Welcome to our dedicated page for Value Line SEC filings (Ticker: VALU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Value Line, Inc. (NASDAQ: VALU) SEC filings page on Stock Titan provides direct access to the company’s regulatory documents, along with AI-powered summaries that clarify key points. As a New York-based publisher of independent investment research with a single publishing segment and income tied to Eulav Asset Management, Value Line’s filings contain detailed information on its subscription business, intellectual property, and non-voting revenue and profits interests in EAM.
Investors can review annual reports on Form 10-K to see discussions of business operations, risk factors, and the role of EAM in Value Line’s results, as well as descriptions of its research products, proprietary ranking systems, and licensing arrangements. Quarterly reports on Form 10-Q update these disclosures with interim financial data, including net income, investment gains, and changes in retained earnings and shareholders’ equity.
Current reports on Form 8-K capture material events such as share repurchase program approvals and other significant corporate actions referenced in press releases. Definitive proxy statements on Schedule DEF 14A provide insight into corporate governance, board structure, compensation practices, and voting outcomes at the annual meeting of shareholders.
Stock Titan’s interface highlights Form 4 and other insider transaction filings when available, helping users see how directors and officers trade VALU shares. AI-generated overviews summarize lengthy filings, point out important sections, and surface items related to revenue sources, EAM interests, risk oversight, and capital allocation policies, allowing readers to navigate Value Line’s regulatory history more efficiently.
Value Line, Inc. reported quarterly net income of $5.9 million, up 14.5% from $5.2 million a year earlier, as stronger investment gains offset softer core publishing results. Earnings per share rose to $0.63 from $0.55 on a slightly lower share count.
For the nine months ended January 31, 2026, publishing revenues declined 4.7% to $25.4 million and income from operations fell 22.2% to $4.0 million, reflecting weaker print and copyright fee revenues. However, income from its non‑voting interests in EAM Trust reached $15.0 million and investment gains increased 51.2% to $5.4 million, lifting pre‑tax income 8.6% to $24.4 million and net income 7.9% to $18.1 million (EPS $1.92 vs. $1.78). Cash, cash equivalents and restricted cash were $46.8 million with no debt, supported by $84.1 million of Level 1 securities.
Value Line, Inc. reported that long-time director Alfred R. Fiore, who had served on the board since 2010, died on December 6, 2025. To fill the vacancy, on January 16, 2026 the board appointed Dr. Alexander J. Swistel as a director and member of the Audit Committee.
Dr. Swistel is a retired Associate Professor at Weill Cornell Medical College and a graduate of Harvard University and Brown University School of Medicine. He has no family relationships with current directors or executive officers, no material related-party transactions requiring disclosure, and will receive the standard Audit Committee director’s fee of $40,000 per year.
Value Line, Inc. reported stable Q2 2026 results for the quarter ended October 31, 2025. Publishing revenues were $8,556,000, slightly below $8,841,000 a year earlier, and income from operations declined to $1,512,000 from $1,744,000. Non‑operating items were a key earnings driver: revenues and profits interests from the EAM Trust were $5,154,000 and investment gains were $1,182,000, producing net income of $5,682,000, essentially flat versus $5,685,000.
For the six months ended October 31, 2025, publishing revenues were $17,162,000 and net income increased to $12,142,000 from $11,572,000, with earnings per share of $1.29. Net cash provided by operating activities was $8,512,000, helping lift cash, cash equivalents and restricted cash to $43,911,000 at October 31, 2025. Marketable securities measured at fair value totaled $80,808,000, and shareholders’ equity rose to $105,489,000.
The company continued returning capital through dividends and buybacks. Dividends declared were $0.650 per common share for the six‑month period, and a new $2,000,000 share repurchase program was authorized, followed by a block purchase of 14,015 shares at $37 per share. Revenue concentration remains notable, with a single customer providing 29.0% of total publishing revenues over the six months.
Value Line, Inc. held its annual shareholder meeting on October 7, 2025 to elect directors. Final tabulation by the transfer agent shows the reported Votes Yes totals for the slate of director nominees as: 9,039,480, 8,926,607, 9,070,280, 9,069,374, 435,441, and 9,033,209. The report is limited to the vote counts; no additional details about abstentions, broker non-votes, vote percentages or director identities beyond the company signature are provided.
Value Line, Inc. is calling a fully virtual Annual Meeting of Shareholders for October 7, 2025 at 10:30 a.m. Eastern, with voting by proxy only. Shareholders of record on August 12, 2025, when 9,409,522 common shares were outstanding and entitled to one vote each, may vote on the election of directors and any other business that may properly come before the meeting.
The proxy discloses a controlled ownership structure: Arnold Bernhard & Co., Inc. holds 8,633,733 shares, or 91.76% of the common stock. The Board combines the Chairman and CEO roles and relies on fully independent Audit and Compensation Committees. Executive pay is entirely cash-based; in fiscal 2025 the CEO earned $890,042 and the median employee earned $82,500, a ratio of 10.79:1. Fiscal 2025 net income was $20,686,000. Independent auditor Horowitz & Ullmann, P.C. received $166,000 in audit fees and total fees of $340,555 for 2025 and has been reappointed for 2026.