HRZN · Horizon Technology Finance Corp

$4.66 -0.04 (-0.85%) At close · Jul 17

Market Cap

$318.10M

68,261,111

Up next

Next earnings call

Aug 14, 2026 Est · unconfirmed · in 4 wks

FQ3-26 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-Q

filed May 5, 2026

AI Brief

TL;DR.

Bullish

Bearish

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

Equibles Rating blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Neutral Momentum Weak Sentiment Bullish Fundamentals Strong Quant / Vol High

Market backdrop VIX 18.8 · elevated Equity put/call 0.73

Technical

price trend

Neutral

50 / 200-day cross No cross

Price vs 200-day avg −15%

below

Price vs 50-day avg +5%

above

RSI (14) 56

neutral

MACD trend Positive

52-week position 24%

mid-range

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Weak

1-month return +13%

trailing

6-month return −28%

trailing

YTD return −24%

this year

Relative strength −36%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $4 › 200d $5 — 200d above 50d

Institutional flow Accumulating

14 of 58 funds reported for Jun 30 · net +144.5K sh shares · +8 new

Insider flow Accumulating

Net +$629.6K over 90 days · 0% sells

Short interest Falling

4.57% of float · ▼ -8.6% MoM · 4.3 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

58 holders — mid 3-yr range

Squeeze score 63

elevated · 0–100

Fundamentals

Strong

EPS growth +63%

Y/Y

Valuation P/E 8.8

below peers

Buyback $8.1M

remaining

Balance sheet $473.0M

net debt

Quant / Vol

risk profile

High

Volatility 43%

annualized · 1-yr

Max drawdown −48%

past year

ATR 3.0%

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

−15% Bearish

Price vs 50-day avg

+5% Bullish

RSI (14)

56 Neutral

MACD trend

Positive Bullish

52-week position

24% Neutral

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bullish · 3 of 6

Trend (MA cross) No cross

50d $4 › 200d $5 — 200d above 50d

Institutional flow Accumulating

14 of 58 funds reported for Jun 30 · net +144.5K sh shares · +8 new

Insider flow Accumulating

Net +$629.6K over 90 days · 0% sells

Short interest Falling

4.57% of float · ▼ -8.6% MoM · 4.3 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

58 holders — mid 3-yr range

Price context

position in its 52-week range

52-wk low $4 Now $5 · 24% 52-wk high $7

vs 200-day avg -15% vs 50-day avg +5%

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
Annualized portfolio yield on debt investments	15.2%	Q1 2026	—

Committed Backlog	$180M	Q1 2026	—
Undistributed spillover income per share	$0.52	Q1 2026	—

Warrant and equity positions (number of companies)	91	Q1 2026	—
additional capital from merger	$141M	first quarter 2026 call	—
available liquidity	$105M	first quarter 2026 call	—
cash	$73M	first quarter 2026 call	—
committed and approved backlog	$180M	first quarter 2026 call	—
committed and approved backlog (Q4 2025)	$154M	fourth quarter 2025 call	—
current portfolio	$696M	first quarter 2026 call	—
debt investment portfolio on a net cost basis	$655M	first quarter 2026 call	—
debt portfolio yield	15.2%	first quarter 2026 call	—
debt-to-equity ratio	1.35	first quarter 2026 call	—
fair value of warrants, equity and other investments	$50M	first quarter 2026 call	—
loan prepayment and refinancing prepaid principal	$63M	first quarter 2026 call	—
NAV per share	$6.98	first quarter 2026 call	—

net leverage ratio	1.13	first quarter 2026 call	—
onboarding debt investment yield	12%	first quarter 2026 call	—
potential new investment capacity	$357M	first quarter 2026 call	—
regular monthly distributions	$0.06	July, August and September 2026 call	—
special monthly distributions	$0.03	July, August and September 2026 call	—
stock repurchase program	$10M	first quarter 2026 call	—
undrawn credit facility availability	$32M	first quarter 2026 call	—
warrants, equity and other investments in portfolio companies	99	first quarter 2026 call	—
Annual portfolio yield on debt investments	15.8%	FY2025	—
Funded loans (Full Year)	28	FY2025	—
Funded loans amount (Full Year)	$277.5M	FY2025	—
Funded loans amount (Q4)	$102.5M	Q4 FY2025	—
Liquidity events (Full Year)	23	FY2025	—
Net asset value	$318.5M	Q4 FY2025	—
Total investment portfolio	$647.2M	Q4 FY2025	—
Warrant and equity portfolio companies	89	Q4 FY2025	—

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
HRZN Horizon Technology Finance Corp this stock	$318.10M	-24.2%	—	8.8	4.6%
BLK BlackRock, Inc.	$349.20B	+0.7%	+16.2%	27.0	0.6%
BN BROOKFIELD Corp /ON/	$97.45B	-4.6%	—	—	0.7%
BX Blackstone Inc.	$94.28B	-16.7%	+9.2%	32.5	3.1%
KKR KKR & Co. Inc.	$90.63B	-20.7%	-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 Accumulating

Holders

% held: 5.0%
Reported: 14 of 58
Top holder: Green Alpha Advisors, LLC

Held Float

View

Held by Funds

Fund positions

View

Short & Settlement

Short Interest Falling

Shares short

3.1M

Days to cover: 4.3d
Change: -291.9K sh

View

Short Volume

Short vol %

59%

As of: Jul 17, 2026

Short Total

View

Fails to Deliver

FTD shares

17.7K

Value: $82.3K
As of: Jun 30, 2026

View

Off-Exchange

Off-exchange %

57.5%

Week of: May 4, 2026

Off-exch Lit

View

Smart Money

Insider Trades Cluster buy

Net (90d)

+$629.6K

Buyers / Sellers: 6 / 0

Buyers Sellers

View

Financials

Net income (FY)

$-2.7M

EPS diluted: $-0.06

View

Buybacks

Authorized

$10.0M

Remaining: $8.1M

Spent Remaining

View

Filings

SEC Filings

Latest

8-K

Filed: Jun 26, 2026
This year: 16

View

Earnings & Events

Earnings Calls

Last call

May 5, 2026

View

Performance

	5D	20D	120D	MTD	YTD
HRZN	+0.2%	+12.6%	-27.7%	-1.5%	-24.2%
SPY	-1.5%	+0.3%	+7.8%	-0.5%	+9.0%
vs SPY	+1.8%	+12.3%	-35.5%	-1.0%	-33.2%

Capital returns

Latest dividend

$0.09 / share · ex Jul 16, 2026

Raised 50%

Paid (TTM)

$1.13 / share · 12 payouts

Dividend yield (TTM, derived)

24.25%

Buyback program · as of Mar 31, 2026

Authorized

$10.00M

Spent (derived)

$1.90M

Remaining

$8.10M

Spent Remaining

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 1487428 CUSIP 44045A102 13F (30d) 12 filings 12 filers Visit website Investor relations

HRZN · Horizon Technology Finance Corp

Price & Indicators

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns