SRH Total Return Fund, Inc. (STEW)

US — Financial Services Sector
Peers: CBH  EOT  IHTA  MHN  NXC  HFRO  NBXG  NMCO  DSL  MUJ  GGT-PE  GAB-PH  NCV-PA  NMAI  ASGI  KMF  MQY  PAXS  GAM  MYD  NIE  CXH 

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Key Metrics & Ratings

  • symbol STEW
  • Rev/Share 2.8111
  • Book/Share 15.6163
  • PB 0.9445
  • Debt/Equity 0.1453
  • CurrentRatio 2.8843
  • ROIC 0.1593

 

  • MktCap 1435663284.0
  • FreeCF/Share 0.4641
  • PFCF 31.4815
  • PE 5.291
  • Debt/Assets 0.1268
  • DivYield 0
  • ROE 0.1929

 

  • Rating
  • Score
  • Recommendation
  • P/E Score
  • DCF Score
  • P/B Score
  • D/E Score

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
No ratings available.

News

SRH Total Return Fund, Inc. Declares Quarterly Distribution
STEW
Published: May 08, 2025 by: Accesswire
Sentiment: Neutral

DENVER, CO / ACCESS Newswire / May 8, 2025 / SRH Total Return Fund, Inc. (NYSE:STEW) (the "Fund") announced the declaration of a quarterly distribution of $0.1650 per share to occur in July 2025. This distribution is being paid as part of the Fund's managed distribution program under which the Fund intends to make per share distributions of $0.1650 per quarter or approximately $0.66 per year.

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image for news SRH Total Return Fund, Inc. Declares Quarterly Distribution
SRH Total Return Fund, Inc. Section 19a Notice
STEW
Published: April 30, 2025 by: Accesswire
Sentiment: Neutral

Notification of Sources of Distribution Statement Pursuant to Section 19(a) of the Investment Company Act of 1940 DENVER, CO / ACCESS Newswire / April 30, 2025 / On April 30, 2025, SRH Total Return Fund, Inc. (NYSE:STEW) (the "Fund"), a closed-end investment company, will pay a distribution on its common stock of $0.1650 per share to stockholders of record at the close of business on April 23, 2025. The Fund, acting in accordance with an exemptive order received from the Securities and Exchange Commission and with approval of its Board of Directors, adopted a managed distribution policy under which the …

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image for news SRH Total Return Fund, Inc. Section 19a Notice
SRH Total Return Fund, Inc. Declares Quarterly Distribution
STEW
Published: February 20, 2025 by: Accesswire
Sentiment: Neutral

DENVER, CO / ACCESS Newswire / February 20, 2025 / SRH Total Return Fund, Inc. (NYSE:STEW) (the "Fund") announced the declaration of a quarterly distribution of $0.1650 per share to occur in April 2025. This distribution is being paid as part of the Fund's managed distribution program under which the Fund intends to make per share distributions of $0.1650 per quarter or approximately $0.66 per year.

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image for news SRH Total Return Fund, Inc. Declares Quarterly Distribution
STEW: Another Distribution Bump For This Year
STEW
Published: February 18, 2025 by: Seeking Alpha
Sentiment: Neutral

SRH Total Return Fund offers significant exposure to Berkshire Hathaway, with it making up a 38% concentration. The fund's deep discount and more consistent distribution increases could attract some investors, despite its relatively low distribution rate for a CEF. That said, despite the deep discount, activist pressure on the fund is unlikely to materialize due to a significant concentration of ownership.

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image for news STEW: Another Distribution Bump For This Year

About SRH Total Return Fund, Inc. (STEW)

  • IPO Date 1980-03-17
  • Website https://www.boulderfunds.net/bif-fundobjective.php
  • Industry Asset Management
  • CEO Mr. Joel W. Looney CFP
  • Employees None
SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified industries. The fund primarily invests in dividend paying value stocks of companies across all capitalizations, as well as in fixed income securities issued by companies. It employs both fundamental and quantitative analysis with a bottom-up security picking approach, focusing on such factors as defensible businesses with solid financial positions and strong operating track records to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Composite Index. SRH Total Return Fund, Inc. was formed on December 7, 1972 and is domiciled in the United States.