Corient Private Wealth LP Takes $1.29 Million Position in Valvoline $VVV

Key Points

• Corient Private Wealth acquired 32,699 Valvoline shares worth approximately $1.29 million in the second quarter. Institutional investors collectively own 96.13% of the company.
• Valvoline reported quarterly EPS of $0.57, exceeding the $0.50 consensus estimate, while revenue rose 24.1% year over year to $544.6 million. The company issued fiscal 2026 EPS guidance of $1.70–$1.75.
• Analysts maintain a “Moderate Buy” consensus rating, with an average price target of $42.88 versus the stock’s reported price of $32.01.

Corient Private Wealth LP purchased a new position in Valvoline (NYSE:VVV - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 32,699 shares of the basic materials company's stock, valued at approximately $1,293,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. BlackRock Inc. acquired a new stake in shares of Valvoline in the 2nd quarter worth $501,851,000. Eminence Capital LP purchased a new stake in shares of Valvoline in the 4th quarter valued at $122,409,000. Hawk Ridge Capital Management LP boosted its holdings in Valvoline by 142.0% in the fourth quarter. Hawk Ridge Capital Management LP now owns 2,738,245 shares of the basic materials company's stock valued at $79,573,000 after purchasing an additional 1,606,810 shares during the last quarter. Boston Partners grew its holdings in Valvoline by 39.2% during the third quarter. Boston Partners now owns 5,537,621 shares of the basic materials company's stock worth $198,835,000 after acquiring an additional 1,560,328 shares during the period. Finally, Norges Bank purchased a new position in Valvoline during the fourth quarter valued at approximately $39,651,000. Hedge funds and other institutional investors own 96.13% of the company's stock.

Valvoline Price Performance

Shares of VVV stock opened at $32.01 on Friday. The company has a debt-to-equity ratio of 3.77, a current ratio of 0.70 and a quick ratio of 0.58. The company has a market capitalization of $4.08 billion, a PE ratio of 40.01 and a beta of 0.99. The firm's 50-day moving average is $36.43 and its two-hundred day moving average is $35.56. Valvoline has a 12 month low of $28.50 and a 12 month high of $41.33.

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

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Barclays boosted their price objective on Valvoline from $35.00 to $41.00 and gave the company an "equal weight" rating in a research report on Tuesday, July 21st. New Street Research set a $47.00 target price on Valvoline in a report on Monday, July 20th. Piper Sandler restated an "overweight" rating and issued a $44.00 target price on shares of Valvoline in a research report on Wednesday, July 29th. Wells Fargo & Company lifted their price target on Valvoline from $42.00 to $45.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 21st. Finally, TD Cowen reissued a "buy" rating on shares of Valvoline in a research note on Wednesday, August 19th. Twelve equities research 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 company has a consensus rating of "Moderate Buy" and an average price target of $42.88.

Insiders Place Their Bets

In other Valvoline news, CAO Jordan M. Denny purchased 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, with a total value of $49,999.20. Following the purchase, the chief accounting officer directly owned 4,121 shares in the company, valued at approximately $136,817.20. This trade represents a 57.59% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Jonathan L. Caldwell sold 2,851 shares of Valvoline stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $40.00, for a total transaction of $114,040.00. Following the sale, the insider owned 20,918 shares of the company's stock, valued at approximately $836,720. This represents a 11.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.66% of the stock is owned by insiders.

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).

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