SCHEDULE: Wasatch Advisors Boosts Valvoline Stake to 8.2%

Wasatch Advisors LP has increased its beneficial ownership in Valvoline Inc. to 8.2% of common stock, holding over 10 million shares.

Summary

• Wasatch Advisors LP filed an Amendment No. 3 to Schedule 13G, disclosing its beneficial ownership in Valvoline Inc.
• As of June 30, 2025, Wasatch Advisors LP beneficially owns 10,383,960 shares of Valvoline Inc. Common Stock.
• This ownership represents 8.2% of Valvoline Inc.'s total outstanding common stock.
• Wasatch Advisors LP holds sole voting power over 7,277,886 shares and sole dispositive power over all 10,383,960 shares.
• The securities were acquired and are held in the ordinary course of business, without the purpose or effect of changing or influencing control of Valvoline Inc.

Sentiment

Score: 7

Explanation: The filing indicates a significant passive investment by a reputable investment advisor, suggesting confidence in Valvoline Inc. without intent to influence control.

Positives

• Increased institutional ownership by Wasatch Advisors LP, a significant investment adviser, signals confidence in Valvoline Inc.'s prospects.
• The filing explicitly states the investment is passive and not intended to influence control, suggesting stability for Valvoline's current management and strategy.

Industry Context

Valvoline Inc. operates in the automotive aftermarket, primarily focusing on lubricants and services. An increased stake by a prominent institutional investor like Wasatch Advisors LP could be interpreted as a positive signal regarding the investor's outlook on the stability and growth potential within this sector, or Valvoline's specific competitive position.

Stakeholder Impact

• Shareholders: Increased institutional ownership may be viewed positively, potentially signaling confidence and stability in the company's stock.
• Management: No direct impact on management control, as the filing explicitly states no intent to influence control, allowing current strategic plans to proceed without external pressure from this investor.

Key Dates

Recommendation

The filing indicates a substantial passive investment by Wasatch Advisors LP, increasing their stake to 8.2% of Valvoline Inc. common stock. While this demonstrates institutional confidence, a Schedule 13G primarily discloses ownership and does not provide financial performance or strategic updates from the company itself to warrant a stronger recommendation. It suggests a positive long-term view from a significant investor, supporting a 'hold' position.

Keywords

Valvoline Inc., Wasatch Advisors LP, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Automotive Aftermarket, Lubricants