VALUE LINE, INC. ANNOUNCES THIRD QUARTER EARNINGS
Rhea-AI Summary
Value Line (NASDAQ: VALU) reported third fiscal quarter results for the period ended January 31, 2026, and filed its Form 10-Q with the SEC. For the nine months ended January 31, 2026, net income was $18.05M or $1.92 per share, up 7.9% year-over-year. Total investment gains rose 51.2% to $5.379M. Retained earnings were $122.285M and shareholders' equity was $107.759M as of January 31, 2026.
Value Line continues to offer a wide range of research products and services for individual and institutional investors.
Positive
- Total investment gains increased by 51.2% to $5.379M for the nine months ended Jan 31, 2026
Negative
- None.
News Market Reaction – VALU
On the day this news was published, VALU gained 0.41%, reflecting a mild positive market reaction. This price movement added approximately $1M to the company's valuation, bringing the market cap to $335.69M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
VALU was down 3.05% while peers were mixed: DNB +0.11%, MKTW +1.05%, MCO -0.26%, MORN -0.32%, SPGI +0.45%, suggesting stock-specific dynamics rather than a sector-wide move.
Previous Earnings Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| 2025-07-29 | Full-year earnings | Positive | +1.1% | Reported higher FY 2025 net income and stronger EAM revenue interest. |
| 2025-03-14 | Nine-month earnings | Positive | +0.1% | First nine months FY 2025 showed double-digit net income and EAM income growth. |
| 2024-12-13 | Quarterly earnings | Positive | +2.4% | Q2 FY2024 net income and EAM revenues rose sharply versus prior year. |
| 2024-09-13 | Quarterly earnings | Positive | +3.3% | First-quarter FY2024 delivered strong net income and investment gains growth. |
| 2024-07-26 | Full-year earnings | Positive | +0.4% | FY2024 net income, EAM interest, liquid assets, and equity all increased. |
Earnings headlines have historically been followed by modestly positive moves, with an average 24h reaction of 1.47% across 5 earnings events.
Over the past two years, Value Line has repeatedly reported higher earnings and growing shareholders’ equity, both in annual results and interim quarters. Prior earnings releases highlighted rising net income, stronger contributions from EAM, and consistent growth in retained earnings and equity. Shareholders also saw increased dividends and continuing capital returns. Today’s third-quarter update, with higher nine‑month net income, investment gains, and equity, fits this pattern of steady financial expansion supported by the company’s diversified suite of research and data products.
Historical Comparison
In the past year, VALU issued 5 earnings-related releases with an average 24h move of 1.47%, providing a reference point for how investors have typically responded to similar financial updates.
Across recent earnings cycles, Value Line has reported steadily rising net income, expanding contributions from EAM, and higher shareholders’ equity, indicating a multi-period progression of balance sheet and profitability strength.
Market Pulse Summary
This announcement highlights continued earnings growth, with nine‑month net income of $18,052,000, EPS of $1.92, and shareholders’ equity of $107,759,000 all above prior-year levels. The filing of the Form 10‑Q adds detailed context on operations and investment gains. Historically, similar earnings updates have produced modest positive price reactions. Investors may focus on the sustainability of investment gains, trends in retained earnings, and any changes in the company’s diversified research product mix.
Key Terms
form 10-q regulatory
etfs financial
exchange traded fund financial
m&a financial
options financial
AI-generated analysis. Not financial advice.
NEW YORK, March 16, 2026 (GLOBE NEWSWIRE) -- Value Line, Inc., (NASDAQ: VALU) reported financial results for the third fiscal quarter ended January 31, 2026.
- During the nine months ended January 31, 2026, the Company’s net income of
$18,052,000 , or$1.92 per share, was7.9% above net income of$16,735,000 , or$1.78 per share, for the nine months ended January 31, 2025.
- During the nine months ended January 31, 2026, the Company’s total investment gains of
$5,379,000 was51.2% above total investment gains in the prior fiscal year.
- Retained earnings at January 31, 2026, were
$122,285,000 , an increase of7.8% compared to retained earnings at April 30, 2025.
- Shareholders’ equity reached
$107,759,000 at January 31, 2026, an increase of8.1% from the shareholders’ equity of$99,678,000 as of April 30, 2025.
The Company’s quarterly report on Form 10-Q has been filed with the SEC and is available on the Company’s website at www.valueline.com/About/corporate_filings.aspx. Shareholders may receive a printed copy, free of charge upon request to the Company at the address above, Attn: Corporate Secretary.
Value Line is a leading provider of investment research. The Value Line Investment Survey is one of the most widely used sources of independent equity research.
Value Line publishes proprietary investment research in separate print and digital formats.
Value Line provides these specialized services:
a. Value Line Select – Each month, Value Line analysts recommend the one exceptional stock with superior profit potential and a favorable risk/reward ratio.
b. The Value Line Special Situations Service – Each month, Value Line analysts recommend small and mid-cap stocks that hold the potential to transform your portfolio by delivering returns that are well above the market average.
c. Value Line Select ETFs – Each month, Value Line analysts sift through the myriad investment possibilities to identify the one exchange traded fund that appears best positioned to outperform the market.
d. Value Line Select: Dividend Income & Growth – Each month Value Line analysts make two stock recommendations that are expected to provide above-average current income along with appealing long-term dividend growth prospects.
e. The Value Line ETFs Service – includes data, information, and analysis on more than 2,800 exchange-traded funds (ETFs), to help subscribers select the best fit for their portfolios.
f. The Value Line M&A Service – Value Line analysts highlight one company each month that is a candidate to be acquired by a larger entity at a material premium to the current stock price.
g. Value Line Information You Should Know wealth newsletter – Value Line focuses on financial planning and investment issues that matter for today’s investor.
h. The Value Line Climate Change Investing Service – Value Line analysts target a critical issue – climate change, which is expected to spur transformation in the global economy for decades to come.
i. Certain Value Line copyrights distributed under agreements including proprietary ranking system information and other information used in 3rd party products.
j. The Value Line Options Survey – information and ranks on more than 600,000 options on stocks covering
k. The Value Line Fund Adviser Plus – covers some 19,000 funds, grouped into more than thirty Investment Objective Categories. Our proprietary Ranking System makes it simple to tell whether or not a particular fund is a worthwhile investment. Our approach helps to ensure that investors avoid funds with unsustainable short-term performance, and you can count on our Safety ™ rank to help manage your risk. Our professionally selected Model Portfolio names the best funds in eight key categories.
l. The Value Line Investment Survey–Small & Mid Cap – print and digital financial information and quantitative analysis on approximately 1,800 companies with market capitalizations of less than
m. The Value Line 600 – in-depth, independent print research on 600 large and prominent companies.
n. The Value Line Investment Survey–Selection & Opinion – Value Line’s weekly economic and stock market commentary, four Model Portfolios, which are actively managed, updated each week, and always contain 20 equities each.
o. The Value Line Investment Survey–Smart Investor – a digital service providing investment research covering large, mid and small-cap stocks comprising about
p. The Value Line Investment Survey–Small Cap Investor – digital financial information and quantitative analysis on approximately 1,800 companies with market capitalizations of less than
q. The Value Line Investment Survey–Savvy Investor – a digital package covering more than 3,000 large, mid and small-cap stocks.
r. The Value Line Investment Survey–Investor 900 – this digital service provides investment research on 600 of the largest cap stocks plus 300 small- and mid-cap stocks.
s. The Value Line Investment Survey–Investor 600 – In-depth, independent digital research on 600 large and prominent companies.
t. The Value Line Investment Survey–Investor 2400 – This digital service provides investment research for 600 of the largest cap stocks plus approximately 1,800 small and mid-cap stocks.
u. The Value Line Investment Analyzer – This digital only service covers large, mid and small cap stocks comprising about
v. Value Line Investment Analyzer Plus – a digital service that provides complete stock analysis for approximately 6,000 equities.
w. Value Line Research Center – A complete, online investment research system that includes all the financial information and tools needed to structure a well-researched and diversified portfolio for stocks, ETFs and mutual funds.
x. Value Line Equity Research Center – A complete, online investment research system that includes all of Value Line’s equity research products needed to structure a well-researched and diversified portfolio for equities.
Value Line’s products are available to individual investors by mail, at www.valueline.com or by calling 1-800-VALUELINE (1-800-825-8354).
Institutional services for professional investors, advisors, corporate, academic, and municipal libraries are offered at www.ValueLinePro.com, www.ValueLineLibrary.com and by calling 1-800-531-1425.
Cautionary Statement Regarding Forward-Looking Information
In this report, “Value Line,” “we,” “us,” “our” refers to Value Line, Inc. and “the Company” refers to Value Line and its subsidiaries unless the context otherwise requires.
This report contains statements that are predictive in nature, depend upon or refer to future events or conditions (including certain projections and business trends) accompanied by such phrases as “believe”, “estimate”, “expect”, “anticipate”, “will”, “intend” and other similar or negative expressions, that are “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995, as amended. Actual results for Value Line, Inc. (“Value Line” or “the Company”) may differ materially from those projected as a result of certain risks and uncertainties, including but not limited to the following:
- maintaining revenue from subscriptions for the Company’s digital and print published products;
- changes in investment trends and economic conditions, including global financial issues;
- changes in Federal Reserve policies affecting interest rates and liquidity along with resulting effects on equity markets;
- stability of the banking system, including the success of U.S. government policies and actions in regard to banks with liquidity or capital issues, along with the associated impact on equity markets;
- continuation of orderly markets for equities and corporate and governmental debt securities;
- problems protecting intellectual property rights in Company methods and trademarks;
- problems protecting confidential information including customer confidential or personal information that we may possess;
- dependence on non-voting revenues and non-voting profits interests in EULAV Asset Management (“EAM” or “EAM Trust”), and accordingly on its key management, investment management, and sales personnel. EAM Trust is a Delaware statutory trust, which serves as the investment advisor to the Value Line Funds and engages in related distribution, marketing and administrative services;
- fluctuations in EAM’s and third-party copyright assets under management due to evaluations by outside rating agencies, broadly based changes in the values of equity and debt securities, market sector variations, redemptions by investors and other factors including continuation of employment by key members of its management, investment management, and sales leadership;
- possible changes in the valuation of EAM’s intangible assets from time to time;
- possible changes in future revenues or collection of receivables from significant customers;
- dependence on key executive and specialist personnel of signification supplier and other firms;
- risks associated with the outsourcing of certain functions, technical facilities, and operations, including in some instances outside the U.S.;
- risks of increased tariffs and other restrictions affecting the cost and availability of materials, equipment, and other necessary inputs to the Company’s operations;
- competition in the fields of publishing, copyright and investment management, along with associated effects on the level and structure of prices and fees, and the mix of services delivered;
- the impact of government regulation on the Company’s and EAM’s businesses;
- federal and/or state legislative changes that might affect Value Line’s business;
- the availability of free or low cost investment information through discount brokers or generally over the internet;
- the economic and other impacts of present and future global political and military conflicts, which could affect investor interest in stock market investing or cause assets under management in EAM to fall or to rise, or affect availability and cost of energy, goods, and services required by the Company and its suppliers;
- continued availability of generally dependable energy supplies, transportation facilities, digital data and telephone transmission infrastructure in the geographic areas in which the company and certain suppliers operate;
- terrorist attacks, cyber attacks and natural disasters;
- the need for changes in our business plans because of unexpected events that occur;
- widespread illnesses which may drastically affect markets, employment, and other economic conditions, and may have additional unpredictable impacts on employees, suppliers, customers, and operations;
- changes in prices and availability of materials and other inputs and services, such as financial data, freight and postage, required by the Company;
- risk of short-term or long-term catastrophic computer problems associated with legacy software systems which could interrupt regular publication schedules;
- risk of inadequacy of our insurance coverage to compensate for potential losses;
- potential impact of vendors’ consolidation;
- other risks and uncertainties, including but not limited to the risks described in Part I, Item 1A, “Risk Factors” of the Company’s Annual Report on Form 10-K for the year ended April 30, 2025 and in Part II, Item 1A of the Quarterly Report on Form 10-Q for the period ended January 31, 2026; and other risks and uncertainties arising from time to time.
These factors are not necessarily all of the important factors that could cause actual results to differ materially from those expressed in any of our forward-looking statements. Other unknown or unpredictable factors which may involve external factors over which we may have no control could also have material adverse effects on future results. Likewise, changes we make in our plans, objectives, strategies, or intentions, which may occur at any time in our discretion, could also have material favorable or adverse effects on our future results. Except as otherwise required to be disclosed in periodic reports required to be filed by public companies with the SEC pursuant to the SEC's rules, we have no duty to update these statements, and we undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. In light of these risks and uncertainties, current plans, anticipated actions, and future financial conditions and results may differ from those expressed in any forward-looking information contained herein.
Contact: Howard A. Brecher
Value Line, Inc.
212-907-1500
www.valueline.com
www.ValueLinePro.com, www.ValueLineLibrary.com
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