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The Earnings360 Team
Thursday's Featured 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) 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 its 32x current-year earnings represent a premium, that multiple reflects a solid outlook for steady top-line growth, margin improvement, accelerated earnings growth, cash flow generation, and increased capital returns. Capital return is a critical factor for this company's stock-price outlook and value proposition: the dividend is healthy and attractive, increases annually, and share buybacks have returned to the table. After picking Nvidia in 2016, before it jumped 27,000%...
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Click here to get the name of this company, completely free of charge... Click here for the details. The company suspended buybacks in 2020 due to the COVID-19 pandemic but reinstated them in 2023 at a reduced pace compared with prior levels. A key takeaway from the fiscal 2025 year-end report is that margin and cash-flow improvements have increased management's confidence and allowed them 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. With the company's target 5% to 9% growth range, the stock 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 within days of the year-end report and of one another. Buyers included three directors, the CEO, the CFO, and a vice president. The purchases are small—less than 0.02% of the company's value each—but they show broad-based support from executives and directors who already had meaningful stakes. Total insider holdings are roughly 0.78% of outstanding shares and are complemented by robust institutional interest. Institutional activity in 2025 spiked to multi-year highs: sellers outpaced buyers in H1 when shares were higher, then flipped in H2 as buyers outpaced sellers while prices were lower. This rotation, combined with strong institutional ownership, provides meaningful support near current levels. Institutions own more than 91% of the stock, which creates a solid support base with shares near historical lows. Given that dynamic, it is unlikely the market will push significantly below the late‑October/early‑November lows. Q4 results were solid, and 2026 guidance supports sustained cash flow and continued 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 cash flow despite paying dividends, increasing distributions, resuming share buybacks, and reducing debt. The balance sheet showed increased cash, current and total assets, along with reduced debt and liabilities, resulting in a 16% increase in equity. Equity and leverage detail: approximately $268 million in shareholder equity is nearly three times the company's debt, resulting in a leverage ratio of 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 limited, 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 and one Buy) with a price target of $300—about 50% upside from current support levels and a level that may be reached within the next 12 months. Chart action is mixed. The stock remains in a downtrend and has not yet confirmed a bottom or reversal, but it appears close to doing so. The late‑October/early‑November action reflects solid support, and technical indicators are set up to generate a reasonably strong buy signal. The key question is whether WDFC can push above its critical resistance, which sits near $205 for this consumer stock. If it does, that would strengthen the case for a sustained recovery.
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