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The Earnings360 Team
Just For You Does Insider Buying Signal Value in the WD-40 Company?Written by Thomas Hughes. Published 11/17/2025. 
Key Points - WD-40 Company insiders are buying and signaling a value in this cash-producing, capital-return machine.
- Dividends are reliable, the yield is attractive, and repurchases will accelerate in F2026.
- Institutional and analyst trends align with a market bottom in Q4 2025.
Insider buying at the WD-40 Company (NASDAQ: WDFC) suggests value. The stock is trading near its long-term lows and at the low end of its historical price-to-earnings (P/E) range. While the current-year multiple of about 32x is a premium, it reflects expectations for steady revenue growth, margin expansion, accelerating earnings, stronger cash flow, and continued capital returns. Capital return is a critical factor for the company's stock outlook and value proposition: the dividend is healthy and increases annually, and share buybacks have returned to the table. Black Friday Deal: Trade with AI for Just $1
Get 12 months of The Tim Sykes Letter + 30 days of XGPT access. [Claim My $1 Deal] Buybacks were suspended in 2020 because of the COVID-19 pandemic but were reinstated in 2023 at a reduced pace. In the F2025 year-end report, margin and cash-flow improvements gave management the confidence to accelerate the pace of repurchases. For investors, that creates a strengthening tailwind for a tightly held stock that is likely to advance over the coming quarters and years. At the company's target annual growth rate of 5% to 9%, the shares would trade below 20x earnings by 2030 and in the low teens by 2035. 
Insiders, Institutions and Analysts Increased Exposure in the Back Half of 2025 The insider activity is notable. InsiderTrades tracked six purchases from six insiders made within days of the year-end report and of each other. Buyers included three directors, the CEO, the CFO, and a vice president. Each purchase was small (less than 0.02% of the company's market value) but shows broad-based support from insiders who already hold stakes. Total insider holdings equal roughly 0.78% of the stock and are bolstered by strong institutional interest. Institutional activity in 2025 rose to multi-year highs. Sellers outpaced buyers in H1, when prices were higher, then buyers outpaced sellers in H2, when prices were lower—a rotation that suggests accumulation at depressed levels. A key point: institutions own more than 91% of the shares, providing a solid support base near historical lows. That makes a significant decline below the late-October/early-November lows less likely. Q4 results were solid and 2026 guidance appears sufficient to sustain cash flow and capital returns. F2025 highlights include moderate mid-single-digit revenue growth, expanding gross and operating margins, a recovery in gross margin to historical norms ahead of expectations, and positive cash flow despite paying dividends, increasing distributions, resuming buybacks, and reducing debt. The balance sheet showed higher cash, current and total assets, lower debt and liabilities, and a 16% increase in equity. On a leverage basis, about $268 million in shareholder equity is roughly three times the company's debt, yielding a long-term debt leverage ratio near 0.3x and total liabilities at approximately 1.1x. Analyst Coverage Is Limited but Bullish Analyst coverage of WDFC is thin—only two current reports tracked by InsiderTrades—but both were published in the second half of 2025 and are bullish overall. The consensus rates the stock a Moderate Buy (one Hold and one Buy) with a blended price target of $300, implying roughly 50% upside from current support levels and potentially achievable within the next 12 months. Technically, the chart action is mixed. The stock remains in a downtrend and has not yet confirmed a bottom or reversal, but it appears to be close. Late-October/early-November price action established support, and technical indicators are poised to generate a reasonably strong buy signal. The next question is whether WDFC can move above critical resistance near $205 for this consumer stock.
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