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GAIN · Gladstone Investment Corporation\De

$16.13 -0.33 (-2.00%) At close · Jul 29
Market Cap
$642.33M
Shares
39.82M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$16.13 Open$16.46 Day$16.12–16.54 52W$12.71–17.14 Avg vol 30d206K Short int707K · 1.8% float · 3.2d Short vol42% Last earningsAug 7, 2026 DataJan 2020–Jul 2026 Filing10-K · May 12

Up next

Next earnings call
Aug 7, 2026 Scheduled · in 1 wks
FQ2-27 quarter ends
~Sep 30, 2026 Est
filed May 12, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Neutral Momentum Very Strong Sentiment Neutral Fundamentals Fair Quant / Vol Very Low
      Market backdrop VIX 18.2 · elevated Equity put/call 0.71
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg +10%
      above
      Price vs 50-day avg +2%
      above
      RSI (14) 51
      neutral
      MACD trend Negative
      52-week position 77%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +4%
      trailing
      6-month return +16%
      trailing
      YTD return +17%
      this year
      Relative strength +9%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $16 › 200d $15 — 50d above 200d
      Institutional flow Distributing
      26 of 91 funds reported for Jun 30 · net -59.8K sh shares · +3 new
      Insider flow Accumulating
      Net +$14.9K over 90 days · 0% sells
      Short interest Rising
      1.78% of float · ▲ +7.2% MoM · 3.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      91 holders — near 3-yr high, broad support
      Squeeze score 55
      elevated · 0–100
      Fundamentals
      Fair
      EPS growth +21%
      Y/Y
      Balance sheet $550.2M
      net debt
      Quant / Vol
      risk profile
      Very Low
      Volatility 21%
      annualized · 1-yr
      Max drawdown −13%
      past year
      ATR 2.2%
      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 Neutral
      1 · 4 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +10% Bullish
      Price vs 50-day avg
      +2% Bullish
      RSI (14)
      51 Neutral
      MACD trend
      Negative Bearish
      52-week position
      77% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $16 › 200d $15 — 50d above 200d
      Institutional flow Distributing
      26 of 91 funds reported for Jun 30 · net -59.8K sh shares · +3 new
      Insider flow Accumulating
      Net +$14.9K over 90 days · 0% sells
      Short interest Rising
      1.78% of float · ▲ +7.2% MoM · 3.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      91 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $13 Now $16 · 77% 52-wk high $17
      vs 200-day avg +10% vs 50-day avg +2%

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

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Adjusted net investment income per weighted-average common share non-GAAP $0.88 For the year ended March 31, 2026
      Net asset value per common share $16.78 As of March 31, 2026
      Number of portfolio companies 29 As of March 31, 2026
      Total distributable earnings $181,468K As of March 31, 2026
      Total distributable earnings per common share $4.56 As of March 31, 2026
      Total dollars invested $173,616K For the year ended March 31, 2026
      Estimated spillover non-GAAP 22,943K Q3 FY2026
      Estimated spillover per common share non-GAAP $0.58 Q3 FY2026
      Fair value, as a percent of cost 115.5% Q3 FY2026
      Weighted average interest rate of debt investments 12.9% Q3 FY2026

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Asset Management — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      GAIN
      Gladstone Investment Corporation\De
      this stock
      $642.33M +17.5% 1.8%
      BLK
      BlackRock, Inc.
      $357.45B +3.1% +16.2% 27.6 0.6%
      BX
      Blackstone Inc.
      $96.13B -15.1% +9.2% 33.2 3.2%
      BN
      BROOKFIELD Corp /ON/
      $94.64B -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
      93
      % held
      17.3%
      Reported
      26 of 91
      Top holder
      Melia Wealth LLC
      Held Float
      View
      Held by Funds
      Fund positions
      8
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      707.1K
      Days to cover
      3.2d
      Change
      +47.8K sh
      View
      Short Volume
      Short vol %
      42%
      As of
      Jul 29, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      20
      Value
      $295
      As of
      Jun 25, 2026
      View
      Off-Exchange
      Off-exchange %
      58.3%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net buying
      Net (90d)
      +$14.9K
      Buyers / Sellers
      1 / 0
      Buyers Sellers
      View
      Financials
      Financials
      Net income (FY)
      $184.8M
      EPS diluted
      $0.76
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 8, 2026
      This year
      11
      View
      Earnings & Events
      Earnings Calls Upcoming
      Next call
      Aug 6, 2026
      Last call
      May 12, 2026
      View
      Investor Relations
      Upcoming events
      2
      View

      Performance

      5D 20D 120D MTD YTD
      GAIN -1.0% +4.3% +16.2% +4.3% +17.5%
      SPY -1.0% 0.0% +7.4% -0.8% +8.6%
      vs SPY -0.1% +4.4% +8.8% +5.1% +8.8%

      Capital returns

      Latest dividend
      $0.08 / share · ex Jul 24, 2026
      Cut 85.2%
      Paid (TTM)
      $0.96 / share · 12 payouts
      Dividend yield (TTM, derived)
      5.95%

      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 1321741 CUSIP 376546107 13F (30d) 25 filings 25 filers Visit website Investor relations