Valvoline (NYSE:VVV) Updates FY 2026 Earnings Guidance

Valvoline (NYSE:VVV) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.650-1.750 for the period, compared to the consensus earnings per share estimate of 1.700. The company issued revenue guidance of $2.0 billion-$2.1 billion, compared to the consensus revenue estimate of $2.0 billion.

Valvoline Trading Down 0.6%

Shares of NYSE VVV traded down $0.21 during trading hours on Friday, reaching $35.66. The stock had a trading volume of 3,936,953 shares, compared to its average volume of 2,422,675. The company has a current ratio of 0.73, a quick ratio of 0.57 and a debt-to-equity ratio of 4.61. The firm has a market cap of $4.54 billion, a price-to-earnings ratio of 48.85 and a beta of 1.03. The business’s fifty day moving average price is $34.27 and its two-hundred day moving average price is $33.17. Valvoline has a 52-week low of $28.50 and a 52-week high of $41.33.

Valvoline (NYSE:VVV) last announced its quarterly earnings results on Thursday, May 7th. The basic materials company reported $0.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.35 by $0.06. The firm had revenue of $503.80 million during the quarter, compared to analyst estimates of $495.67 million. Valvoline had a return on equity of 66.54% and a net margin of 5.03%.Valvoline’s quarterly revenue was up 25.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.34 earnings per share. Valvoline has set its FY 2026 guidance at 1.650-1.750 EPS. Analysts expect that Valvoline will post 1.7 EPS for the current fiscal year.

Wall Street Analyst Weigh In

VVV has been the subject of a number of research reports. Piper Sandler reiterated an “overweight” rating and issued a $44.00 price target (up from $41.00) on shares of Valvoline in a report on Friday. Royal Bank Of Canada boosted their price target on Valvoline from $46.00 to $47.00 and gave the company an “outperform” rating in a report on Friday. JPMorgan Chase & Co. lowered Valvoline from a “neutral” rating to an “underweight” rating and boosted their price target for the company from $30.00 to $35.00 in a report on Thursday, February 12th. Weiss Ratings upgraded Valvoline from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, March 2nd. Finally, Wall Street Zen upgraded Valvoline from a “sell” rating to a “hold” rating in a report on Saturday, February 7th. Eleven research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Valvoline presently has an average rating of “Moderate Buy” and an average target price of $41.21.

Insiders Place Their Bets

In other Valvoline news, insider Julie Marie O’daniel sold 4,312 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $38.55, for a total transaction of $166,227.60. Following the completion of the sale, the insider owned 17,979 shares in the company, valued at $693,090.45. This represents a 19.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.66% of the stock is currently owned by corporate insiders.

Key Stories Impacting Valvoline

Here are the key news stories impacting Valvoline this week:

• Positive Sentiment: Valvoline beat expectations on both earnings and revenue, posting $0.41 EPS versus $0.35 expected and $503.8 million in revenue versus $495.7 million expected, with revenue up 25% year over year. Valvoline Q2 Earnings Report
• Positive Sentiment: The company raised investor confidence by issuing FY2026 guidance of $1.65-$1.75 EPS, which is near consensus, while revenue guidance of $2.0 billion-$2.1 billion suggests continued growth. Valvoline Stock Page
• Positive Sentiment: Several analysts responded positively after the earnings beat, including Piper Sandler reaffirming Overweight and lifting its price target to $44 from $41, implying meaningful upside from current levels. Benzinga Analyst Update
• Neutral Sentiment: Management said it expects to offset higher base oil costs with pricing actions, estimating it can pass along about $0.50-$0.60 per oil change for each $1 per gallon increase in base oil costs. Seeking Alpha Article
• Neutral Sentiment: Earnings-call coverage highlighted growth momentum, but did not add materially new information beyond the strong quarter and guidance. TipRanks Earnings Call Highlights

Hedge Funds Weigh In On Valvoline

Large investors have recently made changes to their positions in the business. Caitong International Asset Management Co. Ltd increased its position in shares of Valvoline by 1,621.3% during the third quarter. Caitong International Asset Management Co. Ltd now owns 1,050 shares of the basic materials company’s stock worth $38,000 after purchasing an additional 989 shares in the last quarter. EverSource Wealth Advisors LLC increased its position in shares of Valvoline by 90.1% during the second quarter. EverSource Wealth Advisors LLC now owns 1,458 shares of the basic materials company’s stock worth $55,000 after purchasing an additional 691 shares in the last quarter. Quarry LP acquired a new position in shares of Valvoline during the third quarter worth $60,000. UMB Bank n.a. increased its position in shares of Valvoline by 20.3% during the fourth quarter. UMB Bank n.a. now owns 1,906 shares of the basic materials company’s stock worth $55,000 after purchasing an additional 321 shares in the last quarter. Finally, Parkside Financial Bank & Trust increased its position in shares of Valvoline by 300.9% during the fourth quarter. Parkside Financial Bank & Trust now owns 2,261 shares of the basic materials company’s stock worth $66,000 after purchasing an additional 1,697 shares in the last quarter. 96.13% of the stock is 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).