SNA
Snap-on IncorporatedEvidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The surviving packet presents mixed operational signals: reported GAAP revenues were $ 1,308,300,000 for Q1 2026 (fiscal quarter ended 2026-04-17) and $ 1,334,800,000 for Q2 2026 (fiscal quarter ended 2026-07-17), up from $ 1,291,900,000 for Q3 2025 (fiscal quarter ended 2025-10-10). Operating income rose from $ 318,700,000 in Q1 2026 to $ 336,400,000 in Q2 2026, while diluted EPS moved from $ 4.69 to $ 4.96 across those same quarters versus $ 5.02 in Q3 2025.
Balance-sheet and capital-allocation items are consistent across the packet: weighted‑average diluted shares declined modestly to 52,522,211, long‑term debt sits around $ 1,204,000,000, and the company reported material repurchase activity (for example, $ 99,900,000 used for repurchases in Q1 2026). Market and valuation context in the evidence shows a price of 381.2, a trailing twelve‑month EPS of 19.39, a P/E (ttm) of 19.66, dividend yield (TTM) of 2.56%, and a beta of 0.59.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Reported GAAP revenues were $1,308,300,000 for the fiscal quarter ended 4 April 2026 and $1,334,800,000 for the fiscal quarter ended 4 July 2026, up from $1,291,900,000 for the fiscal quarter ended 27 September 2025.
XBRL companyfacts · 0000091440-26-000109Operating income was $318,700,000 in the fiscal quarter ended 4 April 2026 and $336,400,000 in the fiscal quarter ended 4 July 2026, implying operating income rose in the most recent quarter alongside the revenue increase.
XBRL companyfacts · 0000091440-26-000109Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A Form 4 for Snap-on Incorporated was filed on 2026-08-27 (the 4 filed 27 August 2026); the evidence shows the parse_status for this filing is listed as pending.
4 filed 2026-08-27A Form 4 for Snap-on Incorporated was filed on 2026-08-19 (the 4 filed 19 August 2026); the evidence shows the parse_status for this filing is listed as skipped.
4 filed 2026-08-19Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
As of 2026-09-01, SNA's 12_1 momentum is +30.9% and its cross-sectional rank is the 71th percentile of 547, indicating relatively strong longer-term momentum within the research universe.
Moneyta signal set · 2026-09-01weakened in debateAs of 2026-09-01, SNA's dividend yield (TTM) is +2.56% and its dividend-yield rank is the 74th percentile of 547, showing the stock's yield is high relative to the universe on that date.
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, the ETF SCHD holds 0.67% weight of the fund for SNA.
ETF constituents · market dataAs of 2026-09-02, the ETF VO holds 0.22% weight of the fund for SNA.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A Snap-on director gifted 1,732 shares to a spousal trust, reported 1 September 2026.
News · kalkinemedia.com · 2026-09-01A Snap-on vice president executed and sold 800 stock options under a Rule 10b5-1 plan, reported 27 August 2026.
News · kalkinemedia.com · 2026-08-27Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Insiders reported aggregate insider sales of "$31.3M" and reported insider purchases of "$0" over the 180‑day window in the parsed feed.
Form 4 · Lemerand June C (VP & Chief Information Officer) · $202k code M · 2026-08-11Chairman, President and CEO PINCHUK NICHOLAS T reported multiple open‑market sales on 2026-08-18 totaling $14,198,000 in value across 49,579 shares and the filings state these trades were made pursuant to a 10b5-1 plan.
Form 4 · PINCHUK NICHOLAS T (Chairman, President and CEO) · $5.7M code M · 2026-08-18Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The price used in this evidence set is 381.2 as of 2026-09-01.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve‑month earnings per share (EPS ttm) is 19.39.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several contemporaneous fundamentals and market-position signals jointly support a favorable read. Recent sequential revenue and operating-income increases (fundamentals-0, fundamentals-1), plus modest EPS resilience (fundamentals-2) and a declining diluted share count with active repurchases (fundamentals-3, fundamentals-4) provide multiple, internally consistent earnings-support signals; these are backed by strong trailing cash generation and a sizable cash balance with manageable long-term debt (valuation-2, valuation-3, valuation-4). Market metrics—strong 12_1 momentum and high dividend-yield rank (market-0, market-1), lower beta and modest correlation with SPY (market-2), and fresh institutional buys (news-2)—lend corroborating external demand and income-oriented investor interest. The evidence supporting these points is direct (SEC filings and reported financials) and recent; counterpoints such as insider sales and short-term drawdown exist but are weaker in provenance or mitigated by contemporaneous buybacks and institutional activity, so the aggregate evidence favors a constructive operational and cash-flow picture.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.31
43 surviving claims rest on 22 distinct sources; the heaviest analyst carries 21% of them, and 99% of what the desk raised survived the debate.
The evidence base is moderately concentrated: many claims draw on a relatively small set of distinct sources and a single analyst contributes a notable share of claims, so individual errors or biases in those sources would disproportionately affect the read. The high survival rate from the desk review shows internal consistency, but coupled with source and analyst concentration it means the set is informative yet somewhat fragile — treat these findings as tentatively supported by the available documents rather than robust across many independent corroborations.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
16 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.8 to the score
7 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.3 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.3 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
4 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−1.6 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on SNA Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.