APLD

Applied Digital Corp

20.98

Oct 21 • 3:59 PM ET +1.65 (8.54%)

20.63

Aftermarket • 7:59 PM ET -0.35 (-1.67%)

Technology Information Technology Services USA Mid NASD

Oct 21, 8:40 AMRoth/MKM reinstates Applied Digital at Buy with $35 target on Wednesday, citing secured equipment and favorable AI data center economics

Peers: CIFR CORZ WULF IREN MARA RIOT CLSK GLXY HUT BTBT

| Held by: VTI VB VGT VBK VXF DTCR SCHA IWR BLOK SCHM

Index	-
Market Cap	6.34B
Enterprise Value	11.76B
Income	-468.61M
Sales	853.85M
Book/sh	5.39
Cash/sh	10.79
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	256
IPO	Jul 22, 2002

P/E	-
Forward P/E	-
PEG	-
P/S	7.43
P/B	3.89
P/C	1.94
P/FCF	-
EV/EBITDA	-
EV/Sales	13.78
Quick Ratio	2.56
Current Ratio	2.56
Debt/Eq	3.63
LT Debt/Eq	3.54
Option/Short	Yes / Yes

EPS (ttm)	-1.63
EPS next Y	-0.93
EPS next Q	-0.31
EPS this Y	-74.77%
EPS next Y	41.34%
EPS next 5Y	27.00%
EPS past 3/5Y	-24.16% -19.33%
Sales past 3/5Y	122.64% -
EPS Y/Y TTM	-43.01%
Sales Y/Y TTM	289.85%
EPS Q/Q	-1024.76%
Sales Q/Q	432.38%
Earnings	Oct 07 AMC
EPS/Sales Surpr.	-177.59% 193.99%

Insider Own	9.82%
Insider Trans	0.73%
Inst Own	71.14%
Inst Trans	4.78%
ROA	-6.49%
ROE	-31.64%
ROIC	-5.71%
Gross Margin	20.22%
Oper. Margin	-23.65%
Profit Margin	-54.88%
SMA20	-9.29%
SMA50	-18.05%
SMA200	-34.17%
Trades

Shs Outstand	297.07M
Shs Float	272.68M
Short Float	20.77%
Short Ratio	2.83
Short Interest	56.63M
52W High	50.72 -58.64%
52W Low	17.65 18.86%
Volatility	9.68% 6.83%
ATR (14)	1.81
RSI (14)	40.88
Beta	5.54
Rel Volume	1.47
Avg Volume	20.02M
Volume	29,192,526

Perf Week	3.22%
Perf Month	-26.49%
Perf Quarter	-29.81%
Perf Half Y	-35.31%
Perf YTD	-14.44%
Perf Year	-35.53%
Perf 3Y	347.33%
Perf 5Y	-11.92%
Perf 10Y	23849.77%
Recom	1.20
Target Price	61.50
Prev Close	19.33
Price	20.98
Change %	8.54%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-21-26	Resumed	Roth Capital	Buy	$35
Sep-23-26	Initiated	UBS	Buy	$38
Sep-21-26	Initiated	Rothschild & Co Redburn	Neutral	$22
Sep-17-26	Initiated	Wells Fargo	Overweight	$50
Jul-23-26	Initiated	Morgan Stanley	Equal-Weight	$36.50
Jan-07-26	Initiated	Arete	Buy	$99
Sep-15-25	Resumed	Compass Point	Buy
Jul-25-25	Upgrade	Compass Point	Neutral → Buy	$13
Jun-09-25	Downgrade	Compass Point	Buy → Neutral	$13
May-22-25	Initiated	Citizens JMP	Mkt Outperform	$12
Jan-28-25	Initiated	Compass Point	Buy	$10
Dec-20-24	Initiated	Cantor Fitzgerald	Overweight	$15
Oct-03-23	Initiated	ROTH MKM	Buy	$14
Dec-22-22	Initiated	H.C. Wainwright	Buy	$4
May-24-22	Initiated	DA Davidson	Buy	$6
May-23-22	Initiated	Craig Hallum	Buy	$10
May-09-22	Initiated	Northland Capital	Outperform	$7.50
May-09-22	Initiated	Needham	Buy	$5.50
May-09-22	Initiated	Lake Street	Buy	$10
May-09-22	Initiated	B. Riley Securities	Buy	$10

Show Previous Ratings

Oct-21-26 01:08PM	Microsoft and Alphabet opt out of tokenized stocksthe latest blow to an ambitious plan to shake up trading (Fortune) +8.54%
10:17AM	Soluna and Applied Digital to build 50 MW wind-powered AI data center in Texas (Blockspace)
08:27AM	Applied Digital shares climb on Texas AI data center pact and bullish analyst call (Investing.com)
07:30AM	Soluna Agrees to Form Strategic Partnership with Applied Digital to Develop Wind-Powered AI Data Center in Texas (PR Newswire)
Oct-20-26 10:36AM	Microsoft, Alphabet Bar Their Tokenized Shares From OKX-ICE Venue as Objections Hit 16 (Unchained)
09:54AM	Loading…
09:54AM	Chips Bounced, Builders Sank and Crude Sent Mixed Signals Heading Into Tuesday (PR Newswire)
Oct-19-26 02:46PM	Why Some of Americas Biggest Companies Are Objecting to Tokenized Shares (decrypt) +6.65%
12:29PM	Nine Public Companies Object to OKX-ICE Tokenized Stock Plans (CryptoProwl)
09:57AM	CoreWeave, Memory Stocks Rebound (The Wall Street Journal)
06:15AM	Objections to ICE and OKXs Tokenized Stock Venue Climb to Nine as Broadcom, Verizon Opt Out (Unchained)
Oct-16-26 09:26PM	What Changed For Cipher Digital Stock, And What Did Not? (Trefis) -11.48%
Oct-15-26 02:57PM	JonesTrading keeps Buy on Cipher and CoreWeave, says selloff is about financing, not demand (Blockspace)
10:57AM	Data-center bonds slide on capex and debt overhang concerns (Pitchbook)
Oct-14-26 09:33PM	What Needs To Be True To Buy Cipher Digital Stock Now? (Trefis) -9.43%
04:25PM	Could Applied Digital Stock Survive Its Lenders Pulling Back? (Trefis)
02:26PM	Loading…
Oct-13-26 02:26PM	How Much Of Applied Digitals Fiscal Q1 Revenue Was Rent? (Trefis)
Oct-12-26 06:32PM	What Could Derail Applied Digital Stock? (Trefis)
03:30PM	11 Stocks Most Likely to See a Short Squeeze Rally (Schaeffer's Research)
10:24AM	JPMorgan downgrades Applied Digitals project bonds, citing supply overhang (Blockspace)
Oct-11-26 10:13PM	SPCX, TSM, APLD, AMZN, TSLA: Why Retail Traders Couldnt Take Their Eyes Off These Stocks Last Week (Stocktwits)
Oct-10-26 02:42PM	Inside the Big-Money Business of Protecting Data Centers (Barrons.com)
Oct-09-26 05:33PM	How Risky Is Cipher Digital Stock? (Trefis)
09:03AM	Applied Digital Stock Gains as Fiscal Q1 Revenue Leaps 300% (TIKR)
Oct-08-26 07:31PM	Inside Applied Digital earnings for Q1 FY 2027 (Blockspace)
12:20PM	Applied Digital Has Lost 52% Since May: Needham Sees 194% Upside (TIKR)
11:28AM	Wells Fargo raises Applied Digital target to $55 on expansion lease outlook (Blockspace)
11:26AM	Citizens JMP reiterates Applied Digitals $60 target on capacity delivery (Blockspace)
10:18AM	Applied Digital revenue jumps 322% as HPC hosting scales, but debt reaches $6.4 billion (Blockspace)
10:14AM	Needham cuts Applied Digital price target to $70 on regulatory and financing risk (Blockspace)
09:00AM	Applied Digital Q1 2027 earnings beat revenue estimates (Quartz)
08:44AM	Loading…
08:44AM	Applied Digital revenue soars as AI data center demand drives growth (Proactive)
08:13AM	APLD Stock Gets Target Hike From Wells Fargo Post Earnings - Analyst Sees Debt Raises For Meta Leases, 250 MWs Expansion As Catalysts Ahead (Stocktwits)
08:07AM	Applied Digital Shares Rise 4% After Q1 Revenue Beat and Expansion of AI Data Centre Capacity (InvestorsHub)
07:32AM	5 Things to Know Before the Stock Market Opens on Thursday (Investopedia)
07:32AM	3 Warning Signs That Earnings Season Won't Be a Slam Dunk for Markets (Barrons.com)
05:49AM	Applied Digital jumps after earnings, and other early market movers (MarketWatch)
05:48AM	US Stock Futures Fall as AI Debt Financing, Rising Bond Yields and Oil Prices Weigh on Markets: Dow Jones, S&P, Nasdaq, Wall Street (InvestorsHub)
04:56AM	Intel, Marvell, Wolfspeed, Levi Strauss, and More Stocks That Explain Today's Market (Barrons.com)
04:24AM	APLD Stock Soars Premarket After Q1 Sales Rise 4X: CEO Reveals Tier 1 Hyperscaler Building 1GW Data Center In North Dakota (Stocktwits)
Oct-07-26 05:18PM	Applied Digital's Earnings Show Its Data Center Bet Is Starting to Pay Off (Barrons.com) -6.04%
05:07PM	Applied Digital posts top-line beat in Q1 amid data center growth (Investing.com)
04:27PM	Applied Digital Reports Fiscal First Quarter 2027 Results (GlobeNewswire)
11:30AM	Wells Fargo keeps AI/HPC operators Overweight ahead of debt raises (Blockspace)
07:35AM	The Stock Market's AI Rally Faces 3 Big Problems All at the Same Time (Barrons.com)
04:50AM	Applied Digital headlines earnings slate (MarketWatch)
03:32AM	Stock Market Today: S&P 500, Dow and Nasdaq set for lower open as oil prices, bond yields push higher; Fed minutes on tap (MarketWatch)
Oct-06-26 11:52AM	Applied Digital climbs on securing 1GW power site for European AI campus (Investing.com)
11:51AM	Earnings Preview: Short Sellers Target Applied Digital Stock (Schaeffer's Research)
08:18AM	Applied Digital Secures Up To 1 GW Of Potential Power Capacity In Finland, Says Talks With Hyperscale Customers Underway (Stocktwits)
07:10AM	MARKETS LIVE: Wall Street ends higher as AI rally pushes S&P 500, Nasdaq to fresh records (Proactive)
06:00AM	Applied Digital Secures Up to 1 GW of Potential Power Capacity in Finland, Marking First International Development in the Nordics (GlobeNewswire)
Oct-05-26 10:15AM	Stock market today: Dow, S&P 500, Nasdaq diverge amid bond market caution (Yahoo Finance)
08:00AM	Vertical Data Inc Wraps September With a $192M LOI, Planned Canadian Deployment and Goldman Sachs Engagement (FinanceWire)
06:23AM	10-Year Yield Above 5%, Oil Near $90, And Bitcoin: 3 Charts That Could Test The Stock Rally (Stocktwits)
01:46AM	Stocktwits Tech Watch: AI Investors Shift Focus To Applied Digital Earnings, Microsoft Event, SF Tech Week (Stocktwits)
Oct-02-26 12:01PM	APLD Stock Jumps After Applied Digital Adds 75 MW At Polaris Forge 1 Power Is Only The Starting Point, Says CEO (Stocktwits) +5.05%
10:01AM	Applied Digital adds 75 MW of AI capacity in North Dakota (Proactive)
08:00AM	Applied Digital Brings an Additional 75 MW of AI Infrastructure Online at Polaris Forge 1 (GlobeNewswire)
07:08AM	MARKETS LIVE: Wall Street rallies as weak jobs report eases rate fears and Treasury yields fall (Proactive)
Oct-01-26 02:08PM	The Week Ahead: FOMC Meeting Minutes Take Center Stage (Schaeffer's Research)
Sep-30-26 04:00PM	Has Buying Applied Digital Stock's Dips Paid Off? (Trefis)
Sep-28-26 04:05PM	Applied Digital Sets Fiscal First Quarter 2027 Conference Call for Wednesday, October 7, 2026, at 5:00 p.m. Eastern Time (GlobeNewswire) -6.55%
Sep-23-26 03:30PM	UBS turns bullish on five AI data center stocks (Proactive)
01:07PM	Should You Sell Your APLD Stock Now? (Trefis)
09:49AM	Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls (The Fly)
Sep-21-26 11:38AM	Nebius, CoreWeave Get Sell Calls as Credit Flashes Warning (GuruFocus.com)
09:47AM	Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls (The Fly)
08:06AM	CRWV, NBIS Stocks Get Sell Ratings, AI-Pivoting Bitcoin Miners Get Neutral Calls: Rothschild Says Credit Market Is Sending The More Important Signal (Stocktwits)
Sep-17-26 04:28PM	How Far Can Cipher Digital Stock Fall While It Waits For Rent? (Trefis) +8.16% +6.60%
03:41PM	Can Applied Digital Stock Recover On Leases It Has Already Signed? (Trefis)
12:34PM	Applied Digital Named One Of Wells Fargo Top Ideas Analyst Highlights Backlog Quality, Power Advantage And Valuation Discount (Stocktwits)
Sep-14-26 08:04PM	How Far Can Applied Digital Stock Fall If The Business Keeps Growing? (Trefis) -6.96%
Sep-11-26 05:09PM	Is Cipher Digital Stock Expensive, Or Just Early? (Trefis)
Sep-08-26 02:11PM	Global Data Center Market Projected to Reach $517 Billion By 2030 (PR Newswire) +7.36%
Sep-03-26 08:06PM	What Are You Actually Buying In Applied Digital Stock? (Trefis)
Sep-02-26 02:45PM	15 Stocks to Watch With Short Squeeze Potential (Schaeffer's Research)
Aug-31-26 10:52AM	Building AI Infrastructure: Alpha Compute CEO Brittany Kaiser, Live at Nasdaq (IPO-Edge.com)
Aug-27-26 08:36PM	Applied Digital Stock Is Down, But Its AI Data Center Business Is Powering Up. What Gives? (Trefis) -7.65%
Aug-24-26 10:24AM	Morgan Stanley expects powered-shell deal wave by October (Blockspace)
Aug-21-26 11:21AM	B. Riley keeps $75 Applied Digital target after Polaris Forge 2 site visit (Blockspace) -5.03%
Aug-19-26 02:55PM	Cipher Digital Stock Is Valued On Revenue It Is Shutting Down (Trefis)
Aug-18-26 11:45PM	HUT Stock Heads For 4th Week Of Declines: Why This Analyst Thinks Hut 8 Is a Buy (Stocktwits) -8.56%
09:30AM	Bond yields spike worldwide on top of soaring debt, AI spending (Yahoo Finance Video)
Aug-12-26 02:29PM	S&P 500 rises as CoreWeave results fuel AI optimism (Reuters)
10:23AM	AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro (Yahoo Finance)
08:24AM	CoreWeave Jumps 18% as AI Capacity Sells Out (GuruFocus.com)
05:58AM	CoreWeave, Super Micro climb on signs of sustained AI buildout (Reuters)
Aug-11-26 09:50PM	CoreWeaves Record Q2 Supercharges Nebius Stock Ahead Of Earnings What Does Wall Street Expect Amid Cloud Boom? (Stocktwits)
02:22PM	Babcock & Wilcox stakes out another perch in AI, data center bonanza (Akron Beacon Journal)
Aug-10-26 03:27PM	Cipher Digital Delivered Early, But Its Growth Waits On Texas (Trefis)
Aug-06-26 08:30AM	Roundhill Investments Launches First-Ever Neocloud ETF (NCLD) and Photonics & Optics ETF (LYTE) (PR Newswire)
Aug-04-26 04:52PM	Earnings Calendar and Analysis for This Week (August 3-7) (Kiplinger) +6.04%
01:47PM	The AI Buildout Runs on Power and Cooling. Bitzero Just Deepened Its Bench With Vertiv. (PR Newswire)
Jul-31-26 10:14AM	B. Riley names Core Scientific and Applied Digital top HPC picks after sector selloff (Blockspace)
Jul-30-26 11:59AM	Citadel buys bulk of Situational Awareness portfolio after AI stock losses: WSJ (Blockspace) +20.46%
Jul-28-26 09:46AM	Needham keeps Applied Digital at Buy with $83 target after Q4 results (Blockspace)
09:44AM	B. Riley keeps $66 Applied Digital target after fiscal Q4 EBITDA beat (Blockspace)
09:05AM	Applied Digital revenue quadruples on AI data center demand (Proactive)
01:00AM	Applied Digital Corp (APLD) Q4 2026 Earnings Call Highlights: Record Revenue Surge Amid ... (GuruFocus.com)
Jul-27-26 11:58PM	APLD Stock Is Back In The Green Overnight: Whats Behind The 3% Jump? (Stocktwits)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Cummins Wes	CEO; Chairman	Oct 16 '26	Buy	18.04	55,803	1,006,686	5,874,453	Oct 19 07:11 AM
Zhang Jason Gechen	President	Oct 16 '26	Buy	18.86	300,000	5,658,000	2,839,227	Oct 19 07:06 AM
Nottenburg Richard N	Director	Oct 13 '26	Sale	21.84	31,250	682,500	102,128	Oct 15 05:02 PM
RICHARD N NOTTENBURG	Director	Oct 13 '26	Proposed Sale	22.44	62,500	1,402,500		Oct 13 04:09 PM
Nottenburg Richard N	Director	Aug 04 '26	Sale	31.15	75,000	2,336,250	133,378	Aug 06 04:52 PM
RICHARD N NOTTENBURG	Director	Aug 04 '26	Proposed Sale	31.15	75,000	2,336,108		Aug 04 04:20 PM
Nottenburg Richard N	Director	Apr 30 '26	Sale	34.59	12,500	432,375	208,378	Apr 30 04:56 PM
Nottenburg Richard N	Director	Apr 28 '26	Sale	32.00	12,500	400,000	220,878	Apr 30 04:56 PM
RICHARD N NOTTENBURG	Director	Apr 30 '26	Proposed Sale	34.59	12,500	432,396		Apr 30 04:07 PM
MILLER DOUGLAS S	Director	Apr 27 '26	Sale	34.98	10,000	349,800	184,859	Apr 28 05:24 PM
RICHARD N NOTTENBURG	Director	Apr 28 '26	Proposed Sale	32.00	12,500	400,000		Apr 28 04:09 PM
DOUGLAS MILLER	Director	Apr 27 '26	Proposed Sale	34.98	10,000	349,809		Apr 27 04:07 PM
HASTINGS CHUCK	Director	Jan 29 '26	Sale	38.57	45,987	1,773,719	388,372	Jan 30 05:05 PM
HASTINGS CHUCK	Director	Jan 29 '26	Proposed Sale	38.76	100,000	3,876,000		Jan 29 02:42 PM
Cummins Wes	CEO; Chairman	Jan 16 '26	Sale	36.42	165,000	6,009,300	4,176,329	Jan 16 05:23 PM
WES CUMMINS	Officer	Jan 16 '26	Proposed Sale	36.42	165,000	6,009,052		Jan 16 05:00 PM
Nottenburg Richard N	Director	Jan 15 '26	Sale	35.45	12,000	425,400	233,378	Jan 16 04:16 PM
Nottenburg Richard N	Director	Jan 14 '26	Sale	35.28	11,606	409,460	245,378	Jan 16 04:16 PM
RICHARD N NOTTENBURG	Director	Jan 15 '26	Proposed Sale	35.45	12,000	425,406		Jan 15 04:30 PM
MILLER DOUGLAS S	Director	Jan 12 '26	Sale	38.54	10,000	385,400	200,859	Jan 14 04:27 PM
RICHARD N NOTTENBURG	Director	Jan 14 '26	Proposed Sale	35.28	11,606	409,482		Jan 14 04:05 PM
DOUGLAS MILLER	Director	Jan 12 '26	Proposed Sale	38.54	10,000	385,410		Jan 12 04:07 PM
MILLER DOUGLAS S	Director	Nov 28 '25	Sale	26.98	8,000	215,840	210,859	Dec 02 04:20 PM
DOUGLAS MILLER	Director	Nov 28 '25	Proposed Sale	26.98	8,000	215,840		Nov 28 01:05 PM
Benson Ella G.	Director	Nov 24 '25	Sale	23.22	8,581	199,251	68,422	Nov 25 04:11 PM
ELLA BENSON	Director	Nov 24 '25	Proposed Sale	21.09	8,581	180,973		Nov 24 04:22 PM
HASTINGS CHUCK	Director	Oct 29 '25	Sale	35.69	50,000	1,784,500	451,612	Oct 31 04:48 PM
HASTINGS CHUCK	Director	Oct 31 '25	Sale	34.27	25,000	856,750	426,612	Oct 31 04:48 PM
Benson Ella G.	Director	Oct 29 '25	Sale	35.30	42,569	1,502,686	69,256	Oct 31 04:43 PM
Nottenburg Richard N	Director	Oct 31 '25	Sale	35.91	9,375	336,656	249,237	Oct 31 04:32 PM
Nottenburg Richard N	Director	Oct 30 '25	Sale	34.80	5,000	174,000	258,612	Oct 31 04:32 PM
RICHARD N NOTTENBURG	Director	Oct 31 '25	Proposed Sale	35.91	9,375	336,626		Oct 31 04:07 PM
RICHARD N NOTTENBURG	Director	Oct 30 '25	Proposed Sale	34.80	5,000	173,992		Oct 30 04:20 PM
ELLA BENSON	Director	Oct 29 '25	Proposed Sale	35.30	42,569	1,502,549		Oct 29 04:08 PM
Mohmand Mohammad Saidal LaVanw	Chief Financial Officer	Oct 24 '25	Sale	34.08	100,000	3,408,000	158,912	Oct 28 05:11 PM
Mohmand Mohammad Saidal LaVanw	Chief Financial Officer	Oct 28 '25	Sale	36.47	37,503	1,367,734	121,409	Oct 28 05:11 PM
MOHAMMAD SAIDAL MOHMAND	Officer	Oct 28 '25	Proposed Sale	36.56	37,503	1,371,113		Oct 28 05:06 PM
Nottenburg Richard N	Director	Oct 24 '25	Sale	33.23	34,375	1,142,281	263,612	Oct 28 04:26 PM
HASTINGS CHUCK	Director	Oct 28 '25	Proposed Sale	35.08	200,000	7,016,000		Oct 28 04:17 PM
Lee Rachel H.	Director	Oct 24 '25	Sale	33.20	24,213	803,872	59,400	Oct 28 04:17 PM
MOHAMMAD SAIDAL MOHMAND	Officer	Oct 24 '25	Proposed Sale	33.23	100,000	3,323,000		Oct 24 05:10 PM
RACHEL LEE	Director	Oct 24 '25	Proposed Sale	33.20	24,213	803,753		Oct 24 05:03 PM
RICHARD N NOTTENBURG	Director	Oct 24 '25	Proposed Sale	33.23	34,375	1,142,281		Oct 24 04:23 PM

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

ChairmanMr. Wesley Cummins

Co-Founder & PresidentMr. Jason Zhang

Chief Financial OfficerMr. Mohammad Saidal L. Mohmand

Chief Operating OfficerMs. Laura Laltrello

Chief Compliance Officer & General CounselMr. Mark Chavez

Open in Screener

CLM

Cornerstone Strategic Investment Fund Inc

6.23

Oct 21 • 3:59 PM ET +0.06 (0.97%)

6.23

Aftermarket • 7:59 PM ET +0.00 (0.02%)

Financial Closed-End Fund - Equity USA Small AMEX

CLM Cornerstone Strategic Investment Fund Inc daily Stock Chart

Peers: EXG ETB CRF CSQ ETJ

| Held by: THRV

Index	-
Market Cap	1.93B
Enterprise Value	-
Income	-
Sales	-
Book/sh	-
Cash/sh	-
Dividend Est.	-
Dividend TTM	1.46 (23.50%)
Dividend Ex-Date	Nov 13, 2026
Dividend Gr. 3/5Y	-12.32% -7.99%
Payout	-
Employees	-
IPO	Jun 23, 1987

P/E	-
Forward P/E	-
PEG	-
P/S	-
P/B	-
P/C	-
P/FCF	-
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	-
Debt/Eq	-
LT Debt/Eq	-
Option/Short	No / Yes

EPS (ttm)	-
EPS next Y	-
EPS next Q	-
EPS this Y	-
EPS next Y	-
EPS next 5Y	-
EPS past 3/5Y	- -
Sales past 3/5Y	- -
EPS Y/Y TTM	-
Sales Y/Y TTM	-
EPS Q/Q	-
Sales Q/Q	-
Earnings	-
EPS/Sales Surpr.	- -

Insider Own	-
Insider Trans	-
Inst Own	14.55%
Inst Trans	-
ROA	-
ROE	-
ROIC	-
Gross Margin	-
Oper. Margin	-
Profit Margin	-
SMA20	-2.52%
SMA50	-5.21%
SMA200	-15.45%
Trades

Shs Outstand	309.68M
Shs Float	309.66M
Short Float	10.22%
Short Ratio	14.51
Short Interest	31.66M
52W High	8.53 -26.96%
52W Low	6.07 2.64%
Volatility	1.90% 1.52%
ATR (14)	0.11
RSI (14)	37.76
Beta	1.20
Rel Volume	0.64
Avg Volume	2.18M
Volume	1,388,626

Perf Week	-3.11%
Perf Month	-2.04%
Perf Quarter	-12.99%
Perf Half Y	-16.60%
Perf YTD	-25.48%
Perf Year	-23.75%
Perf 3Y	-9.97%
Perf 5Y	-52.98%
Perf 10Y	-55.97%
Recom	-
Target Price	-
Prev Close	6.17
Price	6.23
Change %	0.97%

Aug-17-26 09:15AM	Cornerstone Funds Announce Continuing Monthly Distributions for 2026 and Distribution Percentage for 2027 (GlobeNewswire) -5.58%
May-08-26 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Mar-04-26 04:30PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-13-26 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Nov-07-25 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2026 (GlobeNewswire)
09:15AM	Loading…
Aug-04-25 09:15AM	Cornerstone Funds Announce Continuing Monthly Distributions for 2025 and Distribution Percentage for 2026 (GlobeNewswire)
May-19-25 09:15AM	Cornerstone Strategic Investment Fund, Inc. Announces Completion of Rights Offering (GlobeNewswire)
May-12-25 06:00PM	Consolidated Lithium Extends Closing of Private Placement Financing (GlobeNewswire)
May-09-25 04:57PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Apr-23-25 05:18PM	XPAY: 20% Managed Distribution On S&P 500 Exposure (Seeking Alpha)
12:47PM	Weekly Closed-End Fund Roundup: CUBA Jumping On CLO Bandwagon (April 13, 2025) (Seeking Alpha)
06:01AM	Cornerstone CEF Rights Offerings Are Back (Seeking Alpha)
Apr-11-25 09:12AM	CLM: Runoff Dividends, Not For Reinvestment (Seeking Alpha)
Apr-10-25 04:30PM	Cornerstone Strategic Investment Fund, Inc. Announces Rights Offering (GlobeNewswire)
04:15PM	Cornerstone Total Return Fund, Inc. Announces Rights Offering (GlobeNewswire)
10:07AM	Loading…
10:07AM	5 Rocking Income Funds To Consider In This Market Correction (Seeking Alpha)
Mar-04-25 04:45PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-07-25 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Nov-22-24 04:15PM	Cornerstone Strategic Value Fund, Inc. Announces Name Change (GlobeNewswire)
Nov-01-24 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2025 (GlobeNewswire)
Aug-02-24 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2024 and Distribution Percentage for 2025 (GlobeNewswire) -5.74%
May-03-24 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Mar-01-24 09:00AM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-12-24 09:00AM	Cornerstone Funds Announce Continuing Monthly Distributions and Change in March 2024 Payable Date (GlobeNewswire)
Nov-03-23 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2024 (GlobeNewswire)
Aug-04-23 07:00PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2023 and Distribution Percentage for 2024 (GlobeNewswire)
May-05-23 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Mar-01-23 05:01PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-13-23 08:38AM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Nov-04-22 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2023 (GlobeNewswire)
04:30PM	Loading…
Aug-12-22 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2022 and Distribution Percentage for 2023 (GlobeNewswire)
Jun-13-22 09:15AM	Cornerstone Strategic Value Fund, Inc. Announces Completion Of Rights Offering (GlobeNewswire) -9.59%
May-23-22 09:10AM	Cornerstone Strategic Value Fund, Inc. Announces the Resumption of its Rights Offering and Change in June 2022 Distribution Record Date (GlobeNewswire) -7.52%
May-16-22 09:16AM	Cornerstone Strategic Value Fund, Inc. Announces the Suspension of its Rights Offering (GlobeNewswire) +12.08%
May-13-22 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Apr-08-22 09:15AM	Cornerstone Total Return Fund, Inc. Announces Rights Offering (GlobeNewswire)
09:15AM	Cornerstone Strategic Value Fund, Inc. Announces Rights Offering (GlobeNewswire)
Mar-02-22 05:22PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-14-22 08:30AM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Jan-27-22 12:42PM	Market strategist: Value stocks 'do have lots of room to grow' (Yahoo Finance Video)
Jan-18-22 09:38AM	N.E.W. Advisory Services LLC Buys VANGUARD BD IDX FD, Nicolet Bankshares Inc, Vanguard FTSE ... (GuruFocus.com)
Nov-05-21 04:31PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2022 (GlobeNewswire)
Aug-06-21 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2021 And Distribution Percentage for 2022 (GlobeNewswire)
May-17-21 09:20AM	Cornerstone Total Return Fund, Inc. Announces Completion of Rights Offering (GlobeNewswire)
09:20AM	Cornerstone Strategic Value Fund, Inc. Announces Completion of Rights Offering (GlobeNewswire)
May-07-21 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Apr-06-21 04:30PM	Cornerstone Total Return Fund, Inc. Announces Rights Offering (GlobeNewswire)
04:30PM	Cornerstone Strategic Value Fund, Inc. Announces Rights Offering (GlobeNewswire)
Mar-04-21 06:39PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-05-21 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Dec-31-20 10:42AM	What Is a Closed-End Fund? The ABCs of CEFs (Kiplinger)
Nov-06-20 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2021 (GlobeNewswire)
Aug-07-20 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2020 and Distribution Percentage for 2021 (GlobeNewswire)
May-08-20 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Feb-28-20 04:45PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire) +9.37%
Feb-07-20 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Nov-01-19 06:28PM	Cornerstone Funds Announce Continuing Monthly Distributions And Reset Distribution Amounts For 2020 (GlobeNewswire)
Aug-09-19 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2019 and Distribution Percentage for 2020 (GlobeNewswire)
May-10-19 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Approval of New Investment Management Agreements (GlobeNewswire)
Mar-07-19 04:30PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-08-19 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Nov-09-18 04:20PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2019 (GlobeNewswire)
Aug-10-18 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2018 and Distribution Percentage for 2019 (GlobeNewswire)
Jul-23-18 09:15AM	Cornerstone Total Return Fund, Inc. Announces Completion of Rights Offering (GlobeNewswire)
09:15AM	Cornerstone Strategic Value Fund, Inc. Announces Completion of Rights Offering (GlobeNewswire)
Jul-06-18 07:15AM	Stock Performance Review on Cornerstone Strategic Value Fund and Three Other Asset Management Stocks (ACCESSWIRE)
Jun-19-18 09:15AM	Cornerstone Total Return Fund, Inc. Announces the Commencement of Its Rights Offering (GlobeNewswire)
09:15AM	Cornerstone Strategic Value Fund, Inc. Announces the Commencement of Its Rights Offering (GlobeNewswire)
Jun-07-18 05:20PM	Cornerstone Strategic Value Fund, Inc. Announces Record Date for Rights Offering (GlobeNewswire)
Jun-01-18 07:25AM	Free Pre-Market Technical Recap on Federated Investors and Three Additional Asset Management Stocks (ACCESSWIRE)
May-11-18 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire) -8.65%
Feb-15-18 05:09PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-09-18 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Nov-10-17 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2018 (GlobeNewswire)
Aug-28-17 09:15AM	Cornerstone Total Return Fund, Inc. Announces Completion of Rights Offering (GlobeNewswire)
09:15AM	Cornerstone Strategic Value Fund, Inc. Announces Completion of Rights Offering (GlobeNewswire)
Aug-11-17 05:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2017 and Distribution Percentage for 2018 (GlobeNewswire)
Jul-18-17 09:15AM	Cornerstone Total Return Fund, Inc. Announces the Commencement of Its Rights Offering (GlobeNewswire)
Jul-07-17 05:17PM	Cornerstone Strategic Value Fund, Inc. Announces Record Date for Rights Offering and Change in August 2017 Distribution Record Date (GlobeNewswire)
May-12-17 05:19PM	Cornerstone Funds Announce Continuing Monthly Distributions (Marketwired)
Mar-16-17 01:19PM	This Algo Is Bullish On Banks And Tech (Benzinga)
Mar-02-17 09:33AM	Cornerstone Funds File Their Annual Reports (Marketwired)
Feb-10-17 04:56PM	Cornerstone Funds Announce Continuing Monthly Distributions (Marketwired)
Nov-04-16 04:15PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2017 (Marketwired)
Oct-24-16 09:23AM	Cornerstone Total Return Fund, Inc. Announces Completion of Rights Offering (Marketwired)
09:15AM	Cornerstone Strategic Value Fund, Inc. Announces Completion of Rights Offering (Marketwired)
Sep-19-16 05:13PM	Cornerstone Total Return Fund, Inc. Announces the Commencement of Its Rights Offering (Marketwired)
05:01PM	Cornerstone Strategic Value Fund, Inc. Announces the Commencement of Its Rights Offering (Marketwired)
Sep-13-16 04:15PM	Cornerstone Total Return Fund, Inc. Announces Record Date for Rights Offering (Marketwired)
04:15PM	Cornerstone Strategic Value Fund, Inc. Announces Record Date for Rights Offering (Marketwired)
Aug-05-16 05:41PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2016 and Distribution Percentage for 2017 (Marketwired)
May-13-16 07:52AM	Retail sales post solid gain, Apple's big move in China (Yahoo Finance)
May-12-16 08:04AM	Wall Street aims for a comeback, Brazil's impeachment battle (Yahoo Finance)
May-06-16 04:15PM	Cornerstone Funds Announce Continuing Monthly Distributions (Marketwired)
Mar-02-16 04:15PM	Cornerstone Funds File Their Annual Reports (Marketwired)
Feb-12-16 04:15PM	Cornerstone Funds Announce Continuing Monthly Distributions (Marketwired)
Jan-14-16 07:00AM	A Mixed Year in Closed-End Funds (Morningstar)
Dec-08-15 01:09PM	CORNERSTONE STRATEGIC VALUE FUND INC Financials
Nov-16-15 08:10AM	What does the Data point to - Research on Sodastream, Cornerstone Strategic Value Fund, EZCORP and Destination XL Group (Accesswire)
Nov-13-15 04:15PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2016 (Marketwired)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Bradshaw Joshua	Vice Chairman and President	Oct 20 '26	Buy	6.08	16,000	97,280	20,356	Oct 21 05:00 PM
Greer Peter	Director	Aug 31 '26	Buy	6.63	1,500	9,945	1,500	Sep 01 05:10 PM

Cornerstone Strategic Value Fund, Inc. is a closed-ended equity mutual fund launched and managed by Cornerstone Advisors, Inc. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value and growth stocks of companies. It also invests through other closed-end investment companies and ETF's. Cornerstone Strategic Value Fund, Inc. was formed on May 1, 1987 and is domiciled in the United States.

Open in Screener

CRF

Cornerstone Total Return Fund

5.96

Oct 21 • 3:59 PM ET +0.09 (1.53%)

5.96

Aftermarket • 7:30 PM ET 0.00 (0.00%)

Financial Closed-End Fund - Equity USA Small AMEX

CRF Cornerstone Total Return Fund daily Stock Chart

Peers: CLM CSQ ETB ETV BST

| Held by: THRV

Index	-
Market Cap	1.01B
Enterprise Value	-
Income	-
Sales	-
Book/sh	-
Cash/sh	-
Dividend Est.	-
Dividend TTM	1.41 (23.72%)
Dividend Ex-Date	Nov 13, 2026
Dividend Gr. 3/5Y	-12.22% -8.25%
Payout	-
Employees	-
IPO	Nov 05, 1987

P/E	-
Forward P/E	-
PEG	-
P/S	-
P/B	-
P/C	-
P/FCF	-
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	-
Debt/Eq	-
LT Debt/Eq	-
Option/Short	No / Yes

EPS (ttm)	-
EPS next Y	-
EPS next Q	-
EPS this Y	-
EPS next Y	-
EPS next 5Y	-
EPS past 3/5Y	- -
Sales past 3/5Y	- -
EPS Y/Y TTM	-
Sales Y/Y TTM	-
EPS Q/Q	-
Sales Q/Q	-
Earnings	-
EPS/Sales Surpr.	- -

Insider Own	-
Insider Trans	-
Inst Own	15.76%
Inst Trans	-
ROA	-
ROE	-
ROIC	-
Gross Margin	-
Oper. Margin	-
Profit Margin	-
SMA20	-2.32%
SMA50	-5.44%
SMA200	-15.46%
Trades

Shs Outstand	168.89M
Shs Float	168.88M
Short Float	10.23%
Short Ratio	11.59
Short Interest	17.28M
52W High	8.16 -26.96%
52W Low	5.82 2.41%
Volatility	2.41% 1.63%
ATR (14)	0.11
RSI (14)	38.03
Beta	1.25
Rel Volume	0.81
Avg Volume	1.49M
Volume	1,196,021

Perf Week	-1.81%
Perf Month	-2.93%
Perf Quarter	-14.24%
Perf Half Y	-16.64%
Perf YTD	-25.59%
Perf Year	-25.03%
Perf 3Y	-12.74%
Perf 5Y	-53.80%
Perf 10Y	-57.25%
Recom	-
Target Price	-
Prev Close	5.87
Price	5.96
Change %	1.53%

Aug-17-26 09:15AM	Cornerstone Funds Announce Continuing Monthly Distributions for 2026 and Distribution Percentage for 2027 (GlobeNewswire) -5.40%
May-08-26 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Mar-04-26 04:30PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-13-26 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire) -5.26%
Nov-07-25 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2026 (GlobeNewswire)
09:15AM	Loading…
Aug-04-25 09:15AM	Cornerstone Funds Announce Continuing Monthly Distributions for 2025 and Distribution Percentage for 2026 (GlobeNewswire)
May-19-25 09:15AM	Cornerstone Total Return Fund, Inc. Announces Completion Of Rights Offering (GlobeNewswire)
May-09-25 04:57PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
May-02-25 04:23PM	Time To Raise Cash And Prepare For The Next Crash (Seeking Alpha)
Apr-23-25 06:01AM	Cornerstone CEF Rights Offerings Are Back (Seeking Alpha)
Apr-10-25 04:30PM	Cornerstone Strategic Investment Fund, Inc. Announces Rights Offering (GlobeNewswire)
04:15PM	Cornerstone Total Return Fund, Inc. Announces Rights Offering (GlobeNewswire)
10:07AM	5 Rocking Income Funds To Consider In This Market Correction (Seeking Alpha)
Mar-04-25 04:45PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-07-25 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
04:30PM	Loading…
Nov-01-24 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2025 (GlobeNewswire)
Aug-02-24 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2024 and Distribution Percentage for 2025 (GlobeNewswire) -7.18%
May-03-24 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Mar-01-24 09:00AM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-12-24 09:00AM	Cornerstone Funds Announce Continuing Monthly Distributions and Change in March 2024 Payable Date (GlobeNewswire)
Nov-03-23 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2024 (GlobeNewswire)
Aug-04-23 07:00PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2023 and Distribution Percentage for 2024 (GlobeNewswire)
May-05-23 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Mar-01-23 05:01PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-13-23 08:38AM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Nov-04-22 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2023 (GlobeNewswire)
Aug-12-22 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2022 and Distribution Percentage for 2023 (GlobeNewswire)
Jun-13-22 09:15AM	Cornerstone Total Return Fund, Inc. Announces Completion Of Rights Offering (GlobeNewswire)
May-23-22 09:10AM	Cornerstone Total Return Fund, Inc. Announces the Resumption of Its Rights Offering and Change in June 2022 Distribution Record Date (GlobeNewswire) -10.19%
May-16-22 09:17AM	Cornerstone Total Return Fund, Inc. Announces the Suspension of its Rights Offering (GlobeNewswire) +13.59%
04:30PM	Loading…
May-13-22 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Apr-08-22 09:15AM	Cornerstone Total Return Fund, Inc. Announces Rights Offering (GlobeNewswire)
Mar-02-22 05:22PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-14-22 08:30AM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Nov-05-21 04:31PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2022 (GlobeNewswire)
Aug-06-21 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2021 And Distribution Percentage for 2022 (GlobeNewswire)
May-17-21 09:20AM	Cornerstone Total Return Fund, Inc. Announces Completion of Rights Offering (GlobeNewswire)
09:20AM	Cornerstone Strategic Value Fund, Inc. Announces Completion of Rights Offering (GlobeNewswire)
May-07-21 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Apr-06-21 04:30PM	Cornerstone Total Return Fund, Inc. Announces Rights Offering (GlobeNewswire)
04:30PM	Cornerstone Strategic Value Fund, Inc. Announces Rights Offering (GlobeNewswire)
Mar-04-21 06:39PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-05-21 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Nov-06-20 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2021 (GlobeNewswire)
Aug-07-20 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2020 and Distribution Percentage for 2021 (GlobeNewswire)
May-08-20 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Feb-28-20 04:45PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire) +8.44%
Feb-07-20 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Nov-01-19 06:28PM	Cornerstone Funds Announce Continuing Monthly Distributions And Reset Distribution Amounts For 2020 (GlobeNewswire)
Aug-09-19 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2019 and Distribution Percentage for 2020 (GlobeNewswire)
May-10-19 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Approval of New Investment Management Agreements (GlobeNewswire)
Mar-07-19 04:30PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-08-19 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Nov-09-18 04:20PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2019 (GlobeNewswire)
Aug-10-18 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2018 and Distribution Percentage for 2019 (GlobeNewswire)
Jul-23-18 09:15AM	Cornerstone Total Return Fund, Inc. Announces Completion of Rights Offering (GlobeNewswire)
09:15AM	Cornerstone Strategic Value Fund, Inc. Announces Completion of Rights Offering (GlobeNewswire)
Jun-19-18 09:15AM	Cornerstone Total Return Fund, Inc. Announces the Commencement of Its Rights Offering (GlobeNewswire)
09:15AM	Cornerstone Strategic Value Fund, Inc. Announces the Commencement of Its Rights Offering (GlobeNewswire)
Jun-07-18 05:20PM	Cornerstone Total Return Fund, Inc. Announces Record Date for Rights Offering (GlobeNewswire)
05:20PM	Cornerstone Strategic Value Fund, Inc. Announces Record Date for Rights Offering (GlobeNewswire)
May-11-18 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire) -8.04%
Feb-15-18 05:09PM	Cornerstone Funds File Their Annual Reports (GlobeNewswire)
Feb-09-18 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions (GlobeNewswire)
Jan-31-18 07:35AM	Market Trends Toward New Normal in Cornerstone Strategic Return Fund, Acacia Communications, PennantPark Floating Rate Capital, Floor & Decor, Liberty Media, and Apollo Endosurgery Emerging Consolidated Expectations, Analyst Ratings (GlobeNewswire)
Jan-25-18 11:03AM	CSE New Listing - Coronet Metals Commences Trading on the Canadian Securities Exchange - Video News Alert on InvestmentPitch.com (Newsfile)
Nov-10-17 04:30PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2018 (GlobeNewswire)
Aug-28-17 09:15AM	Cornerstone Total Return Fund, Inc. Announces Completion of Rights Offering (GlobeNewswire)
09:15AM	Cornerstone Strategic Value Fund, Inc. Announces Completion of Rights Offering (GlobeNewswire)
Aug-11-17 05:30PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2017 and Distribution Percentage for 2018 (GlobeNewswire)
Jul-18-17 09:15AM	Cornerstone Total Return Fund, Inc. Announces the Commencement of Its Rights Offering (GlobeNewswire)
Jul-07-17 05:17PM	Cornerstone Strategic Value Fund, Inc. Announces Record Date for Rights Offering and Change in August 2017 Distribution Record Date (GlobeNewswire)
05:14PM	Cornerstone Total Return Fund, Inc. Announces Record Date for Rights Offering and Change in August 2017 Distribution Record Date (GlobeNewswire)
May-12-17 05:19PM	Cornerstone Funds Announce Continuing Monthly Distributions (Marketwired)
Mar-02-17 09:33AM	Cornerstone Funds File Their Annual Reports (Marketwired)
Feb-10-17 04:56PM	Cornerstone Funds Announce Continuing Monthly Distributions (Marketwired)
Jan-19-17 01:07PM	Pape-Dawson CEO joins Frost board, Graham Weston could be next (bizjournals.com)
Dec-02-16 01:04PM	CORNERSTONE TOTAL RETURN FUND INC Financials
Nov-04-16 04:15PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2017 (Marketwired)
Oct-24-16 09:23AM	Cornerstone Total Return Fund, Inc. Announces Completion of Rights Offering (Marketwired)
09:15AM	Cornerstone Strategic Value Fund, Inc. Announces Completion of Rights Offering (Marketwired)
Sep-19-16 05:13PM	Cornerstone Total Return Fund, Inc. Announces the Commencement of Its Rights Offering (Marketwired)
05:01PM	Cornerstone Strategic Value Fund, Inc. Announces the Commencement of Its Rights Offering (Marketwired)
Sep-13-16 04:15PM	Cornerstone Total Return Fund, Inc. Announces Record Date for Rights Offering (Marketwired)
04:15PM	Cornerstone Strategic Value Fund, Inc. Announces Record Date for Rights Offering (Marketwired)
Aug-29-16 10:58AM	Retired Boca Raton Nurse sues Broker following losses in retirement savings (PR Newswire)
Aug-05-16 05:41PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2016 and Distribution Percentage for 2017 (Marketwired)
May-06-16 04:15PM	Cornerstone Funds Announce Continuing Monthly Distributions (Marketwired)
Mar-02-16 04:15PM	Cornerstone Funds File Their Annual Reports (Marketwired)
Feb-12-16 04:15PM	Cornerstone Funds Announce Continuing Monthly Distributions (Marketwired)
Nov-13-15 04:15PM	Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2016 (Marketwired)
Aug-17-15 09:17AM	Cornerstone Total Return Fund, Inc. Announces Completion of Rights Offering (Marketwired)
Aug-13-15 07:00AM	Some CEFs Are Getting a One-Time Boost to NAV (Morningstar)
Aug-07-15 04:15PM	Cornerstone Funds Announce Continuing Monthly Distributions for 2015 and Distribution Percentage for 2016 (Marketwired)
Jul-16-15 04:25PM	Cornerstone Total Return Fund, Inc. Announces the Commencement of Its Rights Offering (Marketwired)
Jul-06-15 04:15PM	Cornerstone Total Return Fund, Inc. Announces Record Date for Rights Offering (Marketwired)
Jun-26-15 07:01PM	Cornerstone Strategic Value Fund, Inc. and Cornerstone Progressive Return Fund Announce Completion of Merger (Marketwired)
May-29-15 12:56PM	Cornerstone Strategic Value Fund, Inc. and Cornerstone Progressive Return Fund Announce Approval of Merger (Marketwired)
May-15-15 05:23PM	Cornerstone Progressive Return Fund Announces Continuing Monthly Distributions and Change in June 2015 Payable Date (Marketwired)
05:11PM	Cornerstone Funds Announce Continuing Monthly Distributions (Marketwired)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Bradshaw Joshua	Vice Chairman and President	Oct 20 '26	Buy	5.88	20,000	117,600	20,484	Oct 21 05:00 PM
Greer Peter	Director	Aug 31 '26	Buy	6.41	1,500	9,608	1,501	Sep 01 05:08 PM

Cornerstone Total Return Fund, Inc. is a closed-ended equity mutual fund launched and managed by Cornerstone Advisors, Inc. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value and growth stocks of companies across all market capitalizations. The fund also invests through other closed-end investment companies and ETFs. It benchmarks the performance of its portfolio against the S&P 500 Index. Cornerstone Total Return Fund, Inc. was formed on March 16, 1973 and is domiciled in the United States.

Chief Compliance OfficerBenjamin Vogt Mollozzi

Open in Screener

DX

Dynex Capital Inc

11.05

Oct 21 • 3:59 PM ET +0.09 (0.82%)

11.10

Aftermarket • 7:59 PM ET +0.05 (0.45%)

Real Estate REIT - Mortgage USA Mid NYSE

Peers: AGNC ARR NLY ORC IVR EFC CHMI RITM MFA PMT

| Held by: VTI IWM VXF IWN REM MORT VTWO SCHA KBWD FREI

Index	RUT
Market Cap	2.74B
Enterprise Value	25.33B
Income	-60.58M
Sales	2.12B
Book/sh	10.94
Cash/sh	7.36
Dividend Est.	-
Dividend TTM	2.04 (18.46%)
Dividend Ex-Date	Oct 22, 2026
Dividend Gr. 3/5Y	8.63% 3.80%
Payout	80.98%
Employees	28
IPO	Feb 10, 1988

P/E	55.28
Forward P/E	6.79
PEG	0.28
P/S	1.29
P/B	1.01
P/C	1.50
P/FCF	11.59
EV/EBITDA	23.54
EV/Sales	11.95
Quick Ratio	0.06
Current Ratio	0.08
Debt/Eq	7.93
LT Debt/Eq	0.00
Option/Short	Yes / Yes

EPS (ttm)	0.20
EPS next Y	1.63
EPS next Q	0.38
EPS this Y	60.91%
EPS next Y	12.70%
EPS next 5Y	24.33%
EPS past 3/5Y	-7.98% -18.63%
Sales past 3/5Y	- 18.10%
EPS Y/Y TTM	-85.68%
Sales Y/Y TTM	376.19%
EPS Q/Q	-224.66%
Sales Q/Q	817.32%
Earnings	Oct 19 BMO
EPS/Sales Surpr.	-1.61% -10.50%

Insider Own	0.80%
Insider Trans	1.26%
Inst Own	48.57%
Inst Trans	7.04%
ROA	-0.24%
ROE	-1.99%
ROIC	-1.63%
Gross Margin	100.00%
Oper. Margin	33.12%
Profit Margin	-2.86%
SMA20	0.61%
SMA50	-8.13%
SMA200	-15.12%
Trades

Shs Outstand	258.43M
Shs Float	246.17M
Short Float	7.13%
Short Ratio	2.73
Short Interest	17.54M
52W High	14.93 -25.99%
52W Low	10.31 7.18%
Volatility	2.72% 2.84%
ATR (14)	0.31
RSI (14)	43.85
Beta	0.99
Rel Volume	1.36
Avg Volume	6.42M
Volume	8,706,352

Perf Week	1.94%
Perf Month	-8.68%
Perf Quarter	-12.30%
Perf Half Y	-19.81%
Perf YTD	-21.13%
Perf Year	-16.85%
Perf 3Y	4.89%
Perf 5Y	-33.80%
Perf 10Y	-43.33%
Recom	1.67
Target Price	12.60
Prev Close	10.96
Price	11.05
Change %	0.82%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-06-24	Initiated	Janney	Buy	$13.50
Apr-12-24	Initiated	Compass Point	Buy	$14.50
Dec-06-23	Initiated	UBS	Neutral	$12.50
Jan-09-23	Upgrade	Credit Suisse	Neutral → Outperform	$13.50 → $15.50
Jun-09-22	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$17 → $18.75
Dec-18-20	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$18
Nov-24-20	Initiated	BTIG Research	Buy
Jul-29-20	Upgrade	Ladenburg Thalmann	Neutral → Buy
Nov-26-19	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$15 → $17.50
May-02-19	Downgrade	Ladenburg Thalmann	Buy → Neutral
Mar-27-19	Initiated	Nomura	Buy
Apr-28-16	Downgrade	Ladenburg Thalmann	Buy → Neutral
Feb-18-16	Reiterated	Maxim Group	Buy	$8.25 → $7.75
Aug-10-15	Reiterated	Maxim Group	Buy	$9.50 → $8.75
Jul-20-15	Upgrade	MLV & Co	Hold → Buy	$9.05 → $8.50
Jun-17-15	Downgrade	BofA/Merrill	Neutral → Underperform
Apr-30-15	Downgrade	Compass Point	Buy → Neutral	$10 → $8.50
May-09-14	Downgrade	MLV & Co	Buy → Hold
Sep-17-13	Initiated	MLV & Co	Buy	$9
Sep-16-13	Initiated	Compass Point	Buy	$9.50

Show Previous Ratings

Oct-21-26 01:48AM	Dollar up slightly, other currencies see small moves ahead of central bank deluge (Investing.com)
Oct-20-26 05:24AM	Sterling today: Pound edges up as dollar consolidates (Investing.com)
01:44AM	Dollar falls as record Japanese bond auction lifts yen, pound surges on jobs data (Investing.com)
Oct-19-26 04:44PM	Dynex Capital, Inc. Q3 2026 Earnings Call Summary (Moby)
08:07AM	Dynex Capital: Q3 Earnings Snapshot (Associated Press)
08:00AM	Loading…
08:00AM	Dynex Capital, Inc. Announces Third Quarter 2026 Results (Business Wire)
04:54AM	Sterling today: Pound edges lower; AI jitters cloud dollar outlook (Investing.com)
12:47AM	Dollar holds steady as French unrest weighs on Euro (Investing.com)
Oct-18-26 09:34PM	Gold rises as Warsh remarks curb Fed hike bets (Investing.com)
Oct-16-26 12:50AM	U.S. dollar snaps four-week win streak, helping the euro halt a five-week slide (Investing.com)
Oct-15-26 09:56PM	Gold prices slip for the week as oil gains offset weaker dollar, U.S. bond rally (Investing.com)
05:30AM	Sterling today: Pound rises as UK growth beats forecasts, dollar retreats (Investing.com)
12:57AM	Dollar slips as U.S. bond rally offsets hot PPI; euro sees best day in two months (Investing.com)
Oct-14-26 10:24PM	Gold rebounds as yields dip, dollar softens despite hot U.S. inflation data (Investing.com)
12:40AM	Dollar firms to near 18-month high as hot CPI puts October Fed hike back in play (Investing.com)
12:07AM	Loading…
12:07AM	Asian stocks slip as China shares fall, oil risks and U.S. CPI weigh (Investing.com)
Oct-13-26 12:34AM	Dollar dips a day ahead of CPI, while euro rises and Indian rupee extends rally (Investing.com)
Oct-12-26 09:50PM	Gold prices mixed amid weaker dollar and subdued oil, focus now on U.S. CPI data (Investing.com)
04:15PM	Dynex Capital, Inc. Declares October Monthly Common Stock Dividend of $0.17 (Business Wire)
05:10AM	Sterling today: Pound edges up, euro slips as Fed bets back dollar (Investing.com)
12:33AM	Indian rupee surges as RBI deploys forex shield; euro, dollar holds ahead of CPI (Investing.com)
Oct-11-26 09:47PM	Gold dips as dollar firms, traders weigh energy truce, Mideast risks (Investing.com)
Oct-08-26 12:31AM	Euro limps toward fifth weekly loss as dollar pauses near 18-month highs (Investing.com)
12:31AM	Dollar pauses near 18-month high as U.S bond rout halts, euro rebounds slightly (Investing.com)
Oct-07-26 10:17PM	Gold steadies after nine-week low as Hormuz tensions lift Fed hike bets (Investing.com)
12:21AM	Dollar rises as Fed minutes reinforce higher-for-longer rate outlook (Investing.com)
Oct-06-26 09:30PM	Gold extends declines as dollar firms; Fed minutes awaited (Investing.com)
12:26AM	Dollar near 18-month highs; ECBs Lane cautions on inflation pass-through (Investing.com)
Oct-05-26 09:23PM	Gold slips as dollar, Treasury yields offset fading Fed hike bets ahead of minutes (Investing.com)
04:15PM	Dynex Capital, Inc. Schedules Third Quarter 2026 Earnings Release and Conference Call (Business Wire)
05:04AM	Loading…
05:04AM	Sterling today: Pound slips as euro sell-off lifts dollar (Investing.com)
01:16AM	U.S. dollar ticks up as euro hits nearly 17-month low on France fiscal fears (Investing.com)
Oct-02-26 05:51AM	BofAs Hartnett sees risk-off mood lasting until dollar peaks (Investing.com)
01:36AM	Gold set for fifth negative week in six amid surging dollar, Treasury bond rout (Investing.com)
Oct-01-26 12:29AM	U.S. dollar hits highest since April 2025 while euro slides after French budget (Investing.com)
Sep-30-26 06:42AM	BCA raises dollar target on widening real-rate gap and resilient growth (Investing.com)
01:01AM	Dollar down after soft PCE, but still on track for best month since June (Investing.com)
Sep-29-26 11:14AM	Wells Fargo revises dollar, yen, euro estimates amid rate hike outlook (Investing.com)
Sep-28-26 11:37PM	Dollar firms, Aussie drops after RBA hike, and sterling slips on Burnham speech (Investing.com)
05:59AM	Sterling today: Pound edges higher as U.S. data tests dollar rally (Investing.com)
01:19AM	Dollar pinned at two-month high as bond rout extends, Fed rate hike bets rise (Investing.com)
Sep-27-26 09:43PM	Gold slips 4% to fall below $4,200 on firmer dollar, bond rout, and Fed hike bets (Investing.com)
Sep-24-26 11:08PM	Yen jumps as Trump shows concern over its weakness, dollar halts daily win streak (Investing.com)
09:42PM	Gold on track for weekly loss as Fed hike bets rise, dollar weighs (Investing.com)
Sep-22-26 05:25PM	Dynex Capital, Inc. Announces Pricing of Public Offering of Series D Fixed-Rate Cumulative Redeemable Preferred Stock (Business Wire)
Sep-21-26 07:05AM	Dynex Capital Inc's Dividend Analysis (GuruFocus.com)
Sep-14-26 06:24PM	Loonie holds near 12-day low as oil support fails to offset dollar strength (Investing.com)
06:47AM	Dollar at highest level in almost two weeks as Fed rate hike bets hit nearly 95% (Investing.com)
Sep-11-26 08:30AM	Dynex Capital, Inc. Declares Common and Preferred Stock Dividends (Business Wire)
Sep-01-26 10:54AM	Why JPM thinks rising bond yields wont derail the equity rally (Investing.com)
Aug-28-26 05:14PM	Canadian dollar slips as trade tensions, Fed outlook keep loonie under pressure (Investing.com)
Aug-27-26 10:28AM	Canadian dollar falls as traders weigh Fed outlook and U.S. dollar strength (Investing.com)
Aug-17-26 07:30AM	Why this Wall Street strategist says the "trade is long gold" (Investing.com)
Aug-11-26 04:15PM	Dynex Capital, Inc. Declares Monthly Common Stock Dividend of $0.17 (Business Wire)
11:05AM	Cherry Hill Mortgages 29% Premium Deal: $9B Merger Opens Door to Bigger Upside Quarterly Update Report (Exec Edge)
Aug-01-26 12:35AM	Treasury sell-off shows Fed must reinforce inflation credibility, Musalem says (Investing.com)
Jul-21-26 08:30AM	Dynex Capital, Inc. Q2 2026 Earnings Call Summary (Moby)
Jul-20-26 05:00PM	Dynex Capital Inc (DX) Q2 2026 Earnings Call Highlights: Strong Economic Return and Strategic ... (GuruFocus.com)
08:13AM	Dynex Capital: Q2 Earnings Snapshot (Associated Press)
08:00AM	Dynex Capital, Inc. Announces Second Quarter 2026 Results (Business Wire)
Jul-13-26 04:15PM	Dynex Capital, Inc. Declares Monthly Common Stock Dividend of $0.17 (Business Wire)
Jul-06-26 04:15PM	Dynex Capital, Inc. Schedules Second Quarter 2026 Earnings Release and Conference Call (Business Wire)
Jul-01-26 01:59AM	Dollar firms as U.S. economic data, Warsh comments keep rate hike bets elevated (Investing.com)
Jun-30-26 01:52AM	Yen hits 40-year low amid intervention fears (Investing.com)
Jun-27-26 11:05PM	Is the U.S. dollar debasement trade dead? (Investing.com)
Jun-26-26 11:12AM	UBS turns more bullish on U.S. dollar, sees euro and yen weakening further (Investing.com)
08:41AM	Barclays warns summer volatility may persist as September Fed hike odds rise (Investing.com)
Jun-16-26 04:15PM	Dynex Capital Appoints Douglas Neal to Its Board of Directors (Business Wire)
Jun-13-26 01:50AM	Trump denies claims IRS lawsuit was used to create $1.8 billion fund (Investing.com)
Jun-12-26 07:04AM	UBS cuts gold price forecasts on delayed Fed easing outlook (Investing.com)
Jun-11-26 04:15PM	Dynex Capital, Inc. Declares Common and Preferred Stock Dividends (Business Wire)
Jun-10-26 01:39AM	Dollar inches up in choppy session as traders parse Iran tensions, U.S. CPI data (Investing.com)
Jun-06-26 07:11PM	Goldman Sachs sees resilient U.S. economy, warns of slower consumer spending ahead (Investing.com)
05:08AM	Bitcoin rebounds above $60,000 after $1.6 billion liquidation-driven selloff (Investing.com)
Jun-04-26 08:03AM	This Stock Entices With A 15.9% Yield - But Is It Too Good To Be True? (Investor's Business Daily)
May-22-26 11:08PM	Goldman says pay attention to this important shift in FX market dynamics (Investing.com)
May-17-26 05:54AM	Fed hikes on the radar: Are EMs prepared? (Investing.com)
May-14-26 06:04PM	From war shock to fragile recovery: Why investors are still nervous? (Investing.com)
May-13-26 03:21PM	Senate confirms Kevin Warsh as Fed Chair amid rising inflation and policy shifts (Investing.com)
May-11-26 04:01PM	Dynex Capital, Inc. Declares Monthly Common Stock Dividend of $0.17 (Business Wire)
May-08-26 11:06AM	Japan spent billions to save Yen, but traders say currency crisis is far from over (Investing.com)
May-06-26 08:55AM	Sterling Today: Pound jumps as dollar sells off on Iran-Hormuz deal hopes (Investing.com)
Apr-23-26 09:44AM	US dollar faces uncertain path as markets shrug off war risks (Investing.com)
Apr-21-26 03:00AM	Dynex Capital Inc (DX) Q1 2026 Earnings Call Highlights: Navigating Market Volatility with ... (GuruFocus.com)
Apr-20-26 12:46PM	Dynex Capital, Inc. Q1 2026 Earnings Call Summary (Moby)
08:09AM	Dynex Capital: Q1 Earnings Snapshot (Associated Press)
07:59AM	Dynex Capital, Inc. Announces First Quarter 2026 Results (Business Wire)
Apr-13-26 04:01PM	Dynex Capital, Inc. Declares Monthly Common Stock Dividend of $0.17 (Business Wire)
03:54PM	Investors still skeptical about US dolLar strength amid geopolitical tensions (Investing.com)
Apr-07-26 09:18AM	TSX futures point lower with Trumps deadline fast approaching (Investing.com)
04:21AM	Sterling today: Pound weakens as White House deadline keeps dollar in demand (Investing.com)
Mar-31-26 04:01PM	Dynex Capital, Inc. Schedules First Quarter 2026 Earnings Release and Conference Call (Business Wire)
Mar-30-26 10:54AM	Bonds emerging as hedge amid Middle East tensions, says Citadel Securities (Investing.com)
Mar-26-26 05:46AM	Futures dip, oil tops $100 as Iran reviews U.S. peace plan - whats moving markets (Investing.com)
Mar-20-26 11:07PM	Why is oil priced in dollars? (Investing.com)
Mar-11-26 04:00PM	Dynex Capital, Inc. Declares Common and Preferred Stock Dividends (Business Wire)
Mar-07-26 07:44AM	Energy shock risks pushing EUR/USD toward 1.13 floor, says Morgan Stanley (Investing.com)
Mar-06-26 02:04PM	Feds Hammack says rates should stay on hold for quite some time (Investing.com)
Mar-04-26 10:10AM	Cherry Hill Mortgage: 15.2% Dividend Yield Meets Growth Potential Quarterly Update Report (Exec Edge)
Mar-01-26 05:26AM	U.S. dollar seen strengthening as U.S.-Israel strikes intensify (Investing.com)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BOSTON BYRON L	Co-CEO & Chairman of the Board	Oct 20 '26	Buy	10.89	9,180	99,970	892,747	Oct 21 04:07 PM
Popenoe Smriti Laxman	Co-CEO and President	Oct 20 '26	Buy	13.05	12,000	156,560	541,098	Oct 20 05:49 PM
Sartori Michael Andrew	Chief Financial Officer	Oct 20 '26	Buy	10.70	1,000	10,700	36,579	Oct 20 05:48 PM
Connelly Terrence John JR	Chief Investment Officer	Sep 25 '26	Buy	11.18	2,500	27,950	58,695	Sep 28 08:43 AM
Popenoe Smriti Laxman	Co-CEO and President	Feb 27 '26	Buy	12.19	2,000	24,380	550,626	Mar 30 05:33 PM

Dynex Capital, Inc. is an internally managed mortgage real estate investment trust. It engages in the business of investing in mortgage-backed securities. The company was founded on December 18, 1987 and is headquartered in Glen Allen, VA.

Co-CEO & Chairman of the BoardMr. Byron L. Boston

Co-CEOMs. Smriti Laxman Popenoe C.F.A.

Chief Financial OfficerMr. Michael Sartori

Chief Operating OfficerMs. Meakin Bennett

Chief Investment OfficerMr. Terrence J. Connelly Jr.

Open in Screener

FUL

H.B. Fuller Company

50.66

Oct 21 • 3:59 PM ET +0.09 (0.18%)

50.66

Aftermarket • 7:30 PM ET 0.00 (0.00%)

Basic Materials Specialty Chemicals USA Mid NYSE

FUL H.B. Fuller Company daily Stock Chart

Peers: RPM ASH AVNT KWR DD EMN AXTA CBT AVY MMM

| Held by: IJR VTI IWM VB DFSV DFAT VBR VXF SDY IWN

Index	RUT
Market Cap	2.73B
Enterprise Value	4.68B
Income	197.76M
Sales	3.55B
Book/sh	40.28
Cash/sh	1.81
Dividend Est.	0.81 (1.59%)
Dividend TTM	0.97 (1.91%)
Dividend Ex-Date	Oct 15, 2026
Dividend Gr. 3/5Y	7.92% 7.43%
Payout	33.79%
Employees	7100
IPO	Nov 01, 1982

P/E	14.11
Forward P/E	9.83
PEG	0.94
P/S	0.77
P/B	1.26
P/C	28.05
P/FCF	27.26
EV/EBITDA	8.00
EV/Sales	1.32
Quick Ratio	1.10
Current Ratio	1.82
Debt/Eq	0.95
LT Debt/Eq	0.95
Option/Short	Yes / Yes

EPS (ttm)	3.59
EPS next Y	5.15
EPS next Q	1.36
EPS this Y	14.39%
EPS next Y	6.22%
EPS next 5Y	10.42%
EPS past 3/5Y	-5.59% 3.11%
Sales past 3/5Y	-2.51% 4.48%
EPS Y/Y TTM	72.33%
Sales Y/Y TTM	1.48%
EPS Q/Q	18.45%
Sales Q/Q	5.17%
Earnings	Sep 23 AMC
EPS/Sales Surpr.	3.74% -0.78%

Insider Own	0.41%
Insider Trans	6.52%
Inst Own	105.66%
Inst Trans	-3.72%
ROA	3.73%
ROE	9.59%
ROIC	4.68%
Gross Margin	32.70%
Oper. Margin	11.31%
Profit Margin	5.56%
SMA20	0.79%
SMA50	-4.73%
SMA200	-13.76%
Trades

Shs Outstand	53.82M
Shs Float	53.61M
Short Float	5.35%
Short Ratio	3.78
Short Interest	2.87M
52W High	68.63 -26.18%
52W Low	46.70 8.48%
Volatility	2.41% 3.32%
ATR (14)	1.45
RSI (14)	46.53
Beta	0.97
Rel Volume	0.77
Avg Volume	759.20K
Volume	582,139

Perf Week	0.46%
Perf Month	-0.80%
Perf Quarter	-8.09%
Perf Half Y	-19.61%
Perf YTD	-14.80%
Perf Year	-15.97%
Perf 3Y	-24.37%
Perf 5Y	-27.50%
Perf 10Y	15.66%
Recom	1.44
Target Price	66.29
Prev Close	50.57
Price	50.66
Change %	0.18%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-26-26	Upgrade	JP Morgan	Neutral → Overweight	$67
May-27-26	Upgrade	JP Morgan	Underweight → Neutral	$58
Nov-21-25	Initiated	UBS	Neutral	$60
Oct-22-25	Upgrade	Citigroup	Neutral → Buy	$70
Sep-26-25	Upgrade	Seaport Research Partners	Neutral → Buy	$80
Apr-17-25	Upgrade	Robert W. Baird	Neutral → Outperform	$60
Mar-05-25	Downgrade	Seaport Research Partners	Buy → Neutral
Jan-06-25	Downgrade	Vertical Research	Buy → Hold
Mar-19-24	Initiated	Vertical Research	Buy	$88
Oct-17-23	Downgrade	Robert W. Baird	Outperform → Neutral	$80
Sep-11-23	Initiated	Citigroup	Neutral	$78
Feb-03-23	Upgrade	Citigroup	Neutral → Buy	$72 → $85
Jun-24-22	Downgrade	JP Morgan	Neutral → Underweight	$70 → $52
Apr-18-22	Upgrade	Deutsche Bank	Hold → Buy	$72 → $85
Apr-14-22	Upgrade	Robert W. Baird	Neutral → Outperform	$85
Jan-21-22	Downgrade	JP Morgan	Overweight → Neutral	$75 → $73
Jan-04-22	Downgrade	Robert W. Baird	Outperform → Neutral	$77 → $85
Jun-25-21	Downgrade	Citigroup	Buy → Neutral	$71 → $68
Jan-04-21	Upgrade	Robert W. Baird	Neutral → Outperform	$55 → $65
Dec-18-20	Upgrade	Citigroup	Neutral → Buy	$50 → $61

Show Previous Ratings

Oct-19-26 09:30AM	H.B. Fuller Rejects Ancora's Latest Acquisition Bid, Plans to Consider Selling Noncore Businesses (The Wall Street Journal)
08:00AM	H.B. Fuller Board Unanimously Rejects Second Unsolicited, Non-Binding Proposal for Building Adhesive Solutions Segment (Business Wire)
Oct-14-26 04:05PM	The One Thing To Settle Before Buying RPM Stock (Trefis)
Oct-09-26 07:28PM	RPM Stock Has One Thing Left To Prove (Trefis)
Oct-08-26 06:40PM	H.B. Fuller Announces Pricing of $850 Million Debt Offering (Business Wire)
11:35AM	Loading…
Oct-05-26 11:35AM	RPM International Reports Soon: How Has The Stock Reacted To Past Earnings? (Trefis)
Oct-01-26 10:50AM	H.B. Fuller Announces Quarterly Dividend (Business Wire)
Sep-29-26 09:05AM	Ancora raises bid for H.B. Fuller building unit to $1.4 billion, Bloomberg says (Investing.com)
Sep-28-26 07:37PM	ON Semiconductor Stock Looks Expensive Until You Price Its Fuller Factories (Trefis)
08:00AM	H.B. Fuller Appoints R. Jeffrey Bailly to Board of Directors (Business Wire)
Sep-24-26 11:00PM	H.B. Fuller Co (FUL) Q3 2026 Earnings Call Highlights: Strong Pricing Drives 21% EPS Growth and ... (GuruFocus.com)
08:30AM	H.B. Fuller Company Q3 2026 Earnings Call Summary (Moby)
Sep-23-26 04:05PM	H.B. Fuller Reports Third Quarter 2026 Results (Business Wire)
04:28AM	Cintas headlines Wednesday's earnings slate (MarketWatch)
03:38AM	Stock Market Today: Dow, S&P 500 and Nasdaq set for steady start as oil prices approach longest losing streak in over a year (MarketWatch)
03:44PM	Loading…
Sep-21-26 03:44PM	H.B. Fuller Introduces Kofinity Portfolio Featuring Fusion Bonded Spacers, Providing Maximum Performance in Window Seal Reliability (Business Wire)
03:44PM	H.B. Fuller Introduces Kfinity Portfolio Featuring Fusion Bonded Spacers, Providing Maximum Performance in Window Seal Reliability (Business Wire)
Sep-17-26 09:00AM	H.B. Fuller Announces 2026 Customer Innovation Award Winners Driving Advances in Infrastructure and Sustainable Packaging (Business Wire)
Sep-09-26 05:16PM	H.B. Fuller to Report Third Quarter 2026 Results on September 23, 2026 (Business Wire)
Aug-24-26 08:50AM	H.B. Fuller Shares Flat After Board Rejects Ancora's $1.2 Billion Adhesives Bid (InvestorsHub)
08:30AM	H.B. Fuller Board Unanimously Rejects Unsolicited Proposal from Ancora (Business Wire)
Aug-14-26 06:00AM	AMS secures shareholder support for planned sale to H.B. Fuller (MedTech Dive)
Aug-13-26 01:00PM	H.B. Fuller Announces AMS Shareholders Approve Proposed Acquisition (Business Wire)
Aug-12-26 05:31PM	H.B. Fuller Confirms Receipt of Unsolicited Proposal for Building Adhesive Solutions Segment (Business Wire)
03:12PM	Ancora Comfortable With Its Offer for H.B. Fuller Unit (Bloomberg)
Jul-16-26 11:12AM	H.B. Fuller Announces Quarterly Dividend (Business Wire)
Jul-13-26 11:03AM	MITER Brands Unveils New Triton Advanced Glass Systems Product Line (Business Wire)
Jul-08-26 07:38AM	Who Is the Right Buyer for Specialty Chemicals Maker Innospec? (Trefis)
Jun-25-26 07:00PM	H.B. Fuller Co (FUL) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
08:30AM	Ancora Condemns H.B. Fuller's Decision to Ignore Shareholder Opposition and Proceed with the Reckless Acquisition of Advanced Medical Solutions (Business Wire)
07:43AM	Loading…
07:43AM	Advanced Medical Solutions mulls £715m HB Fuller takeover bid (Medical Device Network)
07:08AM	H.B. Fuller Sees $55M Synergy Potential From AMS Deal But Investors Are Still Selling FUL Stock (Stocktwits)
04:17AM	Advanced Medical Solutions soars 16% as H.B. Fuller seals £715 million takeover (Investing.com)
02:10AM	H.B. Fuller Announces Offer to Acquire Advanced Medical Solutions (Business Wire)
Jun-24-26 04:05PM	H.B. Fuller Reports Second Quarter 2026 Results (Business Wire)
05:02AM	Micron headlines Wednesday's earnings (MarketWatch)
Jun-15-26 01:55PM	H.B. Fuller Sets 2030 Sustainability Targets, With Nearly 60% of Innovation Focused on Sustainable Solutions (Business Wire)
Jun-10-26 04:05PM	H.B. Fuller to Report Second Quarter 2026 Results on June 24, 2026 (Business Wire)
May-28-26 11:27AM	H.B. Fuller Advances Sustainable Packaging, Enhancing Barrier Coating Solutions, with VerdaFresh, New Advanced Oxygen Barrier Technology (Business Wire)
May-26-26 04:01PM	H.B. Fuller Issues Statement Regarding Value Creation Strategy (Business Wire)
08:30AM	Ancora Releases Letter Regarding its Strong Opposition to H.B. Fuller's High-Risk Attempt to Acquire U.K.-Based Advanced Medical Solutions (Business Wire)
May-21-26 02:15PM	HB Fuller said to propose 285 pence per share deal for Advanced Medical Solutions (Investing.com)
May-06-26 10:00AM	H.B. Fuller Announces Aerospace Manufacturing Center of Excellence (Business Wire)
Apr-21-26 10:15AM	3 Dividend Aristocrats That Look Cheap and Just Hiked Payouts (Barrons.com)
Apr-16-26 03:21PM	H.B. Fuller Increases Quarterly Dividend by 4.3 Percent (Business Wire)
Mar-26-26 08:30AM	H.B. Fuller Company Q1 2026 Earnings Call Summary (Moby)
Mar-25-26 04:05PM	H.B. Fuller Reports First Quarter 2026 Results (Business Wire) +6.54%
05:30AM	Cintas headlines Wednesday's earnings slate (MarketWatch)
04:28AM	Stock Market Today: Stock futures trim gains on report Iran rejects cease-fire plan (MarketWatch)
Mar-19-26 04:05PM	H.B. Fuller Announces Global Price Adjustment to Support Supply Continuity and Customer Partnership (Business Wire)
Mar-11-26 04:05PM	H.B. Fuller to Report First Quarter 2026 Results on March 25, 2026 (Business Wire)
Mar-09-26 07:55PM	Arq, Inc. (ARQ) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
Feb-28-26 10:52AM	H.B. Fuller Company (FUL): A Bull Case Theory (Insider Monkey)
Feb-04-26 08:34AM	Are Options Traders Betting on a Big Move in H. B. Fuller Stock? (Zacks) +5.71%
Jan-24-26 06:20AM	Seaport Research Highlights Margin Progress at H.B. Fuller (FUL), Flags Growth Uncertainty (Insider Monkey)
Jan-22-26 11:14AM	H.B. Fuller Announces Quarterly Dividend (Business Wire)
Jan-15-26 06:00PM	H.B. Fuller Co (FUL) Q4 2025 Earnings Call Highlights: Strong EBITDA Growth Amid Economic Challenges (GuruFocus.com)
01:27PM	H. B. Fuller Q4 Earnings Call Highlights (MarketBeat)
Jan-14-26 05:30PM	H. B. Fuller (FUL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
04:05PM	H.B. Fuller Reports Fourth Quarter and Fiscal Year 2025 Results (Business Wire)
Jan-09-26 09:15AM	Insights Into H. B. Fuller (FUL) Q4: Wall Street Projections for Key Metrics (Zacks)
Dec-31-25 09:00AM	H.B. Fuller to Report Fourth Quarter and Fiscal Year 2025 Results on January 14, 2026 (Business Wire)
Dec-18-25 06:46PM	H.B. Fuller Has Raised Its Dividend for 33 Years but Growth Is Slowing (24/7 Wall St.)
Oct-21-25 08:55AM	NYSE Content Advisory: Pre-Market Update + Grand Ole Opry Celebrates 100th Anniversary (PR Newswire)
Oct-13-25 10:09AM	H.B. Fuller Introduces Fuller Impact to Strengthen Community Partnerships Worldwide (Business Wire)
Oct-08-25 08:00AM	H.B. Fuller Further Strengthens Board with Appointment of MedTech Leader Celine Martin to Support Growth in Medical Market (Business Wire)
Oct-07-25 11:00AM	H.B. Fuller Announces Upcoming Investor Day on October 20th (Business Wire)
Oct-02-25 01:38PM	H.B. Fuller Announces Quarterly Dividend (Business Wire)
02:33AM	H.B. Fuller Company (FUL) Beats Q3 Earnings Estimates, Trims 2025 Guidance (Insider Monkey)
Sep-25-25 05:01PM	H.B. Fuller Co (FUL) Q3 2025 Earnings Call Highlights: Margin Expansion and EPS Growth Amid ... (GuruFocus.com)
Sep-24-25 05:30PM	Here's What Key Metrics Tell Us About H. B. Fuller (FUL) Q3 Earnings (Zacks)
05:15PM	H. B. Fuller (FUL) Beats Q3 Earnings and Revenue Estimates (Zacks)
04:05PM	H.B. Fuller Reports Third Quarter 2025 Results (Business Wire)
09:15AM	H.B. Fuller Co (FUL) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
07:56AM	How To Earn $500 A Month From H.B. Fuller Stock Ahead Of Q3 Earnings (Benzinga)
05:14AM	KB Home headlines Wednesday's earnings (MarketWatch)
04:17AM	Stock Market Today: Dow, S&P 500 and Nasdaq eye gains after techs stocks' worst day in nearly a month amid AI spending concerns and Fed chief's valuation warning. (MarketWatch)
Sep-23-25 07:00PM	Fedspeak, KB Home earnings, new home sales: What to Watch (Yahoo Finance Video)
09:15AM	H.B. Fuller Co (FUL) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Sep-19-25 07:00PM	Costco earnings, Fedspeak, PCE: What to Watch (Yahoo Finance Video)
09:15AM	H. B. Fuller (FUL) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Sep-10-25 04:05PM	H.B. Fuller to Report Third Quarter 2025 Results on September 24, 2025 (Business Wire)
Aug-26-25 08:10AM	Daqo New Energy (DQ) Reports Q2 Loss, Lags Revenue Estimates (Zacks)
Jul-30-25 04:02AM	EVA Films Company Evaluation Report 2024-2025: 3M, H.B. Fuller, and Hanwha Group Lead Innovations in EVA Film Technology (GlobeNewswire)
Jul-17-25 11:04AM	H.B. Fuller Announces Quarterly Dividend (Business Wire)
Jun-27-25 03:02AM	H.B. Fuller Co (FUL) Q2 2025 Earnings Call Highlights: Strong Margin Expansion Amid Revenue ... (GuruFocus.com)
Jun-26-25 11:44AM	These Stocks Are Moving the Most Today: Nvidia, Micron, Palantir, Coinbase, Worthington Steel, H.B. Fuller, and More (Barrons.com) +10.78%
06:01AM	Micron Technology shares rise after earnings, and other early movers (MarketWatch)
Jun-25-25 05:30PM	H. B. Fuller (FUL) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
05:20PM	H. B. Fuller (FUL) Tops Q2 Earnings and Revenue Estimates (Zacks)
04:05PM	H.B. Fuller Reports Second Quarter 2025 Results (Business Wire)
11:40AM	FUL vs. HWKN: Which Stock Is the Better Value Option? (Zacks)
09:16AM	What To Expect From H.B. Fuller Co (FUL) Q2 2025 Earnings (GuruFocus.com)
05:49AM	Micron Technology headlines earnings slate (MarketWatch)
05:03AM	Stock Market Today: S&P 500 to open a fraction shy of record, Dow and Nasdaq steady after latest rally; Fed's Powell to give second session of testimony. (MarketWatch)
Jun-24-25 09:15AM	H.B. Fuller Co (FUL) Q2 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
05:43AM	H.B. Fuller releases 2024 sustainability report (Packaging Gateway)
Jun-23-25 09:00AM	H.B. Fuller Announces 2024 Sustainability Report (Business Wire)
Jun-19-25 09:15AM	What Analyst Projections for Key Metrics Reveal About H. B. Fuller (FUL) Q2 Earnings (Zacks)
Jun-11-25 04:05PM	H.B. Fuller to Report Second Quarter 2025 Results on June 25, 2025 (Business Wire)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Malik Muhammad Shahbaz	Senior VP, BAS	Oct 16 '26	Buy	52.23	479	25,000	14,176	Oct 19 09:38 AM
BAILLY R JEFFREY	Director	Oct 07 '26	Buy	50.00	10,000	500,000	10,000	Oct 08 11:26 AM
Ogunsanya Gregory O.	Sr. VP, GC and Corp Secretary	Oct 04 '26	Option Exercise	50.20	655	32,881	6,925	Oct 06 01:31 PM
Happe Michael J	Director	Sep 29 '26	Buy	49.62	2,000	99,250	3,343	Oct 01 02:04 PM
Martin Celine Christine	Director	Sep 30 '26	Buy	49.50	465	22,998	465	Oct 01 02:04 PM
HANDLEY THOMAS W	Director	Sep 28 '26	Buy	49.41	2,000	98,820	2,000	Sep 30 11:15 AM
FLORNESS DANIEL L	Director	Sep 28 '26	Buy	49.34	2,030	100,160	3,381	Sep 30 11:15 AM
Rasmussen Trangsrud Teresa J	Director	Sep 28 '26	Buy	48.96	2,042	99,984	4,053	Sep 30 11:15 AM
Lauber Charles T	Director	Sep 29 '26	Buy	49.87	2,005	99,985	3,356	Sep 30 11:15 AM
Zaheer Srilata	Director	Sep 28 '26	Buy	49.06	2,000	98,120	3,346	Sep 30 11:15 AM
Zaheer Srilata	Director	Sep 29 '26	Buy	49.97	40	1,999	3,386	Sep 30 11:15 AM
Weaver Nathan D.	Exec VP, Business Transform.	Aug 11 '26	Option Exercise	51.76	9,561	494,916	21,300	Aug 12 12:22 PM
Weaver Nathan D.	Exec VP, Business Transform.	Aug 11 '26	Sale	62.06	9,561	593,332	11,739	Aug 12 12:22 PM
Weaver Nathan D.	Officer	Aug 11 '26	Proposed Sale	62.06	9,561	593,332		Aug 11 04:40 PM
Magalhaes Joao	Sr. VP, Engineering Adhesives	Jul 09 '26	Option Exercise	50.10	1,658	83,066	5,523	Jul 10 11:32 AM
Mastin Celeste Beeks	President and CEO	Apr 07 '26	Buy	57.08	5,170	295,104	8,670	Apr 07 04:57 PM
Magalhaes Joao	Sr. VP, Engineering Adhesives	Feb 04 '26	Option Exercise	63.06	519	32,728	4,110	Feb 04 04:27 PM
Weaver Nathan D.	Exec VP, Business Transform.	Jan 27 '26	Option Exercise	59.81	870	52,035	12,007	Jan 29 12:10 PM
Ogunsanya Gregory O.	Sr. VP, GC and Corp Secretary	Jan 27 '26	Option Exercise	59.81	600	35,886	6,487	Jan 29 12:10 PM
Mastin Celeste Beeks	President and CEO	Jan 27 '26	Option Exercise	59.81	7,933	474,473	35,995	Jan 29 12:10 PM
Martsching Robert J	VP, Corporate Controller	Jan 27 '26	Option Exercise	59.81	269	16,089	16,110	Jan 29 12:10 PM
Malik Muhammad Shahbaz	Senior VP, BAS	Jan 27 '26	Option Exercise	59.81	600	35,886	13,889	Jan 29 12:10 PM
Lorenz Laura J	Sr. VP, HR & Communication	Jan 27 '26	Option Exercise	59.81	1,620	96,892	1,620	Jan 29 12:10 PM
East James J.	Executive Vice President, HHC	Jan 27 '26	Option Exercise	59.81	870	52,035	6,050	Jan 29 12:10 PM
Du Xinyu	Sr. VP, Global R&D	Jan 27 '26	Option Exercise	59.81	448	26,795	3,215	Jan 29 12:10 PM
Corkrean John J	Executive VP and CFO	Jan 27 '26	Option Exercise	59.81	1,441	86,186	59,950	Jan 29 12:10 PM
Campe Heather	Sr. VP, International Growth	Jan 27 '26	Option Exercise	59.81	634	37,920	24,814	Jan 29 12:10 PM
Weaver Nathan D.	Exec VP, Business Transform.	Jan 26 '26	Option Exercise	60.07	555	33,339	11,329	Jan 28 11:23 AM
Ogunsanya Gregory O.	Sr. VP, GC and Corp Secretary	Jan 26 '26	Option Exercise	60.07	506	30,395	6,070	Jan 28 11:23 AM
Mastin Celeste Beeks	President and CEO	Jan 26 '26	Option Exercise	60.07	5,851	351,470	30,365	Jan 28 11:23 AM
Martsching Robert J	VP, Corporate Controller	Jan 26 '26	Option Exercise	60.07	176	10,572	15,892	Jan 28 11:23 AM
Malik Muhammad Shahbaz	Senior VP, BAS	Jan 26 '26	Option Exercise	60.07	606	36,402	13,504	Jan 28 11:23 AM
Magalhaes Joao	Sr. VP, Engineering Adhesives	Jan 26 '26	Option Exercise	60.07	149	8,950	3,662	Jan 28 11:23 AM
East James J.	Executive Vice President, HHC	Jan 26 '26	Option Exercise	60.07	692	41,568	5,337	Jan 28 11:23 AM
Du Xinyu	Sr. VP, Global R&D	Jan 26 '26	Option Exercise	60.07	199	11,954	2,828	Jan 28 11:23 AM
Corkrean John J	Executive VP and CFO	Jan 26 '26	Option Exercise	60.07	1,404	84,338	58,940	Jan 28 11:23 AM
Campe Heather	Sr. VP, International Growth	Jan 26 '26	Option Exercise	60.07	563	33,819	24,348	Jan 28 11:23 AM
Lauber Charles T	Director	Jan 24 '26	Option Exercise	60.07	1,351	81,155	1,351	Jan 27 12:59 PM
Weaver Nathan D.	Exec VP, Business Transform.	Jan 24 '26	Option Exercise	60.07	1,833	110,108	11,385	Jan 27 12:59 PM
Mastin Celeste Beeks	President and CEO	Jan 24 '26	Option Exercise	60.07	13,746	825,722	29,865	Jan 27 12:59 PM
Martsching Robert J	VP, Corporate Controller	Jan 24 '26	Option Exercise	60.07	635	38,144	15,918	Jan 27 12:59 PM
Malik Muhammad Shahbaz	Senior VP, BAS	Jan 24 '26	Option Exercise	60.26	1,928	116,187	13,549	Jan 27 12:59 PM
Du Xinyu	Sr. VP, Global R&D	Jan 24 '26	Option Exercise	60.07	536	32,198	2,790	Jan 27 12:59 PM
Magalhaes Joao	Sr. VP, Engineering Adhesives	Jan 24 '26	Option Exercise	60.07	423	25,410	3,708	Jan 27 12:59 PM
Corkrean John J	Executive VP and CFO	Jan 24 '26	Option Exercise	60.07	4,244	254,937	58,890	Jan 27 12:59 PM
East James J.	Executive Vice President, HHC	Jan 24 '26	Option Exercise	60.07	2,508	150,656	5,330	Jan 27 12:59 PM
Campe Heather	Sr. VP, International Growth	Jan 24 '26	Option Exercise	60.07	2,040	122,543	24,374	Jan 27 12:59 PM
Martsching Robert J	VP, Corporate Controller	Dec 31 '25	Option Exercise	59.46	257	15,281	15,356	Jan 05 06:26 PM
Weaver Nathan D.	Exec VP, Business Transform.	Nov 13 '25	Option Exercise	33.38	9,546	318,645	16,516	Nov 14 02:13 PM
Weaver Nathan D.	Exec VP, Business Transform.	Nov 13 '25	Sale	58.38	7,075	413,018	9,441	Nov 14 02:13 PM
Weaver Nathan D.	Officer	Nov 13 '25	Proposed Sale	58.38	7,075	413,018		Nov 13 04:37 PM
Corkrean John J	Executive VP and CFO	Oct 27 '25	Option Exercise	43.48	16,672	724,899	68,868	Oct 28 03:41 PM
Corkrean John J	Executive VP and CFO	Oct 27 '25	Sale	60.31	14,222	857,764	54,646	Oct 28 03:41 PM
Corkrean John J	Officer	Oct 27 '25	Proposed Sale	60.31	14,222	857,765		Oct 27 04:50 PM

H.B. Fuller Co. engages in the manufacture and marketing of adhesives, sealants, and other chemical products. It operates through the following business segments: Hygiene, Health, and Consumable Adhesives, Engineering Adhesives, and Construction Adhesives. The Hygiene, Health, and Consumable Adhesives segment supplies adhesive products in the assembly, packaging, converting, nonwoven, hygiene, health and beauty, flexible packaging, graphic arts, and envelope markets. The Engineering Adhesives segment provides adhesives to the transportation, electronics, medical, clean energy, aerospace and defense, performance wood, insulating glass, textile, appliance, and heavy machinery markets. The Construction Adhesives segment manufactures adhesives, sealants, tapes, mortars, and grouts for construction activities. The company was founded by Harvey Benjamin Fuller in 1887 and is headquartered in St. Paul, MN.

PresidentMs. Celeste Beeks Mastin

Executive VP & CFOMr. John J. Corkrean

Senior Vice President of Building Adhesives SolutionsMr. Muhammad Shahbaz Malik

Executive Vice President of Business TransformationMr. Nathanial D. Weaver

Executive Vice President of HygieneMr. James J. East

Open in Screener

GRF

Eagle Capital Growth Fund Inc

10.12

Oct 21 • 12:23 PM ET -0.17 (-1.70%)

10.12

Aftermarket • 7:30 PM ET 0.00 (0.00%)

Financial Closed-End Fund - Equity USA Nano AMEX

GRF Eagle Capital Growth Fund Inc daily Stock Chart

Peers: CRF QQQX RMT SWZ CLM

Index	-
Market Cap	40.17M
Enterprise Value	-
Income	-
Sales	-
Book/sh	-
Cash/sh	-
Dividend Est.	-
Dividend TTM	0.09 (0.89%)
Dividend Ex-Date	Nov 21, 2025
Dividend Gr. 3/5Y	-36.04% 10.76%
Payout	-
Employees	-
IPO	Aug 26, 1994

P/E	-
Forward P/E	-
PEG	-
P/S	-
P/B	-
P/C	-
P/FCF	-
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	-
Debt/Eq	-
LT Debt/Eq	-
Option/Short	No / Yes

EPS (ttm)	-
EPS next Y	-
EPS next Q	-
EPS this Y	-
EPS next Y	-
EPS next 5Y	-
EPS past 3/5Y	- -
Sales past 3/5Y	- -
EPS Y/Y TTM	-
Sales Y/Y TTM	-
EPS Q/Q	-
Sales Q/Q	-
Earnings	-
EPS/Sales Surpr.	- -

Insider Own	15.00%
Insider Trans	4.67%
Inst Own	2.51%
Inst Trans	-
ROA	-
ROE	-
ROIC	-
Gross Margin	-
Oper. Margin	-
Profit Margin	-
SMA20	0.97%
SMA50	-1.33%
SMA200	-1.59%
Trades

Shs Outstand	3.97M
Shs Float	3.37M
Short Float	0.05%
Short Ratio	0.43
Short Interest	0.00M
52W High	11.85 -14.56%
52W Low	9.49 6.66%
Volatility	1.48% 1.54%
ATR (14)	0.24
RSI (14)	50.86
Beta	0.24
Rel Volume	0.06
Avg Volume	3.72K
Volume	222

Perf Week	2.79%
Perf Month	-0.44%
Perf Quarter	-0.65%
Perf Half Y	-0.64%
Perf YTD	-5.37%
Perf Year	0.60%
Perf 3Y	29.64%
Perf 5Y	34.03%
Perf 10Y	113.10%
Recom	-
Target Price	-
Prev Close	10.30
Price	10.12
Change %	-1.70%

May-05-25 04:30AM	JCE: Difficult To Recommend This Fund At The Current Price (Seeking Alpha)
Apr-19-25 11:38AM	GAM: Tech Exposure Could Mean Short-Term Pain (Seeking Alpha)
Nov-18-24 04:00PM	Eagle Capital Growth Fund Declares Year-End Distribution of $0.68 Per Share in Cash (Business Wire)
Oct-13-23 05:30PM	Eagle Capital Growth Fund Declares Year-End Distribution of $0.35 Per Share in Cash (Business Wire)
Apr-18-23 10:30AM	Grifols 2022 Annual Report on Form 20-F filed with the SEC on April 18, 2023 (PR Newswire)
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Oct-14-22 05:00PM	Eagle Capital Growth Fund Declares Year-End Distribution of $0.37 Per Share in Cash (Business Wire)
Apr-06-22 05:24PM	Green Rise Foods Announces Acquisition of 16-Acre Greenhouse and Provides Update on the Outlook for Its Fiscal 2022 Crop (Newsfile)
Dec-17-21 08:38PM	Baillie Gifford International Alpha Fund Buys Hangzhou Tigermed Consulting Co, WuXi Biologics ... (GuruFocus.com)
Nov-08-21 05:05PM	Eagle Capital Growth Fund Declares Year-End Distribution of $0.97 Per Share (Business Wire)
Aug-19-21 04:01PM	Eagle Capital Growth Fund Elects Anne M. Nichols, CFA as Director; Expands Stock Repurchase Authority (Business Wire)
Apr-15-21 01:53PM	Eagle Capital Growth Fund Elects New Director Jason W. Allen, and Bids Farewell to Retiring Director Peggy L. Schmeltz (Business Wire)
Dec-07-20 05:20PM	Eagle Capital Growth Fund Opts Into Maryland Control Share Acquisition Act (Business Wire)
Nov-23-20 04:32PM	Eagle Capital Growth Fund Declares Year-End Distribution of $0.55 Per Share (Business Wire)
Jul-21-20 04:02PM	CPV Power Plant No.1 Bond SPV (RF) Limited -- Moody's announces completion of a periodic review of ratings of CPV Power Plant No.1 Bond SPV (RF) Limited (Moody's)
Feb-13-20 09:00AM	Grifols PharmacyKeeper ranked No. 1 in KLAS rating, extends category leadership (PR Newswire)
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Dec-26-19 05:00PM	Eagle Capital Growth Fund Finalizes Year-End Distribution of $0.56 Per Share (Business Wire)
Dec-12-19 09:24AM	Grifols launches XEMBIFY® (immune globulin subcutaneous human-klhw) 20%, a new Primary Immunodeficiency treatment (PR Newswire)
Dec-06-19 03:42PM	Grifols presents its latest Alzheimer's clinical trial data (PR Newswire)
Dec-05-19 10:26AM	Grifols Streamlines Hospital Pharmacy Operations With New KIRO Fill® Technology and PharmacyKeeper Enhancements (PR Newswire)
Dec-02-19 09:17AM	Grifols to present latest Alzheimer's clinical trial results (PR Newswire)
Nov-07-19 04:46PM	Eagle Capital Growth Fund Declares Year-End Distribution of $0.56 Per Share (Business Wire)
10:00AM	Grifols introduces AlphaID, a free cheek swab to screen for Alpha-1, the most common genetic form of COPD (PR Newswire)
Oct-03-19 04:54PM	CPV Power Plant No.1 Bond SPV (RF) Limited -- Moody's announces completion of a periodic review of ratings of CPV Power Plant No.1 Bond SPV (RF) Limited (Moody's)
Jul-16-19 02:39AM	Grifols presents additional encouraging Alzheimer's trial results at AAIC (PR Newswire)
Jul-04-19 11:51AM	Grifols Announces FDA Approval of Xembify®, 20% Subcutaneous Immunoglobulin for Primary Immunodeficiencies (PR Newswire)
Jul-03-19 05:00AM	Grifols Selected to Build Its First Intravenous Solutions Manufacturing Line in Africa (PR Newswire)
Jun-19-19 09:00AM	Grifols to launch plasma-protein-based bleeding-control solutions (PR Newswire)
Jun-06-19 06:00AM	How International Is Your Foreign-Stock Fund? (Morningstar)
Apr-30-19 06:00AM	Grifols Announces PharmacyKeeper Bidirectional Integration with Epic (PR Newswire)
Apr-29-19 12:00PM	Grifols Announces the Opening of its new Plasma Donor Center in Hinesville, Georgia (PR Newswire)
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Apr-18-19 09:00AM	Grifols US donor centers exceed 250,000 pounds of food collected (PR Newswire)
Apr-15-19 06:15AM	Grifols donations of blood clotting factor helping people with hemophilia globally (PR Newswire)
Apr-05-19 10:55AM	Grifols 2018 Annual Report on Form 20-F Filed With the SEC on April 5, 2019 (PR Newswire)
Feb-07-19 12:31PM	Grifols Receives FDA Approval for Procleix Babesia Assay for Donor Screening on Procleix Panther System (PR Newswire)
Jan-23-19 07:30AM	Rigel Pharmaceuticals Enters Collaboration and License Agreement with Grifols, S.A. to Commercialize Fostamatinib in Europe (PR Newswire)
Jan-08-19 07:37AM	Grifols receives FDA approval of Erytra Eflexis®, the latest advancement in scalable blood typing solutions (PR Newswire)
Dec-28-18 04:15PM	Eagle Capital Growth Fund Finalizes Year-End Distribution of $0.53 Per Share (Business Wire) +11.11%
Nov-07-18 04:45PM	Eagle Capital Growth Fund Declares Year-End Distribution of $0.53 Per Share (Business Wire)
Oct-27-18 03:30AM	Grifols demonstrates a significant reduction (61%) in the progression of moderate Alzheimer's disease using its AMBAR treatment protocol (PR Newswire)
Oct-12-18 09:50AM	FDA Approves Grifols ID CORE XT Test For Molecular Red Blood Cell Typing (PR Newswire)
Oct-08-18 02:57PM	Grifols Delivers Promise of Advancing Plasma-derived Medicines through Innovative Vision and Donor Support (PR Newswire)
Sep-24-18 12:59PM	Grifols Announces the Opening of Biotest Pharmaceuticals Corporation's Newest Plasma Donor Center in Bowling Green, Ohio (PR Newswire)
Aug-14-18 08:00AM	Procleix® Zika Virus Assay Approved by the FDA for Blood Screening on the Procleix® Panther® System (PR Newswire)
May-31-18 09:00AM	Grifols Launches a New Testing Service for Patients Treated with Daratumumab (PR Newswire)
May-14-18 08:00AM	Grifols Expands its Blood Typing Solutions Portfolio in the United States with Antisera Reagents (PR Newswire)
Apr-16-18 11:21AM	Grifols donates over 25 million international units of blood clotting factor in 2017 (PR Newswire)
Dec-28-17 04:15PM	Eagle Capital Growth Fund Finalizes Year-End Distribution of $0.51 Per Share (Business Wire)
Dec-04-17 08:00AM	Grifols Misterium® Cleanroom Solutions Expands to Include Revolutionary Decontamination Air and Surface Disinfection Systems for Pharmaceutical Preparation (PR Newswire)
Nov-29-17 10:32AM	Kenya set to build coast-to-centre highway to boost Africa trade (Reuters)
Nov-06-17 04:15PM	Eagle Capital Growth Fund Declares Year-End Distribution of $0.51 Per Share (Business Wire)
Aug-22-17 08:00AM	Grifols Phocus Rx® Pharmacy Workflow Management Solution Now Integrates With Top Hospital Information Systems via HL7 Interfaces (PR Newswire)
Aug-01-17 08:00AM	Select American Red Cross Blood Donations Screened for Babesia Parasite Using Grifols' Procleix Babesia Assay Under an Investigational New Drug Protocol (PR Newswire)
Jul-28-17 02:50PM	Grifols SA : One of the better choices within its peer group (Capital Cube)
Jun-22-17 03:11PM	Grifols Continues to Strengthen its Diagnostic Division by Launching New Global Testing Services for the Measurement of Biological Drug Levels and Anti-Drug Immune Response in Blood Samples (PR Newswire)
May-23-17 12:07PM	South Africa's Group Five names Mosai as new CEO (Reuters)
May-09-17 02:13PM	Grifols SA : Fairly valued, but dont skip the other factors (Capital Cube)
Apr-24-17 08:00AM	Grifols Strengthens Position as Global Provider of Diagnostic Testing Solutions with Five-Year Extension of OraSure Technologies Agreement and a New Manufacturing Facility (PR Newswire)
Apr-04-17 09:11AM	Grifols 2016 Annual Report on Form 20-F filed with the SEC on April 4, 2017 (PR Newswire)
Mar-08-17 04:16PM	Grifols SA : Fairly valued, but dont skip the other factors (Capital Cube)
Jan-31-17 04:05PM	Grifols closes the acquisition of Hologic's share of NAT donor screening unit for USD 1,850 million (PR Newswire)
04:01PM	Hologic Completes Divestiture of Blood Screening Business (PR Newswire)
Dec-28-16 04:01PM	Eagle Capital Growth Fund Finalizes Year-End Distribution of $1.19 Per Share (Business Wire) -5.58%
Dec-14-16 04:15PM	Grifols agrees to acquire Hologic's share of NAT donor screening unit for USD 1,850 million (PR Newswire)
04:01PM	Hologic to Divest Blood Screening Business to Partner Grifols for $1.85 Billion (PR Newswire)
Nov-07-16 04:01PM	Eagle Capital Growth Fund Declares Year-End Distribution of $1.19 Per Share (Business Wire)
Sep-05-16 05:32AM	Grifols Opens Diagnostic Training Center in Dubai (PR Newswire)
Jul-22-16 03:18AM	Greiffenberger AG :GRF-DE: Earnings Analysis: For the six months ended December 31, 2015 : July 22, 2016 (Capital Cube)
Jul-12-16 04:06PM	Grifols SA : Neutral outlook but great fundamentals (Capital Cube)
Jun-20-16 08:00AM	FDA Approves Use of the Procleix Zika Virus Assay from Hologic and Grifols to Screen the U.S. Blood Supply Under an IND Study Protocol (PR Newswire)
May-23-16 03:39AM	Greiffenberger AG :GRF-DE: Earnings Analysis: For the six months ended December 31, 2015 : May 23, 2016
May-10-16 11:36AM	CPV Power Plant No.1 Bond SPV (RF) Limited -- Moody's recalibrates South Africa's national rating scale and affirms Baa2.za rating of CPV Power Plant No.1 Bond SPV (RF) Limited; outlook stable (Moody's)
Apr-28-16 04:05PM	Grifols SA : Neutral outlook but great fundamentals
Jan-27-16 07:44AM	Press Release, January 25, 2016 (noodls)
Jan-26-16 07:29AM	Grifols invests in the project led by AlbaJuna Therapeutics, a spin-off from IrsiCaixa, to fund the development of therapeutic antibodies against HIV (noodls) +5.03%
07:29AM	Grifols invests in the project led by AlbaJuna Therapeutics, a spin-off from IrsiCaixa, to fund the development of therapeutic antibodies against HIV Download (249.7 Kb) (noodls)
Dec-29-15 04:01PM	Eagle Capital Growth Fund Finalizes Year-End Distribution of $0.50 Per Share (Business Wire)
Nov-09-15 04:05PM	Eagle Capital Growth Fund Declares Year-End Distribution of $0.50 Per Share (Business Wire)
Oct-20-15 12:30PM	Grifols SA : Overvalued relative to peers, but may deserve another look
Aug-12-15 11:59AM	Grifols SA : Overvalued relative to peers, but good fundamentals
May-14-15 04:31PM	Grifols SA : Undervalued relative to peers?

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Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Sims David C	CFO, CCO, Secretary, Treasurer	Oct 16 '26	Buy	10.05	8,806	88,506	228,838	Oct 20 01:18 PM
Sims David C	CFO, CCO, Secretary, Treasurer	Oct 16 '26	Buy	10.16	1,981	20,127	29,882	Oct 20 01:18 PM
SIMS LUKE E	President & CEO	Sep 01 '26	Buy	9.99	2,560	25,575	297,827	Sep 03 04:41 PM
Sims David C	CFO, CCO, Secretary, Treasurer	May 22 '26	Buy	10.00	10,000	99,980	220,032	May 27 04:41 PM
SIMS LUKE E	President & CEO	May 18 '26	Buy	10.20	1,209	12,332	295,267	May 19 03:08 PM
Tyler Donald G	Director	May 11 '26	Buy	10.05	1,000	10,050	9,945	May 13 03:45 PM
Tyler Donald G	Director	Apr 16 '26	Buy	9.90	1,000	9,900	8,059	May 05 11:44 AM
Zalenko Neal F.	Director	Feb 10 '26	Buy	11.09	1,400	15,526	21,617	Feb 12 09:19 PM
Zalenko Neal F.	Director	Feb 12 '26	Buy	10.99	1,000	10,990	22,617	Feb 12 09:19 PM
Zalenko Neal F.	Director	Feb 02 '26	Buy	10.80	500	5,400	20,217	Feb 04 05:42 PM
Zalenko Neal F.	Director	Jan 09 '26	Buy	10.84	427	4,629	18,895	Jan 14 01:34 PM
Zalenko Neal F.	Director	Jan 13 '26	Buy	11.00	234	2,574	19,129	Jan 14 01:34 PM
Zalenko Neal F.	Director	Dec 01 '25	Buy	10.00	1,000	10,000	17,838	Dec 03 05:15 PM
Zalenko Neal F.	Director	Dec 02 '25	Buy	10.00	25	250	17,863	Dec 03 05:15 PM
Zalenko Neal F.	Director	Nov 25 '25	Buy	10.13	1,000	10,130	16,838	Nov 28 05:43 PM
Zalenko Neal F.	Director	Nov 17 '25	Buy	10.80	1,000	10,800	15,327	Nov 19 05:05 PM
Zalenko Neal F.	Director	Nov 18 '25	Buy	10.64	511	5,437	15,838	Nov 19 05:05 PM
Zalenko Neal F.	Director	Nov 07 '25	Buy	10.65	1,000	10,650	14,327	Nov 12 04:58 PM

Eagle Capital Growth Fund, Inc. is a closed-end equity mutual fund launched and managed by Sims Capital Management LLC. The fund invests in the public equity markets of the United States. It makes its investments in the stocks of companies operating across diversified sectors. The fund benchmarks the performance of its portfolio against the S&P 500 Index. It was previously known as NAIC Growth Fund, Inc. Eagle Capital Growth Fund, Inc. was formed on April 11, 1989 and is domiciled in the United States.

Chief Executive OfficerMr. Luke Edward Sims

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RAPP

Rapport Therapeutics Inc

25.06

Oct 21 • 3:59 PM ET -4.31 (-14.67%)

26.00

Aftermarket • 7:51 PM ET +0.94 (3.75%)

Healthcare Biotechnology USA Small NASD

RAPP Rapport Therapeutics Inc daily Stock Chart

Peers: XENE PRAX BHVN STOK JAZZ HRMY SUPN DNLI NPCE NBIX

| Held by: VTI IWM VXF IWO IBB VTWO DFAS XPH SCHA IHE

Index	RUT
Market Cap	1.20B
Enterprise Value	776.27M
Income	-137.16M
Sales	20.00M
Book/sh	8.82
Cash/sh	9.09
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	84
IPO	Jun 07, 2024

P/E	-
Forward P/E	-
PEG	-
P/S	60.12
P/B	2.84
P/C	2.76
P/FCF	-
EV/EBITDA	-
EV/Sales	38.81
Quick Ratio	15.72
Current Ratio	15.72
Debt/Eq	0.02
LT Debt/Eq	0.02
Option/Short	Yes / Yes

EPS (ttm)	-3.04
EPS next Y	-4.94
EPS next Q	-1.20
EPS this Y	-40.01%
EPS next Y	-23.29%
EPS next 5Y	-24.30%
EPS past 3/5Y	-114.24% -
Sales past 3/5Y	- -
EPS Y/Y TTM	-23.53%
Sales Y/Y TTM	-
EPS Q/Q	-58.13%
Sales Q/Q	-
Earnings	Aug 05 BMO
EPS/Sales Surpr.	-23.56% -

Insider Own	39.96%
Insider Trans	-3.02%
Inst Own	75.23%
Inst Trans	0.71%
ROA	-36.85%
ROE	-39.96%
ROIC	-31.86%
Gross Margin	95.20%
Oper. Margin	-767.58%
Profit Margin	-685.80%
SMA20	-18.52%
SMA50	-37.19%
SMA200	-29.89%
Trades

Shs Outstand	47.96M
Shs Float	28.81M
Short Float	11.09%
Short Ratio	6.40
Short Interest	3.19M
52W High	52.93 -52.65%
52W Low	23.75 5.52%
Volatility	12.12% 8.00%
ATR (14)	2.44
RSI (14)	25.35
Beta	1.21
Rel Volume	4.60
Avg Volume	499.02K
Volume	2,161,677

Perf Week	-11.54%
Perf Month	-39.57%
Perf Quarter	-39.44%
Perf Half Y	-31.87%
Perf YTD	-17.40%
Perf Year	-6.42%
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Recom	1.00
Target Price	69.00
Prev Close	29.37
Price	25.06
Change %	-14.67%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-15-26	Initiated	Wolfe Research	Outperform	$50
Oct-15-26	Initiated	UBS	Buy	$71
Oct-06-26	Initiated	Guggenheim	Buy	$65
Jul-28-26	Initiated	William Blair	Outperform
Jun-24-26	Initiated	Leerink Partners	Outperform	$52
May-19-26	Resumed	Truist	Buy	$56
Apr-10-26	Initiated	Raymond James	Strong Buy	$66
Feb-02-26	Initiated	Wells Fargo	Overweight	$43
Nov-19-25	Initiated	BTIG Research	Buy	$47
Sep-16-25	Initiated	Truist	Buy	$44
Aug-06-25	Initiated	H.C. Wainwright	Buy	$31
Apr-08-25	Initiated	Citizens JMP	Mkt Outperform
Jul-02-24	Initiated	TD Cowen	Buy
Jul-02-24	Initiated	Stifel	Buy	$35
Jul-02-24	Initiated	Jefferies	Buy	$35

Show Previous Ratings

Oct-20-26 04:28PM	Can This Small Biotech Enter A $4.3 Billion AbbVie Market? Rapport Rises (Investor's Business Daily) -14.67%
03:55PM	RAPP Stock Tempers Premarket Gains On Concerns Over Higher Discontinuation Rates In Bipolar Mania Study (Stocktwits)
12:31PM	Rapports novel oral drug posts Phase II bipolar win (Clinical Trials Arena)
12:27PM	Rapports epilepsy drug finds surprising success in bipolar trial (BioPharma Dive)
09:14AM	Inside the $1 Billion Blockbuster Opportunity That Has Rapport Therapeutics Stock Surging (Barrons.com)
07:43AM	Loading…
07:43AM	Premarket movers: RTX rises, GE slips following quarterly results (Investing.com)
07:06AM	Rapport Therapeutics soars over 50% as bipolar mania drug meets trial goals (Investing.com)
07:02AM	Rapport Therapeutics Shares Rise Over 50% Premarket as RAP-219 Meets Phase 2 Bipolar Mania Trial Endpoints (InvestorsHub)
06:00AM	Rapport Therapeutics Announces Positive Topline Results from its Phase 2 Trial of RAP-219 for the Treatment of Bipolar Mania (GlobeNewswire)
Sep-02-26 07:00AM	Rapport Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
Aug-24-26 07:00AM	Rapport Therapeutics to Host Virtual KOL Event on the Unmet Need in Bipolar Mania and the RAP-219 Clinical Program (GlobeNewswire)
Aug-05-26 07:00AM	Rapport Therapeutics Reports Second Quarter 2026 Financials and Provides Business Update (GlobeNewswire)
May-20-26 04:05PM	Rapport Therapeutics to Participate in the Jefferies Global Healthcare Conference and Goldman Sachs 47th Annual Global Healthcare Conference (GlobeNewswire)
May-07-26 07:00AM	Rapport Therapeutics Reports First Quarter 2026 Financials and Provides Business Update (GlobeNewswire) +7.74%
Apr-21-26 04:30PM	Rapport Therapeutics Presents RAP-219 Focal Onset Seizure Phase 2a Follow-up Period Results Demonstrating Sustained Seizure Reduction at the 2026 American Academy of Neurology Annual Meeting (GlobeNewswire)
07:00AM	Loading…
Apr-01-26 07:00AM	Rapport Therapeutics to Present New Phase 2 Treatment Follow-Up Data for RAP-219 in Focal Onset Seizures at the 2026 American Academy of Neurology Annual Meeting (GlobeNewswire)
Mar-10-26 07:00AM	Rapport Therapeutics Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update (GlobeNewswire)
Mar-09-26 09:26AM	Xenon Pharmaceuticals Rallies After Pivotal Data Shows Major Drop In Monthly Seizures (Benzinga)
07:00AM	Rapport Therapeutics and Tenacia Biotechnology Announce Strategic Collaboration for the Development and Commercialization of RAP-219 in Greater China (GlobeNewswire)
Feb-24-26 04:05PM	Rapport Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
Jan-07-26 07:00AM	Rapport Therapeutics Announces Accelerated Initiation of RAP-219 Phase 3 Program, Expansion of Epilepsy Portfolio, and Continued Progress Across the Pipeline (GlobeNewswire) +8.89%
Dec-18-25 07:00AM	Rapport Therapeutics to Present at the 44th Annual J.P. Morgan Healthcare Conference (GlobeNewswire)
Dec-08-25 12:00PM	Rapport Therapeutics, Inc. (RAPP) Is Up 9.03% in One Week: What You Should Know (Zacks)
Dec-05-25 09:00AM	Rapport Therapeutics Announces New Data and Post Hoc Analysis Demonstrating the Magnitude and Consistency of RAP-219's Clinical Response in Patients with Focal Onset Seizures (GlobeNewswire)
Nov-28-25 09:55AM	Wall Street Analysts See a 74.99% Upside in Rapport Therapeutics, Inc. (RAPP): Can the Stock Really Move This High? (Zacks)
Nov-25-25 07:00AM	Rapport Therapeutics to Present New Phase 2a Data Analysis Further Characterizing RAP-219 in Focal Onset Seizures at 2025 American Epilepsy Society Annual Meeting (GlobeNewswire)
Nov-12-25 09:55AM	Wall Street Analysts Think Rapport Therapeutics, Inc. (RAPP) Could Surge 104.47%: Read This Before Placing a Bet (Zacks)
Nov-06-25 07:00AM	Rapport Therapeutics Reports Third Quarter 2025 Financials and Provides Business Update (GlobeNewswire)
Nov-05-25 04:05PM	Rapport Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
Sep-30-25 11:49AM	JMP Sees Big Gains in Rapport Therapeutics, Inc. (RAPP) After Focal Epilepsy Study Success (Insider Monkey) +6.19%
11:13AM	Loading…
Sep-12-25 11:13AM	RAPP Stock Soars 62% in a Week on Meeting Phase II Epilepsy Study Goal (Zacks)
Sep-11-25 04:05PM	Rapport Therapeutics to Participate in TD Cowen's 5th Annual Novel Mechanisms in Neuropsychiatry & Epilepsy Summit (GlobeNewswire)
Sep-09-25 09:17PM	Rapport Announces Pricing of Public Offering of Common Stock (GlobeNewswire) -10.93% -20.09%
Sep-08-25 04:08PM	Rapport Stock Doubles After Succeeding In Hard-To-Treat Seizures (Investor's Business Daily) +119.15%
04:05PM	Rapport Announces Proposed Public Offering of Common Stock (GlobeNewswire)
09:45AM	Rapport Catapults Almost 200% After Succeeding In Hard-To-Treat Seizures (Investor's Business Daily)
09:28AM	Rapport Reports Promising Epilepsy Study Outcomes, Plans Phase 3 Trials Next Year (Benzinga)
06:00AM	Rapport Announces Positive Topline Results from Phase 2a Clinical Trial of RAP-219 in Patients with Focal Onset Seizures (GlobeNewswire)
Sep-05-25 04:05PM	Rapport Therapeutics to Announce Topline Results for RAP-219 Phase 2a Trial in Focal Onset Seizures on Monday, September 8, 2025 (GlobeNewswire) -6.45%
Aug-13-25 08:03AM	Alto Neuroscience Appoints Biotech Industry Veteran, Raymond Sanchez, M.D., to Its Board of Directors (Business Wire)
Aug-07-25 07:00AM	Rapport Therapeutics Reports Second Quarter 2025 Financials and Provides Business Update (GlobeNewswire) +5.48%
Jun-12-25 01:57PM	Analysts Can't Get Enough of These Little-Known Biopharma Stocks (MarketBeat) -7.93%
Jun-02-25 02:45PM	Rapport Therapeutics Hosts Investor and Analyst Day; Provides Corporate Updates (GlobeNewswire) +13.66%
May-27-25 07:00AM	Rapport Therapeutics to Participate in the Jefferies Global Healthcare Conference and Goldman Sachs 46th Annual Global Healthcare Conference (GlobeNewswire) -7.21%
May-21-25 07:00AM	Rapport Therapeutics to Host 2025 Investor and Analyst Day (GlobeNewswire)
May-08-25 07:00AM	Rapport Therapeutics Reports First Quarter 2025 Financials and Provides Business Update (GlobeNewswire)
Apr-22-25 07:00AM	Rapport Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire) +11.27%
Mar-31-25 04:33AM	Rapport Therapeutics: Too Early To Be Interesting (Seeking Alpha)
Mar-21-25 07:00AM	Rapport Therapeutics to Present Data at the 2025 American Academy of Neurology Annual Meeting (GlobeNewswire)
Mar-11-25 07:00AM	Rapport Therapeutics Reports Fourth Quarter and Full Year 2024 Financial Results and Provides Business Update (GlobeNewswire) +8.34%
Mar-03-25 07:00AM	Rapport Therapeutics Announces Appointment of Dr. Jeffrey Sevigny as Chief Medical Officer to Drive Clinical Strategy and Precision Medicine Development (GlobeNewswire) -28.71%
Feb-24-25 07:00AM	Rapport Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
Jan-10-25 07:20AM	Rapport Therapeutics announces new Phase 1 data for RAP-219 (TipRanks) -11.26%
Jan-09-25 09:12AM	CORRECTION -- Rapport Therapeutics Announces New Phase 1 Data, Further Supporting RAP-219's Transformative Potential for CNS Disorders (GlobeNewswire)
07:00AM	Rapport Therapeutics Announces New Phase 1 Data, Further Supporting RAP-219's Transformative Potential for CNS Disorders (GlobeNewswire)
Dec-06-24 12:01PM	Rapport Therapeutics Presents Data Demonstrating Consistent Association Between Decreases in RNS Measured Long Episodes and Meaningful Reductions in Clinical Seizures (GlobeNewswire)
Nov-14-24 07:00AM	Rapport Therapeutics to Present Data at American Epilepsy Society Annual Meeting (GlobeNewswire)
Nov-08-24 07:18AM	Rapport Therapeutics expects cash to fund requirements through 2026 (TipRanks)
Nov-07-24 07:00AM	Rapport Therapeutics Reports Third Quarter Financials and Provides Business Update (GlobeNewswire)
Nov-04-24 07:00AM	Rapport Therapeutics to Present at Stifel Healthcare Conference and Jefferies London Healthcare Conference in November (GlobeNewswire)
Sep-05-24 07:00AM	Rapport Therapeutics to Present at Upcoming Epilepsy Medical Conferences (GlobeNewswire)
Aug-29-24 07:00AM	Rapport Therapeutics to Present at 22nd Annual Morgan Stanley Global Healthcare Conference and TD Cowen's 4th Annual Novel Mechanisms in Neuropsychiatry Summit (GlobeNewswire)
Aug-08-24 07:00AM	Rapport Therapeutics Reports Second Quarter Financials and Provides Business Update (GlobeNewswire)
Aug-06-24 06:30AM	3 Under-The-Radar Healthcare Stocks to Buy for Outsized Returns (InvestorPlace)
Jul-29-24 07:00AM	Rapport Therapeutics to Present Data for TARP 8 AMPAR Negative Modulator at IASP 2024 World Congress on Pain (GlobeNewswire)
Jul-05-24 02:22PM	Hedge Fund and Insider Trading News: Bill Ackman, Segantii Capital Management Ltd, Rapport Therapeutics Inc (RAPP), Archer Aviation Inc (ACHR), and More (Insider Monkey)
Jun-12-24 04:01PM	Rapport Therapeutics Announces Closing of $174 Million Initial Public Offering, Including Full Exercise of Underwriters' Option to Purchase Additional Shares and Concurrent Private Placement (GlobeNewswire) +9.02%
Jun-06-24 06:54PM	Rapport Therapeutics Announces Pricing of Initial Public Offering (GlobeNewswire)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ignelzi Troy A.	Chief Financial Officer	Oct 21 '26	Buy	26.10	5,500	143,550	15,500	Oct 21 05:46 PM
Ceesay Abraham	Chief Executive Officer	Oct 06 '26	Sale	32.03	3,375	108,106	453,392	Oct 08 04:07 PM
Ceesay Abraham	Chief Executive Officer	Oct 07 '26	Sale	30.66	1,147	35,167	452,245	Oct 08 04:07 PM
Abraham N. Ceesay	Officer	Oct 06 '26	Proposed Sale	31.15	39,470	1,229,490		Oct 06 06:18 PM
Gault Cheryl	Chief Operating Officer	Sep 30 '26	Sale	33.19	10,000	331,856	139,914	Oct 01 04:30 PM
CHERYL GAULT	Officer	Sep 30 '26	Proposed Sale	33.02	10,000	330,200		Sep 30 04:20 PM
Ceesay Abraham	Chief Executive Officer	Sep 23 '26	Sale	39.17	2,210	86,565	456,767	Sep 24 04:05 PM
Ceesay Abraham	Chief Executive Officer	Sep 08 '26	Sale	45.61	8,210	374,498	458,977	Sep 09 04:05 PM
Ceesay Abraham	Chief Executive Officer	Aug 25 '26	Sale	49.57	18,921	937,957	467,187	Aug 26 04:05 PM
Yeleswaram Krishnaswamy	Chief Development Officer	Aug 25 '26	Sale	50.64	37,000	1,873,605	195,862	Aug 26 04:00 PM
Yeleswaram Krishnaswamy	Chief Development Officer	Aug 24 '26	Sale	50.00	13,160	657,978	232,862	Aug 26 04:00 PM
KRISHNASWAMY YELESWARAM	Officer	Aug 25 '26	Proposed Sale	49.33	37,000	1,825,210		Aug 25 04:29 PM
KRISHNASWAMY YELESWARAM	Officer	Aug 24 '26	Proposed Sale	48.24	11,472	553,409		Aug 24 04:28 PM
Yeleswaram Krishnaswamy	Chief Development Officer	Aug 19 '26	Sale	49.90	404	20,160	246,022	Aug 20 04:09 PM
KRISHNASWAMY YELESWARAM	Officer	Aug 19 '26	Proposed Sale	49.01	2,092	102,529		Aug 19 04:38 PM
Ceesay Abraham	Chief Executive Officer	Aug 11 '26	Sale	48.01	28,958	1,390,405	486,108	Aug 12 04:35 PM
Ceesay Abraham	Chief Executive Officer	Aug 10 '26	Sale	46.26	22,541	1,042,772	515,066	Aug 12 04:35 PM
Ceesay Abraham	Chief Executive Officer	Jul 27 '26	Sale	42.11	2,210	93,061	537,607	Jul 29 04:05 PM
Ceesay Abraham	Chief Executive Officer	Jul 14 '26	Sale	40.00	8,210	328,437	539,817	Jul 15 04:15 PM
Gault Cheryl	Chief Operating Officer	Jun 30 '26	Sale	41.58	10,000	415,798	149,914	Jul 01 04:10 PM
Ceesay Abraham	Chief Executive Officer	Jun 29 '26	Sale	39.83	8,220	327,398	548,027	Jul 01 04:05 PM
CHERYL GAULT	Officer	Jun 30 '26	Proposed Sale	40.39	10,000	403,900		Jun 30 04:33 PM
Abraham N. Ceesay	Officer	Jun 29 '26	Proposed Sale	40.39	99,480	4,017,997		Jun 29 04:45 PM
Third Rock Ventures V, L.P.	10% Owner	May 26 '26	Sale	40.05	18,572	743,753	6,280,525	May 28 04:15 PM
Third Rock Ventures V, L.P.	10% Owner	May 26 '26	Proposed Sale	40.00	18,572	742,880		May 27 09:16 AM
Third Rock Ventures V, L.P.	10% Owner	May 11 '26	Sale	40.24	133,618	5,377,323	6,299,097	May 13 07:06 PM
Third Rock Ventures V, L.P.	10% Owner	May 07 '26	Sale	40.12	271,495	10,892,651	6,437,733	May 11 05:07 PM
Third Rock Ventures V, L.P.	10% Owner	May 08 '26	Sale	40.31	5,018	202,256	6,432,715	May 11 05:07 PM
Third Rock Ventures V, L.P.	10% Owner	May 11 '26	Proposed Sale	40.25	133,618	5,378,124		May 11 04:25 PM
Third Rock Ventures V, L.P.	10% Owner	May 08 '26	Proposed Sale	40.31	5,018	202,254		May 08 04:57 PM
Third Rock Ventures V, L.P.	10% Owner	May 07 '26	Proposed Sale	40.12	271,495	10,892,705		May 07 04:44 PM
Third Rock Ventures V, L.P.	10% Owner	Apr 17 '26	Sale	40.32	426,005	17,175,244	6,709,228	Apr 21 07:36 PM
Yeleswaram Krishnaswamy	Chief Development Officer	Apr 17 '26	Sale	39.99	20,225	808,844	246,426	Apr 21 04:55 PM
KRISHNASWAMY YELESWARAM	Officer	Apr 17 '26	Proposed Sale	39.54	20,225	799,696		Apr 17 04:37 PM
Third Rock Ventures V, L.P.	10% Owner	Apr 17 '26	Proposed Sale	40.32	426,005	17,175,116		Apr 17 04:25 PM
Yeleswaram Krishnaswamy	Chief Development Officer	Apr 14 '26	Sale	35.08	10,200	357,797	266,651	Apr 14 04:13 PM
Yeleswaram Krishnaswamy	Chief Development Officer	Apr 13 '26	Sale	34.97	9,165	320,537	276,851	Apr 14 04:13 PM
Yeleswaram Krishnaswamy	Chief Development Officer	Apr 10 '26	Sale	34.98	500	17,490	286,016	Apr 14 04:13 PM
KRISHNASWAMY YELESWARAM	Officer	Apr 13 '26	Proposed Sale	34.17	19,365	661,702		Apr 13 04:37 PM
KRISHNASWAMY YELESWARAM	Officer	Apr 10 '26	Proposed Sale	34.22	500	17,110		Apr 10 04:34 PM
Yeleswaram Krishnaswamy	Chief Development Officer	Apr 08 '26	Sale	34.90	360	12,564	286,516	Apr 09 04:30 PM
KRISHNASWAMY YELESWARAM	Officer	Apr 08 '26	Proposed Sale	33.49	360	12,056		Apr 08 05:35 PM
Gault Cheryl	Chief Operating Officer	Mar 30 '26	Sale	28.19	10,000	281,857	159,914	Mar 31 04:27 PM
CHERYL GAULT	Officer	Mar 30 '26	Proposed Sale	27.84	10,000	278,400		Mar 30 05:31 PM
Yeleswaram Krishnaswamy	Chief Development Officer	Mar 25 '26	Sale	29.99	10,115	303,355	286,876	Mar 26 04:41 PM
KRISHNASWAMY YELESWARAM	Officer	Mar 25 '26	Proposed Sale	28.25	10,115	285,749		Mar 25 04:22 PM
Gault Cheryl	Chief Operating Officer	Mar 05 '26	Sale	28.93	2,014	58,265	169,914	Mar 09 04:07 PM
Gault Cheryl	Officer	Mar 05 '26	Proposed Sale	28.92	2,014	58,236		Mar 05 05:54 PM
Ceesay Abraham	Chief Executive Officer	Feb 18 '26	Sale	29.34	5,833	171,161	556,247	Feb 19 07:06 PM
Ceesay Abraham	Chief Executive Officer	Feb 18 '26	Sale	29.36	5,083	149,212	20,729	Feb 19 07:06 PM
Bredt David	Chief Scientific Officer	Feb 19 '26	Option Exercise	1.80	6,000	10,800	393,075	Feb 19 07:05 PM
Bredt David	Chief Scientific Officer	Feb 17 '26	Sale	29.02	8,500	246,655	387,075	Feb 19 07:05 PM
Ceesay Abraham	Chief Executive Officer	Jan 20 '26	Sale	26.12	5,833	152,333	562,080	Jan 22 07:00 PM
Ceesay Abraham	Chief Executive Officer	Jan 20 '26	Sale	26.11	5,083	132,737	25,812	Jan 22 07:00 PM
Bredt David	Chief Scientific Officer	Jan 15 '26	Sale	26.84	8,500	228,132	395,575	Jan 16 04:06 PM
DAVID BREDT	Officer	Jan 15 '26	Proposed Sale	27.42	17,000	466,140		Jan 15 04:28 PM
Bredt David	Chief Scientific Officer	Dec 31 '25	Sale	30.05	6,567	197,338	404,075	Jan 05 04:20 PM
Yeleswaram Krishnaswamy	Chief Development Officer	Dec 31 '25	Sale	30.05	2,840	85,342	296,991	Jan 05 04:19 PM
DAVID BREDT	Officer	Jan 02 '26	Proposed Sale	30.05	6,567	197,338		Jan 02 08:20 PM
Krishnaswamy Yeleswaram	Officer	Jan 02 '26	Proposed Sale	30.05	2,840	85,343		Jan 02 08:17 PM
Ceesay Abraham	Chief Executive Officer	Dec 17 '25	Sale	29.64	5,833	172,877	567,913	Dec 18 04:11 PM
Ceesay Abraham	Chief Executive Officer	Dec 17 '25	Sale	29.63	5,083	150,632	30,895	Dec 18 04:11 PM
THE DOROTHY CEESAY IRREVOCABLE	Director	Dec 17 '25	Proposed Sale	30.76	15,249	469,059		Dec 17 04:28 PM
ABRAHAM CEESAY	Director	Dec 17 '25	Proposed Sale	30.76	17,499	538,269		Dec 17 04:25 PM
Bredt David	Chief Scientific Officer	Dec 15 '25	Sale	30.02	8,500	255,130	392,642	Dec 16 05:07 PM
Gault Cheryl	Chief Operating Officer	Nov 26 '25	Option Exercise	1.80	5,000	9,000	176,928	Dec 01 04:17 PM
Gault Cheryl	Chief Operating Officer	Nov 26 '25	Sale	30.10	5,000	150,486	171,928	Dec 01 04:17 PM
Ceesay Abraham	Chief Executive Officer	Nov 17 '25	Sale	25.19	5,833	146,931	573,746	Nov 18 04:27 PM
Ceesay Abraham	Chief Executive Officer	Nov 17 '25	Sale	25.20	5,083	128,116	35,978	Nov 18 04:27 PM
Bredt David	Chief Scientific Officer	Nov 17 '25	Sale	25.19	8,500	214,091	401,142	Nov 18 04:24 PM

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Founder & Independent ChairmanDr. Steven M. Paul M.D.

CEOMr. Abraham N. Ceesay M.B.A.

Chief Financial OfficerMr. Troy A. Ignelzi

Chief Medical OfficerDr. Jeffrey Sevigny M.D.

Ph.D.Dr. David Bredt M.D.

APLD

Applied Digital Corp

CLM

Cornerstone Strategic Investment Fund Inc

CRF

Cornerstone Total Return Fund

DX

Dynex Capital Inc

FUL

H.B. Fuller Company

GRF

Eagle Capital Growth Fund Inc

RAPP

Rapport Therapeutics Inc

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