SCHEDULE: Wasatch Advisors Boosts Valvoline Stake to 6.4%
Beneficial Ownership Report
Wasatch Advisors LP has disclosed an increased beneficial ownership of 6.4% in Valvoline Inc., holding over 8.1 million shares.
Summary
- Wasatch Advisors LP, an investment adviser based in Delaware, has filed an Amendment No. 4 to Schedule 13G regarding its beneficial ownership in Valvoline Inc.
- As of December 31, 2025, Wasatch Advisors LP beneficially owns 8,143,960 shares of Valvoline Inc. common stock.
- This ownership represents 6.4% of Valvoline Inc.'s outstanding class of securities.
- Wasatch Advisors LP holds sole voting power over 5,335,879 shares and sole dispositive power over all 8,143,960 shares.
- The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Valvoline Inc.
Sentiment
Score: 7
Explanation: StockSavvy.ai views this filing as moderately positive, as it indicates a significant and continued investment by an institutional adviser, suggesting confidence in Valvoline Inc. without any stated intent to influence control.
Positives
- The disclosure of a significant 6.4% stake by an established investment adviser like Wasatch Advisors LP can be interpreted as a vote of confidence in Valvoline Inc.'s long-term prospects and management.
Negatives
- This filing does not contain information that would typically be categorized as negatives regarding Valvoline Inc.'s operational or financial performance.
Risks
- The filing explicitly states that the securities were not acquired or held for the purpose of changing or influencing the control of Valvoline Inc., mitigating potential risks associated with activist investor involvement.
Future Outlook
NA
Industry Context
StockSavvy.ai notes that a significant stake by an institutional investor like Wasatch Advisors LP in a company like Valvoline Inc., a prominent player in the automotive lubricants and services industry, often signals a belief in the company's stability and potential for growth within its sector.
Stakeholder Impact
- Shareholders: The disclosure of a significant institutional holder can provide reassurance and potentially influence market perception of the stock's stability and value.
Key Dates
| Date | Description |
|---|---|
| 12/31/2025 | Date of event which requires the filing of this statement, representing the reporting period end. |
| 02/11/2026 | Date of signature for the Schedule 13G Amendment No. 4. |
Keywords
Valvoline Inc., Wasatch Advisors LP, Beneficial Ownership, SEC Filing, Schedule 13G, Investment Adviser, Stock Ownership, VVL
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