Gladstone Investment Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
3analysts covering
FY Revenue (est.)
$106Mnext fiscal year
FY EPS (est.)
$0.87next fiscal year
Monitoring Framework
Key Performance Indicators
Net Asset Value (NAV) per Share Quarterly16.8Target: Maintain or grow NAV per share through successful equity realizations and portfolio appreciation
Total Portfolio Fair Value Quarterly1.3BTarget: Expand portfolio through strategic acquisitions in the lower middle market
Regular Monthly Distribution per Share Monthly0.1
Watch Items
- Executive Leadership TransitionTrigger: Erika Highland's transition to President on October 1, 2026Action: Monitor integration, strategic alignment, and acquisition execution under the newly separated Chairman and CEO structure.
- Portfolio Company Realizations and Capital GainsTrigger: Completion of announced exits (e.g., SFEG Holdings sale to Enerpac Tool Group)Action: Track realized capital gains and subsequent capacity to declare supplemental distributions to shareholders.
- Net Investment Income (NII) Dividend CoverageTrigger: Adjusted NII falling below the regular monthly distribution of $0.08 per shareAction: Evaluate portfolio yield, debt-to-equity leverage ratios, and potential adjustments to the external management fee structure.
Research as of 24 Jul 2026