STEW SRH Total Return Fund, Inc. Common Stock

NYSE · N/A
$18.27
Price · Aug 18, 2026
52W Range
$17–$19
69% of range
Analyst Rating
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Price Target
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P/E (TTM)
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ROE
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Net Profit Margin
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STEW Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$18.27
Market Cap
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P/E (TTM)
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EPS (TTM)
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Revenue (TTM)
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Div Yield
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ROE
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Debt/Equity
—
52W Range
$17 – $19

STEW Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS —
Free Cash Flow —
Margins —

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
STEW
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
STEW
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
STEW
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
STEW
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
STEW
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
STEW
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
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Payout Ratio
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5Y Div CAGR
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Ex-dateAmount
July 24, 2026$0.2000
April 23, 2026$0.2000
Jan. 23, 2026$0.2000
Oct. 24, 2025$0.1650
July 24, 2025$0.1650
April 23, 2025$0.1650
Jan. 24, 2025$0.1650
Oct. 24, 2024$0.1380
July 24, 2024$0.1380
April 22, 2024$0.1380
Jan. 23, 2024$0.1380
Oct. 23, 2023$0.1250
July 21, 2023$0.1250
April 20, 2023$0.1250
Jan. 23, 2023$0.1250
Oct. 21, 2022$0.1200
July 21, 2022$0.1200
April 21, 2022$0.1200
Jan. 21, 2022$0.1200
Oct. 21, 2021$0.1020

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Institutional owners (13F) 134 filers · $295.1M 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.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
11 (0 vs prior Q) 9 (-1 vs prior Q) 43 (-3 vs prior Q) 34 (-1 vs prior Q) +3.6M

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
Atlas Wealth LLC $62,852,494 3,511,313 21.30% Shares
JP Wealth Management, Inc. $28,164,451 1,573,433 9.54% Shares
Bulldog Investors, LLP $24,121,718 1,347,582 8.17% Shares
1607 Capital Partners, LLC $16,099,636 899,421 5.46% Shares
Pathstone Holdings, LLC $15,902,831 888,426 5.39% Shares
Allspring Global Investments Holdings, LLC $15,275,359 853,372 5.18% Shares
CSS LLC/IL $8,269,173 461,965 2.80% Shares
LPL Financial LLC $7,999,463 446,897 2.71% Shares
GatePass Capital, LLC $7,940,440 443,600 2.69% Shares
B. Riley Wealth Advisors, Inc. $7,222,015 405,048 2.45% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $6,690,334 373,762 2.27% Shares
Shaker Financial Services, LLC $5,347,017 298,716 1.81% Shares
BANK OF AMERICA CORP /DE/ $5,123,598 286,235 1.74% Shares
Quantedge Capital Pte Ltd $4,387,344 245,103 1.49% Shares
FLAGSHIP HARBOR ADVISORS, LLC $3,834,017 214,190 1.30% Shares
RPO LLC $3,203,921 178,990 1.09% Shares
WOLVERINE ASSET MANAGEMENT LLC $3,194,595 178,469 1.08% Shares
Winning Points Advisors, LLC $3,079,962 172,065 1.04% Shares
SRH ADVISORS, LLC $2,950,310 164,822 1.00% Shares
Kingdom Financial Group LLC. $2,918,799 163,061 0.99% Shares
PRINCIPAL SECURITIES, INC. $2,802,872 156,585 0.95% Shares
Rockefeller Capital Management L.P. $2,785,235 155,599 0.94% Shares
RAYMOND JAMES FINANCIAL INC $2,659,306 148,565 0.90% Shares
EVOLVE PRIVATE WEALTH, LLC $2,619,745 146,354 0.89% Shares
Almitas Capital LLC $2,394,537 133,773 0.81% Shares
Matisse Capital $2,394,000 140,000 0.81% Shares
UHLMANN PRICE SECURITIES, LLC $2,047,401 114,375 0.69% Shares
CAPSTONE INVESTMENT ADVISORS, LLC $2,001,560 111,819 0.68% Shares
ENVESTNET ASSET MANAGEMENT INC $1,895,335 105,885 0.64% Shares
HighTower Advisors, LLC $1,854,992 103,631 0.63% Shares
SouthState Bank Corp $1,790,000 100,000 0.61% Shares
D.A. DAVIDSON & CO. $1,498,301 83,703 0.51% Shares
&PARTNERS $1,396,522 78,118 0.47% Shares
NewEdge Advisors, LLC $1,354,971 75,697 0.46% Shares
UBS Group AG $1,353,705 75,626 0.46% Shares
OPPENHEIMER & CO INC $1,340,298 74,877 0.45% Shares
KINGSWOOD WEALTH ADVISORS, LLC $1,302,673 72,775 0.44% Shares
MML INVESTORS SERVICES, LLC $1,267,139 70,790 0.43% Shares
BOOTHBAY FUND MANAGEMENT, LLC $1,186,716 66,297 0.40% Shares
Advisory Advocates, LLC $1,108,194 61,910 0.38% Shares
Peak Asset Management, LLC $918,002 51,285 0.31% Shares
MONETARY MANAGEMENT GROUP INC $911,110 50,900 0.31% Shares
MORGAN STANLEY $905,223 50,571 0.31% Shares
DCF Advisers, LLC $895,000 50,000 0.30% Shares
Beverly Hills Private Wealth, LLC $890,251 49,735 0.30% Shares
WealthTrust Axiom LLC $838,467 46,842 0.28% Shares
TWIN FOCUS CAPITAL PARTNERS, LLC $778,417 43,487 0.26% Shares
Private Advisor Group, LLC $728,403 40,693 0.25% Shares
Clear Creek Financial Management, LLC $690,940 38,600 0.23% Shares
OSAIC HOLDINGS, INC. $675,978 37,763 0.23% Shares
FLPUTNAM INVESTMENT MANAGEMENT CO $674,347 37,673 0.23% Shares
GRACE & WHITE INC /NY $654,424 36,560 0.22% Shares
READYSTATE ASSET MANAGEMENT LP $633,588 35,396 0.21% Shares
COMMONWEALTH EQUITY SERVICES, LLC $582,190 32,524 0.20% Shares
XTX Topco Ltd $570,938 31,896 0.19% Shares
Cetera Investment Advisers $460,166 25,707 0.16% Shares
Joel Isaacson & Co., LLC $445,119 24,867 0.15% Shares
Meridian Wealth Management, LLC $425,232 23,756 0.14% Shares
LEVEL FOUR ADVISORY SERVICES, LLC $420,630 23,498 0.14% Shares
Closed-End Fund Advisors, Inc. $412,398 23,039 0.14% Shares
Heritage Wealth Management, Inc. $355,422 19,856 0.12% Shares
NWF Advisory Services Inc. $344,575 19,250 0.12% Shares
Sather Financial Group Inc $342,946 19,159 0.12% Shares
Kestra Advisory Services, LLC $339,773 18,982 0.12% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $338,041 18,885 0.11% Shares
Roundview Capital LLC $327,562 18,300 0.11% Shares
Stratos Wealth Partners, LTD. $312,659 17,467 0.11% Shares
Mariner, LLC $311,250 17,388 0.11% Shares
STIFEL FINANCIAL CORP $292,196 16,324 0.10% Shares
WestHill Financial Advisors, Inc. $289,407 16,168 0.10% Shares
Ancora Advisors LLC $277,110 15,481 0.09% Shares
Waverly Advisors, LLC $273,906 15,302 0.09% Shares
INTEGRATED CAPITAL MANAGEMENT, INC. $265,948 14,857 0.09% Shares
Wealthspire Advisors, LLC $262,737 14,678 0.09% Shares
Nitor Capital Management LLC $253,302 14,151 0.09% Shares
GREENWOOD GEARHART LLC $252,891 14,128 0.09% Shares
HANOVER ADVISORS INC $250,170 13,976 0.08% Shares
High Falls Advisors, Inc $245,477 13,240 0.08% Shares
Moloney Securities Asset Management, LLC $234,573 12,917 0.08% Shares
Horizon Wealth Management, LLC $223,809 12,503 0.08% Shares
JONES FINANCIAL COMPANIES LLLP $223,330 12,575 0.08% Shares
MERCER GLOBAL ADVISORS INC /ADV $222,421 12,426 0.08% Shares
Z3 Capital Partners, LLC $216,378 12,088 0.07% Shares
DECISION INVESTMENTS, INC $208,374 11,641 0.07% Shares
STEPHENS INC /AR/ $207,336 11,583 0.07% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $205,850 11,500 0.07% Shares
Sage Capital Management, LLC $201,724 11,269 0.07% Shares
Steward Partners Investment Advisory, LLC $199,836 11,164 0.07% Shares
Camelot Portfolios, LLC $194,233 10,851 0.07% Shares
Carnegie Lake Advisors LLC $192,336 10,745 0.07% Shares
Basepoint Wealth LLC $189,510 10,587 0.06% Shares
Buffington Mohr McNeal $184,627 10,703 0.06% Shares
JANE STREET GROUP, LLC $152,204 8,503 0.05% Shares
CALDWELL SUTTER CAPITAL, INC. $151,899 8,486 0.05% Shares
LANARK FINANCIAL, INC. $151,087 8,440 0.05% Shares
Costello Asset Management, INC $122,002 6,816 0.04% Shares
Global Retirement Partners, LLC $114,663 6,406 0.04% Shares
FINANCIAL CONSULATE, INC $107,875 6,026 0.04% Shares
Sugarloaf Wealth Management, LLC $101,692 6,348 0.03% Shares
CWM, LLC $98,616 5,767 0.03% Shares

Company insiders 18 insiders · 0 officers · 1 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Steven K Norgaard Director March 20, 2015 P 3,779 0 0 $0
ERNEST HOREJSI TRUST NO 1B 10% owner Oct. 30, 2020 S 0 0 0 $0
Joel W Looney — March 26, 2025 J 72,911 0 0 $0
Stephen C Miller — March 3, 2021 S 11,436 0 0 $0
MILDRED B. HOREJSI TRUST — Oct. 30, 2020 S 0 0 0 $0
SUSAN L CICIORA TRUST — Oct. 30, 2020 P 23,349,382 0 0 $0
STEWART WEST INDIES TRUST — Oct. 30, 2020 P 16,900,168 0 0 $0
LOLA BROWN TRUST 1B — Oct. 30, 2020 S 0 0 0 $0
STEWART WEST INDIES TRADING CO., LTD — Feb. 20, 2020 P 8,625,682 0 0 $0
Brendon J Fischer — March 20, 2015 P 17,380 0 0 $0
Dean Jacobson — March 20, 2015 A 15,191 0 0 $0
Susan L Ciciora — March 20, 2015 P 39,560 0 0 $0
Richard I Barr — March 20, 2015 A 50,382 0 0 $0
Stephanie J Kelley — March 20, 2015 A 4,191 0 0 $0
Nicole L Murphey — March 20, 2015 A 1,022 0 0 $0
Carl D Johns — Nov. 21, 2008 P 26,000 0 0 $0
Dennis Causier — May 17, 2006 P 7,500 0 0 $0
Ellen O Cooper — June 28, 2005 P 12,000 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 31 positions

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
Peak Trust Company-AK, Stewart West Indies Trust, Ernest Horejsi Trust No. 1B, Lola Brown Trust No. 1B, Susan L. Ciciora Trust, Mildred B. Horejsi Trust, Stewart R. Horejsi Trust No. 2, John S. Horejsi Trust, John X. Ciciora Trust, Jack S. Ciciora Trust, Amanda N. Ciciora Trust, Courtney M. Ciciora Trust, Susan L. Ciciora, Stewart R. Horejsi ×2 filings Nov. 24, 2020 — Initial filing — SEC
Ernest Horejsi Trust No. 1B, Lola Brown Trust No. 1B, Susan L. Ciciora Trust, Stewart West Indies Trust, Mildred B. Horejsi Trust, Stewart R. Horejsi Trust No. 2, Susan L. Ciciora, Peak Trust Company-AK (formerly Alaska Trust Company), Stewart R. Horejsi ×4 filings April 25, 2019 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person March 18, 2010 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person Feb. 23, 2010 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person Feb. 1, 2010 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person Jan. 14, 2010 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person Dec. 28, 2009 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person Dec. 11, 2009 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person Dec. 1, 2009 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person Nov. 18, 2009 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person June 9, 2009 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person May 20, 2009 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person March 12, 2009 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person Dec. 23, 2008 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person Dec. 2, 2008 — Initial filing — 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.