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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) suggests 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 its 32x current-year earnings is a premium, it reflects expectations for steady top-line growth, margin expansion, accelerating earnings, stronger cash flow, and continued capital returns. Capital return is a critical factor in the stock's outlook: the dividend is healthy, increases annually, and share buybacks are back on the table. On July 4th, Trump signed the "One Big Beautiful Bill," adding $3.4 trillion to the national debt — and pushing America's debt-to-GDP ratio to 175%.
Top investors are warning of an epic bubble bursting soon. A free guide reveals how to shield your 401(k), savings, and portfolio before the collapse. Claim your FREE Big Beautiful Bubble Survival Guide now The company suspended buybacks in 2020 due to the COVID-19 pandemic but reinstated them in 2023 at a reduced pace. In the F2025 year-end report, margin and cash flow improvements increased management's confidence and allowed them to accelerate buybacks. That creates a strengthening tailwind for a tightly held stock that could advance over the coming quarters and years. At the company's target annual growth of 5% to 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 from six insiders within days of the year-end report and of each other. Buyers included three directors, the CEO, the CFO, and a VP. The purchases were small — under 0.02% of the company's shares outstanding — but they show broad-based support from insiders who already hold meaningful stakes. Total insider holdings are roughly 0.78% of the company and are complemented by strong institutional interest. Institutional activity in 2025 spiked to multi-year highs: sellers outpaced buyers in H1 when prices were higher, then buyers outpaced sellers in H2 when prices were lower, reflecting a market rotation and robust support. The critical takeaway is that institutions own more than 91% of the stock, providing a solid support base with shares trading near historical lows. It is unlikely the stock will fall significantly below the late-October/early-November lows with that dynamic in place. 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 dividends, increased distributions, share buybacks, and debt reduction. The balance sheet showed higher cash, current, and total assets combined with reduced debt and liabilities, resulting in a 16% increase in equity. Regarding leverage, approximately $268 million in shareholder equity is nearly three times long-term debt, implying a long-term debt-to-equity ratio of about 0.3x, with total liabilities roughly 1.1x equity. Analysts' Coverage Is Tepid, But Very Bullish on WDFC Stock Analyst coverage is thin — InsiderTraders tracks only two current reports — 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 price target of $300, roughly 50% above current support and potentially reachable within 12 months. Chart action is mixed. The stock remains in a downtrend and hasn't confirmed a 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 trigger a reasonably strong buy signal. The key question is whether WDFC can move above critical resistance, which sits near $205 for this consumer stock.
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