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$VVV

8 stories mentioning VVVUpdated 13d ago

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Wire

Valvoline's Management Reinforced Confidence in Top-Line Momentum, RBC Says

Valvoline's (VVV) management reinforced confidence in the company's top-line momentum and ability to navigate a higher cost environment and potential supply hindrances, RBC Capital Markets said Thursday.Management views the category as largely discretionary and believes a $100 oil change twice a year is better than costly repairs or trading up to a newer vehicle, according to the note. Importantly, April and May trends were very consistent with the March quarter, the note added.Management largely dismissed investor concerns around supply constraints, noting that they have seen no impact to date and feel well positioned moving forward given their size, scale and supplier relationships, the brokerage said.Share repurchases could also commence within the next three quarters, and the brokerage said it walked away from the meeting with increased conviction in the team's ability to beat fiscal 2026 guidance.RBC kept an outperform rating on Valvoline with a price target of $47.Price: $36.81, Change: $+0.48, Percent Change: +1.34%

$VVV
Research

JPMorgan Upgrades to Neutral From Underweight, Price Target is $35

Valvoline (VVV) has an average rating of overweight and mean price target of $42.20, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$VVV
Research

Barclays Initiates Valvoline at Equalweight With $35 Price Target

Valvoline (VVV) has an average rating of overweight and mean price target of $42.80, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$VVV
Insider Trading

Valvoline Insider Bought Shares Worth $318,000, According to a Recent SEC Filing

J Kevin Willis, Chief Financial Officer, on May 14, 2026, executed a purchase for 10,000 shares in Valvoline (VVV) for $318,000. Following the Form 4 filing with the SEC, Willis has control over a total of 34,052 common shares of the company, with 32,725 shares held directly and 1,327 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1674910/000157532926000006/xslF345X05/wk-form4_1778851724.xmlPrice: $32.57, Change: $+0.20, Percent Change: +0.63%

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Research

Research Alert: CFRA Maintains Hold Opinion On Shares Of Valvoline Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target of $38, based on a P/E of 17.3x our FY 27 (Sep.) EPS estimate, a justified discount to the stock's 10-year average forward P/E of 19.2x. Following VVV's earnings release, we are maintaining our estimates and our Hold opinion on the shares. Our adjusted EPS estimates remain $1.80 for FY 26 and $2.20 for FY 27. VVV posted Q2 FY 26 (Mar.) adjusted EPS of $0.41 vs. $0.34 (+21%), well ahead of the $0.34 consensus. Revenue rose 25% to $504M ($9M above consensus), and adjusted EBITDA margin expanded 60 bps to 26.5% (160 bps ahead of consensus). VVV's top-line growth should accelerate to 21% in FY 26 (vs. 6% in FY 25), driven by 162 net new stores added through its acquisition of Breeze AutoCare on December 1, 2025 (for $593M) plus SSS growth of approximately 6%. SSS growth is benefiting from a record-high average U.S. vehicle fleet, which is increasing maintenance frequency. Still, we view the stock's valuation as fair, preferring other names in the auto retail space.

$VVV
Research

Research Alert: Vvv: Robust Same-store Sales Generate A Beat And Guidance Raise

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Valvoline (VVV) posted Q2 FY 26 (Mar.) adjusted EPS of $0.41 vs. $0.34 (+21%), ahead of the $0.34 consensus. Revenue rose 25% to $504M ($9M above consensus) and adjusted EBITDA margin expanded 60 bps to 26.5% (160 bps ahead of consensus). The company's core growth drivers remained intact, with system-wide store sales increasing 25% to $504M and system-wide same-store sales (SSS) growth of 8.2% (280 bps ahead of consensus). Valvoline raised its full-year guidance across multiple metrics, increasing system-wide SSS growth expectations to 5.0%-6.5% from 4%-6%, adjusted EBITDA guidance to $540M-$560M from $525M-$550M, and adjusted EPS guidance to $1.65-$1.75 from $1.60-$1.70 (current consensus is 5.6%, $544M, and $1.70, respectively). The guidance revisions reflect confidence in its business momentum and successful execution of its growth strategy. The company's SSS growth has been significantly stronger than expected and operational execution has been solid, which is reflected in its increased earnings guidance.

$VVV
Wire

Valvoline Shares Rise After Better-Than-Expected Q2 Results, Raises Fiscal 2026 Adjusted EPS Guidance

Valvoline (VVV) shares rose 2% in Thursday trading after the company reported Q2 results that topped analysts' estimates and raised its 2026 adjusted EPS guidance.The company reported fiscal Q2 adjusted earnings of $0.41 per diluted share, up from $0.34 a year earlier.Analysts surveyed by FactSet expected $0.34.Net revenue for the quarter ended March 31 was $503.8 million, compared with $403.2 million a year earlier.Analysts surveyed by FactSet expected $495.7 million.Valvoline raised its full-year fiscal 2026 adjusted EPS outlook to $1.65 to $1.75 per diluted share from a prior range of $1.60 to $1.70. Analysts surveyed by FactSet expect $1.70.The company maintained its full-year fiscal 2026 net revenue forecast of $2 billion to $2.1 billion. Analysts expect revenue of $2.05 billion.Price: $34.13, Change: $-0.03, Percent Change: -0.10%

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Wire

Valvoline Likely to Top Q2 Estimates on Solid Same-Store Sales, Pricing Actions, RBC says

Valvoline (VVV) is expected to deliver fiscal Q2 results ahead of Wall Street estimates, supported by solid same-store sales growth and pricing actions that should offset rising input costs, RBC Capital Markets said in a report Monday.The firm expects fiscal Q2 same-store sales growth of 5.7% and adjusted earnings before interest, taxes, depreciation, and amortization of $126 million, both above consensus, citing strong demand and pricing momentum that should offset "base oil inflation," which it views as "overdone," according to the report.Looking ahead, the company is seen as well positioned to manage inflationary pressures, with pricing expected to largely offset higher base oil costs. The firm said current guidance could prove conservative, leaving room for a potential "beat and raise" outcome that may support a positive market reaction.Over the medium term, the company is expected to benefit from stronger growth and higher margins following the sale of its global products division, with mid-teens sales growth seen as "achievable" alongside continued unit expansion, the report said.RBC has an outperform rating on Valvoline with a price target of $46.Price: $33.22, Change: $-0.01, Percent Change: -0.05%

$VVV

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