Broyhill Asset Management LLC Takes Position in Valvoline $VVV

Key Points

• Broyhill Asset Management LLC bought a new position of 100,688 shares of Valvoline (NYSE:VVV) in Q3 — a roughly $3.62 million stake that equals 3.2% of Broyhill’s portfolio and is its 8th-largest holding (about 0.08% of Valvoline).
• Valvoline recently beat Q earnings with $0.37 EPS (vs. $0.34 est.), saw revenue rise 11.5% year-over-year, and set FY2026 guidance of 1.600–1.700 EPS$40.25 (Moderate Buy).
• Insider Julie Marie O'daniel sold 4,312 shares at $38.55 (a 19.34% reduction in her stake); institutional investors now own about 96.13% of Valvoline while insiders hold 0.66%.

Broyhill Asset Management LLC purchased a new position in shares of Valvoline (NYSE:VVV - Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 100,688 shares of the basic materials company's stock, valued at approximately $3,616,000. Valvoline comprises 3.2% of Broyhill Asset Management LLC's investment portfolio, making the stock its 8th largest holding. Broyhill Asset Management LLC owned about 0.08% of Valvoline as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in VVV. Coldstream Capital Management Inc. raised its stake in shares of Valvoline by 3.7% during the second quarter. Coldstream Capital Management Inc. now owns 7,419 shares of the basic materials company's stock valued at $281,000 after acquiring an additional 262 shares during the last quarter. Orion Porfolio Solutions LLC grew its stake in shares of Valvoline by 1.0% in the second quarter. Orion Porfolio Solutions LLC now owns 28,510 shares of the basic materials company's stock worth $1,080,000 after purchasing an additional 277 shares during the last quarter. GAMMA Investing LLC increased its holdings in Valvoline by 14.9% in the third quarter. GAMMA Investing LLC now owns 2,348 shares of the basic materials company's stock valued at $84,000 after purchasing an additional 304 shares during the period. Ethic Inc. increased its holdings in Valvoline by 2.6% in the third quarter. Ethic Inc. now owns 15,683 shares of the basic materials company's stock valued at $563,000 after purchasing an additional 395 shares during the period. Finally, F m Investments LLC raised its position in Valvoline by 0.6% during the 2nd quarter. F m Investments LLC now owns 71,928 shares of the basic materials company's stock worth $2,724,000 after purchasing an additional 401 shares during the last quarter. Institutional investors and hedge funds own 96.13% of the company's stock.

Insider Transactions at Valvoline

In other Valvoline news, insider Julie Marie O'daniel sold 4,312 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $38.55, for a total value of $166,227.60. Following the transaction, the insider owned 17,979 shares in the company, valued at approximately $693,090.45. This represents a 19.34% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.66% of the company's stock.

Valvoline Stock Performance

NYSE:VVV opened at $33.60 on Friday. The firm has a market capitalization of $4.28 billion, a P/E ratio of 50.15 and a beta of 1.16. Valvoline has a twelve month low of $28.50 and a twelve month high of $41.33. The company has a fifty day moving average of $34.92 and a 200-day moving average of $34.23. The company has a quick ratio of 0.57, a current ratio of 0.70 and a debt-to-equity ratio of 5.31.

Valvoline (NYSE:VVV - Get Free Report) last posted its quarterly earnings results on Wednesday, February 4th. The basic materials company reported $0.37 EPS for the quarter, topping analysts' consensus estimates of $0.34 by $0.03. Valvoline had a net margin of 4.91% and a return on equity of 69.71%. The business had revenue of $461.80 million during the quarter, compared to analysts' expectations of $466.87 million. During the same period last year, the company posted $0.32 earnings per share. The business'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, sell-side analysts anticipate that Valvoline will post 1.63 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts have commented on VVV shares. Mizuho set a $40.00 price target on Valvoline in a research report on Thursday, February 5th. Stephens raised their price objective on Valvoline from $38.00 to $44.00 and gave the stock an "overweight" rating in a research report on Friday, February 6th. Truist Financial set a $38.00 price objective on Valvoline in a research note on Monday, January 26th. Piper Sandler reduced their target price on Valvoline from $50.00 to $41.00 and set an "overweight" rating on the stock in a report on Thursday, November 20th. Finally, The Goldman Sachs Group reissued a "buy" rating and set a $43.00 target price on shares of Valvoline in a research report on Wednesday, February 4th. Eleven research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $40.25.

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).

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