Fiduciary Management Inc. WI Has $144.50 Million Holdings in Valvoline $VVV

Key Points

• Fiduciary Management Inc. WI increased its Valvoline stake by 4.6% in the fourth quarter, holding about 4.97 million shares valued at roughly $144.5 million.
• Valvoline insiders also bought shares recently, including CFO J. Kevin Willis and Director Richard Joseph Freeland, with insiders purchasing 14,100 shares total over the last three months.
• The company reported better-than-expected quarterly earnings of $0.41 per share on revenue of $503.8 million, and analysts currently rate the stock a Moderate Buy with an average price target of $40.93.

Fiduciary Management Inc. WI grew its stake in Valvoline (NYSE:VVV - Free Report) by 4.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,972,363 shares of the basic materials company's stock after buying an additional 220,642 shares during the period. Fiduciary Management Inc. WI owned approximately 3.91% of Valvoline worth $144,497,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Community Bank N.A. acquired a new stake in shares of Valvoline in the third quarter worth about $27,000. Caitong International Asset Management Co. Ltd lifted its position in shares of Valvoline by 1,621.3% in the third quarter. Caitong International Asset Management Co. Ltd now owns 1,050 shares of the basic materials company's stock worth $38,000 after buying an additional 989 shares during the last quarter. EverSource Wealth Advisors LLC lifted 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 worth $55,000 after buying an additional 691 shares during the last quarter. Quarry LP acquired a new stake in shares of Valvoline in the third quarter worth about $60,000. Finally, Clearstead Advisors LLC lifted its position in shares of Valvoline by 228.4% in the fourth quarter. Clearstead Advisors LLC now owns 1,921 shares of the basic materials company's stock worth $56,000 after buying an additional 1,336 shares during the last quarter. Institutional investors and hedge funds own 96.13% of the company's stock.

Insider Activity at Valvoline

In other news, CFO J Kevin Willis purchased 10,000 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were purchased at an average cost of $31.80 per share, for a total transaction of $318,000.00. Following the completion of the purchase, the chief financial officer directly owned 32,725 shares of the company's stock, valued at approximately $1,040,655. The trade was a 44.00% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Richard Joseph Freeland purchased 3,100 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were purchased at an average price of $32.37 per share, for a total transaction of $100,347.00. Following the completion of the purchase, the director directly owned 16,112 shares of the company's stock, valued at approximately $521,545.44. This trade represents a 23.82% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have bought 14,100 shares of company stock worth $450,877 over the last three months. Company insiders own 0.66% of the company's stock.

Analyst Ratings Changes

A number of analysts have weighed in on the company. JPMorgan Chase & Co. raised Valvoline from an "underweight" rating to a "neutral" rating and set a $35.00 price target for the company in a research report on Friday, May 29th. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Valvoline in a research report on Friday, May 29th. Piper Sandler reissued an "overweight" rating and set a $44.00 price objective (up from $41.00) on shares of Valvoline in a research report on Friday, May 8th. TD Cowen reissued a "buy" rating on shares of Valvoline in a research report on Thursday. Finally, Barclays initiated coverage on Valvoline in a research report on Thursday, May 28th. They set an "equal weight" rating and a $35.00 price objective for the company. Eleven research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $40.93.

Valvoline Trading Up 1.4%

Shares of VVV opened at $35.74 on Friday. Valvoline has a 12-month low of $28.50 and a 12-month high of $41.33. The company has a quick ratio of 0.61, a current ratio of 0.73 and a debt-to-equity ratio of 4.61. The firm has a market capitalization of $4.56 billion, a price-to-earnings ratio of 48.96 and a beta of 1.02. The stock's 50-day moving average price is $33.64 and its 200 day moving average price is $33.31.

Valvoline (NYSE:VVV - Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The basic materials company reported $0.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.35 by $0.06. Valvoline had a return on equity of 66.54% and a net margin of 5.03%.The firm had revenue of $503.80 million for the quarter, compared to analyst estimates of $495.67 million. During the same period in the previous year, the company posted $0.34 earnings per share. The company's quarterly revenue was up 25.0% compared to the same quarter last year. Valvoline has set its FY 2026 guidance at 1.650-1.750 EPS. As a group, research analysts predict that Valvoline will post 1.75 earnings per share for the current year.

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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