Valvoline $VVV Shares Purchased by AMG National Trust Bank

Key Points

• AMG National Trust Bank boosted its stake in Valvoline by 155.8% in Q4 to 91,279 shares (about $2.65M), representing roughly 0.07% of the company.
• Insider Julie Marie O'daniel sold 4,312 shares at an average of $38.55 on Feb. 20, reducing her holdings by 19.34%; insiders now own about 0.66% of VVV.
• Valvoline beat quarterly EPS estimates ($0.37 vs. $0.34) with revenue up 11.5% y/y but slightly below consensus, set FY2026 guidance of 1.60–1.70 EPS, and carries a consensus "Moderate Buy" rating with a $40.40 price target.

AMG National Trust Bank boosted its stake in Valvoline (NYSE:VVV - Free Report) by 155.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 91,279 shares of the basic materials company's stock after purchasing an additional 55,597 shares during the period. AMG National Trust Bank owned about 0.07% of Valvoline worth $2,653,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Community Bank N.A. acquired a new stake in Valvoline in the 3rd quarter valued at approximately $27,000. Caitong International Asset Management Co. Ltd grew its stake 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 acquiring an additional 989 shares in the last quarter. Bayforest Capital Ltd acquired a new position in shares of Valvoline in the third quarter worth $39,000. EverSource Wealth Advisors LLC grew its stake 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 acquiring an additional 691 shares in the last quarter. Finally, Quarry LP acquired a new position in shares of Valvoline in the third quarter worth $60,000. Institutional investors and hedge funds own 96.13% of the company's stock.

Insiders Place Their Bets

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

Valvoline Stock Performance

Shares of VVV stock opened at $32.42 on Wednesday. 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 firm has a fifty day moving average price of $34.80 and a 200 day moving average price of $33.23. The company has a market cap of $4.13 billion, a P/E ratio of 48.39 and a beta of 1.19. Valvoline has a 12 month low of $28.50 and a 12 month high of $41.33.

Valvoline (NYSE:VVV - Get Free Report) last issued its 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 firm had revenue of $461.80 million during the quarter, compared to the consensus estimate of $466.87 million. During the same quarter in the previous year, the firm posted $0.32 earnings per share. The company's revenue was up 11.5% compared to the same quarter last year. Valvoline has set its FY 2026 guidance at 1.600-1.700 EPS. Sell-side analysts predict that Valvoline will post 1.7 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have commented on VVV shares. Wells Fargo & Company boosted their price target on shares of Valvoline from $38.00 to $40.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Royal Bank Of Canada restated an "outperform" rating and issued a $46.00 price target on shares of Valvoline in a research note on Monday, March 30th. Weiss Ratings upgraded shares of Valvoline from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Monday, March 2nd. Wall Street Zen upgraded shares of Valvoline from a "sell" rating to a "hold" rating in a research note on Saturday, February 7th. Finally, Zacks Research upgraded shares of Valvoline from a "strong sell" rating to a "hold" rating in a research note on Monday, January 19th. Eleven 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 stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $40.40.

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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