Valvoline (NYSE:VVV) Issues FY 2026 Earnings Guidance

Valvoline (NYSE:VVV) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.600-1.700 for the period, compared to the consensus estimate of 1.670. The company issued revenue guidance of $2.0 billion-$2.1 billion, compared to the consensus revenue estimate of $2.0 billion.

Valvoline Price Performance

Shares of NYSE:VVV traded up $2.32 during trading on Wednesday, reaching $35.61. 4,595,025 shares of the company’s stock traded hands, compared to its average volume of 1,939,582. The company has a quick ratio of 0.58, a current ratio of 0.70 and a debt-to-equity ratio of 3.10. Valvoline has a fifty-two week low of $28.50 and a fifty-two week high of $41.33. The company has a 50-day simple moving average of $31.15 and a 200-day simple moving average of $34.27. The firm has a market cap of $4.53 billion, a PE ratio of 21.07 and a beta of 1.19.

Valvoline (NYSE:VVV) last issued its quarterly earnings results on Wednesday, February 4th. The basic materials company reported $0.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.34 by $0.03. Valvoline had a return on equity of 72.49% and a net margin of 12.32%.The company had revenue of $461.80 million for the quarter, compared to the consensus estimate of $466.87 million. During the same quarter in the prior year, the business posted $0.32 earnings per share. Valvoline’s revenue for the quarter was up 11.5% on a year-over-year basis. Valvoline has set its FY 2026 guidance at 1.600-1.700 EPS. As a group, analysts predict that Valvoline will post 1.63 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms recently weighed in on VVV. Weiss Ratings restated a “hold (c-)” rating on shares of Valvoline in a research report on Monday, December 29th. Robert W. Baird dropped their price target on Valvoline from $44.00 to $40.00 and set an “outperform” rating for the company in a research report on Thursday, November 20th. Mizuho decreased their price objective on Valvoline from $43.00 to $38.00 and set an “outperform” rating on the stock in a report on Monday, December 15th. Stifel Nicolaus dropped their target price on shares of Valvoline from $42.00 to $35.00 and set a “hold” rating for the company in a report on Thursday, November 20th. Finally, JPMorgan Chase & Co. decreased their price target on shares of Valvoline from $38.00 to $30.00 and set a “neutral” rating on the stock in a research note on Thursday, November 20th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $38.94.

Insider Buying and Selling at Valvoline

In other news, insider Julie Marie O’daniel sold 3,200 shares of the company’s stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $31.88, for a total transaction of $102,016.00. Following the completion of the transaction, the insider owned 17,251 shares of the company’s stock, valued at approximately $549,961.88. This represents a 15.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Lori Ann Flees purchased 4,500 shares of the stock in a transaction that occurred on Monday, November 24th. The shares were purchased at an average price of $30.82 per share, for a total transaction of $138,690.00. Following the completion of the purchase, the chief executive officer directly owned 69,267 shares of the company’s stock, valued at approximately $2,134,808.94. This trade represents a 6.95% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.66% of the company’s stock.

Valvoline News Roundup

Here are the key news stories impacting Valvoline this week:

• Positive Sentiment: Q1 earnings beat analyst estimates — adjusted EPS $0.37 vs. consensus $0.34 and EPS rose year‑over‑year; net margin and ROE remained strong, which supports the stock’s upside. Valvoline (VVV) Q1 Earnings Beat Estimates
• Positive Sentiment: FY‑2026 guidance provided: EPS $1.60–1.70 and revenue $2.0B–$2.1B — the EPS range includes the consensus (1.67) and revenue guidance is at/above consensus, which reassures investors on near‑term outlook.
• Neutral Sentiment: Company hosted an earnings call and released transcripts/slide deck that detail segment trends and execution plans — useful for longer‑term fundamental readthroughs but not an immediate catalyst beyond the beat/guidance. Valvoline (VVV) Q1 2026 Earnings Call Transcript (Yahoo)
• Neutral Sentiment: Additional call transcript coverage available (Seeking Alpha) for investors who want management commentary and Q&A detail. Valvoline Inc. (VVV) Q1 2026 Earnings Call Transcript (Seeking Alpha)
• Negative Sentiment: Quarterly revenue slightly missed consensus ($461.8M vs. ~$466.9M), which tempers the beat and may worry investors about margin sustainability or near‑term demand. Valvoline Inc. Reports First Quarter Results (Yahoo)
• Negative Sentiment: Balance‑sheet metrics (low current ratio, high debt/equity) remain a potential risk if cash flow weakens — could limit flexibility for buybacks/dividends or amplify downside in a cyclical slowdown.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Royal Bank of Canada boosted its holdings in shares of Valvoline by 298.5% in the 1st quarter. Royal Bank of Canada now owns 253,447 shares of the basic materials company’s stock worth $8,822,000 after acquiring an additional 189,842 shares in the last quarter. Goldman Sachs Group Inc. raised its position in shares of Valvoline by 4.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 858,584 shares of the basic materials company’s stock valued at $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 grew its stake 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 during the period. Jane Street Group LLC raised its position in shares of Valvoline by 15.7% in the 1st quarter. Jane Street Group LLC now owns 124,071 shares of the basic materials company’s stock valued at $4,319,000 after acquiring an additional 16,865 shares during the period. Finally, Creative Planning boosted its position in shares of Valvoline by 40.1% during the second quarter. Creative Planning now owns 8,225 shares of the basic materials company’s stock worth $311,000 after purchasing an additional 2,353 shares in the last quarter. 96.13% of the stock is currently owned by institutional investors and hedge funds.

About Valvoline

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).