WDFC
WD 40 CO
$205.55
+1.06%
$2.8B
No data for this timeframe.
Vol
Market Cap$2.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders9 funds
Inst. Value$497.0M
Inst. Activity2 buys / 0 sells
Insider Activity1B / 0S
Insider Net $$104.8K
SEC Reports1
Recent Activity
Apr 21, 2026
SEC
WD-40 reported Q2 revenue of $161.7M (+11% YoY) and EPS of $1.50, missing consensus of $1.57. The miss was driven by a $
8-K — Impact 6/10
Feb 5, 2026
Insider
PENDARVIS DAVID bought 424 shares
Director @ $247.15 ($104.8K)
Inst.
NORGES BANK — NEW
28,400 shares ($5.6M)
Inst.
FMR LLC — DOUBLED
13,051 shares ($2.6M)
Apr 9, 2026
earnings_calendar
WDFC Q2 2026 Earnings Scheduled — 2026-04-09
Price Targets
$249.50
+16.7% upside
Buy
Current $213.82
Low $229.00
Median $249.50
High $270.00
2 analysts
$229.00
$270.00
Analyst Ratings
4Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 10, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Apr 6, 2026 | William Blair | INITIATE | Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.57 | $1.54 — $1.58 | 2% YoY | 3 |
| Next Q | $1.66 ▼ -8.9% | $1.62 — $1.70 | 6% YoY | 3 |
| Current FY | $5.99 ▼ -1.7% | $5.90 — $6.07 | 3% YoY | 3 |
| Next FY | $6.37 ▼ -2.9% | $6.35 — $6.40 | 6% YoY | 3 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $325.0M | — |
| RENAISSANCE TECHNOLOGIES LLC | $49.7M | — |
| MORGAN STANLEY | $37.9M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $29.0M | NEW |
| TWO SIGMA INVESTMENTS, LP | $25.5M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 5, 2026 | PENDARVIS DAVID | BUY | $104.8K |
9 institutional holders with $497.0M total value (2,524,271 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1,650,622 | $325.0M | 65.4% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 252,268 | $49.7M | 10.0% | — |
| 3 | MORGAN STANLEY | 192,489 | $37.9M | 7.6% | — |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 147,279 | $29.0M | 5.8% | NEW |
| 5 | TWO SIGMA INVESTMENTS, LP | 129,261 | $25.5M | 5.1% | ADD +36.4% |
| 6 | WELLS FARGO & COMPANY/MN | 75,015 | $14.8M | 3.0% | — |
| 7 | BANK OF AMERICA CORP /DE/ | 35,886 | $7.1M | 1.4% | — |
| 8 | NORGES BANK | 28,400 | $5.6M | 1.1% | NEW |
| 9 | FMR LLC | 13,051 | $2.6M | 0.5% | DOUBLED +232.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 28,400 | — | $5.6M | 2025-Q4 |
| FMR LLC | DOUBLED | 3,927 | 13,051 | +232.3% | $2.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 95,883 | 130,771 | +36.4% | $25.8M | 2025-Q3 |
| NORGES BANK | EXIT | 160,300 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 160,300 | — | $36.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 28,463 | 95,883 | +236.9% | $21.9M | 2025-Q2 |
| UBS Group AG | ADD | 31,414 | 47,009 | +49.6% | $11.5M | 2025-Q1 |
| FMR LLC | TRIM | 5,581 | 3,207 | -42.5% | $782.5K | 2025-Q1 |
| NORGES BANK | EXIT | 224,867 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 84,559 | 32,705 | -61.3% | $7.9M | 2024-Q4 |
| UBS Group AG | DOUBLED | 14,727 | 31,414 | +113.3% | $7.6M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 145,462 | — | $37.5M | 2024-Q3 |
1 unique insiders with 1 transactions. Net insider value: $104.8K ($104.8K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 5, 2026 | PENDARVIS DAVID | Director | BUY | 424 | $247.15 | $104.8K |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 6.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (80% buy). Based on 10 analysts: 4 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$249.50 mean target
+16.7% upside
Buy (3.00)
$229.00 Low
$270.00 High
| Metric | Value |
|---|---|
| Current Price | $213.82 |
| Target Low | $229.00 |
| Target Mean | $249.50 |
| Target Median | $249.50 |
| Target High | $270.00 |
| # Analysts | 2 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-05-31 |
$1.57 | $1.54 | $1.58 | 1.7% | +0.1% | 0↑ 1↓ | $0.2B | 10.3% | 3 |
| Next Q 2026-08-31 |
$1.66 | $1.62 | $1.70 | 5.9% | -8.9% | 0↑ 1↓ | $0.2B | 8.5% | 3 |
| Current FY 2026-08-31 |
$5.99 | $5.90 | $6.07 | 2.9% | -1.7% | 1↑ 1↓ | $0.7B | 6.4% | 3 |
| Next FY 2027-08-31 |
$6.37 | $6.35 | $6.40 | 6.3% | -2.9% | 0↑ 2↓ | $0.7B | 5.8% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.567 | |
| 7d ago | $1.565 | +0.002 |
| 30d ago | $1.565 | +0.002 |
| 60d ago | $1.565 | +0.002 |
| 90d ago | $1.565 | +0.002 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 10, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Apr 6, 2026 | William Blair | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 4 | 2 | 0 | 0 | 80% | |
| May 1, 2026 | 4 | 4 | 2 | 0 | 0 | 80% | |
| Apr 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Feb 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Jan 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 9, 2026
earnings_calendar
WDFC Q2 2026 Earnings Scheduled — 2026-04-09
Mar 27, 2026
short_interest
FTD: WDFC — 12,350 shares ($2.5M) failed to deliver
Settlement: 20260327, Price: $205.62, FTD Value: $2,539,407, W D - 40 CO