Special Opportunities Fund, Inc. (SPE) Stock Price & Analysis
Special Opportunities Fund, Inc. (SPE) closed at USD 12.34 on Thursday, October 15, 2026, down 0.16% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 12.36; the Oct 15, 2026 session ranged USD 12.21–12.34 on volume of 34,076 shares. Market capitalization is $136.00M, with a 52-week range of USD 12.21–15.56 (NYQ). Source: Nexqual, retrieved October 16, 2026 at 05:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SPE.md
Key facts (SPE)
- Analysts: None.
- Total return with dividends: 1Y -7.0% vs S&P 500 +18.1%; 5Y +35.5% vs S&P 500 +85.1%.
Analysts (SPE)
Consensus None.
Total return (dividends reinvested) (SPE)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | -7.0% | +35.5% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -7.1% | +6.2% |
| Volatility (annualized) | 11.0% | 14.1% |
| Max drawdown | -12.3% (Jan 2026→Oct 2026) | -23.7% (Jan 2022→Oct 2022) |
Key Statistics (as of October 16, 2026 at 05:22 UTC)
| Price | USD 12.34 |
|---|---|
| Change | ▼ 0.16% (down) |
| Previous Close | USD 12.36 |
| Open | USD 12.3 |
| Day Range | USD 12.21 – 12.34 |
| 52-Week Range | USD 12.21 – 15.56 |
| Volume | 34,076 shares |
| Market Cap | $136.00M |
| Exchange | NYQ |
Technical Analysis (SPE)
Nexqual's technical model rates SPE "SELL" based on 2 bullish and 5 bearish signals across 127 daily candles, as of October 16, 2026 at 05:22 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 20.75 (oversold) |
| vs SMA50 | Below (USD 13.14) |
| MACD | -0.21 (negative) |
Analyst Ratings (SPE)
Wall Street analysts rate SPE "None", per Nexqual as of October 16, 2026 at 05:22 UTC.
| Consensus Rating | None |
|---|
Earnings (SPE)
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Financials & Fundamentals (SPE)
| Total Revenue | $8.50M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +17.60% |
| Gross Margin | +100.00% |
| Operating Margin | +72.38% |
| Profit Margin | +129.97% |
| ROE | +4.73% |
| Current Ratio | 0.57 |
| Total Debt | $0 |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Financial Health Score (SPE)
Nexqual rates Special Opportunities Fund, Inc.'s overall financial health "Mixed" across five dimensions, as of October 16, 2026 at 05:22 UTC.
| Growth | Strong — Revenue +18% YoY (latest Q) |
|---|---|
| Profitability | Weak — Pre-revenue or very early stage |
| Balance Sheet | Mixed — No data |
| Cash Flow | Solid — Operating cash flow $17M (TTM) |
| Efficiency | Weak — ROE 5%, ROA 1.4% |
Ownership (SPE)
| Insider Ownership | +0.02% |
|---|---|
| Institutional Ownership | +28.38% |
| Shares Outstanding | 11.02M |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Leadership (SPE)
Special Opportunities Fund, Inc. is led by Phillip Franklin Goldstein (age 80), Chairman & Secretary, per Nexqual as of October 16, 2026 at 05:22 UTC.
| Chairman & Secretary | Phillip Franklin Goldstein (age 80) |
|---|---|
| President & Interested Director | Andrew Dakos (age 59) |
| CFO & Treasurer | Thomas Antonucci (age 56) |
Major Backers & Investors (SPE)
Notable institutional backers of Special Opportunities Fund, Inc. include Focus Partners Wealth, Shaker Financial Services, LLC, Blue Bell Private Wealth Management, LLC, according to Nexqual as of October 16, 2026 at 05:22 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Focus Partners Wealth | 11.72% |
| Shaker Financial Services, LLC | 5.26% |
| Blue Bell Private Wealth Management, LLC | 3.36% |
| CSS LLC | 1.15% |
| Scotia Capital Inc. | 1.02% |
| Advisors Asset Management, Inc. | 1% |
| Morgan Stanley | 0.91% |
| Gatepass Capital, LLC | 0.54% |
Source: Nexqual, October 16, 2026 at 05:22 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 05:22 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