Valero Energy stock gains 2.26 percent as earnings reset valuation
Published on 09/24/2026 at 18:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Valero Energy stock traded at USD 384.35 on the NYSE on September 24, 2026, up USD 8.51 or 2.26 percent from the previous close. The move follows second-quarter results in which revenue climbed 48.8 percent year over year to USD 44.48 billion, giving the refining company a clear earnings reference for the market.
Quarterly earnings reset the base
According to ScanX, Valero reported adjusted second-quarter EPS of USD 12.54, compared with USD 2.28 in the same quarter of 2025. Revenue reached USD 44.48 billion, up from the prior-year figure by 48.8 percent.
The refining margin per barrel of throughput also rose to USD 23.62 in Q2 2026 from USD 12.35 in Q2 2025, according to ScanX. That comparison matters because refining margins, rather than revenue alone, determine how much of the higher sales figure reaches earnings.
Analyst target moves above price
The earnings gap also lifted expectations. Investing.com reported on September 8, 2026, that UBS raised its Valero price target to USD 450 from USD 355 and kept a Buy rating. The same report cited adjusted EPS of USD 12.54 against a USD 10.03 estimate and revenue of USD 44.48 billion against a USD 37.95 billion estimate.
A separate MarketBeat comparison puts quarterly EPS at USD 12.54 against USD 10.11 consensus, a USD 2.43 beat. Its revenue comparison shows USD 44.48 billion against USD 39.47 billion expected, reinforcing the size of the quarterly surprise.
Stock remains below yearly high
Valero's market capitalization stood at USD 110,664,920,020 on September 24, 2026. The stock's 52-week range was USD 155.29 to USD 419.04, placing the latest price USD 34.69 below the yearly high and leaving refining margins as the central earnings variable.
At USD 384.35 on the NYSE on September 24, 2026, Valero Energy stock was advancing with the wider earnings evidence visible in the latest quarter. The combination of USD 12.54 adjusted EPS, USD 44.48 billion revenue and a USD 450 UBS target defines the current investor debate around margin durability.
Valero Energy stock facts
- Company: Valero Energy Corporation
- Ticker: VLO
- Trading venue: NYSE
- Price as of September 24, 2026, 12:18 p.m. ET: USD 384.35
- Market capitalization: USD 110,664,920,020 as of September 24, 2026
- 52-week range: USD 155.29-419.04 as of September 24, 2026
- Sector / Industry: Energy / Oil and Gas Refining and Marketing
- Index membership: S&P 500
