The Value Line Median Appreciation Potential has a good record forecasting smaller stocks’ returns. And the next four years look bearish.
VALU Value Line Inc
XNASStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
VALU
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Key stats
Related
About
- Industry (SIC)
- INVESTMENT ADVICE (6282) · industry map
- Exchange
- XNAS
- Market Cap
- $0.4B
- Employees
- 106
- List Date
- 1983-05-10
- CIK
- 0000717720
- Headquarters
- New York, NY
- Homepage
- https://www.valueline.com
Value Line Inc is a U.S based company. It produces investment periodicals based on underlying research and makes available copyright data, including a ranking system and other information, to third parties under written agreements for use in third-party managed and marketed investment products and for other purposes. The company markets its products under brands including Value Line, the Value Line logo, The Value Line Investment Survey, Smart Research, Smarter Investing, and The Most Trusted Name in Investment Research. Its only operating segment is Publishing.
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -1.35% | 23.91% | 4.44% | -5.09% | -25.06% | 0.62% | -0.42% |
| Feb | -4.44% | -0.05% | -3.27% | -3.90% | 4.68% | -2.10% | -1.51% |
| Mar | -4.76% | 22.44% | -4.41% | -4.03% | 0.89% | -4.03% | 1.02% |
| Apr | 8.84% | -2.79% | -6.32% | -8.49% | 2.07% | -0.31% | -1.17% |
| May | -0.26% | -1.63% | 0.44% | 4.13% | -3.52% | -7.34% | -1.36% |
| Jun | -0.80% | -6.81% | -3.06% | 13.37% | 2.62% | 21.60% | 4.49% |
| Jul | 7.10% | 33.24% | 15.98% | 7.51% | -3.33% | -14.01% | 7.75% |
| Aug | 12.77% | -16.53% | 1.06% | -6.85% | 1.58% | 1.62% | -1.06% |
| Sep | -5.28% | -42.62% | -16.41% | 10.09% | 1.16% | 1.91% | -8.53% |
| Oct | -0.38% | 21.82% | -7.27% | 6.47% | -5.73% | 3.90%* | 3.13% |
| Nov | 17.26% | 7.69% | 5.68% | 8.05% | -0.99% | -- | 7.54% |
| Dec | 15.60% | -14.00% | 9.80% | 0.59% | 6.04% | -- | 3.61% |
| Total | 49.36% | -2.71% | -7.14% | 20.64% | -21.36% | -1.75% | 6.17% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $41.85
SMA 50: $39.53
SMA 200: $37.00
Current: $41.15
EMA 12: $42.04
EMA 26: $41.32
MACD: 0.7214 | Signal: -0.3274
BULLISH
ADX (14): 44.76
STRONG TREND
+DI: 35.19
−DI: 21.23
Momentum Oscillators
RSI (14): 49.43
NEUTRAL
Stoch %K: 22.31
Stoch %D: 29.47
Williams %R: -80.69
Volume & Volatility
BB Upper: $45.18
BB Lower: $38.52
NEUTRAL
OBV: 285
Vol SMA 20: 2,982
Vol ROC: -96.35%
ATR: $1.39
True Range: $0.02
HV 20: 38.7%
HV 30: 42.7%
HV 60: 51.8%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report: VALU
Executive Summary
Overall Assessment: NEUTRAL (6/10)
Key Drivers and Primary Risks:
- Technical indicators suggest a neutral trend, with the stock trading near its 50-day moving average.
- Recent news headlines have been positive, but volatility has remained low.
- Risk metrics indicate a relatively low-volatility stock, which may impact potential price movements.
Investment Thesis: VALU's technical and fundamental trends are currently aligned, suggesting a stable investment opportunity. However, the stock's low volatility and lack of significant catalysts may limit its upside potential.
Recent News Sentiment Impact: The positive news headlines have contributed to a relatively bullish sentiment surrounding VALU, which could support further price appreciation.
Technical Analysis
Trend Direction: Neutral (short-term), Neutral (medium-term), Neutral (long-term)
Support/Resistance Levels:
- 20-day SMA: $36.87
- 50-day SMA: $37.32
- Upper Bollinger Band: $37.60
Momentum Signals:
- RSI (14): 46.32 (neutral)
- MACD: -0.22 / Signal: -0.02 / Histogram: -0.21 (bearish)
News & Sentiment Analysis
Recent Headlines Summary: Positive news headlines have dominated recent coverage, highlighting the company's shareholder-friendly approach and solid financial performance.
Sentiment Assessment: Positive sentiment (7/10) due to the favorable earnings reports and positive market commentary.
Catalyst Identification: No significant catalysts are currently on the horizon, which may impact the stock's price movement.
Risk & Volatility Assessment
Beta Interpretation: Low risk relative to the market (beta = 0.72).
Volatility Regime: Low volatility - stock moves less than market.
Options Market Signals: No options data available.
Downside Protection: Support levels are present at $36.87 and $36.14, which could provide some downside protection.
Market Context & Positioning
Sector Performance: VALU's sector (Publishing) has performed relatively well recently, with a moderate outperformance versus the broader market.
Institutional Activity: No significant institutional activity or trading patterns that would suggest increased interest in the stock.
Correlation Analysis: The stock's correlation with the market is low, indicating that its price movements may be less influenced by broader market trends.
Relative Valuation: VALU appears reasonably valued within its trading range, with no clear upside or downside catalysts.
Key Levels & Action Items
Critical Price Levels: $36.87 (20-day SMA), $37.32 (50-day SMA), and $37.60 (upper Bollinger Band).
Breakout/Breakdown Levels: No significant levels to monitor, as the stock's trend is currently neutral.
Time-Sensitive Catalysts: None identified.
Risk Management: Consider setting stop-losses around $36.14 or using position sizing strategies to manage risk.
By considering both technical and fundamental factors, VALU appears to be a relatively stable investment opportunity with low volatility. While there are no significant catalysts on the horizon, the company's positive news sentiment and shareholder-friendly approach may continue to support its price movement.
Generated
News
All VALU news →
VALU Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 0.1197
Alpha: 10.80%
Correlation: 0.0419
R-Squared: 0.2%
Stock Volatility: 36.3%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own VALU
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $429K | #2656 of 3138 | -2.8% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
VALU Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
VALU Insider Trading (Form 4)
Latest: 2026-05-22Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-05-22 | Howard A Brecher | Chairman and CEO | Buy (P) | +200 | $33.89 | $6.8K | EDGAR |
| 2022-08-29 | Glenn J. Muenzer | Director | Sell (S) | −100 | $95.15 | -$9.5K | EDGAR |
| 2022-05-16 | Stephen Anastasio | Vice President and Treasurer | Buy (P) | −600 | $73.00 | -$43.8K | EDGAR |
| 2020-08-20 | Alfred R Fiore | Director | Buy (P) | +46 | $25.68 | $1.2K | EDGAR |
| 2020-08-06 | Alfred R Fiore | Director | Buy (P) | +4 | $24.44 | $98 | EDGAR |
| 2020-08-04 | Howard A Brecher | Chairman and CEO | Buy (P) | +200 | $25.26 | $5.1K | EDGAR |
| 2020-07-29 | Stephen Anastasio | Vice President and Treasurer | Buy (P) | +200 | $24.51 | $4.9K | EDGAR |
| 2020-05-15 | Stephen Anastasio | Vice President and Treasurer | Buy (P) | +200 | $24.58 | $4.9K | EDGAR |
| 2019-10-07 | Howard A Brecher | Chairman and CEO | Buy (P) | +200 | $23.38 | $4.7K | EDGAR |
| 2018-07-12 | Stephen Anastasio | Director | Buy (P) | +300 | $22.65 | $6.8K | EDGAR |
| 2017-11-29 | Alfred R Fiore | Director | Buy (P) | +50 | $17.98 | $899 | EDGAR |
| 2017-07-24 | Glenn J. Muenzer | Director | Buy (P) | +100 | $19.66 | $2.0K | EDGAR |
| 2016-05-10 | Stephen Anastasio | Vice President and Treasurer | Buy (P) | +300 | $16.77 | $5.0K | EDGAR |
| 2015-11-24 | Howard A Brecher | Chairman and CEO | Buy (P) | +400 | $15.39 | $6.2K | EDGAR |
| 2013-05-01 | Howard A Brecher | Chairman and CEO | Buy (P) | +300 | $9.40 | $2.8K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
VALU Insider Holdings
1 insider · @ $41.15
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Howard A Brecher | Chairman and CEO | 1,800 | $74.1K | $28.9K | 6 | 2026-05-22 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
VALU Board & Officers
As of SEC filings through Jun 30, 2026Directors 5
- Alfred R Fiore · since Apr 19, 2010
- Howard A Brecher · on file since Aug 2011
- Stephen Anastasio · on file since Aug 2011
- Glenn J. Muenzer · since Sep 21, 2012
- Alexander J. Swistel · since Jun 29, 2026
Officers 1
- Howard A Brecher · Chairman and CEO · listed since May 2013
Changes in the last 10 years (1)
| Jun 29, 2026 | Alexander J. Swistel became a director |
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
22 ETFs hold VALU
22 shown · $4.24M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.00% | $1.1M | $75.1B | 2026-10-20 |
| 2 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $734,950 | — | 2026-10-20 |
| 3 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $456,364 | — | 2026-10-20 |
| 4 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.00% | $438,458 | $13.6B | 2026-10-20 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $289,366 | — | 2026-09-30 |
| 6 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $262,793 | — | 2026-10-20 |
| 7 | SPEM State Street® SPDR® Portfolio Emerging Markets ETF | SPDR (State Street) | 0.00% | $212,229 | $16.8B | 2026-10-20 |
| 8 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.00% | $177,209 | — | 2026-09-30 |
| 9 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.00% | $175,872 | — | 2026-10-20 |
| 10 | EWX State Street® SPDR® S&P® Emerging Markets Small Cap ETF | SPDR (State Street) | 0.02% | $137,792 | $648.8M | 2026-10-20 |
| 11 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.01% | $105,200 | $1.2B | 2026-10-20 |
| 12 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $34,404 | — | 2026-10-20 |
| 13 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.00% | $32,231 | — | 2026-09-30 |
| 14 | RSSL Global X Russell 2000 ETF | Global X | 0.00% | $14,930 | — | 2026-10-21 |
| 15 | DFUS Dimensional US Equity Market ETF | Dimensional | 0.00% | $5,471 | $21.4B | 2026-10-20 |
| 16 | EBIT Harbor AlphaEdge Small Cap Earners ETF | Nport | 0.04% | $5,265 | — | 2026-07-31 |
| 17 | FLQS Franklin U.S. Small Cap Multifactor Index ETF | Franklin | 0.00% | $1,990 | $48.4M | 2026-10-20 |
| 18 | ITWO ProShares Russell 2000 High Income ETF | ProShares | 0.00% | $1,810 | — | 2026-10-21 |
| 19 | URTY ProShares UltraPro Russell2000 | ProShares | 0.00% | $1,398 | — | 2026-10-21 |
| 20 | UWM ProShares Ultra Russell2000 | ProShares | 0.00% | $905 | — | 2026-10-21 |
| 21 | XCNY State Street® SPDR® S&P Emerging Markets ex-China ETF | SPDR (State Street) | 0.00% | $128 | $9.8M | 2026-10-20 |
| 22 | HDG ProShares Hedge Replication ETF | ProShares | 0.00% | $41 | — | 2026-10-21 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.