AI Score
Our AI model analyzes fundamental, technical, and statistical indicators
to predict the probability of a bullish trend over the next three months.
We regularly update and refine our models to deliver the most reliable forecasts
for you.
Bullish Probability | Sentiment | Score |
---|---|---|
+80% | Strong Buy | 10 |
+75% | Buy | 9 |
+70% | Buy | 8 |
+60% | Buy | 7 |
+50% | Hold | 6 |
+45% | Hold | 5 |
+40% | Hold | 4 |
+35% | Sell | 3 |
+30% | Sell | 2 |
+20% | Strong Sell | 1 |
Company Description
Equus Total Return, Inc. is a business development company (BDC) specializing in leveraged buyouts, management buyouts, corporate partnerships/joint ventures, growth and expansion capital, acquisition financing, roll-up acquisition strategies, operational turnarounds, recapitalizations of existing businesses, special situations, equity and equity-oriented securities issued by privately owned companies, debt securities including subordinate debt, debt convertible into common or preferred stock, or debt combined with warrants and common and preferred stock, and preferred equity financing.
It invests in small to mid-sized companies and acts as a lead investor.
It invests in technology, telecommunication, financial services, natural resource and industrial manufacturing and services.
It invests in companies engaged in the alternative energy, real estate, healthcare, education, e-learning, leisure and entertainment, and foreign investment sector in the United States, China, India, and Europe.
It investments include common and preferred stock, debt convertible into common or preferred stock, debt combined with warrants and options, and other rights to acquire common or preferred stock.
It seeks to invest in companies between $1 million to $25 million with revenues between $5 million and $150 million with EBITDA between $2 million to $50 million.
It seeks to take control and non-control equity positions.
Equus Total Return, Inc. was founded in 1991 and is based in Houston, Texas with additional office in Vancouver, Canada.
Country | United States |
IPO Date | Sep 11, 1992 |
Industry | Asset Management |
Sector | Financial Services |
Employees | 0 |
CEO | John A. Hardy |
Contact Details
Address: 700 Louisiana Street Houston, Texas United States | |
Website | https://www.equuscap.com |
Stock Details
Ticker Symbol | EQS |
Exchange | NYSE |
Fiscal Year | January - December |
Reporting Currency | USD |
CIK Code | 0000878932 |
CUSIP Number | 294766100 |
ISIN Number | US2947661003 |
Employer ID | 76-0345915 |
SIC Code |
Key Executives
Name | Position |
---|---|
John A. Hardy | Chief Executive Officer & Director |
L'Sheryl Deirdre Hudson | Chief Financial Officer, Senior Vice President & Treasurer |
Clarence K. Wong | Senior Vice President of Operations & Engineering |
Kenneth Ian Denos Esq., J.D. | Chief Compliance Officer, Secretary & Director |
Latest SEC Filings
Date | Type | Title |
---|---|---|
Nov 19, 2024 | 40-17F2 | Filing |
Nov 15, 2024 | 8-K | Current Report |
Nov 14, 2024 | 10-Q | Quarterly Report |
Nov 07, 2024 | 8-K | Current Report |
Oct 22, 2024 | 8-K | Current Report |
Aug 20, 2024 | 8-K | Current Report |
Aug 19, 2024 | 10-Q | Quarterly Report |
Aug 14, 2024 | NT 10-Q | Filing |
Aug 02, 2024 | 40-17F2 | Filing |
Jun 28, 2024 | 8-K | Current Report |