Value Line, Inc., together with its subsidiaries, produces and sells investment periodicals and related publications primarily in the United States. Its investment periodicals and related publications cover a range of investments, including stocks, mutual funds, exchange traded funds (ETFs), and options. The company's research services include The Value Line Investment Survey, The Value Line Investment Survey - Small and Mid-Cap, The Value Line 600, and The Value Line Fund Advisor Plus that provide statistical and text coverage of various investment securities, with an emphasis placed on its proprietary research, analysis, and statistical ranks. It also provides niche newsletters comprising 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 that offer information on a less comprehensive basis for securities that are of particular interest to subscribers; digital versions of its products through its Website, www.valueline.com; The Value Line Research Center online platform; and investment analysis software, such as The Value Line Investment Analyzer, which includes data sorting and filtering tools. In addition, the company offers current and historical financial databases comprising DataFile, estimates and projections, and mutual funds; and copyright products, which include unit investment trusts, variable annuities, managed accounts, and EFTs. Further, it places advertising on behalf of the company's publications; and provides subscription fulfillment and subscriber relation services. The company serves individual and professional investors, as well as institutions, including municipal and university libraries, and investment firms. Value Line, Inc. was founded in 1931 and is headquartered in New York, New York. Value Line, Inc. is a subsidiary of Arnold Bernhard & Co, Inc.
Company profile
Ticker
VALU
Exchange
Website
CEO
Mr. Howard A. Brecher
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
ALICO INC
SEC CIK
Corporate docs
Subsidiaries
Value Line Publishing LLC • The Vanderbilt Advertising Agency, Inc. • Value Line Distribution Center, Inc. ...
IRS number
133139843
VALU stock data
Latest filings (excl ownership)
8-K
Submission of Matters to a Vote of Security Holders
8 Oct 24
10-Q
2025 Q1
Quarterly report
13 Sep 24
DEF 14A
Definitive proxy
20 Aug 24
10-K
2024 FY
Annual report
26 Jul 24
10-Q
2024 Q3
Quarterly report
15 Mar 24
10-Q
2024 Q2
Quarterly report
15 Dec 23
8-K
Submission of Matters to a Vote of Security Holders
6 Oct 23
10-Q
2024 Q1
Quarterly report
12 Sep 23
DEF 14A
Definitive proxy
17 Aug 23
Latest ownership filings
Financial summary
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Institutional ownership, Q2 2024
2.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 16 |
Opened positions | 6 |
Closed positions | 2 |
Increased positions | 2 |
Reduced positions | 3 |
13F shares | Current |
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Total value | 7.94 bn |
Total shares | 192.01 k |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Dimensional Fund Advisors | 102.32 k | $4.41 bn |
Geode Capital Management | 23.26 k | $1.00 bn |
North Star Investment Management | 16.10 k | $693.43 mm |
Capital Investment Counsel | 11.27 k | $485.57 mm |
Renaissance Technologies | 10.20 k | $439.31 mm |
STRS Ohio | 7.20 k | $310.10 mm |
Valmark Advisers | 6.50 k | $279.96 mm |
SG Americas Securities | 6.21 k | $267.00 k |
Oppenheimer & Co | 5.60 k | $241.19 mm |
Rhumbline Advisers | 1.40 k | $60.20 mm |