VLOEnergy · Oil & Gas Refining & MarketingThe 20 Wall Street analysts covering Valero Energy Corp. hold a median 12-month price target of $385 — -9.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 97 of 100 as at 6 Oct 2026 — among the strongest tenth. The factors read stronger than the Street's target implies. That gap is the story on this page.
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
Momentum (99): The shares have been drifting up relative to others.
Value (67): The shares cost a lot relative to the profits and assets behind them.
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 quant trader with fourteen 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 −9.2% from it.
Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Oct 2026 | B of A Securities | Maintains | Neutral | $395 → $414 |
| 23 Sept 2026 | Goldman Sachs | Maintains | Buy | — |
| 23 Sept 2026 | Goldman Sachs | Maintains | Buy | $365 → $457 |
| 22 Sept 2026 | Jefferies | Downgrade | Hold | — |
| 22 Sept 2026 | Jefferies | Downgrade | Hold | $401 |
| 14 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 14 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | $255 → $411 |
| 14 Sept 2026 | Raymond James | Maintains | Strong Buy | $350 → $450 |
| 14 Sept 2026 | Raymond James | Maintains | Strong Buy | — |
| 8 Sept 2026 | UBS | Maintains | Buy | $355 → $450 |
| 8 Sept 2026 | UBS | Maintains | Buy | — |
| 3 Sept 2026 | Piper Sandler | Maintains | Overweight | $329 → $435 |
| 3 Sept 2026 | Piper Sandler | Maintains | Overweight | — |
| 1 Sept 2026 | Wells Fargo | Maintains | Overweight | — |
| 1 Sept 2026 | Wells Fargo | Maintains | Overweight | $356 → $389 |
| 4 Aug 2026 | Mizuho | Maintains | Neutral | $289 → $300 |
| 4 Aug 2026 | Mizuho | Maintains | Neutral | — |
| 3 Aug 2026 | TD Cowen | Maintains | Hold | $338 → $350 |
| 3 Aug 2026 | TD Cowen | Maintains | Hold | — |
| 31 July 2026 | Barclays | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. VLO appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 7 Oct 2026, Valero Energy Corp. returned +165.4% against +17.7% 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 41% of US stocks
Cheaper than 71% of US stocks
Cheaper than 21% of US stocks
Cheaper than 40% of US stocks
Higher than 86% of US stocks
Higher than 94% of US stocks
Higher than 11% of US stocks
Higher than 68% of US stocks
Higher than 61% of US stocks
Higher than 86% of US stocks
Higher than 93% of US stocks
Higher than 71% 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 $117.0B and an enterprise value of $123.7B.
Revenue in the twelve months to 30 June 2026: $139.4B. The latest quarter grew 51.7% 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: 17.5×; forward P/E: 10.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.14%, paying out 19% 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. | $117.0B | 97 |
| MPCMarathon Petroleum Corp. | $121.4B | 96 |
| PSXPhillips 66 | $107.7B | 88 |
| DINOHF Sinclair Corp. | $21.1B | 96 |
| PBFPBF Energy, Inc. | $9.8B | 91 |
| CVICVR Energy, Inc. | $5.8B | 94 |
| COPConocophillips* | $159.8B | 87 |
* 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 →
Zacks Investment Research identified VLO among five top-ranked stocks it says are likely to beat on the bottom line in their upcoming earnings releases.
Why it matters — The item flags Valero as a company Zacks expects could exceed earnings expectations in its upcoming release.
Valero Energy (VLO) is at a 52-week high. The article examines the company’s fundamentals for clues about whether further gains may be possible.
Why it matters — VLO watchers may find the fundamentals relevant when assessing the stock’s recent high and the question of whether gains could continue.
Zacks Investment Research says its Zacks Earnings ESP can make it easier to identify stocks expected to beat quarterly earnings estimates. The headline refers to two oil and energy stocks, but the excerpt does not identify them.
Why it matters — The excerpt does not specify whether Valero is among the stocks discussed, so it provides no company-specific information for VLO watchers.
Zacks Investment Research published an article examining whether Valero Energy (VLO) qualifies as a strong momentum pick for investors, evaluating the company's attributes against momentum-investing criteria.
Why it matters — VLO watchers would care because the piece assesses the company's momentum profile, a factor that can signal how the stock is currently performing relative to broader market trends.
Zacks Investment Research highlighted Valero Energy as a top long-term momentum stock, with the feature discussing how the Zacks Style Scores help investors identify strong stocks across value, growth, and momentum categories.
Why it matters — VLO watchers would note that the company is being singled out for its favorable momentum characteristics, which could influence investor perception of the stock.
The 20 Wall Street analysts covering Valero Energy Corp. have a median 12-month price target of $385, with estimates ranging from $238 to $457. 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, 9 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Valero Energy Corp. 97 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Oct 2026, Valero Energy Corp. ranks 97 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 Momentum (99 of 100).
No one can know that. What the data says: the median 12-month target from 20 analysts implies -9.2% from the last close, and Ticker Nerd's factor model ranks Valero Energy Corp. 97 out of 100 as at 6 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 $457 over the next 12 months.
Valero Energy Corp. returned +165.4% over the 12 months to 7 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 (Zacks Investment Research, 7 Oct 2026): "Looking for Earnings Beat? Buy These 5 Top-Ranked Stocks". Zacks Investment Research identified VLO among five top-ranked stocks it says are likely to beat on the bottom line in their upcoming earnings releases.
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
