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8-K ·Filed Jun 8, 2026

GROW

U S GLOBAL INVESTORS INC
NEUTRAL
Impact 4/10
Horizonimmediate Processed4mo ago SEC0001437749-26-019804
8-K Item 2.02: Earnings release
Actionable Insight • Neutral

The restatement is purely mechanical with no cash flow or operational impact — the stock should not move on this news. Monitor next quarter's filings for any control enhancements and continued AUM growth trajectory.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
GROW ▲ +22.63% at T+60d
NEUTRAL call +22.63% · α vs SPY +19.58% · entry $2.74 → $3.36
Entry = T+0 close
Jun 8, 2026
via day close
T+1d
+1.46%
call +1.46% · α +1.75%
$2.78
settled 5mo ago
T+5d
+9.12%
call +9.12% · α +7.01%
$2.99
settled 5mo ago
T+20d
+10.58%
call +10.58% · α +8.95%
$3.03
settled 4mo ago
T+60d
+22.63%
call +22.63% · α +19.58%
$3.36
settled 8w ago

Price Chart

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Executive Summary

U.S. Global Investors filed an 8-K announcing a restatement of its Q3 FY2026 EPS due to a spreadsheet error that understated weighted-average shares by 702,484, overstating EPS by $0.02. The restatement corrected EPS from $0.23 to $0.21, with no impact on net income, revenue, or cash position. The underlying business fundamentals remain strong, with revenue up 31% YoY to $2.8M and net income of $2.7M vs a $382K loss a year ago.

Key Financial Metrics

EPS
$0.21
Revenue
$2.8M
+31.0% YoY
Rating
in line

Key Facts

  • EPS restated from $0.23 to $0.21 for Q3 ended March 31, 2026 due to a spreadsheet omission in weighted-average share calculation
  • Weighted average shares understated by 702,484 for the quarter; no impact on net income, revenue, operating income, or cash
  • Net income of $2.7M vs a net loss of $382K in the same quarter last year
  • Operating revenues of $2.8M, up 31% YoY from $2.1M
  • Average AUM of $1.6B, the highest since June 2024 quarter

Financial Impact

EPS corrected by $0.02 per share (from $0.23 to $0.21); no change to net income ($2.7M) or revenue ($2.8M)

epsweighted average shares outstanding

Risk Factors

  • Perception risk: any restatement, even clerical, can erode investor confidence in financial controls
  • No forward guidance provided; reliance on gold/natural resources AUM for revenue growth introduces commodity price exposure

Market Snapshot

Exchange
Nasdaq
Sector
Investment Advice

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001437749-26-019804
Document: usglobal20260608_8k.htm0001437749-26-019804
Document: 0001437749-26-019804-index-headers.html0001437749-26-019804
Document: 0001437749-26-019804-index.html0001437749-26-019804
Document: 0001437749-26-019804.txt0001437749-26-019804
8-K Data (Synthetic)0001437749-26-019804
10 reports for GROW
Performance horizon
33% Hit rate @ T+20 1 of 3 directional calls Went positive at some point 1 of 3 best @ T+20▲ +16.24%Jun 4, 2026
Filters
Rows
Reports for GROW — sortable, filterable
TypeNow
Oct 22, 2026
5d ago
Press Release
NEUTRAL ★ 2/10
$2.63awaiting T+20—$2.70 (+2.66%)
Sep 15, 2026
6w ago
Press Release
NEUTRAL ★ 2/10
$2.97 $2.74▼ −7.74%▼ −9.81%$2.70 (−9.09%)
Aug 28, 2026
8w ago
Press Release
NEUTRAL ★ 2/10
$3.33 $2.98▼ −10.51%▼ −11.02%$2.70 (−18.92%)
Jun 8, 2026
20w ago
8-K
NEUTRAL ★ 4/10
$2.74 $3.03▲ +10.58%▲ +8.95%$2.70 (−1.46%)
Jun 5, 2026
20w ago
10-Q/A
BEARISH ★ 6/10
$2.74 $3.03▼ −10.58%▼ −8.95%$2.70 (+1.46%)
Jun 4, 2026
20w ago
Insider Cluster
BULLISH ★ 4/10
$2.71 $3.15▲ +16.24%▲ +17.61%$2.70 (−0.37%)
Jun 2, 2026
21w ago
Insider Cluster
NEUTRAL ★ 2/10
$2.61 $3.15▲ +20.69%▲ +21.69%$2.70 (+3.45%)
Jun 1, 2026
21w ago
Press Release
BEARISH ★ 6/10
$2.59 $3.15▼ −21.62%▼ −23.19%$2.70 (−4.25%)
May 6, 2026
24w ago
Press Release
NEUTRAL ★ 2/10
$2.61 $2.61▼ −0.08%▼ −3.21%$2.70 (+3.37%)
Mar 13, 2026
32w ago
Press Release
NEUTRAL ★ 3/10
$3.20 $2.52▼ −21.30%▼ −24.89%$2.70 (−15.68%)
Showing 10 of 10

US Market Status

Market Closed — Opens Thu (10h 41m)

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Report published Jun 8, 2026