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Value Line, Inc. (VALU)

USD39.14 +0.09 (+0.22%)
US NASDAQ Financial Services Financial - Data & Stock Exchanges
Address 551 Fifth Avenue 10176-0001
New York City, NY, US
CEO Howard A. Brecher
IPO 1983-05-10
CIK 717720 ISIN US9204371002

Explore sections of this company profile

Description

Value Line, Inc., through its subsidiaries, operates primarily within the U.S. as a prominent provider of investment research and financial publications. These offerings encompass a broad spectrum of asset classes, such as equities, mutual funds, exchange-traded funds (ETFs), and options. The company's core research services, including "The Value Line Investment Survey" (with its Small and Mid-Cap variant), "The Value Line 600," and "The Value Line Fund Advisor Plus," deliver comprehensive statistical and textual analyses of various investment securities. A central feature of these services is their reliance on Value Line's proprietary research, analytical insights, and unique statistical ranking systems. Beyond its primary surveys, Value Line publishes specialized newsletters like "Value Line Select," "Value Line Select: Dividend Income & Growth," "Value Line Select: ETFs," "The Value Line Special Situations Service," "The Value Line Climate Change Investing Service," and "The Value Line Information You Should Know Wealth Newsletter." These provide focused, less exhaustive insights into specific investment opportunities. Furthermore, the company offers digital access to its content via its website (www.valueline.com), an online platform known as The Value Line Research Center, and analytical software such as The Value Line Investment Analyzer, which incorporates data manipulation and filtering capabilities. Its offerings also extend to comprehensive financial databases, containing current and historical information like "DataFile," estimates, projections, and mutual fund data. Value Line also develops copyright-protected investment products, including unit investment trusts, variable annuities, managed accounts, and EFTs. The company additionally manages advertising for its own publications and handles all aspects of subscription management and customer support. Value Line caters to a diverse clientele, including individual retail investors, financial professionals, and institutional clients such as municipal and university libraries, alongside various investment firms. Established in New York, New York, in 1931, Value Line, Inc. operates as a subsidiary of Arnold Bernhard & Co, Inc.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD39.14 +0.09 (+0.22%)
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Volume Profile
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Liquidity & share structure
Average Volume
2.6K
Beta
1.07
Float Shares
750.1K
Free Float %
8.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.00% -2.84% -8.50% -12.36% -13.23% -16.21% -15.60% -29.85% +3.04% +94.21% +97.67%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
39.14
DCF (Unlevered) 11.73 -70.0%
DCF (Levered) 23.87 -39.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
6.18
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Data & Stock Exchanges: +11.9%
    -6.4% Q1'26: -7.7% (vs Q1'25)
  • EPS growth Financial - Data & Stock Exchanges: +19.9%
    +8.9% Q1'26: +14.5% (vs Q1'25)
  • FCF margin FCF growth · Financial - Data & Stock Exchanges: +25.6%
    +1.9% Q1'26: +63.9% (vs Q1'25)
  • EBIT margin Financial - Data & Stock Exchanges: +51.8%
    +17.1% Q1'26: +12.1% (vs Q1'25)
  • ROIC Financial - Data & Stock Exchanges: +13.5%
    +17.4% Q1'26: +11.6% (vs Q1'25)
  • Share dilution Financial - Data & Stock Exchanges: +0.6%
    -0.1% Q1'26: -0.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Data & Stock Exchanges: -0.36×
    0.49× Q1'26: 0.49× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.11) × ERP
WACC = 99% × Ke + 1% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 11.73 Current price: 39.14
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-27 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-26 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-22 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-21 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-20 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-19 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-18 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-15 A- 4/5 3/5 5/5 5/5 4/5 2/5 1/5
2026-05-14 A- 4/5 3/5 5/5 5/5 4/5 2/5 1/5
2026-05-13 A- 4/5 3/5 5/5 5/5 4/5 2/5 1/5
2026-05-12 A- 4/5 3/5 5/5 5/5 4/5 2/5 1/5
2026-05-11 A- 4/5 3/5 5/5 5/5 4/5 2/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-29 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-28 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-27 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-24 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-23 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-22 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-21 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-04-20 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-04-17 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-16 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
19.06M
OE per share TTM
2.03
Owner's Yield
6.30%
Maintenance CapEx ratio
1.72%
Maint CapEx / Avg PPE
14.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
53
Total invested
17.97M
Insider transactions (90d)
1
Beneficial owners (>5%)
3
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Bernhard Buttner 8.63M 86.50% 8.63M 8.63M 10.00 IN States 2010-02-19
2 13-1540671 8.63M 86.50% 8.63M 8.63M 10.00 CO York 2010-02-19
3 04-2683227 514.1K 5.15% 264.8K IA Massachusetts 2006-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
53
+2 vs prev Q
New positions
7
Closed positions
5
Increased
16
Reduced
19
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 NEUBERGER BERMAN GROUP LLC 112.3K -2.1K (-1.9%) 4.32M -156.7K (-3.5%) 1.19% -0.022 pp 0.00% 0.000 pp USD21.03 +82.7% 49 qtrs
2 BLACKROCK, INC. 83.9K +3.7K (+4.6%) 3.22M +90.8K (+2.9%) 0.89% +0.040 pp 0.00% +0.000 pp USD46.14 -16.7% 6 qtrs
3 DIMENSIONAL FUND ADVISORS LP 56.9K -6.4K (-10.1%) 2.19M -285.8K (-11.6%) 0.60% -0.067 pp 0.00% 0.000 pp USD8.86 +333.7% 51 qtrs
4 GABELLI FUNDS LLC 46.3K +— (+0.0%) 1.78M -30.1K (-1.7%) 0.49% +0.000 pp 0.01% 0.000 pp USD15.90 +141.7% 64 qtrs
5 30.0K +— (+0.0%) 1.15M -19.5K (-1.7%) 0.32% +0.000 pp 0.80% +0.077 pp USD39.08 -1.7% 2 qtrs
6 WELLS FARGO & COMPANY/MN 27.0K +370.0 (+1.4%) 1.04M -3.1K (-0.3%) 0.29% +0.004 pp 0.00% +0.000 pp USD51.83 -25.9% 38 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 24.6K +36.0 (+0.1%) 947.3K -14.6K (-1.5%) 0.26% +0.001 pp 0.00% +0.000 pp USD24.66 +55.8% 42 qtrs
8 OPPENHEIMER & CO INC 22.0K +4.3K (+23.9%) 846.2K +151.8K (+21.9%) 0.23% +0.045 pp 0.01% +0.004 pp USD40.66 -5.5% 9 qtrs
9 VANGUARD GROUP INC 16.5K +99.0 (+0.6%) 634.4K -6.9K (-1.1%) 0.18% +0.001 pp 0.00% +0.000 pp USD42.05 -8.6% 48 qtrs
10 NORTH STAR INVESTMENT MANAGEMENT CORP. 16.1K +— (+0.0%) 618.7K -10.5K (-1.7%) 0.17% +0.000 pp 0.04% -0.002 pp USD25.42 +51.2% 27 qtrs
11 STATE STREET CORP 13.9K -407.0 (-2.9%) 532.7K -24.9K (-4.5%) 0.15% -0.004 pp 0.00% +0.000 pp USD38.78 -0.9% 29 qtrs
12 RENAISSANCE TECHNOLOGIES LLC 11.0K -900.0 (-7.6%) 422.7K -42.3K (-9.1%) 0.12% -0.010 pp 0.00% +0.000 pp USD26.39 +45.6% 45 qtrs
13 CAPITAL INVESTMENT COUNSEL, INC 9.8K +500.0 (+5.4%) 375.6K +13.2K (+3.6%) 0.10% +0.005 pp 0.04% +0.000 pp USD46.57 -17.5% 9 qtrs
14 STRS OHIO 9.2K +— (+0.0%) 353.6K -6.0K (-1.7%) 0.10% +0.000 pp 0.00% +0.000 pp USD55.95 -31.3% 39 qtrs
15 NORTHERN TRUST CORP 8.8K -375.0 (-4.1%) 337.0K -20.4K (-5.7%) 0.09% -0.004 pp 0.00% +0.000 pp USD31.17 +23.3% 51 qtrs
16 VALMARK ADVISERS, INC. 6.5K +— (+0.0%) 249.8K -4.2K (-1.7%) 0.07% +0.000 pp 0.00% 0.000 pp USD47.34 -18.8% 9 qtrs
17 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 5.9K +— (+0.0%) 226.7K -3.8K (-1.7%) 0.06% +0.000 pp 0.00% +0.000 pp USD52.80 -27.2% 5 qtrs
18 MORGAN STANLEY 5.8K +4.2K (+258.3%) 224.4K +160.7K (+252.3%) 0.06% +0.045 pp 0.00% +0.000 pp USD40.38 -4.8% 48 qtrs
19 BARCLAYS PLC 1.5K +397.0 (+34.5%) 59.5K +6.0K (+11.2%) 0.02% +0.004 pp 0.00% +0.000 pp USD42.89 -10.4% 35 qtrs
20 RHUMBLINE ADVISERS 1.5K -141.0 (-8.4%) 58.7K -6.5K (-10.0%) 0.02% -0.002 pp 0.00% +0.000 pp USD45.34 -15.2% 11 qtrs
21 NEW YORK STATE COMMON RETIREMENT FUND 1.4K +— (+0.0%) 52.8K -893.0 (-1.7%) 0.01% +0.000 pp 0.00% +0.000 pp USD16.29 +135.9% 38 qtrs
22 RUSSELL INVESTMENTS GROUP, LTD. 719.00 +402.0 (+126.8%) 27.6K +15.2K (+123.0%) 0.01% +0.004 pp 0.00% +0.000 pp USD38.73 -0.8% 11 qtrs
23 BANK OF AMERICA CORP /DE/ 710.00 -93.0 (-11.6%) 27.3K -4.1K (-13.0%) 0.01% -0.001 pp 0.00% +0.000 pp USD45.82 -16.1% 39 qtrs
24 JPMORGAN CHASE & CO 429.00 -388.0 (-47.5%) 16.5K -15.4K (-48.4%) 0.00% -0.004 pp 0.00% +0.000 pp USD46.55 -17.4% 33 qtrs
25 ADVISOR GROUP HOLDINGS, INC. 400.00 +— (+0.0%) 15.4K -260.0 (-1.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD38.67 -0.6% 4 qtrs
26 STATE OF ALASKA, DEPARTMENT OF REVENUE 400.00 +— (+0.0%) 15.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD39.08 -1.7% 2 qtrs
27 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 363.00 -100.0 (-21.6%) 14.0K -4.1K (-22.9%) 0.00% -0.001 pp 0.00% +0.000 pp USD46.48 -17.3% 7 qtrs
28 NBT BANK N A /NY 280.00 +— (+0.0%) 10.8K -182.0 (-1.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD46.50 -17.4% 6 qtrs
29 NISA INVESTMENT ADVISORS, LLC 273.00 -8.0 (-2.8%) 10.5K -490.0 (-4.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD57.82 -33.5% 16 qtrs
30 TOWER RESEARCH CAPITAL LLC (TRC) 269.00 -7.0 (-2.5%) 10.3K -448.0 (-4.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD39.84 -3.5% 30 qtrs
31 BNP PARIBAS ARBITRAGE, SNC 241.00 +28.0 (+13.1%) 9.3K +938.0 (+11.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD40.58 -5.3% 39 qtrs
32 ROYAL BANK OF CANADA 209.00 -58.0 (-21.7%) 8.0K -2.0K (-20.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD40.22 -4.5% 28 qtrs
33 FMR LLC 111.00 -125.0 (-53.0%) 4.3K -5.0K (-53.8%) 0.00% -0.001 pp 0.00% +0.000 pp USD40.97 -6.2% 20 qtrs
34 CWM, LLC 114.00 +15.0 (+15.2%) 4.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD40.74 -5.7% 6 qtrs
35 AMERITAS INVESTMENT PARTNERS, INC. 91.00 +— (+0.0%) 3.5K -59.0 (-1.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.21 +123.3% 36 qtrs
36 LEGAL & GENERAL GROUP PLC 86.00 +— (+0.0%) 3.3K -12.0 (-0.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.72 +38.6% 35 qtrs
37 UBS GROUP AG 68.00 -202.0 (-74.8%) 2.6K -7.9K (-75.2%) 0.00% -0.002 pp 0.00% +0.000 pp USD44.60 -13.8% 43 qtrs
38 HARBOR CAPITAL ADVISORS, INC. 45.00 -1.0 (-2.2%) 2.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD43.76 -12.2% 6 qtrs
39 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 48.00 -10.0 (-17.2%) 1.8K -422.0 (-18.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD17.00 +126.1% 39 qtrs
40 GAMMA INVESTING LLC 45.00 +13.0 (+40.6%) 1.7K +478.0 (+38.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD41.29 -6.9% 8 qtrs
41 AMALGAMATED BANK 25.00 -8.0 (-24.2%) 1.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD65.84 -41.6% 16 qtrs
42 HARBOUR INVESTMENTS, INC. 21.00 -105.0 (-83.3%) 807.00 -4.1K (-83.6%) 0.00% -0.001 pp 0.00% 0.000 pp USD46.48 -17.3% 6 qtrs
43 CITIGROUP INC 19.00 -17.0 (-47.2%) 730.00 -677.0 (-48.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD46.84 -18.0% 39 qtrs
44 UBS ASSET MANAGEMENT AMERICAS INC 15.00 +15.0 (+100.0%) 576.00 +576.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD38.40 +0.1% 1 qtrs NEW
45 OPTIVER HOLDING B.V. 13.00 +1.0 (+8.3%) 500.00 +31.0 (+6.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD38.92 -1.3% 2 qtrs
46 STERLING CAPITAL MANAGEMENT LLC 9.00 +3.0 (+50.0%) 346.00 +112.0 (+47.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD40.44 -5.0% 6 qtrs
47 EVERSOURCE WEALTH ADVISORS, LLC 7.00 +2.0 (+40.0%) 269.00 +74.0 (+37.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD38.57 -0.4% 4 qtrs
48 IFP ADVISORS, INC 5.00 +3.0 (+150.0%) 192.00 +114.0 (+146.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD38.60 -0.4% 3 qtrs
49 ALLWORTH FINANCIAL LP 1.00 +1.0 (+100.0%) 39.00 +39.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD38.00 +1.1% 1 qtrs NEW
50 ROTHSCHILD INVESTMENT LLC 1.00 +— (+0.0%) 38.00 -1.0 (-2.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD39.00 -1.5% 2 qtrs
51 SBI SECURITIES CO., LTD. 1.00 +— (+0.0%) 38.00 -1.0 (-2.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD52.00 -26.1% 5 qtrs
52 MILLENNIUM MANAGEMENT LLC -8.6K (-100.0%) -334.2K (-100.0%) 0.00% -0.091 pp 0.00% 0.000 pp USD 2 qtrs SOLD
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP -5.8K (-100.0%) -226.3K (-100.0%) 0.00% -0.062 pp 0.00% +0.000 pp USD 3 qtrs SOLD
54 CLOUD CAPITAL MANAGEMENT, LLC -3.3K (-100.0%) -128.0K (-100.0%) 0.00% -0.035 pp 0.00% -0.068 pp USD 4 qtrs SOLD
55 COVESTOR LTD -12.0 (-100.0%) -1.0K (-100.0%) 0.00% 0.000 pp 0.00% -0.001 pp USD 5 qtrs SOLD
56 SRS CAPITAL ADVISORS, INC. -65.0 (-100.0%) -2.5K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 33 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.05% 5.6K 0.29%
2 iShares Micro-Cap ETF IWC 0.01% 110.7K 0.60%
3 U.S. Micro Cap Portfolio ETF DFMC 0.00% 327.6K 0.43%
4 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.00% 2.0K 0.35%
5 iShares Russell 2000 Growth ETF IWO 0.00% 426.9K 0.24%
6 State Street SPDR Portfolio Emerging Markets ETF SPEM 0.00% 257.3K 0.07%
7 iShares Russell 2000 BuyWrite ETF IWMW 0.00% 787.08 0.39%
8 iShares Russell 2000 ETF IWM 0.00% 1.15M 0.19%
9 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.00% 7.5K 0.36%
10 Vanguard Russell 2000 Growth ETF VTWG 0.00% 22.4K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
200.00
Shares disposed
Cash buys
1.00
Cash sales
Net activity
+200
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-21 BRECHER HOWARD A Director / Officer P-Purchase A COMMON STOCK 200 33.89 6.8K 1,800 D
2022-08-29 MUENZER GLENN J. Director S-Sale D Common Stock 100 95.15 9.5K 200
2022-05-16 ANASTASIO STEPHEN Officer P-Purchase D COMMON STOCK 600 73.00 43.8K 600
2020-08-19 FIORE ALFRED R Director P-Purchase A Common Stock 46 25.68 1.2K 400
2020-08-05 FIORE ALFRED R Director P-Purchase A COMMON STOCK 1 24.25 24.25 354
2020-08-04 FIORE ALFRED R Director P-Purchase A COMMON STOCK 3 24.50 73.50 353
2020-08-04 BRECHER HOWARD A Director / Officer P-Purchase A COMMON STOCK 200 25.26 5.1K 1,600
2020-07-29 ANASTASIO STEPHEN Director / Officer P-Purchase A COMMON STOCK 200 24.51 4.9K 1,200
2020-05-15 ANASTASIO STEPHEN Director / Officer P-Purchase A COMMON STOCK 200 24.58 4.9K 1,000
2019-10-04 BRECHER HOWARD A Director / Officer P-Purchase A COMMON STOCK 200 23.38 4.7K 1,400
2018-07-12 ANASTASIO STEPHEN Director P-Purchase A COMMON STOCK 300 22.65 6.8K 800
2017-11-28 FIORE ALFRED R Director P-Purchase A Common Stock 50 17.98 899.00 350
2017-07-21 MUENZER GLENN J. Director P-Purchase A COMMON STOCK 100 19.66 2.0K 300
2016-05-10 ANASTASIO STEPHEN Director / Officer P-Purchase A COMMON STOCK 200 16.80 3.4K 500
2015-11-24 BRECHER HOWARD A Director / Officer P-Purchase A Common Stock 400 15.39 6.2K 1,200
2013-04-30 BRECHER HOWARD A Director / Officer P-Purchase A COMMON STOCK 300 9.40 2.8K 800
2012-09-21 MUENZER GLENN J. Director D COMMON STOCK - VALU 0 0.00 200
2011-08-16 FIORE ALFRED R Director P-Purchase A COMMON STOCK 300 10.68 3.2K 300
2011-08-11 REED WILLIAM EDWARD Director P-Purchase A COMMON STOCK 300 10.55 3.2K 500
2011-08-03 ANASTASIO STEPHEN Director / Officer P-Purchase A COMMON STOCK 67 11.79 789.93 200
2011-08-02 BRECHER HOWARD A Director / Officer P-Purchase A COMMON STOCK 300 11.40 3.4K 500
2011-08-02 BERNSTEIN MARY Director P-Purchase A COMMON STOCK 200 11.38 2.3K 200
2011-08-02 ANASTASIO STEPHEN Director / Officer P-Purchase A COMMON STOCK 33 11.50 379.50 133
2011-04-26 DAVIS STEPHEN P Director P-Purchase A COMMON STOCK 200 14.20 2.8K 200
2011-04-18 REED WILLIAM EDWARD Director P-Purchase A COMMON STOCK 200 14.26 2.9K 200
2010-10-21 BERNSTEIN MARY Director 0 0.00 0
2010-04-19 REED WILLIAM EDWARD Director 0 0.00 0
2010-04-19 FIORE ALFRED R Director 0 0.00 0
2010-04-19 DAVIS STEPHEN P Director 0 0.00 0
2010-02-17 SARKANY THOMAS Director / Officer 0 0.00 0
2009-04-15 Legon, Ruth O. Director 0 0.00 0
2008-04-16 APPEL MITCHELL ERIC Officer D Common Stock 0 0.00 200
2008-01-08 ARNOLD BERNHARD & CO INC 10% Owner P-Purchase A Common Stock 100 40.00 4.0K 8,633,733
2008-01-04 ARNOLD BERNHARD & CO INC 10% Owner P-Purchase A Common Stock 1,200 39.69 47.6K 8,633,633
2008-01-02 ARNOLD BERNHARD & CO INC 10% Owner P-Purchase A Common Stock 1,200 40.03 48.0K 8,632,433
2007-12-31 ARNOLD BERNHARD & CO INC 10% Owner P-Purchase A Common Stock 201 40.03 8.0K 8,631,233
2007-07-19 Eakman Janet Director D Common Stock 0 0.00 100
2006-04-30 Shanahan Edward J Director 0 0.00 0
2005-12-29 APPEL MITCHELL ERIC Officer G-Gift A Common Stock 100 34.21 3.4K 100
2005-06-02 APPEL MITCHELL ERIC Officer D Common Stock 0 0.00 0
2004-10-26 ARNOLD BERNHARD & CO INC 10% Owner P-Purchase A Common Stock, $.10 par value 300 35.33 10.6K 8,631,032
2004-10-14 Shanahan Edward J Director D Common Stock 0 0.00 0
2004-07-23 ARNOLD BERNHARD & CO INC 10% Owner P-Purchase A Common Stock, $.10 par value 2,500 30.46 76.2K 8,630,732
2004-07-12 ARNOLD BERNHARD & CO INC 10% Owner P-Purchase A Common Stock, $.10 par value 18,600 31.05 577.5K 8,628,232
2004-04-01 ASHER MARIANNE B Director D Common Stock 0 0.00 0
2004-03-26 ARNOLD BERNHARD & CO INC 10% Owner P-Purchase A Common Stock, $.10 par value 229 50.88 11.7K 8,609,632
2003-10-09 BUTTNER EDGAR A Director D Common Stock 0 0.00 100
2003-07-24 ANASTASIO STEPHEN Officer 0 0.00 0
2003-07-10 ANASTASIO STEPHEN Officer 0 0.00 0

Executive team

Top executives
EBIT / Employee
49.1K
Shares Outstanding
9.39M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Howard A. Brecher Chairman, CEO, Chief Legal Officer 700.0K 175.0K 15.0K 890.0K 0.00%
2 2025 Stephen R. Anastasio Vice President and Treasurer 545.0K 307.2K 15.0K 867.3K 0.00%
3 2024 Howard A. Brecher Chairman, CEO, Chief Legal Officer 700.0K 225.0K 13.2K 938.2K 0.00%
4 2024 Stephen R. Anastasio Vice President and Treasurer 545.0K 350.3K 13.2K 908.5K 0.00%
5 2023 Howard A. Brecher Chairman, CEO, Chief Legal Officer 675.0K 100.0K 12.2K 787.2K 0.00%
6 2023 Stephen R. Anastasio Vice President and Treasurer 465.0K 235.0K 12.2K 712.2K 0.00%
7 2022 Howard A. Brecher Chairman, CEO, Chief Legal Officer 675.0K 100.0K 14.5K 789.5K 0.00%
8 2022 Stephen R. Anastasio Vice President and Treasurer 465.0K 235.0K 14.5K 714.5K 0.00%
9 2021 Howard A. Brecher Chairman, CEO, Chief Legal Officer 650.0K 200.0K 22.4K 897.4K 0.00%
10 2021 Stephen R. Anastasio Vice President and Treasurer 465.0K 335.0K 22.4K 822.4K 0.00%
11 2020 Howard A. Brecher Chairman, CEO, Chief Legal Officer 650.0K 200.0K 19.7K 869.7K 0.00%
12 2020 Stephen R. Anastasio Vice President and Treasurer 465.0K 260.0K 19.7K 744.7K 0.00%
13 2019 Howard A. Brecher Chairman, CEO, Chief Legal Officer 625.0K 184.0K 13.8K 822.8K 0.00%
14 2019 Stephen R. Anastasio Vice President and Treasurer 465.0K 208.0K 13.8K 686.8K 0.00%
15 2018 Howard A. Brecher Chairman, CEO, Chief Legal Officer 600.0K 100.0K 11.9K 711.9K 0.00%
16 2018 Stephen R. Anastasio Vice President and Treasurer 465.0K 160.0K 11.9K 636.9K 0.00%
17 2017 Howard A. Brecher Chairman, CEO, Chief Legal Officer 550.0K 195.0K 7.5K 752.5K 0.00%
18 2017 Stephen R. Anastasio Vice President and Treasurer 390.0K 160.0K 7.5K 557.5K 0.00%
19 2016 Howard A. Brecher Chairman , CEO, President 550.0K 180.0K 10.2K 740.2K 0.00%
20 2016 Howard A. Brecher Chairman, CEO, Chief Legal Officer 550.0K 180.0K 10.2K 740.2K 0.00%
21 2016 Stephen R. Anastasio Vice President and Treasurer 375.0K 140.0K 10.2K 525.2K 0.00%
22 2015 Howard A. Brecher Chairman, CEO, Chief Legal Officer 500.0K 174.4K 10.1K 684.4K 0.00%
23 2015 Howard A. Brecher Chairman , CEO, President 500.0K 174.4K 10.1K 684.4K 0.00%
24 2015 Howard A. Brecher Chairman, CEO, President 500.0K 174.4K 10.1K 684.4K 0.00%
25 2015 Stephen R. Anastasio Vice President and Treasurer 325.0K 113.8K 10.1K 448.8K 0.00%
26 2014 Howard A. Brecher Chairman, CEO, President 400.0K 300.0K 9.0K 709.0K 0.00%
27 2014 Howard A. Brecher Chairman , CEO, President 400.0K 300.0K 9.0K 709.0K 0.00%
28 2014 Stephen R. Anastasio Vice President and Treasurer 300.0K 100.0K 9.0K 409.0K 0.00%
29 2013 Howard A. Brecher Chairman, CEO, President 400.0K 300.0K 8.6K 708.6K 0.00%
30 2013 Stephen R. Anastasio Vice President and Treasurer 275.0K 120.0K 8.6K 403.6K 0.00%
31 2012 Howard A. Brecher Chairman, CEO, President 275.0K 371.3K 9.0K 655.3K 0.00%
32 2012 Howard A. Brecher Chairman, CEO; President 275.0K 371.3K 9.0K 655.3K 0.00%
33 2012 Stephen R. Anastasio Vice President and Treasurer 275.0K 120.0K 9.0K 404.0K 0.00%
34 2012 John A. McKay Chief Financial Officer 91.3K 91.3K 0.00%
35 2011 Mitchell E. Appel Former Chief Financial Officer 165.6K 1.83M 2.00M 0.00%
36 2011 Howard A. Brecher Acting Chairman, Acting CEO; Vice President 91.1K 416.5K 4.6K 512.1K 0.00%
37 2011 Howard A. Brecher Chairman, CEO, President 91.1K 416.5K 4.6K 512.1K 0.00%
38 2011 Howard A. Brecher Chairman, CEO; President 91.1K 416.5K 4.6K 512.1K 0.00%
39 2011 Stephen R. Anastasio Vice President and Treasurer 184.5K 170.0K 9.2K 363.7K 0.00%
40 2011 Thomas T. Sarkany Former Secretary 103.6K 55.0K 158.6K 0.00%
41 2011 John A. McKay Chief Financial Officer 115.4K 5.8K 121.2K 0.00%
42 2010 David T. Henigson Former Vice President 591.4K 37.9K 629.3K 0.00%
43 2010 Howard A. Brecher Acting Chairman & CEO; Vice President 64.3K 416.5K 480.8K 0.00%
44 2010 Howard A. Brecher Chairman, CEO; President 64.3K 416.5K 480.8K 0.00%
45 2010 Howard A. Brecher Acting Chairman, Acting CEO; Vice President 64.3K 416.5K 480.8K 0.00%
46 2010 Jean B. Buttner Former Chairman of the Board & Former CEO 467.8K 467.8K 0.00%
47 2010 Mitchell E. Appel Chief Financial Officer 206.2K 99.4K 305.6K 0.00%
48 2010 Mitchell E. Appel Former Chief Financial Officer 206.2K 99.4K 305.6K 0.00%
49 2010 Thomas T. Sarkany Former Secretary 158.0K 107.7K 265.7K 0.00%
50 2010 Thomas T. Sarkany Secretary 158.0K 107.7K 265.7K 0.00%
51 2010 Stephen R. Anastasio Treasurer 130.4K 118.7K 249.0K 0.00%
52 2010 Stephen R. Anastasio Vice President and Treasurer 130.4K 118.7K 249.0K 0.00%
53 2009 Jean B. Buttner Former Chairman of the Board & Former CEO 935.6K 935.6K 0.00%
54 2009 Jean B. Buttner Chairman of the Board and Chief Executive Officer 935.6K 935.6K 0.00%
55 2009 David T. Henigson Vice President 382.5K 164.9K 547.4K 0.00%
56 2009 David T. Henigson Former Vice President 382.5K 164.9K 547.4K 0.00%
57 2009 Howard A. Brecher Acting Chairman, Acting CEO; Vice President 64.3K 416.5K 480.8K 0.00%
58 2009 Howard A. Brecher Acting Chairman & CEO; Vice President 64.3K 416.5K 480.8K 0.00%
59 2009 Howard A. Brecher Vice President 64.3K 416.5K 480.8K 0.00%
60 2009 Thomas T. Sarkany Secretary 156.8K 164.0K 320.8K 0.00%
61 2009 Thomas T. Sarkany Former Secretary 156.8K 164.0K 320.8K 0.00%
62 2009 Mitchell E. Appel Former Chief Financial Officer 204.7K 78.8K 283.4K 0.00%
63 2009 Mitchell E. Appel Chief Financial Officer 204.7K 78.8K 283.4K 0.00%
64 2009 Stephen R. Anastasio Treasurer 121.0K 103.2K 224.3K 0.00%
65 2009 Stephen R. Anastasio Vice President and Treasurer 121.0K 103.2K 224.3K 0.00%
66 2008 Jean B. Buttner Chairman of the Board and Chief Executive Officer 935.6K 22.9K 958.6K 0.00%
67 2008 Jean B. Buttner Former Chairman of the Board & Former CEO 935.6K 22.9K 958.6K 0.00%
68 2008 David T. Henigson Vice President 382.5K 173.6K 28.0K 584.1K 0.00%
69 2008 David T. Henigson Former Vice President 382.5K 173.6K 28.0K 584.1K 0.00%
70 2008 Howard A. Brecher Acting Chairman & CEO; Vice President 63.8K 438.4K 7.9K 510.2K 0.00%
71 2008 Howard A. Brecher Vice President 63.8K 438.4K 7.9K 510.2K 0.00%
72 2008 Thomas T. Sarkany Secretary 153.0K 149.5K 19.0K 321.5K 0.00%
73 2008 Stephen R. Anastasio Treasurer 117.5K 72.3K 14.6K 204.4K 0.00%
74 2008 Mitchell E. Appel Chief Financial Officer 81.4K 63.8K 10.1K 155.3K 0.00%
75 2007 Jean B. Buttner Chairman of the Board and Chief Executive Officer 935.6K 21.6K 957.3K 0.00%
76 2007 David T. Henigson Vice President 382.5K 112.5K 26.4K 521.4K 0.00%
77 2007 Howard A. Brecher Vice President 59.6K 400.0K 7.2K 466.8K 0.00%
78 2007 Mitchell E. Appel Chief Financial Officer 135.0K 55.0K 16.2K 206.2K 0.00%
79 2007 Stephen R. Anastasio Treasurer 115.0K 65.6K 13.8K 194.4K 0.00%
80 2006 Jean B. Buttner Chairman of the Board and Chief Executive Officer 931.0K 19.9K 950.9K 0.00%
81 2006 Howard A. Brecher Vice President 50.8K 400.0K 5.8K 456.6K 0.00%
82 2006 David T. Henigson Vice President 380.4K 24.2K 404.5K 0.00%
83 2006 Stephen R. Anastasio Treasurer 113.3K 45.6K 13.0K 171.9K 0.00%
84 2006 Mitchell E. Appel Chief Financial Officer 123.8K 25.0K 14.2K 163.0K 0.00%
85 2005 Jean B. Buttner Chairman of the Board and Chief Executive Officer 917.3K 18.1K 935.4K 0.00%
86 2005 Howard A. Brecher Vice President 50.0K 400.0K 5.2K 455.2K 0.00%
87 2005 David T. Henigson Vice President 111.2K 207.5K 11.7K 330.3K 0.00%
88 2005 Samuel Eisenstadt Senior Vice President and Research Chairman 138.9K 125.0K 14.6K 278.5K 0.00%
89 2005 Stephen R. Anastasio Treasurer 100.0K 58.8K 10.2K 169.0K 0.00%
90 2005 Stephen R. Anastasio Chief Financial Officer 100.0K 58.8K 10.2K 169.0K 0.00%
91 2004 Jean B. Buttner Chairman of the Board and Chief Executive Officer 917.3K 16.8K 934.1K 0.00%
92 2004 David T. Henigson Vice President 100.0K 415.0K 10.0K 525.0K 0.00%
93 2004 Howard A. Brecher Vice President 50.0K 400.0K 5.0K 455.0K 0.00%
94 2004 Samuel Eisenstadt Senior Vice President and Research Chairman 138.9K 125.0K 13.9K 277.8K 0.00%
95 2004 Stephen R. Anastasio Chief Financial Officer 100.0K 120.0K 10.0K 230.0K 0.00%
96 2003 Jean B. Buttner Chairman of the Board and Chief Executive Officer 898.4K 16.0K 914.4K 0.00%
97 2003 David T. Henigson Vice President 100.0K 415.0K 9.8K 524.8K 0.00%
98 2003 Howard A. Brecher Vice President 50.0K 375.0K 4.9K 429.9K 0.00%
99 2003 Samuel Eisenstadt Senior Vice President and Research Chairman 138.9K 122.9K 13.5K 275.4K 0.00%
100 2003 Stephen R. Anastasio Chief Financial Officer 100.0K 120.0K 9.8K 229.8K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-08-22 DEF 14A
2024-08-20 DEF 14A
2023-08-17 DEF 14A
2022-08-19 DEF 14A
2021-08-17 DEF 14A
2020-08-17 DEF 14A
2019-08-15 DEF 14A
2018-08-17 DEF 14A
2017-08-18 DEF 14A
2016-08-19 DEF 14A
2015-08-25 DEF 14A
2014-08-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-22 4
2026-03-17 10-Q
2026-01-16 8-K
2025-12-15 10-Q
2025-10-29 8-K
2025-10-10 8-K
2025-09-15 10-Q
2025-08-22 DEF 14A
2025-07-29 10-K
2025-04-21 8-K

Executive team

NameTitleCompensationGender
Howard A. Brecher Chairman & CEO 890.0K male
Stephen R. Anastasio Vice President, Treasurer & Director 867.3K male
Jason I. Wiseberg Executive Vice President of Sales male
ESG Rating
B
FINANCIAL - DATA & STOCK EXCHANGES
2015
E (Environmental)
67.9 / 54.4
Company / Sector avg.
S (Social)
72.2 / 61.2
Company / Sector avg.
G (Governance)
68.8 / 69.7
Company / Sector avg.
ESG Total
69.6 / 61.8
Company / Sector avg.
ESG Score History FINANCIAL - DATA & STOCK EXCHANGES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits