Envestnet Asset Management Inc. Has $5.83 Million Stake in Valvoline $VVV

Envestnet Asset Management Inc. trimmed its position in shares of Valvoline (NYSE:VVV) by 17.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 162,250 shares of the basic materials company’s stock after selling 33,849 shares during the period. Envestnet Asset Management Inc. owned approximately 0.13% of Valvoline worth $5,826,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Bayforest Capital Ltd acquired a new position in shares of Valvoline during the 3rd quarter worth about $39,000. Elevation Point Wealth Partners LLC acquired a new position in shares of Valvoline during the second quarter worth approximately $43,000. EverSource Wealth Advisors LLC boosted its position in shares of Valvoline by 90.1% in the second quarter. EverSource Wealth Advisors LLC now owns 1,458 shares of the basic materials company’s stock valued at $55,000 after acquiring an additional 691 shares during the period. Vestor Capital LLC boosted its position in shares of Valvoline by 39.7% in the second quarter. Vestor Capital LLC now owns 2,300 shares of the basic materials company’s stock valued at $87,000 after acquiring an additional 654 shares during the period. Finally, GAMMA Investing LLC grew its stake in shares of Valvoline by 14.9% in the third quarter. GAMMA Investing LLC now owns 2,348 shares of the basic materials company’s stock worth $84,000 after acquiring an additional 304 shares during the last quarter. 96.13% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the stock. Truist Financial set a $38.00 price target on shares of Valvoline in a report on Monday, January 26th. Wells Fargo & Company upped their price objective on shares of Valvoline from $38.00 to $40.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Zacks Research raised Valvoline from a “strong sell” rating to a “hold” rating in a research report on Monday, January 19th. Wall Street Zen upgraded Valvoline from a “sell” rating to a “hold” rating in a research note on Saturday, February 7th. Finally, Royal Bank Of Canada raised their price objective on Valvoline from $44.00 to $46.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Eleven equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $40.25.

Insiders Place Their Bets

In related news, insider Julie Marie O’daniel sold 3,200 shares of the stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $31.88, for a total transaction of $102,016.00. Following the completion of the sale, the insider owned 17,251 shares in the company, valued at $549,961.88. This trade represents a 15.65% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Lori Ann Flees purchased 4,500 shares of Valvoline stock in a transaction on Monday, November 24th. The stock was purchased at an average price of $30.82 per share, for a total transaction of $138,690.00. Following the completion of the transaction, 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 ownership of the stock. The SEC filing for this purchase provides additional information. 0.66% of the stock is currently owned by company insiders.

Valvoline Stock Performance

NYSE VVV opened at $38.74 on Friday. Valvoline has a twelve month low of $28.50 and a twelve month high of $41.33. The company has a quick ratio of 0.57, a current ratio of 0.70 and a debt-to-equity ratio of 5.31. The stock has a market cap of $4.93 billion, a P/E ratio of 57.83 and a beta of 1.19. The company’s 50-day simple moving average is $32.93 and its 200 day simple moving average is $34.46.

Valvoline (NYSE:VVV) last released its quarterly earnings data on Wednesday, February 4th. The basic materials company reported $0.37 earnings per share for the quarter, beating analysts’ consensus estimates of $0.34 by $0.03. Valvoline had a return on equity of 69.71% and a net margin of 4.91%.The company had revenue of $461.80 million for the quarter, compared to the consensus estimate of $466.87 million. During the same period in the previous year, the business earned $0.32 earnings per share. The company’s quarterly revenue was up 11.5% on a year-over-year basis. Valvoline has set its FY 2026 guidance at 1.600-1.700 EPS. As a group, research analysts forecast that Valvoline will post 1.63 earnings per share for the current fiscal year.

Valvoline 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).