Valvoline
Delivers stay-in-your-car oil changes and preventive vehicle maintenance across North America.
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Profile
Retail Services performs preventive vehicle maintenance through company-operated and franchised centers in the United States and Canada. Stay-in-your-car oil changes and manufacturer-recommended maintenance define the retail-only model following the Global Products sale.
Retail Services delivers preventive vehicle maintenance through company-operated and franchised centers in the United States and Canada. Its stay-in-your-car oil changes are supplemented by wiper replacements, tire rotations, and other manufacturer-recommended maintenance. Convenience is the stated operating expression of the format.
After selling Global Products, the listed company operates as a retail-services business rather than a lubricant manufacturer. Its model centers on quick, easy, trusted maintenance, and revenue activity depends on services performed at company-operated and franchised centers.
The completed Breeze Autocare acquisition brought its Oil Changers business into the network.
Company facts
Categories
Key statistics
Year to date +11.2% · Average volume (30d) 2.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Benchmark | Initiate | Buy | |||
| Jul 29, 2026 | Piper Sandler | Reiterate | Overweight | $41 | $44 | |
| Jul 28, 2026 | Stephens | Reiterate | Overweight | $44 | $48 | |
| Jul 21, 2026 | Barclays | Target | $35 | $41 | ||
| Jul 21, 2026 | Wells Fargo | Reiterate | Overweight | $38 | $45 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q3 FY26 | $0.50 | $0.57 | +13.5% | $543.2M | $544.6M | +0.3% | −5.86% |
| May 7, 2026Q2 FY26 | $0.35 | $0.41 | +17.1% | $495.7M | $503.8M | +1.6% | −0.70% |
| Feb 4, 2026Q1 FY26 | $0.34 | $0.37 | +8.8% | $461.6M | $461.8M | 0.0% | +3.26% |
| Nov 19, 2025Q4 FY25 | $0.47 | $0.45 | −3.8% | $454.4M | $453.8M | −0.1% | −1.47% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $403.2M | $439.0M | $453.8M | $461.8M | $503.8M | $544.6M | |
| Gross profit | $150.5M | $177.6M | $177.5M | $172.5M | $187.0M | $214.9M | |
| Operating income | $66.9M | $94.7M | $84.5M | $65.7M | $88.3M | $112.2M | |
| Net income | $37.6M | $56.5M | $25.0M | −$32.8M | $44.8M | $64.5M | |
| Diluted EPS | $0.29 | $0.44 | $0.20 | −$0.26 | $0.29 | $0.51 | |
| Gross margin | 37.3% | 40.5% | 39.1% | 37.4% | 37.1% | 39.5% | |
| Operating margin | 16.6% | 21.6% | 18.6% | 14.2% | 17.5% | 20.6% |
Fiscal years (4-quarter sums)FY21 $2.98B · FY22 $1.88B · FY23 $1.44B · FY24 $1.62B · FY25 $1.71B
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $84.2M · Total debt $1.98B · Total assets $3.48B · Shareholders' equity $416.7M
Dividends
Raised for 5 straight years.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Dec 1, 2022 | Dec 2 | Dec 15 | $0.125 | |
| Aug 30, 2022 | Aug 31 | Sep 15 | $0.125 | |
| May 27, 2022 | May 31 | Jun 15 | $0.125 | |
| Feb 25, 2022 | Feb 28 | Mar 15 | $0.125 | |
| Nov 26, 2021 | Nov 29 | Dec 15 | $0.125 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 127.54M · Float 127.12M · 99.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 12.69M | 9.95% | 13F | Aug 7, 2026 |
| Boston Partners | 6.81M | 5.34% | 13F | Aug 4, 2026 |
| Wasatch Advisors LP | 6.07M | 4.76% | 13F | Jul 10, 2026 |
| Vanguard Portfolio Management LLC | 5.81M | 4.56% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 5.78M | 4.54% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Julie Marie O'Daniel | officer: Chief Legal Officer | −3,700 | $33.82 |
| Aug 12, 2026 | Jordan M. Denny | officer: Chief Accounting Officer | +1,506 | $33.20 |
| Jun 25, 2026 | Jonathan L. Caldwell | officer: Chief People Officer | −2,851 | $40.00 |
| May 15, 2026 | Jennifer Lynn Slater | director | +1,000 | $32.53 |
| May 14, 2026 | Richard Joseph Freeland | director | +3,100 | $32.37 |
Peers
- Driven Brands
Fast, stay-in-car oil changes through the Take 5 network
- Walmart
Value-priced oil changes and tire care at thousands of Auto Care Centers
- Monro
Oil changes and undercar services across a national store network
- Goodyear
Oil changes, tire services and repairs through nationwide service centers
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Valvoline | $32.11 | 0.00% | $4.10B | 43.4 | 17.8 | 2.1 | +24.1% |
| Driven Brands | $12.47 | 0.00% | $2.06B | 11.8 | 9.6 | 1.2 | −7.9% |
| Walmart | $103.07 | −0.03% | $820.40B | 37.2 | 34.5 | 1.1 | +5.9% |
| Monro | $12.97 | 0.00% | $405.2M | 58.9 | 53.9 | 0.4 | −4.6% |
| Goodyear | $6.33 | −0.38% | $1.83B | — | — | 0.1 | −4.8% |
| Median | 37.2 | 34.5 | 0.7 | −4.7% |