Insider Trading March 17, 2026

SLR Investment Director Adds Nearly Half-Million in Stock as Dividend Yield Stays Elevated

Director Michael S. Gross increases his stake through two purchases totaling $493,103 while company posts steady Q4 2025 EPS and a slight revenue shortfall

By Hana Yamamoto SLRC
SLR Investment Director Adds Nearly Half-Million in Stock as Dividend Yield Stays Elevated
SLRC

Michael S. Gross, a director at SLR Investment Corp (NASDAQ: SLRC), bought 35,452 shares in two transactions on March 13 and March 16, 2026, investing $493,103 in total. The purchases were made as the stock traded near its 52-week low and while the company reported Q4 2025 results that matched EPS expectations but slightly missed on revenue. Additional corporate actions included large Restricted Stock Unit settlements and grants, and an industry analyst revisited a peer price target amid a pullback in multiples.

Key Points

  • Director Michael S. Gross purchased 35,452 SLR shares in two transactions on March 13 and March 16, 2026, spending $493,103 in total.
  • SLR trades near its 52-week low and offers an 11.47% dividend yield, with 17 consecutive years of dividend payments noted by InvestingPro.
  • Q4 2025 results showed EPS of $0.40 in line with expectations while revenue of $54.46 million slightly missed the $55.11 million projection; sizable RSU settlements and grants were also reported.

Michael S. Gross, a director at SLR Investment Corp (NASDAQ: SLRC), reported two insider purchases of the company’s common stock in mid-March 2026 totaling $493,103.

On March 13, Gross acquired 25,000 shares at a weighted average price of $13.9143, with individual trade prices spanning $13.86 to $13.97 per share. He followed up on March 16 with a purchase of 10,452 shares at a weighted average price of $13.8965, with trade prices in the $13.85 to $13.90 range. Combined, the two transactions amounted to 35,452 shares and $493,103 in outlay.

The transactions occurred while SLRC was trading near its 52-week low of $13.64, with the stock quoted at $14.30 at the time of the report. The company also offers a notable cash return to shareholders - an 11.47% dividend yield - and has maintained dividend payments for 17 consecutive years, according to InvestingPro, which tracks over 1,400 U.S. stocks and provides analysis and ProTips.

Corporate compensation activity reported on March 13 included the cash settlement of 354,511.3826 Restricted Stock Units (RSUs) and the grant of 466,378.4286 RSUs. These movements in equity awards were disclosed alongside the insider purchases.

SLR Investment Corp’s most recent quarterly financial results - fourth quarter 2025 - showed continued earnings stability. The company reported earnings per share (EPS) of $0.40, in line with analyst expectations. Revenue for the quarter came in at $54.46 million, narrowly below the projected $55.11 million. The company’s stated emphasis on asset-based lending and disciplined capital deployment was cited as underpinning its overall financial stability in the report.

Separately, Raymond James adjusted a price target for a sector peer, lowering its target for Solar Capital stock to $16.00 from $17.00 while maintaining an Outperform rating. The firm attributed the change to a pullback in industry multiples. That analyst action was noted in the company update as part of the broader industry context.


Summary

SLR Investment Corp saw a director purchase 35,452 shares across two trades on March 13 and March 16, 2026, totaling $493,103. These purchases came as the stock traded near its 52-week low, with the company offering an 11.47% dividend yield and a 17-year dividend track record. The firm reported Q4 2025 EPS that matched expectations and a slight revenue shortfall. The disclosure also recorded sizable RSU settlements and grants, and an analyst trimmed a peer price target in response to industry multiple compression.

Key points

  • Director purchases: Michael S. Gross bought a total of 35,452 shares in two trades on March 13 and March 16, 2026, for $493,103.
  • Dividend and valuation context: SLRC was trading near a 52-week low and yields 11.47% in dividends, with 17 consecutive years of dividend payments noted.
  • Financials and corporate actions: Q4 2025 EPS was $0.40, meeting expectations, while revenue of $54.46 million was slightly below the $55.11 million forecast; RSU settlements and grants were also recorded.

Risks and uncertainties

  • Stock price context - SLRC trading near its 52-week low indicates potential valuation risk for equity holders in the financial and asset-based lending sector.
  • Revenue shortfall - Q4 2025 revenue missed the analyst projection by a small margin, introducing uncertainty around near-term top-line momentum.
  • Industry multiple pressure - an analyst reduced a peer price target citing a pullback in industry multiples, which may affect valuations across similar asset management and lending firms.

These developments give investors data points on insider conviction, dividend attractiveness, and short-term financial performance, without providing a definitive view on future outcomes.

Risks

  • Market valuation risk as SLRC trades near its 52-week low, impacting investor returns in the asset-based lending and financial sectors.
  • Top-line uncertainty from Q4 2025 revenue coming in slightly below analyst forecasts, which could influence near-term performance expectations.
  • Valuation pressure in the industry following analyst adjustments to peer targets due to a pullback in multiples, affecting comparable financial and lending companies.

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