Flash FinanceUS
After hours S&P 5007,549.94+2.35% Nasdaq25,253.14+2.74% Dow 3052,389.75+2.15% Russell 20002,840.81+3.15% Nasdaq-10027,907.62+3.40% MidCap 4003,715.23+3.13% SmallCap 6001,722.37+2.89% VIX19.92-22.31% 10Y Yield4.86+0.10% Close of Nov 09, 2026
AI brief of an SEC Form 8-K · EQUUS TOTAL RETURN, INC. (EQS)

Equus reports Q1 2026 net asset value rose to $1.50 per share from $1.19

Positive Impact 3 of 5 earnings Written later

Equus Total Return reported net assets of $20.9 million, or $1.50 per share, as of March 31, 2026, up from $16.6 million, or $1.19 per share, at December 31, 2025. The increase was driven mainly by a $5.0 million rise in the fair value of its Morgan E&P holding, partly offset by a $0.5 million decline in its CitroTech holdings. Net asset value per share remains below the $2.52 reported at March 31, 2025.

Key points

  • Net assets rose to $20.9 million at March 31, 2026, from $16.6 million at December 31, 2025.
  • Net asset value per share rose to $1.50 from $1.19 over the same period.
  • Morgan E&P, Inc. holding increased $5.0 million in value on significantly higher short and long-term crude oil prices.
  • CitroTech holdings fell $0.5 million to $6.3 million; the company sold 92,581 CITR shares during the quarter.

The filing

CompanyEQUUS TOTAL RETURN, INC. (EQS)
Form8-K, current report
Filed with the SECMay 21, 2026, 5:33 PM ET
Accession number0001712543-26-000041

Items reported: 8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:29 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 21, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.