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EQS · Equus Total Return, Inc.

$1.21 -0.04 (-3.20%) At close · Jul 29
Market Cap
$16.90M
Shares
13.97M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$1.21 Open$1.20 Day$1.15–1.25 52W$1.07–2.49 Avg vol 30d11K Short int40K · 0.3% float · 2.9d Short vol17% DataJan 2020–Jul 2026 Filing10-Q · May 20

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 20, 2026

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Bearish Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 20.7 · elevated Equity put/call 0.61
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −19%
below
Price vs 50-day avg −4%
below
RSI (14) 51
neutral
MACD trend Positive
52-week position 10%
near low
Volume (OBV) Bullish div.
accumulating
Momentum
relative strength
Very Weak
1-month return −2%
trailing
6-month return −10%
trailing
YTD return −14%
this year
Relative strength −17%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $1 › 200d $2 — 200d above 50d
Institutional flow Distributing
-20% holders QoQ
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.29% of float · ▲ +105.5% MoM · 2.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
8 holders — mid 3-yr range
Squeeze score 49
elevated · 0–100
Fundamentals
Excellent
EPS growth +25%
Y/Y
Balance sheet $133.0K
net cash
Quant / Vol
risk profile
Very High
Volatility 60%
annualized · 1-yr
Max drawdown −57%
past year
ATR 5.1%
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
2 · 3 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−19% Bearish
Price vs 50-day avg
−4% Neutral
RSI (14)
51 Neutral
MACD trend
Positive Bullish
52-week position
10% Bearish
Volume (OBV)
Bullish div. Bullish
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $1 › 200d $2 — 200d above 50d
Institutional flow Distributing
-20% holders QoQ
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.29% of float · ▲ +105.5% MoM · 2.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
8 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $1 Now $1 · 10% 52-wk high $2
vs 200-day avg -19% vs 50-day avg -4%

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
EQS
Equus Total Return, Inc.
this stock
$16.90M -14.2% 0.3%
BLK
BlackRock, Inc.
$351.47B +1.4% +16.2% 27.2 0.6%
BX
Blackstone Inc.
$96.13B -15.1% +9.2% 33.2 3.2%
BN
BROOKFIELD Corp /ON/
$93.12B -8.8% 0.7%
KKR
KKR & Co. Inc.
$89.14B -22.0% -11.0% 1.7%

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 Reducing
Holders
8
% held
0.9%
Net QoQ
-23.9K sh
Top holder
MORGAN STANLEY
Held Float
View
Short & Settlement
Short Interest Rising
Shares short
40.2K
Days to cover
2.9d
Change
+20.6K sh
View
Short Volume
Short vol %
17%
As of
Jul 29, 2026
Short Total
View
Fails to Deliver
FTD shares
148
Value
$212
As of
Jun 3, 2026
View
Off-Exchange
Off-exchange %
86.6%
Week of
May 4, 2026
Off-exch Lit
View
Financials
Financials
Net income (FY)
$-14.2M
EPS diluted
$-1.03
View
Filings
SEC Filings
Latest
8-K
Filed
Jul 2, 2026
This year
9
View

Performance

5D 20D 120D MTD YTD
EQS +5.2% -2.4% -10.4% -2.4% -14.2%
SPY -2.4% -2.3% +6.3% -2.3% +7.0%
vs SPY +7.6% -0.1% -16.7% -0.1% -21.2%
Key facts CIK 878932 CUSIP 294766100 Visit website