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The company

Value Line, Inc.

VALU · Nasdaq

FinancialsCapital Markets & Asset ManagementIn trend

VALU stood above a rising 150-day average in 11 of the last 52 weekly readings, including each of the last 7 weeks. It is 13.9% above that average now. Capital Markets & Asset Management: 23% of its 97 stocks in an uptrend (−14 points in four weeks); Financials: 43% (−14 points in four weeks).

Statistics

Rotation
In trend
Weeks in an uptrend
7 in a row
Industry in uptrend
23% -14 in 4 wk
Insider buys, 12 months
$14K
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
50 (+2)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 11 of 52 weeks.

20 Apr – 19 Oct
24%43%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$13KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months1
Sale orders, 12 months0
Buyers · sellers1 · 0
WhoDidSharesTraded
Howard A. BrecherChairman and CEObought200at $33.8921 May 2026filed 22 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders50+2 on the quarter
New · exited4 · 2
Reported value$21.2M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
NEUBERGER BERMAN GROUP LLCadded · filed 13 Aug 2026120,114$4.9M+3,395+2.9%
BlackRock, Inc.added · filed 7 Aug 202694,009$3.8M+10,503+12.6%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 202650,939$2.1M-3,522−6.5%
GABELLI FUNDS LLCunchanged · filed 12 Aug 202646,308$1.9M00.0%
Teton Advisors, LLCunchanged · filed 12 Aug 202629,958$1.2M00.0%
WELLS FARGO & COMPANYadded · filed 14 Aug 202626,858$1.1M+417+1.6%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 202623,769$962K-374−1.5%
OPPENHEIMER & CO INCreduced · filed 3 Aug 202621,018$851K-1,000−4.5%
North Star Investment Management Corp.unchanged · filed 28 Jul 202616,100$652K00.0%
STATE STREET CORPunchanged · filed 7 Aug 202613,861$561K00.0%
31 Mar 2023 – 30 Jun 2026
304049Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Howard A. Brecher Company insiderChairman and CEO · last 21 May 20266 · 0
Glenn J. Muenzer Company insiderDirector · last 29 Aug 20221 · 1
Stephen Anastasio Company insiderVice President and Treasurer · last 16 May 20227 · 0
Alfred R. Fiore Company insiderDirector · last 19 Aug 20205 · 0
William Edward Reed Company insiderDirector · last 11 Aug 20112 · 0
Mary Bernstein Company insiderDirector · last 2 Aug 20111 · 0
Stephen P. Davis Company insiderDirector · last 26 Apr 20111 · 0
Arnold Bernhard & Co Inc Company insider10% owner · last 8 Jan 20084 · 0
Edward J. Shanahan Company insiderDirector · last 19 May 20051 · 0

Same industry

MRX Marex GroupLeading+14%
WT WisdomTreeLeading+8%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2026 · to 30 Apr 202612.1%
Free cash flow marginFY 2026 · to 30 Apr 202655.6%
Return on capital employedFY 2026 · to 30 Apr 20263.1%
Cash conversionFY 2026 · to 30 Apr 202685.9%
Cash and equivalentsFY 2026 · to 30 Apr 2026$24.2M
Free cash flowFY 2026 · to 30 Apr 2026$18.6M

Analyst forecasts

No analyst forecasts yet.