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$35.45 -1.20 (-3.27%) At close · Jul 29
Market Cap
$344.04M
Shares
9.39M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$35.45 Open$36.64 Day$35.45–36.94 52W$32.00–41.18 Avg vol 30d3K Short int13K · 0.1% float · 5.7d Short vol4% DataJan 2020–Jul 2026 Filing10-Q · Mar 17

Up next

FQ2-27 quarter ends
~Oct 30, 2026 Est
filed Mar 17, 2026

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 20.7 · elevated Equity put/call 0.61
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −3%
below
Price vs 50-day avg −2%
below
RSI (14) 39
neutral
MACD trend Negative
52-week position 38%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −12%
trailing
6-month return −4%
trailing
YTD return −7%
this year
Relative strength −11%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $36 › 200d $37 — 200d above 50d
Institutional flow Distributing
10 of 52 funds reported for Jun 30 · net -86 sh shares
Insider flow Accumulating
Net +$6.8K over 90 days · 0% sells
Short interest Falling
0.13% of float · ▼ -9.5% MoM · 5.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
52 holders — mid 3-yr range
Squeeze score 38
low risk · 0–100
Fundamentals
Excellent
Revenue growth +1%
Y/Y
Free cash flow $20.1M
Buyback $1.4M
remaining
Balance sheet $31.9M
net cash
Quant / Vol
risk profile
Moderate
Volatility 30%
annualized · 1-yr
Max drawdown −19%
past year
ATR 3.4%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Neutral
1 · 6 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−3% Neutral
Price vs 50-day avg
−2% Neutral
RSI (14)
39 Neutral
MACD trend
Negative Bearish
52-week position
38% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $36 › 200d $37 — 200d above 50d
Institutional flow Distributing
10 of 52 funds reported for Jun 30 · net -86 sh shares
Insider flow Accumulating
Net +$6.8K over 90 days · 0% sells
Short interest Falling
0.13% of float · ▼ -9.5% MoM · 5.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
52 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $32 Now $35 · 38% 52-wk high $41
vs 200-day avg -3% vs 50-day avg -2%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Financial Data & Stock Exchanges — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
VALU
Value Line Inc
this stock
$344.04M -7.0% +1.1% 0.1%
SPGI
S&P Global Inc.
$125.61B -14.7% +7.1% 28.4 1.7%
CME
Cme Group Inc.
$93.49B -0.5% +11.1% 22.1 1.6%
ICE
Intercontinental Exchange, Inc.
$86.37B -4.4% -2.1% 22.2 1.6%
MCO
Moodys Corp /De/
$83.86B -5.2% +16.6% 30.7 1.8%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
52
% held
5.4%
Reported
10 of 52
Top holder
NEUBERGER BERMAN GROUP LLC
Held Float
View
Held by Funds
Fund positions
74
View
Short & Settlement
Short Interest Falling
Shares short
12.6K
Days to cover
5.7d
Change
-1.3K sh
View
Short Volume
Short vol %
4%
As of
Jul 29, 2026
Short Total
View
Fails to Deliver
FTD shares
155
Value
$6.3K
As of
Jun 30, 2026
View
Off-Exchange
Off-exchange %
27.2%
Week of
May 4, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$6.8K
Buyers / Sellers
1 / 0
Buyers Sellers
View
Financials
Financials
Revenue (FY)
$36.3M
Net income (FY)
$20.7M
View
Buybacks
Authorized
$2.0M
Remaining
$1.4M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Mar 17, 2026
This year
2
View

Performance

5D 20D 120D MTD YTD
VALU -5.3% -12.4% -4.2% -12.4% -7.0%
SPY -2.4% -2.3% +6.3% -2.3% +7.0%
vs SPY -2.9% -10.1% -10.5% -10.1% -13.9%

Capital returns

Latest dividend
$0.35 / share · ex Jul 27, 2026
Raised 7.7%
Paid (TTM)
$1.35 / share · 4 payouts
Dividend yield (TTM, derived)
3.81%
Buyback program · as of Jan 31, 2026
Authorized
$2.00M
Spent (derived)
$647,000
Remaining
$1.35M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 717720 CUSIP 920437100 13F (30d) 10 filings 10 filers Visit website