Welcome to our dedicated page for Valvoline SEC filings (Ticker: VVV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Valvoline Inc. filings document the regulatory record for a Kentucky corporation operating a preventive automotive maintenance service-center and franchise business. The company’s Form 8-K reports include quarterly results, Regulation FD presentations, material-event disclosures, capital-structure matters, and exhibits such as earnings releases and investor update materials.
Proxy and governance filings describe shareholder voting, director elections, executive compensation programs, the Valvoline Inc. 2026 Omnibus Incentive Plan, and changes in senior finance and accounting roles. The filings also address business strategy, network growth, acquisitions and refranchising activity, capital allocation, debt leverage, competition, and other risk factors tied to Valvoline’s stand-alone retail services model.
VALVOLINE INC President & CEO Lori Ann Flees received a compensation-related grant of 28 Deferred Stock Units. Each unit represents a right to one share of Valvoline common stock under the company’s 2016 Deferred Compensation Plan for Employees, acquired through salary deferral. Following this grant, she holds 15,528 deferred stock units, which are payable in stock only upon events such as an unforeseeable emergency, death, disability, or separation from service, according to the plan’s terms.
Valvoline Inc. director Jennifer Lynn Slater reported an open-market purchase of 1,000 shares of Common Stock on May 15, 2026 at an average price of $32.53 per share. Following this transaction, she directly holds 1,000 shares of Valvoline common stock.
Valvoline Inc. President & CEO Lori Ann Flees acquired 30 deferred stock units tied to Valvoline common stock through salary deferral under the company’s 2016 Deferred Compensation Plan. Each unit represents a right to receive one share of common stock in the future.
After this grant, she holds a total of 15,500 deferred stock units directly. These units are payable only upon events such as an unforeseeable emergency, death, disability, or separation from service, consistent with the plan’s terms, and do not reflect an open-market stock purchase or sale.
Valvoline Inc. Chief Financial Officer Kevin J. Willis reported an open-market purchase of 10,000 shares of Valvoline common stock on May 14, 2026. The shares were bought at a weighted average price of about $31.80 per share, with individual trades between $31.77 and $31.84.
Following this purchase, Willis directly owns 32,725 shares of Valvoline common stock and indirectly holds approximately 1,327 shares through the Valvoline 401(k) Plan.
VALVOLINE INC director Richard Joseph Freeland reported an open-market purchase of 3,100 shares of common stock. The shares were bought on May 14, 2026 at a weighted average price of $32.37 per share. After this transaction, he directly owns 16,112 Valvoline shares.
Valvoline Inc. amendment filed on a Schedule 13G/A reports that Boston Partners beneficially owns 6,348,834 shares of Valvoline common stock, representing 4.99% of the class. The filing lists sole voting power of 5,983,205 shares and sole dispositive power of 6,348,834 shares. The reporting entity is organized in Delaware. The form is signed by Ali Farooqi on 05/14/2026.
Valvoline Inc. delivered strong operating growth in the quarter ended March 31, 2026. Net revenues rose 25% to $503.8 million, driven by 331 net new stores, the Breeze Autocare acquisition and 8.2% system-wide same‑store sales growth. Income from continuing operations increased 18% to $45.3 million, with diluted EPS up to $0.35. Adjusted EBITDA grew 28% to $133.6 million as pricing, mix and network expansion more than offset higher selling and administrative costs.
For the first six months, net revenues reached $965.6 million, but net income fell to $12.0 million due largely to a $57.9 million pre‑tax loss on the FTC‑required divestiture of 45 Breeze stores and a higher tax burden from nondeductible goodwill and transaction costs, pushing the effective tax rate to 75.5%. Valvoline paid $637.4 million for Breeze and added a $740.0 million Term Loan B, lifting total debt to $1,657.7 million while ending the period with $84.7 million in cash. Free cash flow turned positive at $45.0 million.
The company continues to operate as a single reporting segment focused on quick‑lube services, with 2,409 system‑wide stores at quarter‑end. Management notes a continuing material weakness in internal control over financial reporting related to the post‑ERP business process control design, though no material misstatements were identified, and remediation efforts are underway.
Valvoline Inc. reported a strong second quarter for the period ended March 31, 2026, highlighted by solid growth in sales and profits. Net revenues reached $503.8 million, an increase of 25% from a year earlier, driven by higher system-wide store sales and continued network expansion.
Income from continuing operations was $45.3 million, up 18%, with diluted EPS of $0.35, a 17% increase. Adjusted EBITDA rose 28% to $133.6 million, and adjusted EPS climbed 21% to $0.41, reflecting operating leverage and cost discipline.
System-wide same-store sales grew 8.2%, while total system-wide store sales advanced 20% to $986.6 million. The network added 29 net stores in the quarter, bringing the system-wide store count to 2,409. Year-to-date operating cash flow from continuing operations was $160.2 million, supporting free cash flow of $45.0 million.
Management updated its fiscal 2026 outlook, raising guidance for system-wide same-store sales growth to a range of 5%–6.5%. The company now expects adjusted EBITDA between $540 million and $560 million and adjusted EPS between $1.65 and $1.75, above prior ranges. The balance sheet showed cash and cash equivalents of $84.7 million and total debt of about $1.7 billion, reflecting acquisition activity and growth investments.
Valvoline Inc. President & CEO Lori Ann Flees acquired 58 deferred stock units linked to Valvoline common stock through a salary deferral election under the company’s 2016 Deferred Compensation Plan for Employees. Each unit represents a right to receive one share of common stock in the future.
The deferred stock units become payable in shares of Valvoline common stock upon an unforeseeable emergency, or upon the CEO’s death, disability, or separation from service, consistent with the plan’s terms. After this award, she holds a total of 15,470 deferred stock units directly. This is a routine, compensation-related grant rather than an open‑market stock purchase or sale.
Valvoline Inc ownership reported by Vanguard Capital Management: beneficial ownership of 6,697,989 shares, representing 5.26% of common stock as of 03/31/2026, with sole dispositive power over 6,697,989 shares and sole voting power over 967,724 shares. The filing states holdings are reported on behalf of various Vanguard affiliates and managed accounts.