Evercore ISI initiates Valero Energy stock with In Line rating

Published 06/18/2025, 06:03 AM
Evercore ISI initiates Valero Energy stock with In Line rating

Evercore ISI analyst firm initiated coverage on Valero Energy (NYSE:VLO), a $44.4 billion market cap refiner, with an In Line rating and a $135.00 price target on Wednesday. According to InvestingPro data, the stock appears slightly overvalued at current levels, with technical indicators suggesting overbought conditions.

The firm describes Valero as a "bellwether pure-play refiner" with strengths in its Gulf Coast-dominant footprint, disciplined capital allocation, and low operating cost structure. Evercore notes the company’s portfolio is well-positioned with advantaged feedstocks, export market access, and minimal regulatory burden compared to industry peers. The company’s strong financial position is reflected in its "GOOD" overall health score from InvestingPro, with liquid assets exceeding short-term obligations and a 37-year track record of consistent dividend payments, currently yielding 3.19%.

While concerns exist about long-term demand for transportation fuels, Evercore views these worries as "overstated" and projects resilient demand continuing into the 2030s. The firm also highlights how supply rationalization in OECD refining further strengthens Valero’s competitive position in the market. With a moderate debt-to-equity ratio of 0.46 and strong cash flow generation, the company maintains financial flexibility to navigate market cycles.

Valero’s operational excellence, including top-tier utilization and cost control, enables above-average margin capture across market cycles. The company’s renewable diesel segment and growing sustainable aviation fuel exposure offer additional opportunities, though these areas face near-term pressure due to low LCFS and RIN pricing.

Despite Valero stock outperforming during the first half of 2025’s margin recovery, Evercore believes the current valuation already reflects near-term upside potential. The firm projects $7-10 per share earnings power through 2025-2027 and 6-7% average free cash flow yield, offering stable returns.

In other recent news, Valero Energy Corporation has reported a net loss of $595 million for the first quarter of 2025, missing the forecasted earnings per share (EPS) of $0.80. Despite this, the company achieved revenue of $30.26 billion, surpassing expectations. Goldman Sachs recently upgraded Valero’s stock rating from Neutral to Buy, increasing the price target to $154, citing a positive outlook on earnings potential and strategic positioning. In contrast, Raymond James adjusted their price target for Valero to $150 while maintaining a Strong Buy rating, emphasizing the company’s long-term prospects in the refining sector. Additionally, Valero announced changes following its annual stockholders’ meeting, including the retirement of director Robert A. Profusek and the re-election of non-employee directors. The company also faced a temporary suspension of its import permit in Mexico, which was quickly resolved. These developments indicate a dynamic period for Valero, with mixed financial results and strategic adjustments.

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