Overview
Gladstone Investment Corporation is a publicly traded business development company based in the United States. It primarily operates within the private equity and venture capital industry, focusing on acquiring mature, lower middle-market companies. The corporation specializes in buyouts and recapitalizations, often targeting stable businesses with strong management teams across diverse industries. Their strategy significantly revolves around providing both equity and debt investment capital, aiming to facilitate growth and operational improvements in their portfolio companies. Gladstone Investment Corporation’s portfolio encompasses various sectors, including but not limited to manufacturing, industrial, consumer products, and services, thereby spreading investment risks and capitalizing on multiple market dynamics.
Basic Stats
The share price of Gladstone Investment Corporation as of September 5, 2025 is $14.22 / share. This is an increase of 0.35% from the prior week. The market cap (or net worth) of Gladstone Investment Corporation as of September 5, 2025 is $531.16 MM.
The Factor Analysis chart (below right) shows a view of Gladstone Investment Corporation from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 531.16 MM |
| EV | 1,045.66 MM |
| Shares Out. | 37.35 MM |
| Earnings Date | |
| EPS (TTM) | 2.13 |
| Dividend Yield | 15.47 % |
| Ex-Dividend Date | 2025-09-22 |
| Borrow Rate | 55.69 |
| Short Shares Avail. | 0.20 MM |
| Short Interest | 2.76 MM |
| Short Float | |
| Days to Cover | 20.48 days |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | 12.23 % |
| Volatility (1 yr) | 0.24 |
| Beta | 0.90 |
| Sharpe Ratio (1 yr) | 0.33 |
| Sortino Ratio (1 yr) | 0.55 |
| PE Ratio | 6.67 |
| Price/Book | 1.09 |
| Price/TBV | 1.09 |
| Book/Market | 0.91 |
| EBIT/EV | 0.08 |
| EBIT(3yr avg)/EV | 0.06 |
| ROA | 0.09 |
| ROE | 0.17 |
| ROIC | 0.08 |
| CROIC | 0.00 |
| OCROIC | -0.05 |
| Implied Volatility | 20.21 % |
| Put/Call OI Ratio | 0.78 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Gladstone Investment Corporation is $14.15. The forecasts range from a low of $13.13 to a high of $15.22. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Gladstone Investment Corporation. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2022-11-02 | Ladenburg Thalmann | Neutral | Buy | Upgrade |
| 2021-04-21 | Oppenheimer | Perform | Initiate | |
| 2020-02-06 | Wedbush | Outperform | Neutral | Downgrade |
| 2019-05-15 | Ladenburg Thalmann | Buy | Neutral | Downgrade |
| 2018-03-06 | Wedbush | Neutral | Outperform | Upgrade |
| 2017-11-20 | Wedbush | Outperform | Neutral | Downgrade |
| 2017-11-03 | Jefferies | Hold | Maintains | |
| 2017-06-14 | Wedbush | Outperform | Initiate | |
| 2016-04-29 | Janney Capital | Buy | Initiate | |
| 2015-07-01 | Jefferies | Hold | Initiate | |
| 2014-05-23 | Ladenburg Thalmann | Buy | Neutral | Downgrade |
| 2014-01-22 | Ladenburg Thalmann | Neutral | Buy | Upgrade |
| 2014-01-07 | Hilliard Lyons | Buy | Neutral | Downgrade |
| 2013-11-07 | Hilliard Lyons | Long-Term Buy | Buy | Upgrade |
| 2013-09-09 | Hilliard Lyons | Neutral | Long-Term Buy | Upgrade |
| 2013-01-30 | Jefferies | Buy | Maintains | |
| 2012-10-15 | Jefferies | Buy | Initiate | |
| 2023-05-15 | Oppenheimer | Perform | Perform | Reiterate |
| 2024-05-09 | Ladenburg Thalmann | Buy | Neutral | Downgrade |
| 2024-05-10 | B. Riley Securities | Neutral | Neutral | Reiterate |
| 2024-08-07 | B. Riley Securities | Neutral | Neutral | Maintains |
| 2024-11-11 | B. Riley Securities | Neutral | Neutral | Maintains |
| 2025-05-14 | Ladenburg Thalmann | Buy | Neutral | Downgrade |
| 2025-09-05 | Clear Street | Buy | Initiate |
