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The Earnings360 Team
Tuesday's Featured News 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 long-term lows and at the lower end of its historical price-to-earnings (P/E) range. Its current ~32x forward earnings is a premium, but reflects expectations for steady top-line growth, margin improvement, accelerating earnings, stronger cash flow, and increased capital returns. Capital returns are a critical part of the company's value proposition and outlook. The dividend is healthy and consistently increased year over year, and share buybacks have returned to management's toolkit. Warren Buffett is the greatest value investor of all time. But even the Oracle of Omaha has limits.
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These stocks are flying under Wall Street's radar and still accessible to individual investors like you. >> Click here to get your free copy of this report Buybacks were suspended in 2020 during the COVID-19 pandemic and reinstated in 2023 at a reduced pace versus prior levels. In the F2025 year-end report, management said improving margins and cash flow gave it confidence to accelerate repurchases. For investors, that creates a strengthening tailwind for a tightly held stock that is likely to make gradual gains over the coming quarters and years. Assuming the company's target 5%–9% growth range, WDFC would trade below 20x earnings by 2030 and in the low teens by 2035. 
Insiders, Institutions, and Analysts Bought WDFC Stock in the Back Half of 2025 The insider activity is notable. InsiderTrades tracked six purchases by six insiders within days of the year-end report and of each other. Buyers included three directors, the CEO, the CFO, and a vice president. The individual purchases were small (each under 0.02% of the company), but they show broad-based support from people who already have skin in the game. Total insider holdings are roughly 0.78% of the company and are complemented by strong institutional interest. Institutional activity spiked in 2025 to multi-year highs, reflecting rotation and robust market support. Sellers outpaced buyers in H1 when prices were higher, then the trend reversed in H2 as prices fell and buyers dominated. The key point is that institutions own more than 91% of the stock, which provides a solid support base with shares near historical lows. Given that ownership profile, it is unlikely the stock will fall significantly below the late-October/early-November lows. Q4 results were solid, and 2026 guidance appears sufficient to sustain cash flow and capital returns. Highlights from F2025 include moderate mid-single-digit revenue growth, expanding gross and operating margins, and a recovery in gross margin to historical norms a year earlier than expected. The company generated positive cash flow while paying dividends, increasing distributions, executing share buybacks, and reducing debt. The balance sheet showed higher cash, increased current and total assets, lower debt and liabilities, and a 16% rise in equity. On a leverage basis, about $268 million in shareholder equity is roughly three times long-term debt, producing a long-term debt leverage ratio near 0.3x and total liabilities at approximately 1.1x equity. Analyst Coverage Is Light but Bullish on WDFC Analyst coverage of WDFC remains light—InsiderTraders tracks only two current reports—but both were issued in the second half of 2025 and are constructive. The consensus is a Moderate Buy (one Hold and one Buy) with a price target of $300, implying roughly a 50% upside from recent support levels and a possible 12-month timeframe to reach that target. Technically, the chart is mixed. The stock remains in a downtrend and has not yet confirmed a clear bottom or reversal, though it appears close to doing so. Late-October/early-November action shows support, and indicators are positioned to generate a reasonably strong buy signal if momentum picks up. The immediate question is whether WDFC can clear the nearby resistance level, which sits around $205 for this consumer stock.
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