VALU PRESS-RELEASE SEC Filing Analysis

Final — all horizons settled through T+60d

VALU ▼ -10.09% at T+60d

LONG call ✗ call lost -10.09% · α vs SPY -19.95% · entry $36.04 → $32.40

Last close $34.06 (close Jun 12) · -5.48% from $36.04 entry

Entry anchored
Mar 16, 03:55 PM ET
via Databento tick

T+1d

-1.37%

call -1.37% · α +0.02%

$35.54

settled 3mo ago

T+5d

-1.32%

call -1.32% · α +1.34%

$35.56

settled 3mo ago

T+20d

-3.49%

call -3.49% · α -7.79%

$34.78

settled 2mo ago

T+60d

-10.09%

call -10.09% · α -19.95%

$32.40

settled 5d ago

Price Chart

Loading chart...

Executive Summary

Value Line, Inc. reported financial results for the nine months ended January 31, 2026, showing a 7.9% year-over-year increase in net income to $18.05 million ($1.92 per share) and a 51.2% increase in investment gains. Shareholders' equity rose 8.1% since April 30, 2025, reflecting solid financial performance. The report is based on the Form 10-Q filing, with no guidance or revenue figures provided.

Key Financial Metrics

EPS

$1.92

Actionable Insight

The significant increase in investment gains and net income suggests strong capital deployment or market appreciation benefits. Traders should monitor whether this outperformance is sustainable or driven by one-time gains, especially given the lack of revenue disclosure. The stock's relatively small market cap ($351M) could make it sensitive to continued positive earnings trends.

Key Facts

Net income for the nine months ended January 31, 2026: $18,052,000 ($1.92/share), up 7.9% from $16,735,000 ($1.78/share) in the prior year period.
Total investment gains increased 51.2% year-over-year during the nine-month period.
Shareholders' equity grew to $107,759,000, up 8.1% from $99,678,000 as of April 30, 2025.
Retained earnings increased 7.8% to $122,285,000 as of January 31, 2026.
No revenue or operating income figures were disclosed; performance appears driven by investment gains.

Financial Impact

Net income increased by $1.32 million (7.9%) year-over-year, with investment gains up $1.83 million (51.2%). Shareholders' equity increased by $8.08 million (8.1%).

net incomeepsinvestment gainsshareholders_equityretained_earnings

Risk Factors

Performance may be heavily influenced by volatile investment gains rather than core subscription revenue.
No revenue or operating income data was provided, limiting visibility into underlying business fundamentals.
Forward-looking statements cite risks related to market conditions, competition from free investment information, and dependence on key personnel at EULAV Asset Management.

Market Snapshot

Exchange

Nasdaq

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3256801

2 reports for VALU

T+1T+5T+20T+60

Filters

Reports for VALU — sortable, filterable
	Type				Now
Apr 17, 2026 8w ago	Press Release NEUTRAL ★ 3/10	$35.70 $32.73	▼ −8.32%	▼ −12.52%	$34.06 (−4.59%)
Mar 16, 2026 12w ago	Press Release BULLISH ★ 6/10	$36.04 $34.78	▼ −3.49%	▼ −7.79%	$34.06 (−5.48%)

US Market Status

Market Closed — Opens in 4h 43m

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access