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BXSY · Bexil Investment Trust

Track BXSY — free
$17.54 -0.06 (-0.34%) At close · Sep 21
Market Cap
$227.16M
Shares
12.94M

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$17.54 Open$17.55 Day$17.44–17.67 52W close$14.41–18.27 Avg vol 30d10K Short int19K · 0.1% float · 1.0d Short vol19% DataJan 2020–Sep 2026

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
5.9%
Trailing 12 months
Shares change YoY
Year over year · more shares
Price change (1Y)
+18.9%
Trailing year
Short interest
0.1%
Latest settlement · 1.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 14.8 · calm Equity put/call 0.58
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +7%
above
Price vs 50-day avg −1%
below
RSI (14) 41
neutral
MACD trend Negative
52-week position 81%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return −3%
trailing
6-month return +21%
trailing
YTD return +15%
this year
Relative strength −2%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $18 › 200d $16 — 50d above 200d
Institutional flow Accumulating
+1 funds added
Insider flow Accumulating
Net +$1.8M over 90 days · 0% sells
Short interest Rising
0.15% of float · ▲ +5.7% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
1 holders — near 6-yr low, contrarian setup
Squeeze score 28
low risk · 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 1.1%
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 Neutral
1 · 5 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+7% Bullish
Price vs 50-day avg
−1% Neutral
RSI (14)
41 Neutral
MACD trend
Negative Bearish
52-week position
81% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $18 › 200d $16 — 50d above 200d
Institutional flow Accumulating
+1 funds added
Insider flow Accumulating
Net +$1.8M over 90 days · 0% sells
Short interest Rising
0.15% of float · ▲ +5.7% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
1 holders — near 6-yr low, contrarian setup
Price context
position in its 52-week range
Range low $14 Now $18 · 81% Range high $18
vs 200-day avg +7% vs 50-day avg -1%

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
$227.16M +14.6% 0.1%
BLK
BlackRock, Inc.
$344.91B +1.9% +16.2% 25.4 0.6%
BX
Blackstone Inc.
$94.92B -18.0% +9.2% 28.4 2.9%
KKR
KKR & Co. Inc.
$88.70B -20.9% -11.0% 1.5%
BN
BROOKFIELD Corp /ON/
$83.40B -17.2% 1.0%

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
1
% held
5.8%
Net QoQ
+751.5K sh
Top holder
Atlas Wealth LLC
Held Float
View
Held by Funds
Fund positions
4
View
Short & Settlement
Short Interest Rising
Shares short
18.9K
Days to cover
1.0d
Change
+1.0K sh
View
Short Volume
Short vol %
19%
As of
Sep 21, 2026
Short Total
View
Fails to Deliver
FTD shares
125
Value
$2.1K
As of
Jun 30, 2026
View
Off-Exchange
Off-exchange %
100.0%
Week of
Aug 17, 2026
Off-exch Lit
View
Smart Money
Insider Trades Cluster buy
Net (90d)
+$1.8M
Buyers / Sellers
3 / 0
Buyers Sellers
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Aug 25, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
BXSY -2.2% -2.7% +20.6% -3.5% +14.6%
SPY +1.7% +1.0% +22.4% +0.8% +13.4%
vs SPY -3.8% -3.7% -1.9% -4.4% +1.2%

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)
5.87%

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 Visit website Investor relations