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B. Metzler seel. Sohn & Co. AG Makes New Investment in Valvoline $VVV

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Key Points

  • B. Metzler seel. Sohn & Co. AG acquired 93,964 Valvoline shares worth approximately $3.7 million, representing about 0.07% of the company. Institutional investors collectively own 96.13% of Valvoline.
  • Valvoline reported quarterly earnings of $0.57 per share, beating estimates by $0.07, while revenue rose 24.1% year over year to $544.6 million. The company maintained fiscal 2026 EPS guidance of $1.70–$1.75.
  • Analysts have a consensus “Moderate Buy” rating and an average price target of $42.88, versus the stock’s reported price of $33.92. Recent targets range from $35 to $47.
  • Five stocks to consider instead of Valvoline.

B. Metzler seel. Sohn & Co. AG bought a new stake in Valvoline (NYSE:VVV - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 93,964 shares of the basic materials company's stock, valued at approximately $3,715,000. B. Metzler seel. Sohn & Co. AG owned approximately 0.07% of Valvoline as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Measured Wealth Private Client Group LLC bought a new position in shares of Valvoline in the first quarter valued at about $28,000. Caitong International Asset Management Co. Ltd raised its stake in Valvoline by 1,621.3% in 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 in the last quarter. Cedar Mountain Advisors LLC acquired a new stake in Valvoline in the 1st quarter worth about $42,000. Vestor Capital LLC boosted its holdings in Valvoline by 169.4% in 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. increased its stake in Valvoline by 20.3% during the 4th quarter. UMB Bank n.a. now owns 1,906 shares of the basic materials company's stock worth $55,000 after acquiring an additional 321 shares during the period. Institutional investors own 96.13% of the company's stock.

Valvoline Price Performance

Valvoline stock opened at $33.92 on Friday. The business has a 50-day simple moving average of $37.68 and a 200 day simple moving average of $35.87. Valvoline has a 52 week low of $28.50 and a 52 week high of $41.33. The stock has a market cap of $4.33 billion, a price-to-earnings ratio of 42.40 and a beta of 1.00. The company has a quick ratio of 0.58, a current ratio of 0.70 and a debt-to-equity ratio of 3.77.

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

Wall Street Analyst Weigh In

Several brokerages have commented on VVV. Barclays boosted their target price on Valvoline from $35.00 to $41.00 and gave the stock an "equal weight" rating in a research note on Tuesday, July 21st. JPMorgan Chase & Co. raised shares of Valvoline from an "underweight" rating to a "neutral" rating and set a $35.00 price target on the stock in a report on Friday, May 29th. Wells Fargo & Company upped their price objective on shares of Valvoline from $42.00 to $45.00 and gave the stock an "overweight" rating in a research report on Tuesday, July 21st. Piper Sandler reissued an "overweight" rating and issued a $44.00 price objective on shares of Valvoline in a research note on Wednesday, July 29th. Finally, New Street Research set a $47.00 target price on shares of Valvoline in a research report on Monday, July 20th. Twelve investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $42.88.

Check Out Our Latest Research Report on Valvoline

Insider Buying and Selling

In related news, insider Jonathan L. Caldwell sold 2,851 shares of the firm's stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $40.00, for a total value of $114,040.00. Following the completion of the transaction, the insider directly owned 20,918 shares of the company's stock, valued at approximately $836,720. This trade represents a 11.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, 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 acquired 1,506 shares of Valvoline stock in a transaction that occurred on Wednesday, August 12th. The stock was purchased at an average cost of $33.20 per share, for a total transaction of $49,999.20. Following the completion of the transaction, the chief accounting officer directly owned 4,121 shares in the company, valued at $136,817.20. This trade represents a 57.59% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.66% of the stock is currently owned by corporate insiders.

Valvoline Company Profile

(Free Report)

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).

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Want to see what other hedge funds are holding VVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Valvoline (NYSE:VVV - Free Report).

Institutional Ownership by Quarter for Valvoline (NYSE:VVV)

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