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The Earnings360 Team
Today's Bonus Story 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 long-term lows and at the low end of its historical price-to-earnings (P/E) range. Its current-year P/E of 32x is a premium, but it reflects expectations for steady top-line growth, margin expansion, accelerating earnings, stronger cash flow, and increased capital returns. Capital returns are a critical factor for this company's stock-price outlook and value proposition, because its dividend is healthy and attractive, increases annually, and share buybacks are back on the table. A major shift is coming to the gold market — the world's largest gold buyer is preparing to launch a new way for everyday Americans to invest in gold with a click, and when it goes live in 2026 it could unleash a wave of demand unlike anything we've seen. Garrett Goggin believes one $1.60 gold stock is positioned to be a prime beneficiary of this surge — a move where even a small price jump could mean a meaningful gain — along with several other miners set to ride the same trend. Click here to see the $1.60 gold stock and Garrett's full list of recommendations The company suspended buybacks in 2020 due to the COVID-19 pandemic, but reinstated them in 2023 at a reduced pace relative to prior levels. The F2025 year-end report shows margin and cash-flow improvements that increased management's confidence and allowed them to accelerate the pace of buybacks. This creates a strengthening tailwind for a tightly held stock that may appreciate over the coming quarters and years. At the company's target 5%–9% growth rate, 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 — three directors, the CEO, the CFO, and a VP. Each purchase was small (less than 0.02% of the company's value) but shows broad-based support from insiders who already hold stakes. Total insider holdings are approximately 0.78% of the outstanding stock 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 fell. With institutions owning more than 91% of the stock, there is a solid support base with shares near historical lows. It is unlikely the market will fall significantly below the late-October/early-November lows given this dynamic. Q4 results were solid, bolstering the outlook, and 2026 guidance appears sufficient to sustain cash flow and capital returns. Highlights from F2025 include 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 despite paying dividends, increasing distributions, buying back shares, and reducing debt. The balance sheet shows higher cash, current and total assets, and lower debt and liabilities, resulting in a 16% increase in equity. Shareholder equity of about $268 million is nearly three times total debt, implying a leverage ratio of roughly 0.3x for long-term debt and about 1.1x when considering total liabilities. Analysts' Coverage Is Tepid, But Very Bullish on WDFC Stock Analyst coverage of WDFC is limited — InsiderTrades tracks only two current reports. Both were issued in the second half of 2025, and both are bullish. The consensus is a Moderate Buy, composed of one Hold and one Buy rating, with an average price target of $300. That equates to roughly a 50% upside from current support levels and could be reached within the next 12 months. Technically, the chart is mixed: the stock remains in a downtrend and has not yet confirmed a bottom, but it appears close to reversing. Late-October/early-November price action shows support, and indicators suggest a potential strong buy signal. The key question is whether WDFC can break above the critical resistance near $205 for this consumer stock.
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