VALU Value Line (VALU) Insider Trading, Ownership & Congress Trades
Financial Services · Investment advice · CIK 0000717720
C-suite buying · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
16
13F, latest reported quarter
What the filings say about VALU
Insiders, 180 days
+$6.8K net bought
1 buyer
Value Line insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, VALUE LINE INC insiders bought a net $6.8K of stock across 3 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 11.1% of the 1,800 shares held after it.
- No other insider bought within 30 days.
- 16 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman and CEO BRECHER HOWARD A bought about $6.8K of VALU on May 21, 2026, the largest insider purchase at the company since 2022; 16 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 50.0% of the 200 shares held after it.
- No other insider sold within 30 days.
- 16 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director MUENZER GLENN J. sold about $9.5K of VALU on Aug 29, 2022, the largest insider sale at the company on our record; 16 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 100.0% of the 600 shares held after it.
- No other insider bought within 30 days.
- 16 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Vice President and Treasurer ANASTASIO STEPHEN bought about $43.8K of VALU on May 16, 2022, the largest insider purchase at the company on our record; 16 funds added in the latest 13F quarter.3 transactions on record · a thin record, read with care
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$6.8K over 180 days
more than 75% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
16 funds bought in last quarter
below 77% of Financial Services
Revenue
-4.7% year over year
below 73% of Financial Services
Margin
64.7% net margin
more than 89% of Financial Services
Buybacks
$100.0K repurchased, FY to 2026-07-31
below 98% of Financial Services
Short interest
2.0% of the float short (float per yahoo 2026-10-26) · 5.2 days to cover · settled 2026-09-30
below 82% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch VALU
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+14.0%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns VALU: institutional holders (13F)
13F holdings, latest reported quarter
120,114 sh
$4.9M
94,009 sh
$3.8M
50,939 sh
$2.1M
46,308 sh
$1.9M
29,958 sh
$1.2M
Congress trades in VALU
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
VALU planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
VALU mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
TETON Westwood Mighty Mites Fund
$1.2M position · as of 2026-06-30
0.6%
North Star Dividend Fund
$518.4K position · as of 2026-05-31
0.5%
The Gabelli Small Cap Growth Fund
$1.4M position · as of 2026-06-30
0.1%
Harbor AlphaEdge Small Cap Earners ETF
$5.3K position · as of 2026-07-31
0.0%
Venerable US Small Cap Fund
$43.6K position · as of 2026-06-30
0.0%
The Gabelli Equity Income Fund
$121.4K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Howard A. Brecher
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$873.4K
$873.4K
$837.4K
+34%
+41%
2024
$890.0K
$890.0K
$867.3K
+49%
+57%
2023
$938.2K
$938.2K
$908.5K
+29%
+34%
2022
$787.2K
$787.2K
$712.2K
+58%
+17%
2021
$789.5K
$789.5K
$714.5K
+122%
+18%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $6.8K bought by insiders over 180 days, 16 funds added last quarter. Each figure is a federal filing, dated the day it went public.
VALU financials
Revenue growth
-4.7%
XBRL, annual
Net margin
64.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$32.9M
four quarters, 2025-08-01 to 2026-07-31
Revenue, TTM VALU
| FY Apr 2026 | $33.4M |
| FY Apr 2025 | $35.1M |
| FY Apr 2024 | $37.5M |
| FY Apr 2023 | $39.7M |
| FY Apr 2022 | $40.5M |
| Jul 2026 | $8.1M |
| Apr 2026 | $8.0M |
| Jan 2026 | $8.3M |
| Oct 2025 | $8.6M |
| Jul 2025 | $8.6M |
| Apr 2025 | $8.4M |
| Jan 2025 | $9.0M |
| Oct 2024 | $8.8M |
At each fiscal year end
Single quarter
Net margin, TTM
+60.3%
net income over revenue, 2025-08-01 to 2026-07-31
Net margin, TTM VALU
| FY Apr 2026 | +64.7% |
| FY Apr 2025 | +59.0% |
| FY Apr 2024 | +50.7% |
| FY Apr 2023 | +45.5% |
| FY Apr 2022 | +58.8% |
| Jul 2026 | +57.8% |
| Apr 2026 | +44.7% |
| Jan 2026 | +71.4% |
| Oct 2025 | +66.4% |
| Jul 2025 | +75.1% |
| Apr 2025 | +47.1% |
| Jan 2025 | +57.6% |
| Oct 2024 | +64.3% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$17.7M
operating cash flow minus capex, 2025-08-01 to 2026-07-31
Free cash flow, TTM VALU
| FY Apr 2026 | $18.6M |
| FY Apr 2025 | $20.1M |
| FY Apr 2024 | $17.9M |
| FY Apr 2023 | $18.1M |
| FY Apr 2022 | $24.6M |
| Jul 2026 | n/a |
| Apr 2026 | $4.8M |
| Jan 2026 | $5.3M |
| Oct 2025 | $3.0M |
| Jul 2025 | $5.6M |
| Apr 2025 | $5.5M |
| Jan 2025 | $6.8M |
| Oct 2024 | $3.0M |
At each fiscal year end
Single quarter
Debt to equity
0.02x
long-term 2021-01-31 (66 months older than the period end) plus current 2022-04-30 (51 months older than the period end); equity 2026-07-31
Debt to equity VALU
| FY Apr 2026 | 0.02x |
| FY Apr 2025 | 0.02x |
| FY Apr 2024 | 0.02x |
| FY Apr 2023 | 0.02x |
| FY Apr 2022 | 0.02x |
| Jul 2026 | 0.02x |
| Apr 2026 | 0.02x |
| Jan 2026 | 0.02x |
| Oct 2025 | 0.02x |
| Jul 2025 | 0.02x |
| Apr 2025 | 0.02x |
| Jan 2025 | 0.02x |
| Oct 2024 | 0.02x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
10.14x
TTM operating cash flow over long-term 2021-01-31 (66 months older than the period end) plus current 2022-04-30 (51 months older than the period end)
Cash flow to debt VALU
| FY Apr 2026 | 10.63x |
| FY Apr 2025 | 11.58x |
| FY Apr 2024 | 10.26x |
| FY Apr 2023 | 10.40x |
| FY Apr 2022 | 14.10x |
| Jul 2026 | 10.14x |
| Apr 2026 | 10.63x |
| Jan 2026 | 11.06x |
| Oct 2025 | 11.96x |
| Jul 2025 | 12.03x |
| Apr 2025 | 11.58x |
| Jan 2025 | 10.56x |
| Oct 2024 | 11.45x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+18.7%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on equity VALU
| FY Apr 2026 | +20.8% |
| FY Apr 2025 | +21.7% |
| FY Apr 2024 | +21.8% |
| FY Apr 2023 | +22.1% |
| FY Apr 2022 | +32.5% |
| Jul 2026 | +18.7% |
| Apr 2026 | +20.8% |
| Jan 2026 | +21.3% |
| Oct 2025 | +21.0% |
| Jul 2025 | +21.6% |
| Apr 2025 | +21.7% |
| Jan 2025 | +22.9% |
| Oct 2024 | +24.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+13.2%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on assets VALU
| FY Apr 2026 | +14.6% |
| FY Apr 2025 | +14.7% |
| FY Apr 2024 | +14.2% |
| FY Apr 2023 | +13.9% |
| FY Apr 2022 | +19.1% |
| Jul 2026 | +13.2% |
| Apr 2026 | +14.6% |
| Jan 2026 | +14.9% |
| Oct 2025 | +14.8% |
| Jul 2025 | +14.8% |
| Apr 2025 | +14.7% |
| Jan 2025 | +15.5% |
| Oct 2024 | +16.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on invested capital VALU
| FY Apr 2026 | n/a |
| FY Apr 2025 | n/a |
| FY Apr 2024 | n/a |
| FY Apr 2023 | n/a |
| FY Apr 2022 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+2.8%
operating income (EBIT proxy) over average of 2025-07-31 and 2026-07-31 minus current liabilities
Return on capital employed VALU
| FY Apr 2026 | +3.2% |
| FY Apr 2025 | +5.1% |
| FY Apr 2024 | +8.3% |
| FY Apr 2023 | +10.8% |
| FY Apr 2022 | +10.9% |
| Jul 2026 | +2.8% |
| Apr 2026 | +3.2% |
| Jan 2026 | +3.9% |
| Oct 2025 | +4.4% |
| Jul 2025 | +4.7% |
| Apr 2025 | +5.1% |
| Jan 2025 | +5.7% |
| Oct 2024 | +6.4% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
fewer than four consecutive quarters of diluted EPS
P/E, trailing VALU
| FY Apr 2026 | n/a |
| FY Apr 2025 | n/a |
| FY Apr 2024 | n/a |
| FY Apr 2023 | n/a |
| FY Apr 2022 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$385.7M
market value at close 2026-10-26 on 2026-08-31 shares, plus long-term 2021-01-31 (66 months older than the period end) plus current 2022-04-30 (51 months older than the period end), minus cash 2026-07-31
Enterprise value VALU
| FY Apr 2026 | $307.9M |
| FY Apr 2025 | $352.7M |
| FY Apr 2024 | $338.5M |
| FY Apr 2023 | $426.5M |
| FY Apr 2022 | $595.5M |
| Jul 2026 | $306.6M |
| Apr 2026 | $307.9M |
| Jan 2026 | $307.2M |
| Oct 2025 | $303.0M |
| Jul 2025 | $317.5M |
| Apr 2025 | $352.7M |
| Jan 2025 | $345.0M |
| Oct 2024 | $445.8M |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+4.4%
TTM free cash flow over market value at close 2026-10-26
FCF yield VALU
| FY Apr 2026 | +5.6% |
| FY Apr 2025 | +5.2% |
| FY Apr 2024 | +5.3% |
| FY Apr 2023 | +4.2% |
| FY Apr 2022 | +4.0% |
| Jul 2026 | +5.5% |
| Apr 2026 | +5.6% |
| Jan 2026 | +5.5% |
| Oct 2025 | +6.0% |
| Jul 2025 | +6.0% |
| Apr 2025 | +5.2% |
| Jan 2025 | +4.9% |
| Oct 2024 | +4.4% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
fewer than four consecutive quarters of diluted EPS
PEG, trailing VALU
| FY Apr 2026 | n/a |
| FY Apr 2025 | n/a |
| FY Apr 2024 | n/a |
| FY Apr 2023 | n/a |
| FY Apr 2022 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-04 | 2025-04 | 2024-04 | 2023-04 | |
|---|---|---|---|---|
| Revenue | $33.4M | $35.1M | $37.5M | $39.7M |
| Operating income | $4.0M | $6.0M | $9.1M | $11.5M |
| Net income | $21.6M | $20.7M | $19.0M | $18.1M |
| Operating cash flow | $18.6M | $20.2M | $17.9M | $18.2M |
| Cash | $24.2M | $34.1M | $4.4M | $7.6M |
| Buybacks | $928.0K | $453.0K | $523.0K | $4.7M |
| Dividends paid | $12.2M | $11.3M | $10.6M | $9.5M |
SEC XBRL, fiscal years, as known on 2026-10-27
VALU Stock Sonar score 6/7 axes
Find similar shapesCompareVALU ranks highest on financial health (88th percentile) and risk and compliance (81st), and lowest on institutional and government (23rd), among Financial Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
VALU filings, in plain words
Are Value Line insiders buying or selling VALU?
In the 180 days to 2026-10-27, Value Line insiders were net buyers, a net $6.8K across purchases and sales reported on Form 4, by 1 buyer.
Read the full summary
In the 180 days to 2026-10-27, Value Line insiders were net buyers of VALU, a net $6.8K across purchases and sales reported on Form 4 by 1 buyer. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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