Herzfeld Credit Income Fund, Inc. (HERZ) Stock Price & Analysis
Herzfeld Credit Income Fund, Inc. (HERZ) closed at USD 15.18 on Thursday, October 15, 2026, down 0.23% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 15.22; the Oct 15, 2026 session ranged USD 14.87–15.18 on volume of 5,818 shares. Market capitalization is $30.63M, with a 52-week range of USD 13.71–28.3 (NCM). Source: Nexqual, retrieved October 16, 2026 at 05:20 UTC.
Also available as compact Markdown for AI agents: nexqual.com/HERZ.md
Key facts (HERZ)
- Analysts: None.
- Total return with dividends: 1Y +22.4% vs S&P 500 +18.1%; 5Y -5.5% vs S&P 500 +85.1%.
Analysts (HERZ)
Consensus None.
Total return (dividends reinvested) (HERZ)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | +22.4% | -5.5% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +22.5% | -1.1% |
| Volatility (annualized) | 45.2% | 29.8% |
| Max drawdown | -33.6% (Dec 2025→Feb 2026) | -47.5% (Nov 2021→Nov 2023) |
Key Statistics (as of October 16, 2026 at 05:20 UTC)
| Price | USD 15.18 |
|---|---|
| Change | ▼ 0.23% (down) |
| Previous Close | USD 15.22 |
| Open | USD 14.96 |
| Day Range | USD 14.87 – 15.18 |
| 52-Week Range | USD 13.71 – 28.3 |
| Volume | 5,818 shares |
| Market Cap | $30.63M |
| Exchange | NCM |
Technical Analysis (HERZ)
Nexqual's technical model rates HERZ "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 16, 2026 at 05:20 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 44.73 (neutral) |
| vs SMA50 | Below (USD 15.75) |
| MACD | -0.23 (negative) |
Analyst Ratings (HERZ)
Wall Street analysts rate HERZ "None", per Nexqual as of October 16, 2026 at 05:20 UTC.
| Consensus Rating | None |
|---|
Earnings (HERZ)
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Financials & Fundamentals (HERZ)
| Total Revenue | $3.24M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +194.30% |
| Gross Margin | +100.00% |
| Operating Margin | +53.49% |
| Profit Margin | -8.61% |
| ROE | -0.66% |
| Current Ratio | 1.53 |
| Total Debt | $0 |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Financial Health Score (HERZ)
Nexqual rates Herzfeld Credit Income Fund, Inc.'s overall financial health "Mixed" across five dimensions, as of October 16, 2026 at 05:20 UTC.
| Growth | Strong — Revenue +194% YoY (latest Q) |
|---|---|
| Profitability | Weak — Pre-revenue or very early stage |
| Balance Sheet | Mixed — No data |
| Cash Flow | Solid — Operating cash flow $5M (TTM) |
| Efficiency | Critical — ROE -1%, ROA 2.3% |
Ownership (HERZ)
| Insider Ownership | +15.14% |
|---|---|
| Institutional Ownership | +50.14% |
| Shares Outstanding | 2.02M |
| Short % of Float | +0.81% |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Major Backers & Investors (HERZ)
Notable institutional backers of Herzfeld Credit Income Fund, Inc. include Herzfeld (Thomas J.) Advisors, Inc, Envestnet Asset Management Inc., Choreo, LLC, according to Nexqual as of October 16, 2026 at 05:20 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Herzfeld (Thomas J.) Advisors, Inc | 4.2% |
| Envestnet Asset Management Inc. | 1.38% |
| Choreo, LLC | 0.24% |
| CSS LLC | 0.19% |
| Private Advisor Group, LLC | 0.11% |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BXSL | Blackstone Secured Lending Fund | USD 24.19 | ▲ 1.81% |
| VCTR | Victory Capital Holdings, Inc. | USD 109.3 | ▼ 0.25% |
| PDI | PIMCO Dynamic Income Fund | USD 14.38 | ▲ 1.84% |
| AMG | Affiliated Managers Group, Inc. | USD 383.04 | ▲ 1.06% |
| SEIC | SEI Investments Company | USD 105.27 | ▼ 0.23% |
| IVZ | Invesco Ltd | USD 28.8 | ▼ 0.41% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:20 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt