VVV Earnings
Thursday, May 07 2026
EPS Estimate
$0.34
$0.31 – $0.36
Revenue Estimate
$495M
Current Price
$33.79
Our Position
neutralStrong Q1 Growth Marred by Large Fund Exit
structured data
est. revisions stable
(-0.5pp / 30d)
The fund exit is a notable warning signal. When a major institutional holder sells this size of position right after upbeat earnings, it suggests either valuation concern or competing capital allocation priorities — neither is encouraging for momentum. The strong operational metrics (14% EBITDA growth, network expansion) show the business is executing, but they're not enough to retain institutional commitment at current levels.
Watch: Next quarterly earnings and guidance. If growth acceleration slows below 10% or same-store sales decelerate, the fund's exit looks prescient. Watch whether other institutions follow Wasatch's lead or if this was a one-off rebalance.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.1 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-3.1%
P/E Ratio
50.2
Est. Revisions (30d)
+0.0% 3up/7dn
Analyst Target (mean)
$42 $35–$48 +24%
Options P/C Ratio
0.13
Est. Dispersion
16% 14 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma
Recent Activity
insider trades
67 transactions
Other
·
FLEES LORI ANN (Chief Executive Officer)
·6,700 shares
Other
·
DENNY JORDAN M. (Officer)
·3,543 shares
Sell
·
CALDWELL JONATHAN L (Officer)
·3,662 shares
·$137,924
Exercise
·
CALDWELL JONATHAN L (Officer)
·8,877 shares
·$180,114
Exercise
·
STURGEON DIONE R (Officer)
·287 shares
·$10,849
62 more
Sell
·
O'DANIEL JULIE MARIE
·4,312 shr
·$166,228
Exercise
·
O'DANIEL JULIE MARIE
·15,810 shr
·$363,788
Exercise
·
MANAGER VADA O
·3,750 shr
·$123,150
Other
·
PACIOUS PATRICK S
·3,750 shr
Other
·
CALDWELL JONATHAN L
·595 shr
Other
·
FLEES LORI ANN
·2,643 shr
Other
·
STURGEON DIONE R
·398 shr
Other
·
FULCHER LINNE
·794 shr
Other
·
O'DANIEL JULIE MARIE
·1,058 shr
Sell
·
O'DANIEL JULIE MARIE
·3,200 shr
·$102,016
Buy
·
FLEES LORI ANN
·4,500 shr
·$138,690
Other
·
CALDWELL JONATHAN L
·656 shr
Other
·
FLEES LORI ANN
·6,033 shr
Other
·
STURGEON DIONE R
·503 shr
Other
·
FULCHER LINNE
·1,006 shr
Buy
·
WILLIS JOHN KEVIN
·10,000 shr
·$314,100
Other
·
O'DANIEL JULIE MARIE
·856 shr
Award
·
CALDWELL JONATHAN L
·3,080 shr
Award
·
FLEES LORI ANN
·13,690 shr
Award
·
STURGEON DIONE R
·1,027 shr
Award
·
FULCHER LINNE
·2,054 shr
Award
·
O'DANIEL JULIE MARIE
·5,476 shr
Other
·
CALDWELL JONATHAN L
·873 shr
Other
·
STURGEON DIONE R
·670 shr
Other
·
FULCHER LINNE
·1,340 shr
Other
·
O'DANIEL JULIE MARIE
·1,140 shr
Buy
·
WILLIS JOHN KEVIN
·12,725 shr
·$501,506
Buy
·
FLEES LORI ANN
·3,000 shr
·$101,353
Other
·
FLEES LORI ANN
·5,462 shr
Other
·
STURGEON DIONE R
·278 shr
Other
·
DOBBINS ROBERT TRAVIS
·710 shr
Other
·
STURGEON DIONE R
·287 shr
Sell
·
O'DANIEL JULIE MARIE
·6,000 shr
·$224,430
Sell
·
KRUSE CAROL H.
·3,740 shr
·$136,847
Other
·
PACIOUS PATRICK S
·3,740 shr
Other
·
KRUSE CAROL H.
·3,740 shr
Sell
·
DOBBINS ROBERT TRAVIS
·1,914 shr
·$76,560
Other
·
CALDWELL JONATHAN L
·594 shr
Other
·
FLEES LORI ANN
·2,641 shr
Other
·
DOBBINS ROBERT TRAVIS
·792 shr
Other
·
STURGEON DIONE R
·396 shr
Other
·
FULCHER LINNE
·792 shr
Other
·
MEIXELSPERGER MARY E
·2,179 shr
Other
·
O'DANIEL JULIE MARIE
·1,057 shr
Buy
·
FLEES LORI ANN
·2,500 shr
·$99,100
Buy
·
SONSTEBY CHARLES M
·10,000 shr
·$395,000
Other
·
DOBBINS ROBERT TRAVIS
·603 shr
Other
·
MEIXELSPERGER MARY E
·2,346 shr
Award
·
CALDWELL JONATHAN L
·4,138 shr
Award
·
FLEES LORI ANN
·21,216 shr
Award
·
DOBBINS ROBERT TRAVIS
·2,759 shr
Award
·
MEIXELSPERGER MARY E
·15,170 shr
Award
·
O'DANIEL JULIE MARIE
·7,360 shr
Other
·
CALDWELL JONATHAN L
·555 shr
Other
·
DOBBINS ROBERT TRAVIS
·738 shr
Other
·
STURGEON DIONE R
·494 shr
Other
·
MEIXELSPERGER MARY E
·2,026 shr
Other
·
O'DANIEL JULIE MARIE
·983 shr
Other
·
FULCHER LINNE
·5,060 shr
Sell
·
O'DANIEL JULIE MARIE
·2,500 shr
·$102,768
Other
·
PACIOUS PATRICK S
·2,000 shr
Other
·
FLEES LORI ANN
·5,461 shr
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