Valero Energy, US91913Y1001

Valero Energy stock: Consensus target reaches USD 414.84 for Valero Energy stock

Published on 10/23/2026 at 16:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nasdaq lists a USD 414.84 target on October 23, 2026. Valero Energy stock costs EUR 378.75 on October 23, 2026 with USD 23.90 EPS.

Analyst target and quarterly figures

Nasdaq listed a USD 414.84 average target for Valero Energy on October 23, 2026.
Adjusted earnings per share reached USD 23.90 in the third quarter of 2026.
Valero Energy stock costs EUR 378.75 at Lang & Schwarz on October 23, 2026 at 4:40 p.m. CEST.
Third-quarter revenue reached USD 46.10 billion, up 43.30 percent year over year.

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Valero Energy's average one-year analyst target stood at USD 414.84 on October 23, 2026, according to Nasdaq. That target was 2.72 percent below Valero's USD 426.45 primary-exchange price at the same point in the session. Valero Energy was trading at EUR 378.75 at Lang & Schwarz on October 23, 2026 at 4:40 p.m. CEST.

Target stays below the US price

The Nasdaq report put the consensus target at USD 414.84, up from USD 351.30 on September 29, 2026. It also cited a target range of USD 195.38 to USD 556.50, giving the average a wide spread across analyst views.

MarketBeat reported on October 22, 2026 that TD Cowen raised its target from USD 375.00 to USD 400.00 while keeping a Hold rating. The same report said Wells Fargo had raised its target from USD 389.00 to USD 485.00 on October 14, 2026, adding a more bullish counterpoint to the consensus figure.

What did the third quarter deliver?

Valero reported USD 46.10 billion of revenue and adjusted earnings per share of USD 23.90 for the third quarter of 2026, according to Morningstar. Revenue rose 43.30 percent from USD 32.17 billion in the third quarter of 2025, while adjusted earnings per share increased from USD 3.66. The result therefore combined a larger sales base with a much stronger margin environment.

Reuters reported on October 22, 2026 that Valero's refining margin per barrel nearly tripled to USD 39.24. Refining operating income reached USD 8.80 billion, compared with USD 1.60 billion a year earlier, while the company planned fourth-quarter refinery throughput of 96.00 to 99.00 percent of capacity.

Valuation and the next signal

Valero's primary listing is on the NYSE, where the stock was last quoted at USD 426.45 on October 23, 2026 at 10:54 a.m. ET. The company had a market capitalization of USD 122.8 billion, a 52-week range of USD 159.90 to USD 461.52, a price-to-earnings ratio of 9.58 and a dividend yield of 1.00 percent.

The latest results also included USD 6.90 billion of operating cash flow and USD 8.60 billion of total debt for the third quarter of 2026. For investors, the key tension is numerical: the operating result improved sharply, but the average analyst target remained below the US share price.

Comparison with peers

Valero Energy: market capitalization USD 122.8 billion, price-to-earnings ratio 9.58.

Phillips 66: up 0.47 percent, price-to-earnings ratio 16.30, market capitalization USD 114.7 billion.

Marathon Petroleum: up 0.43 percent, price-to-earnings ratio 15.88, market capitalization USD 129.5 billion.

Price and analyst view

Valero combines a USD 414.84 consensus target with USD 23.90 adjusted earnings per share for the third quarter of 2026. The euro quotation at Lang & Schwarz was EUR 378.75 on October 23, 2026 at 4:40 p.m. CEST, while no dated Xetra close is used for a daily comparison here. The further course of trading is shown by the continuously updated real-time quote of Valero Energy stock.