LIEN Chicago Atlantic BDC, Inc. - Common Stock
NASDAQ · Financial Services · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 13, 2026
$9.50
· of 52w range
· above low
· to high
$8.9252w low
$11.2752w high
Market Cap (MRQ)
$217M
P/E
6.5
EPS
$1.46
your badges
52W Range
$9–$11
Analyst Rating
BUY
Price Target
$11
P/E
6.5
ROE
11.0%
Net Profit Margin
·
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LIEN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$9.50
Market Cap (MRQ)
$217M
P/E
6.5
EPS
$1.46
Div Yield
10.7%
ROE
11.0%
52W Range
$9–$11
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10-Year Performance Revenue, net income, margins and EPS trends
EPS$1.462022-03-31 → 2025-12-31
Net margin·2023-12-31 → 2023-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | LIEN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 6.55Y avg ≈1.6 | ≈1.6 | 7.5 | Fair value | |
| P/S | 20.7 | · | · | · | |
| P/B (MRQ) | 0.7 | · | 0.6 | Overvalued | |
| Price / Cash Flow | -10.6 | · | · | · | |
| Price / Tangible Book | 0.75Y avg ≈0.8 | ≈0.8 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | LIEN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| ROA | 10.2% | · | 2.4% | Top tier | |
| ROE | 11.0% | · | 6.9% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | LIEN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EPS YoY | 57.0% | · | · | · | |
| Net Income YoY | 245.8% | · | · | · | |
| Net Income CAGR 3Y | -51.6% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield10.7%
Payout Ratio69.9%
Annualized Payout≈$1.36
Growth Streak≈1
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 25, 2026 | $0.34 | USD | ≈13.5% |
| Jun 26, 2026 | $0.34 | USD | ≈13.6% |
| Mar 30, 2026 | $0.34 | USD | ≈14.6% |
| Dec 31, 2025 | $0.34 | USD | ≈13.2% |
| Sep 29, 2025 | $0.34 | USD | ≈12.4% |
| Jun 27, 2025 | $0.34 | USD | ≈12.6% |
| Mar 28, 2025 | $0.34 | USD | ≈10.3% |
| Dec 19, 2024 | $0.34 | USD | ≈8.9% |
| Sep 19, 2024 | $0.25 | USD | ≈12.5% |
| Jun 20, 2024 | $0.25 | USD | ≈15.8% |
| Mar 19, 2024 | $0.25 | USD | ≈16.3% |
| Dec 19, 2023 | $0.70 | USD | ≈15.0% |
| Sep 14, 2023 | $0.63 | USD | ≈6.6% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
5.8%
Next Report
Nov 11, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 13, 2026 | $0.34 | $0.41 | -16.7% |
| March 31, 2026 | May 14, 2026 | $0.44 | $0.36 | 21.7% |
| Dec. 31, 2025 | $0.36 | $0.37 | -1.7% | |
| Sept. 30, 2025 | $0.42 | $0.35 | 18.3% | |
| June 30, 2025 | $0.34 | $0.37 | -6.9% | |
| March 31, 2025 | $0.34 | $0.32 | 7.5% | |
| Dec. 31, 2024 | $0.35 | $0.30 | 18.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| SG&A Expense | $5M | $700.0K | $0 | · | |
| Interest Income | $49M | $20M | $12M | · | |
| Net Income | $33M | $10M | $7M | · | |
| EPS (Basic) | $1.46 | $0.93 | $1.18 | · | |
| EPS (Diluted) | $1.46 | $0.93 | $1.18 | · | |
| Shares (Basic) | 22,820,489 | 10,343,621 | 6,214,682 | · | |
| Shares (Diluted) | 22,820,489 | 10,343,621 | 6,214,682 | · | |
| EBITDA | $-3M | · | $-810.6K | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Cash & Equivalents | $3M | $24M | $33M | $35M | |
| Total Assets | $342M | $310M | $89M | $87M | |
| Total Liabilities | $39M | $8M | $3M | $495.5K | |
| Common Stock | $228.2K | $228.2K | $62.1K | $62.1K | |
| Paid-in Capital | $303M | $303M | $85M | $85M | |
| Retained Earnings | $25.6K | $-2M | $449.3K | $1M | |
| Stockholders' Equity | $303M | $301M | $86M | $86M | |
| Liabilities + Equity | · | · | $89M | · | |
| Shares Outstanding | 22,820,590 | 22,820,386 | 6,214,941 | 6,214,672 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| D&A | $-3M | $-1M | $-810.6K | · | |
| Other Non-cash | $-51M | · | $7M | · | |
| Operating Cash Flow | $-20M | $-5M | $6M | · | |
| Stock Issued | $0 | $9M | $0 | · | |
| Net Stock Activity | $0 | · | $0 | · | |
| Dividends Paid | $23M | $12M | $8M | · | |
| Financing Cash Flow | $-519.9K | $-4M | $-8M | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Net Margin | · | · | -8.5% | · | |
| EBITDA Margin | · | · | -7.4% | · | |
| ROA | 10.2% | · | -1.1% | · | |
| ROE | 11.0% | · | -1.1% | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Asset Turnover | · | · | 0.1 | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Book Value / Share | $13.30 | · | $13.77 | · | |
| Revenue / Share | · | · | $1.76 | · | |
| Cash Flow / Share | $-0.90 | · | $0.93 | · | |
| Cash / Share | $0.13 | · | $5.25 | · | |
| EPS (TTM) | $1.46 | $0.93 | $1.18 | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| EPS YoY | 57.0% | -21.2% | · | · | |
| Net Income YoY | 245.8% | 31.1% | · | · | |
| Net Income CAGR 3Y | · | -51.6% | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue TTM | $10M | $10M | $11M | · | |
| Net Income TTM | $33M | $10M | $7M | · | |
| Market Cap | $236M | · | $52M | · | |
| P/E | 7.1 | 13.1 | 7.2 | · | |
| P/S | 22.5 | · | 4.8 | · | |
| P/B | 0.8 | · | 0.6 | · | |
| P / Tangible Book | 0.8 | 0.9 | 0.6 | · | |
| P / Cash Flow | -11.5 | · | 9.1 | · | |
| Dividend Yield | 9.9% | · | 15.8% | · | |
| Earnings Yield | 14.1% | 7.6% | 14.0% | · | |
| Payout Ratio | 69.9% | · | · | · | |
| Annual Payout | $23M | $12M | $8M | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $1M | $1M | $1M | $1M | $974.5K | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $293.8K | |
| Operating Expenses | · | · | · | · | $4M | · | · | $3M | · | · | · | · | · | |
| Interest Income | · | · | $14M | $12M | $11M | $3M | $3M | $3M | · | · | · | · | · | |
| Net Income | $6M | $9M | $9M | $9M | $8M | $-165.0K | $1M | $-1M | $-3M | $1M | $2M | $559.9K | $-1M | |
| EPS (Basic) | $0.27 | $0.37 | $0.39 | $0.38 | $0.33 | $-0.03 | $0.21 | $0.08 | $0.20 | $0.19 | $0.38 | $0.09 | $-0.70 | |
| EPS (Diluted) | $0.27 | $0.37 | $0.39 | $0.38 | $0.33 | $-0.03 | $0.21 | $0.08 | $0.20 | $0.19 | $0.38 | $0.09 | $-0.70 | |
| Shares (Basic) | 22,820,590 | 22,820,590 | 22,820,568 | 22,820,405 | 22,820,386 | 6,214,965 | 6,214,949 | 6,214,941 | 6,214,673 | 6,214,672 | 6,214,672 | 6,214,672 | 3,557,529 | |
| Shares (Diluted) | 22,820,590 | 22,820,590 | 22,820,568 | 22,820,405 | 22,820,386 | 6,214,965 | 6,214,949 | 6,214,941 | 6,214,673 | 6,214,672 | 6,214,672 | 6,214,672 | 3,557,529 | |
| EBITDA | · | $-1M | · | · | $-522.9K | · | · | $-141.4K | · | · | $-140.8K | · | · |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $925.5K | $3M | $10M | $14M | $15M | $30M | $34M | $33M | $30M | $33M | $33M | · | · | |
| Total Assets | $344M | $373M | $327M | $332M | $314M | $89M | $90M | $90M | $89M | $91M | $90M | · | · | |
| Total Liabilities | $41M | $69M | $24M | $30M | $13M | $7M | $6M | $6M | $2M | $1M | $1M | · | · | |
| Common Stock | $228.2K | $228.2K | $228.2K | $228.2K | $228.2K | $62.1K | $62.1K | $62.1K | $62.1K | $62.1K | $62.1K | · | · | |
| Paid-in Capital | $303M | $303M | $303M | $303M | $303M | $85M | $85M | $85M | $85M | $85M | $85M | · | · | |
| Retained Earnings | $-817.7K | $877.2K | $-461.8K | $-2M | $-2M | $-3M | $-834.9K | $-574.0K | $2M | $5M | $4M | · | · | |
| Stockholders' Equity | $302M | $304M | $303M | $302M | $301M | $83M | $84M | $85M | $87M | $90M | $89M | · | $85M | |
| Liabilities + Equity | · | · | · | · | · | $89M | $90M | · | · | · | · | · | · | |
| Shares Outstanding | 22,820,590 | 22,820,590 | 22,820,590 | 22,820,408 | 22,820,386 | 6,214,995 | 6,214,964 | 6,214,949 | 6,214,705 | 6,214,672 | 6,214,672 | · | 6,214,672 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $-553.4K | $-1M | $-889.6K | $-693.2K | $-522.9K | $-152.1K | $-207.8K | $-141.4K | $-129.5K | $-160.7K | $-140.8K | $-40.5K | $50.0K | |
| Other Non-cash | · | $-28M | · | · | · | · | · | $3M | · | · | $-5M | · | · | |
| Operating Cash Flow | $33M | $-21M | $-1M | $2M | $-7M | $-2M | $2M | $2M | $840.2K | $351.6K | $-3M | $437.4K | $24M | |
| Stock Issued | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $5.4K | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $8M | $8M | $8M | $8M | $0 | $2M | $2M | $2M | $4M | $0 | $0 | · | $0 | |
| Financing Cash Flow | $-35M | $21M | $-2M | $-3M | $-2M | $-2M | $-2M | $-2M | $-4M | $0 | $0 | $0 | $5.4K |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | · | · | · | · | -67.8% | -10.1% | -40.0% | -95.8% | 46.6% | 101.7% | · | · | |
| EBITDA Margin | · | · | · | · | · | · | · | -5.5% | · | · | -6.1% | · | · | |
| ROA | 1.8% | 2.5% | 4.2% | 4.1% | · | -1.9% | -0.29% | -1.1% | -5.9% | 2.6% | 5.2% | · | · | |
| ROE | 2.0% | 2.8% | 4.6% | 4.5% | · | -2.0% | -0.30% | -1.2% | -6.0% | 2.7% | 5.3% | · | · |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | · | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | · | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $13.26 | $13.33 | $13.27 | $13.23 | $13.19 | $13.28 | $13.56 | $13.60 | $14.06 | $14.49 | $14.29 | · | · | |
| Revenue / Share | · | · | · | · | · | $0.41 | $0.42 | $0.42 | $0.44 | $0.42 | $0.37 | · | · | |
| Cash Flow / Share | · | $-0.91 | · | · | $-0.32 | · | · | $0.34 | · | · | $-0.42 | · | · | |
| Cash / Share | $0.04 | $0.15 | $0.46 | $0.61 | $0.65 | $4.84 | $5.47 | $5.34 | $4.80 | $5.29 | $5.24 | · | · | |
| EPS (TTM) | $1.39 | $1.50 | $1.77 | $1.35 | $1.18 | $0.67 | $0.90 | $0.88 | · | · | · | · | $-0.64 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | · | · | · | · | · | · | · | · | · | · | · | $10.1K | |
| Net Income TTM | $32M | $34M | $35M | $26M | $18M | $7M | $4M | $4M | · | · | · | · | $85M | |
| Market Cap | $223M | $213M | $240M | $236M | $257M | $66M | $73M | $60M | $60M | $51M | $57M | · | · | |
| P/E | 7.0 | 6.2 | 5.9 | 7.7 | 9.5 | 15.9 | 13.1 | 10.9 | · | · | · | · | -20.8 | |
| P/B | 0.7 | 0.7 | 0.8 | 0.8 | 0.9 | 0.8 | 0.9 | 0.7 | 0.7 | 0.6 | 0.6 | · | · | |
| P / Tangible Book | 0.7 | 0.7 | 0.8 | 0.8 | 0.9 | 0.8 | 0.9 | 0.7 | 0.7 | 0.6 | 0.6 | · | · | |
| P / Cash Flow | · | -10.2 | · | · | -35.3 | · | · | 28.4 | · | · | -22.1 | · | · | |
| Dividend Yield | 13.9% | 14.6% | 9.7% | 7.2% | 4.2% | 13.6% | 15.5% | 16.4% | · | · | 0.00% | · | · | |
| Earnings Yield | 14.2% | 16.1% | 16.9% | 13.0% | 10.5% | 6.3% | 7.6% | 9.2% | · | · | · | · | -4.8% | |
| Payout Ratio | · | 90.9% | · | · | · | · | · | -150.3% | · | 0.00% | 0.00% | · | · | |
| Annual Payout | $31M | $31M | $23M | $17M | $11M | $9M | $11M | $10M | · | · | $0 | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Net Income | $33M | $10M | $7M | · | $85M |
| Diluted EPS | $1.46 | $0.93 | $1.18 | · | $-0.64 |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 48 filers · $33.6M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
48
Value held
$33.6M
New positions
13
Exited positions
8
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 13 (+5 vs prior Q) | 8 (+3 vs prior Q) | 15 (+6 vs prior Q) | 5 (-8 vs prior Q) | -199K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| INTREPID CAPITAL MANAGEMENT INC | $7,387,927 | 756,185 | 21.96% | Shares |
| Sowell Financial Services LLC | $4,996,249 | 511,387 | 14.85% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1,852,353 | 189,596 | 5.50% | Shares |
| Corient Private Wealth LP | $1,845,192 | 188,863 | 5.48% | Shares |
| CDC Financial, Inc. | $1,733,110 | 177,391 | 5.15% | Shares |
| CONDOR CAPITAL MANAGEMENT | $1,599,089 | 163,673 | 4.75% | Shares |
| HighTower Advisors, LLC | $1,523,377 | 155,924 | 4.53% | Shares |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $1,419,933 | 145,336 | 4.22% | Shares |
| Black Maple Capital Management LP | $1,279,088 | 130,920 | 3.80% | Shares |
| RAYMOND JAMES FINANCIAL INC | $939,200 | 96,131 | 2.79% | Shares |
| CITADEL ADVISORS LLC | $861,216 | 88,149 | 2.56% | Shares |
| Northeast Financial Consultants Inc | $850,688 | 82,192 | 2.53% | Shares |
| BlackRock, Inc. | $727,670 | 74,480 | 2.16% | Shares |
| Clayton Partners LLC | $573,167 | 58,666 | 1.70% | Shares |
| RITHOLTZ WEALTH MANAGEMENT | $530,970 | 54,347 | 1.58% | Shares |
| Apollon Wealth Management, LLC | $476,864 | 48,809 | 1.42% | Shares |
| Toroso Investments, LLC | $402,880 | 39,001 | 1.20% | Shares |
| Venturi Wealth Management, LLC | $392,471 | 40,171 | 1.17% | Shares |
| FIRETHORN WEALTH PARTNERS, LLC | $377,653 | 38,654 | 1.12% | Shares |
| Gladstone Institutional Advisory LLC | $377,122 | 38,600 | 1.12% | Shares |
| Sage Mountain Advisors LLC | $300,887 | 30,797 | 0.89% | Shares |
| Closed-End Fund Advisors, Inc. | $276,520 | 28,303 | 0.82% | Shares |
| Wick Capital Partners, LLC | $263,468 | 26,967 | 0.78% | Shares |
| Twelve Points Wealth Management LLC | $256,296 | 26,233 | 0.76% | Shares |
| Seneca House Advisors | $247,396 | 25,322 | 0.74% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $240,567 | 24,623 | 0.71% | Shares |
| Trexquant Investment LP | $236,483 | 24,205 | 0.70% | Shares |
| MILLENNIUM MANAGEMENT LLC | $232,086 | 23,755 | 0.69% | Shares |
| Savant Capital, LLC | $182,113 | 18,640 | 0.54% | Shares |
| Tyche Wealth Partners LLC | $170,975 | 17,500 | 0.51% | Shares |
| BROWN ADVISORY INC | $159,632 | 16,339 | 0.47% | Shares |
| Centiva Capital, LP | $153,233 | 15,684 | 0.46% | Shares |
| Icon Wealth Advisors, LLC | $139,271 | 14,255 | 0.41% | Shares |
| Mesirow Financial Investment Management, Inc. | $121,470 | 12,433 | 0.36% | Shares |
| FreeGulliver LLC | $119,595 | 12,241 | 0.36% | Shares |
| ENTREWEALTH, LLC | $113,948 | 12,148 | 0.34% | Shares |
| Bernardo Wealth Planning LLC | $100,416 | 10,278 | 0.30% | Shares |
| Triumph Capital Management | $65,703 | 6,725 | 0.20% | Shares |
| MORGAN STANLEY | $48,155 | 4,928 | 0.14% | Shares |
| CITIGROUP INC | $32,954 | 3,373 | 0.10% | Shares |
| Rockefeller Capital Management L.P. | $29,310 | 3,000 | 0.09% | Shares |
| BROWN BROTHERS HARRIMAN & CO | $7,328 | 750 | 0.02% | Shares |
| Spire Wealth Management | $1,954 | 200 | 0.01% | Shares |
| LVM CAPITAL MANAGEMENT LTD/MI | $1,576 | 161,326 | 0.00% | Shares |
| Quarry LP | $1,358 | 139 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $292 | 29,875 | 0.00% | Shares |
| Caitong International Asset Management Co., Ltd | $107 | 11 | 0.00% | Shares |
| UBS Group AG | $20 | 2 | 0.00% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Chicago Atlantic Loan Portfolio, LLC ×3 filings | April 11, 2025 | 0.00% | Amendment | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 8 insiders · 6 officers · 2 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Peter Sack | Chief Executive Officer | Sept. 19, 2025 P | 5,918 | 0 | 0 | $0 |
| Gregory M. Gentile | CFO, CCO and Secretary | Sept. 2, 2022 P | 7,882 | 0 | 0 | $0 |
| Bernardino Colonna | President | Aug. 31, 2026 P | 5,030 | 5 | 0 | $26,509 |
| Scott Gordon | Co-Chief Investment Officer | Aug. 31, 2026 P | 96,190 | 10 | 0 | $590,915 |
| Gianni James Lezziere Fazio | Chief Accounting Officer | Aug. 17, 2026 P | 200 | 1 | 0 | $1,910 |
| Umesh Mahajan | Secretary; Co-CIO | Aug. 17, 2026 P | 6,997 | 1 | 0 | $38,400 |
| John Mazarakis | 10% owner | Aug. 17, 2026 P | 60,000 | 1 | 0 | $566,400 |
| Chicago Atlantic Loan Portfolio, LLC | 10% owner | Oct. 9, 2024 J | 14,338,594 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
LIEN Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 8 analysts
BUY
Median target
$11.00
+15.8%
2 25.0%
Strong Buy
4 50.0%
Buy
2 25.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
1 analysts · 2026-10-03Mean target $11.00 +15.8%
Low$11.00
Mean$11.00
High$11.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| LIEN | $236M | 7.1 | · | · | 11.0% | · |
| CCAP | $519M | 7.8 | · | · | 4.8% | · |
| HRZN | · | -107.5 | · | · | · | · |
| PSBD | $381M | 7.3 | · | · | -0.65% | · |
| RWAY | · | · | · | · | · | · |
| SAR | · | · | · | · | · | · |
| PNNT | · | · | · | · | · | · |
| SCM | $367M | 13.3 | · | · | 7.3% | · |
| SPMC | · | · | · | · | · | · |
| TPVG | $265M | 6.2 | 14.9% | 2346.5% | 14.0% | · |
| BANX | · | · | · | · | · | · |
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-Q filed Aug 13, 2026