Barclays Raises Valero Energy (VLO) Price Target to $443
Key Points
- Barclays reiterated an Overweight rating on Valero Energy Corporation VLO on October 23, 2026, lifting its price target slightly from $441.00 to $443.00.
- Barclays's $443 price target implies 3.92% upside from Valero Energy Corporation's ($VLO) current $426.28 share price.
- Valero Energy recently traded around $426.28, sitting well above its 50-day and 200-day moving averages following strong trailing-twelve-month earnings.
- Other Wall Street firms including Citigroup, Wells Fargo, and TD Cowen have also recently updated their views and price targets on the oil refiner.
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Barclays reiterated its Overweight rating on Valero Energy Corporation VLO on October 23, 2026, while nudging its price target up from $441.00 to $443.00. The research note arrived as energy markets continue to weigh the refiner's profit margins and operational footprint across its refining, renewable diesel, and ethanol segments.
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Valero Energy Corporation
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Barclays's Call on Valero Energy
On October 23, 2026, Barclays maintained its upbeat stance on the stock with an Overweight rating. The firm lifted its target price to $443.00 from $441.00 previously. The update follows a busy stretch of analyst updates for the company, coming alongside adjustments from firms like Wells Fargo and Citigroup during October.
Other Institutional Activity in Valero Energy
Other major institutional investors have adjusted their holdings in Valero Energy recently. Franklin Resources, Inc. reduced its holdings by 83,358 shares, ending with 6,328,819 shares worth about $2,676,204,309.00. Ameriprise Financial, Inc. trimmed its stake by 1,314,837 shares, wrapping up the period with 5,223,386 shares valued at roughly $2,208,760,927.00.
Valero Energy Corporation Stock Down 2.4%
Valero Energy recently traded around $426.28 as of October 23, 2026, up about 0.8% from its event-day close of $422.86. The stock trades above both its 50-day moving average of $390.88 and its 200-day moving average of $279.22. Shares sit below their 52-week high of $461.52 while remaining well above their 52-week low of $159.90.
$VLO price target
Valero Energy Corporation daily closes and this analyst's $443 target. Not advice.
Recent Earnings
Valero Energy reported trailing-twelve-month revenue of $146,578,997,248.00 and basic earnings per share of $43.97. The company generated a net profit margin of 8.8% alongside year-over-year revenue growth of 51.9%. The refiner's next quarterly earnings report is scheduled for release on January 28, 2027.
Dividend
Valero Energy pays an annual dividend rate of $4.80 per share, delivering a dividend yield of 1.13%. The company maintains a dividend payout ratio of 19.4%, leaving the vast majority of earnings inside the business to fund operations and capital projects.
Insider Buying and Selling at Valero Energy Corporation
Company insiders have actively adjusted their holdings over recent months. Eric A. Fisher sold 8,711 shares on March 12, 2026, for a total value of $1,987,772.00. Fisher later sold 7,500 shares on May 18, 2026, at an average price of $251.61 per share, totaling $1,887,064.00. On June 18, 2026, Fisher parted with another 7,500 shares at $236.90 each, worth $1,776,781.00, and followed up on June 29, 2026, by selling 7,500 shares at $268.17 apiece for $2,011,307.00.
Analysts Set New Price Targets
Wall Street firms have kept a close eye on Valero Energy through October 2026. On October 13, 2026, Citigroup maintained a Neutral rating while raising its price target from $302.00 to $485.00. Wells Fargo maintained an Overweight rating on October 14, 2026, lifting its target from $389.00 to $485.00, and followed up on October 23, 2026, by moving the target further to $489.00. TD Cowen maintained a Hold rating on October 22, 2026, bumping its target from $375.00 to $400.00. Overall, the stock carries a consensus buy recommendation across 19 analyst opinions.
About Valero Energy
Headquartered in San Antonio, Texas, Valero Energy Corporation operates as an international manufacturer and marketer of transportation fuels and petrochemical products. The company runs extensive refining assets alongside lower-carbon operations focused on renewable diesel and ethanol production, serving markets across North America, Europe, Latin America, and beyond.
Bottom Line
Barclays's decision to keep an Overweight rating and nudge its target to $443 reflects ongoing confidence in the refiner's market position. Investors will look toward the company's next earnings release on January 28, 2027, for further updates on refining margins and operational cash flow.
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Source: Barclays's rating change on $VLO (Oct 23, 2026). Written by software, not financial advice. How we make alerts