VLOEnergy · Oil & Gas Refining & MarketingThe 20 Wall Street analysts covering Valero Energy Corp. hold a median 12-month price target of $440 — +10.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 99 of 100 as at 31 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Valero Energy Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (97): The business earns solid, repeatable profits on what it owns.
Volatility (60): The share price moves around a lot.
Size (2): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on VLO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +10.1% from it.
Of the 20 most recent actions, 10 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | Barclays | Maintains | Overweight | $441 → $443 |
| 23 Oct 2026 | Citigroup | Maintains | Neutral | $485 → $490 |
| 23 Oct 2026 | Freedom Broker | Downgrade | Sell | $276 |
| 23 Oct 2026 | Wells Fargo | Maintains | Overweight | $485 → $489 |
| 22 Oct 2026 | TD Cowen | Maintains | Hold | $375 → $400 |
| 14 Oct 2026 | Wells Fargo | Maintains | Overweight | $389 → $485 |
| 14 Oct 2026 | Wells Fargo | Maintains | Overweight | — |
| 13 Oct 2026 | Citigroup | Maintains | Neutral | $302 → $485 |
| 13 Oct 2026 | Citigroup | Maintains | Neutral | — |
| 12 Oct 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 12 Oct 2026 | Evercore ISI Group | Maintains | In-Line | $325 → $385 |
| 8 Oct 2026 | Jefferies | Maintains | Hold | $401 → $394 |
| 8 Oct 2026 | Jefferies | Maintains | Hold | — |
| 8 Oct 2026 | Mizuho | Maintains | Neutral | $300 → $434 |
| 8 Oct 2026 | Mizuho | Maintains | Neutral | — |
| 6 Oct 2026 | Barclays | Maintains | Overweight | — |
| 6 Oct 2026 | Barclays | Maintains | Overweight | $323 → $441 |
| 2 Oct 2026 | B of A Securities | Maintains | Neutral | $395 → $414 |
| 2 Oct 2026 | B of A Securities | Maintains | Neutral | — |
| 23 Sept 2026 | Goldman Sachs | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
VLO appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Valero Energy Corp. returned +140.0% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 60% of US stocks
Cheaper than 73% of US stocks
Cheaper than 23% of US stocks
Cheaper than 52% of US stocks
Higher than 84% of US stocks
Higher than 95% of US stocks
Higher than 11% of US stocks
Higher than 79% of US stocks
Higher than 67% of US stocks
Higher than 93% of US stocks
Higher than 98% of US stocks
Higher than 72% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Valero Energy Corp. has a market value of $115.1B and an enterprise value of $115.7B.
Revenue in the twelve months to 30 June 2026: $139.4B. The latest quarter grew 46.5% year on year.
Net income over the same four quarters: $7.6B, a 5.5% net margin.
Diluted earnings per share, trailing twelve months: $24.10.
Free cash flow in the twelve months to 30 June 2026: $10.1B, after $788.0M of capital spending.
Valero Energy Corp. spent $4.8B on share buybacks and $1.4B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 8.7×; forward P/E: 7.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.20%, paying out 11% of earnings.
Valero Energy Corp. employs 9,785 people — $14.2M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| VLOValero Energy Corp. | $115.1B | 99 |
| PSXPhillips 66 | $110.3B | 97 |
| MPCMarathon Petroleum Corp. | $124.9B | 93 |
| DINOHF Sinclair Corp. | $19.7B | 99 |
| PBFPBF Energy, Inc. | $9.2B | 98 |
| CVICVR Energy, Inc. | $5.9B | 92 |
| WMBThe Williams Cos., Inc.* | $90.9B | 51 |
* Nearest Energy names by size — few oil & gas refining & marketing companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Valero Energy Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Valero’s wholly owned subsidiary agreed to acquire all outstanding equity interests in LYB Houston Hub Holdings LLC from a LyondellBasell subsidiary for $320.5 million, subject to closing adjustments. The transaction remains subject to customary closing conditions.
Why it matters — The agreement concerns Valero’s acquisition of a former Houston refinery asset and its stated purchase price.
The Motley Fool highlights three takeaways for long-term Valero investors, including third-quarter 2026 net income of $6.8 billion and $1.7 billion of 2026 capital guidance allocated to sustaining operations.
Why it matters — The reported earnings and sustaining-capital allocation provide VLO watchers with information about Valero’s results and planned spending.
Zacks Investment Research notes that users of Zacks.com have recently paid close attention to Valero Energy (VLO) and says the interest warrants examining the stock.
Why it matters — VLO watchers may note the recent user interest, though the excerpt provides no further details about the company or its stock.
ATI, MU and VLO appeared on Zacks Investment Research’s Zacks Rank #1 (Strong Buy) growth stocks list on October 29, 2026.
Why it matters — VLO watchers may note that the company was included in the list.
MarketWatch reports that U.S. oil-refinery stocks are up roughly 150% this year. An analyst predicts a major maintenance season for refineries that have been operating at high capacity.
Why it matters — Valero watchers may follow the potential maintenance season because it concerns refinery operations across the industry.
The 20 Wall Street analysts covering Valero Energy Corp. have a median 12-month price target of $440, with estimates ranging from $238 to $530. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 20 analysts covering Valero Energy Corp., 9 rate it a Buy, 8 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Valero Energy Corp. 99 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Valero Energy Corp. ranks 99 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (97 of 100).
No one can know that. What the data says: the median 12-month target from 20 analysts implies +10.1% from the last close, and Ticker Nerd's factor model ranks Valero Energy Corp. 99 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Valero Energy Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for VLO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $238 to $530 over the next 12 months.
Valero Energy Corp. returned +140.0% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Valero Energy Corporation is a multinational energy company focused on the manufacture and marketing of transportation fuels, renewable diesel, and petrochemical products. Valero Energy Corporation serves industrial, commercial, and retail fuel markets through its refining operations and related supply chain activities.
The most recent item we track (Business Wire, 30 Oct 2026): "Valero to Acquire Former Houston Refinery from LyondellBasell". Valero’s wholly owned subsidiary agreed to acquire all outstanding equity interests in LYB Houston Hub Holdings LLC from a LyondellBasell subsidiary for $320.5 million, subject to closing adjustments. The transaction remains subject to customary closing conditions.
Valero Energy Corporation is a multinational energy company focused on the manufacture and marketing of transportation fuels, renewable diesel, and petrochemical products. Valero Energy Corporation serves industrial, commercial, and retail fuel markets through its refining operations and related supply chain activities. Its business segments include Refining, Ethanol, and Renewable Diesel, reflecting a mix of conventional fuel production and lower-carbon liquid fuels. The company also supplies petrochemical feedstocks and other products used across transportation, manufacturing, and energy distribution networks. Based in San Antonio, Texas, Valero Energy Corporation plays a significant role in the downstream energy market by converting crude oil and renewable feedstocks into products that support mobility, freight, and industrial activity across North America, the United Kingdom, Ireland, and Latin America.
CEO Mr. R. Lane Riggs · 9,785 employees · United States · https://www.valero.com
