The CFO's $318K open-market purchase is the strongest signal in this cluster. Combined with the Q2 beat and raised guidance, this suggests management confidence in the growth trajectory. Monitor for any additional insider buying or selling in the next 30 days; if the CFO continues to accumulate, it would reinforce the bullish read.
Price Chart
Executive Summary
Three insiders at Valvoline, including the CFO, made open-market purchases totaling $451K in the week following a strong Q2 earnings report. The cluster is dominated by the CFO's $318K buy at $31.80, representing the largest insider purchase by value in the last 30 days. This buying follows a 25% revenue beat, raised guidance, and 8.2% system-wide same-store sales growth, suggesting insiders see continued upside.
Key Financial Metrics
Key Facts
- CFO Kevin Willis purchased 10,000 shares for $318,000 at $31.80 on May 14, 2026.
- Director Richard Freeland purchased 3,100 shares for $100,347 at $32.37 on May 14, 2026.
- Director Jennifer Slater purchased 1,000 shares for $32,530 at $32.53 on May 15, 2026.
- Total insider purchases of $451K represent ~0.011% of VVV's $4.1B market cap.
- Q2 FY2026 earnings (reported May 7) showed 25% revenue growth, 8.2% SSS growth, and raised adjusted EBITDA guidance to $540-560M.
Financial Impact
Insider purchases of $451K, or 0.011% of market cap, are modest in absolute size but significant as a signal given the CFO's participation and the cluster's timing right after a strong earnings beat.
Risk Factors
- Insider purchases are small relative to market cap and could be routine portfolio adjustments.
- The stock declined ~4% in the 20 days following the prior neutral report, indicating potential headwinds or market skepticism.
- Valvoline carries $1.7B in debt against $85M cash; leverage could limit upside if macro conditions worsen.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-VVV-1779109124679 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 5, 2026 8w ago | 8-K | $36.98 $31.83 | ▼ −13.93% | ▼ −13.32% | $30.58 (−17.31%) |
Jun 30, 2026 13w ago | 8-K | $38.15 $39.65 | ▲ +3.93% | ▲ +6.12% | $30.58 (−19.84%) |
May 18, 2026 19w ago | Insider Cluster | $33.24 $37.75 | ▲ +13.57% | ▲ +11.99% | $30.58 (−8.00%) |
May 15, 2026 20w ago | Insider Cluster | $32.39 $38.14 | ▲ +17.75% | ▲ +15.63% | $30.58 (−5.59%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access