Benchmark initiates Valvoline at Buy, sees transitory margin pressure (VVV:NYSE)
Benchmark Equity Research has initiated coverage of Valvoline (VVV) with a Buy rating and a $48 price target. The firm cites Valvoline's strong market position, attractive unit economics, and potential for margin expansion as key drivers. The price target suggests approximately 41% upside from the stock's last closing price.
Benchmark Initiates Valvoline at Buy With $48 Price Target
Benchmark has initiated coverage of Valvoline Inc. with a "Buy" rating and set a price target of $48.00. Valvoline is a leading provider of automotive preventive maintenance services through its extensive network of franchised and company-operated service centers across the US and Canada. The company recently reported rising adjusted earnings and revenue for Fiscal Q3 2026 and updated its fiscal year outlook.
Valvoline Expands Mahindra Racing Partnership
The article titled "Valvoline Expands Mahindra Racing Partnership" suggests a news update regarding Valvoline's continued collaboration with Mahindra Racing. However, the article content provided explicitly states, "Sorry, no posts matched your criteria," indicating that the intended news story about the partnership expansion is not actually present. The available text mostly consists of website navigation, advertisements, and other general site content.
35,682 Shares in Valvoline $VVV Acquired by AMG National Trust Bank
AMG National Trust Bank has acquired 35,682 shares of Valvoline (NYSE: VVV) valued at approximately $1.41 million in the second quarter. Institutional investors now hold 96.13% of the company's stock. Valvoline exceeded quarterly expectations with $0.57 EPS and $544.6 million in revenue, while analysts maintain a "Moderate Buy" rating with an average target price of $42.56.
Who Owns The Valvoline Instant Oil Change Chain?
The Valvoline Instant Oil Change chain is owned by Valvoline, Inc., which sold its oil production and refining business to Saudi Aramco in 2023 to focus on its retail services. The chain operates over 2,100 locations through a hybrid model of company-owned and franchised stores, offering a range of services beyond quick oil changes. This strategic shift allows Valvoline to concentrate on its profitable retail division.
Valvoline chief accounting officer Jordan M. Denny buys $49,999 in shares
Valvoline's Chief Accounting Officer, Jordan M. Denny, recently purchased 1,506 shares of company stock for a total of $49,999. This insider transaction occurred while the stock was trading down 3% over the past month but still up 18% year-to-date. The company also reported strong fiscal third-quarter earnings, exceeding Wall Street expectations, despite concerns about future margin pressures.
Everett Harris & Co. CA Invests $4.39 Million in Valvoline $VVV
Everett Harris & Co. CA has invested $4.39 million in Valvoline (NYSE:VVV) by acquiring 111,065 shares, representing a 0.09% stake in the company. Valvoline recently surpassed quarterly earnings expectations and provided strong fiscal 2026 EPS guidance, leading analysts to maintain a "Moderate Buy" rating with an average price target of $42.56. Institutional investors collectively own 96.13% of the company's stock, though recent insider activity has been mixed.
Valvoline Inc (VVV) Chief Accounting Officer Jordan Denny Buys 1,506 Shares
Jordan Denny, Chief Accounting Officer of Valvoline Inc (VVV), recently purchased 1,506 shares of the company's stock for approximately $50,000, bringing his total direct ownership to 4,121 shares. This transaction, along with a pattern of more insider buying than selling over the past year, signals strong confidence from management in the company's future. The GF Value analysis further indicates that Valvoline Inc is "Modestly Undervalued," reinforcing a positive outlook for the stock.
Valvoline chief accounting officer Jordan M. Denny buys $49,999 in shares
Valvoline's Chief Accounting Officer, Jordan M. Denny, recently purchased 1,506 shares of company common stock for $49,999. This insider transaction occurred on August 12, 2026, with shares priced at $33.2 each, bringing Denny's total direct holdings to 4,121 shares. The purchase follows Valvoline's positive Q3 2026 earnings beat, despite concerns about future margin outlook and rising lubricant costs.
Valvoline (VVV) Chief Accounting Officer purchases 1,506 shares in open-market trade
Valvoline Inc.'s Chief Accounting Officer, Jordan M. Denny, purchased 1,506 shares of common stock on August 12, 2026, at a price of $33.20 per share in an open-market transaction. Following this purchase, Denny directly holds a total of 4,121 common shares in Valvoline. This transaction was reported in a Form 4 filing, indicating a net buy by an insider.
Valvoline Inc. (VVV) upsizes to $600M senior notes in refinancing move
Valvoline Inc. has upsized its senior notes offering to $600 million at 6.125% due 2034, a $100 million increase from the initial announcement. The proceeds will be used to refinance existing term loans and pay related fees, with closing expected on August 24, 2026. This move is part of a coordinated refinancing strategy to improve Valvoline’s debt maturity profile and liquidity, also involving a planned amendment to increase its revolving credit facility.
Valvoline (VVV) Launches Refinancing, Is The Stock Still 22% Undervalued?
Valvoline (VVV) has launched a refinancing effort with new senior notes due in 2034, which could impact its capital structure. Despite a recent share price dip, the stock is considered 22.5% undervalued with a fair value of $43.60, driven by consistent growth in same-store sales and a durable trend in vehicle maintenance. However, its current P/E ratio of 41.5x is significantly higher than industry averages, raising questions about its justification given potential risks like EV adoption and rising labor costs.
Valvoline prices $600M 6.125% senior notes due 2034, upsizes offering to refinance term loans
Valvoline priced a $600 million offering of 6.125% senior notes due 2034, upsizing from an initial $500 million, to refinance existing term loans and boost liquidity. The notes are unsubordinated and unsecured, with proceeds intended to fully repay senior secured term loan A and partially repay term loan B. The company also plans to amend its credit facility to increase revolver availability, lower pricing, and extend maturity.
Valvoline prices $600 million senior notes offering at 6.125%
Valvoline Inc. has priced an offering of $600 million in senior notes due 2034 with a 6.125% interest rate, an increase of $100 million from the initial announcement. The company plans to use the net proceeds to repay existing senior secured term loans and for general corporate purposes. This offering is expected to close on August 24, 2026, and Valvoline also intends to amend its revolving credit facility.
How Valvoline Inc. (VVV) Affects Rotational Strategy Timing
This article from Stock Traders Daily analyzes Valvoline Inc. (VVV) using AI models to determine its effect on rotational strategy timing. It highlights weak near and mid-term sentiment, a neutral long-term outlook, and identifies an exceptional short setup with a 46.0:1 risk-reward ratio targeting a 12.9% downside. The analysis provides specific institutional trading strategies for long, breakout, and short positions, along with multi-timeframe signal analysis and support/resistance levels.
Valvoline (VVV) Is Down 10.0% After Raising 2026 Revenue Guidance Despite Weaker Year‑To‑Date Profits
Valvoline (VVV) saw its stock drop 10% despite raising its 2026 revenue guidance to US$2.05–2.10 billion, an increase from previous estimates. This decline comes as the company reported stronger third-quarter results but weaker year-to-date net income, which fell to US$76.5 million. The investment narrative focuses on the quick lube model's ability to drive sales and network expansion against pressures from EV adoption, labor costs, and margin resilience challenges due to rising wages.
Valvoline launches $500 million senior notes offering
Valvoline Inc. has announced a $500 million senior notes offering due in 2034, which is intended to be a leverage-neutral refinancing transaction. The company plans to use the net proceeds, along with existing cash, to fully repay its senior secured term loan A and partially repay its term loan B. Additionally, Valvoline aims to amend its revolving credit facility to increase availability and extend its maturity.
Valvoline Sees $5–$7 Higher Lubricant Cost Per Oil Change
Valvoline's latest earnings call reveals that higher finished-lubricant costs could increase by $5 to $7 per oil change, largely due to a 60% rise in finished-lubricant costs since March. This increase is expected to impact September-quarter EBITDA margins by 300 to 400 basis points, with full synthetics being most affected. The company aims to protect gross-profit dollars during this period, and these elevated costs are projected to persist for four to six months after the Strait of Hormuz reopens, indicating a broader impact on the installed oil-change channel.
Valvoline Sees $5–$7 Higher Lubricant Cost Per Oil Change
Valvoline reported that lubricant costs per oil change could increase by $5–$7 due to a 60% rise in finished-lubricant costs since March, particularly impacting full synthetics. This cost surge is expected to compress EBITDA margins by 300-400 basis points in the September quarter. The company aims to protect gross profit dollars during this period, and these elevated costs are projected to persist for four to six months even after the Strait of Hormuz reopens, affecting the entire installed oil-change channel.
Quantinno Capital Management LP Reduces Stock Position in Valvoline $VVV
Quantinno Capital Management LP significantly reduced its stake in Valvoline (NYSE:VVV) by 43.1% in the first quarter, selling 47,443 shares and retaining 62,585 shares valued at $2.1 million. This comes as Valvoline reported stronger-than-expected quarterly earnings and revenue, beating analyst estimates, and issued positive fiscal 2026 EPS guidance. Despite the stock opening lower, analysts generally maintain a "Moderate Buy" rating for Valvoline.
Why Valvoline Is Dropping 5.1%: TD Cowen Maintains Buy
Valvoline Inc. (VVV) shares dropped 5.1% after TD Cowen and RBC Capital trimmed their price targets, signaling reduced near-term upside potential. Despite the price target reductions, both firms maintained Buy-equivalent ratings, suggesting long-term confidence. The market's reaction appears outsized compared to the modest target adjustments, raising questions about broader concerns in the auto services sector or company-specific risks.
Valvoline Q3 Earnings Call Highlights
Valvoline (VVV) reported strong Q3 fiscal 2026 results, with sales exceeding $1 billion for the first time and adjusted EPS up 21%. The company raised its full-year same-store-sales outlook despite rising lubricant costs due to global oil supply chain disruptions, implementing pricing actions to manage margin compression. Valvoline also continued network expansion, debt reduction, and successful integration of the Breeze acquisition, maintaining a positive outlook on demand resilience.
Valvoline Inc. (NYSE: VVV) CEO gains 27 deferred stock units
Valvoline Inc. CEO Lori Ann Flees acquired 27 Deferred Stock Units at $35.62 each through salary deferral under the company's 2016 Deferred Compensation Plan. This transaction increases her total holdings to 15,655 deferred units, each representing a contingent right to one share of common stock upon distribution. These units are payable under specific conditions such as an unforeseeable emergency, death, disability, or separation from service.
Balefire LLC Sells 64,456 Shares of Valvoline $VVV
Balefire LLC reduced its stake in Valvoline (NYSE:VVV) by 76.2% in the second quarter, selling 64,456 shares and retaining 20,120 shares valued at approximately $796,000. Despite this reduction, Valvoline's third-quarter results exceeded expectations with adjusted EPS of $0.57 and revenue up 24.1%. Analyst sentiment remains favorable with a "Moderate Buy" rating, though fiscal 2026 EPS guidance suggests limited near-term upside.
RBC Capital Adjusts Price Target on Valvoline to $46 From $47, Maintains Outperform Rating
RBC Capital has adjusted its price target for Valvoline (VVV) to $46 from $47, while reiterating an "Outperform" rating on the stock. This update follows Valvoline's recent Q3 2026 earnings call, where the company reported increased adjusted earnings and revenue. The new price target reflects RBC Capital's continued positive outlook on Valvoline's performance.
Valvoline Q3 2026 Earnings Call Transcript
Valvoline reported strong Q3 2026 earnings with system-wide sales exceeding $1 billion, an 8% increase in same-store sales, and a 25% rise in EBITDA. The company raised its full-year same-store sales outlook and narrowed adjusted EBITDA and EPS guidance, reflecting robust performance despite increasing lubricant costs due to disruptions in the Strait of Hormuz. Management is actively managing these cost dynamics through pricing actions and operational discipline, while also progressing with network expansion and the integration of Breeze stores.
Enterprise value to EBIT forward of Valvoline Inc. – NYSE:VVV
This article provides a financial metric, the enterprise value to EBIT forward, for Valvoline Inc. (NYSE: VVV). It appears to be a data point from a financial analysis platform, TradingView, focusing on the company's valuation.
Valvoline Inc. (NYSE: VVV) lifts 2026 guidance after strong third quarter
Valvoline Inc. reported strong third-quarter 2026 results with a 24% increase in net revenues to $544.6 million and a 16% rise in diluted EPS to $0.51. The company raised its full-year 2026 guidance, expecting system-wide same-store sales growth of 7.5%-8% and net revenues of $2.05-$2.1 billion. This positive outlook is supported by robust operating cash flow and strategic network expansion, despite increased debt levels due to acquisitions.
18 More Valvoline Service Centers Expected by End-2027
Franchise Equity Partners (FEP) portfolio company, Velocity Auto Care, has reached 50 Valvoline Instant Oil Change service centers, including a new location in Edinburg, Texas. This milestone follows FEP's partnership with Velocity in December 2024 to acquire 38 franchise locations and a seven-year development agreement to add 75 more centers across Texas. Velocity Auto Care plans to open 18 additional locations by the end of 2027, focusing on high-growth markets in Texas and New Mexico.
Valvoline Inc. 2026 Q3 - Results - Earnings Call Presentation (NYSE:VVV)
Valvoline Inc. (NYSE:VVV) has published its Q3 2026 earnings call presentation. The company reported an EPS of $0.57, beating estimates by $0.07, and revenue of $544.60 million, surpassing estimates by $986.47K and showing a 24.05% year-over-year increase. This slide deck accompanies their recent earnings call.
Valvoline Inc reports results for the quarter ended June 30 - Earnings Summary
Valvoline Inc has released its earnings summary for the quarter that ended on June 30. The full article provides detailed financial results for the company during this period.
Valvoline beats Q3 estimates, raises guidance midpoints
Valvoline Inc. reported strong third-quarter results, exceeding analyst expectations for both adjusted earnings per share and revenue. The company achieved 8.0% system-wide same-store sales growth and raised its full-year fiscal 2026 revenue and same-store sales guidance, while its adjusted EPS midpoint guidance came in slightly below consensus. Adjusted EBITDA increased by 25% to $162.4 million.
Valvoline Inc. Reports Third Quarter Results
Valvoline Inc. (NYSE: VVV) reported strong financial results for its third quarter ended June 30, 2026, with a 24% top-line growth and 47 net new store additions. The company achieved 8.0% system-wide same-store sales growth and a 25% increase in Adjusted EBITDA. Valvoline is narrowing its fiscal 2026 guidance ranges and raising system-wide same-store sales expectations, demonstrating confidence in its business strategy and execution despite changing cost environments.
Earnings Flash (VVV) Valvoline Inc. Reports Q3 Revenue $544.6M, vs. FactSet Est of $543.2M
Valvoline Inc. reported its Q3 revenue of $544.6 million, surpassing FactSet's estimate of $543.2 million. The company, which specializes in automotive preventive maintenance services, also updated its fiscal year 2026 outlook. This financial update follows other recent news, including adjusted earnings and revenue increases for the fiscal Q3.
Valvoline faces earnings test as base oil shortage reshapes market By Investing.com
Valvoline Inc. is set to report its fiscal third-quarter earnings, with analysts anticipating strong growth despite an industry-wide base oil shortage. The company is expected to leverage this supply disruption to accelerate market share gains, driven by rising wholesale motor oil prices and strategic pricing actions. Investors will be keen to see if Valvoline can maintain its positive momentum and expand margins, with expectations of a potential guidance raise and faster deleveraging following the Breeze acquisition.
Boston Partners (VVV) reports 5.17% beneficial stake in Valvoline common stock
Boston Partners has disclosed a 5.17% beneficial ownership stake in Valvoline Inc. common stock, totaling 6,597,960 shares as of June 30, 2026. The firm holds sole voting power over 6,227,151 shares and sole dispositive power over all 6,597,960 shares, primarily for discretionary client accounts. This filing, a Schedule 13G/A, indicates that the shares were acquired in the ordinary course of business and not for influencing control of Valvoline.
Price to earnings forward of Valvoline, Inc. – BX:0V4
This page from TradingView provides financial information for Valvoline, Inc. (BX:0V4), specifically focusing on its forward price-to-earnings ratio. The content indicates that the market is currently closed with no trades recorded.
Enterprise value to EBIT forward of Valvoline, Inc. – BX:0V4
This article displays the "Enterprise value to EBIT forward" metric for Valvoline, Inc. (BX:0V4) on the TradingView platform. It shows that the market for this stock is currently closed with no trades. The primary content is a single data point within a financial overview.
Valvoline (VVV) Appoints Katherine Fogertey And Scott Mezvinsky To Its Board
Valvoline (VVV) has appointed Katherine Fogertey and Scott Mezvinsky to its Board of Directors, bringing expertise in finance, the restaurant industry, and global consumer brands. These appointments are expected to add fresh perspectives to the company's governance and influence future corporate priorities, with the stock currently trading at $38.39. Investors are advised to watch how the expanded board impacts decisions on capital allocation, brand strategy, debt management, and growth targets, especially given the stock's current valuation metrics.
Valvoline Inc. Releases Fiscal 2025 Impact Report Highlighting Progress in People, Communities and Environmental Stewardship
Valvoline Inc. has released its Fiscal 2025 Impact Report, detailing significant progress in areas such as employee support, community engagement, and environmental efforts. Key achievements include raising a record $1.8 million for Children’s Miracle Network, investing over $1.4 million in service center upgrades, and diverting 602 tons of waste from landfills. The report underscores the company's commitment to its purpose and long-term growth, as highlighted by President and CEO Lori Flees.
Piper Sandler reiterates Valvoline stock rating on solid quarter outlook
Piper Sandler has reiterated an Overweight rating and a $44.00 price target for Valvoline (NYSE: VVV), predicting an 11% upside from its current trading price. The firm anticipates Valvoline will exceed estimates and raise guidance for its fiscal third quarter results, scheduled for August 5, supported by strong comparable store trends and strategic positioning amidst a base oil shortage. Other analysts from Stifel, TD Cowen, and JPMorgan have also adjusted their ratings and price targets for Valvoline following robust second-quarter results.
VVV|Valvoline Inc|Price:39.296|Chg%:-0.354
This article provides a comprehensive stock analysis of Valvoline Inc (VVV) from TradingKey. It highlights the company's stable fundamentals, high growth potential, and fair valuation within the Personal & Household Products & Services industry. The analysis includes key insights, score breakdown, strengths like revenue growth and institutional buying, and risks such as the stock being overvalued.
Is Valvoline’s (VVV) Board Adding Consumer Veterans Altering The Investment Case For Valvoline?
Valvoline Inc. has enhanced its Board of Directors by appointing Katherine Fogertey (former Shake Shack CFO) and Scott Mezvinsky (CEO of Yum! Brands’ KFC division), signaling a stronger focus on operational discipline, brand growth, and board oversight. While these additions bring significant consumer and finance expertise, the article suggests they are incremental supports rather than game-changers for Valvoline's investment narrative. The company's investment case still revolves around same-store sales, unit growth, and clean earnings, amidst concerns regarding high earnings multiples, debt, and a relatively new management team, with fair value estimates varying widely among investors.
Valvoline Inc. (VVV) Stock Forecasts
Argus has raised its target price for Valvoline Inc. (VVV) to $42.00, up from its previous target. Valvoline, a consumer cyclical company, produces and markets automotive maintenance products, primarily lubricants, to various customers. The current stock price for VVV is $39.65.
Valvoline Q3 Same-Store Sales Expected to Beat Estimates, RBC Says
RBC analysts predict Valvoline's Q3 same-store sales will surpass estimates. The article highlights recent company news, analyst ratings, and an overview of Valvoline's business, which focuses on automotive preventive maintenance services through its franchised and company-operated service centers.
Piper Sandler reiterates Valvoline stock rating on solid quarter outlook By Investing.com
Piper Sandler has reiterated an Overweight rating and a $44.00 price target for Valvoline (NYSE:VVV), indicating a potential 11% upside. The firm anticipates Valvoline will exceed fiscal third-quarter estimates due to strong momentum and healthy comparable store trends, despite an industry-wide base oil shortage which could accelerate market share gains for the company in late 2026 and early fiscal 2027. This follows Valvoline's robust second-quarter 2026 results which surpassed revenue and EPS expectations, leading to several analyst price target increases and an upgrade from JPMorgan.
Piper Sandler reiterates Valvoline stock rating on solid quarter outlook
Piper Sandler has reiterated an Overweight rating and a $44.00 price target for Valvoline (NYSE: VVV) stock, anticipating an 11% upside from its current price. The firm expects Valvoline to surpass fiscal third-quarter estimates and raise guidance, especially given its strong momentum and positioning amid an industry-wide base oil shortage. Other analysts like Stifel and TD Cowen have also raised their price targets, while JPMorgan upgraded the stock to Neutral.
Valvoline (NYSE:VVV) - Stock Analysis
This article provides a detailed stock analysis of Valvoline (NYSE:VVV), covering its market performance, financial health, growth prospects, and recent news. Key highlights include an analyst consensus target indicating the stock is undervalued, significant earnings growth forecasts, and recent executive appointments. The analysis also points out risks such as high debt levels and the impact of one-off financial items.
Valvoline Inc (VVV) Q2 2023 Earnings Report - Results, Call & Slides
This article provides details on Valvoline Inc's (VVV) Q2 2023 earnings report. The company beat EPS expectations at $0.23 against a consensus of $0.22, but missed revenue forecasts, reporting $344.50M against an expected $347.48M. The report also includes historical earnings data and future estimated earnings dates for Valvoline.
Valvoline FY25 Impact Report Highlights Progress
Valvoline Inc. has released its Fiscal Year 2025 Impact Report, detailing significant progress in community giving, sustainability, workforce growth, and operational investments. Key achievements include raising a record $1.8 million for Children’s Miracle Network and investing over $1.4 million in energy upgrades. The report also highlights the company's commitment to its workforce and environmental stewardship, aligning with global reporting standards.
