Valero Energy stock rises to a record high on margin bets

Valero Energy stock (ISIN US91913Y1001) closed at USD 403.28 on September 16, 2026, up 1.57 percent and at a record high, while the market value stood at USD 116.12 billion. The move came after Investing.com reported on September 16, 2026 that UBS raised its price target to USD 450 from USD 355 and kept a Buy rating.

Margins stay in the spotlight

For investors, the key number is the spread between the current quote and the analyst target. MarketBeat listed the consensus price target at USD 317.41, the 52-week range at USD 155.29 to USD 407.27, and volume at 3.52 million shares as of September 16, 2026.

MarketBeat also showed projected earnings for Valero Energy at USD 18.09 per share on October 22, 2026, with revenue of USD 38.54 billion expected for that quarter. Zacks said on September 16, 2026 that full-year estimates point to USD 46.41 per share and USD 150.52 billion in revenue, up 337.42 percent and 22.68 percent from last year.

Analysts push targets higher

The latest analyst notes keep the debate focused on refining margins. According to Investing.com, TD Cowen also lifted its target to USD 350 from USD 338 and kept a Hold rating, while the same report cited strong second-quarter earnings and elevated refining margins as the backdrop.

MarketBeat showed Valero Energy with a consensus rating of Moderate Buy and 21 analysts in coverage, while the stock has gained 147.6 percent since the start of the year according to the same page. The share price is now 0.6 percent below the 52-week high of USD 407.27.

Price and calendar

Valero Energy stock ended September 16, 2026 at USD 403.28 on the NYSE. The company is set to report earnings on October 22, 2026, and that date already anchors the next catalyst for the shares.

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