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BXSY · Bexil Investment Trust

Track BXSY — free
$16.70 -0.08 (-0.48%) At close · Nov 12
Market Cap
$216.15M
Shares
12.94M
Volume · Nov 12 9669 Avg daily vol (3M) 7945

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$16.70 Open$16.78 Day$16.51–16.79 52W close$14.41–18.27 Avg vol 30d8K Short int20K · 0.2% of shares · 2.1d Short vol75% DataJan 2020–Nov 2026

Latest documents

2026
Oct 9
Proxy statement DEFA14A
Proxy statement

Bexil Investment Trust urges shareholders to call Georgeson LLC at 1 (877) 568-5022 before the adjourned shareholder meeting on November 19, 2026 regarding an important matter concerning their investment.

Sep 28
Proxy statement DEFA14A
Proxy statement

Bexil Investment Trust urges shareholders to contact Georgeson LLC before the shareholder meeting on October 8, 2026 regarding an important matter affecting their investment.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
6.1%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
+13.2%
Trailing year
Short interest
0.2%
Latest settlement · 2.1 days to cover
View all 125 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Neutral Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 18.7 · elevated Equity put/call 0.72
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg −0%
below
Price vs 50-day avg −3%
below
RSI (14) 40
neutral
MACD trend Positive
52-week position 59%
mid-range
Momentum
relative strength
Neutral
1-month return −2%
trailing
6-month return +1%
trailing
YTD return +9%
this year
Relative strength −1%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $17 › 200d $17 — 50d above 200d
Institutional flow Accumulating
1 of 2 funds reported for Sep 30 · net +3.6K sh shares
Insider flow Accumulating
Net +$18.1K over 90 days · 0% sells
Short interest Rising
0.16% of shares out · ▲ +3.8% MoM · 2.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
2 holders — mid 3-yr range
Squeeze score 43
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 14%
annualized · 1-yr
Max drawdown −13%
past year
ATR 1.2%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Buy
0 · 5 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−0% Neutral
Price vs 50-day avg
−3% Neutral
RSI (14)
40 Neutral
MACD trend
Positive Bullish
52-week position
59% Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $17 › 200d $17 — 50d above 200d
Institutional flow Accumulating
1 of 2 funds reported for Sep 30 · net +3.6K sh shares
Insider flow Accumulating
Net +$18.1K over 90 days · 0% sells
Short interest Rising
0.16% of shares out · ▲ +3.8% MoM · 2.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
2 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $14 Now $17 · 59% Range high $18
vs 200-day avg 0% vs 50-day avg -3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
BXSY
Bexil Investment Trust
this stock
$216.15M +9.2% — — 0.2%
BLK
BlackRock, Inc.
$394.26B +13.7% +16.2% 27.7 0.7%
BN
BROOKFIELD Corp
$92.96B -9.3% — — 0.0%
BX
Blackstone Inc.
$89.04B -23.1% +9.2% 26.4 2.6%
KKR
KKR & Co. Inc.
$86.72B -23.8% -11.0% — 0.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
2
% held
5.8%
Reported
1 of 2
Top holder
Atlas Wealth LLC
Held Float
View
Held by Funds
Fund positions
4
View
Short & Settlement
Short Interest Rising
Shares short
20.3K
Days to cover
2.1d
Change
+748 sh
View
Short Volume
Short vol %
75%
As of
Nov 12, 2026
Short Total
View
Fails to Deliver
FTD shares
2
Value
$34
As of
Sep 29, 2026
View
Off-Exchange
Off-exchange %
99.7%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$18.1K
Buyers / Sellers
1 / 0
Buyers Sellers
View
Filings
SEC Filings
Latest
DEFA14A
Filed
Oct 9, 2026
This year
5

Bexil Investment Trust urges shareholders to call Georgeson LLC at 1 (877) 568-5022 before the adjourned shareholder meeting on November 19, 2026 regarding an important matter concerning their investment.

View

Performance

5D 20D 120D MTD YTD
BXSY +0.0% -2.3% +0.9% -0.2% +9.2%
SPY +3.3% -1.9% +1.5% +0.2% +11.0%
vs SPY -3.3% -0.4% -0.6% -0.4% -1.9%

Capital returns

Latest dividend
$0.26 / share · ex Sep 16, 2026
Declared · upcoming
$0.26 / share · ex Dec 15, 2026
Raised 4%
Paid (TTM)
$1.03 / share · 4 payouts
Dividend yield (TTM, derived)
6.17%
Full dividend history

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1059213 CUSIP 25538A204 13F (30d) 1 filings 1 filers Visit website