VLOEnergy · Oil & Gas Refining & MarketingThe 20 Wall Street analysts covering Valero Energy Corp. hold a median 12-month price target of $350 — -8.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 97 of 100 as at 12 Sept 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 (97): 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 −8.6% from it.
Of the 20 most recent actions, 11 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Sept 2026 | UBS | Maintains | Buy | $355 → $450 |
| 3 Sept 2026 | Piper Sandler | Maintains | Overweight | $329 → $435 |
| 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 | — |
| 31 July 2026 | Barclays | Maintains | Overweight | $279 → $323 |
| 31 July 2026 | UBS | Maintains | Buy | — |
| 31 July 2026 | UBS | Maintains | Buy | $280 → $355 |
| 31 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 31 July 2026 | Wells Fargo | Maintains | Overweight | $292 → $356 |
| 23 July 2026 | Piper Sandler | Assumes | Overweight | $329 |
| 22 July 2026 | Goldman Sachs | Maintains | Buy | $286 → $357 |
| 22 July 2026 | Goldman Sachs | Maintains | Buy | — |
| 21 July 2026 | TD Cowen | Maintains | Hold | $292 → $338 |
| 21 July 2026 | TD Cowen | Maintains | Hold | — |
| 14 July 2026 | Citigroup | Maintains | Neutral | $259 → $302 |
| 14 July 2026 | Citigroup | Maintains | Neutral | — |
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 14 Sept 2026, Valero Energy Corp. returned +149.5% against +17.0% 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 44% of US stocks
Cheaper than 73% of US stocks
Cheaper than 23% of US stocks
Cheaper than 42% of US stocks
Higher than 86% of US stocks
Higher than 95% 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 29% 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 $112.4B and an enterprise value of $119.2B.
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: 16.3×; forward P/E: 11.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.23%, 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.
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 Energy has rallied 148% over the past year. The article notes that its heavy-crude sourcing edge, tight refining capacity, and strong balance sheet support its appeal despite a premium valuation.
Why it matters — VLO watchers would care because the article highlights the company's competitive advantages and strong fundamentals that underpin its recent stock performance.
Zacks Investment Research highlights Valero Energy (VLO) as a strong growth stock, noting that investors can identify such stocks using the Zacks Style Scores feature of its Premium research service. The article frames VLO as a standout candidate for growth-focused investors.
Why it matters — A positive profile from a widely followed research service could draw more investor attention to VLO and reinforce confidence in its growth positioning.
MarketBeat reports that since the United States-Iran conflict began, markets have followed a predictable pattern in which rising oil prices push stocks down and falling oil prices lift stocks. The piece highlights opportunities that oil above $100 creates beyond the major producers.
Why it matters — VLO watchers would care because refiners are directly affected by the oil-price dynamics and the market volatility described in the article.
Zacks reports that Valero Energy's flexible coastal refinery network and tight refined-product markets support margin capture and profitability, as global refining capacity remains constrained.
Why it matters — A VLO watcher would care because constrained global capacity and tight product markets could underpin the company's margin capture and profitability outlook.
A Zacks Investment Research article identifies Valero Energy (VLO) as a top value stock for long-term investors. The piece highlights the Zacks Style Scores feature of Zacks Premium as a tool for identifying strong stocks across value, growth, and momentum investing styles.
Why it matters — VLO watchers would note that the company is being spotlighted as a leading long-term value pick by a major research service, which may draw attention to the stock within the broader market.
The 20 Wall Street analysts covering Valero Energy Corp. have a median 12-month price target of $350, with estimates ranging from $190 to $450. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 20 analysts covering Valero Energy Corp., 10 rate it a Buy, 8 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 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Sept 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 (97 of 100).
No one can know that. What the data says: the median 12-month target from 20 analysts implies -8.6% from the last close, and Ticker Nerd's factor model ranks Valero Energy Corp. 97 out of 100 as at 12 Sept 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: $190 to $450 over the next 12 months.
Valero Energy Corp. returned +149.5% over the 12 months to 14 Sept 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, 14 Sept 2026): "Valero Energy Rallies 148% in a Year: Time to Buy the Refining Stock?". Valero Energy has rallied 148% over the past year. The article notes that its heavy-crude sourcing edge, tight refining capacity, and strong balance sheet support its appeal despite a premium valuation.
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
