Value Line, Inc. (VALU)

In the past six months, Value Line's stock price closed at $34.95 on March 27, 2026, and crossed below its 200-day moving average on March 25, 2026. The company reported increased Q3 financial results for fiscal year 2026, declared a quarterly cash dividend of $0.325 per common share, and appointed a new board member. The stock price on March 19, 2026, was $36.12, a 2.75% decline from $37.14 on March 20, 2025. VALU has not experienced significant price volatility compared to the US market over the past three months, but it has underperformed both the US Capital Markets industry and the broader US Market over the past year.

Specific data detailing the demand seasonality for Value Line, Inc.'s products and services is not provided. While one source mentions "VALU Seasonality," no definitive seasonality can be confirmed without explicit data.

Value Line, Inc., established in 1931 and based in New York, is an independent investment research and financial publishing company operating in the Finance sector. It is known for its flagship product, The Value Line Investment Survey, which provides data, analysis, and investment recommendations on approximately 1,700 U.S. and Canadian stocks. Value Line offers digital products and services, including online screening and charting tools, portfolio analysis, market updates, and specialized reports. The company also publishes niche newsletters and provides investment management services, the Value Line Research Center platform, investment analysis software, and financial databases. Additionally, Value Line licenses its copyright data to third parties.

Value Line, Inc. is headquartered in New York City, with operations primarily concentrated in North America. Its research and services are utilized by investors, advisers, and money managers across the United States.

Value Line has a strong brand reputation built on consistent quality, accuracy, and objective research. It is recognized as a trusted authority in the financial information industry, particularly among long-term investors, and its independence from investment banking reinforces its unbiased insights. There is no information indicating negative impacts on its brand reputation in the past year, and its focus on "value" investing principles resonates with a significant segment of the investment community.

Value Line, Inc. has a mixed ownership structure including institutional, retail, and individual investors. As of March 27, 2026, there were 72 institutional owners holding 526,092 shares, with major holders including Neuberger Berman Group LLC, BlackRock, Inc., and Dimensional Fund Advisors Lp. Ownership data varies, with one source indicating approximately 1.49% institutional ownership and another indicating 5.67%. DFA Investment Dimensions Group Inc. owns the most shares of Value Line.