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The Earnings360 Team
Today's Bonus Article 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) points to potential value. The stock trades near long-term lows and at the low end of its historical price-to-earnings (P/E) range. Its roughly 32x current-year earnings is a premium, but reflects expectations for steady revenue growth, margin expansion, accelerated earnings gains, stronger cash flow, and increased capital returns. Capital returns are a critical factor in the stock's outlook and value proposition: dividends are healthy and grow annually, and share buybacks have resumed. Street Ideas highlights early activity in small-cap names before they show up on mainstream radars. Stay ahead of the noise with alerts focused on real momentum, not hype. Get Early Access — Join Free Buybacks were suspended in 2020 due to the COVID-19 pandemic but were reinstated in 2023 at a reduced pace. In the F2025 year-end report, management cited margin and cash-flow improvements that boosted confidence and allowed them to accelerate the pace of repurchases. That creates a strengthening tailwind for a tightly held stock that is likely to appreciate over coming quarters and years. At the company's target growth rate of 5%–9%, the stock would trade below 20x earnings by 2030 and in the low teens by 2035.  Insiders, Institutions, and Analysts Buy WDFC Stock in the Back Half of 2025 The insider activity is noteworthy. InsiderTrades tracked six purchases by six insiders within days of the year-end report. Buyers included three directors, the CEO, the CFO, and a vice president. Each purchase was small — totaling less than 0.02% of the company's market value — but signals broad-based support from people who already hold stakes. Insiders now hold roughly 0.78% of outstanding shares, complemented by strong institutional interest. Institutional activity in 2025 spiked to multi-year highs. Sellers outpaced buyers in H1, when prices were higher, and buyers dominated in H2, when prices were lower — consistent with market rotation and robust support. Institutions own more than 91% of the stock, creating a solid support base as shares trade near historical lows. Given that dynamic, a significant drop below the late-October/early-November lows seems unlikely. Q4 results bolstered the outlook, and 2026 guidance supports continued cash flow and capital returns. F2025 highlights include mid-single-digit revenue growth; expanding gross and operating margins; gross margin recovering to historical norms a year ahead of expectations; and positive cash flow despite paying dividends, increasing distributions, executing share buybacks, and reducing debt. The balance sheet strengthened — cash and total assets rose while debt and liabilities fell — producing a 16% increase in equity. Shareholder equity is about $268 million — nearly three times total debt — implying a long-term-debt-to-equity ratio of roughly 0.3x and total-liabilities-to-equity of about 1.1x. Analysts' Coverage Is Tepid, But Very Bullish on WDFC Stock Analyst coverage is thin — only two current reports are tracked by InsiderTraders — but both were issued in the second half of 2025 and are bullish. The consensus is a Moderate Buy (one Hold and one Buy) with a $300 price target, roughly 50% above current critical support levels and potentially attainable within the next 12 months. Technically, the stock is in a downtrend and has not yet confirmed a bottom, but it appears close to reversing. Late-October/early-November price action shows support, and technical indicators are poised to generate a buy signal. The key question is whether WDFC can clear the critical resistance near $205 for this consumer stock.
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