Vaughan Nelson Investment Management, L.P. 13F: Adds $7.2M to VVV Stake

Vaughan Nelson Investment Management has increased its investment in Valvoline Inc. (NYSE:VVV), according to its latest 13F filing with the SEC. The fund added 182,060 shares, boosting its stake by 6.7% to a total of 2,881,998 shares. This position is now valued at approximately $108.4 million as of the reporting period.

What Changed in Vaughan Nelson's Valvoline Position

Vaughan Nelson's move saw its holdings in Valvoline grow from 2,699,938 shares to 2,881,998 shares, marking an increase of 182,060 shares. This represents a 6.7% rise in its position, reflecting a strategic boost in its investment, now valued at $108.4 million.

Other Institutional Activity in Valvoline

Among other institutional investors, BlackRock, Inc. grew its holdings by 170,685 shares, ending with a total of 12,321,832 shares worth about $415 million. Wasatch Advisors LP, however, reduced its stake by 147,951 shares, holding 7,996,009 shares valued at $269.3 million. Boston Partners also trimmed its position by 97,479 shares, now holding 6,582,432 shares valued at approximately $221.6 million.

Valvoline Inc. Stock Up 47.8%

Shares of Valvoline Inc. (NYSE:VVV) traded near $37.61. The company has a market cap of about $4.8 billion and a P/E ratio of 50.15, with a forward P/E of 18.23. Valvoline's stock has seen a 52-week range from $28.50 to $41.33. Its 50-day moving average stands at $33.92, while the 200-day moving average is $34.12. The company's current ratio is 0.73, with a quick ratio of 0.48, and a high debt-to-equity ratio of 574.54.

Recent Earnings

Valvoline reported revenue of $1.86 billion with a revenue growth rate of 25%. The company's net margin was 5.03%, and it achieved a return on equity of 31.81%. Earnings per share were $0.75. Valvoline is set to announce its next earnings on May 7, 2026.

Insider Buying and Selling at Valvoline Inc.

Recent insider activity at Valvoline includes purchases by CEO Lori Ann Flees, who bought 25 shares on June 11, 2026, at $37.81, and 28 shares on May 28, 2026, at $34.18. CFO Kevin Willis also bought 3,876 shares at $33.94 on June 2, 2026, and sold 1,768 shares on the same day.

Analysts Set New Price Targets

On May 28, 2026, Barclays initiated coverage of Valvoline with a 'hold' rating and a $35 price target. Stifel maintained its 'buy' rating with a $44 target on May 11, 2026. RBC Capital, Piper Sandler, and Wells Fargo also maintained 'buy' ratings, with price targets of $47, $44, and $42, respectively. The consensus recommendation is a 'buy', with a mean target price of $42.20 across 15 analyst opinions.

About Valvoline

Valvoline Inc., founded in 1866, is a leading provider of automotive preventive maintenance services. Headquartered in Lexington, Kentucky, the company operates retail stores across the United States and Canada, offering services such as oil changes, battery replacements, and tire rotations. Under the leadership of CEO Ms. Lori A. Flees, Valvoline employs approximately 10,600 people.

Bottom Line

Vaughan Nelson's increased stake in Valvoline suggests confidence in the company's performance and growth potential. Investors often track such 13F filings to gauge institutional sentiment, though these filings reflect past positions and may not indicate current holdings. With its upcoming earnings report, Valvoline remains a stock to watch, particularly given its robust analyst ratings and recent insider transactions.