HRZN · Horizon Technology Finance Corp
Price & Indicators
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AI Brief
TL;DR.
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 adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Annualized portfolio yield on debt investments | 14.9% | Q2 2026 | — |
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| Committed Backlog | 228M | Q2 2026 | — |
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| Funded loans amount | 72.7M | Q2 2026 | — |
| Secured loans in debt portfolio | 43 | Q2 2026 | — |
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| Undistributed spillover income | $0.33 | Q2 2026 | — |
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| Warrant and equity positions | 88 | Q2 2026 | — |
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| Total investment portfolio | 695.7M | Q1 2026 | — |
| Annual portfolio yield on debt investments | 15.8% | Full Year 2025 | — |
| Funded loans | $277.5M | Full Year 2025 | — |
| Portfolio companies (warrant, equity and other investments) | 97 | Q4 2025 | — |
| Portfolio companies with liquidity events | 23 | Full Year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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HRZN
this stock
Horizon Technology Finance Corp
|
$335.84M | -22.3% | — | — | 4.2% |
|
BLK
BlackRock, Inc.
|
$381.41B | +9.7% | +16.2% | 28.1 | 0.7% |
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BX
Blackstone Inc.
|
$108.04B | -6.6% | +9.2% | 32.3 | 3.5% |
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KKR
KKR & Co. Inc.
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$102.34B | -10.6% | -11.0% | — | 1.6% |
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BN
BROOKFIELD Corp /ON/
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$97.94B | -4.4% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HRZN | +8.0% | +7.5% | -20.0% | +16.0% | -22.3% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +7.6% | +3.1% | -33.7% | +12.1% | -36.2% |
Capital returns
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.