SRH Total Return Fund, Inc. (STEW) Stock Price & Analysis
SRH Total Return Fund, Inc. (STEW) closed at USD 17.84 on Thursday, October 15, 2026, up 0.85% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 17.69; the Oct 15, 2026 session ranged USD 17.78–17.91 on volume of 76,020 shares. Market capitalization is $1.72B, with a 52-week range of USD 16.55–19.05 (NYQ). Source: Nexqual, retrieved October 16, 2026 at 05:21 UTC.
Also available as compact Markdown for AI agents: nexqual.com/STEW.md
Key facts (STEW)
- Analysts: None.
- Total return with dividends: 1Y +4.6% vs S&P 500 +18.1%; 5Y +60.7% vs S&P 500 +85.1%.
Analysts (STEW)
Consensus None.
Total return (dividends reinvested) (STEW)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | +4.6% | +60.7% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +4.6% | +9.9% |
| Volatility (annualized) | 11.2% | 16.6% |
| Max drawdown | -9.7% (Feb 2026→Mar 2026) | -26.0% (Mar 2022→Sep 2022) |
Key Statistics (as of October 16, 2026 at 05:21 UTC)
| Price | USD 17.84 |
|---|---|
| Change | ▲ 0.85% (up) |
| Previous Close | USD 17.69 |
| Open | USD 17.75 |
| Day Range | USD 17.78 – 17.91 |
| 52-Week Range | USD 16.55 – 19.05 |
| Volume | 76,020 shares |
| Market Cap | $1.72B |
| Exchange | NYQ |
Technical Analysis (STEW)
Nexqual's technical model rates STEW "SELL" based on 2 bullish and 4 bearish signals across 127 daily candles, as of October 16, 2026 at 05:21 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 50.04 (neutral) |
| vs SMA50 | Below (USD 18.14) |
| MACD | -0.12 (negative) |
Analyst Ratings (STEW)
Wall Street analysts rate STEW "None", per Nexqual as of October 16, 2026 at 05:21 UTC.
| Consensus Rating | None |
|---|
Earnings (STEW)
Source: Nexqual, October 16, 2026 at 05:21 UTC.
Financials & Fundamentals (STEW)
| Total Revenue | $33.05M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +3.50% |
| Gross Margin | +100.00% |
| Operating Margin | +33.64% |
| Profit Margin | +446.83% |
| ROE | +6.98% |
| Debt / Equity | 0.1 |
| Current Ratio | 0.07 |
| Total Debt | $223.84M |
Source: Nexqual, October 16, 2026 at 05:21 UTC.
Financial Health Score (STEW)
Nexqual rates SRH Total Return Fund, Inc.'s overall financial health "Mixed" across five dimensions, as of October 16, 2026 at 05:21 UTC.
| Growth | Mixed — Revenue +3.5% YoY (latest Q), slow |
|---|---|
| Profitability | Weak — Small revenue base — building scale |
| Balance Sheet | Solid — Debt/Equity 0.1x |
| Cash Flow | Solid — Operating cash flow $70M (TTM) |
| Efficiency | Mixed — ROE 7%, ROA 0.2% |
Ownership (STEW)
| Insider Ownership | +47.15% |
|---|---|
| Institutional Ownership | +20.41% |
| Shares Outstanding | 96.44M |
| Short % of Float | +0.07% |
Source: Nexqual, October 16, 2026 at 05:21 UTC.
Leadership (STEW)
SRH Total Return Fund, Inc. is led by Joel W. Looney CFP (age 63), Portfolio Manager, President & Chairman, per Nexqual as of October 16, 2026 at 05:21 UTC.
| Portfolio Manager, President & Chairman | Joel W. Looney CFP (age 63) |
|---|
Major Backers & Investors (STEW)
Notable institutional backers of SRH Total Return Fund, Inc. include Atlas Wealth LLC , Morgan Stanley, JP Wealth Management, Inc., according to Nexqual as of October 16, 2026 at 05:21 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Atlas Wealth LLC | 3.64% |
| Morgan Stanley | 2.15% |
| JP Wealth Management, Inc. | 1.63% |
| Bulldog Investors, LLP | 1.4% |
| Special Opportunities Fund, Inc. | 1.16% |
| 1607 Capital Partners, LLC | 0.93% |
| Pathstone Holdings, LLC | 0.92% |
| Allspring Global Investments Holdings, LLC | 0.88% |
Source: Nexqual, October 16, 2026 at 05:21 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 05:21 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