Valero Energy

Morgan Stanley raised its price target on Valero from $255 to $411 while keeping an Equal Weight rating, citing unusually high global refining margins driven by supply disruptions and geopolitical attacks. Valero posted record Q2 profits, is completing a $230 million FCC optimization at St. Charles, and has returned substantial cash to shareholders, supporting further upside. Key risks include the potential normalization of crack spreads and the sustainability of aggressive buybacks if margins decline. » Mere på finance.yahoo.com

Valero Energy’s stock rose to a record high of $351.2 and is up roughly 150% year‑on‑year. In the second quarter the company materially beat expectations: adjusted earnings per share $12.54 on revenue of $44.48 billion, net income $3.7 billion versus $714 million a year earlier. InvestingPro rates Valero as overvalued; market capitalization is $100.87 billion and the P/E ratio is 14.46; TD Cowen raised the price target to $350 and kept the rating at “hold.” » Mere på de.investing.com

Valero Energy shares rose to an all-time high of $320.5, driven by a 144% price increase over the past year and 96% year-to-date. The company reported strong Q2 results with adjusted earnings of $12.54 per share, revenue of $44.48 billion and net income of $3.7 billion, supported by higher refining margins and strength in renewable diesel and ethanol. Analyst reactions are mostly positive: 15 analysts raised estimates and TD Cowen increased its price target to $350 while maintaining a "Hold" rating. Rising oil prices amid geopolitical tensions supported the rally in the energy sector, and the valuation appears slightly undervalued according to analysis. » Mere på de.investing.com

Valero Energy has declared a regular quarterly cash dividend of $1.20 per common share, payable on August 31, 2026 to shareholders of record at the close of business on July 31, 2026. The dividend yield is 1.64% and the company has paid dividends for 38 consecutive years. Valero operates 14 refineries with about 3.0 million barrels per day of capacity, holds stakes in Diamond Green Diesel and operates 12 ethanol plants; the stock rose 110% over the past year and is trading around $300.26. » Mere på de.investing.com

Valero Energy shares reached an all-time high of $301.81, driven by a price increase of 107.66% over the past year, 81.7% year-to-date and 61.3% over the last six months. UBS reiterated a buy rating with a $280 price target, Mizuho kept a neutral rating with a $289 target, and InvestingPro still rates the stock as undervalued despite the level. EIA industry data show a decline in US refinery capacity for 2025, while Valero announced personnel changes with the retirement of Eric A. Fisher and confirmed directors at the annual meeting. The rally comes despite an environment of low oil prices that is challenging US energy stocks. » Mere på de.investing.com