JPMorgan Chase & Co. Lowers Holdings in Valvoline $VVV

Key Points

• JPMorgan cut its stake in Valvoline by 32.7% in the third quarter, selling 125,176 shares and ending the period with 258,081 shares worth about $9.27 million (≈0.20% ownership).
• Analysts are broadly positive: Valvoline has a consensus rating of "Moderate Buy" with an average price target of $40.38, and several firms recently raised targets (e.g., Stephens to $44 and RBC to $46).
• Valvoline beat quarterly EPS estimates ($0.37 vs. $0.34) while reporting revenue of $461.8M (slightly below expectations) and set FY2026 guidance of 1.600–1.700 EPS.

JPMorgan Chase & Co. reduced its position in Valvoline (NYSE:VVV - Free Report) by 32.7% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 258,081 shares of the basic materials company's stock after selling 125,176 shares during the quarter. JPMorgan Chase & Co. owned about 0.20% of Valvoline worth $9,268,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Tudor Investment Corp ET AL acquired a new stake in shares of Valvoline in the 3rd quarter worth $571,000. Allworth Financial LP increased its stake in shares of Valvoline by 76.6% during the third quarter. Allworth Financial LP now owns 3,438 shares of the basic materials company's stock worth $123,000 after acquiring an additional 1,491 shares during the period. Swiss Life Asset Management Ltd acquired a new position in shares of Valvoline during the third quarter worth about $204,000. CIBC Bancorp USA Inc. purchased a new position in Valvoline during the third quarter worth about $25,394,000. Finally, Wilmington Savings Fund Society FSB raised its holdings in Valvoline by 14,204.1% during the third quarter. Wilmington Savings Fund Society FSB now owns 7,009 shares of the basic materials company's stock worth $252,000 after purchasing an additional 6,960 shares in the last quarter. Hedge funds and other institutional investors own 96.13% of the company's stock.

Insiders Place Their Bets

In related news, insider Julie Marie O'daniel sold 4,312 shares of Valvoline stock in a transaction on Friday, February 20th. The stock was sold at an average price of $38.55, for a total transaction of $166,227.60. Following the completion of the transaction, the insider directly owned 17,979 shares of the company's stock, valued at approximately $693,090.45. The trade was a 19.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. 0.66% of the stock is owned by insiders.

Analyst Ratings Changes

A number of brokerages have weighed in on VVV. Stephens lifted their price objective on Valvoline from $38.00 to $44.00 and gave the company an "overweight" rating in a report on Friday, February 6th. Royal Bank Of Canada increased their target price on Valvoline from $44.00 to $46.00 and gave the stock an "outperform" rating in a research note on Thursday, February 5th. Truist Financial set a $38.00 price target on Valvoline in a research note on Monday, January 26th. Citigroup upped their price objective on Valvoline from $34.00 to $37.00 and gave the stock a "neutral" rating in a report on Thursday, February 5th. Finally, Weiss Ratings upgraded Valvoline from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Monday, March 2nd. Twelve research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $40.38.

Valvoline Stock Up 0.0%

VVV stock opened at $33.43 on Monday. The company has a current ratio of 0.70, a quick ratio of 0.57 and a debt-to-equity ratio of 5.31. The company's 50-day moving average price is $35.43 and its 200 day moving average price is $33.79. Valvoline has a 52 week low of $28.50 and a 52 week high of $41.33. The company has a market cap of $4.26 billion, a P/E ratio of 49.90 and a beta of 1.16.

Valvoline (NYSE:VVV - Get Free Report) last issued its earnings results on Wednesday, February 4th. The basic materials company reported $0.37 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.34 by $0.03. The company had revenue of $461.80 million during the quarter, compared to analysts' expectations of $466.87 million. Valvoline had a net margin of 4.91% and a return on equity of 69.71%. The firm's quarterly revenue was up 11.5% compared to the same quarter last year. During the same period last year, the company posted $0.32 earnings per share. Valvoline has set its FY 2026 guidance at 1.600-1.700 EPS. On average, research analysts expect that Valvoline will post 1.63 earnings per share for the current fiscal year.

Valvoline 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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