OakChart

Value Line Inc

VALUFinancial·Financial Data & Stock Exchanges·USA·Small·NASD·Nov 11 • 12:33 PM ET

42.08-0.65 (-1.53%)
2026-11-11 18:50 CET
Market cap
400.90 USD m
Revenue, TTM
32.89 USD m
Net income, TTM
19.82 USD m
Free cash flow, TTM
17.73 USD m
EPS diluted, TTM
2.11
P/E
19.94
Compare

Price

VALU against its 20, 50 and 200-day averages
2050200
35.0040.0045.0015K31KMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26VALUclose 42.0820-day 42.9950-day 41.27200-day 37.4342.0852w high52w low

13.0% under the 52-week high of 48.39 on 3 Nov 2026. 52-week low 32.00 on 3 Jun 2026. Last 15 sessions, 20.3% high to low

Profile

VALU
52-week range, 62% of the way up
32.0048.39

Value Line, Inc. engages in the provision of investment research. It produces investment periodicals based on underlying research and making available copyright data, including certain proprietary ranking system and other proprietary information, to third parties under written agreements for use in third-party managed and marketed investment products and for other purposes. The company was founded by Arnold Bernhard in 1931 and is headquartered in New York, NY.

IndexRUT
Employees106
IPOMay 10, 1983
Beta1.05
ATR, 14d1.92
Rel volume0.16
Short float1.48%
Insider own92.05%
Inst own5.56%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap394.76M
Enterprise Value308.23M
Income19.82M
Sales32.89M
Book/sh11.63
Cash/sh9.43
Dividend Est.-
Dividend TTM1.37 (3.27%)
Dividend Ex-DateOct 26, 2026
Dividend Gr. 3/5Y8.62% 9.20%
Payout57.58%
Employees106
IPOMay 10, 1983

Ratios

P/E19.94
Forward P/E-
PEG-
P/S12.00
P/B3.62
P/C4.46
P/FCF22.27
EV/EBITDA63.55
EV/Sales9.37
Quick Ratio4.09
Current Ratio4.09
Debt/Eq0.02
LT Debt/Eq0.00
Option/ShortNo / Yes

Earnings

EPS (ttm)2.11
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y6.40% -1.05%
Sales past 3/5Y-5.55% -3.70%
EPS Y/Y TTM-6.52%
Sales Y/Y TTM-5.49%
EPS Q/Q-27.72%
Sales Q/Q-6.45%
Earnings-
EPS/Sales Surpr.- -

Ownership

Insider Own92.05%
Insider Trans0.00%
Inst Own5.56%
Inst Trans2.30%
ROA13.18%
ROE18.69%
ROIC18.08%
Gross Margin38.91%
Oper. Margin10.83%
Profit Margin60.27%
SMA20-2.13%
SMA501.96%
SMA20012.41%
Trades-

Technical

Shs Outstand9.38M
Shs Float0.75M
Short Float1.48%
Short Ratio2.89
Short Interest0.01M
52W High48.39 -13.04%
52W Low32.00 31.49%
Volatility6.09% 4.36%
ATR (14)1.92
RSI (14)47.98
Beta1.05
Rel Volume0.16
Avg Volume3.83K
Volume334

Performance

Perf Week-5.24%
Perf Month-4.91%
Perf Quarter15.78%
Perf Half Y25.41%
Perf YTD9.49%
Perf Year13.17%
Perf 3Y-5.66%
Perf 5Y4.67%
Perf 10Y121.06%
Recom-
Target Price-
Prev Close42.73
Price42.08
Change %-1.53%

Peers

Mkt cap
TickerCompanyMkt cap
MKTWMarketwise Inc349.09M
MORNMorningstar Inc9.10B
FDSFactset Research Systems Inc11.80B
MSCIMSCI Inc46.96B
SPGIS&P Global Inc137.25B
MCOMoody's Corp88.05B
HNNAHennessy Advisors Inc80.38M
WHGWestwood Holdings Group Inc176.17M
DJCODaily Journal Corp926.45M
NWSANews Corp15.02B

Insider trading

1 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
BRECHER HOWARD AChairman and CEOMay 21 '26Buy33.892006,7781,800May 22 05:18 PM

Held by

AUM
TickerCompanyAUM
IWMiShares Russell 2000 Index FundAUM: 77.38B
DFASU.S. Small Cap Portfolio-ETF Class Shares-
IWOiShares Russell 2000 Growth ETFAUM: 14.06B
DFACU.S. Core Equity 2 Portfolio-ETF Class Shares-
VXFVanguard Extended Market Index ETFAUM: 30.47B
DCORUS Core Equity 1 Portfolio ETF Class Shares-
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
DFMCU.S. Micro Cap Portfolio ETF Class Shares-
IWCiShares Micro-Cap ETFAUM: 1.22B
DXUVUS Vector Equity Portfolio ETF Class Shares-

News

latest 14 of 206
  • VALUE LINE, INC. DECLARES A QUARTERLY CASH DIVIDEND OF $0.35 PER COMMON SHARE (GlobeNewswire)
  • VALUE LINE, INC. ANNOUNCES FIRST QUARTER EARNINGS (GlobeNewswire)
  • Value Line: Fiscal Q4 Earnings Snapshot (Associated Press)
  • VALUE LINE, INC. ANNOUNCES HIGHER FISCAL YEAR 2026 EARNINGS (GlobeNewswire)
  • VALUE LINE, INC. DECLARES A QUARTERLY CASH DIVIDEND OF $0.35 PER COMMON SHARE AND RENEWS STOCK REPURCHASE PROGRAM (GlobeNewswire)
  • Loading…
  • The Options ETF That Gets Paid When Stocks Do Nothing (etf.com)
  • VALUE LINE, INC. DIVIDEND HAS JUST BEEN RAISED FROM $1.30 TO $1.40 (ANNUALIZED) - ITS 12TH CONSECUTIVE INCREASE (GlobeNewswire)
  • Upcoming Meeting Dates - March 23, 2026 (TMX Newsfile)
  • Value Line: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
  • VALUE LINE, INC. ANNOUNCES THIRD QUARTER EARNINGS (GlobeNewswire)
  • VALUE LINE, INC. DECLARES A QUARTERLY CASH DIVIDEND OF $0.325 PER COMMON SHARE AND APPOINTS NEW BOARD MEMBER (GlobeNewswire)
  • The Zacks Analyst Blog Highlights Mastercard, GE Aerospace, Micron Technology and Value Line (Zacks)
  • Top Research Reports for Mastercard, GE Aerospace & Micron Technology (Zacks)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
No quarterly earnings.

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2010FY0.7842.5083.79048.6749.87
2012FY0.670-0.670--

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

EPS, annual1.521.1511.5492.4262.4961.912.0172.1972.3012.1105
Period201720182019202020212022202320242025TTM
EPS, quarterly0.6250.6040.5480.420.6860.6040.6290.3810.496
PeriodQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Sales, annual35.86836.25740.29940.39240.52539.69537.48735.07933.44732.89
Period201720182019202020212022202320242025TTM
Sales, quarterly8.8848.8418.9678.3878.6068.5568.2768.0098.051
PeriodQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Shares, annual9.6929.6649.6179.5639.519.4359.4229.4119.3869.383
Period201720182019202020212022202320242025MRQ
Shares, quarterly9.4189.4189.4169.4119.419.4059.3889.3869.383
PeriodQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue32.8933.4535.0837.4939.7040.5240.3940.3036.26
Cost of Goods Sold Incl. D&A20.0920.3820.4420.3120.4122.3324.3023.1323.00
Gross Profit12.8013.0614.6417.1819.2818.2016.0917.1613.25
Selling, General and Administrative Excl. Other9.249.038.658.047.817.408.558.077.84
Other Operating Expense0.000.000.000.000.000.000.000.000.00
Operating Income3.564.035.999.1411.4710.807.549.095.41
Interest Expense0.000.000.000.000.00---0.00
Unusual Expense-2.48-3.16-0.68-0.290.04-2.50-3.880.34-
Net Income Before Taxes27.1729.4327.5425.1923.7730.6430.2820.6515.23
Income Taxes7.347.806.866.175.716.827.005.714.08
Consolidated Net Income19.8221.6320.6919.0218.0723.8223.2814.9411.15
Net Income From Continuing Operations19.8221.6320.6919.0218.0723.8223.2814.9411.15
Net Income19.8221.6320.6919.0218.0723.8223.2814.9411.15
EPS (Recurring)1.932.072.152.001.912.312.141.571.15
EPS (Basic, Before Extraordinaries)2.112.302.202.021.912.502.431.551.15
EPS (Diluted)2.112.302.202.021.912.502.431.551.15
EBITDA4.855.337.2610.5512.8212.148.839.365.78
Non-Operating Income (Expense)21.1222.2420.8715.7612.3517.3418.8711.909.81
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Price To Earnings Ratio20.2520.2517.9017.9524.3323.0912.5819.0820.11
Price To Sales Ratio9.759.8910.989.1010.9115.427.267.426.18
Gross Margin38.9139.0641.7345.8348.5844.9139.8342.5936.56
Operating Margin10.8312.0517.0624.3828.9026.6518.6522.5614.93
Net Margin60.2764.6758.9750.7345.5258.7857.6437.0830.75
Shares Outstanding9.389.399.419.429.439.519.569.629.66
Market Capitalization400.90400.90385.01341.18432.30623.42292.40297.93223.71

Income statement, quarterly

Currency USD, millions
Metric2026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q2
Total Revenue8.058.018.288.568.618.398.978.84
Cost of Goods Sold Incl. D&A4.965.225.004.925.255.315.085.02
Gross Profit3.092.793.273.643.363.083.893.82
Selling, General and Administrative Excl. Other2.072.772.272.131.862.252.322.07
Other Operating Expense0.000.000.000.000.000.000.000.00
Operating Income1.030.021.001.511.500.831.561.74
Interest Expense0.000.000.000.000.000.000.000.00
Unusual Expense-0.660.07-1.47-0.43-1.340.930.04-0.70
Net Income Before Taxes6.385.007.947.858.645.057.147.56
Income Taxes1.721.422.032.172.181.101.971.88
Consolidated Net Income4.663.585.915.686.463.955.165.68
Net Income From Continuing Operations4.663.585.915.686.463.955.165.68
Net Income4.663.585.915.686.463.955.165.68
EPS (Recurring)0.450.390.520.570.590.490.550.55
EPS (Basic, Before Extraordinaries)0.500.380.630.600.690.420.550.60
EPS (Diluted)0.500.380.630.600.690.420.550.60
EBITDA1.350.341.331.831.831.141.932.04
Non-Operating Income (Expense)4.695.065.475.915.805.145.615.12
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Price To Earnings Ratio20.2515.0416.6016.2416.9117.9016.6522.73
Price To Sales Ratio9.759.8810.419.9910.0510.9710.3712.70
Gross Margin38.4334.8639.5442.5539.0336.7443.3543.17
Operating Margin12.760.2412.1317.6717.389.9017.4419.73
Net Margin57.8244.6771.4166.4175.0647.1157.5864.30
Shares Outstanding9.389.399.399.419.419.419.429.42
Market Capitalization400.90330.34351.93344.89349.62385.01370.11455.36

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments86.4777.3968.3462.0657.8345.3534.1628.3223.79
Short Term Receivables1.031.331.312.121.683.985.051.501.05
Inventories0.000.000.000.000.000.000.000.000.00
Other Current Assets1.651.171.371.891.841.901.321.591.73
Total Current Assets89.1579.8871.0266.0861.3451.2440.5231.4126.56
Net Property, Plant & Equipment2.243.484.445.797.068.319.501.151.37
Total Investments and Advances56.6456.6256.5756.4856.6256.7856.6956.6756.59
Long-Term Note Receivable3.884.493.872.603.664.662.952.422.11
Intangible Assets0.000.060.130.130.070.140.070.130.15
Other Assets0.000.000.000.000.000.000.000.000.00
Total Assets151.92144.53136.03131.08128.74121.14109.7391.7986.79
Short Term Debt Incl. Current Port. of LT Debt1.411.301.211.341.243.421.120.000.00
Accounts Payable1.801.531.431.261.312.082.062.071.93
Income Tax Payable0.340.040.010.310.000.001.040.180.00
Other Current Liabilities19.2220.7819.6120.3721.2022.4322.6123.1522.95
Total Current Liabilities22.7623.6522.2523.2923.7627.9226.8225.4024.87
Long Term Debt0.872.273.584.786.137.3710.630.000.00
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Deferred Tax Liabilities14.1013.2012.8913.1313.1312.9012.8512.6211.71
Other Liabilities6.305.736.526.206.085.935.886.246.66
Total Liabilities44.0344.8545.2447.4049.1054.1256.1944.2643.25
Non-Equity Reserves0.000.000.000.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity107.8999.6890.7983.6779.6467.0153.5447.5243.54
Total Shareholders Equity107.8999.6890.7983.6779.6467.0153.5447.5243.54
Accumulated Minority Interest0.000.000.000.000.000.000.000.000.00
Total Equity107.8999.6890.7983.6779.6467.0153.5447.5243.54
Total Liabilities & Stockholders Equity151.92144.53136.03131.08128.74121.14109.7391.7986.79
Book Value Per Share11.4910.599.648.878.387.015.574.924.49
Tangible Book Value Per Share11.4910.589.628.858.376.995.564.904.48
Full-Time Employees106117122138140166161162171
Price to Book Ratio3.673.893.765.267.864.365.564.714.34
Return on Assets14.5914.7514.2413.9119.0720.1714.8312.4916.95
Return on Equity20.8421.7221.8022.1332.4938.6229.5724.4936.21
Return on Invested Capital19.8920.2920.1520.4327.7731.3023.2923.4633.85
Quick Ratio3.923.383.192.842.581.831.511.241.07
Current Ratio3.923.383.192.842.581.831.511.241.07

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Net Income19.8221.6320.6919.0218.0723.8223.2814.9411.15
Depreciation1.281.291.271.411.351.341.290.270.37
Other Funds (Non Cash)-3.10-4.41-2.44-2.990.08-1.01-7.480.978.83
Funds from Operations19.0519.6719.8017.5319.5224.0617.6316.3420.86
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-1.32-1.090.440.41-1.340.59-1.22-2.59-0.05
Income Taxes Payable-0.630.060.01-0.460.180.32-1.490.900.34
Cash from Operating Activities17.7318.5820.2417.9318.1824.6516.4113.7420.80
Capital Expenditures0.000.00-0.24-0.08-0.14-0.01-0.18-0.00-0.12
Net Assets From Acquisitions-0.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-22.00-15.3321.44-9.97-25.98-3.387.56-8.65-12.16
Purchase of Investments-42.56-33.06-25.28-48.21-40.59-17.91-15.55-21.70-20.50
Sale Or Maturity of Investments20.5717.7446.7238.2414.6114.5423.1113.058.35
Other Uses0.000.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.000.00
Cash from Investing Activities-22.00-15.3321.20-10.05-26.12-3.397.38-8.66-12.28
Cash Dividends Paid-12.45-12.23-11.30-10.56-9.47-8.40-8.07-7.72-7.36
Change in Capital Stock-0.97-0.93-0.45-0.52-4.70-2.48-1.53-1.21-0.61
Repurchase of Common Pref Stock-0.97-0.93-0.45-0.52-4.70-2.48-1.53-1.21-0.61
Sale of Common Pref Stock0.000.000.000.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.000.000.000.000.000.000.002.330.00
Change in Long Term Debt0.000.000.000.000.000.000.002.330.00
Issuance of Long Term Debt0.000.000.000.000.000.000.002.330.00
Reduction of Long Term Debt0.000.000.000.000.000.000.000.000.00
Net Financing Active Other Cash Flow0.000.000.000.000.000.000.02-0.020.00
Other Financing Activities Uses0.000.000.000.000.000.00-0.59-0.610.00
Cash from Financing Activities-13.42-13.15-11.76-11.08-14.18-10.89-9.57-6.63-7.97
Net Change in Cash-17.69-9.9029.69-3.20-22.1110.3714.22-1.540.55
Free Cash Flow17.7318.5820.0717.9218.1524.6416.3813.7420.79
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow60.8152.0343.9646.4049.9338.5035.2749.6516.69
Deferred Taxes & Investment Tax Credit-1.150.280.090.02-0.090.540.150.51

Balance sheet, quarterly

Currency USD, millions
Metric2026Q12025Q42025Q32025Q22025Q12024Q4
Cash & Short Term Investments88.4686.4784.5581.4381.2077.39
Short Term Receivables1.091.031.091.161.291.33
Inventories0.000.000.000.000.000.00
Other Current Assets0.911.651.460.840.991.17
Total Current Assets90.4689.1587.1083.4283.4779.88
Net Property, Plant & Equipment1.922.242.552.863.173.48
Total Investments and Advances56.4656.6456.5956.5356.4756.62
Intangible Assets0.000.000.010.030.040.06
Other Assets0.000.000.000.000.000.00
Total Assets152.67151.92150.96147.94148.20144.53
Short Term Debt Incl. Current Port. of LT Debt1.431.411.381.351.301.30
Accounts Payable1.141.801.220.780.991.53
Income Tax Payable0.940.340.140.511.810.04
Other Current Liabilities18.6119.2218.6418.2519.6220.78
Total Current Liabilities22.1422.7621.3820.8923.7223.65
Long Term Debt0.500.871.231.591.962.27
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities14.3114.1014.2013.8113.4813.20
Other Liabilities6.566.306.386.156.005.73
Total Liabilities43.5044.0343.2042.4545.1744.85
Non-Equity Reserves0.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity109.17107.89107.76105.49103.0499.68
Total Shareholders Equity109.17107.89107.76105.49103.0499.68
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity109.17107.89107.76105.49103.0499.68
Total Liabilities & Stockholders Equity152.67151.92150.96147.94148.20144.53
Book Value Per Share11.6311.4911.4811.2210.9510.59
Tangible Book Value Per Share11.6311.4911.4811.2110.9510.58
Full-Time Employees-106---117
Price to Book Ratio3.673.073.343.353.513.89
Return on Assets13.1814.5914.9414.7614.8314.75
Return on Equity18.6920.8421.2921.0221.5921.72
Return on Invested Capital4.243.295.425.316.153.88
Quick Ratio4.093.924.073.993.523.38
Current Ratio4.093.924.073.993.523.38

Cash flow, quarterly

Currency USD, millions
Metric2026Q12025Q42025Q32025Q22025Q12024Q4
Net Income4.663.585.915.686.463.95
Depreciation0.320.320.320.320.330.31
Other Funds (Non Cash)-0.770.05-1.46-0.93-2.070.94
Funds from Operations4.493.865.265.445.114.68
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital0.210.920.03-2.490.450.86
Income Taxes Payable0.970.22-0.48-1.341.65-0.09
Cash from Operating Activities4.714.785.292.955.565.54
Capital Expenditures0.000.000.000.000.00-0.02
Net Assets From Acquisitions0.000.00--0.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments-9.48-23.951.2710.16-2.814.75
Purchase of Investments-14.68-26.06-0.90-0.93-5.17-0.33
Sale Or Maturity of Investments5.192.102.1711.102.365.08
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities-9.48-23.951.2710.16-2.814.72
Cash Dividends Paid-3.29-3.05-3.06-3.06-3.06-2.83
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock-0.10-0.06-0.65-0.16-0.06-0.18
Repurchase of Common Pref Stock-0.10-0.06-0.65-0.16-0.06-0.18
Sale of Common Pref Stock0.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.000.000.000.000.000.00
Change in Long Term Debt0.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.00
Net Financing Active Other Cash Flow0.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.00
Cash from Financing Activities-3.38-3.11-3.71-3.22-3.12-3.00
Net Change in Cash-8.16-22.282.869.90-0.377.26
Free Cash Flow4.714.785.292.955.565.54
Price to Free Cash Flow60.8151.9647.9838.1937.5043.93

Revenue breakdown

License2024: 10.40M 2025: 9.59M
Subscription and Circulation2024: 24.68M 2025: 23.86M
United States2024: 35.08M 2025: 33.45M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-301.48%0.0M0.8M3.64K
2026-10-151.80%0.0M0.8M3.80K
2026-09-301.95%0.0M0.8M3.52K
2026-09-152.18%0.0M0.8M3.81K
2026-08-312.01%0.0M0.8M3.47K
2026-08-142.34%0.0M0.8M3.30K
2026-07-311.61%0.0M0.8M2.78K
2026-07-151.69%0.0M0.8M2.74K
2026-06-301.86%0.0M0.8M2.59K
2026-06-151.44%0.0M0.8M2.19K
2026-05-291.32%0.0M0.8M1.80K
2026-05-151.26%0.0M0.8M1.86K
2026-04-301.13%0.0M0.8M1.94K
2026-04-151.27%0.0M0.8M1.89K
2026-03-311.31%0.0M0.8M2.04K
2026-03-131.21%0.0M0.8M2.39K
2026-02-271.13%0.0M0.8M2.63K
2026-02-131.15%0.0M0.8M2.74K
2026-01-301.14%0.0M0.8M2.79K
2026-01-151.28%0.0M0.8M3.40K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-068-KCurrent report2026-10-06SEC
2026-09-1410-QQuarterly report pursuant to Section 13 or 15(d)2026-07-31SEC
2026-08-18DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-10-06SEC
2026-07-2910-KAnnual report pursuant to Section 13 or 15(d)2026-04-30SEC
2026-06-303Initial statement of beneficial ownership of securities2026-06-29SEC
2026-05-224Statement of changes in beneficial ownership of securities2026-05-21SEC
2026-03-1710-QQuarterly report pursuant to Section 13 or 15(d)2026-01-31SEC
2026-01-168-KCurrent report2026-01-16SEC
2025-12-1510-QQuarterly report pursuant to Section 13 or 15(d)2025-10-31SEC
2025-10-298-KCurrent report2025-10-29SEC
2025-10-108-KCurrent report2025-10-07SEC
2025-09-1510-QQuarterly report pursuant to Section 13 or 15(d)2025-07-31SEC
2025-08-22DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342025-10-07SEC
2025-07-2910-KAnnual report pursuant to Section 13 or 15(d)2025-04-30SEC
2025-04-218-KCurrent report2025-04-21SEC
2025-03-1410-QQuarterly report pursuant to Section 13 or 15(d)2025-01-31SEC
2025-01-29UPLOADUpload SubmissionSEC
2024-12-1310-QQuarterly report pursuant to Section 13 or 15(d)2024-10-31SEC
2024-10-22CORRESPSEC
2024-10-088-KCurrent report2024-10-08SEC
2024-10-0810-K/A2024-04-30SEC
2024-10-01CORRESPSEC
2024-09-18UPLOADUpload SubmissionSEC
2024-09-1310-QQuarterly report pursuant to Section 13 or 15(d)2024-07-31SEC
2024-08-20DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342024-10-08SEC
2024-07-2610-KAnnual report pursuant to Section 13 or 15(d)2024-04-30SEC
2024-07-24CORRESPSEC
2024-06-27CORRESPSEC
2024-06-14UPLOADUpload SubmissionSEC
2024-05-10CORRESPSEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-056.78K100
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
Neuberger Berman Group LLC1.28%
BlackRock, Inc.1.00%
GABELLI FUNDS LLC0.49%
DIMENSIONAL FUND ADVISORS LP0.48%
Teton Advisors, LLC0.32%
WELLS FARGO & COMPANY/MN0.29%
GEODE CAPITAL MANAGEMENT, LLC0.26%
OPPENHEIMER & CO INC0.23%
North Star Investment Management Corp.0.17%
STATE STREET CORP0.15%

Funds

Fund% owned
The Gabelli Small Cap Growth Fund0.37%
TETON Westwood Mighty Mites Fund0.32%
iShares Russell 2000 ETF0.28%
North Star Dividend Fund0.17%
U.S. SMALL CAP PORTFOLIO0.16%
U.S. CORE EQUITY 2 PORTFOLIO0.11%
iShares Russell 2000 Growth ETF0.10%
The Gabelli Asset Fund0.10%
Fidelity Small Cap Index Fund0.09%
VANGUARD EXTENDED MARKET INDEX FUND0.08%

OakChart. VALU. Cached 15 minutes.

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