Value Line (VALU)
Publishes investment research and licenses Value Line ranks for managed products.
Something off on this page? Send us feedback.
Publishes investment periodicals, data, and proprietary ranks for individual investors, professionals, libraries, and investment firms. Economics come from the Publishing segment plus non-voting revenue and profit interests in EULAV Asset Management, the adviser to Value Line Funds.
Produces investment periodicals, related publications, data, and proprietary ranks through a single Publishing segment. Products cover stocks, mutual funds, ETFs, and options, with retail, professional, library, and investment-firm channels.
Runs from New York with a research/process discipline around analyst holdings and employee trading around rank changes. The Value Line Investment Survey and related digital services anchor the product family, while copyrights and ranking information are also licensed for third-party use.
Economics also depend on non-voting revenue and profit interests in EULAV Asset Management, adviser to the Value Line Funds. Arnold Bernhard & Co. controls the voting stock, and the business faces larger research competitors, free online investment information, and customer concentration in publishing.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $88.5M · Total debt $1.9M · Total assets $152.7M · Shareholders' equity $109.2M
- Revenue
- $8.1M
- Operating income
- $1.0M
- Net income
- $4.7M
HistoryDividendAnnual yield
| Institutions | 5.58% | 523.7K shares | |
|---|---|---|---|
| 53 holders · as of Jun 30, 2026 | |||
| Insiders | 0.02% | 2.0K shares | |
| 2 holders · as of Jun 30, 2026 | |||
| Other | 94.40% | 8.86M shares | |
| remainder | |||
9.38M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Neuberger Berman Group LLCInstitution | 1.28% | 120,114 | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 1.00% | 94,009 | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 0.54% | 50,939 | as of Jun 30, 2026 |
Gabelli Funds LLCInstitution | 0.49% | 46,308 | as of Jun 30, 2026 |
Teton Advisors, LLCInstitution | 0.32% | 29,958 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 21, 2026 | Howard A. Brecher | director, officer: Chairman and CEO | +200 | $33.89 |
- Morningstar
Investor ratings, data, and advisor tools across retail and institutions
- FactSet
Institutional financial data and analytics for investment workflows
- S&P Global
Market intelligence, ratings, indices, and workflow data at global scale
- MSCI
Indexes, analytics, and portfolio-risk tools for global investors
- Moody's
Credit ratings, research, and Moody's Analytics risk data
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Value Line | $38.70 | −1.68% | $360.6M | 18.2 | — | 11.0 | −6.5% |
| Morningstar | $195.23 | 0.00% | $7.56B | 19.1 | 15.1 | 2.9 | +9.6% |
| FactSet | $276.42 | −0.01% | $10.10B | 18.7 | 14.4 | 4.1 | +6.4% |
| S&P Global | $403.00 | +0.10% | $119.24B | 24.6 | 21.3 | 7.4 | −2.1% |
| MSCI | $548.88 | +0.01% | $40.64B | 30.8 | 26.0 | 12.2 | +12.2% |
| Moody's | $469.25 | +0.06% | $80.94B | 29.7 | 26.4 | 9.9 | +15.1% |
| Median | 24.6 | 21.3 | 7.4 | +9.6% |