Industry n/a · SIC —

Hercules Capital, Inc.

HCXY

Watch

Latest revenue

$88.1M

as of 2026-03-31

Latest net income

$42.5M

as of 2026-03-31

Net margin

48.2%

as of 2026-03-31

9.7
of 10

ActaClear Score

Strong
#83 of 4096 in industry
new
Profitability·25%
10.0
Growth·15%
Value·20%
9.9
Quality·20%
9.9
Momentum·20%
9.0

Computed from 5 years of SEC fundamentals + latest market data, ranked within industry (4096 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

0.87
Price / FV

Fair value · DCF

Fair value
~15% upside at this growth
5.0% / yr
-5%30%
Terminal growthWACC 8.1% · 10y forecast
Current price
$24.74
DCF fair value
$28.44
FCF base (last FY)
$339.74M
Net debt
$2.23B

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

Community sentiment

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Price · 5Y

-1.4% / yr 21.1 pts / yr vs S&P 500 6.9% total
Compare:

Live market

delayed ≤15 min
$24.74
Market cap
$4.63B
Enterprise value
$7.13B
P/E (trailing)
13.6×
Forward P/E
P/B
2.08×
Dividend yield
7.9%
52-wk high
$25.71
52-wk low
$24.36
Beta
Shares out
187.2M

5-year trend

What this company does

AI

Item 1. Business GENERAL Hercules Capital, Inc. is a specialty finance company focused on providing senior secured loans to high-growth, innovative venture capital-backed and institutional-backed companies in a variety of technology and life sciences industries. We make investments in companies that are active across a variety of technology-related industry sub-sectors or are characterized by products or services that require advanced technologies, including, but not limited to, computer software and hardware, networking systems, semiconductors, semiconductor capital equipment, information technology infrastructure or services, consumer and business services, telecommunications,…

AI summary unavailable — showing raw filing excerpt

Generated from HCXY's filing dated 2026-02-12

Key risks

AI

Item 1A. Risk Factors Investing in our securities involves a number of significant risks. In addition to the other information contained in this Annual Report, you should carefully consider the following information before making an investment in our securities. The risks set forth below are not the only risks we face. Additional risks and uncertainties not presently known to us or not presently deemed material by us may also impair our operations and performance. If any of the following events occur, our business, financial condition, and results of operations could be materially adversely affected. In such case, our NAV and the trading price of our common stock or the value of our other…

AI summary unavailable — showing raw filing excerpt

Generated from HCXY's filing dated 2026-02-12

Profitability

Net margin

66.9%

18.8%

Return on equity

17.1%

29.2%

Return on assets

7.4%

8.0%

Leverage

Debt / equity

1.30×

40.8%

Long-term debt / equity

1.15×

29.3%

Debt / assets

56.6%

17.7%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$88.1M+13.8%$42.5M-15.6%48.2%

Q4 2025

2025-12-31

$253.1M+13.8%$90.8M+47.8%35.9%

Q3 2025

2025-09-30

$88.6M+6.5%$119.7M+74.2%135.2%

Q2 2025

2025-06-30

$88.7M+7.7%$78.9M+88.5%88.9%

Q1 2025

2025-03-31

$77.5M-2.2%$50.3M-44.7%65.0%

Q4 2024

2024-12-31

$222.5M$61.4M27.6%

Q3 2024

2024-09-30

$83.2M+8.3%$68.7M+145.7%82.6%

Q2 2024

2024-06-30

$82.4M+8.8%$41.9M-55.8%50.8%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Industry · SIC

No data yet for industry average

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Insider activity

Insider buying

$3.0M

Insider selling

$0

Net activity

+$3.0M

Distinct insiders

11

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-26

Robert P Badavas

Director

Purchase3,658$14.35$52.5K
2026-03-26

Wade Loo

Director

Purchase7,317$14.35$105.0K
2026-03-26

Thomas J Fallon

Director

Purchase7,300$14.30$104.4K
2026-03-26

Deanne Aguirre

Director

Purchase7,317$14.35$105.0K
2026-03-26

Paramjeet K Randhawa

Director

Purchase2,926$14.35$42.0K
2026-03-26

Gayle A Crowell

Director

Purchase7,317$14.35$105.0K
2026-03-26

Nikos Theodosopoulos

Director

Purchase7,317$14.35$105.0K
2026-03-04

Christian Follmann

Chief Operating Officer

Purchase5,000$14.68$73.4K
2026-03-04

Christian Follmann

Chief Operating Officer

Purchase5,000$14.68$73.4K
2026-03-04

Paramjeet K Randhawa

Director

Purchase3,050$14.78$45.1K
2026-02-27

Seth H Meyer

Chief Financial Officer

Purchase14,000$14.33$200.6K
2026-02-27

Nikos Theodosopoulos

Director

Purchase2,600$14.21$36.9K
2026-02-27

Robert P Badavas

Director

Purchase5,000$14.27$71.3K
2026-02-27

Kiersten Zaza Botelho

Chief Legal Officer & CCO

Purchase1,300$14.21$18.5K
2026-02-27

Thomas J Fallon

Director

Purchase20,000$14.20$284.0K
2026-02-27

Seth H Meyer

Chief Financial Officer

Purchase7,000$14.33$100.3K
2026-02-27

Scott Bluestein

Chief Executive Officer

Purchase7,000$14.35$100.5K
2026-02-25

Wade Loo

Director

Purchase3,300$14.98$49.4K
2026-02-24

Robert P Badavas

Director

Purchase5,000$15.01$75.0K
2026-02-24

Thomas J Fallon

Director

Purchase10,000$14.98$149.8K
2026-02-24

Scott Bluestein

Chief Executive Officer

Purchase30,000$15.08$452.4K
2026-02-23

Gayle A Crowell

Director

Purchase6,600$15.20$100.3K
2026-02-17

Nikos Theodosopoulos

Director

Purchase6,165$15.93$98.2K
2026-02-17

Thomas J Fallon

Director

Purchase20,000$15.88$317.6K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns HCXY

No institutional holdings on file for HCXY yet.

Source: SEC Form 13F-HR. Updated quarterly (45-day filing lag).

Top questions investors are asking

Coming once HCXY's latest filing finishes processing.

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Latest filing impact
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