Market Cap
$1.1B
WINA
WINMARK CORP
$297.69 ▼ -0.59%
Prev close $299.46Market cap$1.1B
12-mo target$545.00 (+83.1%)
Insider Selling Cluster (2 insiders)21 New Institutional Positions10 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on WINA right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Inst. Holders
50 funds
Inst. Value
$1.1B
Inst. Activity
21 buys / 10 sells
Insider Activity
$0.00 buy / $2.6M sell
Insider Net $
-$2.6M
SEC Reports
4
Price chart 30d -6.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jul 22, 2026 earnings_calendar
Jul 15, 2026 SEC WINA Q2 2026 Earnings Scheduled — 2026-07-22
Winmark reported Q2 2026 revenue of $21.97M (+7.6% YoY) driven by royalty growth, but diluted EPS fell to $2.81 from $2.
8-K — Impact 4/10
Jul 1, 2026 Insider
Tomlinson Percy C Jr acquired via exercise 3,500 shares
Director @ $242.58 ($849.0K)
Jul 1, 2026 Insider
Tomlinson Percy C Jr acquired via exercise 200 shares
Director @ $197.80 ($39.6K)
Jun 30, 2026 Inst.
Select Equity Group, L.P. — ADD
50,929 shares ($21.5M)
Jun 30, 2026 Inst.
Rockefeller Capital Management L.P. — ADD
42,145 shares ($17.8M)
Jun 1, 2026 Insider
May 6, 2026 SEC Hake Lisa Schurke was granted 1,712 shares
CHIEF MARKETING OFFICER @ $378.57 ($648.1K)
Winmark Corporation announced that director Lawrence Barbetta will not stand for re-election in 2027 due to term limits,
8-K — Impact 2/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jun 13, 2024 | Maxim Group | INITIATE | Buy | 43% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Aug 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jul 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| 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% |
Price targets
Where 1 covering analysts think WINA trades over the next 12 months.
$545.00 +83.1% upside Strong Buy
Current$297.69 Low$545.00 Median$545.00 High$545.00 1 analysts
$545.00$545.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 0 bullish, 2 bearish, 0 mixed, 2 neutral · avg impact 4.5/10.
NEUTRAL8-K4/10
Winmark reported Q2 2026 revenue of $21.97M (+7.6% YoY) driven by royalty growth, but diluted EPS fe
Jul 15, 2026
NEUTRAL8-K2/10
Winmark Corporation announced that director Lawrence Barbetta will not stand for re-election in 2027
May 6, 2026
BEARISH8-K6/10
Winmark reported Q1 2026 earnings with diluted EPS of $2.50, missing consensus by $0.01, and revenue
Apr 15, 2026
BEARISHCLUSTER6/10
Two corporate insiders at Winmark Corp sold shares in the past week, including Jenele C. Grassle sel
Mar 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Jul 22, 2026
earnings_calendar
WINA Q2 2026 Earnings Scheduled — 2026-07-22
Jul 16, 2026
earnings_calendar
WINA Q2 2026 Earnings Scheduled — 2026-07-16
Jul 13, 2026
earnings_calendar
WINA Q2 2026 Earnings Scheduled — 2026-07-13
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
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.23 | $3.23–$3.23 | 7.0% | -3.6% | 0↑ 1↓ | $0.0B | 1 |
| Next Q | $2.84 | $2.84–$2.84 | 5.6% | -2.7% | 0↑ 1↓ | $0.0B | 1 |
| Current FY | $11.37 | $11.37–$11.37 | 0.6% | -4.3% | 0↑ 1↓ | $0.1B | 1 |
| Next FY | $12.49 | $12.49–$12.49 | 9.9% | -3.0% | 0↑ 1↓ | $0.1B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.230 | — |
| 7d ago | $3.350 | -0.120 |
| 30d ago | $3.350 | -0.120 |
| 60d ago | $3.350 | -0.120 |
| 90d ago | $3.350 | -0.120 |
Institutional ownership
Which big funds own WINA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.1B total value (2,534,682 shares) as of 2026-Q2. Top holders: BlackRock,, Neuberger, RENAISSANCE. Net buying activity: 21 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 489,771 | $207.2M | 19.3% | ADD +76.3% |
| Neuberger Berman Group LLC | 286,587 | $121.2M | 11.3% | — |
| RENAISSANCE TECHNOLOGIES LLC | 204,412 | $86.5M | 8.1% | — |
| FIRST TRUST ADVISORS LP | 175,481 | $74.2M | 6.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 139,932 | $59.2M | 5.5% | — |
| STATE STREET CORP | 130,360 | $55.2M | 5.1% | ADD +47.5% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 92,300 | $39.1M | 3.6% | — |
| Fisher Asset Management, LLC | 92,208 | $39.0M | 3.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 86,022 | $36.4M | 3.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 73,501 | $31.1M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | ADD | 30,409 | 50,929 | +67.5% | $21.5M |
| Rockefeller Capital Management L.P. | ADD | 30,530 | 42,145 | +38.0% | $17.8M |
| GOLDMAN SACHS GROUP INC | TRIM | 70,018 | 36,718 | -47.6% | $15.5M |
| CONGRESS ASSET MANAGEMENT CO | ADD | 18,847 | 34,581 | +83.5% | $14.6M |
| Allspring Global Investments Holdings, LLC | ADD | 22,086 | 29,043 | +31.5% | $12.3M |
| RAYMOND JAMES FINANCIAL INC | TRIM | 27,361 | 19,722 | -27.9% | $8.3M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 660 | 15,598 | +2263.3% | $6.6M |
| WELLS FARGO & COMPANY/MN | ADD | 6,246 | 9,209 | +47.4% | $3.9M |
| Russell Investments Group, Ltd. | ADD | 6,403 | 8,552 | +33.6% | $3.6M |
| UBS Group AG | TRIM | 14,512 | 8,403 | -42.1% | $3.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 26 transactions. Net -$2.6M — $0.00 bought, $2.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 1, 2026 | Tomlinson Percy C Jr | Director | EXERCISE | 3,500 | $242.58 | $849.0K |
| Jul 1, 2026 | Tomlinson Percy C Jr | Director | EXERCISE | 200 | $197.80 | $39.6K |
| Jun 1, 2026 | Hake Lisa Schurke | CHIEF MARKETING OFFICER | AWARD | 1,712 | $378.57 | $648.1K |
| Jun 1, 2026 | Barbetta Lawrence A | Director | AWARD | 356 | $378.57 | $134.8K |
| Jun 1, 2026 | Ishaug Anthony D | CHIEF FINANCIAL OFFICER | AWARD | 2,420 | $378.57 | $916.1K |
| Jun 1, 2026 | Hake Lisa Schurke | CHIEF MARKETING OFFICER | AWARD | 9,256 | $378.57 | $3.5M |
| Jun 1, 2026 | HEFFES BRETT D | CHAIR AND CEO | AWARD | 4,620 | $378.57 | $1.7M |
| Jun 1, 2026 | Gaudette Renae M. | CHIEF OPERATING OFFICER | AWARD | 1,984 | $378.57 | $751.1K |
| Jun 1, 2026 | Credendino Keith | Director | AWARD | 356 | $378.57 | $134.8K |
| Jun 1, 2026 | Hoppe Stephanie S. | Director | AWARD | 356 | $378.57 | $134.8K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WINA.
Shares short
370,763
Settlement Sep 15, 2026
Change vs prior
+3.5%
Semi-monthly cycle
Days to cover
5.1
At avg daily volume
Of shares outstanding
≈10.3%
Estimate — not % of float
All WINA filing & press-release reports (4)
- 8-K reportJul 15, 2026
- 8-K reportMay 6, 2026
- 8-K reportApr 15, 2026
- CLUSTER reportMar 5, 2026