Valvoline (NYSE:VVV) Releases FY 2026 Earnings Guidance

Valvoline (NYSE:VVV) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share 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.

Valvoline Stock Performance

Shares of NYSE:VVV traded down $1.82 during trading on Wednesday, hitting $37.46. 3,641,366 shares of the stock traded hands, compared to its average volume of 2,079,121. The company has a market cap of $4.78 billion, a price-to-earnings ratio of 51.29 and a beta of 1.00. The company has a quick ratio of 0.61, a current ratio of 0.73 and a debt-to-equity ratio of 4.61. The company has a fifty day moving average price of $37.99 and a two-hundred day moving average price of $35.73. Valvoline has a 52-week low of $28.50 and a 52-week high of $41.33.

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

Analysts Set New Price Targets

VVV has been the subject of several research reports. Stifel Nicolaus lifted their target price on shares of Valvoline from $42.00 to $44.00 and gave the company a “buy” rating in a report on Monday, May 11th. Stephens boosted their price objective on Valvoline from $44.00 to $48.00 and gave the company an “overweight” rating in a report on Tuesday, July 28th. Roth Capital reiterated a “buy” rating and set a $46.00 price target on shares of Valvoline in a research note on Friday, May 8th. Weiss Ratings restated a “hold (c-)” rating on shares of Valvoline in a report on Friday, May 29th. Finally, TD Cowen increased their target price on shares of Valvoline from $42.00 to $47.00 and gave the stock a “buy” rating in a report on Monday, July 20th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $42.75.

Insiders Place Their Bets

In related news, insider Jonathan L. Caldwell sold 2,851 shares of the business’s stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $40.00, for a total value of $114,040.00. Following the transaction, the insider directly owned 20,918 shares of the company’s stock, valued at approximately $836,720. The trade was a 11.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jennifer Lynn Slater purchased 1,000 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were bought at an average price of $32.53 per share, with a total value of $32,530.00. Following the purchase, the director owned 1,000 shares in the company, valued at $32,530. The trade was a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have purchased 14,100 shares of company stock valued at $450,877. 0.66% of the stock is currently owned by company insiders.

Key Stories Impacting Valvoline

Here are the key news stories impacting Valvoline this week:

• Positive Sentiment: Quarterly earnings and revenue exceeded expectations. Valvoline earned $0.57 per share, ahead of the $0.50 analyst consensus and up from $0.47 a year earlier. Revenue increased 24.1% year over year to $544.6 million, slightly above the $543.2 million estimate. Valvoline Inc. Reports Third Quarter Results
• Positive Sentiment: Management described the quarter as another strong performance. CEO Lori Flees said sales and profit growth were in line with expectations, while top-line sales grew approximately 24%. The results demonstrate continued momentum in Valvoline’s preventive automotive-maintenance business. Valvoline Q3 2026 Earnings Call Transcript
• Neutral Sentiment: Key operating metrics were mixed relative to Wall Street expectations. Investors are examining same-store sales, system-wide sales and profitability trends for evidence that Valvoline can sustain its growth rate. The headline earnings beat alone may not be enough to support further gains given the stock’s elevated earnings multiple. Valvoline Q3 Key Metrics
• Negative Sentiment: Fiscal 2026 EPS guidance leaves limited room for upside. Valvoline maintained a range of $1.70 to $1.75 per share, with the midpoint below the $1.75 analyst consensus. Revenue guidance of approximately $2.1 billion was broadly in line with expectations, so the lower end of the EPS range may have disappointed investors. Valvoline Q3 Earnings and Revenue

Institutional Investors Weigh In On Valvoline

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Boston Partners increased its stake in Valvoline by 20.6% in the fourth quarter. Boston Partners now owns 6,679,911 shares of the basic materials company’s stock valued at $194,449,000 after acquiring an additional 1,142,290 shares during the last quarter. Wellington Management Group LLP lifted its stake in Valvoline by 11.2% during the fourth quarter. Wellington Management Group LLP now owns 6,067,541 shares of the basic materials company’s stock worth $176,323,000 after purchasing an additional 610,014 shares during the last quarter. State Street Corp boosted its holdings in shares of Valvoline by 4.6% in the 4th quarter. State Street Corp now owns 4,204,277 shares of the basic materials company’s stock worth $122,176,000 after purchasing an additional 184,598 shares in the last quarter. Channing Capital Management LLC increased its position in shares of Valvoline by 40.7% during the 4th quarter. Channing Capital Management LLC now owns 3,031,697 shares of the basic materials company’s stock valued at $88,101,000 after purchasing an additional 877,286 shares during the last quarter. Finally, Sculptor Capital LP boosted its stake in Valvoline by 47.5% in the second quarter. Sculptor Capital LP now owns 3,000,000 shares of the basic materials company’s stock worth $113,610,000 after buying an additional 966,500 shares in the last quarter. 96.13% of the stock is owned by hedge funds and other institutional investors.

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).