Valvoline (NYSE:VVV) Issues FY 2026 Earnings Guidance

Valvoline (NYSE:VVV) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 1.700-1.750 for the period, compared to the consensus earnings per share estimate of 1.750. The company issued revenue guidance of $2.1 billion-$2.1 billion, compared to the consensus revenue estimate of $2.1 billion.

Wall Street Analyst Weigh In

A number of research firms have issued reports on VVV. Royal Bank Of Canada decreased their price target on shares of Valvoline from $47.00 to $46.00 and set an “outperform” rating for the company in a report on Thursday. Roth Capital reaffirmed a “buy” rating and set a $46.00 price target on shares of Valvoline in a research report on Friday, May 8th. Stifel Nicolaus boosted their price target on Valvoline from $42.00 to $44.00 and gave the company a “buy” rating in a research note on Monday, May 11th. The Goldman Sachs Group reissued a “buy” rating and issued a $45.00 price objective on shares of Valvoline in a report on Thursday, May 7th. Finally, Stephens raised their price objective on Valvoline from $44.00 to $48.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 28th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $42.69.

Valvoline Stock Performance

VVV traded down $1.14 during midday trading on Thursday, hitting $35.84. 2,072,526 shares of the company were exchanged, compared to its average volume of 2,089,963. Valvoline has a 1-year low of $28.50 and a 1-year high of $41.33. The company has a current ratio of 0.73, a quick ratio of 0.61 and a debt-to-equity ratio of 4.61. The firm has a market capitalization of $4.57 billion, a price-to-earnings ratio of 49.15 and a beta of 1.00. The company’s 50 day simple moving average is $38.04 and its 200 day simple moving average is $35.76.

Valvoline (NYSE:VVV) last posted its earnings results on Wednesday, August 5th. The basic materials company reported $0.57 EPS for the quarter, topping the consensus estimate of $0.50 by $0.07. Valvoline had a return on equity of 66.54% and a net margin of 5.03%.The firm had revenue of $544.60 million for the quarter, compared to analyst estimates of $543.21 million. During the same period last year, the company earned $0.47 earnings per share. Valvoline’s revenue for the quarter was up 24.1% compared to the same quarter last year. Valvoline has set its FY 2026 guidance at 1.700-1.750 EPS. As a group, sell-side analysts predict that Valvoline will post 1.75 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Jonathan L. Caldwell sold 2,851 shares of Valvoline stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $40.00, for a total value of $114,040.00. Following the completion of the transaction, the insider owned 20,918 shares in the company, valued at $836,720. The trade was a 11.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jennifer Lynn Slater purchased 1,000 shares of Valvoline stock in a transaction that occurred on Friday, May 15th. The stock was acquired at an average cost of $32.53 per share, with a total value of $32,530.00. Following the acquisition, the director directly owned 1,000 shares in the company, valued at $32,530. This trade represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought 14,100 shares of company stock valued at $450,877 over the last quarter. Insiders own 0.66% of the company’s stock.

Key Stories Impacting Valvoline

Here are the key news stories impacting Valvoline this week:

• Positive Sentiment: Valvoline reported third-quarter adjusted EPS of $0.57, above the $0.50 consensus estimate and up from $0.47 a year earlier. Revenue increased 24.1% year over year to $544.6 million, slightly exceeding expectations. Valvoline Inc. Reports Third Quarter Results
• Positive Sentiment: Expansion by franchise partner Velocity Auto Care reached 50 Valvoline Instant Oil Change locations, with 18 additional service centers planned through 2027. The milestone supports continued brand reach and potential franchise-related growth for Valvoline following its 2024 sale of the locations. Franchise Equity Partners Marks 50-Location Milestone with Velocity Auto Care Expansion
• Neutral Sentiment: Brokerages collectively maintain a “Moderate Buy” rating, suggesting analysts remain broadly constructive despite the stock’s recent weakness. Valvoline Receives Average Recommendation of Moderate Buy
• Negative Sentiment: Valvoline’s fiscal 2026 EPS outlook of $1.70-$1.75 is below or equal to the $1.75 consensus depending on where results land, limiting the upside implied by the earnings beat. Revenue guidance of approximately $2.1 billion is broadly in line with expectations. Valvoline Q3 Earnings and Revenues Surpass Estimates

Institutional Trading of Valvoline

Several institutional investors have recently modified their holdings of the stock. Royal Bank of Canada increased its stake in Valvoline by 298.5% during the 1st quarter. Royal Bank of Canada now owns 253,447 shares of the basic materials company’s stock worth $8,822,000 after buying an additional 189,842 shares in the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of Valvoline by 4.6% in the first quarter. Goldman Sachs Group Inc. now owns 858,584 shares of the basic materials company’s stock worth $29,887,000 after acquiring an additional 37,657 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Valvoline by 4.5% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 487,609 shares of the basic materials company’s stock worth $16,974,000 after purchasing an additional 20,947 shares in the last quarter. Jane Street Group LLC increased its position in shares of Valvoline by 15.7% during the first quarter. Jane Street Group LLC now owns 124,071 shares of the basic materials company’s stock worth $4,319,000 after purchasing an additional 16,865 shares in the last quarter. Finally, Creative Planning raised its stake in Valvoline by 40.1% in the 2nd quarter. Creative Planning now owns 8,225 shares of the basic materials company’s stock valued at $311,000 after purchasing an additional 2,353 shares during the last quarter. Institutional investors and hedge funds own 96.13% of the company’s stock.

Valvoline Company 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).