Everett Harris & Co. CA Invests $4.39 Million in Valvoline $VVV

Everett Harris & Co. CA bought a new position in Valvoline (NYSE:VVV) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 111,065 shares of the basic materials company’s stock, valued at approximately $4,392,000. Everett Harris & Co. CA owned 0.09% of Valvoline at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of VVV. Measured Wealth Private Client Group LLC bought a new stake in Valvoline during the first quarter valued at about $28,000. Caitong International Asset Management Co. Ltd lifted its position in shares of Valvoline by 1,621.3% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 1,050 shares of the basic materials company’s stock worth $38,000 after purchasing an additional 989 shares during the last quarter. Cedar Mountain Advisors LLC acquired a new position in shares of Valvoline during the 1st quarter worth about $42,000. Vestor Capital LLC boosted its stake in Valvoline by 169.4% during the 1st quarter. Vestor Capital LLC now owns 1,646 shares of the basic materials company’s stock valued at $55,000 after purchasing an additional 1,035 shares during the period. Finally, UMB Bank n.a. grew its holdings in Valvoline by 20.3% in the 4th quarter. UMB Bank n.a. now owns 1,906 shares of the basic materials company’s stock valued at $55,000 after buying an additional 321 shares during the last quarter. Institutional investors and hedge funds own 96.13% of the company’s stock.

Insiders Place Their Bets

In other Valvoline news, insider Jonathan L. Caldwell sold 2,851 shares of the business’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $40.00, for a total value of $114,040.00. Following the transaction, the insider owned 20,918 shares of the company’s stock, valued at approximately $836,720. The trade was a 11.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jordan M. Denny bought 1,506 shares of the firm’s stock in a transaction dated Wednesday, August 12th. The shares were acquired at an average price of $33.20 per share, for a total transaction of $49,999.20. Following the acquisition, the chief accounting officer directly owned 4,121 shares of the company’s stock, valued at approximately $136,817.20. The trade was a 57.59% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 0.66% of the company’s stock.

Valvoline Price Performance

Shares of Valvoline stock opened at $34.07 on Friday. The company has a current ratio of 0.70, a quick ratio of 0.58 and a debt-to-equity ratio of 3.77. The stock has a market capitalization of $4.35 billion, a price-to-earnings ratio of 42.59 and a beta of 1.00. Valvoline has a 1-year low of $28.50 and a 1-year high of $41.33. The firm’s 50-day moving average price is $38.00 and its two-hundred day moving average price is $35.83.

Valvoline (NYSE:VVV) last posted its quarterly earnings data on Wednesday, August 5th. The basic materials company reported $0.57 earnings per share for the quarter, topping the consensus estimate of $0.50 by $0.07. The company had revenue of $544.60 million during the quarter, compared to analyst estimates of $543.21 million. Valvoline had a net margin of 5.17% and a return on equity of 65.12%. The company’s revenue was up 24.1% on a year-over-year basis. During the same quarter last year, the business posted $0.47 earnings per share. Valvoline has set its FY 2026 guidance at 1.700-1.750 EPS. On average, equities analysts predict that Valvoline will post 1.76 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on VVV. JPMorgan Chase & Co. upgraded Valvoline from an “underweight” rating to a “neutral” rating and set a $35.00 price target for the company in a report on Friday, May 29th. Wells Fargo & Company increased their price target on shares of Valvoline from $42.00 to $45.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. New Street Research set a $47.00 price objective on shares of Valvoline in a research report on Monday, July 20th. Roth Capital reaffirmed a “buy” rating and issued a $46.00 price target on shares of Valvoline in a report on Friday, May 8th. Finally, Piper Sandler restated an “overweight” rating and set a $44.00 price objective on shares of Valvoline in a research report on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $42.56.

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).