Every material Form 8-K Valero Energy filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Valero Energy agreed to acquire LYB Houston Hub Holdings, which owns an approximately 700-acre facility next to Valero's Houston refinery, from a LyondellBasell subsidiary for $320.5 million, subject to closing adjustments. Valero expects to initially restart 165,000 barrels per day of light sweet crude processing capacity by year-end 2027, and the deal is expected to close by the end of 2026.
Purchase price is $320.5 million, subject to closing adjustments; agreement signed October 29, 2026
Closing depends on customary conditions, including expiration or termination of the Hart-Scott-Rodino antitrust waiting period
Valero expects to initially restart 165,000 barrels per day of light sweet crude capacity by year-end 2027
Company says the acquisition may later support investment in high-complexity, heavy sour crude processing
Valero Energy reported third-quarter 2026 net income attributable to stockholders of $6.8 billion, or $23.89 per share, up from $1.1 billion, or $3.53 per share, a year earlier. Refining operating income of $8.8 billion, up from $1.6 billion, drove the increase, and the company said it repaid $526 million of debt maturities and completed its St. Charles FCC Unit optimization project.
Q3 2026 net income attributable to stockholders was $6.8 billion, or $23.89 per share, versus $1.1 billion, or $3.53 per share, in Q3 2025
Refining operating income was $8.8 billion, compared with $1.6 billion a year earlier; Refining throughput averaged 3.0 million barrels per day
Q3 2026 revenues were $46.1 billion, compared with $32.2 billion in Q3 2025
Repaid $100 million of 7.65% Debentures matured in July and $426 million of 3.400% Senior Notes matured in September
Valero Energy's board increased its size to 11 members on September 17, 2026, and elected Matthew Audette as a director with a term ending at the 2027 annual meeting. Audette, who is President and CFO of LPL Financial Holdings, also joined the board's Audit Committee, and the board approved a $10,000 increase to both the cash retainer and equity grant components of director pay beginning in 2027. The filing covers a board appointment and does not report financial results or changes to operations.
Matt Audette elected to the board on September 17, 2026; board size increased to 11 members
Audette appointed to the Audit Committee, effective immediately
Audette received a pro-rata grant of 372 stock units and a pro-rata annual cash retainer of $101,667
Board approved a $10,000 increase to annual cash retainer and equity grant components beginning in 2027
Valero reported second-quarter 2026 net income attributable to stockholders of $3.7 billion, or $12.62 per share, up from $714 million, or $2.28 per share, a year earlier. Revenue rose to $44.5 billion from $29.9 billion, and the company returned $2.6 billion to stockholders, which matters to shareholders because it shows higher earnings and continued cash returns.
Q2 2026 operating income was $5.2 billion, compared with $997 million in Q2 2025; Refining operating income was $4.5 billion.
Renewable Diesel segment (Diamond Green Diesel joint venture) posted $717 million of operating income, compared with an operating loss of $79 million a year earlier.
Adjusted earnings per share were $12.54, and a regular quarterly dividend of $1.20 per share was declared on July 16, 2026.
Stockholder cash returns totaled $2.6 billion, and the St. Charles FCC Unit optimization project is still expected to begin operations in Q3 2026.
At its May 7, 2026 annual meeting, Valero stockholders re-elected all 10 director nominees, approved the advisory vote on 2025 executive compensation with 92.23% of votes cast for, and ratified KPMG LLP as auditor for 2026. Separately, Senior Vice President Eric A. Fisher told the company he intends to retire on or about July 1, 2026, as part of a succession plan.
Fisher, Senior Vice President Product Supply, Trading and Wholesale, plans to retire on or about July 1, 2026, and will help transition his duties internally.
Each re-elected director received more than 50% support; Deborah P. Majoras had the lowest, at 94.59% of votes cast.
Say-on-pay proposal received 92.23% for; KPMG ratification received 96.54% for.
Non-employee directors received stock unit awards valued at $200,000, vesting at the 2027 annual meeting with a one-year holding period.
Valero reported first-quarter 2026 net income attributable to stockholders of $1.3 billion, or $4.22 per share, compared with a net loss of $595 million, or $1.90 per share, a year earlier, when an asset impairment loss was recorded. Revenues rose to $32.4 billion from $30.3 billion, and stockholder cash returns totaled $938 million. The quarterly dividend was raised 6 percent to $1.20 per share.
Net income attributable to Valero stockholders was $1.263 billion, or $4.22 per share, versus a net loss of $595 million, or $1.90 per share, in Q1 2025.
Revenues were $32.4 billion, up from $30.3 billion in Q1 2025.
Refining operating income was $1.8 billion, compared with an operating loss of $530 million in Q1 2025, which included a $1.131 billion asset impairment loss.
The quarterly cash dividend rose from $1.13 to $1.20 per share on January 22, 2026; Valero issued $850 million of 5.150% Senior Notes due 2036 on March 10, 2026.
On March 5, 2026, Valero Energy entered into an underwriting agreement to issue $850 million of 5.150% Senior Notes due 2036, with closing expected on March 10, 2026. The notes are issued under a 2015 indenture with U.S. Bank Trust Company, National Association, as trustee, and the offering was made under the company's Form S-3 registration statement and a March 5, 2026 prospectus supplement. The filing is a routine debt financing and does not state how the proceeds will be used.
Principal amount of $850 million of 5.150% Senior Notes due 2036
Underwriting agreement dated March 5, 2026, with SMBC Nikko Securities America, Citigroup Global Markets, MUFG Securities Americas and Wells Fargo Securities as representatives
Valero reported fourth-quarter 2025 net income attributable to stockholders of $1.1 billion, or $3.73 per share, up from $281 million, or $0.88 per share, a year earlier. For the full year, net income fell to $2.3 billion, or $7.57 per share, from $2.8 billion, or $8.58 per share, in 2024. The company also raised its quarterly dividend by 6 percent to $1.20 per share.
Q4 2025 adjusted net income was $1.2 billion, or $3.82 per share, versus $207 million, or $0.64 per share, in Q4 2024.
Q4 2025 revenues were $30.4 billion, compared with $30.8 billion in Q4 2024.
Full-year 2025 adjusted net income was $3.3 billion, or $10.61 per share, versus $2.7 billion, or $8.48 per share, in 2024.
Stockholder cash returns totaled $1.4 billion in Q4 2025 and $4.0 billion for the year; the dividend increase took effect after the January 22, 2026 announcement.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Valero Energy filing is on SEC EDGAR ↗. 8-K briefs of other companies →