Income Opportunity Realty Investors (IOR)
Market Price (4/25/2026): $18.35 | Market Cap: $74.6 MilSector: Financials | Industry: Commercial & Residential Mortgage Finance
Income Opportunity Realty Investors (IOR)
Market Price (4/25/2026): $18.35Market Cap: $74.6 MilSector: FinancialsIndustry: Commercial & Residential Mortgage Finance
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.5% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 93% Low stock price volatilityVol 12M is 29% | Weak multi-year price returns2Y Excs Rtn is -36%, 3Y Excs Rtn is -9.9% | Expensive valuation multiplesP/SPrice/Sales ratio is 13x Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -14%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.4%, Rev Chg QQuarterly Revenue Change % is -12% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -1.4%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.4% Key risksIOR key risks include [1] an exclusive reliance on interest income from related-party notes, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.5% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 93% |
| Low stock price volatilityVol 12M is 29% |
| Weak multi-year price returns2Y Excs Rtn is -36%, 3Y Excs Rtn is -9.9% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 13x |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -14%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.4%, Rev Chg QQuarterly Revenue Change % is -12% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -1.4%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.4% |
| Key risksIOR key risks include [1] an exclusive reliance on interest income from related-party notes, Show more. |
Qualitative Assessment
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1. Anticipated Recovery in Commercial Real Estate (CRE) Lending: The market responded positively to forecasts of a significant rebound in CRE lending, with Moody's projecting an $805 billion in lending for 2026, representing a 38% increase from 2025. This optimistic outlook is fueled by a more dovish Federal Reserve stance and improved market liquidity.
2. Stabilizing Interest Rates and Favorable Monetary Policy Expectations: The Federal Reserve's interest rate cuts in December 2025, coupled with expectations for stabilized interest rates and a continued dovish monetary policy in 2026, created a more favorable borrowing environment for real estate. This contributes to increased investor confidence and reduced financing costs for real estate companies.
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Stock Movement Drivers
Fundamental Drivers
The 2.0% change in IOR stock from 12/31/2025 to 4/24/2026 was primarily driven by a 5.5% change in the company's P/E Multiple.| (LTM values as of) | 12312025 | 4242026 | Change |
|---|---|---|---|
| Stock Price ($) | 17.55 | 17.90 | 2.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6 | 5 | -3.2% |
| Net Income Margin (%) | 73.6% | 73.4% | -0.2% |
| P/E Multiple | 17.3 | 18.2 | 5.5% |
| Shares Outstanding (Mil) | 4 | 4 | 0.0% |
| Cumulative Contribution | 2.0% |
Market Drivers
12/31/2025 to 4/24/2026| Return | Correlation | |
|---|---|---|
| IOR | 2.0% | |
| Market (SPY) | 4.2% | 1.9% |
| Sector (XLF) | -6.1% | 13.8% |
Fundamental Drivers
The -0.5% change in IOR stock from 9/30/2025 to 4/24/2026 was primarily driven by a -6.8% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 9302025 | 4242026 | Change |
|---|---|---|---|
| Stock Price ($) | 17.99 | 17.90 | -0.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6 | 5 | -6.8% |
| Net Income Margin (%) | 73.7% | 73.4% | -0.3% |
| P/E Multiple | 17.0 | 18.2 | 7.1% |
| Shares Outstanding (Mil) | 4 | 4 | 0.0% |
| Cumulative Contribution | -0.5% |
Market Drivers
9/30/2025 to 4/24/2026| Return | Correlation | |
|---|---|---|
| IOR | -0.5% | |
| Market (SPY) | 7.0% | -7.2% |
| Sector (XLF) | -4.2% | 8.7% |
Fundamental Drivers
The 2.3% change in IOR stock from 3/31/2025 to 4/24/2026 was primarily driven by a 19.2% change in the company's P/E Multiple.| (LTM values as of) | 3312025 | 4242026 | Change |
|---|---|---|---|
| Stock Price ($) | 17.50 | 17.90 | 2.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6 | 5 | -13.7% |
| Net Income Margin (%) | 73.8% | 73.4% | -0.6% |
| P/E Multiple | 15.3 | 18.2 | 19.2% |
| Shares Outstanding (Mil) | 4 | 4 | 0.0% |
| Cumulative Contribution | 2.3% |
Market Drivers
3/31/2025 to 4/24/2026| Return | Correlation | |
|---|---|---|
| IOR | 2.3% | |
| Market (SPY) | 28.1% | -1.4% |
| Sector (XLF) | 4.3% | 1.6% |
Fundamental Drivers
The 57.3% change in IOR stock from 3/31/2023 to 4/24/2026 was primarily driven by a 51.2% change in the company's P/E Multiple.| (LTM values as of) | 3312023 | 4242026 | Change |
|---|---|---|---|
| Stock Price ($) | 11.38 | 17.90 | 57.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7 | 5 | -17.7% |
| Net Income Margin (%) | 59.5% | 73.4% | 23.3% |
| P/E Multiple | 12.1 | 18.2 | 51.2% |
| Shares Outstanding (Mil) | 4 | 4 | 2.5% |
| Cumulative Contribution | 57.3% |
Market Drivers
3/31/2023 to 4/24/2026| Return | Correlation | |
|---|---|---|
| IOR | 57.3% | |
| Market (SPY) | 79.8% | -3.1% |
| Sector (XLF) | 67.0% | -2.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| IOR Return | 5% | 1% | 12% | 34% | -2% | 3% | 59% |
| Peers Return | 37% | -12% | 14% | -1% | 18% | -4% | 53% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 4% | 89% |
Monthly Win Rates [3] | |||||||
| IOR Win Rate | 33% | 42% | 58% | 67% | 33% | 50% | |
| Peers Win Rate | 58% | 55% | 47% | 53% | 52% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| IOR Max Drawdown | -3% | -11% | -12% | -1% | -11% | 0% | |
| Peers Max Drawdown | -7% | -20% | -20% | -17% | -15% | -13% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: TCI, NREF, ABR, STWD, BXMT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/24/2026 (YTD)
How Low Can It Go
| Event | IOR | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -33.9% | -25.4% |
| % Gain to Breakeven | 51.2% | 34.1% |
| Time to Breakeven | 341 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -42.5% | -33.9% |
| % Gain to Breakeven | 74.0% | 51.3% |
| Time to Breakeven | 134 days | 148 days |
| 2018 Correction | ||
| % Loss | -28.2% | -19.8% |
| % Gain to Breakeven | 39.2% | 24.7% |
| Time to Breakeven | 236 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -60.6% | -56.8% |
| % Gain to Breakeven | 153.5% | 131.3% |
| Time to Breakeven | 65 days | 1,480 days |
Compare to TCI, NREF, ABR, STWD, BXMT
In The Past
Income Opportunity Realty Investors's stock fell -33.9% during the 2022 Inflation Shock from a high on 3/11/2022. A -33.9% loss requires a 51.2% gain to breakeven.
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Asset Allocation
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About Income Opportunity Realty Investors (IOR)
AI Analysis | Feedback
Here are 1-3 brief analogies for Income Opportunity Realty Investors (IOR):
- Like a Texas-focused Weyerhaeuser, but investing in a broader range of undeveloped land and general equity real estate rather than just timberland.
- Imagine a smaller, more investment-focused Howard Hughes Corporation, primarily acquiring and holding undeveloped land and other properties in Texas.
- Think of it as a much smaller, publicly traded version of Blackstone's real estate funds, but solely focused on owning and investing in properties and undeveloped land in Texas.
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```html- Equity Real Estate Portfolio: Income Opportunity Realty Investors acquires, holds, and manages a portfolio of equity real estate, including undeveloped land, primarily in Texas.
- Real Estate Investment Partnerships: The company invests in real estate ventures through partnerships to expand its portfolio and investment reach.
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Major Customers of Income Opportunity Realty Investors (IOR)
Income Opportunity Realty Investors, Inc. is a real estate investment company that holds a portfolio of equity real estate, including undeveloped land. Due to the nature of its business as a real estate investor and owner, it does not typically have a few identifiable "major customer companies" with recurring transactions or publicly listed symbols. Instead, its customer base consists of various categories of entities and individuals that interact with its real estate assets.
The company serves the following categories of customers:
- Real Estate Developers and Investors: These are typically other companies, investment funds, or high-net-worth individuals who purchase undeveloped land for future development (residential, commercial, industrial) or acquire existing equity properties for their own investment portfolios or redevelopment projects.
- Commercial Tenants: Businesses of various sizes that lease office, retail, industrial, or other commercial spaces within Income Opportunity Realty Investors' portfolio of developed equity real estate.
- Residential Tenants: Individuals and families who lease residential units (e.g., apartments, houses) if Income Opportunity Realty Investors' equity real estate portfolio includes multi-family or other residential rental properties.
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- Basic Capital Management, Inc.
- RSM US LLP
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Erik L. Johnson President and Chief Executive Officer
Erik L. Johnson was appointed President and Chief Executive Officer of Income Opportunity Realty Investors, Inc. effective May 28, 2024. He had served as the company's Principal Executive Officer since April 2023. Previously, Mr. Johnson held the role of Executive Vice President and Chief Financial Officer of Income Opportunity Realty Investors, Inc. since December 2021. He also served as Executive Vice President and Chief Financial Officer for American Realty Investors, Inc. and Transcontinental Realty Investors, Inc. since August 2020. Additionally, he was the Executive Vice President, Chief Financial Officer, and Interim President of Pillar Income Asset Management, Inc., which serves as the contractual advisor to Income Opportunity Realty Investors, Inc. Prior to June 2020, Mr. Johnson was the Vice President of Financial Reporting at Macerich (NYSE:MAC), a company focused on owning and developing major retail real estate. His experience also includes serving as the Chief Accounting Officer of North American Scientific, Inc., and he began his career as an auditor at PricewaterhouseCoopers. Mr. Johnson is a Certified Public Accountant.
Alla Dzyuba Senior Vice President and Chief Accounting Officer
Alla Dzyuba serves as the Senior Vice President and Chief Accounting Officer for Income Opportunity Realty Investors, Inc.
Louis Joseph Corna Executive Vice President, General Counsel, Tax Counsel & Secretary
Louis Joseph Corna holds the positions of Executive Vice President, General Counsel, Tax Counsel, and Secretary at Income Opportunity Realty Investors, Inc.
Michael K. Lane Vice President of Human Resources
Michael K. Lane is the Vice President of Human Resources for Income Opportunity Realty Investors, Inc.
Henry A. Butler Chairman of the Board
Henry A. Butler was re-elected as Chairman of the Board of Income Opportunity Realty Investors, Inc. on December 11, 2025. He has served as an Independent Director of the company since November 2005 and as Chairman of the Board since May 2009. Mr. Butler retired on April 30, 2019, having previously served as Vice President for Pillar Income Asset Management, Inc. from April 2011 to April 30, 2019.
AI Analysis | Feedback
The key risks to Income Opportunity Realty Investors (IOR) primarily stem from its unique operational structure and the nature of its income streams.
- High Dependence on Related Party Transactions and Management: A significant portion of IOR's business, including its financial results and operational activities, is intertwined with related parties. Transcontinental Realty Investors, Inc. (TCI) and its affiliates own a substantial majority of IOR's stock, influencing its consolidated financial statements. Furthermore, the company's primary source of income is interest income from related party receivables. A related-party advisor, Pillar, also provides significant advisory and management services, affecting sourcing and operations. This high degree of reliance creates potential for conflicts of interest, limits independent operational control, and could impact financial performance if these related-party relationships change or face adverse conditions.
- Exposure to Interest Rate Fluctuations: IOR's profitability is significantly influenced by interest rate changes, as its main revenue stream is interest income derived from notes receivable. Declines in interest rates have directly led to a decrease in interest income, consequently reducing the company's net income. This makes the company's financial performance highly sensitive to macroeconomic shifts in interest rate environments.
- Volatility of Cash Flows and Concentration in Real Estate Market: The company has experienced volatile cash flows, which could recur, particularly during economic recessions. While the company primarily earns interest income from notes, it also invests in equity real estate, including undeveloped land, in Texas. This investment in real estate exposes IOR to market cycles and potential downturns in the real estate sector. The geographic concentration of its equity real estate in Texas further adds a regional risk factor.
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Income Opportunity Realty Investors (IOR) focuses its investments in equity real estate, including undeveloped land, and in notes receivable collateralized by land and multifamily properties, primarily within Texas.
The addressable markets for Income Opportunity Realty Investors' main products and services in Texas are as follows:
- Equity Real Estate (General Commercial Real Estate): The commercial real estate market in Texas generated an estimated $203.4 billion in 2025. This market encompasses various property types in which IOR might hold direct equity ownership or partnerships.
- Undeveloped Land: The total dollar volume for the Texas rural land market was approximately $1.39 billion in the second quarter of 2025, with 279,850 acres sold statewide.
- Notes Receivable collateralized by Multifamily Properties: While a specific market size for notes receivable collateralized by multifamily properties is not readily available, the underlying multifamily real estate market in Texas is substantial. Major metropolitan areas like Dallas-Fort Worth, Houston, Austin, and San Antonio exhibit significant activity in multifamily properties. As of November 2025, Dallas-Fort Worth led the state in multifamily volume, with rents averaging around $1,500 per unit, while Houston saw rents at approximately $1,400.
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Here are the expected drivers of future revenue growth for Income Opportunity Realty Investors (IOR) over the next 2-3 years:- Favorable Interest Rate Environment: Income Opportunity Realty Investors' primary revenue source is interest income from notes receivable. The company experienced a decline in interest income in 2025 due to lower interest rates. Therefore, a reversal of this trend, leading to higher prevailing interest rates, would directly increase the revenue generated from new and repriced notes receivable.
- Growth in the Portfolio of Notes Receivable: Expanding the total volume and principal amount of notes receivable held by the company is a direct driver of increased interest income. This growth can occur through the origination of new loans, particularly those collateralized by land and/or multifamily properties in the Southern U.S..
- Expansion of Lending Activities within the Southern U.S. Real Estate Market: With a current focus on the Southern United States, increased market penetration or the identification of new lending opportunities within this region for real estate-backed notes could contribute to revenue growth.
- Strategic Deployment of Capital into Opportunistic Real Estate-Backed Lending: Analyst commentary suggests that "opportunistic deals" could be a driver for earnings per share (EPS). This implies the company may actively seek out high-yield lending opportunities or notes with attractive risk-adjusted returns, thereby boosting future revenue.
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Share Repurchases
- Income Opportunity Realty Investors repurchased 44,536 shares in two block transactions for approximately $801,648 in 2025.
- In 2024, the company repurchased a total of 44,436 shares for approximately $799,848 across two block transactions.
- The company repurchased 57,700 shares for approximately $908,775 in three block transactions during 2023.
Outbound Investments
- The company primarily invests in notes receivable collateralized by income-producing properties located in the Southern United States.
- As of December 31, 2025, significant outbound investments included a $114.6 million receivable from its advisor, Pillar, and an $11.1 million note from Unified Housing Foundation.
- The company's annual total receivables were $110.481 million in 2024 and $106.541 million in 2023, reflecting its primary investment activities.
Trade Ideas
Select ideas related to IOR.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 03312026 | HBAN | Huntington Bancshares | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03312026 | NP | Neptune Insurance | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03272026 | JKHY | Jack Henry & Associates | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 3.1% | 3.1% | 0.0% |
| 03202026 | MKTX | MarketAxess | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -5.2% | -5.2% | -5.7% |
| 03202026 | RYAN | Ryan Specialty | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | -2.7% | -2.7% | -8.5% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 18.05 |
| Mkt Cap | 0.9 |
| Rev LTM | 338 |
| Op Inc LTM | -1 |
| FCF LTM | 149 |
| FCF 3Y Avg | 192 |
| CFO LTM | 149 |
| CFO 3Y Avg | 192 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -5.1% |
| Rev Chg 3Y Avg | -1.0% |
| Rev Chg Q | 16.7% |
| QoQ Delta Rev Chg LTM | 4.4% |
| Op Inc Chg LTM | -12.0% |
| Op Inc Chg 3Y Avg | 8.6% |
| Op Mgn LTM | 39.6% |
| Op Mgn 3Y Avg | 37.3% |
| QoQ Delta Op Mgn LTM | -2.0% |
| CFO/Rev LTM | 31.5% |
| CFO/Rev 3Y Avg | 62.2% |
| FCF/Rev LTM | 31.5% |
| FCF/Rev 3Y Avg | 62.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.9 |
| P/S | 6.5 |
| P/Op Inc | -17.7 |
| P/EBIT | 12.8 |
| P/E | 17.2 |
| P/CFO | 5.5 |
| Total Yield | 14.5% |
| Dividend Yield | 9.8% |
| FCF Yield 3Y Avg | 10.2% |
| D/E | 3.0 |
| Net D/E | 2.8 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 5.3% |
| 3M Rtn | 1.7% |
| 6M Rtn | 0.7% |
| 12M Rtn | 12.1% |
| 3Y Rtn | 53.8% |
| 1M Excs Rtn | -3.4% |
| 3M Excs Rtn | -1.9% |
| 6M Excs Rtn | -6.3% |
| 12M Excs Rtn | -20.9% |
| 3Y Excs Rtn | -26.6% |
Price Behavior
| Market Price | $17.90 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 03/17/1992 | |
| Distance from 52W High | -8.1% | |
| 50 Days | 200 Days | |
| DMA Price | $18.06 | $17.50 |
| DMA Trend | indeterminate | indeterminate |
| Distance from DMA | -0.9% | 2.3% |
| 3M | 1YR | |
| Volatility | 58.8% | 48.1% |
| Downside Capture | 0.59 | -0.42 |
| Upside Capture | 45.39 | -23.10 |
| Correlation (SPY) | 0.7% | 3.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.48 | -0.11 | -0.02 | -0.20 | -0.03 | -0.07 |
| Up Beta | -0.95 | -0.67 | -0.20 | 0.01 | 0.10 | 0.01 |
| Down Beta | -0.92 | -0.72 | -0.43 | -0.19 | -0.20 | -0.22 |
| Up Capture | -77% | 25% | 32% | -20% | -1% | 1% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 5 | 6 | 8 | 16 | 45 | 163 |
| Down Capture | 7% | 16% | 13% | -30% | -9% | -38% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 6 | 8 | 9 | 18 | 46 | 148 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IOR | |
|---|---|---|---|---|
| IOR | -0.9% | 38.8% | -0.07 | - |
| Sector ETF (XLF) | 8.9% | 14.7% | 0.36 | -3.2% |
| Equity (SPY) | 34.0% | 12.6% | 2.05 | -4.2% |
| Gold (GLD) | 42.9% | 27.2% | 1.29 | 29.9% |
| Commodities (DBC) | 46.4% | 18.0% | 1.97 | -7.0% |
| Real Estate (VNQ) | 14.2% | 13.3% | 0.74 | 15.4% |
| Bitcoin (BTCUSD) | -16.6% | 42.1% | -0.32 | 8.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IOR | |
|---|---|---|---|---|
| IOR | 9.5% | 63.7% | 0.67 | - |
| Sector ETF (XLF) | 9.6% | 18.7% | 0.40 | -1.8% |
| Equity (SPY) | 12.7% | 17.1% | 0.58 | -3.3% |
| Gold (GLD) | 21.2% | 17.8% | 0.97 | 6.7% |
| Commodities (DBC) | 14.5% | 19.1% | 0.62 | 11.9% |
| Real Estate (VNQ) | 3.7% | 18.8% | 0.10 | 1.6% |
| Bitcoin (BTCUSD) | 7.0% | 56.3% | 0.34 | -5.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IOR | |
|---|---|---|---|---|
| IOR | 9.2% | 54.9% | 0.47 | - |
| Sector ETF (XLF) | 12.7% | 22.2% | 0.53 | 1.8% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | -0.3% |
| Gold (GLD) | 13.9% | 15.9% | 0.73 | 2.8% |
| Commodities (DBC) | 10.1% | 17.8% | 0.47 | 6.2% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | -0.0% |
| Bitcoin (BTCUSD) | 68.3% | 66.9% | 1.07 | 2.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/6/2025 | 0.0% | 5.1% | 7.3% |
| 8/7/2025 | 0.0% | 0.0% | -2.6% |
| 3/20/2025 | 0.9% | 0.7% | 4.7% |
| 11/7/2024 | 1.5% | 3.0% | 4.5% |
| 8/8/2024 | 0.0% | 8.3% | -0.4% |
| 3/21/2024 | -1.5% | -1.5% | 0.0% |
| 11/9/2023 | -2.0% | 0.1% | 8.4% |
| 8/10/2023 | 0.0% | -7.0% | -4.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 11 | 11 |
| # Negative | 4 | 7 | 7 |
| Median Positive | 0.0% | 3.2% | 4.5% |
| Median Negative | -1.7% | -5.3% | -5.7% |
| Max Positive | 1.5% | 10.5% | 31.3% |
| Max Negative | -10.5% | -10.5% | -17.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 03/12/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 03/20/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 03/21/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 03/23/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/12/2022 | 10-Q |
| 03/31/2022 | 05/13/2022 | 10-Q |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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