Valero Energy (VLO): A Refining Giant With Earnings Momentum and Global Reach

Abdul Rahman

Wed, February 25, 2026 at 6:05 PM GMT+9 2 min read

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Valero Energy Corp (NYSE:VLO) is among the best oil & gas refinery stocks to buy now. On February 13, Reuters reported that Valero Energy Corp (NYSE:VLO) was set to import up to 6.5 million barrels of crude from Venezuela in March. The report further said Valero would process the crude at its Gulf Coast refineries.

Valero Energy (VLO): A Refining Giant With Earnings Momentum and Global Reach

In its Q4 2025 earnings report released on January 29, Valero posted results that surpassed consensus expectations. EPS of $3.82 exceeded the $3.11 that was forecast. Revenue of $30.4 billion also surpassed the expected $29 billion. In the company’s refining business, operating income soared to $1.7 billion from $437 million in the same quarter in 2024.

The quarter was bolstered by improvements in margins throughput volumes. Valero ended 2025 with $4.7 billion in cash and cash equivalents. The company returned $1.4 billion in cash to shareholders in Q4 2025 and $4 billion in the full-year 2025.

Following Valero’s solid Q4 results, Citi analyst Vikram Bagri boosted the firm’s price target on Valero stock to $212 from $190 while maintaining a Neutral rating.

Valero Energy Corp (NYSE:VLO) is a multinational manufacturer and marketer of fuels and petrochemical products. The company has a portfolio of 15 refineries across the US, Canada, and the UK. Its refining capacity is about 3.2 million barrels per day. Valero has a stake in Diamond Green Diesel Holdings, a joint venture that produces low-carbon fuels.

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**READ NEXT: ****Goldman Sachs Growth Stocks: Top 12 Stock Picks and **11 Best Alternative Energy Stocks to Invest In According to Analysts.

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