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SFES · Safeguard Scientifics Inc

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$0.47 +0.06 (+14.51%) At close · Aug 28
Rebalance outlook locked
Market Cap
$7.86M
Shares
16.72M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$0.47 Open$0.45 Day$0.45–0.47 52W close$0.37–1.80 Avg vol 30d10K Short int42K · 0.3% float · 2.4d Short vol2% Last earningsNov 2, 2023 DataJan 2020–Aug 2026 Filing10-K · Mar 26

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-K
filed Mar 26, 2024

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Neutral Momentum Weak Sentiment Bearish Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 14.9 · calm Equity put/call 0.70
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −40%
below
Price vs 50-day avg +11%
above
RSI (14) 60
neutral
MACD trend Positive
52-week position 7%
near low
Volume (OBV) Bearish div.
distributing
Momentum
relative strength
Weak
1-month return +20%
trailing
6-month return −38%
trailing
YTD return −41%
this year
Relative strength −52%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $0 › 200d $1 — 200d above 50d
Institutional flow Distributing
-67% holders QoQ · +1 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.25% of float · ▲ +3.3% MoM · 2.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
1 holders — 13F breadth
Squeeze score 37
low risk · 0–100
Fundamentals
Strong
EPS growth +30%
Y/Y
Buyback $34.0M
authorized
Balance sheet $60.9M
net debt
Quant / Vol
risk profile
Very High
Volatility 167%
annualized · 1-yr
Max drawdown −79%
past year
ATR 6.6%
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
3 · 2 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−40% Bearish
Price vs 50-day avg
+11% Bullish
RSI (14)
60 Neutral
MACD trend
Positive Bullish
52-week position
7% Bearish
Volume (OBV)
Bearish div. Bearish
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $0 › 200d $1 — 200d above 50d
Institutional flow Distributing
-67% holders QoQ · +1 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.25% of float · ▲ +3.3% MoM · 2.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
1 holders — 13F breadth
Price context
position in its 52-week range
Range low $0 Now $0 · 7% Range high $2
vs 200-day avg -40% vs 50-day avg +11%

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
SFES
Safeguard Scientifics Inc
this stock
$7.86M -41.3% — — 0.3%
BLK
BlackRock, Inc.
 $375.52B +8.0% +16.2% 27.7 0.6%
BX
Blackstone Inc.
 $107.52B -7.1% +9.2% 32.1 2.9%
KKR
KKR & Co. Inc.
 $97.56B -13.9% -11.0% — 1.4%
BN
BROOKFIELD Corp /ON/
 $92.02B -10.2% — — 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 section
Ownership
Institutional Holders Reducing
Holders
1
% held
0.0%
Net QoQ
-15.8K sh
Top holder
Rise Advisors, LLC
Held Float
View
Short & Settlement
Short Interest Rising
Shares short
42.2K
Days to cover
2.4d
Change
+1.3K sh
View
Short Volume
Short vol %
2%
As of
Aug 28, 2026
Short Total
View
Fails to Deliver
FTD shares
606
Value
$297
As of
Jun 22, 2026
View
Off-Exchange
Off-exchange %
100.0%
Week of
Jul 27, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$34.8M
Net income (FY)
$110.6M
EPS diluted
$-0.61
View
Buybacks
Authorized · 3 programs
$34.0M
View
Filings
SEC Filings
Latest
10-K
Filed
Mar 26, 2024
This year
0
View
Earnings & Events
Earnings Calls
Last call
Nov 2, 2023
View

Performance

5D 20D 120D MTD YTD
SFES +23.6% +20.4% -38.2% +21.2% -41.3%
SPY +0.5% +3.0% +13.4% +3.0% +12.8%
vs SPY +23.1% +17.4% -51.7% +18.2% -54.1%

Capital returns

Latest dividend
$1.40 / share · ex Apr 21, 2026
Raised 300%
Paid (TTM)
$1.40 / share · 1 payout
Dividend yield (TTM, derived)
— · history filling in
Buyback programs · 3 active · as of Mar 31, 2022
Authorized (total)
$34.00M
Spent (derived)
—
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 86115 CUSIP 786449306 Visit website

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