VLO

VLO Earnings Preview

Valero Energy Corporation · Energy · $68B

8d until earnings

VLO Earnings

Thursday, Apr 30 2026
EPS Estimate
$3.05
$2.15 – $3.81
Revenue Estimate
$29.7B
Current Price
$233.39

Our Position

neutral

Valero Gets Mixed Targets Amid Strong Share Gains

structured data est. revisions falling (-1.7pp / 30d)

The stock's strong run highlights market confidence but earnings estimate cuts and insider selling suggest caution on near-term profit pressure.

Watch: Watch Q1 earnings and updates on refining margins to gauge if recent price target changes reflect sustainable earnings trends.

Data Signal Summary

2 bullish
3 bearish
Estimates up +34% Insider selling cluster Put/call 0.6 (bullish skew) Analysts: bearish Price downtrend

Key Context

Analyst Consensus
bearish
Insider Activity
selling
Price Trend
downtrend
From 52w High
-7.2%
P/E Ratio
29.9
Est. Revisions (30d)
+34.2% 12up/1dn
Analyst Target (mean)
$248 $178–$292 +6%
Options P/C Ratio
0.59
Est. Dispersion
64% 17 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma, Renaissance, Bridgewater

Recent Activity

insider trades 51 transactions
Other · WALSH RICHARD JOE (General Counsel) ·1,250 shares
Sell · FISHER ERIC A (Officer) ·8,711 shares ·$1,987,772
Award · RIGGS R LANE (Chief Executive Officer) ·37,850 shares
Award · SIMMONS GARY K. (Chief Operating Officer) ·13,320 shares
Award · WALSH RICHARD JOE (General Counsel) ·8,800 shares
46 more
Award · FISHER ERIC A ·5,990 shr
Award · BHULLAR HARMINDER S. ·7,050 shr
Other · SIMMONS GARY K. ·768 shr
Other · RIGGS R LANE ·72,232 shr
Other · SIMMONS GARY K. ·27,546 shr
Other · WALSH RICHARD JOE ·14,941 shr
Other · FISHER ERIC A ·13,073 shr
Other · BHULLAR HARMINDER S. ·6,284 shr
Other · RIGGS R LANE ·6,756 shr
Other · GORDER JOSEPH W ·20,000 shr
Other · WILKINS RAYFORDJR ·1,944 shr
Other · MULLINS ERIC D ·1,944 shr
Other · NICKLES DONALD L ·1,944 shr
Other · WEISENBURGER RANDALL J ·1,944 shr
Other · PROFUSEK ROBERT A ·1,944 shr
Other · MAJORAS DEBORAH P ·1,944 shr
Sell · GREENE KIMBERLY S ·720 shr ·$113,850
Other · GREENE KIMBERLY S ·1,944 shr
Other · DIAZ FRED M. ·1,944 shr
Other · EBERHART H PAULETT ·1,944 shr
Other · SIMMONS GARY K. ·900 shr
Other · FRASER JASON W. ·4,877 shr
Sell · FRASER JASON W. ·9,933 shr ·$1,728,540
Other · FISHER ERIC A ·1,750 shr
Other · WILKINS RAYFORDJR ·2,041 shr
Other · MULLINS ERIC D ·2,041 shr
Other · WEISENBURGER RANDALL J ·2,041 shr
Other · MAJORAS DEBORAH P ·2,041 shr
Other · GREENE KIMBERLY S ·2,041 shr
Other · DIAZ FRED M. ·2,041 shr
Other · FFOLKES MARIE A ·2,041 shr
Other · EBERHART H PAULETT ·2,041 shr
Award · RIGGS R LANE ·47,150 shr
Award · SIMMONS GARY K. ·18,070 shr
Award · FRASER JASON W. ·16,260 shr
Award · WALSH RICHARD JOE ·10,450 shr
Award · FISHER ERIC A ·8,120 shr
Other · SIMMONS GARY K. ·1,000 shr
Other · RIGGS R LANE ·1,500 shr
Other · SIMMONS GARY K. ·1,040 shr
Other · RIGGS R LANE ·67,726 shr
Other · SIMMONS GARY K. ·27,727 shr
Other · FRASER JASON W. ·35,005 shr
Other · WALSH RICHARD JOE ·15,175 shr
Other · FISHER ERIC A ·14,251 shr
Other · WALSH RICHARD JOE ·1,200 shr
analyst ratings 2 ratings
Wolfe Research ·down Underperform 18h ago
Citigroup Neutral 6d ago
ae trade 10
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