Stock analysis, trade plans, and proprietary indicators by Trend Edge.
About Willamette Valley Vineyards Inc
Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. It operates through two segments, Direct Sales and Distributor Sales. The company offers Pinot Noir, Chardonnay, Pinot Gris, Pinot Blanc, Sauvignon Blanc, Gruner Veltliner, Rose, Brut, Brut Rose, and Riesling branded wines under the Willamette Valley Vineyards label; Brut, Brut Rose, and Blanc de Blancs under the Domaine Willamette label; Semi-Spar… Read full Trend Edge analysis →
Sector: Consumer Defensive
Industry: Beverages-Wineries & Distilleries
Exchange: NASDAQ
IPO Date: September 15, 1994
Headquarters: 8800 Enchanted Way, S.E., Turner, OR, United States, 97392
Founder-Led: Yes — Jim Bernau (Co-Founder, Chairperson, President & Principal Executive Officer)
Key Metrics
Current Price
$2.72
Market Cap
$13.6M
Float
4.1M
Shares Outstanding
5.0M
P/E (Forward)
11.25
Price/Sales (TTM)
0.36
Profit Margin
-1.99%
Operating Margin (TTM)
-8.21%
Revenue (TTM)
$37.9M
Earnings Growth (YoY)
-42.50%
Dividend Rate
None
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$27.3M
$3.4M
$16.7M
$7.0M
2021
$31.8M
$2.4M
$18.7M
$5.8M
2022
$33.9M
-$646,492
$18.8M
$1.9M
2023
$39.1M
-$1.2M
$22.6M
$2.3M
2024
$24.2M
-$117,894
$24.2M
$571,858
2025
$37.2M
-$917,685
$22.5M
$1.8M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$10.2M
$92,795
Sep 2025
$8.4M
-$1.1M
Dec 2025
$11.1M
$810,951
Mar 2026
$8.3M
-$565,073
Ownership & Float
Insider Ownership
17.7%
Institutional Ownership
12.4%
Short Float
0.1%
% of All Funds Holding
0.40%
Number of Funds Holding
33
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$2.72
Near-term / short-term trend
Weekly
40-Week SMA
$3.07
Medium-term trend
Weekly
80-Week SMA
$4.11
Cyclical trend (business cycle)
Weekly
200-Week SMA
$4.83
Secular trend (multi-year)
Monthly
10-Month SMA
$3.07
Near-term monthly trend
Monthly
20-Month SMA
$4.05
Medium-term monthly trend
Monthly
40-Month SMA
$4.59
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$3.10
resistance
1.19x
5 months ago
$3.60
resistance
1.59x
6 months ago
Historical Earnings Reactions (102 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
0.06%
0.00%
48.04%
11.55%
-10.00%
1 Day
0.06%
0.06%
50.00%
15.48%
-9.44%
1 Week
-0.17%
-0.28%
44.12%
40.87%
-19.46%
2 Weeks
-0.23%
-0.42%
44.12%
52.17%
-28.86%
1 Month
0.34%
-0.42%
41.18%
34.78%
-40.67%
Next earnings: May 12, 2026
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
4.1%
53.1%
32
Feb
3.1%
53.1%
32
Mar
-3.3%
28.1%
32
Apr
2.6%
59.4%
32
May
4.0%
45.2%
31
Jun
1.3%
54.8%
31
Jul
-2.5%
35.5%
31
Aug
1.8%
38.7%
31
Sep
-2.6%
35.5%
31
Oct
-0.0%
46.9%
32
Nov
1.1%
43.8%
32
Dec
-4.6%
25.0%
32
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
0.06%
36.8%
1499
Tuesday
0.24%
40.7%
1637
Wednesday
-0.14%
38.4%
1636
Thursday
0.03%
38.8%
1604
Friday
0.37%
41.9%
1599
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 12.4%
Insider Transactions — Smart Summary
Total insider ownership: 17.7%
Founder-led management: Jim Bernau (Co-Founder, Chairperson, President & Principal Executive Officer)
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The analysis covers five layers:
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qualitative analysis (business model, competitive moat, sector dynamics),
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