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SWZ

Total Return Securities, Inc.
$5.80
+0.17% 2026-10-20
Sector n/a
-5%+0%+6%+12%+17%Oct 2025Apr 2026Oct 2026
SWZSPY
1W
+0.9%
1M
-1.7%
3M
-1.9%
6M
-4.8%
YTD
-6.8%
1Y
-3.2%

Live chart

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Grades vs sector

Momentum
Not enough data yet
–

Percentile within its GICS sector across the S&P 1500.
Growth
Not enough data yet
–

Percentile within its GICS sector across the S&P 1500.
Value
Not enough data yet
–

Percentile within its GICS sector across the S&P 1500.
Profitability
Not enough data yet
–

Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–

30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 5 live models right now.

Quality Growth
not ranked (outside this model's universe or screens)
Momentum Top 15
not ranked (outside this model's universe or screens)
Momentum Blend
not in the current book
New Highs Growth
not ranked (outside this model's universe or screens)
Conviction 20
not in the current book

News

More news
No recent headlines.

Key stats

Market cap$75.2M
P/E (trailing)1.9
P/E (forward)–
52-week range5.68 – 6.31
Revenue growth (YoY, latest qtr)–
Dividend yield–
Analyst consensus–
Mean price target–
Valuation and fundamentals

Valuation & fundamentals

SEC data unavailable (HTTPError).

Earnings

Next report: –
No EPS history available.

Recent dividends

2025-04-15: $3.000 · 2025-03-18: $0.146 · 2024-12-17: $0.146 · 2024-09-19: $0.129 · 2024-06-18: $0.129 · 2024-03-18: $0.129 · 2023-12-18: $0.129 · 2023-09-19: $0.123
Insider trades
Goldstein Phillip
Director, Secretary · 2026-10-08
BUY
$28.6K
Sell Moritz A
Director · 2026-09-28
BUY
$11.5K
Dakos Andrew
Director, President and CEO · 2026-09-28
BUY
$5.8K
Dakos Andrew
Director, President and CEO · 2026-09-28
BUY
$51.9K
Dakos Andrew
Director, President and CEO · 2026-09-25
BUY
$44.4K
Dakos Andrew
Director, President and CEO · 2026-09-25
BUY
$13.7K
Sell Moritz A
Director · 2026-08-31
BUY
$17.9K
Das Rajeev P
Secretary · 2026-08-24
BUY
$8.1K
Das Rajeev P
Secretary · 2026-08-21
BUY
$10.1K
Sell Moritz A
Director · 2026-08-10
BUY
$5.9K
Sell Moritz A
Director · 2026-07-23
BUY
$11.7K
Sell Moritz A
Director · 2026-07-22
BUY
$3.1K

Stats refreshed 2026-10-20 18:09:12 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

coteau

Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.