Hercules Capital Stock Alpha and Beta Analysis
| HCXY Stock | USD 25.06 0.32 1.26% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Hercules Capital. It also helps investors analyze the systematic and unsystematic risks associated with investing in Hercules Capital over a specified time horizon. Remember, high Hercules Capital's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Hercules Capital's market risk premium analysis include:
Beta (0.15) | Alpha 0.0175 | Risk 0.63 | Sharpe Ratio (0.02) | Expected Return (0.01) |
Enterprise Value |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Check out Hercules Capital Analysis, Hercules Capital Valuation, Hercules Capital Correlation, Hercules Capital Hype Analysis, Hercules Capital Volatility, Hercules Capital Price History and analyze Hercules Capital Performance. Hercules Capital Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Hercules Capital market risk premium is the additional return an investor will receive from holding Hercules Capital long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hercules Capital. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Hercules Capital's performance over market.| α | 0.02 | β | -0.15 |
Hercules Capital expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Hercules Capital's Buy-and-hold return. Our buy-and-hold chart shows how Hercules Capital performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Hercules Capital Market Price Analysis
Market price analysis indicators help investors to evaluate how Hercules Capital stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Hercules Capital shares will generate the highest return on investment. By understating and applying Hercules Capital stock market price indicators, traders can identify Hercules Capital position entry and exit signals to maximize returns.
Hercules Capital Return and Market Media
The median price of Hercules Capital for the period between Sun, Nov 30, 2025 and Sat, Feb 28, 2026 is 25.19 with a coefficient of variation of 0.82. The daily time series for the period is distributed with a sample standard deviation of 0.21, arithmetic mean of 25.19, and mean deviation of 0.17. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Confluence Investment Management LLC Trims Stake in Hercules Capital, Inc. HTGC - MarketBeat | 12/24/2025 |
2 | Muzinich Co. Inc. Purchases 254,651 Shares of Hercules Capital, Inc. HTGC - MarketBeat | 12/30/2025 |
3 | Disposition of 144 shares by Kiersten Botelho of Hercules Capital at 12.38 subject to Rule 16b-3 | 01/09/2026 |
4 | A Look At Hercules Capital Valuation After The Expanded Savara Loan Agreement - Yahoo Finance | 01/27/2026 |
| Hercules Capital dividend paid on 30th of January 2026 | 01/30/2026 |
5 | Hercules Capital Issues Technical Clarification in Regulatory Filing - The Globe and Mail | 02/04/2026 |
6 | Hercules Capital Announces New Supplemental Cash Distribution of 0.28 per Share | 02/10/2026 |
7 | Hercules Capital expects robust originations in 2026 amid platform expansion and defensive positioning | 02/13/2026 |
8 | Hercules Capital director Theodosopoulos buys 98,208 in HTGC stock By Investing.com - Investing.com South Africa | 02/19/2026 |
About Hercules Capital Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Hercules or other stocks. Alpha measures the amount that position in Hercules Capital has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2024 | 2025 | 2026 (projected) | Dividend Yield | 0.0938 | 0.0958 | 0.0737 | Price To Sales Ratio | 7.51 | 6.22 | 6.9 |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Hercules Capital in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Hercules Capital's short interest history, or implied volatility extrapolated from Hercules Capital options trading.
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Additional Tools for Hercules Stock Analysis
When running Hercules Capital's price analysis, check to measure Hercules Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hercules Capital is operating at the current time. Most of Hercules Capital's value examination focuses on studying past and present price action to predict the probability of Hercules Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Hercules Capital's price. Additionally, you may evaluate how the addition of Hercules Capital to your portfolios can decrease your overall portfolio volatility.