Heritage Global Inc. (HGBL)
NASDAQ · Business Services · Services-Business Services, NEC
- Price
- $1.33
- Day
- +0.00%
- Market cap
- $46.07M
Close 2026-09-24.
The company
Our Competitive Strengths We believe we have attributes that differentiate us from our competitors and provide us with significant competitive advantages. Our key competitive strengths are described below. Differentiated Business Model. We believe we have diversified business lines serving the financial and industrial asset liquidation market. We have multiple revenue streams including our brokerage, principal based auction services, refurbishment and resale, advisory services and secured lending services. Further, our business is event-driven and we have repeat, forward-flow contracts in place with industry leading customers. We expect to drive growth in our revenue streams by taking different roles, and using partners as needed. Compelling Macro Growth Drivers. Historically, recessions drive an increased supply of surplus assets and increased demand for liquidation services, which we believe we are well-positioned to provide. Further, consumer revolving credit has increased above pre‑pandemic levels, and credit card delinquencies and charge-offs have risen to at or above pre‑pandemic benchmarks. While recent data indicate these metrics have begun to stabilize and, in some measures moderate, we believe credit card charge-offs and nonperforming receivables are likely to remain elevated. Under adverse macroeconomic conditions, delinquencies and charge-off rates could increase further, potentially expanding the supply of charged-off and nonperforming portfolios available for sale.
From Item 1: Our Competitive Strengths.
By product & service
- Service — 65%
- Product — 35%
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- Mink Brook Asset Management LLC — $2.75M
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. — $2.45M
- Topline Capital Management, LLC — $2.16M
- VANGUARD CAPITAL MANAGEMENT LLC — $1.69M
- Truffle Hound Capital, LLC — $1.33M
- Koshinski Asset Management, Inc. — $1.11M
- Militia Capital Management LLC — $682.29K
- GEODE CAPITAL MANAGEMENT, LLC — $345.46K
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- Sklar James Edward (EVP, Gen Counsel & Secretary) sold 2,500 shares at $1.27 on 2026-09-01
- COBB BRIAN J. (CFO) bought 20,000 shares at $1.10 on 2026-08-20
- Hounsell Bruce Kenneth (President, Heritage DebtX LLC) bought 10,000 shares at $1.14 on 2026-08-17
- Dove Nicholas Kirk (President, Industrial Assets) bought 60,000 shares at $1.10 on 2026-08-17
- Dove Nicholas Kirk (President, Industrial Assets) bought 26,000 shares at $1.22 on 2026-05-21
- Sklar James Edward (EVP, Gen Counsel & Secretary) sold 3,734 shares at $1.33 on 2026-05-01
Recent filings
- 8-K — 2026-09-22
- 4 — 2026-09-02
- 144 — 2026-09-01
- 4 — 2026-08-20
- 4 — 2026-08-17
- 4 — 2026-08-17
- 10-Q — 2026-08-13
- 8-K — 2026-08-03
- SCHEDULE 13G/A — 2026-07-31
- 8-K — 2026-07-31