View Future GrowthWinmark 過去の業績過去 基準チェック /26Winmarkは2.6%の年平均成長率で業績を伸ばしているが、Specialty Retail業界はdecliningで1.9%毎年増加している。売上は成長しており、年平均3%の割合である。主要情報2.57%収益成長率3.41%EPS成長率Specialty Retail 業界の成長26.64%収益成長率2.97%株主資本利益率n/aネット・マージン48.19%前回の決算情報28 Mar 2026最近の業績更新Reported Earnings • Apr 19First quarter 2024 earnings released: EPS: US$2.52 (vs US$2.58 in 1Q 2023)First quarter 2024 results: EPS: US$2.52 (down from US$2.58 in 1Q 2023). Revenue: US$20.1m (down 2.0% from 1Q 2023). Net income: US$8.82m (down 1.4% from 1Q 2023). Profit margin: 44% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$11.55 (vs US$11.30 in FY 2022)Full year 2023 results: EPS: US$11.55 (up from US$11.30 in FY 2022). Revenue: US$83.2m (up 2.3% from FY 2022). Net income: US$40.2m (up 1.9% from FY 2022). Profit margin: 48% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 19Third quarter 2023 earnings released: EPS: US$3.20 (vs US$3.02 in 3Q 2022)Third quarter 2023 results: EPS: US$3.20 (up from US$3.02 in 3Q 2022). Revenue: US$22.3m (up 5.4% from 3Q 2022). Net income: US$11.1m (up 7.5% from 3Q 2022). Profit margin: 50% (up from 49% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 20Second quarter 2023 earnings released: EPS: US$2.98 (vs US$2.61 in 2Q 2022)Second quarter 2023 results: EPS: US$2.98 (up from US$2.61 in 2Q 2022). Revenue: US$20.4m (up 6.8% from 2Q 2022). Net income: US$10.4m (up 15% from 2Q 2022). Profit margin: 51% (up from 47% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 21First quarter 2023 earnings released: EPS: US$2.58 (vs US$2.74 in 1Q 2022)First quarter 2023 results: EPS: US$2.58 (down from US$2.74 in 1Q 2022). Revenue: US$20.5m (up 2.4% from 1Q 2022). Net income: US$8.94m (down 9.2% from 1Q 2022). Profit margin: 44% (down from 49% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 02Full year 2022 earnings released: EPS: US$11.30 (vs US$10.87 in FY 2021)Full year 2022 results: EPS: US$11.30. Revenue: US$81.4m (up 4.1% from FY 2021). Net income: US$39.4m (down 1.2% from FY 2021). Profit margin: 48% (down from 51% in FY 2021). The decrease in margin was driven by higher expenses.すべての更新を表示Recent updatesお知らせ • May 08Winmark Corporation Announces Board and Committee ChangesWinmark Corporation announced that Lawrence A. Barbetta has informed the company of his decision not to stand for re-election to the Winmark Board of Directors at its next Annual Meeting of Shareholders in April 2027, in accordance with the Company’s independent director term limits. Mr. Barbetta was elected to Winmark’s Board of Directors in 2012 and currently serves as a member of the Audit Committee. Additionally, the Company announced that it has appointed Stephanie S. Hoppe to its Board of Directors and to the Compensation and Nominating Committees. Ms. Hoppe brings more than 20 years of senior marketing and brand leadership experience across consumer, franchise, and multi-unit retail businesses, with deep expertise in omnichannel strategy, digital marketing, brand positioning, and consumer insights. She currently serves as Vice President of Omnichannel Marketing at Casey’s General Stores Inc. Prior to joining Casey’s, Ms. Hoppe held senior marketing roles with major multi-unit retailers and franchisors, including Cicis Pizza and 7-Eleven.Seeking Alpha • May 07Winmark's Plunge Doesn't Mean It's Time To BuySummary Winmark Corporation remains a "Sell" due to persistent overvaluation despite recent share price declines. WINA's core franchise model delivers high margins, but recent revenue and profit contraction highlight slow underlying growth. Excluding volatile leasing income, 2026 projections show sluggish expansion, making WINA's premium multiples unjustifiable. Compared to specialty retailers, WINA is still the most expensive by key valuation metrics without rapid growth to support it. Read the full article on Seeking Alphaお知らせ • Apr 16Winmark Corporation Declares Quarterly Cash Dividend, Payable on June 1, 2026Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $1.02 per share will be paid on June 1, 2026 to shareholders of record on the close of business on May 13, 2026. Future dividends will be subject to Board approval.お知らせ • Mar 05Winmark Corporation, Annual General Meeting, Apr 22, 2026Winmark Corporation, Annual General Meeting, Apr 22, 2026. Location: 605 highway 169 n suite 100, minneapolis, minnesota, 55441, minneapolis United Statesお知らせ • Jan 28Winmark Corporation Announces Quarterly Cash Dividend, Payable on March 2, 2026Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.96 per share will be paid March 2, 2026 to shareholders of record on the close of business on February 11, 2026. Future dividends will be subject to Board approval.お知らせ • Oct 15+ 1 more updateWinmark Corporation Declares Special Dividend, Payable on December 1, 2025Winmark Corporation announced the Board of Directors has approved the payment of a special dividend to shareholders. The special dividend of $10.00 per share will be paid on December 1, 2025 to shareholders of record on the close of business on November 12, 2025. The total amount of the special dividend will be approximately $35.6 million based on the current number of shares outstanding. It is anticipated that Winmark will use cash on hand to finance the special dividend. Future dividends will be subject to Board approval.お知らせ • Sep 23Lisa Hake to Join as Chief Marketing Officer of Winmark Corporation, Effective October 1, 2025Winmark Corporation announced that Lisa Hake will be joining the company as its Chief Marketing Officer, effective October 1, 2025. Ms. Hake brings more than 25 years of experience including brand management, marketing innovation, franchisee ad fund management, partnership activations, and consumer engagement to this newly created role. She most recently served as Vice President of Marketing & Communications at Great Clips, North America’s larger franchised salon brand with over 4,400 locations, where she led transformative brand initiatives and drove significant growth. Prior to joining Great Clips, Hake held senior roles at Best Buy, including Senior Marketing Director for Geek Squad, along with marketing roles at 3M and The Pillsbury Company.分析記事 • Sep 11Earnings Not Telling The Story For Winmark Corporation (NASDAQ:WINA) After Shares Rise 27%Winmark Corporation ( NASDAQ:WINA ) shares have had a really impressive month, gaining 27% after a shaky period...お知らせ • Aug 08Winmark Corporation Announces Board and Committee ChangesWinmark Corporation announced that Jenele C. Grassle has informed the company of her decision not to stand for re-election to the Winmark Board of Directors at its next Annual Meeting of Shareholders in April 2026. Ms. Grassle was elected to Winmark’s Board of Directors in 2001 and currently serves as a member of both the Compensation and Nominating Committees. Additionally, the Company announced that it has named Keith Credendino to its Board of Directors and Audit Committee. Mr. Credendino has over 25 years of successful executive and technology leadership experience. Currently, Mr. Credendino is Chief Information and Technology Officer at Macy’s Inc., a trusted source for quality brands through their iconic nameplates – Macy’s, Bloomingdale’s and Bluemercury. Prior to joining Macy’s, Mr. Credendino was Senior Vice President of Digital Technology & Enterprise Data at Inspire Brands, a multi-brand global restaurant company, and previously served as a technology executive at several enterprise organizations, including The Home Depot, InterContinental Hotels Group (IHG), and Cox Enterprises.お知らせ • Jul 15Winmark Corporation Approves Quarterly Cash Dividend, Payable on September 2, 2025Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.96 per share will be paid September 2, 2025 to shareholders of record on the close of business on August 13, 2025. Future dividends will be subject to Board approval.分析記事 • May 15There's Reason For Concern Over Winmark Corporation's (NASDAQ:WINA) Massive 27% Price JumpWinmark Corporation ( NASDAQ:WINA ) shareholders would be excited to see that the share price has had a great month...分析記事 • Apr 22Winmark (NASDAQ:WINA) Has Announced That It Will Be Increasing Its Dividend To $0.96Winmark Corporation ( NASDAQ:WINA ) will increase its dividend on the 2nd of June to $0.96, which is 6.7% higher than...Seeking Alpha • Mar 30Winmark: Differentiated Business Model Within RetailSummary Winmark Corporation's resale store franchise model boasts high margins, low capital intensity, and counter-cyclical traits, making it a resilient and attractive business in the retail sector. Winmark has experienced, mission-driven management and an excellent capital allocation strategy. Over time, organic growth, margin expansion, and accretive share repurchases should create shareholder value. If the stock is too expensive to buy back, you get special dividends. Current valuation suggests a hold, with my buy price closer to $250 to ensure a reasonable margin of safety. Read the full article on Seeking Alpha分析記事 • Mar 20Calculating The Fair Value Of Winmark Corporation (NASDAQ:WINA)Key Insights Winmark's estimated fair value is US$305 based on 2 Stage Free Cash Flow to Equity With US$324 share...お知らせ • Mar 07Winmark Corporation, Annual General Meeting, Apr 23, 2025Winmark Corporation, Annual General Meeting, Apr 23, 2025. Location: at our corporate offices, 605 highway 169 n, suite 100, minnesota 55441, minneapolis, United StatesSeeking Alpha • Feb 09Winmark: Shares Aren't Even Close To Being A BargainSummary Winmark Corporation's stock is rated a 'sell' due to its high valuation despite minimal growth and mixed financial performance. Revenue declined to $21.5 million in Q3 2024, with 90.7% from royalties, while profitability remained flat at $11.1 million. Despite a 97% franchise renewal rate and store growth, revenue impact is minimal, making current trading multiples unjustifiable. The company's high valuation multiples are more suited for fast-growing tech firms, not a slow-growth franchised retailer like Winmark. Read the full article on Seeking Alphaお知らせ • Jan 29Winmark Corporation Announces Quarterly Cash Dividend, Payable on March 3, 2025Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.90 per share will be paid March 3, 2025 to shareholders of record on the close of business on February 12, 2025. Future dividends will be subject to Board approval.分析記事 • Dec 09Estimating The Fair Value Of Winmark Corporation (NASDAQ:WINA)Key Insights Winmark's estimated fair value is US$368 based on 2 Stage Free Cash Flow to Equity Current share price of...お知らせ • Oct 16+ 1 more updateWinmark Corporation Announces Quarterly Cash Dividend, Payable on December 2, 2024Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.90 per share will be paid on December 2, 2024 to shareholders of record on the close of business on November 13, 2024.分析記事 • Sep 30Winmark Corporation's (NASDAQ:WINA) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Seeking Alpha • Sep 17Winmark Corporation: Still Overvalued, And Still Expected To Decline In PriceSummary Winmark Corporation's shares are very expensive, both on an absolute basis and relative to similar specialty retailers, justifying a 'sell' rating. Despite modest growth in store count and royalty revenue, overall revenue and profitability metrics have largely stagnated or declined. The company's balance sheet is stable, but this does not offset the high valuation of its stock. A significant drop in share price, at least 50%, is needed to consider an upgrade from the current 'sell' rating. Read the full article on Seeking Alpha分析記事 • Aug 29Calculating The Intrinsic Value Of Winmark Corporation (NASDAQ:WINA)Key Insights Using the 2 Stage Free Cash Flow to Equity, Winmark fair value estimate is US$361 With US$357 share price...お知らせ • Jul 17Winmark Corporation Announces Quarterly Cash Dividend, Payable on September 3, 2024Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.90 per share will be paid on September 3, 2024 to shareholders of record on the close of business on August 14, 2024. Future dividends will be subject to Board approval.分析記事 • Jun 08Winmark Corporation's (NASDAQ:WINA) Business Is Trailing The Market But Its Shares Aren'tWith a price-to-earnings (or "P/E") ratio of 29.1x Winmark Corporation ( NASDAQ:WINA ) may be sending very bearish...Seeking Alpha • May 10Winmark: Shares Have Gotten Too PriceySummary Winmark Corporation franchises out multiple retail concepts, including Plato's Closet, but the stock is currently very expensive. The company has achieved steady growth in recent years, but its fundamental growth has been slow. The stock is trading at high multiples and is too expensive to consider buying at this point in time. Read the full article on Seeking AlphaUpcoming Dividend • May 07Upcoming dividend of US$0.90 per shareEligible shareholders must have bought the stock before 14 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.9%).分析記事 • Apr 29Winmark (NASDAQ:WINA) Is Paying Out A Larger Dividend Than Last YearWinmark Corporation ( NASDAQ:WINA ) will increase its dividend from last year's comparable payment on the 3rd of June...Recent Insider Transactions Derivative • Apr 22Chairman & CEO notifies of intention to sell stockBrett Heffes intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of April. If the sale is conducted around the recent share price of US$369, it would amount to US$3.1m. For the year to December 2017, Brett's total compensation was 40% salary and 60% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2023, Brett's direct individual holding has increased from 110.00k shares to 110.29k. Company insiders have collectively sold US$5.2m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Apr 20First quarter dividend of US$0.90 announcedShareholders will receive a dividend of US$0.90. Ex-date: 14th May 2024 Payment date: 3rd June 2024 Dividend yield will be 3.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (106% cash payout ratio). The dividend has increased by an average of 52% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 19First quarter 2024 earnings released: EPS: US$2.52 (vs US$2.58 in 1Q 2023)First quarter 2024 results: EPS: US$2.52 (down from US$2.58 in 1Q 2023). Revenue: US$20.1m (down 2.0% from 1Q 2023). Net income: US$8.82m (down 1.4% from 1Q 2023). Profit margin: 44% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 17Winmark Corporation Announces Increase in Regular Quarterly Cash Dividend, Payable on June 3, 2024Winmark Corporation announced that its Board of Directors has approved an increase in its regular quarterly cash dividend to shareholders. The quarterly dividend of $0.90 per share represents an increase of $0.10 from its previous dividend rate. The cash dividend will be paid June 3, 2024 to shareholders of record on the close of business on May 15, 2024.お知らせ • Mar 07Winmark Corporation, Annual General Meeting, Apr 24, 2024Winmark Corporation, Annual General Meeting, Apr 24, 2024, at 15:00 Central Daylight. Location: corporate offices, 605 Highway 169 N, Suite 100, Minneapolis, Minnesota 55441 Minnesota United States Agenda: To set the number of members of the Board of Directors at seven; to elect seven directors to serve for a term of one year; to approve an amendment to the 2020 Stock Option Plan to increase the shares available by 100,000 shares; to consider an advisory vote to approve executive compensation; to ratify the appointment of Grant Thornton LLP as our independent registered public accounting firm for the 2024 fiscal year; and to discuss other matters.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$11.55 (vs US$11.30 in FY 2022)Full year 2023 results: EPS: US$11.55 (up from US$11.30 in FY 2022). Revenue: US$83.2m (up 2.3% from FY 2022). Net income: US$40.2m (up 1.9% from FY 2022). Profit margin: 48% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Seeking Alpha • Feb 07Winmark: A Compounder At A Reasonable PriceSummary Winmark is a high-quality company with a franchise-based business model that generates high margins and sustainable growth. The used goods market is expected to grow significantly, providing opportunities for Winmark to continue expanding. Despite concerns about valuation multiples, there is potential for the stock to appreciate, with a fair price estimate of $460 and a 26% upside. Read the full article on Seeking AlphaUpcoming Dividend • Feb 06Upcoming dividend of US$0.80 per share at 3.4% yieldEligible shareholders must have bought the stock before 13 February 2024. Payment date: 01 March 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.9%).Declared Dividend • Feb 03Third quarter dividend of US$0.80 announcedShareholders will receive a dividend of US$0.80. Ex-date: 13th February 2024 Payment date: 1st March 2024 Dividend yield will be 3.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 51% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jan 31Winmark Corporation Announces Quarterly Cash Dividend, Payable on March 1, 2024Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.80 per share will be paid March 1, 2024 to shareholders of record on the close of business on February 14, 2024.お知らせ • Jan 17Mark L. Wilson Announces Not to Stand for Re-Election to the Board of Winmark CorporationWinmark Corporation announced that Mark L. Wilson has informed the company of his decision not to stand for re-election to the Winmark Board of Directors at its next Annual Meeting of Shareholders in April 2024. Mr. Wilson was elected to Winmark’s Board of Directors in 2000, currently serves as Chairman of the Compensation Committee and had previously served as a member of both theAudit and Nominating Committees.分析記事 • Dec 18The Price Is Right For Winmark Corporation (NASDAQ:WINA)When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...Recent Insider Transactions • Nov 23Independent Director recently sold US$437k worth of stockOn the 22nd of November, Mark Wilson sold around 1k shares on-market at roughly US$437 per share. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$641k. Insiders have been net sellers, collectively disposing of US$9.2m more than they bought in the last 12 months.Upcoming Dividend • Nov 07Upcoming dividend of US$10.20 per share at 2.9% yieldEligible shareholders must have bought the stock before 14 November 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (5.1%). Higher than average of industry peers (2.1%).Recent Insider Transactions • Oct 25Executive VP recently sold US$641k worth of stockOn the 23rd of October, Anthony Ishaug sold around 2k shares on-market at roughly US$413 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Anthony's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Oct 20Executive VP & Chief Operating Officer exercised options and sold US$223k worth of stockOn the 19th of October, Renae Gaudette exercised 1.17k options at around US$66.29, then sold 665 of the shares acquired at an average of US$401 per share and kept the remainder. Since December 2022, Renae's direct individual holding has increased from 11.98k shares to 13.06k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Oct 19Third quarter 2023 earnings released: EPS: US$3.20 (vs US$3.02 in 3Q 2022)Third quarter 2023 results: EPS: US$3.20 (up from US$3.02 in 3Q 2022). Revenue: US$22.3m (up 5.4% from 3Q 2022). Net income: US$11.1m (up 7.5% from 3Q 2022). Profit margin: 50% (up from 49% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 19+ 1 more updateWinmark Corporation Approves Quarterly Cash Dividend, Will Be Paid December 1, 2023Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.80 per share will be paid December 1, 2023 to shareholders of record on the close of business on November 15, 2023.Upcoming Dividend • Aug 08Upcoming dividend of US$0.80 per share at 0.9% yieldEligible shareholders must have bought the stock before 15 August 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (2.1%).お知らせ • Jul 22Winmark Corporation Announces Quarterly Cash Dividend, Payable on September 1, 2023Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.80 per share will be paid on September 1, 2023 to shareholders of record on the close of business on August 16, 2023. Future dividends will be subject to Board approval.Reported Earnings • Jul 20Second quarter 2023 earnings released: EPS: US$2.98 (vs US$2.61 in 2Q 2022)Second quarter 2023 results: EPS: US$2.98 (up from US$2.61 in 2Q 2022). Revenue: US$20.4m (up 6.8% from 2Q 2022). Net income: US$10.4m (up 15% from 2Q 2022). Profit margin: 51% (up from 47% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Jun 12Independent Director recently sold US$1.1m worth of stockOn the 7th of June, Mark Wilson sold around 3k shares on-market at roughly US$360 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.1m. Insiders have been net sellers, collectively disposing of US$9.4m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Jun 11Independent Director notifies of intention to sell stockMark Wilson intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of June. If the sale is conducted around the recent share price of US$360, it would amount to US$1.1m. Since December 2022, Mark has owned 21.02k shares directly. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • May 10Independent Director recently sold US$942k worth of stockOn the 8th of May, Jenele Grassle sold around 3k shares on-market at roughly US$314 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.1m. Insiders have been net sellers, collectively disposing of US$8.4m more than they bought in the last 12 months.Upcoming Dividend • May 09Upcoming dividend of US$0.80 per share at 1.9% yieldEligible shareholders must have bought the stock before 16 May 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (5.1%). Lower than average of industry peers (2.3%).Recent Insider Transactions Derivative • Apr 23Independent Director exercised options and sold US$432k worth of stockOn the 21st of April, Mark Wilson exercised 2k options at a strike price of around US$134 and sold these shares for an average price of US$308 per share. This trade did not impact their existing holding. Since June 2022, Mark has owned 21.02k shares directly. Company insiders have collectively sold US$8.0m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Apr 21First quarter 2023 earnings released: EPS: US$2.58 (vs US$2.74 in 1Q 2022)First quarter 2023 results: EPS: US$2.58 (down from US$2.74 in 1Q 2022). Revenue: US$20.5m (up 2.4% from 1Q 2022). Net income: US$8.94m (down 9.2% from 1Q 2022). Profit margin: 44% (down from 49% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Mar 22Independent Director recently sold US$427k worth of stockOn the 16th of March, Paul Reyelts sold around 1k shares on-market at roughly US$295 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$510k. Insiders have been net sellers, collectively disposing of US$2.2m more than they bought in the last 12 months.Recent Insider Transactions • Mar 17Independent Director recently sold US$510k worth of stockOn the 9th of March, Paul Reyelts sold around 2k shares on-market at roughly US$295 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.8m more than they bought in the last 12 months.Reported Earnings • Mar 02Full year 2022 earnings released: EPS: US$11.30 (vs US$10.87 in FY 2021)Full year 2022 results: EPS: US$11.30. Revenue: US$81.4m (up 4.1% from FY 2021). Net income: US$39.4m (down 1.2% from FY 2021). Profit margin: 48% (down from 51% in FY 2021). The decrease in margin was driven by higher expenses.Upcoming Dividend • Jan 31Upcoming dividend of US$0.70 per share at 2.2% yieldEligible shareholders must have bought the stock before 07 February 2023. Payment date: 01 March 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of American dividend payers (4.3%). In line with average of industry peers (2.0%).お知らせ • Jan 26Winmark Corporation Announces Quarterly Cash Dividend, Payable on March 1, 2023Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.70 per share will be paid March 1, 2023 to shareholders of record on the close of business on February 8, 2023. Future dividends will be subject to Board approval.分析記事 • Nov 18Should You Be Adding Winmark (NASDAQ:WINA) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Nov 17Winmark Corporation Appoints Amy C. Becker to its Board of DirectorsWinmark Corporation announced that it has named Amy C. Becker to its Board of Directors. Currently, Ms. Becker is Chief Legal Officer and Corporate Secretary at Donaldson Company Inc.Recent Insider Transactions Derivative • Nov 05Chairman & CEO exercised options and sold US$1.3m worth of stockOn the 1st of November, Brett Heffes exercised 10.40k options at around US$90.99, then sold 8k of the shares acquired at an average of US$250 per share and kept the remainder. For the year to December 2015, Brett's total compensation was 33% salary and 67% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2021, Brett has owned 107.60k shares directly. Company insiders have collectively sold US$3.2m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Nov 01Upcoming dividend of US$3.70 per shareEligible shareholders must have bought the stock before 08 November 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (2.3%).Recent Insider Transactions • Oct 21Executive VP recently sold US$811k worth of stockOn the 19th of October, Anthony Ishaug sold around 3k shares on-market at roughly US$232 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Anthony's only on-market trade for the last 12 months.Buying Opportunity • Oct 19Now 20% undervaluedOver the last 90 days, the stock is up 9.0%. The fair value is estimated to be US$289, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 14%.Seeking Alpha • Oct 19Winmark GAAP EPS of $2.93, revenue of $21.16MWinmark press release (NASDAQ:WINA): Q3 GAAP EPS of $2.93. Revenue of $21.16M (+5.0% Y/Y). At September 24, 2022, there were 1,291 franchises in operation and over 2,800 available territories. An additional 54 franchises have been awarded but are not open.Reported Earnings • Oct 13Third quarter 2022 earnings released: EPS: US$3.02 (vs US$2.77 in 3Q 2021)Third quarter 2022 results: EPS: US$3.02 (up from US$2.77 in 3Q 2021). Revenue: US$21.2m (up 5.0% from 3Q 2021). Net income: US$10.4m (up 2.8% from 3Q 2021). Profit margin: 49% (down from 50% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 13+ 1 more updateWinmark Corporation Approves the Payment of Special Dividend to Shareholders, Payable on December 1, 2022Winmark Corporation announced that its the Board of Directors has approved the payment of a special dividend to shareholders. The special dividend of $3.00 per share will be paid on December 1, 2022 to shareholders of record on the close of business on November 9, 2022. The total amount of the special dividend payment will be approximately $10.3 million based on the current number of shares outstanding. It is anticipated that Winmark will use cash on hand to finance the special dividend. Future dividends will be subject to Board approval.Seeking Alpha • Oct 12Winmark declares $0.70 dividend and $3.00 special dividendWinmark (NASDAQ:WINA) declares $0.70/share quarterly dividend, in line with previous. Special dividend of $3.00 per share. Forward yield 1.25% Payable Dec. 1; for shareholders of record Nov. 9; ex-div Nov. 8. See WINA Dividend Scorecard, Yield Chart, & Dividend Growth.Buying Opportunity • Sep 21Now 21% undervaluedOver the last 90 days, the stock is up 9.6%. The fair value is estimated to be US$273, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 13%.Recent Insider Transactions Derivative • Aug 31Executive VP exercised options to buy US$168k worth of stock.On the 30th of August, Anthony Ishaug exercised options to buy 816 shares at a strike price of around US$123, costing a total of US$100k. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. Since December 2021, Anthony has owned 39.41k shares directly. Company insiders have collectively sold US$3.8m more than they bought, via options and on-market transactions in the last 12 months.Buying Opportunity • Aug 29Now 21% undervaluedOver the last 90 days, the stock is up 6.2%. The fair value is estimated to be US$266, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 13%.分析記事 • Aug 27Estimating The Fair Value Of Winmark Corporation (NASDAQ:WINA)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Winmark Corporation...Recent Insider Transactions • Aug 20Independent Director recently sold US$470k worth of stockOn the 18th of August, Jenele Grassle sold around 2k shares on-market at roughly US$235 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.1m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Aug 12Independent Director exercised options to buy US$467k worth of stock.On the 11th of August, Jenele Grassle exercised options to buy 2k shares at a strike price of around US$57.75, costing a total of US$115k. This transaction amounted to 80% of their direct individual holding at the time of the trade. Since December 2021, Jenele has owned 2.50k shares directly. Company insiders have collectively sold US$3.4m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Aug 06Winmark Corporation, Annual General Meeting, Apr 26, 2023Winmark Corporation, Annual General Meeting, Apr 26, 2023.お知らせ • Aug 04Winmark Corporation Announces Management ChangesWinmark Corporation announced that Paul C. Reyelts has informed the company of his decision not to stand for re-election to the Winmark Board of Directors at its next Annual Meeting of Shareholders in April 2023. Mr. Reyelts was elected to Winmark's Board of Directors in 2000, has served as its independent Lead Director since 2003,currently serves as Chairman of the Audit Committee and had previously served as a member of both the Compensation and Nominating Committees. The Company announced that the Board of Directors has named director Percy C. (Tom) Tomlinson as its independent Lead Director, effective immediately. Mr. Tomlinson currently serves as a member of the Audit Committee, and has over 30 years of executive, financial management and governance experience, having served as both the Chief Executive Officer and Chief Financial Officer for publicly-traded companies during his career.Upcoming Dividend • Aug 02Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 09 August 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of American dividend payers (4.1%). Higher than average of industry peers (2.2%).分析記事 • Aug 02With EPS Growth And More, Winmark (NASDAQ:WINA) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Jul 14Second quarter 2022 earnings released: EPS: US$2.61 (vs US$2.42 in 2Q 2021)Second quarter 2022 results: EPS: US$2.61 (up from US$2.42 in 2Q 2021). Revenue: US$19.1m (flat on 2Q 2021). Net income: US$9.03m (up 1.0% from 2Q 2021). Profit margin: 47% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 14Winmark Corporation Announces Quarterly Cash Dividend, Payable on September 1, 2022Winmark Corporation approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.70 per share will be paid September 1, 2022 to shareholders of record on the close of business on August 10, 2022.Seeking Alpha • Jul 13Winmark declares $0.70 dividendWinmark (NASDAQ:WINA) declares $0.70/share quarterly dividend, in line with previous. Forward yield 1.41% Payable Sept. 1; for shareholders of record Aug. 10; ex-div Aug. 9. See WINA Dividend Scorecard, Yield Chart, & Dividend Growth.Seeking Alpha • May 28Winmark Corporation: The Picture Has ChangedWinmark Corporation has followed the market lower, despite its fundamental picture improving. Moving forward, I suspect the company will continue to grow and create value for its investors, and shares are now looking more attractive. I have now revised my rating for the firm from 'hold' to 'buy'.Buying Opportunity • May 10Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.5%. The fair value is estimated to be US$261, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 11%.分析記事 • May 04Winmark (NASDAQ:WINA) Has Announced That It Will Be Increasing Its Dividend To US$0.70Winmark Corporation ( NASDAQ:WINA ) has announced that it will be increasing its dividend on the 1st of June to...Upcoming Dividend • May 03Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 10 May 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of American dividend payers (3.9%). Higher than average of industry peers (2.1%).分析記事 • Apr 18Winmark (NASDAQ:WINA) Is Increasing Its Dividend To US$0.70The board of Winmark Corporation ( NASDAQ:WINA ) has announced that it will be increasing its dividend by 56% on the...Reported Earnings • Apr 14First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: US$2.74 (up from US$2.49 in 1Q 2021). Revenue: US$20.0m (up 7.5% from 1Q 2021). Net income: US$9.85m (up 5.8% from 1Q 2021). Profit margin: 49% (in line with 1Q 2021). Revenue exceeded analyst estimates by 36%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.お知らせ • Apr 14Winmark Corporation Announces Quarterly Cash Dividend, Payable on June 1, 2022Winmark Corporation announced that its Board of Directors has approved an increase in its regular quarterly cash dividend to shareholders. The quarterly dividend of $0.70 per share represents an increase of $0.25 from its previous dividend rate. The cash dividend will be paid June 1, 2022 to shareholders of record on the close of business on May 11, 2022.分析記事 • Apr 06A Look At The Intrinsic Value Of Winmark Corporation (NASDAQ:WINA)How far off is Winmark Corporation ( NASDAQ:WINA ) from its intrinsic value? Using the most recent financial data...Recent Insider Transactions Derivative • Mar 21Vice President of Human Resources exercised options and sold US$125k worth of stockOn the 14th of March, Leah Goff-Rosenberg exercised 2.05k options at around US$134, then sold 2k of the shares acquired at an average of US$202 per share and kept the remainder. Since June 2021, Leah's direct individual holding has increased from 10.28k shares to 11.10k. Company insiders have collectively sold US$3.8m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Feb 27Is Now The Time To Put Winmark (NASDAQ:WINA) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Feb 25Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: US$10.87 (up from US$8.02 in FY 2020). Revenue: US$78.2m (up 18% from FY 2020). Net income: US$39.9m (up 34% from FY 2020). Profit margin: 51% (up from 45% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 36%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.Upcoming Dividend • Feb 01Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 08 February 2022. Payment date: 01 March 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of American dividend payers (3.6%). Higher than average of industry peers (1.8%).収支内訳Winmark の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGM:WINA 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費28 Mar 26854129027 Dec 25864228027 Sep 25854127028 Jun 25834126029 Mar 25834126028 Dec 24814025028 Sep 24824025029 Jun 24834026030 Mar 24834025030 Dec 23834025030 Sep 23844125001 Jul 23834025001 Apr 23823924031 Dec 22813923024 Sep 22814123025 Jun 22804122026 Mar 22804023025 Dec 21784022025 Sep 21753621026 Jun 21733621027 Mar 21663220026 Dec 20663021026 Sep 20673022027 Jun 20693023028 Mar 20743225028 Dec 19733226028 Sep 19723126029 Jun 19723126030 Mar 19733026029 Dec 18733026029 Sep 18733026030 Jun 18722826031 Mar 18702625030 Dec 17702525030 Sep 17692325001 Jul 17682324001 Apr 17682324031 Dec 16672224024 Sep 16662224025 Jun 16652124026 Mar 16652024026 Dec 15692224026 Sep 15692224027 Jun 156922240質の高い収益: WINAは 高品質の収益 を持っています。利益率の向上: WINAの現在の純利益率 (48.2%)は、昨年(49.4%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: WINAの収益は過去 5 年間で年間2.6%増加しました。成長の加速: WINAは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: WINAは過去 1 年間で収益成長率がマイナス ( -0.3% ) となったため、 Specialty Retail業界平均 ( -1.2% ) と比較することが困難です。株主資本利益率高いROE: WINAの負債は資産を上回っているため、自己資本利益率を計算することは困難です。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YRetail 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 23:09終値2026/05/11 00:00収益2026/03/28年間収益2025/12/27データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Winmark Corporation 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Thomas ForteMaxim Group
Reported Earnings • Apr 19First quarter 2024 earnings released: EPS: US$2.52 (vs US$2.58 in 1Q 2023)First quarter 2024 results: EPS: US$2.52 (down from US$2.58 in 1Q 2023). Revenue: US$20.1m (down 2.0% from 1Q 2023). Net income: US$8.82m (down 1.4% from 1Q 2023). Profit margin: 44% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$11.55 (vs US$11.30 in FY 2022)Full year 2023 results: EPS: US$11.55 (up from US$11.30 in FY 2022). Revenue: US$83.2m (up 2.3% from FY 2022). Net income: US$40.2m (up 1.9% from FY 2022). Profit margin: 48% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 19Third quarter 2023 earnings released: EPS: US$3.20 (vs US$3.02 in 3Q 2022)Third quarter 2023 results: EPS: US$3.20 (up from US$3.02 in 3Q 2022). Revenue: US$22.3m (up 5.4% from 3Q 2022). Net income: US$11.1m (up 7.5% from 3Q 2022). Profit margin: 50% (up from 49% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 20Second quarter 2023 earnings released: EPS: US$2.98 (vs US$2.61 in 2Q 2022)Second quarter 2023 results: EPS: US$2.98 (up from US$2.61 in 2Q 2022). Revenue: US$20.4m (up 6.8% from 2Q 2022). Net income: US$10.4m (up 15% from 2Q 2022). Profit margin: 51% (up from 47% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 21First quarter 2023 earnings released: EPS: US$2.58 (vs US$2.74 in 1Q 2022)First quarter 2023 results: EPS: US$2.58 (down from US$2.74 in 1Q 2022). Revenue: US$20.5m (up 2.4% from 1Q 2022). Net income: US$8.94m (down 9.2% from 1Q 2022). Profit margin: 44% (down from 49% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: US$11.30 (vs US$10.87 in FY 2021)Full year 2022 results: EPS: US$11.30. Revenue: US$81.4m (up 4.1% from FY 2021). Net income: US$39.4m (down 1.2% from FY 2021). Profit margin: 48% (down from 51% in FY 2021). The decrease in margin was driven by higher expenses.
お知らせ • May 08Winmark Corporation Announces Board and Committee ChangesWinmark Corporation announced that Lawrence A. Barbetta has informed the company of his decision not to stand for re-election to the Winmark Board of Directors at its next Annual Meeting of Shareholders in April 2027, in accordance with the Company’s independent director term limits. Mr. Barbetta was elected to Winmark’s Board of Directors in 2012 and currently serves as a member of the Audit Committee. Additionally, the Company announced that it has appointed Stephanie S. Hoppe to its Board of Directors and to the Compensation and Nominating Committees. Ms. Hoppe brings more than 20 years of senior marketing and brand leadership experience across consumer, franchise, and multi-unit retail businesses, with deep expertise in omnichannel strategy, digital marketing, brand positioning, and consumer insights. She currently serves as Vice President of Omnichannel Marketing at Casey’s General Stores Inc. Prior to joining Casey’s, Ms. Hoppe held senior marketing roles with major multi-unit retailers and franchisors, including Cicis Pizza and 7-Eleven.
Seeking Alpha • May 07Winmark's Plunge Doesn't Mean It's Time To BuySummary Winmark Corporation remains a "Sell" due to persistent overvaluation despite recent share price declines. WINA's core franchise model delivers high margins, but recent revenue and profit contraction highlight slow underlying growth. Excluding volatile leasing income, 2026 projections show sluggish expansion, making WINA's premium multiples unjustifiable. Compared to specialty retailers, WINA is still the most expensive by key valuation metrics without rapid growth to support it. Read the full article on Seeking Alpha
お知らせ • Apr 16Winmark Corporation Declares Quarterly Cash Dividend, Payable on June 1, 2026Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $1.02 per share will be paid on June 1, 2026 to shareholders of record on the close of business on May 13, 2026. Future dividends will be subject to Board approval.
お知らせ • Mar 05Winmark Corporation, Annual General Meeting, Apr 22, 2026Winmark Corporation, Annual General Meeting, Apr 22, 2026. Location: 605 highway 169 n suite 100, minneapolis, minnesota, 55441, minneapolis United States
お知らせ • Jan 28Winmark Corporation Announces Quarterly Cash Dividend, Payable on March 2, 2026Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.96 per share will be paid March 2, 2026 to shareholders of record on the close of business on February 11, 2026. Future dividends will be subject to Board approval.
お知らせ • Oct 15+ 1 more updateWinmark Corporation Declares Special Dividend, Payable on December 1, 2025Winmark Corporation announced the Board of Directors has approved the payment of a special dividend to shareholders. The special dividend of $10.00 per share will be paid on December 1, 2025 to shareholders of record on the close of business on November 12, 2025. The total amount of the special dividend will be approximately $35.6 million based on the current number of shares outstanding. It is anticipated that Winmark will use cash on hand to finance the special dividend. Future dividends will be subject to Board approval.
お知らせ • Sep 23Lisa Hake to Join as Chief Marketing Officer of Winmark Corporation, Effective October 1, 2025Winmark Corporation announced that Lisa Hake will be joining the company as its Chief Marketing Officer, effective October 1, 2025. Ms. Hake brings more than 25 years of experience including brand management, marketing innovation, franchisee ad fund management, partnership activations, and consumer engagement to this newly created role. She most recently served as Vice President of Marketing & Communications at Great Clips, North America’s larger franchised salon brand with over 4,400 locations, where she led transformative brand initiatives and drove significant growth. Prior to joining Great Clips, Hake held senior roles at Best Buy, including Senior Marketing Director for Geek Squad, along with marketing roles at 3M and The Pillsbury Company.
分析記事 • Sep 11Earnings Not Telling The Story For Winmark Corporation (NASDAQ:WINA) After Shares Rise 27%Winmark Corporation ( NASDAQ:WINA ) shares have had a really impressive month, gaining 27% after a shaky period...
お知らせ • Aug 08Winmark Corporation Announces Board and Committee ChangesWinmark Corporation announced that Jenele C. Grassle has informed the company of her decision not to stand for re-election to the Winmark Board of Directors at its next Annual Meeting of Shareholders in April 2026. Ms. Grassle was elected to Winmark’s Board of Directors in 2001 and currently serves as a member of both the Compensation and Nominating Committees. Additionally, the Company announced that it has named Keith Credendino to its Board of Directors and Audit Committee. Mr. Credendino has over 25 years of successful executive and technology leadership experience. Currently, Mr. Credendino is Chief Information and Technology Officer at Macy’s Inc., a trusted source for quality brands through their iconic nameplates – Macy’s, Bloomingdale’s and Bluemercury. Prior to joining Macy’s, Mr. Credendino was Senior Vice President of Digital Technology & Enterprise Data at Inspire Brands, a multi-brand global restaurant company, and previously served as a technology executive at several enterprise organizations, including The Home Depot, InterContinental Hotels Group (IHG), and Cox Enterprises.
お知らせ • Jul 15Winmark Corporation Approves Quarterly Cash Dividend, Payable on September 2, 2025Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.96 per share will be paid September 2, 2025 to shareholders of record on the close of business on August 13, 2025. Future dividends will be subject to Board approval.
分析記事 • May 15There's Reason For Concern Over Winmark Corporation's (NASDAQ:WINA) Massive 27% Price JumpWinmark Corporation ( NASDAQ:WINA ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Apr 22Winmark (NASDAQ:WINA) Has Announced That It Will Be Increasing Its Dividend To $0.96Winmark Corporation ( NASDAQ:WINA ) will increase its dividend on the 2nd of June to $0.96, which is 6.7% higher than...
Seeking Alpha • Mar 30Winmark: Differentiated Business Model Within RetailSummary Winmark Corporation's resale store franchise model boasts high margins, low capital intensity, and counter-cyclical traits, making it a resilient and attractive business in the retail sector. Winmark has experienced, mission-driven management and an excellent capital allocation strategy. Over time, organic growth, margin expansion, and accretive share repurchases should create shareholder value. If the stock is too expensive to buy back, you get special dividends. Current valuation suggests a hold, with my buy price closer to $250 to ensure a reasonable margin of safety. Read the full article on Seeking Alpha
分析記事 • Mar 20Calculating The Fair Value Of Winmark Corporation (NASDAQ:WINA)Key Insights Winmark's estimated fair value is US$305 based on 2 Stage Free Cash Flow to Equity With US$324 share...
お知らせ • Mar 07Winmark Corporation, Annual General Meeting, Apr 23, 2025Winmark Corporation, Annual General Meeting, Apr 23, 2025. Location: at our corporate offices, 605 highway 169 n, suite 100, minnesota 55441, minneapolis, United States
Seeking Alpha • Feb 09Winmark: Shares Aren't Even Close To Being A BargainSummary Winmark Corporation's stock is rated a 'sell' due to its high valuation despite minimal growth and mixed financial performance. Revenue declined to $21.5 million in Q3 2024, with 90.7% from royalties, while profitability remained flat at $11.1 million. Despite a 97% franchise renewal rate and store growth, revenue impact is minimal, making current trading multiples unjustifiable. The company's high valuation multiples are more suited for fast-growing tech firms, not a slow-growth franchised retailer like Winmark. Read the full article on Seeking Alpha
お知らせ • Jan 29Winmark Corporation Announces Quarterly Cash Dividend, Payable on March 3, 2025Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.90 per share will be paid March 3, 2025 to shareholders of record on the close of business on February 12, 2025. Future dividends will be subject to Board approval.
分析記事 • Dec 09Estimating The Fair Value Of Winmark Corporation (NASDAQ:WINA)Key Insights Winmark's estimated fair value is US$368 based on 2 Stage Free Cash Flow to Equity Current share price of...
お知らせ • Oct 16+ 1 more updateWinmark Corporation Announces Quarterly Cash Dividend, Payable on December 2, 2024Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.90 per share will be paid on December 2, 2024 to shareholders of record on the close of business on November 13, 2024.
分析記事 • Sep 30Winmark Corporation's (NASDAQ:WINA) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Seeking Alpha • Sep 17Winmark Corporation: Still Overvalued, And Still Expected To Decline In PriceSummary Winmark Corporation's shares are very expensive, both on an absolute basis and relative to similar specialty retailers, justifying a 'sell' rating. Despite modest growth in store count and royalty revenue, overall revenue and profitability metrics have largely stagnated or declined. The company's balance sheet is stable, but this does not offset the high valuation of its stock. A significant drop in share price, at least 50%, is needed to consider an upgrade from the current 'sell' rating. Read the full article on Seeking Alpha
分析記事 • Aug 29Calculating The Intrinsic Value Of Winmark Corporation (NASDAQ:WINA)Key Insights Using the 2 Stage Free Cash Flow to Equity, Winmark fair value estimate is US$361 With US$357 share price...
お知らせ • Jul 17Winmark Corporation Announces Quarterly Cash Dividend, Payable on September 3, 2024Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.90 per share will be paid on September 3, 2024 to shareholders of record on the close of business on August 14, 2024. Future dividends will be subject to Board approval.
分析記事 • Jun 08Winmark Corporation's (NASDAQ:WINA) Business Is Trailing The Market But Its Shares Aren'tWith a price-to-earnings (or "P/E") ratio of 29.1x Winmark Corporation ( NASDAQ:WINA ) may be sending very bearish...
Seeking Alpha • May 10Winmark: Shares Have Gotten Too PriceySummary Winmark Corporation franchises out multiple retail concepts, including Plato's Closet, but the stock is currently very expensive. The company has achieved steady growth in recent years, but its fundamental growth has been slow. The stock is trading at high multiples and is too expensive to consider buying at this point in time. Read the full article on Seeking Alpha
Upcoming Dividend • May 07Upcoming dividend of US$0.90 per shareEligible shareholders must have bought the stock before 14 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.9%).
分析記事 • Apr 29Winmark (NASDAQ:WINA) Is Paying Out A Larger Dividend Than Last YearWinmark Corporation ( NASDAQ:WINA ) will increase its dividend from last year's comparable payment on the 3rd of June...
Recent Insider Transactions Derivative • Apr 22Chairman & CEO notifies of intention to sell stockBrett Heffes intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of April. If the sale is conducted around the recent share price of US$369, it would amount to US$3.1m. For the year to December 2017, Brett's total compensation was 40% salary and 60% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2023, Brett's direct individual holding has increased from 110.00k shares to 110.29k. Company insiders have collectively sold US$5.2m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Apr 20First quarter dividend of US$0.90 announcedShareholders will receive a dividend of US$0.90. Ex-date: 14th May 2024 Payment date: 3rd June 2024 Dividend yield will be 3.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (106% cash payout ratio). The dividend has increased by an average of 52% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 19First quarter 2024 earnings released: EPS: US$2.52 (vs US$2.58 in 1Q 2023)First quarter 2024 results: EPS: US$2.52 (down from US$2.58 in 1Q 2023). Revenue: US$20.1m (down 2.0% from 1Q 2023). Net income: US$8.82m (down 1.4% from 1Q 2023). Profit margin: 44% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 17Winmark Corporation Announces Increase in Regular Quarterly Cash Dividend, Payable on June 3, 2024Winmark Corporation announced that its Board of Directors has approved an increase in its regular quarterly cash dividend to shareholders. The quarterly dividend of $0.90 per share represents an increase of $0.10 from its previous dividend rate. The cash dividend will be paid June 3, 2024 to shareholders of record on the close of business on May 15, 2024.
お知らせ • Mar 07Winmark Corporation, Annual General Meeting, Apr 24, 2024Winmark Corporation, Annual General Meeting, Apr 24, 2024, at 15:00 Central Daylight. Location: corporate offices, 605 Highway 169 N, Suite 100, Minneapolis, Minnesota 55441 Minnesota United States Agenda: To set the number of members of the Board of Directors at seven; to elect seven directors to serve for a term of one year; to approve an amendment to the 2020 Stock Option Plan to increase the shares available by 100,000 shares; to consider an advisory vote to approve executive compensation; to ratify the appointment of Grant Thornton LLP as our independent registered public accounting firm for the 2024 fiscal year; and to discuss other matters.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$11.55 (vs US$11.30 in FY 2022)Full year 2023 results: EPS: US$11.55 (up from US$11.30 in FY 2022). Revenue: US$83.2m (up 2.3% from FY 2022). Net income: US$40.2m (up 1.9% from FY 2022). Profit margin: 48% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Seeking Alpha • Feb 07Winmark: A Compounder At A Reasonable PriceSummary Winmark is a high-quality company with a franchise-based business model that generates high margins and sustainable growth. The used goods market is expected to grow significantly, providing opportunities for Winmark to continue expanding. Despite concerns about valuation multiples, there is potential for the stock to appreciate, with a fair price estimate of $460 and a 26% upside. Read the full article on Seeking Alpha
Upcoming Dividend • Feb 06Upcoming dividend of US$0.80 per share at 3.4% yieldEligible shareholders must have bought the stock before 13 February 2024. Payment date: 01 March 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.9%).
Declared Dividend • Feb 03Third quarter dividend of US$0.80 announcedShareholders will receive a dividend of US$0.80. Ex-date: 13th February 2024 Payment date: 1st March 2024 Dividend yield will be 3.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 51% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 31Winmark Corporation Announces Quarterly Cash Dividend, Payable on March 1, 2024Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.80 per share will be paid March 1, 2024 to shareholders of record on the close of business on February 14, 2024.
お知らせ • Jan 17Mark L. Wilson Announces Not to Stand for Re-Election to the Board of Winmark CorporationWinmark Corporation announced that Mark L. Wilson has informed the company of his decision not to stand for re-election to the Winmark Board of Directors at its next Annual Meeting of Shareholders in April 2024. Mr. Wilson was elected to Winmark’s Board of Directors in 2000, currently serves as Chairman of the Compensation Committee and had previously served as a member of both theAudit and Nominating Committees.
分析記事 • Dec 18The Price Is Right For Winmark Corporation (NASDAQ:WINA)When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
Recent Insider Transactions • Nov 23Independent Director recently sold US$437k worth of stockOn the 22nd of November, Mark Wilson sold around 1k shares on-market at roughly US$437 per share. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$641k. Insiders have been net sellers, collectively disposing of US$9.2m more than they bought in the last 12 months.
Upcoming Dividend • Nov 07Upcoming dividend of US$10.20 per share at 2.9% yieldEligible shareholders must have bought the stock before 14 November 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (5.1%). Higher than average of industry peers (2.1%).
Recent Insider Transactions • Oct 25Executive VP recently sold US$641k worth of stockOn the 23rd of October, Anthony Ishaug sold around 2k shares on-market at roughly US$413 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Anthony's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Oct 20Executive VP & Chief Operating Officer exercised options and sold US$223k worth of stockOn the 19th of October, Renae Gaudette exercised 1.17k options at around US$66.29, then sold 665 of the shares acquired at an average of US$401 per share and kept the remainder. Since December 2022, Renae's direct individual holding has increased from 11.98k shares to 13.06k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Oct 19Third quarter 2023 earnings released: EPS: US$3.20 (vs US$3.02 in 3Q 2022)Third quarter 2023 results: EPS: US$3.20 (up from US$3.02 in 3Q 2022). Revenue: US$22.3m (up 5.4% from 3Q 2022). Net income: US$11.1m (up 7.5% from 3Q 2022). Profit margin: 50% (up from 49% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 19+ 1 more updateWinmark Corporation Approves Quarterly Cash Dividend, Will Be Paid December 1, 2023Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.80 per share will be paid December 1, 2023 to shareholders of record on the close of business on November 15, 2023.
Upcoming Dividend • Aug 08Upcoming dividend of US$0.80 per share at 0.9% yieldEligible shareholders must have bought the stock before 15 August 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (2.1%).
お知らせ • Jul 22Winmark Corporation Announces Quarterly Cash Dividend, Payable on September 1, 2023Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.80 per share will be paid on September 1, 2023 to shareholders of record on the close of business on August 16, 2023. Future dividends will be subject to Board approval.
Reported Earnings • Jul 20Second quarter 2023 earnings released: EPS: US$2.98 (vs US$2.61 in 2Q 2022)Second quarter 2023 results: EPS: US$2.98 (up from US$2.61 in 2Q 2022). Revenue: US$20.4m (up 6.8% from 2Q 2022). Net income: US$10.4m (up 15% from 2Q 2022). Profit margin: 51% (up from 47% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jun 12Independent Director recently sold US$1.1m worth of stockOn the 7th of June, Mark Wilson sold around 3k shares on-market at roughly US$360 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.1m. Insiders have been net sellers, collectively disposing of US$9.4m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Jun 11Independent Director notifies of intention to sell stockMark Wilson intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of June. If the sale is conducted around the recent share price of US$360, it would amount to US$1.1m. Since December 2022, Mark has owned 21.02k shares directly. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • May 10Independent Director recently sold US$942k worth of stockOn the 8th of May, Jenele Grassle sold around 3k shares on-market at roughly US$314 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.1m. Insiders have been net sellers, collectively disposing of US$8.4m more than they bought in the last 12 months.
Upcoming Dividend • May 09Upcoming dividend of US$0.80 per share at 1.9% yieldEligible shareholders must have bought the stock before 16 May 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (5.1%). Lower than average of industry peers (2.3%).
Recent Insider Transactions Derivative • Apr 23Independent Director exercised options and sold US$432k worth of stockOn the 21st of April, Mark Wilson exercised 2k options at a strike price of around US$134 and sold these shares for an average price of US$308 per share. This trade did not impact their existing holding. Since June 2022, Mark has owned 21.02k shares directly. Company insiders have collectively sold US$8.0m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Apr 21First quarter 2023 earnings released: EPS: US$2.58 (vs US$2.74 in 1Q 2022)First quarter 2023 results: EPS: US$2.58 (down from US$2.74 in 1Q 2022). Revenue: US$20.5m (up 2.4% from 1Q 2022). Net income: US$8.94m (down 9.2% from 1Q 2022). Profit margin: 44% (down from 49% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Mar 22Independent Director recently sold US$427k worth of stockOn the 16th of March, Paul Reyelts sold around 1k shares on-market at roughly US$295 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$510k. Insiders have been net sellers, collectively disposing of US$2.2m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 17Independent Director recently sold US$510k worth of stockOn the 9th of March, Paul Reyelts sold around 2k shares on-market at roughly US$295 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.8m more than they bought in the last 12 months.
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: US$11.30 (vs US$10.87 in FY 2021)Full year 2022 results: EPS: US$11.30. Revenue: US$81.4m (up 4.1% from FY 2021). Net income: US$39.4m (down 1.2% from FY 2021). Profit margin: 48% (down from 51% in FY 2021). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Jan 31Upcoming dividend of US$0.70 per share at 2.2% yieldEligible shareholders must have bought the stock before 07 February 2023. Payment date: 01 March 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of American dividend payers (4.3%). In line with average of industry peers (2.0%).
お知らせ • Jan 26Winmark Corporation Announces Quarterly Cash Dividend, Payable on March 1, 2023Winmark Corporation announced that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.70 per share will be paid March 1, 2023 to shareholders of record on the close of business on February 8, 2023. Future dividends will be subject to Board approval.
分析記事 • Nov 18Should You Be Adding Winmark (NASDAQ:WINA) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Nov 17Winmark Corporation Appoints Amy C. Becker to its Board of DirectorsWinmark Corporation announced that it has named Amy C. Becker to its Board of Directors. Currently, Ms. Becker is Chief Legal Officer and Corporate Secretary at Donaldson Company Inc.
Recent Insider Transactions Derivative • Nov 05Chairman & CEO exercised options and sold US$1.3m worth of stockOn the 1st of November, Brett Heffes exercised 10.40k options at around US$90.99, then sold 8k of the shares acquired at an average of US$250 per share and kept the remainder. For the year to December 2015, Brett's total compensation was 33% salary and 67% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2021, Brett has owned 107.60k shares directly. Company insiders have collectively sold US$3.2m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Nov 01Upcoming dividend of US$3.70 per shareEligible shareholders must have bought the stock before 08 November 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (2.3%).
Recent Insider Transactions • Oct 21Executive VP recently sold US$811k worth of stockOn the 19th of October, Anthony Ishaug sold around 3k shares on-market at roughly US$232 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Anthony's only on-market trade for the last 12 months.
Buying Opportunity • Oct 19Now 20% undervaluedOver the last 90 days, the stock is up 9.0%. The fair value is estimated to be US$289, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 14%.
Seeking Alpha • Oct 19Winmark GAAP EPS of $2.93, revenue of $21.16MWinmark press release (NASDAQ:WINA): Q3 GAAP EPS of $2.93. Revenue of $21.16M (+5.0% Y/Y). At September 24, 2022, there were 1,291 franchises in operation and over 2,800 available territories. An additional 54 franchises have been awarded but are not open.
Reported Earnings • Oct 13Third quarter 2022 earnings released: EPS: US$3.02 (vs US$2.77 in 3Q 2021)Third quarter 2022 results: EPS: US$3.02 (up from US$2.77 in 3Q 2021). Revenue: US$21.2m (up 5.0% from 3Q 2021). Net income: US$10.4m (up 2.8% from 3Q 2021). Profit margin: 49% (down from 50% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 13+ 1 more updateWinmark Corporation Approves the Payment of Special Dividend to Shareholders, Payable on December 1, 2022Winmark Corporation announced that its the Board of Directors has approved the payment of a special dividend to shareholders. The special dividend of $3.00 per share will be paid on December 1, 2022 to shareholders of record on the close of business on November 9, 2022. The total amount of the special dividend payment will be approximately $10.3 million based on the current number of shares outstanding. It is anticipated that Winmark will use cash on hand to finance the special dividend. Future dividends will be subject to Board approval.
Seeking Alpha • Oct 12Winmark declares $0.70 dividend and $3.00 special dividendWinmark (NASDAQ:WINA) declares $0.70/share quarterly dividend, in line with previous. Special dividend of $3.00 per share. Forward yield 1.25% Payable Dec. 1; for shareholders of record Nov. 9; ex-div Nov. 8. See WINA Dividend Scorecard, Yield Chart, & Dividend Growth.
Buying Opportunity • Sep 21Now 21% undervaluedOver the last 90 days, the stock is up 9.6%. The fair value is estimated to be US$273, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 13%.
Recent Insider Transactions Derivative • Aug 31Executive VP exercised options to buy US$168k worth of stock.On the 30th of August, Anthony Ishaug exercised options to buy 816 shares at a strike price of around US$123, costing a total of US$100k. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. Since December 2021, Anthony has owned 39.41k shares directly. Company insiders have collectively sold US$3.8m more than they bought, via options and on-market transactions in the last 12 months.
Buying Opportunity • Aug 29Now 21% undervaluedOver the last 90 days, the stock is up 6.2%. The fair value is estimated to be US$266, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 13%.
分析記事 • Aug 27Estimating The Fair Value Of Winmark Corporation (NASDAQ:WINA)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Winmark Corporation...
Recent Insider Transactions • Aug 20Independent Director recently sold US$470k worth of stockOn the 18th of August, Jenele Grassle sold around 2k shares on-market at roughly US$235 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.1m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Aug 12Independent Director exercised options to buy US$467k worth of stock.On the 11th of August, Jenele Grassle exercised options to buy 2k shares at a strike price of around US$57.75, costing a total of US$115k. This transaction amounted to 80% of their direct individual holding at the time of the trade. Since December 2021, Jenele has owned 2.50k shares directly. Company insiders have collectively sold US$3.4m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Aug 06Winmark Corporation, Annual General Meeting, Apr 26, 2023Winmark Corporation, Annual General Meeting, Apr 26, 2023.
お知らせ • Aug 04Winmark Corporation Announces Management ChangesWinmark Corporation announced that Paul C. Reyelts has informed the company of his decision not to stand for re-election to the Winmark Board of Directors at its next Annual Meeting of Shareholders in April 2023. Mr. Reyelts was elected to Winmark's Board of Directors in 2000, has served as its independent Lead Director since 2003,currently serves as Chairman of the Audit Committee and had previously served as a member of both the Compensation and Nominating Committees. The Company announced that the Board of Directors has named director Percy C. (Tom) Tomlinson as its independent Lead Director, effective immediately. Mr. Tomlinson currently serves as a member of the Audit Committee, and has over 30 years of executive, financial management and governance experience, having served as both the Chief Executive Officer and Chief Financial Officer for publicly-traded companies during his career.
Upcoming Dividend • Aug 02Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 09 August 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of American dividend payers (4.1%). Higher than average of industry peers (2.2%).
分析記事 • Aug 02With EPS Growth And More, Winmark (NASDAQ:WINA) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Jul 14Second quarter 2022 earnings released: EPS: US$2.61 (vs US$2.42 in 2Q 2021)Second quarter 2022 results: EPS: US$2.61 (up from US$2.42 in 2Q 2021). Revenue: US$19.1m (flat on 2Q 2021). Net income: US$9.03m (up 1.0% from 2Q 2021). Profit margin: 47% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 14Winmark Corporation Announces Quarterly Cash Dividend, Payable on September 1, 2022Winmark Corporation approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.70 per share will be paid September 1, 2022 to shareholders of record on the close of business on August 10, 2022.
Seeking Alpha • Jul 13Winmark declares $0.70 dividendWinmark (NASDAQ:WINA) declares $0.70/share quarterly dividend, in line with previous. Forward yield 1.41% Payable Sept. 1; for shareholders of record Aug. 10; ex-div Aug. 9. See WINA Dividend Scorecard, Yield Chart, & Dividend Growth.
Seeking Alpha • May 28Winmark Corporation: The Picture Has ChangedWinmark Corporation has followed the market lower, despite its fundamental picture improving. Moving forward, I suspect the company will continue to grow and create value for its investors, and shares are now looking more attractive. I have now revised my rating for the firm from 'hold' to 'buy'.
Buying Opportunity • May 10Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.5%. The fair value is estimated to be US$261, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 11%.
分析記事 • May 04Winmark (NASDAQ:WINA) Has Announced That It Will Be Increasing Its Dividend To US$0.70Winmark Corporation ( NASDAQ:WINA ) has announced that it will be increasing its dividend on the 1st of June to...
Upcoming Dividend • May 03Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 10 May 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of American dividend payers (3.9%). Higher than average of industry peers (2.1%).
分析記事 • Apr 18Winmark (NASDAQ:WINA) Is Increasing Its Dividend To US$0.70The board of Winmark Corporation ( NASDAQ:WINA ) has announced that it will be increasing its dividend by 56% on the...
Reported Earnings • Apr 14First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: US$2.74 (up from US$2.49 in 1Q 2021). Revenue: US$20.0m (up 7.5% from 1Q 2021). Net income: US$9.85m (up 5.8% from 1Q 2021). Profit margin: 49% (in line with 1Q 2021). Revenue exceeded analyst estimates by 36%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Apr 14Winmark Corporation Announces Quarterly Cash Dividend, Payable on June 1, 2022Winmark Corporation announced that its Board of Directors has approved an increase in its regular quarterly cash dividend to shareholders. The quarterly dividend of $0.70 per share represents an increase of $0.25 from its previous dividend rate. The cash dividend will be paid June 1, 2022 to shareholders of record on the close of business on May 11, 2022.
分析記事 • Apr 06A Look At The Intrinsic Value Of Winmark Corporation (NASDAQ:WINA)How far off is Winmark Corporation ( NASDAQ:WINA ) from its intrinsic value? Using the most recent financial data...
Recent Insider Transactions Derivative • Mar 21Vice President of Human Resources exercised options and sold US$125k worth of stockOn the 14th of March, Leah Goff-Rosenberg exercised 2.05k options at around US$134, then sold 2k of the shares acquired at an average of US$202 per share and kept the remainder. Since June 2021, Leah's direct individual holding has increased from 10.28k shares to 11.10k. Company insiders have collectively sold US$3.8m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Feb 27Is Now The Time To Put Winmark (NASDAQ:WINA) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Feb 25Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: US$10.87 (up from US$8.02 in FY 2020). Revenue: US$78.2m (up 18% from FY 2020). Net income: US$39.9m (up 34% from FY 2020). Profit margin: 51% (up from 45% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 36%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.
Upcoming Dividend • Feb 01Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 08 February 2022. Payment date: 01 March 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of American dividend payers (3.6%). Higher than average of industry peers (1.8%).