Gladstone Investment (GAINI) ROE: History & Chart

Gladstone Investment Corporation(GAINI)

Asset Management · McLean, VA

$25.42+0.07 (+0.28%)

Delayed quote: Oct 6, 2026, 3:34 PM EDT

About Gladstone Investment Corporation

Gladstone Investment Corporation operates as a Business Development Company (BDC), focusing its investment activities on established, lower middle-market businesses. The firm primarily engages in funding company buyouts and refinancing existing debt. Its investment portfolio includes a broad spectrum of debt instruments, such as senior loans, various types of subordinated debt (including senior and junior subordinated notes, and mezzanine financing), as well as equity interests like limited liability company stakes, warrants, and options. Gladstone explicitly avoids early-stage or start-up investments. The corporation targets companies within the manufacturing, consumer products, and business/consumer services sectors, specifically seeking small to mid-sized enterprises based in the United States. Debt investments typically range from $5 million to $30 million, while equity investments usually fall between $10 million and $40 million. Target portfolio companies are expected to have an EBITDA between $4 million and $15 million. Gladstone aims for significant involvement, often seeking a board seat and either a substantial minority equity position or, in some cases, a controlling majority stake. Investments are generally held for approximately seven years, with exit strategies commonly involving a sale or recapitalization, an initial public offering (IPO), or a divestiture to a third party.

McLean, VA

74 employees

www.gladstoneinvestment.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: David Dullum

View full financials

GAINI Return on Equity (ROE) Metrics

RETURN ON EQUITY (ROE)

25.53%

RETURN ON EQUITY (ROE) AVG TTM

22.82%

RETURN ON EQUITY (ROE) AVG 3Y

16.78%

RETURN ON EQUITY (ROE) AVG 5Y

17.04%

RETURN ON EQUITY (ROE) AVG 10Y

14.44%

RETURN ON EQUITY (ROE) AVG 15Y

12.61%

RETURN ON EQUITY (ROE) AVG 20Y

10.08%

CURRENT VS TTM AVG

+11.87%

CURRENT VS 3Y AVG

+52.13%

CURRENT VS 5Y AVG

+49.78%

CURRENT VS 10Y AVG

+76.79%

CURRENT VS 15Y AVG

+102.40%

CURRENT VS 20Y AVG

+153.24%

SECTOR MEDIAN · FINANCIAL SERVICES

8.76%

median of 677 covered companies

CURRENT VS SECTOR MEDIAN

+191.43%

vs the sector median at left

NAME	MARKET CAP	RETURN ON EQUITY (ROE)	TTM	3Y	5Y
Gladstone Investment Corporation (GAINI)	$671.43M	25.53%	22.82%	16.78%	17.04%
Donegal Group Inc. (DGICA)vs ›	$669.85M	10.67%	10.86%	5.55%	6.20%
Carter Bankshares, Inc. (CARE)vs ›	$674.56M	23.85%	6.92%	8.94%	5.52%
Farmers National Banc Corp. (FMNB)vs ›	$678.49M	7.61%	11.28%	13.91%	13.09%
Root, Inc. (ROOT)vs ›	$662.03M	18.66%	9.98%	-27.41%	-37.53%
Midland States Bancorp, Inc. (MSBI)vs ›	$680.05M	7.55%	-8.32%	1.08%	3.36%
Red River Bancshares, Inc. (RRBI)vs ›	$682.99M	11.95%	11.21%	11.95%	11.45%
OFS Credit Company, Inc. (OCCIN)vs ›	$683.83M	-50.90%	1.81%	-3.09%	-0.41%
CoinShares PLC Ordinary Shares (CSHR)vs ›	$658.24M	12.73%	17.82%	12.75%	-231.02%
ACNB Corporation (ACNB)vs ›	$652.57M	12.90%	9.66%	11.33%	10.45%

NAME

MARKET CAP

RETURN ON EQUITY (ROE)

TTM

Gladstone Investment Corporation (GAINI)

$671.43M

25.53%

22.82%

16.78%

17.04%

Donegal Group Inc. (DGICA)vs ›

$669.85M

10.67%

10.86%

5.55%

6.20%

Carter Bankshares, Inc. (CARE)vs ›

$674.56M

23.85%

6.92%

8.94%

5.52%

Farmers National Banc Corp. (FMNB)vs ›

$678.49M

7.61%

11.28%

13.91%

13.09%

Root, Inc. (ROOT)vs ›

$662.03M

18.66%

9.98%

-27.41%

-37.53%

Midland States Bancorp, Inc. (MSBI)vs ›

$680.05M

7.55%

-8.32%

1.08%

3.36%

Red River Bancshares, Inc. (RRBI)vs ›

$682.99M

11.95%

11.21%

11.95%

11.45%

OFS Credit Company, Inc. (OCCIN)vs ›

$683.83M

-50.90%

1.81%

-3.09%

-0.41%

CoinShares PLC Ordinary Shares (CSHR)vs ›

$658.24M

12.73%

17.82%

12.75%

-231.02%

ACNB Corporation (ACNB)vs ›

$652.57M

12.90%

9.66%

11.33%

10.45%

Return on Equity (ROE) FAQ

What is the return on equity (ROE) for Gladstone Investment Corporation (GAINI)?

The return on equity (ROE) for GAINI stock is 25.53%.

Is Gladstone Investment Corporation's return on equity (ROE) high or low?

The return on equity (ROE) of 25.53% is 50% above its 5-year average of 17.04%, near the high end of its 5-year range (7.40%–29.16%).

What is the TTM average return on equity (ROE) for Gladstone Investment Corporation (GAINI)?

The TTM average return on equity (ROE) for GAINI stock is 22.82%.

What is the 3Y average return on equity (ROE) for Gladstone Investment Corporation (GAINI)?

The 3Y average return on equity (ROE) for GAINI stock is 16.78%.

What is the 5Y average return on equity (ROE) for Gladstone Investment Corporation (GAINI)?

The 5Y average return on equity (ROE) for GAINI stock is 17.04%.

What is the 10Y average return on equity (ROE) for Gladstone Investment Corporation (GAINI)?

The 10Y average return on equity (ROE) for GAINI stock is 14.44%.

What is the 15Y average return on equity (ROE) for Gladstone Investment Corporation (GAINI)?

The 15Y average return on equity (ROE) for GAINI stock is 12.61%.

What is the 20Y average return on equity (ROE) for Gladstone Investment Corporation (GAINI)?

The 20Y average return on equity (ROE) for GAINI stock is 10.08%.

DATE	RETURN ON EQUITY (ROE)
2026-06-30	25.53%
2026-03-31	29.16%
2025-12-31	21.89%
2025-09-30	19.21%
2025-06-30	18.31%
2025-03-31	13.33%
2024-12-31	15.28%
2024-09-30	8.32%
2024-06-30	14.66%
2024-03-31	17.31%
2023-12-31	14.65%
2023-09-30	16.10%
2023-06-30	7.40%
2023-03-31	8.08%
2022-12-31	10.59%
2022-09-30	9.53%
2022-06-30	15.06%
2022-03-31	22.95%
2021-12-31	24.09%
2021-09-30	25.20%
2021-06-30	21.30%
2021-03-31	11.10%
2020-12-31	-4.25%
2020-09-30	-4.89%
2020-06-30	-3.67%
2020-03-31	-1.96%
2019-12-31	7.98%
2019-09-30	8.84%
2019-06-30	13.71%
2019-03-31	20.04%
2018-12-31	24.56%
2018-09-30	25.20%
2018-06-30	22.35%
2018-03-31	17.13%
2017-12-31	14.29%
2017-09-30	12.79%
2017-06-30	8.83%
2017-03-31	14.87%
2016-12-31	19.51%
2016-09-30	13.98%
2016-06-30	13.71%
2016-03-31	8.91%
2015-12-31	11.98%
2015-09-30	16.50%
2015-06-30	17.16%
2015-03-31	18.36%
2014-12-31	9.72%
2014-09-30	1.65%
2014-06-30	7.04%
2014-03-31	-0.60%
2013-12-31	6.09%
2013-09-30	12.04%
2013-06-30	5.98%
2013-03-31	7.17%
2012-12-31	0.40%
2012-09-30	0.87%
2012-06-30	7.35%
2012-03-31	10.60%
2011-12-31	11.90%
2011-09-30	16.62%
2011-06-30	7.63%
2011-03-31	8.27%
2010-12-31	17.25%
2010-09-30	7.90%
2010-06-30	1.78%
2010-03-31	-5.74%
2009-12-31	-20.39%
2009-09-30	-19.34%
2009-06-30	-7.96%
2009-03-31	-5.33%
2008-12-31	-7.77%
2008-09-30	-3.59%
2008-06-30	-5.76%
2008-03-31	-0.46%
2007-12-31	4.30%
2007-09-30	3.21%
2007-06-30	6.27%
2007-03-31	3.26%
2006-12-31	4.31%
2006-09-30	3.83%
2006-06-30	3.21%
2006-03-31	2.63%

DATE

RETURN ON EQUITY (ROE)

2026-06-30

25.53%

2026-03-31

29.16%

2025-12-31

21.89%

2025-09-30

19.21%

2025-06-30

18.31%

2025-03-31

13.33%

2024-12-31

15.28%

2024-09-30

8.32%

2024-06-30

14.66%

2024-03-31

17.31%

2023-12-31

14.65%

2023-09-30

16.10%

2023-06-30

7.40%

2023-03-31

8.08%

2022-12-31

10.59%

2022-09-30

9.53%

2022-06-30

15.06%

2022-03-31

22.95%

2021-12-31

24.09%

2021-09-30

25.20%

2021-06-30

21.30%

2021-03-31

11.10%

2020-12-31

-4.25%

2020-09-30

-4.89%

2020-06-30

-3.67%

2020-03-31

-1.96%

2019-12-31

7.98%

2019-09-30

8.84%

2019-06-30

13.71%

2019-03-31

20.04%

2018-12-31

24.56%

2018-09-30

25.20%

2018-06-30

22.35%

2018-03-31

17.13%

2017-12-31

14.29%

2017-09-30

12.79%

2017-06-30

8.83%

2017-03-31

14.87%

2016-12-31

19.51%

2016-09-30

13.98%

2016-06-30

13.71%

2016-03-31

8.91%

2015-12-31

11.98%

2015-09-30

16.50%

2015-06-30

17.16%

2015-03-31

18.36%

2014-12-31

9.72%

2014-09-30

1.65%

2014-06-30

7.04%

2014-03-31

-0.60%

2013-12-31

6.09%

2013-09-30

12.04%

2013-06-30

5.98%

2013-03-31

7.17%

2012-12-31

0.40%

2012-09-30

0.87%

2012-06-30

7.35%

2012-03-31

10.60%

2011-12-31

11.90%

2011-09-30

16.62%

2011-06-30

7.63%

2011-03-31

8.27%

2010-12-31

17.25%

2010-09-30

7.90%

2010-06-30

1.78%

2010-03-31

-5.74%

2009-12-31

-20.39%

2009-09-30

-19.34%

2009-06-30

-7.96%

2009-03-31

-5.33%

2008-12-31

-7.77%

2008-09-30

-3.59%

2008-06-30

-5.76%

2008-03-31

-0.46%

2007-12-31

4.30%

2007-09-30

3.21%

2007-06-30

6.27%

2007-03-31

3.26%

2006-12-31

4.31%

2006-09-30

3.83%

2006-06-30

3.21%

2006-03-31

2.63%

Return on Equity (ROE): 25.53%

GAINI Return on Equity (ROE)

GAINI Average Return on Equity (ROE) Chart

GAINI Current vs Average Return on Equity (ROE) Chart

GAINI Return on Equity (ROE) Metrics

GAINI Competitors' Return on Equity (ROE)

Return Analysis

Return on Equity (ROE) Formula & Definition

Return on Equity (ROE) FAQ

GAINI Return on Equity (ROE) History

Related Metrics