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RILY

BRC Group Holdings, Inc.
$7.18 +0.19 (+2.72%) At close · Jul 15
Market Cap
$255.09M
Shares
37,130,592

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$7.18 Open$7.05 Day$6.99–7.31 52W$3.64–11.24 Avg vol 30d911K Short int4.7M · 12.7% float · 3.7d Short vol48% Last earningsMay 7, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 7
Up next
Next earnings call
Sep 30, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 7, 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
      Sell
      SellHoldBuy
      Technical Sell Momentum Weak Sentiment Neutral Fundamentals Strong Quant / Vol Very High
      Market backdrop VIX 16.7 · calm Equity put/call 0.67
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 200-day avg +3%
      above
      Price vs 50-day avg −17%
      below
      RSI (14) 41
      neutral
      MACD trend Negative
      52-week position 47%
      mid-range
      Momentum
      relative strength
      Weak
      1-month return −22%
      trailing
      6-month return −25%
      trailing
      YTD return +54%
      this year
      Relative strength −35%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $9 › 200d $7 — 50d above 200d
      Institutional flow Accumulating
      3 of 79 funds reported for Jun 30 · net +31.7K sh shares · +2 new
      Insider flow Distributing
      Net -$2.6M over 90 days · 100% sells
      Short interest Rising
      12.66% of float · ▲ +33.6% MoM · 3.7 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      79 holders — mid 3-yr range
      Squeeze score 71
      high risk · 0–100
      Fundamentals
      Strong
      Revenue growth +30%
      Y/Y
      EPS growth +138%
      Y/Y
      Free cash flow $-63.2M
      Valuation P/E 0.4
      below peers
      Balance sheet $1.2B
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 109%
      annualized · 1-yr
      Max drawdown −51%
      past year
      ATR 8.0%
      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 Sell
      2 · 3 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +3% Bullish
      Price vs 50-day avg
      −17% Bearish
      RSI (14)
      41 Neutral
      MACD trend
      Negative Bearish
      52-week position
      47% Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $9 › 200d $7 — 50d above 200d
      Institutional flow Accumulating
      3 of 79 funds reported for Jun 30 · net +31.7K sh shares · +2 new
      Insider flow Distributing
      Net -$2.6M over 90 days · 100% sells
      Short interest Rising
      12.66% of float · ▲ +33.6% MoM · 3.7 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      79 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $4 Now $7 · 47% 52-wk high $11
      vs 200-day avg +3% vs 50-day avg -17%

      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
      client assets under management $11.9B Q1 FY2026
      assets under management $11.9B first quarter 2026 call
      debt and equity raises for clients $10B first quarter 2026 call
      new ATMs filed $8.7B first quarter 2026 call
      operating adjusted EBITDA non-GAAP $34.6M first quarter 2026 call
      registered representatives 190 first quarter 2026 call
      Capital Markets segment income $60.7M Q3 2025
      Equity and debt capital raises $10.5B Q3 2025

      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

      Financial Conglomerates — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      RILY
      BRC Group Holdings, Inc.
      this stock
      $255.09M +53.7% +29.6% 0.4 12.7%
      IX
      Orix Corp
      $43.50B +36.3% +1.5% 0.1%
      FRHC
      Freedom Holding Corp.
      $9.17B +29.6% +9.3% 59.6 2.2%
      VOYA
      Voya Financial, Inc.
      $9.12B +36.0% +1.7% 15.2 3.1%
      HTH
      Hilltop Holdings Inc.
      $2.31B +14.6% +15.5% 14.9 3.2%

      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
      81
      % held
      34.5%
      Reported
      3 of 79
      Top holder
      DBA TRADING, LLC
      Held Float
      View
      Held by Funds
      Fund positions
      35
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      4.7M
      Days to cover
      3.7d
      Change
      +1.2M sh
      View
      Short Volume
      Short vol %
      48%
      As of
      Jul 16, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      245
      Value
      $2.0K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      53.2%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$2.6M
      Buyers / Sellers
      0 / 2
      Buyers Sellers
      View
      Financials
      Financials
      Revenue (FY)
      $967.6M
      Net income (FY)
      $307.4M
      EPS diluted
      $9.80
      View
      Buybacks
      Authorized
      shares 4.0M
      Remaining
      shares 3.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 2, 2026
      This year
      24
      View
      Proposed Sales
      Value
      $1.8M
      Shares
      195.5K
      Filed
      Jun 16, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 7, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      RILY -0.1% -21.6% -24.9% -10.7% +53.8%
      SPY +1.3% -0.2% +10.1% +1.1% +10.7%
      vs SPY -1.4% -21.5% -35.0% -11.8% +43.1%

      Capital returns

      Buyback program · as of Dec 31, 2025
      Authorized
      shares 4.00M
      Spent (derived)
      shares 1.05M
      Remaining
      shares 2.95M
      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 1464790 CUSIP 05580M108 13F (30d) 3 filings 3 filers Visit website Investor relations