{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-003974","form_type":"8-K","ticker":"VLO","cik":"0001035002","company_name":"VALERO ENERGY CORP/TX","filed_at":"2026-01-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.432457+00:00","generated_at":"2026-05-16T06:14:53.801934+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Valero Q4 net income $1.1B vs $281M YoY; dividend raised 6% to $1.20/share","bullets":["Adjusted EPS $3.82 for Q4 2025 vs $0.64 in Q4 2024; full-year adjusted EPS $10.61 vs $8.48.","Refining operating income surged to $1.7B from $437M; record refinery throughput of 3.1M bpd.","Quarterly dividend increased to $1.20/share from $1.13 (6% hike) announced Jan 22, 2026.","Stockholder cash returns totaled $1.4B in Q4 and $4.0B for full year 2025.","St. Charles FCC optimization ($230M) on track for H2 2026; debt-to-cap net cash 18%."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-003974","json":"https://secwatch.observer/filing/0001628280-26-003974.json","markdown":"https://secwatch.observer/filing/0001628280-26-003974.md","text":"https://secwatch.observer/filing/0001628280-26-003974.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1035002/000162828026003974/0001628280-26-003974-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1035002/000162828026003974/vlo-20260129.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T06:14:53.801934+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}