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The Earnings360 Team
For Your Education and Enjoyment 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) signals value as the stock trades near its long-term lows and at the low end of its historical price-to-earnings (P/E) range. While the stock's 32x current-year earnings represents a premium, it reflects a solid outlook for steady top-line growth, margin improvement, accelerated earnings growth, cash flow, and capital returns. Capital return is a critical factor in the stock's outlook and value proposition: the dividend is healthy and increases annually, and share buybacks have resumed. I turned a $1.20 Nvidia option into a 108% gain in just eight days — without needing a big stock move — and now I'm revealing the counterintuitive options method that makes it possible to target 100%+ gains on popular stocks like Apple, Google, and Nvidia. See the full breakdown of this dirt-cheap options strategy here Buybacks were suspended in 2020 due to the COVID-19 pandemic but were reinstated in 2023 at a reduced pace versus prior levels. In the F2025 year-end report, improving margins and cash flow increased management's confidence, allowing them to accelerate the pace of repurchases. For investors, that represents a strengthening tailwind for a tightly held stock that is likely to advance over coming quarters and years. With the company's target 5%–9% annual growth rate, WDFC could 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 from six insiders clustered within days of the year-end report. Buyers included three directors, the CEO, the CFO, and a vice president. The purchases were small—amounting to less than 0.02% of the company's market value—but they show broad-based support from insiders who already hold stakes. Insiders' total holdings are approximately 0.78% of the stock, and that position is compounded by robust institutional ownership. Institutional activity in 2025 spiked to multi-year highs, reflecting a rotation: sellers outpaced buyers in H1 when prices were higher, then buyers outpaced sellers in H2 when prices were lower. The critical takeaway is that institutions own more than 91% of the stock, providing a deep support base with shares trading near historical lows. With that dynamic in place, it is less likely the stock will fall substantially below the late-October/early-November lows. Q4 results were solid, bolstering the outlook, and 2026 guidance supports continued cash flow and capital returns. Highlights from F2025 include moderate mid-single-digit revenue growth, expanding gross and operating margins, a recovery in gross margin to historical norms a year ahead of expectations, and positive cash flow despite paying dividends, increasing distributions, share buybacks, and reducing debt. The balance sheet showed higher cash, higher current and total assets, and reduced debt and liabilities, resulting in a 16% increase in equity. On the balance sheet, roughly $268 million in shareholder equity is nearly three times the company's debt, producing a leverage ratio of about 0.3x long-term debt and roughly 1.1x total liabilities. Analysts' Coverage Is Tepid, But Very Bullish on WDFC Stock Analyst coverage of WDFC is relatively light, with only two current reports tracked by InsiderTrades. Both reports were issued in the second half of 2025 and are bullish overall. The consensus is a Moderate Buy (one Hold, one Buy) with a $300 price target, implying roughly 50% upside from current support levels and potential to be reached within the next 12 months. Chart action is mixed. The stock remains in a downtrend and has not yet confirmed a clear bottom or reversal, but it appears close to doing so. Late-October/early-November price action shows support, and technical indicators are set up to generate a reasonably strong buy signal. The key question is whether WDFC can move above the near-term resistance level around $205 for this consumer stock.
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