Valero Energy rallies 44% YTD on oil surge
Watch: Monitor oil prices and geopolitical developments impacting refining margins, which drive Valero's profitability trajectory.
Full analysis
Valero Energy's stock is up nearly 44% in 2026, ranking 25th among S&P 500 top performers amid the U.S.-Iran conflict lifting oil prices. Q4 2025 EPS beat consensus by $0.55 at $3.82. Analysts expect EPS growth of nearly 32% to $10.45 in the coming year, complemented by a 2% dividend yield.
Strong EPS growth expectations and premium oil market conditions underpin Valero's high returns and justify its outperformance in 2026.
Evidence
11 signals · latest 1d ago
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