Stock Fundamentals

Company Information

Company Name
BRC Group Holdings, Inc.
Sector
Financial Services
Industry
Financial Conglomerates
Exchange
NASDAQ
ISIN: US05580M1080
CIK: 0001464790
CUSIP: 38984G203
Currency: USD
Full Time Employees: 1,380
Phone: 310 966 1444
Fiscal Year End: December
IPO Date: Aug 02, 2007
Description:

BRC Group Holdings, Inc., through its subsidiaries, provides financial services in North America, Australia, Europe, the Middle East, Africa, Asia, and Latin America. The Capital Markets segment offers investment banking and institutional brokerage services; direct lending services to middle market companies; and equity research. This segment is also involved in trading equity securities; institutional sales and trading; securities lending; proprietary trading; direct lending; and loan origination and underwriting. The Wealth Management segment provides retail brokerage, investment management, insurance, accounting and tax preparation services to individuals and families, small businesses, nonprofits, trusts, foundations, and endowments; and investment management, retirement planning, education planning, wealth transfer and trust coordination, and lending and liquidity solutions. The Lingo segment resells plain old telephone services (POTS), broadband data services, and managed security services, as well as cloud voice, POTS alternative, and business collaboration communication services. The magicJack segment offers non-interconnected voice-over-IP cloud-based communications services; and related devices and subscription services. The Marconi Wireless segment provides mobile phone voice, text, and data services and devices under the Credo Mobile brand. The UOL segment dial-up and digital subscriber line services under the NetZero and Juno brands; and paid and free e-mail subscription services. The Consumer Products segment designs, manufactures, and sells consumer and enterprise productivity products comprising laptops and tablet cases, backpacks, universal docking stations, and computer accessories. The company was formerly known as B. Riley Financial, Inc. and changed its name to BRC Group Holdings, Inc. in January 2026. BRC Group Holdings, Inc. was founded in 1973 and is headquartered in Los Angeles, California.

Address:

11100 Santa Monica Blvd., Los Angeles, CA, United States, 90025

Directors & Officers

Name Title Year Born
Mr. Bryant Richard Riley Co-Founder, Chairman & Co-CEO 1967
Mr. Thomas J. Kelleher Co-Founder, Co-CEO & Director 1967
Mr. Scott Yessner CPA Executive Vice President & CFO 1970
Mr. Alan Neil Forman J.D. Executive VP, General Counsel & Secretary 1961
Mr. Andrew Thomas Moore Chairman & Co-CEO of B. Riley Securities Inc 1977
Mr. Howard E. Weitzman Senior VP & Chief Accounting Officer 1962
Mr. Timothy Wood Chief Information Officer NA
Ms. Nancy O. Feeney Chief Human Resources Officer NA
Mr. Steven Smith Senior Vice President of Financial Operations for B. Riley Retail Solutions NA
Mr. Billy Nichols Senior VP & Director of Merchandising for B. Riley Retail Solutions NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Nov 17, 2023 Agostino Robert P D N/A Purchase 5.00K $21.23 $106.15K
Nov 17, 2023 Bryant R Riley N/A Purchase 30.00K $21.23 $636.90K
Nov 13, 2023 Andrew Moore N/A Sale 61.61K $20.35 $1.25M
Nov 13, 2023 Renee E Labran N/A Purchase 500.00 $19.96 $9.98K
Nov 09, 2023 Tamara Sue Brandt N/A Purchase 1.64K $30.64 $50.10K
Aug 21, 2023 Bryant R Riley N/A Purchase 25.00K $47.31 $1.18M
Jul 25, 2023 Bryant R Riley N/A Purchase 72.73K $55.00 $4.00M
Jul 25, 2023 Randall E Paulson N/A Purchase 5.00K $55.00 $275.00K
Jun 13, 2023 Bryant R Riley N/A Purchase 6.20K $37.91 $235.00K
May 08, 2023 Bryant R Riley N/A Purchase 25.00K $34.66 $866.50K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
DBA TRADING, LLC 3.23M Mar 31, 2026 9.18% $11.74 1,207.59%
Charles Schwab Investment Management Inc 1.03M Mar 31, 2026 2.94% $0.00 -7.91%
Vanguard Group Inc 921.11K Dec 31, 2025 2.62% $0.00 8.13%
Allianz Asset Management AG 589.72K Mar 31, 2026 1.68% $0.00 97.82%
BlackRock Inc 409.19K Mar 31, 2026 1.16% $0.00 5.51%
Federated Hermes Inc 329.45K Mar 31, 2026 0.94% $0.00 0.07%
Susquehanna International Group, LLP 312.78K Mar 31, 2026 0.89% $0.00 200.48%
Millennium Management LLC 298.87K Mar 31, 2026 0.85% $0.00 0.00%
Renaissance Technologies Corp 250.22K Mar 31, 2026 0.71% $0.00 0.00%
Jane Street Group LLC 232.48K Mar 31, 2026 0.66% $0.00 122.21%
Geode Capital Management, LLC 209.16K Mar 31, 2026 0.60% $0.00 7.76%
Group One Trading, LP 190.30K Dec 31, 2025 0.54% $0.00 910.03%
Amvescap Plc. 149.52K Mar 31, 2026 0.43% $0.00 1.14%
NATIONAL BANK OF CANADA /FI/ 120.57K Mar 31, 2026 0.34% $0.00 -58.20%
The Goldman Sachs Group Inc 108.62K Mar 31, 2026 0.31% $0.00 208.81%
Quinn Opportunity Partners LLC 85.00K Mar 31, 2026 0.24% $0.03 0.00%
State Street Corp 82.60K Mar 31, 2026 0.24% $0.00 0.00%
HRT FINANCIAL LLC 82.25K Mar 31, 2026 0.23% $0.00 0.00%
Two Sigma Investments LLC 69.15K Mar 31, 2026 0.20% $0.00 -19.54%
CastleKnight Management LP 64.79K Mar 31, 2026 0.18% $0.01 -46.76%

Shares Statistics

Shares Outstanding: 37.13M
Shares Float: 24.16M
% Insiders: 3,342.40%
% Institutions: 2,795.90%
Short % Float: 14.53%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Schwab Fundamental U.S. Small CompanyETF 770.03K 2.19% ▲ 0.86% Apr 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 574.87K 1.64% ▲ 0.00% Apr 30, 2026
3 PIMCO RAE US Small 229.70K 0.65% ▲ 64.47% Dec 31, 2025
4 PIMCO RAE US Small Instl 229.70K 0.65% ▲ 64.47% Dec 31, 2025
5 Bridge Builder Small/Mid Cap Growth 206.20K 0.59% ▲ 0.00% Apr 30, 2026
6 Vanguard Institutional Extnd Mkt Idx Tr 200.32K 0.57% ▲ 0.00% Apr 30, 2026
7 Leader Short Term High Yield Bond Inv 177.84K 0.51% ▲ 3,556,640.00% Mar 31, 2026
8 Schwab Fundamental US Small Company Idx 176.32K 0.50% ▲ 0.00% Apr 30, 2026
9 PIMCO RAE US Small CIT Class 0TS 168.18K 0.48% ▲ 34.57% Mar 31, 2026
10 Invesco RAFI US 1500 Small-Mid ETF 149.44K 0.43% ▲ 0.00% Apr 30, 2026

Valuation Metrics

Enterprise Value: $1.53B
Trailing P/E: 0.65
Forward P/E: 0.00

Financial Highlights

Market Cap: $353.48M
P/E Ratio: $0.65
PEG Ratio: $0.00
Book Value: $2.20
Earnings/Share: $14.55
Profit Margin: 50.77%
Operating Margin: 40.16%
ROA (TTM): 28.62%
ROE (TTM): -3,385.42%
Revenue (TTM): $1.05B
Revenue/Share (TTM): $33.82
Earnings Growth (YOY): 11,632.70%
Revenue Growth (YOY): 113.40%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.27x -8.32x 1.07x 1.62x 3.99x
2024-12-31 2.17x -3.88x 1.26x -4.68x -3.06x
2023-12-31 3.33x 6.46x 0.94x 1.14x 13.06x
2022-12-31 2.85x 5.48x 0.89x 0.21x -15.95x
2021-12-31 3.19x 6.23x 0.82x 5.57x 5.62x
2020-12-31 2.51x 2.04x 0.80x 4.23x 3.02x
2019-12-31 2.53x 2.30x 0.83x 3.32x 4.82x
2018-12-31 2.05x 3.87x 0.87x 1.36x 14.62x
2017-12-31 3.00x 1.55x 0.81x 3.44x 10.30x
2016-12-31 1.79x 0.65x 0.43x 24.41x 1.84x
2015-12-31 2.60x 0.00x 0.17x 26.48x 0.01x
2014-12-31 2.01x 0.19x 0.30x -5.89x -2.74x
2013-12-31 2.16x -15.23x 1.06x 1.54x 10.91x
2012-12-31 2.04x -12.57x 1.05x 2.85x 6.60x
2011-12-31 2.02x -8.17x 1.11x 1.52x 7.91x
2010-12-31 1.81x -7.41x 1.12x -3.10x -5.65x
2009-12-31 1.90x -67.42x 1.01x 1.55x 3.89x
2008-12-31 1.29x 0.79x 0.74x -0.59x -4.77x
2007-12-31 2.31x 0.00x 0.30x N/A 0.00x

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