Polar Asset Management Partners Inc. Makes New Investment in Valvoline $VVV

Polar Asset Management Partners Inc. acquired a new position in Valvoline (NYSE:VVV) during the second quarter, according to its most recent 13F filing with the SEC. The firm acquired 148,200 shares of the basic materials company’s stock, valued at approximately $5,860,000.

Several other hedge funds and other institutional investors have also modified their holdings of VVV. Measured Wealth Private Client Group LLC purchased a new stake in shares of Valvoline during the 1st quarter worth about $28,000. Caitong International Asset Management Co. Ltd raised its holdings in 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 valued at $38,000 after buying an additional 989 shares during the period. Cedar Mountain Advisors LLC purchased a new position in Valvoline in the first quarter valued at approximately $42,000. Vestor Capital LLC lifted its position in Valvoline by 169.4% during the first quarter. Vestor Capital LLC now owns 1,646 shares of the basic materials company’s stock valued at $55,000 after buying an additional 1,035 shares in the last quarter. Finally, UMB Bank n.a. lifted its position in Valvoline by 20.3% during the fourth quarter. UMB Bank n.a. now owns 1,906 shares of the basic materials company’s stock valued at $55,000 after buying an additional 321 shares in the last quarter. 96.13% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Valvoline news, insider Julie Marie O’daniel sold 3,700 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $33.81, for a total transaction of $125,097.00. Following the completion of the sale, the insider owned 14,279 shares in the company, valued at $482,772.99. This trade represents a 20.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Jonathan L. Caldwell sold 2,851 shares of Valvoline stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $40.00, for a total value of $114,040.00. Following the sale, the insider owned 20,918 shares in the company, valued at $836,720. This represents a 11.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.66% of the company’s stock.

Valvoline Stock Performance

Valvoline stock opened at $32.94 on Wednesday. Valvoline has a 12-month low of $28.50 and a 12-month high of $41.33. 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 $4.20 billion, a price-to-earnings ratio of 41.18 and a beta of 1.00. The firm’s fifty day moving average price is $37.49 and its 200 day moving average price is $35.87.

Valvoline (NYSE:VVV) last posted its quarterly earnings data on Wednesday, August 5th. The basic materials company reported $0.57 earnings per share for the quarter, beating analysts’ consensus estimates of $0.50 by $0.07. The company 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 firm’s revenue for the quarter was up 24.1% on a year-over-year basis. During the same period in the prior year, the company posted $0.47 EPS. Valvoline has set its FY 2026 guidance at 1.700-1.750 EPS. On average, research analysts forecast that Valvoline will post 1.76 EPS for the current fiscal year.

Wall Street Analyst Weigh In

VVV has been the subject of several research reports. Royal Bank Of Canada decreased their price objective on shares of Valvoline from $47.00 to $46.00 and set an “outperform” rating for the company in a research note on Thursday, August 6th. Stephens raised their target price on shares of Valvoline from $44.00 to $48.00 and gave the company an “overweight” rating in a research note on Tuesday, July 28th. JPMorgan Chase & Co. upgraded Valvoline from an “underweight” rating to a “neutral” rating and set a $35.00 price target for the company in a report on Friday, May 29th. TD Cowen reissued a “buy” rating on shares of Valvoline in a research report on Wednesday, August 19th. Finally, Roth Capital reissued a “buy” rating and issued a $46.00 price objective on shares of Valvoline in a research report on Friday, May 8th. Twelve analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $42.88.

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).