Corient Private Wealth LLC Sells 23,505 Shares of Valvoline $VVV

Corient Private Wealth LLC trimmed its position in Valvoline (NYSE:VVV) by 31.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 51,755 shares of the basic materials company’s stock after selling 23,505 shares during the quarter. Corient Private Wealth LLC’s holdings in Valvoline were worth $1,960,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Russell Investments Group Ltd. raised its holdings in shares of Valvoline by 11.5% in the first quarter. Russell Investments Group Ltd. now owns 59,093 shares of the basic materials company’s stock valued at $2,057,000 after acquiring an additional 6,109 shares in the last quarter. Raymond James Financial Inc. raised its holdings in shares of Valvoline by 121.0% in the 1st quarter. Raymond James Financial Inc. now owns 575,320 shares of the basic materials company’s stock valued at $20,027,000 after purchasing an additional 314,958 shares in the last quarter. Hsbc Holdings PLC lifted its position in shares of Valvoline by 289.4% in the 1st quarter. Hsbc Holdings PLC now owns 54,073 shares of the basic materials company’s stock worth $1,878,000 after purchasing an additional 40,188 shares during the period. Jump Financial LLC bought a new position in shares of Valvoline during the first quarter valued at approximately $322,000. Finally, B. Metzler seel. Sohn & Co. AG boosted its stake in shares of Valvoline by 16.9% during the first quarter. B. Metzler seel. Sohn & Co. AG now owns 126,398 shares of the basic materials company’s stock valued at $4,400,000 after purchasing an additional 18,256 shares in the last quarter. Hedge funds and other institutional investors own 96.13% of the company’s stock.

Valvoline Price Performance

Shares of NYSE VVV opened at $29.84 on Wednesday. Valvoline has a fifty-two week low of $29.29 and a fifty-two week high of $41.33. The company has a market cap of $3.80 billion, a PE ratio of 18.20 and a beta of 1.17. The company has a debt-to-equity ratio of 3.10, a quick ratio of 0.58 and a current ratio of 0.70. The business has a 50-day simple moving average of $31.77 and a two-hundred day simple moving average of $35.55.

Valvoline (NYSE:VVV) last posted its quarterly earnings data on Wednesday, November 19th. The basic materials company reported $0.45 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.47 by ($0.02). The company had revenue of $453.80 million for 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 last year, the company earned $0.46 EPS. Valvoline has set its FY 2026 guidance at 1.600-1070.000 EPS. As a group, equities analysts expect that Valvoline will post 1.63 EPS for the current fiscal year.

Insiders Place Their Bets

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

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the stock. Piper Sandler reduced their price objective on shares of Valvoline from $50.00 to $41.00 and set an “overweight” rating for the company in a research note on Thursday, November 20th. Jefferies Financial Group began coverage on Valvoline in a research note on Wednesday, December 17th. They set a “buy” rating and a $40.00 price objective for the company. Robert W. Baird dropped their price objective on Valvoline from $44.00 to $40.00 and set an “outperform” rating on the stock in a research report on Thursday, November 20th. Zacks Research downgraded shares of Valvoline from a “hold” rating to a “strong sell” rating in a report on Friday, November 21st. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Valvoline in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $38.87.

About Valvoline

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).