Hercules Capital, Inc. is classed by the SEC under no industry code yet, based in San Mateo, CA. Its latest filed balance sheet (2025-12-31) shows total assets of $4.8 billion (its filed statements).
Business, industry not on fileSan Mateo, CAfilings since 20049 of 9 filed
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a business, industry not on file: no industry code on file, so the tenses and readings weigh evenly. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.6 out of ten, 9 of 9 metrics filed: past 6.3 out of ten, present 6.3 out of ten, future 4.0 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 6.4 out of ten. No warning events in its filings since 2017. 64th percentile among 111 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 7.6 out of ten. +19% a year over 5 filed years; profitable in 5 of 5. 76th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 4.8 out of ten. Share count grew 12.3% a year. 98% of cash flow returned. Insiders: 0 sales, 25 purchases. 48th percentile among 46 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 6.8 out of ten. ROE 15%: 15¢ of profit per shareholder dollar. Leverage 52%: owes 52¢ per asset dollar. 68th percentile among 49 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 7.3 out of ten. top 27% of 12 in its family; net margin 66.9%. 73rd percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 4.9 out of ten. bottom 49% of 49 in its family for leadership; chief executive since 2019. 49th percentile among 49 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 4.5 out of ten. bottom 45% of 9 in its family for room to expand. 45th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 2.9 out of ten. bottom 29% of 8 in its family for growth drivers. 29th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 4.6 out of ten. bottom 46% of 7 in its family for expectations against reality. 46th percentile among 7 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-12 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-30 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-30 for the period ended 2026-07-28 (on EDGAR). Newest filing: Form 8-K, 2026-10-08. Filings on record since 2004. Read from EDGAR 2026-10-12.
Who runs it
Bluestein, Scott (Chief Executive Officer); Meyer, Seth H (President); Olson, Andrew (Chief Financial Officer); Follmann, Christian (Chief Operating Officer); Botelho, Kiersten Zaza (Chief Legal Officer & CCO); Fichera, Alfred (director); Badavas, Robert P (director); Aguirre, Deanne (director); Crowell, Gayle A (director); Fallon, Thomas J (director); and 3 more. 13 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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