Ultime notizie per Valero Energy (NYSE:VLO) Azioni

Valero Energy

Valero Energy is one of the largest independent refiners in the United States. It operates 15 refineries, with a total throughput capacity of 3.2 million barrels a day in the US, Canada, and the United Kingdom. Valero also owns 12 ethanol plants with capacity of 1.6 billion gallons a year and holds a 50% stake in Diamond Green Diesel, which has the capacity to produce 1.2 billion gallons per year of renewable diesel.

Valero Energy Corp

Vallourec SA

VALERO ENERGY ORD

Scotiabank analyst Paul Cheng maintains Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) with a Sector Outperform and lowers the price target from $173 to $141.

News

Price Target

Analyst Ratings

Scotiabank Maintains Sector Outperform on Valero Energy, Lowers Price Target to $141

Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) has been analyzed by 12 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">7</td>
<td style="text-align: right;">4</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">4</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $157.75, a high estimate of $175.00, and a low estimate of $123.00. This current average represents a 5.68% decrease from the previous average price target of $167.25. 
<img src="https://www.benzinga.com/files/images/story/2024/1728486011_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
A clear picture of Valero Energy's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Roger Read</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$165.00</td>
<td>$172.00</td>
</tr>
<tr>
<td>Phillip Jungwirth</td>
<td>BMO Capital</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$165.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Theresa Chen</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$146.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>John Royall</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$151.00</td>
<td>$172.00</td>
</tr>
<tr>
<td>Ryan Todd</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$123.00</td>
<td>$169.00</td>
</tr>
<tr>
<td>Neil Mehta</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Sell</td>
<td>$131.00</td>
<td>$149.00</td>
</tr>
<tr>
<td>Nitin Kumar</td>
<td>Mizuho</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$171.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Roger Read</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$172.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Roger Read</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$165.00</td>
<td>$156.00</td>
</tr>
<tr>
<td>Nitin Kumar</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$175.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Paul Cheng</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Outperform</td>
<td>$173.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Roger Read</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$156.00</td>
<td>$179.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Valero Energy. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Valero Energy compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Valero Energy's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Valero Energy's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/VLO/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Valero Energy analyst ratings.</a>
<h2>Get to Know Valero Energy Better</h2>
Valero Energy is one of the largest independent refiners in the United States. It operates 15 refineries, with a total throughput capacity of 3.2 million barrels a day in the US, Canada, and the United Kingdom. Valero also owns 12 ethanol plants with capacity of 1.6 billion gallons a year and holds a 50% stake in Diamond Green Diesel, which has the capacity to produce 1.2 billion gallons per year of renewable diesel.
<h3>Financial Insights: Valero Energy</h3>
Market Capitalization: Positioned above industry average, the company's market capitalization underscores its superiority in size, indicative of a strong market presence.
Negative Revenue Trend: Examining Valero Energy's financials over 3 months reveals challenges. As of 30 June, 2024, the company experienced a decline of approximately -0.06% in revenue growth, reflecting a decrease in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Energy sector.
Net Margin: Valero Energy's net margin is impressive, surpassing industry averages. With a net margin of 2.54%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Valero Energy's ROE stands out, surpassing industry averages. With an impressive ROE of 3.41%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Valero Energy's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.39% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.42.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Valero Energy Stock: A Deep Dive Into Analyst Perspectives (12 Ratings)

Wells Fargo analyst Roger Read upgrades Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) from Equal-Weight to Overweight and lowers the price target from $172 to $165.

Upgrades

Wells Fargo Upgrades Valero Energy to Overweight, Lowers Price Target to $165

After starting the week with a negative session, U.S. markets rebounded on Tuesday, driven by falling oil prices, which helped alleviate concerns about a <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41234471/september-inflation-preview-traders-brace-for-market-jitters-as-crucial-report-loom">potential resurgence in inflation.</a>
Crude oil dropped as much as 5% on the day, weighed down by China&#8217;s lack of additional fiscal stimulus and a de-escalation in geopolitical tensions between Israel and Iran.
At the same time, Treasury yields paused their recent climb, offering further relief to investors.
Optimism surrounding the upcoming earnings season also buoyed traders, leading to renewed buying in tech stocks and key AI-linked companies. The S&amp;P 500 gained 0.8%, the Nasdaq 100 rallied 1.3% on the back of semiconductor strength, while the Russell 2000 posted a more modest 0.4% rise.
The Magnificent Seven stocks—Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Amazon Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)—were all in the green, collectively adding around $250 billion in market capitalization and inching closer to a combined market value of $16 trillion.
Meanwhile, the CBOE Volatility Index (VIX), often referred to as Wall Street&#8217;s &#8220;fear gauge,&#8221; fell 6%, reversing a sharp 17% spike from Monday.
Commodity markets weren&#8217;t spared from the broader Chinese-led sell-off, with metal prices taking a hit. Gold dropped 1.2%, while silver plunged over 4%, both reacting to China&#8217;s underwhelming stimulus news.
In the crypto space, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) rose 0.5%, trading at $62,479.
<h3 class="wp-block-heading">Tuesday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>20,051.16</td>
<td>1.3%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,742.69</td>
<td>0.8%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,201.50</td>
<td>0.4%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,017.06</td>
<td>0.1%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:50 p.m. ET</figcaption></figure>
According to <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent100824&amp;t=be2bearmibe3na1">Benzinga Pro</a> data: 
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)&nbsp;edged 0.7% higher to $571.68.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;inched 0.1% up to $420.10.</li>
<li>The tech-heavy Invesco QQQ Trust Series (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) rose 1.2% to $487.35.</li>
<li>The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rose 0.3% to $218.07.</li>
<li>The Technology Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 1.6%. The Energy Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) lagged, down 2.9%.</li>
</ul>
<h3 class="wp-block-heading">Tuesday&#8217;s Stock Movers</h3>
<ul>
<li>Palo Alto Networks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) rallied 5% after Goldman Sachs raised its price target from $376 to $425.</li>
<li>Lower oil prices triggered rallies in cruise lines and airlines. Carnival Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCL#NYSE">CCL</a>) rose 4.5%, Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) gained 3.8%, American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) climbed 3.7%, and Delta Air Lines Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) added 2.8%.</li>
<li>The energy and materials stocks that fell the most on Tuesday included Marathon Petroleum Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MPC#NYSE">MPC</a>), down 7.8%, Freeport McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>), down 5.2%, and Valero Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>), down 4.9%.</li>
<li>Docusign Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOCU#NYSE">DOCU</a>) rallied 8.3% after it was announced that it would join the S&amp;P MidCap 400.</li>
<li>PepsiCo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>) rose 0.6% in reaction to its quarterly earnings. </li>
</ul>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/10/41225048/pepsico-adjusts-2024-revenue-expectations-after-mixed-q3-performance-and-global-challenges">PepsiCo Adjusts 2024 Revenue Expectations After Mixed Q3 Performance And Global Challenges</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

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Equities

Macro Economic Events

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Broad U.S. Equity ETFs

New ETFs

Econ #s

Economics

Tech

ETFs

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SPDR Dow Jones Industrial Average ETF Trust

DOCU

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Stocks Rally As Oil Prices Tumble; Tech, Chipmakers Lead As Traders Focus On AI Winners Before Earnings Season: What's Driving Markets Tuesday?

BMO Capital analyst Phillip Jungwirth maintains Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) with a Outperform and lowers the price target from $175 to $165.

BMO Capital Maintains Outperform on Valero Energy, Lowers Price Target to $165

WIIM

AMTX

LTBR

VGAS

Shares of oil and gas companies are trading higher following a report suggesting that President Biden said the US Is "discussing" potential support for Israel striking Iran's oil facilities.

Barclays analyst Theresa Chen maintains Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) with a Overweight and lowers the price target from $165 to $146.

Barclays Maintains Overweight on Valero Energy, Lowers Price Target to $146

JP Morgan analyst John Royall maintains Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) with a Overweight and lowers the price target from $172 to $151.

JP Morgan Maintains Overweight on Valero Energy, Lowers Price Target to $151

Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) has outperformed the market over the past 20 years by 1.43% on an annualized basis producing an average annual return of 9.87%. Currently, Valero Energy has a market capitalization of $42.93 billion. 
Buying $100 In VLO: If an investor had bought $100 of VLO stock 20 years ago, it would be worth $645.01 today based on a price of $134.00 for VLO at the time of writing.
<h3>Valero Energy's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727813026_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

$100 Invested In This Stock 20 Years Ago Would Be Worth $600 Today

Financial giants have made a conspicuous bearish move on Valero Energy. Our analysis of options history for Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) revealed 8 unusual trades.
Delving into the details, we found 37% of traders were bullish, while 62% showed bearish tendencies. Out of all the trades we spotted, 2 were puts, with a value of $75,500, and 6 were calls, valued at $204,499.
<h3>Projected Price Targets</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $110.0 to $150.0 for Valero Energy over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Valero Energy's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Valero Energy's whale trades within a strike price range from $110.0 to $150.0 in the last 30 days. 
<h3>Valero Energy Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727811069_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>VLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/04/24</td>
<td>$2.91</td>
<td>$1.0</td>
<td>$1.0</td>
<td>$138.00</td>
<td>$45.5K</td>
<td>108</td>
<td style="text-align: right;">645</td>
</tr>
<tr>
<td>VLO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/18/24</td>
<td>$4.35</td>
<td>$4.3</td>
<td>$4.3</td>
<td>$137.00</td>
<td>$43.0K</td>
<td>159</td>
<td style="text-align: right;">73</td>
</tr>
<tr>
<td>VLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$3.8</td>
<td>$3.7</td>
<td>$3.7</td>
<td>$137.00</td>
<td>$37.0K</td>
<td>171</td>
<td style="text-align: right;">243</td>
</tr>
<tr>
<td>VLO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$3.75</td>
<td>$3.6</td>
<td>$3.62</td>
<td>$150.00</td>
<td>$36.2K</td>
<td>30.3K</td>
<td style="text-align: right;">115</td>
</tr>
<tr>
<td>VLO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/18/24</td>
<td>$3.3</td>
<td>$3.25</td>
<td>$3.25</td>
<td>$135.00</td>
<td>$32.5K</td>
<td>1.3K</td>
<td style="text-align: right;">107</td>
</tr>
</tbody>
</table>

<h3>About Valero Energy</h3>
Valero Energy is one of the largest independent refiners in the United States. It operates 15 refineries, with a total throughput capacity of 3.2 million barrels a day in the US, Canada, and the United Kingdom. Valero also owns 12 ethanol plants with capacity of 1.6 billion gallons a year and holds a 50% stake in Diamond Green Diesel, which has the capacity to produce 1.2 billion gallons per year of renewable diesel.
In light of the recent options history for Valero Energy, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Present Market Standing of Valero Energy</h3>
<ul>
<li>With a volume of 2,116,758, the price of VLO is up 1.61% at $137.21. </li>
<li>RSI indicators hint that the underlying stock is currently neutral between overbought and oversold.</li>
<li>Next earnings are expected to be released in 23 days.</li>
</ul>
<h3>What Analysts Are Saying About Valero Energy</h3>
In the last month, 4 experts released ratings on this stock with an average target price of $149.25.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; In a cautious move, an analyst from Piper Sandler downgraded its rating to Neutral, setting a price target of $123. 
&#x2A; An analyst from Wells Fargo persists with their Equal-Weight rating on Valero Energy, maintaining a target price of $172. 
&#x2A; Consistent in their evaluation, an analyst from Mizuho keeps a Outperform rating on Valero Energy with a target price of $171. 
&#x2A; Maintaining their stance, an analyst from Goldman Sachs continues to hold a Sell rating for Valero Energy, targeting a price of $131. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Valero Energy options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Options

Markets

Looking At Valero Energy's Recent Unusual Options Activity

Investors with a lot of money to spend have taken a bullish stance on Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with VLO, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 9 uncommon options trades for Valero Energy.
This isn't normal.
The overall sentiment of these big-money traders is split between 77% bullish and 22%, bearish.
Out of all of the special options we uncovered, 6 are puts, for a total amount of $360,876, and 3 are calls, for a total amount of $102,330.
<h3>Expected Price Movements</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $110.0 to $150.0 for Valero Energy over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
In today's trading context, the average open interest for options of Valero Energy stands at 4645.71, with a total volume reaching 901.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Valero Energy, situated within the strike price corridor from $110.0 to $150.0, throughout the last 30 days.
<h3>Valero Energy Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727109930_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th style="text-align: right;">Open Interest</th>
<th style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>VLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$8.6</td>
<td>$8.4</td>
<td>$8.45</td>
<td>$110.00</td>
<td>$122.4K</td>
<td style="text-align: right;">306</td>
<td style="text-align: right;">122</td>
</tr>
<tr>
<td>VLO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$8.5</td>
<td>$8.35</td>
<td>$8.42</td>
<td>$110.00</td>
<td>$68.0K</td>
<td style="text-align: right;">306</td>
<td style="text-align: right;">81</td>
</tr>
<tr>
<td>VLO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$14.8</td>
<td>$14.55</td>
<td>$14.55</td>
<td>$140.00</td>
<td>$65.4K</td>
<td style="text-align: right;">219</td>
<td style="text-align: right;">45</td>
</tr>
<tr>
<td>VLO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$12.05</td>
<td>$11.8</td>
<td>$11.8</td>
<td>$135.00</td>
<td>$53.1K</td>
<td style="text-align: right;">846</td>
<td style="text-align: right;">51</td>
</tr>
<tr>
<td>VLO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$4.7</td>
<td>$4.6</td>
<td>$4.6</td>
<td>$145.00</td>
<td>$43.6K</td>
<td style="text-align: right;">791</td>
<td style="text-align: right;">101</td>
</tr>
</tbody>
</table>

<h3>About Valero Energy</h3>
Valero Energy is one of the largest independent refiners in the United States. It operates 15 refineries, with a total throughput capacity of 3.2 million barrels a day in the US, Canada, and the United Kingdom. Valero also owns 12 ethanol plants with capacity of 1.6 billion gallons a year and holds a 50% stake in Diamond Green Diesel, which has the capacity to produce 1.2 billion gallons per year of renewable diesel.
<h3>Present Market Standing of Valero Energy</h3>
<ul>
<li>Currently trading with a volume of 962,494, the VLO's price is down by -0.5%, now at $133.79. </li>
<li>RSI readings suggest the stock is currently may be approaching oversold.</li>
<li>Anticipated earnings release is in 31 days.</li>
</ul>
<h3>What Analysts Are Saying About Valero Energy</h3>
In the last month, 4 experts released ratings on this stock with an average target price of $149.25.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Mizuho keeps a Outperform rating on Valero Energy with a target price of $171. 
&#x2A; An analyst from Goldman Sachs persists with their Sell rating on Valero Energy, maintaining a target price of $131. 
&#x2A; Reflecting concerns, an analyst from Piper Sandler lowers its rating to Neutral with a new price target of $123. 
&#x2A; Maintaining their stance, an analyst from Wells Fargo continues to hold a Equal-Weight rating for Valero Energy, targeting a price of $172. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Valero Energy, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Valero Energy's Options: A Look at What the Big Money is Thinking

Valero Energy shares are trading lower after Piper Sandler downgraded the stock from Overweight to Neutral and lowered its price target from $169 to $123.

Throughout the last three months, 11 analysts have evaluated Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>), offering a diverse set of opinions from bullish to bearish.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">6</td>
<td style="text-align: right;">4</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">5</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $161.27, a high estimate of $175.00, and a low estimate of $123.00. Observing a downward trend, the current average is 3.85% lower than the prior average price target of $167.73. 
<img src="https://www.benzinga.com/files/images/story/2024/1726840909_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
A clear picture of Valero Energy's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ryan Todd</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$123.00</td>
<td>$169.00</td>
</tr>
<tr>
<td>Neil Mehta</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Sell</td>
<td>$131.00</td>
<td>$149.00</td>
</tr>
<tr>
<td>Nitin Kumar</td>
<td>Mizuho</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$171.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Roger Read</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$172.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Roger Read</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$165.00</td>
<td>$156.00</td>
</tr>
<tr>
<td>Nitin Kumar</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$175.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Paul Cheng</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Outperform</td>
<td>$173.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Roger Read</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$156.00</td>
<td>$179.00</td>
</tr>
<tr>
<td>Theresa Chen</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$165.00</td>
<td>$171.00</td>
</tr>
<tr>
<td>John Royall</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$172.00</td>
<td>$178.00</td>
</tr>
<tr>
<td>Theresa Chen</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$171.00</td>
<td>$173.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Valero Energy. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Valero Energy compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of Valero Energy's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Valero Energy's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/VLO/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Valero Energy analyst ratings.</a>
<h2>Discovering Valero Energy: A Closer Look</h2>
Valero Energy is one of the largest independent refiners in the United States. It operates 15 refineries, with a total throughput capacity of 3.2 million barrels a day in the US, Canada, and the United Kingdom. Valero also owns 12 ethanol plants with capacity of 1.6 billion gallons a year and holds a 50% stake in Diamond Green Diesel, which has the capacity to produce 1.2 billion gallons per year of renewable diesel.
<h3>Breaking Down Valero Energy's Financial Performance</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Decline in Revenue: Over the 3 months period, Valero Energy faced challenges, resulting in a decline of approximately -0.06% in revenue growth as of 30 June, 2024. This signifies a reduction in the company's top-line earnings. When compared to others in the Energy sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Valero Energy's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 2.54% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 3.41%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Valero Energy's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.39% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Valero Energy's debt-to-equity ratio is below the industry average. With a ratio of 0.42, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Breaking: Wall Street's Next Big Mover
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Expert Ratings For Valero Energy

Piper Sandler analyst Ryan Todd downgrades Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) from Overweight to Neutral and lowers the price target from $169 to $123.

Downgrades

Piper Sandler Downgrades Valero Energy to Neutral, Lowers Price Target to $123

Valero Energy's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) short percent of float has fallen 4.01% since its last report. The company recently reported that it has 12.97 million shares sold short, which is 4.07% of all regular shares that are available for trading. Based on its trading volume, it would take traders 5.35 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Valero Energy Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1726502425_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Valero Energy has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Valero Energy's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Valero Energy's peer group average for short interest as a percentage of float is 6.61%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Peering Into Valero Energy's Recent Short Interest

Goldman Sachs analyst Neil Mehta maintains Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) with a Sell and lowers the price target from $149 to $131.

Goldman Sachs Maintains Sell on Valero Energy, Lowers Price Target to $131

Mizuho analyst Nitin Kumar maintains Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) with a Outperform and lowers the price target from $175 to $171.

Mizuho Maintains Outperform on Valero Energy, Lowers Price Target to $171

Hurricane Francine, currently <a href="https://www.benzinga.com/markets/equities/24/08/40259269/storm-debby-headed-for-nyc-highly-populated-areas-as-catastrophic-flooding-persists">approaching Louisiana&#8217;s coast</a>, is expected to make landfall in the late afternoon and early evening as a Category 1 storm.
The storm&#8217;s northern eyewall was about 95 miles southwest of Morgan City, Louisiana at 2 p.m. ET. NBC News reports sustained wind speeds of 90 miles per hour as it moves northeast at 16 miles per hour.
Francine may develop into a Category 2 storm with winds between 96 and 110 miles per hour, according to meteorologists. It&#8217;s expected to reach land between Avery Island and Houma, Louisiana between 4 p.m. and 8 p.m. ET.
Read Also: <a href="https://www.benzinga.com/24/08/40224567/as-tropical-storm-debby-hits-south-carolina-bettors-predict-an-aggressive-hurricane-season-will-it-b">As Tropical Storm Debby Hits South Carolina, Bettors Predict An Aggressive Hurricane Season</a>
Hurricane Francine is likely to make landfall between Avery Island and Houma, Louisiana, between 4 p.m. and 8 p.m. ET Wednesday.
A hurricane warning is in effect across most of the Louisiana coastline, while a storm surge warning covers the area from High Island, near Houston, all the way to the Mississippi and Alabama border.
A state of emergency has been declared by the governors of both Louisiana and Mississippi, with many local leaders ordering or strongly recommending that towns and cities evacuate low-lying, coastal areas.
Flights from New Orleans International Airport were canceled at 12 p.m. ET.
President Joe Biden approved an emergency declaration for Louisiana, making federal disaster assistance available to the state, the Federal Emergency Management Agency said Wednesday.
&#8220;The President's action authorizes FEMA to coordinate disaster relief efforts to alleviate the hardship and suffering caused by the emergency on the local population and to provide appropriate assistance to save lives, to protect property, public health and safety and to lessen or avert the threat of a catastrophe in the designated areas,&#8221; the agency said.
Exxon Mobil Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>) said <a href="https://www.benzinga.com/markets/equities/24/09/40814667/exxon-other-us-oil-majors-brace-for-tropical-storm-francine-report">earlier on Wednesday</a> that it plans to cut production at its Baton Rouge, Louisiana, refinery to as low as 20% of its 522,500 barrel-per-day capacity by Wednesday in anticipation of the hurricane.
Price Action: Oil companies that operate refineries on the Louisiana coast mostly fell into Wednesday&#8217;s late-afternoon trading.
<ul>
<li>Exxon Mobil slipped 0.66% to $110.08</li>
<li>Marathon Petroleum Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MPC#NYSE">MPC</a>) slipped 2.64% to $159.22</li>
<li>Shell plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHEL#NYSE">SHEL</a>) gained 0.55% to $66.26</li>
<li>Valero Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) went down 2.24% to $133.04</li>
<li>Phillips 66 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSX#NYSE">PSX</a>) declined 1.29% to $125.242</li>
</ul>
Read Now:
<ul>
<li><a href="https://www.benzinga.com/news/24/07/39581491/whats-going-on-with-cruise-stocks-as-category-4-hurricane-beryl-churns-in-the-caribbean">What&#8217;s Going On With Cruise Stocks As Category 4 Hurricane Beryl Churns In the Caribbean?</a></li>
</ul>
Image: Shutterstock

Government

SHEL

Hurricane Francine Approaches Louisiana Coast With Category 2 Storm Potential, Local Oil Refineries Cut Production

Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>) has outperformed the market over the past 15 years by 2.36% on an annualized basis producing an average annual return of 13.83%. Currently, Valero Energy has a market capitalization of $43.02 billion. 
Buying $1000 In VLO: If an investor had bought $1000 of VLO stock 15 years ago, it would be worth $7,112.02 today based on a price of $134.28 for VLO at the time of writing.
<h3>Valero Energy's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1725993020_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In This Stock 15 Years Ago Would Be Worth $7,100 Today

Designed to provide broad exposure to the Energy ETFs category of the market, the First Trust Energy AlphaDEX ETF (ARCA:FXN) is a smart beta exchange traded fund launched on 05/08/2007.
<h2>What Are Smart Beta ETFs?</h2>
Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.
Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns.
On the other hand, some investors who believe that it is possible to beat the market by superior stock selection opt to invest in another class of funds that track non-cap weighted strategies--popularly known as smart beta.
This kind of index follows this same mindset, as it attempts to pick stocks that have better chances of risk-return performance; non-cap weighted strategies base selection on certain fundamental characteristics, or a mix of such characteristics.
Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.
<h2>Fund Sponsor &amp; Index</h2>
FXN is managed by First Trust Advisors, and this fund has amassed over $478.36 million, which makes it one of the larger ETFs in the Energy ETFs. This particular fund, before fees and expenses, seeks to match the performance of the StrataQuant Energy Index.
The StrataQuant Energy Index is a modified equal-dollar weighted index designed by the AMEX to objectively identify and select stocks from the Russell 1000 Index that may generate positive alpha relative to traditional passive style indices through the use of the AlphaDEX screening methodology.
<h2>Cost &amp; Other Expenses</h2>
Investors should also pay attention to an ETF&#39;s expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.
Operating expenses on an annual basis are 0.62% for this ETF, which makes it on par with most peer products in the space.
The fund has a 12-month trailing dividend yield of 2.02%.
<h2>Sector Exposure and Top Holdings</h2>
Most ETFs are very transparent products, and disclose their holdings on a daily basis. ETFs also offer diversified exposure, which minimizes single stock risk, though it&#39;s still important for investors to research a fund&#39;s holdings.
This ETF has heaviest allocation in the Energy sector - about 99.10% of the portfolio.
Looking at individual holdings, Valero Energy Corporation (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/vlo#NYSE">VLO</a>) accounts for about 4.23% of total assets, followed by Matador Resources Company (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/mtdr#NYSE">MTDR</a>) and Nov Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/nov#NYSE">NOV</a>).
Its top 10 holdings account for approximately 39.22% of FXN&#39;s total assets under management.
<h2>Performance and Risk</h2>
The ETF has gained about 1.68% so far this year and is down about -4.04% in the last one year (as of 09/04/2024). In the past 52-week period, it has traded between $15.73 and $19.35.
The fund has a beta of 1.61 and standard deviation of 28.88% for the trailing three-year period, which makes FXN a high risk choice in this particular space. With about 41 holdings, it has more concentrated exposure than peers.
<h2>Alternatives</h2>
First Trust Energy AlphaDEX ETF is an excellent option for investors seeking to outperform the Energy ETFs segment of the market. There are other ETFs in the space which investors could consider as well.
Vanguard Energy ETF (ARCA:VDE) tracks MSCI US Investable Market Energy 25/50 Index and the Energy Select Sector SPDR ETF (ARCA:XLE) tracks Energy Select Sector Index. Vanguard Energy ETF has $8.22 billion in assets, Energy Select Sector SPDR ETF has $36.48 billion. VDE has an expense ratio of 0.10% and XLE charges 0.09%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Energy ETFs.
<a href="https://www.zacks.com/stock/news/2331117/is-first-trust-energy-alphadex-etf-fxn-a-strong-etf-right-now?cid=CS-BENZ-FT-smart_beta_etf-2331117">To read this article on Zacks.com click here.</a>

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