WINA
WINMARK CORP
$370.23
-1.95%
$1.4B
No data for this timeframe.
Vol
Market Cap$1.4B
Cap SizeSmall Cap
Inst. Holders8 funds
Inst. Value$186.6M
Inst. Activity2 buys / 2 sells
Insider Activity0B / 2S
Insider Net $-$2.6M
SEC Reports3
Recent Activity
Jun 1, 2026
Insider
Barbetta Lawrence A sold 356 shares
Director @ $378.57 ($134.8K)
Jun 1, 2026
Insider
Ishaug Anthony D sold 2,420 shares
CHIEF FINANCIAL OFFICER @ $378.57 ($916.1K)
Jun 1, 2026
Insider
Hake Lisa Schurke sold 9,256 shares
CHIEF MARKETING OFFICER @ $378.57 ($3.5M)
May 6, 2026
SEC
Winmark Corporation announced that director Lawrence Barbetta will not stand for re-election in 2027 due to term limits,
8-K — Impact 2/10
Apr 22, 2026
earnings_calendar
WINA Q1 2026 Earnings Scheduled — 2026-04-22
Apr 15, 2026
SEC
Winmark reported Q1 2026 earnings with diluted EPS of $2.50, missing consensus by $0.01, and revenue of $20.85M, below e
8-K — Impact 6/10
Mar 5, 2026
SEC
Two corporate insiders at Winmark Corp sold shares in the past week, including Jenele C. Grassle selling nearly $1.86M w
CLUSTER — Impact 6/10
Inst.
MORGAN STANLEY — TRIM
20,095 shares ($8.1M)
Price Targets
Historical data — last covering-analyst action Jun 2024. No current recommendation available.
$545.00 (Jun 2024)
Current $387.62
Low $545.00
Median $545.00
High $545.00
1 analysts
$545.00
$545.00
Analyst Ratings
2Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 13, 2024 | Maxim Group | INITIATE | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.14 | $3.14 — $3.14 | 9% YoY | 1 |
| Next Q | $3.35 | $3.35 — $3.35 | 11% YoY | 1 |
| Current FY | $11.88 ▼ -1.9% | $11.88 — $11.88 | 5% YoY | 1 |
| Next FY | $12.88 ▼ -1.9% | $12.88 — $12.88 | 8% YoY | 1 |
Latest Reports
NEUTRAL
8-K
2/10
Winmark Corporation announced that director Lawrence Barbetta will not stand for re-election in 2027 due to term limits,
May 6, 2026
BEARISH
8-K
6/10
Winmark reported Q1 2026 earnings with diluted EPS of $2.50, missing consensus by $0.01, and revenue of $20.85M, below e
Apr 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | $84.3M | ADD |
| VANGUARD GROUP INC | $75.7M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $10.0M | NEW |
| MORGAN STANLEY | $8.1M | TRIM |
| BANK OF AMERICA CORP | $5.2M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Barbetta Lawrence | A | $134.8K |
| Jun 1, 2026 | Ishaug Anthony | A | $916.1K |
| Jun 1, 2026 | Hake Lisa | A | $3.5M |
| Jun 1, 2026 | HEFFES BRETT | A | $1.7M |
| Jun 1, 2026 | Gaudette Renae | A | $751.1K |
8 institutional holders with $186.6M total value (460,850 shares) as of 2025-Q4. Top holders: RENAISSANCE, VANGUARD, CHARLES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | RENAISSANCE TECHNOLOGIES LLC | 208,155 | $84.3M | 45.2% | ADD +25.6% |
| 2 | VANGUARD GROUP INC | 186,832 | $75.7M | 40.5% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24,803 | $10.0M | 5.4% | NEW |
| 4 | MORGAN STANLEY | 20,095 | $8.1M | 4.4% | TRIM -31.2% |
| 5 | BANK OF AMERICA CORP /DE/ | 12,826 | $5.2M | 2.8% | DOUBLED +117.1% |
| 6 | WELLS FARGO & COMPANY/MN | 6,329 | $2.6M | 1.4% | TRIM -27.0% |
| 7 | TWO SIGMA INVESTMENTS, LP | 1,520 | $615.5K | 0.3% | ADD +90.0% |
| 8 | FMR LLC | 290 | $117.4K | 0.1% | TRIM -25.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 29,201 | 20,095 | -31.2% | $8.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 5,909 | 12,826 | +117.1% | $5.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 800 | 1,520 | +90.0% | $615.5K | 2025-Q4 |
| FMR LLC | TRIM | 388 | 290 | -25.3% | $117.4K | 2025-Q4 |
| UBS Group AG | ADD | 23,507 | 34,890 | +48.4% | $17.4M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 63,838 | 29,201 | -54.3% | $14.5M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 8,531 | 6,225 | -27.0% | $3.1M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 11,270 | 5,909 | -47.6% | $2.9M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 175,531 | 220,496 | +25.6% | $83.3M | 2025-Q2 |
| UBS Group AG | DOUBLED | 5,727 | 23,507 | +310.5% | $8.9M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 911 | — | $344.0K | 2025-Q2 |
| FMR LLC | ADD | 177 | 334 | +88.7% | $126.0K | 2025-Q2 |
| Mawer Investment Management Ltd. | EXIT | 28,058 | 0 | -100.0% | $0.00 | 2025-Q2 |
| Mawer Investment Management Ltd. | TRIM | 77,714 | 28,058 | -63.9% | $8.9M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 7,080 | 9,010 | +27.3% | $2.9M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 6,831 | 8,729 | +27.8% | $2.8M | 2025-Q1 |
| UBS Group AG | TRIM | 7,806 | 5,727 | -26.6% | $1.8M | 2025-Q1 |
| FMR LLC | TRIM | 280 | 177 | -36.8% | $56.2K | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 1,101 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 3,131 | 7,806 | +149.3% | $3.1M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 1,364 | 6,831 | +400.8% | $2.7M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 24,067 | — | $9.2M | 2024-Q3 |
12 unique insiders with 2 transactions. Net insider value: -$2.6M ($0.00 bought, $2.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Barbetta Lawrence A | Director | A | 356 | $378.57 | $134.8K |
| Jun 1, 2026 | Ishaug Anthony D | CHIEF FINANCIAL OFFICER | A | 2,420 | $378.57 | $916.1K |
| Jun 1, 2026 | Hake Lisa Schurke | CHIEF MARKETING OFFICER | A | 9,256 | $378.57 | $3.5M |
| Jun 1, 2026 | HEFFES BRETT D | CHAIR AND CEO | A | 4,620 | $378.57 | $1.7M |
| Jun 1, 2026 | Gaudette Renae M. | CHIEF OPERATING OFFICER | A | 1,984 | $378.57 | $751.1K |
| Jun 1, 2026 | Credendino Keith | Director | A | 356 | $378.57 | $134.8K |
| Jun 1, 2026 | Hoppe Stephanie S. | Director | A | 356 | $378.57 | $134.8K |
| Jun 1, 2026 | Tomlinson Percy C Jr | Director | A | 356 | $378.57 | $134.8K |
| Jun 1, 2026 | SPRENGER GINA DECARO | Director | A | 356 | $378.57 | $134.8K |
| Jun 1, 2026 | SMITH PHILIP IRVING | Director | A | 356 | $378.57 | $134.8K |
| Jun 1, 2026 | Becker Amy C | Director | A | 356 | $378.57 | $134.8K |
| May 5, 2026 | Hoppe Stephanie S. | Director | A | 3,400 | $372.02 | $1.3M |
| Apr 30, 2026 | Ishaug Anthony D | CHIEF FINANCIAL OFFICER | M | 3,293 | $98.25 | $323.5K |
| Apr 30, 2026 | Ishaug Anthony D | CHIEF FINANCIAL OFFICER | M | 3,293 | $98.25 | $323.5K |
| Apr 28, 2026 | Gaudette Renae M. | CHIEF OPERATING OFFICER | M | 2,500 | $98.25 | $245.6K |
| Apr 28, 2026 | Gaudette Renae M. | CHIEF OPERATING OFFICER | M | 2,500 | $98.25 | $245.6K |
| Mar 4, 2026 | GRASSLE JENELE C | Director | SELL | 3,900 | $475.80 | $1.9M |
| Mar 3, 2026 | Tomlinson Percy C Jr | Director | SELL | 1,660 | $460.52 | $764.5K |
| Feb 26, 2026 | Tomlinson Percy C Jr | Director | M | 1,600 | $242.58 | $388.1K |
| Feb 26, 2026 | Tomlinson Percy C Jr | Director | M | 1,600 | $242.58 | $388.1K |
| Feb 25, 2026 | GRASSLE JENELE C | Director | M | 800 | $134.25 | $107.4K |
| Feb 25, 2026 | GRASSLE JENELE C | Director | M | 800 | $134.25 | $107.4K |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 1 neutral. Avg impact: 4.7/10.
NEUTRAL
8-K
2/10
Winmark Corporation announced that director Lawrence Barbetta will not stand for re-election in 2027
May 6, 2026
BEARISH
8-K
6/10
Winmark reported Q1 2026 earnings with diluted EPS of $2.50, missing consensus by $0.01, and revenue
Apr 15, 2026
BEARISH
CLUSTER
6/10
Two corporate insiders at Winmark Corp sold shares in the past week, including Jenele C. Grassle sel
Mar 5, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jun 2024): 86% buy across 7 analysts — 2 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jun 2024. No current recommendation available.
$545.00 mean target (Jun 2024)
$545.00 Low
$545.00 High
| Metric | Value |
|---|---|
| Current Price | $387.62 |
| Target Low | $545.00 |
| Target Mean | $545.00 |
| Target Median | $545.00 |
| Target High | $545.00 |
| # Analysts | 1 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$3.14 | $3.14 | $3.14 | 8.6% | +0.0% | 0↑ 1↓ | $0.0B | 6.1% | 1 |
| Next Q 2026-09-30 |
$3.35 | $3.35 | $3.35 | 10.9% | +0.0% | 0↑ 1↓ | $0.0B | 6.0% | 1 |
| Current FY 2026-12-31 |
$11.88 | $11.88 | $11.88 | 5.1% | -1.9% | 0↑ 1↓ | $0.1B | 3.0% | 1 |
| Next FY 2027-12-31 |
$12.88 | $12.88 | $12.88 | 8.4% | -1.9% | 0↑ 1↓ | $0.1B | 6.3% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $3.140 | |
| 7d ago | $3.140 | |
| 30d ago | $3.140 | |
| 60d ago | $3.150 | -0.010 |
| 90d ago | $3.150 | -0.010 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 13, 2024 | Maxim Group | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| May 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Apr 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Feb 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jan 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 22, 2026
earnings_calendar
WINA Q1 2026 Earnings Scheduled — 2026-04-22
Apr 17, 2026
earnings_calendar
WINA Q1 2026 Earnings Scheduled — 2026-04-17
Apr 14, 2026
earnings_calendar
WINA Q1 2026 Earnings Scheduled — 2026-04-14
Feb 25, 2026
earnings_calendar
WINA Q4 2025 Earnings Scheduled — 2026-02-25
Feb 5, 2026
short_interest
FTD: WINA — 1,942 shares ($0.8M) failed to deliver
Settlement: 20260205, Price: $430.37, FTD Value: $835,778.54, WINMARK CORPORATION