The force of the blast and intense heat threw Mr. Jaimes to the ground, causing serious physical injuries, including damage to his neck, back, spine, and other parts of his body. The lawsuit alleges that Valero's failure to provide a safe working environment and gross negligence caused the explosion and put the safety of workers, including Mr. Jaimes, in harm's way. It also seeks punitive damages, alleging that Valero acted with indifference to an extreme degree of risk, despite being aware of the dangers that ultimately led to this explosion. The case was filed in Jefferson County, Texas. 공시 • Mar 20
Valero Energy Corporation, Annual General Meeting, May 07, 2026 Valero Energy Corporation, Annual General Meeting, May 07, 2026. 공시 • Mar 03
Valero Energy Corporation to Report Q1, 2026 Results on Apr 30, 2026 Valero Energy Corporation announced that they will report Q1, 2026 results on Apr 30, 2026 Reported Earnings • Jan 30
Full year 2025 earnings released: EPS: US$7.60 (vs US$8.58 in FY 2024) Full year 2025 results: EPS: US$7.60 (down from US$8.58 in FY 2024). Revenue: US$122.7b (down 1.0% from FY 2024). Net income: US$2.35b (down 15% from FY 2024). Profit margin: 1.9% (down from 2.2% in FY 2024). Revenue is forecast to decline by 2.7% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Declared Dividend • Jan 29
Third quarter dividend of US$1.20 announced Shareholders will receive a dividend of US$1.20. Ex-date: 4th February 2026 Payment date: 9th March 2026 Dividend yield will be 2.6%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio). However, it is well covered by cash flows (37% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 3.8% to bring the payout ratio under control. EPS is expected to grow by 102% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. 공시 • Jan 23
Valero Energy Corporation Increases Regular Cash Dividend on Common Stock, Payable on March 9, 2026 The Board of Directors of Valero Energy Corporation has approved an increase in the company’s regular quarterly cash dividend on common stock, raising it from $1.13 per share to $1.20 per share. The dividend is payable on March 9, 2026, to shareholders of record at the close of business on February 5, 2026. The increase in the dividend raises the annualized cash dividend rate on Valero’s common stock to $4.80 per share. Valuation Update With 7 Day Price Move • Jan 07
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €163, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 8x in the Oil and Gas industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €274 per share. New Risk • Jan 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (93% payout ratio). Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin). Significant insider selling over the past 3 months (€1.5m sold). 공시 • Dec 05
Valero Energy Corporation to Report Q4, 2025 Results on Jan 29, 2026 Valero Energy Corporation announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026 Recent Insider Transactions • Nov 25
Executive VP & CFO recently sold €1.5m worth of stock On the 21st of November, Jason Fraser sold around 10k shares on-market at roughly €151 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jason's only on-market trade for the last 12 months. Reported Earnings • Oct 24
Third quarter 2025 earnings released: EPS: US$3.54 (vs US$1.14 in 3Q 2024) Third quarter 2025 results: EPS: US$3.54 (up from US$1.14 in 3Q 2024). Revenue: US$32.2b (up 2.7% from 3Q 2024). Net income: US$1.10b (up 202% from 3Q 2024). Profit margin: 3.4% (up from 1.2% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 1.4% growth forecast for the Oil and Gas industry in Europe. 공시 • Sep 19
Valero Energy Corporation Appoints Robert L. Reymond to Board of Directors and Nominating and Corporate Governance Committee, Effective September 19, 2025 Valero Energy Corporation announced that Robert L. Reymond has been elected as an independent director to Valero’s board of directors (the “Board”) and has joined the Board’s Nominating and Corporate Governance Committee, effective immediately on September 19, 2025. Mr. Reymond most recently served as Chief Operating Officer of the Energy Group and as a member of the board of directors of Burns & McDonnell Inc. As Chief Operating Officer of Burns & McDonnell’s Energy Group, Mr. Reymond oversaw the firm’s oil, gas and chemicals and power businesses. He has extensive experience in managing complex engineering and construction projects across multiple segments of the energy industry, including refining, low-carbon fuels, midstream and logistics, chemicals, and power. Mr. Reymond also previously served in various other executive and senior management roles at Burns & McDonnell, where he led some of the firm’s largest and most complex energy projects and founded its nuclear business. Mr. Reymond received his bachelor’s degree in mechanical engineering from the University of Missouri. He previously served as an officer in the United States Navy’s nuclear power program. 공시 • Sep 09
Valero Energy Corporation to Report Q3, 2025 Results on Oct 23, 2025 Valero Energy Corporation announced that they will report Q3, 2025 results at 12:30 PM, US Eastern Standard Time on Oct 23, 2025 Reported Earnings • Jul 25
Second quarter 2025 earnings released: EPS: US$2.29 (vs US$2.71 in 2Q 2024) Second quarter 2025 results: EPS: US$2.29 (down from US$2.71 in 2Q 2024). Revenue: US$29.9b (down 9.5% from 2Q 2024). Net income: US$714.0m (down 19% from 2Q 2024). Profit margin: 2.4% (down from 2.7% in 2Q 2024). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in Europe. 공시 • Jul 18
Valero Energy Corporation Declares Quarterly Dividend, Payable on September 2, 2025 The Board of Directors of Valero Energy Corporation has declared a regular quarterly cash dividend on common stock of $1.13 per share. The dividend is payable on September 2, 2025 to holders of record at the close of business on July 31, 2025. 공시 • Jun 05
Valero Energy Corporation to Report Q2, 2025 Results on Jul 24, 2025 Valero Energy Corporation announced that they will report Q2, 2025 results on Jul 24, 2025 공시 • May 07
Valero Energy Corporation Declares Quarterly Cash Dividend on Common Stock, Payable on June 18, 2025 The Board of Directors of Valero Energy Corporation has declared a regular quarterly cash dividend on common stock of $1.13 per share. The dividend is payable on June 18, 2025 to holders of record at the close of business on May 20, 2025. 
