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Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. EDGAR/calls is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

EEDGAR/calls
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Home›Stocks›STEW

STEW

SRH Total Return Fund, Inc.

Next earnings Aug 4, 2026

Sell
$18.17
▲ +1.91%
$18.17▲ +7.85%
over 1Y
L $16.42H $18.18
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+1.9%
1W+2.1%
1M+5.0%
3M+6.5%
YTD+1.2%
1Y+7.8%
OverviewValuationQualityTimelineFilings
Rating
Sell
Quality
A+
Valuation
Fair value
Filings
Flagged
Sell
Conviction
Horizon
Medium (3–12mo)

Mixed signals in the latest filings.

SRH Total Return Fund, Inc. shows limited reported revenue.

On these fundamentals, STEW screens as SELL on the SEC figures.

Key statistics

Valuation

Enterprise value$1.75B
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield—
FCF yield—

Quality & risk

ROIC (est.)—
Free cash flow—
Total debt—
Net cash—

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Red flag in recent filings — agreement terminated (2021-10-07). Worth a closer look.
  1. DEF 14A Proxy statement2025-10-15
  2. DEF 14A Proxy statement2024-10-15
  3. DEF 14A Proxy statement2023-10-17
  4. DEF 14A Proxy statement2022-10-19
  5. 8-K Charter / bylaws change2022-03-25
  6. DEF 14A Proxy statement2022-01-25
  7. DEF 14A Proxy statement2021-10-08
  8. 8-K Agreement terminated2021-10-07
  9. SC 13D/A Activist / 5%+ stake change2020-11-24

Recent filings

all on EDGAR ↗
4Period ending 2026-05-212026-05-22open ↗NPORT-PPeriod ending 2026-02-282026-04-28open ↗4Period ending 2026-03-312026-04-02open ↗3Period ending 2026-01-012026-02-11open ↗N-CENPeriod ending 2025-11-302026-02-10open ↗N-CSRPeriod ending 2025-11-302026-02-06open ↗NPORT-PPeriod ending 2025-11-302026-01-27open ↗5Period ending 2025-11-302026-01-05open ↗5Period ending 2025-11-302025-12-08open ↗40-17GFiling2025-11-13open ↗NPORT-PPeriod ending 2025-08-312025-10-28open ↗DEF 14APeriod ending 2025-11-132025-10-15open ↗

Quality score

A+
ValueGrowthProfitHealthMom.
Value—
Growth—
Profitability—
Financial health—
MomentumA+
16.4252-week18.18
Revenue
—
Net margin
—
ROE
—
P/E
—

SEC fundamentals

Frequently asked

Is SRH Total Return Fund, Inc. (STEW) a buy?
STEW currently carries a Sell rating with 2/5 conviction, derived from its latest SEC filings. Mixed signals in the latest filings.
What is SRH Total Return Fund, Inc.'s quality score?
STEW scores 91.66826212206205/100 (grade A+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0000102426, latest 4 filed 2026-05-22) · EODHD · as of 7/4/2026, 2:05:53 AM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC

Last 90 days: 1 open-market buy · 0 sales

2026-05-21
Hemmer Jacob E
Director
Buy5.00K @ $17.53$87.7K
2025-04-10
Moore Thomas Jack
Director
Buy3.08K @ $16.23$50.0K
2025-03-26
LOONEY JOEL W
President
Disposed (J)6.15K @ $17.28$106K
2024-05-07
Moore Thomas Jack
Director
Buy1.43K @ $20,491.62$29.2M
2023-11-08
Moore Thomas Jack
Director
Buy1.53K @ $13.03$20.0K
2021-03-03
MILLER STEPHEN C
Chief Legal Officer
Sell25.9K @ $12.04$311K

Dividends

Quarterly
Yield (TTM)
5.1%
Annual / share
$0.93
Last ex-date
2026-07-24
Last amount
$0.20
ex 2026-07-24paid 2026-07-31$0.20
ex 2026-04-23paid 2026-04-30$0.20
ex 2026-01-23paid 2026-01-30$0.20
ex 2025-10-24paid 2025-10-31$0.17
ex 2025-07-24paid 2025-07-31$0.17
ex 2025-04-23paid 2025-04-30$0.17

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Recent news

market news →
SRH Total Return Fund, Inc. Declares Quarterly DistributionBullish
finance.yahoo.com· 2026-05-21
SRH Total Return Fund, Inc. Section 19a NoticeBullish
finance.yahoo.com· 2026-04-30
SRH Total Return Fund, Inc. Declares Quarterly DistributionBullish
finance.yahoo.com· 2026-02-12
SRH Total Return Fund, Inc. Section 19a NoticeBullish
finance.yahoo.com· 2026-01-30
JP Wealth Management Closes the Door on QQEW. Should Retail Investors Follow Suit?Bullish
finance.yahoo.com· 2026-01-16
SRH Total Return Fund, Inc. Increases its Quarterly Distribution by 21.2% - Fifth Consecutive Annual IncreaseBullish
finance.yahoo.com· 2025-11-13

Vs tracked universe

compare →

1196 tracked peers · median

EDGAR Score92 vs 67
Revenue growth— vs 7.5%
Net margin— vs 10.0%
Return on equity— vs 12.0%
P/E— vs 26.2