---
title: "Weekly Recap | VLO.US -5.72%, earnings beat expectations"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/302955989.md"
description: "Valero Energy (VLO) closed the week at $419.28, down 5.72% from the previous Friday’s close of $444.71. The S&P 500 fell 0.47%, leaving the stock 5.25 percentage points behind the benchmark. The week followed a rise-and-fade pattern: Monday’s session touched an intraday high of $456.32 before sliding, with the low of $416.41 printed on Thursday and a slight recovery to $419.28 on Friday."
datetime: "2026-10-24T07:17:20.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/302955989.md)
  - [en](https://longbridge.com/en/news/302955989.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/302955989.md)
generator: "portal-rs"
---

# Weekly Recap | VLO.US -5.72%, earnings beat expectations

## The Week

Valero Energy (VLO) closed the week at $419.28, down 5.72% from the previous Friday’s close of $444.71. The S&P 500 fell 0.47%, leaving the stock 5.25 percentage points behind the benchmark. The week followed a rise-and-fade pattern: Monday’s session touched an intraday high of $456.32 before sliding, with the low of $416.41 printed on Thursday and a slight recovery to $419.28 on Friday.

## Key Events

Valero reported Q3 FY2026 results before Thursday’s open. Net income attributable to stockholders rose to $6.83 billion, and adjusted EPS came in at $23.9 versus the IBES estimate of $21.1. The company said refining drove a sharp earnings rebound with near-record utilisation rates, while ethanol output hit a record and renewable diesel also strengthened. On the call, management guided Q4 refinery utilisation to 96%-99% and said it expects fuel margins to rise again, despite Washington’s efforts to push prices down. Oil gains tied to Saudi attack fears briefly lifted US energy stocks.

## Analyst Ratings

Of 21 institutions covering Valero, 6 rate it buy, 3 overweight, 8 hold, 1 no opinion, and 3 sell. The consensus rating is hold, with a consensus target of $423.53, roughly 1.01% above the latest price. Individual targets range from $238 to $530, pointing to wide disagreement. Valero ranks first among 17 stocks in the oil and gas refining and marketing industry based on analyst ratings.

## The Week Ahead

The macro calendar is busy next week: Dallas Fed manufacturing activity on Monday, followed on Tuesday by durable goods orders, FHFA home prices, and consumer confidence. Oil-price swings and refining margin trends will remain in focus for energy names. Valero’s FY2026 annual report is scheduled for pre-market release on 28 January 2027.

## In Short

Valero delivered a clear earnings beat, yet the stock still fell and lagged the S&P 500 by more than 5 percentage points. The analyst setup is neutral-to-positive, but the consensus target sits only about 1% above spot and the target range is unusually wide. Valuation metrics are modest at 9.33x P/E and 4.83x P/B. The next question is whether oil and refining margins hold up as macro data lands next week and cyclical sentiment shifts.

*This article is generated by LongbridgeAI from market data, for information only and not investment advice.*

### Related Stocks

- [VLO.US](https://longbridge.com/en/quote/VLO.US.md)

## Related News & Research

- [Valero Energy Corporation $VLO Shares Sold by OLD Second National Bank of Aurora](https://longbridge.com/en/news/302861522.md)
- [Valero kicks off refiner results with record quarterly profit on higher margins](https://longbridge.com/en/news/302698333.md)
- [Valero to run refineries between 96% to 99% of capacity in Q4 - Conf Call](https://longbridge.com/en/news/302753843.md)
- [Valero to run refineries between 80% to 83% of capacity in Q4 - Conf Call](https://longbridge.com/en/news/302740330.md)
- [Valero expects fuel margins to rise again despite Trump's effort to tamp down prices](https://longbridge.com/en/news/302769998.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**