BRC Group (RILY)
Operates financial-services, communications, retail and investment businesses for small-cap and middle-market companies.
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Combines capital-markets and wealth-management services with communications, consumer products and principal investments. The acquisition-built portfolio serves small-cap and middle-market companies through separately reported operating businesses.
Capital Markets and Wealth Management provide investment banking, brokerage, asset management, direct lending and advisory services for small-cap and middle-market companies. The financial-services platform also includes banking and financial advisory work.
Lingo, magicJack and Marconi Wireless supply phone, mobile, cloud communications, internet, data, security and email services. UOL adds internet-access and subscription businesses, while Consumer Products sells mobile-computing accessories and home furnishings.
The acquisition-built holding company also makes equity, debt and venture-capital investments. Its configuration is shaped by the operating portfolio and capital-management actions following recent asset sales and debt exchanges.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $154.1M · Total debt $1.32B · Total assets $1.97B · Shareholders' equity $142.2M
- Revenue
- $247.0M
- Operating income
- $57.7M
- Net income
- $20.5M
HistoryDividendAnnual yield
| Institutions | ≈ 43.80% | 17.61M shares | |
|---|---|---|---|
| 107 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 28.71% | 11.54M shares | |
| 15 holders · as of Jul 1, 2026 | |||
| Other | ≈ 27.49% | 11.05M shares | |
| remainder | |||
40.20M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Bryant R. RileyInsiderdirector, 10 percent owner, officer: Chairman and Co-CEO | 16.35% | 6.57M | filed Jun 16, 2026 |
Equitec Proprietary Markets, LLCInstitution | 8.45% | 3.40M | as of Jun 30, 2026 |
Dba Trading, LLCInstitution | 8.03% | 3.23M | as of Jun 30, 2026 |
Daniel Asher1Insider10 percent owner | 5.71% | 2.30M | filed Apr 22, 2026 |
BlackRock, Inc.Institution | 4.32% | 1.73M | as of Jun 30, 2026 |
- Daniel Asher's transaction reports restate only vehicles that traded; the 2026 ownership statement (2.30M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 16, 2026 | Bryant R. Riley | director, 10 percent owner, officer: Chairman and Co-CEO | −195,492 | $9.00 |
| May 14, 2026 | Alan N. Forman | officer: EVP, General Counsel, Sec | −79,445 | $8.56 |
| May 13, 2026 | Alan N. Forman | officer: EVP, General Counsel, Sec | −20,555 | $8.58 |
- Stifel Financial
Wealth management and middle-market financial-services overlap
- Piper Sandler
Middle-market investment banking and institutional brokerage overlap
- RingCentral
Cloud business phone, messaging, and collaboration overlap
- Ooma
Business and consumer cloud voice-services overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BRC Group | $5.88 | −4.14% | $246.4M | 0.5 | — | 0.2 | +5.2% |
| Stifel Financial | $72.97 | −0.29% | $11.09B | 8.6 | 10.4 | 1.7 | +13.2% |
| Piper Sandler | $72.67 | −0.10% | $4.91B | 16.9 | 14.6 | 2.3 | +22.2% |
| RingCentral | $81.00 | +1.59% | $6.87B | 63.8 | 15.3 | 2.7 | +5.9% |
| Ooma | $22.31 | +0.41% | $610.5M | 57.0 | 16.0 | 2.0 | +25.4% |
| Median | 36.9 | 15.0 | 2.2 | +17.7% |