Vaughan Nelson Investment Management L.P. Has $82.11 Million Stake in Valvoline $VVV

Vaughan Nelson Investment Management L.P. reduced its holdings in Valvoline (NYSE:VVV) by 6.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,286,418 shares of the basic materials company’s stock after selling 166,490 shares during the period. Vaughan Nelson Investment Management L.P. owned 1.80% of Valvoline worth $82,105,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Maseco LLP acquired a new stake in shares of Valvoline in the second quarter valued at about $27,000. Elevation Point Wealth Partners LLC acquired a new stake in shares of Valvoline in the 2nd quarter valued at approximately $43,000. Parallel Advisors LLC grew its stake in shares of Valvoline by 67.5% in the second quarter. Parallel Advisors LLC now owns 1,164 shares of the basic materials company’s stock valued at $44,000 after buying an additional 469 shares in the last quarter. Steph & Co. acquired a new position in Valvoline during the second quarter worth $45,000. Finally, EverSource Wealth Advisors LLC raised its position in Valvoline by 90.1% during the second quarter. EverSource Wealth Advisors LLC now owns 1,458 shares of the basic materials company’s stock worth $55,000 after acquiring an additional 691 shares in the last quarter. 96.13% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, insider Julie Marie O’daniel sold 3,200 shares of the firm’s stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $31.88, for a total value of $102,016.00. Following the transaction, the insider owned 17,251 shares in the company, valued at approximately $549,961.88. This trade represents a 15.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Lori Ann Flees bought 4,500 shares of the firm’s stock in a transaction on Monday, November 24th. The stock was purchased at an average cost of $30.82 per share, for a total transaction of $138,690.00. Following the completion of the acquisition, the chief executive officer owned 69,267 shares in the company, valued at approximately $2,134,808.94. This trade represents a 6.95% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.66% of the stock is currently owned by company insiders.

Valvoline Stock Performance

NYSE VVV opened at $30.35 on Wednesday. The firm has a 50-day moving average price of $30.84 and a two-hundred day moving average price of $35.08. Valvoline has a 12-month low of $28.50 and a 12-month high of $41.33. The company has a market capitalization of $3.86 billion, a P/E ratio of 18.51 and a beta of 1.18. The company has a quick ratio of 0.58, a current ratio of 0.70 and a debt-to-equity ratio of 3.10.

Valvoline (NYSE:VVV) last released its quarterly earnings results on Wednesday, November 19th. The basic materials company reported $0.45 earnings per share for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.02). The business had revenue of $453.80 million during the quarter, compared to analyst estimates of $455.70 million. Valvoline had a net margin of 12.32% and a return on equity of 72.49%. During the same quarter in the previous year, the firm posted $0.46 earnings per share. Valvoline has set its FY 2026 guidance at 1.600-1070.000 EPS. Analysts anticipate that Valvoline will post 1.63 earnings per share for the current year.

Wall Street Analyst Weigh In

VVV has been the subject of a number of recent analyst reports. Piper Sandler cut their price objective on Valvoline from $50.00 to $41.00 and set an “overweight” rating for the company in a research report on Thursday, November 20th. TD Cowen reduced their target price on shares of Valvoline from $45.00 to $37.00 and set a “buy” rating for the company in a report on Thursday, November 20th. Zacks Research downgraded shares of Valvoline from a “hold” rating to a “strong sell” rating in a research report on Friday, November 21st. Jefferies Financial Group assumed coverage on Valvoline in a report on Wednesday, December 17th. They set a “buy” rating and a $40.00 price objective for the company. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Valvoline in a research note on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $38.87.

Valvoline Company Profile

Valvoline (NYSE: VVV) is a leading global producer and distributor of automotive and industrial lubricants. The company’s portfolio spans engine oils, gear oils, transmission fluids, greases, coolants and driveline products, all designed to help improve vehicle performance and longevity. Valvoline’s products are marketed under the Valvoline®, Valvoline NextGen® and Valvoline™ SynPower® brand names and are formulated to meet the stringent requirements of passenger cars, light trucks, heavy‐duty vehicles and off‐road applications.

In addition to its core lubricant business, Valvoline operates one of North America’s largest quick‐lubricant service networks through Valvoline Instant Oil Change℠ (VIOC).