Equus Total Return

EQS

Market cap $33.8M

Overview Fund Activity

2.49 USD

+0.04

1.63%

At close Updated Sep 15, 4:00 PM EDT

1 day

1.63%

5 days

2.89%

1 month

33.16%

3 months

81.75%

6 months

130.56%

Year to date

112.82%

1 year

69.39%

5 years

91.54%

10 years

38.33%

About: Equus Total Return Inc is a United States-based closed-end management investment company. It invests mainly in companies pursuing growth either through acquisition or organically, leveraged buyouts, management buyouts, and recapitalizations of existing businesses or special situations, and achieves capital appreciation by making investments in equity and equity-oriented securities issued by privately-owned companies or smaller public companies in transactions.

Financials Asset Management

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

13% more capital invested

Capital invested by funds: $147K [Q1] → $166K (+$18.5K) [Q2]

0% more funds holding

Funds holding: 9 [Q1] → 9 (+0) [Q2]

0.06% less ownership

Funds ownership: 1.08% [Q1] → 1.02% (-0.06%) [Q2]

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

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Financial journalist opinion

Equus Announces Second Quarter Net Asset Value

HOUSTON, Aug. 18, 2025 (GLOBE NEWSWIRE) -- Equus Total Return, Inc. (NYSE: EQS) (“Equus” or the “Company”) reports net assets as of June 30, 2025, of $34.1 million. Net asset value per share decreased to $2.51 as of June 30, 2025, from $2.52 as of March 31, 2025.

Equus Announces Second Quarter Net Asset Value

Equus Subsidiary, Morgan E&P, Secures $3 Million Term Loan to Advance Drilling and Work-Over Program in North Dakota's Williston Basin

HOUSTON, Aug. 14, 2025 (GLOBE NEWSWIRE) -- Equus Total Return, Inc. (NYSE: EQS) (“Equus” or the “Company”) today announced that its wholly-owned subsidiary, Morgan E&P, LLC (“Morgan”), has successfully closed on a $3 million term loan facility. The proceeds will be used to fund near-term drilling and work-over operations in the Bakken Shale formation of North Dakota's Williston Basin on two existing, but non-producing wells owned by Morgan.

Equus Subsidiary, Morgan E&P, Secures $3 Million Term Loan to Advance Drilling and Work-Over Program in North Dakota's Williston Basin

Equus Subsidiary, Morgan E&P, Engages Michael Reger to Lead Operations in the Williston Basin

HOUSTON, Aug. 06, 2025 (GLOBE NEWSWIRE) -- Equus Total Return, Inc. (NYSE: EQS) ("Equus") today announced that its wholly-owned subsidiary Morgan E&P, LLC ("Morgan"), has entered into a consulting agreement with Michael Reger and Reger Oil, LLC, a leading energy consultancy. Mr. Reger has elected to receive Equus shares in lieu of cash compensation.

Equus Subsidiary, Morgan E&P, Engages Michael Reger to Lead Operations in the Williston Basin

Equus Receives Notice of Non-Compliance with New York Stock Exchange Share Price Rule

Company Intends to Regain Compliance with NYSE Rule Notice Has No Immediate Impact on the Listing or Trading of Equus Common Stock

Equus Receives Notice of Non-Compliance with New York Stock Exchange Share Price Rule

Equus Announces First Quarter Net Asset Value

HOUSTON, May 19, 2025 (GLOBE NEWSWIRE) -- Equus Total Return, Inc. (NYSE: EQS) (“Equus” or the “Company”) reports net assets as of March 31, 2025, of $34.2 million. Net asset value per share increased to $2.52 as of March 31, 2025, from $2.17 as of December 31, 2024. Comparative data is summarized below (in thousands, except per share amounts):

Equus Announces First Quarter Net Asset Value

Equus Announces Fourth Quarter Net Asset Value

HOUSTON, April 11, 2025 (GLOBE NEWSWIRE) -- Equus Total Return, Inc. (NYSE: EQS) (“Equus” or the “Company”) reports net assets as of December 31, 2024, of $29.5 million. Net asset value per share decreased to $2.17 as of December 31, 2024, from $2.96 as of September 30, 2024. Comparative data is summarized below (in thousands, except per share amounts):

Equus Announces Fourth Quarter Net Asset Value

Equus Announces Appointments of Fraser Atkinson as Chairman and John J. May as Director

HOUSTON, Jan. 06, 2025 (GLOBE NEWSWIRE) -- Equus Total Return, Inc. (NYSE: EQS) (“Equus” or the “Fund”) today announces that Fraser Atkinson has been appointed as the Fund's independent Chairman of the Board and that John J. May has been appointed as an independent director, each with immediate effect.

Equus Announces Appointments of Fraser Atkinson as Chairman and John J. May as Director

Equus Announces Third Quarter Net Asset Value

HOUSTON, Nov. 14, 2024 (GLOBE NEWSWIRE) -- Equus Total Return, Inc. (NYSE: EQS) (“Equus” or the “Company”) reports net assets as of September 30, 2024, of $40.2 million. Net asset value per share decreased to $2.96 as of September 30, 2024, from $3.66 as of June 30, 2024.

Equus Announces Third Quarter Net Asset Value

Equus Announces Second Quarter Net Asset Value

HOUSTON, Aug. 20, 2024 (GLOBE NEWSWIRE) -- Equus Total Return, Inc. (NYSE: EQS) (“Equus” or the “Company”) reports net assets as of June 30, 2024, of $49.8 million. Net asset value per share increased to $3.66 as of June 30, 2024, from $3.38 as of March 31, 2024.

Equus Announces Second Quarter Net Asset Value

Equus Announces First Quarter Net Asset Value

HOUSTON, May 16, 2024 (GLOBE NEWSWIRE) -- Equus Total Return, Inc. (NYSE: EQS) (“Equus” or the “Company”) reports net assets as of March 31, 2024, of $45.9 million. Net asset value per share decreased to $3.38 as of March 31, 2024, from $3.55 as of December 31, 2023.

Equus Announces First Quarter Net Asset Value

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