Good day,
Thank you for subscribing to the Earnings360 newsletter, your daily source for quarterly earnings news and updates.
Each morning edition contains a wrap-up of today's pre-market earnings announcements and yesterday's earnings announcements after the closing bell.
Before we send you your first edition, please take a moment to confirm your subscription below. We will not be able to send your newsletter until you confirm your subscription.
Confirm Your Subscription Here
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) signals value. The stock trades near its long-term lows and at the low end of its historical price-to-earnings (P/E) range. While the current ~32x forward earnings multiple is a premium, it reflects expectations for steady top-line growth, margin expansion, accelerating earnings, improved cash flow, and meaningful capital returns. Capital return is a critical factor for the company's value proposition: the dividend is attractive and increases annually, and share buybacks have resumed. Buybacks were suspended in 2020 during the COVID-19 pandemic but were reinstated in 2023 at a reduced pace compared with pre-pandemic levels. Key details from the fiscal 2025 year-end report show margin and cash-flow improvements that increased management's confidence and allowed them to accelerate repurchases. For investors, that represents a strengthening tailwind for a tightly held stock that is likely to appreciate over coming quarters and years. Assuming the company's target 5%–9% growth pace, the shares 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 by six insiders within days of the year-end report — three directors, the CEO, the CFO, and a VP. The purchases were small (each amounting to less than 0.02% of the company's value) but show broad-based support from insiders who already hold stakes in the company. Total insider holdings are roughly 0.78% of the shares outstanding and are complemented by strong institutional ownership. Institutional activity in 2025 rose to multi-year highs. Sellers outpaced buyers in H1, when prices were higher, then the trend reversed in H2, with buyers outpacing sellers as prices fell. The critical takeaway: institutions now own more than 91% of the stock, providing a substantial support base with shares trading near historical lows. Given this ownership dynamic, it is unlikely the stock will fall materially below the late‑October/early‑November lows. Q4 results were solid, and 2026 guidance supports ongoing cash flow and capital returns. Highlights from fiscal 2025 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 operating cash flow despite continuing dividends, increased distributions, share buybacks, and debt reduction. The balance sheet showed higher cash, current assets, and total assets, alongside reduced debt and liabilities, driving a 16% increase in shareholders' equity. Shareholders' equity of approximately $268 million is nearly three times the company's debt, yielding a leverage ratio of about 0.3x long-term debt and roughly 1.1x when measured against total liabilities. 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 an average price target of $300, implying roughly a 50% upside from recent support levels and potential realization within the next 12 months. Technically, the chart action is mixed. The stock remains in a downtrend and has not yet confirmed a definitive bottom or reversal, but it appears close to doing so. Late‑October/early‑November price action established support, and indicators are positioned to trigger a reasonably strong buy signal. The key question is whether WDFC can move above near-term resistance, which sits around $205 for this consumer stock. If it does, that would strengthen the bullish case.
|