Dec 30, 2025 • MarketBeat
NEUTRAL
Copeland Capital Management LLC Decreases Stock Holdings in Winmark Corporation $WINA
Copeland Capital Management LLC reduced its stake in Winmark Corporation (NASDAQ:WINA) by 5.3% in the third quarter of 2025, selling 3,898 shares and ending with 69,603 shares valued at approximately $34.65 million. Despite this reduction, institutional ownership remains high at 73.32%. Winmark reported mixed Q3 earnings, missing EPS estimates but exceeding revenue expectations, while a Weiss Ratings upgrade to "Buy" and a recent insider stock sale also occurred.
Dec 23, 2025 • Stock Traders Daily
BULLISH
Price-Driven Insight from (WINA) for Rule-Based Strategy
This article provides a price-driven analysis for Winmark Corporation (NASDAQ: WINA), highlighting weak near-term sentiment but strong long-term potential. It outlines specific trading strategies (Position, Momentum Breakout, Risk Hedging) with entry zones, targets, and stop losses, based on AI-generated signals and multi-timeframe analysis. The report identifies an exceptional 50.4:1 risk-reward setup, targeting a 14.6% gain against a 0.3% risk.
Dec 17, 2025 • AD HOC NEWS
BULLISH
Winmark CEO’s Million-Dollar Share Purchase Signals Executive Confidence
Winmark's CEO, Brett D. Heffes, recently invested $1.21 million to purchase 2,712 shares at $444.54 each, signaling strong confidence in the company's future. This insider transaction aligns with stock options granted to other executives at the same exercise price, creating a key technical and psychological reference point for the stock. While third-quarter earnings per share slightly missed estimates, revenue exceeded expectations, and institutional investors hold a dominant stake, with market observers now watching if insider demand can counteract recent earnings pressure.
Dec 17, 2025 • Sahm
SOMEWHAT-BULLISH
Is Rising Institutional Ownership And An Analyst Upgrade Altering The Investment Case For Winmark (WINA)?
Institutional investors like Caxton Associates LLP, HSBC Holdings PLC, and Russell Investments Group Ltd. significantly increased their holdings in Winmark (WINA) during the second quarter, while Weiss Ratings upgraded the stock to “buy.” This increased institutional backing and positive analyst view support the market’s perception of Winmark’s prospects, despite the company's high leverage and negative equity. The article highlights that while fundamentals remain consistent, the growing institutional interest and dividend intensity introduce diverging opinions on Winmark's risk and reward balance.
Dec 17, 2025 • Simply Wall Street
NEUTRAL
Is Rising Institutional Ownership And An Analyst Upgrade Altering The Investment Case For Winmark (WINA)?
Institutional investors and an analyst upgrade are boosting sentiment for Winmark (WINA), despite its mature business model and financial challenges like high debt and negative equity. While fundamentals remain unchanged, the increased institutional backing and upgrade may support the stock after a recent pullback. However, differing valuations among investors highlight varying perspectives on Winmark's risk and reward balance.
Dec 16, 2025 • Marietta Daily Journal
SOMEWHAT-BULLISH
Once Upon a Child Marietta celebrates 15 Year anniversary
Once Upon a Child at Towne Center Prado in Marietta is celebrating its 15th year of operation this month. Owned by Mark and Gina McNitt, the franchise buys and sells gently used children’s clothes, equipment, toys, shoes, and books. The store opened in December 2010.