NIE

Virtus Equity & Convertible Income Fund
NYSEUSDEQUITY Financial Services DELAYED
Last price
25.28
▲ 0.45 (1.81%)
MARKET · —

Price

1D — H — L — Range — Vol —
Drag pan · Pinch zoom · Hold crosshair · pick a tool then drag to draw
Open
—
Prev close
24.83
Day high
25.30
Day low
24.92
Volume
117.86K
Market cap
$700.48M
P/E (TTM)
6.12
52W range
22.78 – 27.24

Trailing performance

Price return · vs SPY
Returnvs SPY
1W
+0.40% -1.6%
1M
-2.92% -4.1%
3M
-4.10% -8.6%
6M
+6.98% -11.2%
YTD
+1.44% -12.8%
1Y
+0.20% -16.2%
3Y
+27.10% -55.2%
5Y
— —

Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.

Unusual options activity

Account required
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
Free account required

Contracts trading at or above their open interest, ranked by notional and where the print landed.

Free account

5 more panels on NIE open with an account.

Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.

Insider net activity

6m · Form 4 rollup
Net shares
0
Net selling
Buy transactions
0
0 shares
Sell transactions
0
—
Net transactions
0
Buys less sells
Sell : buy shares
—
Not enough filings
Insider-held shares
0
Total on file

Insider transactions

Account required
DateInsiderAction SharesValueHeld
Aug 10, 26
YEE MICHAEL
Other Executive
SELL 4.61K $122.27K Direct
Jun 17, 25
MCDANIEL CONNIE D
Director
BUY 226 $5.19K Direct
What this is, and what it is not

These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.

A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.

This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.

Free account required

Officer and director trades in their own stock, straight from Form 4 filings.

Insider holders

2 reporting
NameRelationShares heldLatest
MCDANIEL CONNIE D
Director 226 Purchase
YEE MICHAEL
Other Executive 0 Sale

Fundamentals

TTM · reported
Market cap$700.48M
Enterprise value—
Revenue (TTM)—
Gross profit—
EBITDA—
Net income—
EPS (TTM)$4.13
Free cash flow—
Total cash—
Total debt—
Book value / share—
Shares outstanding27.71M
Float—
Short % of float0.18%
Dividend yield9.18%
Beta (5Y)—

Valuation & profitability ratios

Account required
Trailing P/E6.12
Forward P/E—
PEG ratio—
Price / sales—
Price / book—
EV / revenue—
EV / EBITDA—
Gross margin0.00%
Operating margin0.00%
Profit margin0.00%
Return on equity—
Return on assets—
Debt / equity—
Current ratio—
Free account required

Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.

Financial statements

As reported · 5 years · 2 quarters
Blank means not reported, not zero
Line item20262025202420232022YoY
Total revenue $114.85M$130.83M$94.20M-$107.93M— -12.2%
Operating revenue $114.85M$130.83M$94.20M-$107.93M— -12.2%
Selling, general & admin $1.11M$1.09M$1.04M$1.27M— +2.0%
Total operating expense $514.00K$512.00K$450.00K$497.00K— +0.4%
Pre-tax income $114.33M$130.32M$93.75M-$108.43M— -12.3%
Net income $114.33M$130.32M$93.75M-$108.43M— -12.3%
Net income to common $114.33M$130.32M$93.75M-$108.43M— -12.3%
Basic EPS ——3.39-3.912.68 —
Diluted EPS ——3.39-3.912.68 —
Basic shares ——27.66M27.73M27.81M —
Diluted shares 27.68M—27.66M27.73M27.81M —

Options analytics

Account required
Put / call volume
—
—
Put / call open interest
—
Positioning, not flow
Max pain
—
—
ATM implied vol
—
Nearest strike to spot
Skew (10% OTM)
—
—
Call volume
0
Contracts, this expiry
Put volume
0
Contracts, this expiry
Heaviest call OI
—
—
Heaviest put OI
—
—

Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.

Free account required

Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.

Earnings

History & consensus estimates
Forward consensus
PeriodEPSAnalystsRevenueGrowth
Current quarter — — $0 —
Next quarter — — $0 —
Current year — — $0 —
Next year — — $0 —

Analyst targets & ownership

Account required
Mean target—
High target—
Low target—
Implied upside—
Analyst count—
ConsensusNONE
Strong buy / Buy— / —
Hold—
Sell / Strong sell— / —
Held by insiders0.00%
Held by institutions27.56%
Institutions holding100
Free account required

Price targets, consensus spread, insider and institutional ownership.

Moving averages & technicals

Computed from 2Y daily closes
SMA 10
25.07
+0.83% from price
SMA 20
25.24
+0.16% from price
SMA 50
25.80
-2.03% from price
SMA 100
26.15
-3.31% from price
SMA 200
25.64
-1.39% from price
EMA 12
25.13
+0.60% from price
EMA 26
25.37
-0.37% from price
EMA 50
25.65
-1.42% from price
RSI (14)
47.8
Neutral
MACD (12,26,9)
-0.24
Hist 0.01
ATR (14)
0.45
1.79% of price
Realised vol 30D
16.4%
Annualised
Bollinger upper
26.00
20, 2σ
Bollinger lower
24.48
20, 2σ
50 / 200 cross
Golden
25.80 vs 25.64
Trend bias
Below 200
-1.39%

Options chain

Account required
Expiry
Spot 25.28
Calls
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Puts
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Free account required

Every listed expiry, both sides of the book, with volume, open interest and implied volatility.

Risk profile

Daily returns · 1Y window
Beta vs SPY
0.81
Less volatile than market
Correlation to SPY
0.77
Moves with the index
Realised vol 30D
16.4%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-11.7%
Peak to trough
Max drawdown 5Y
-43.3%
Peak to trough
ATR 14
0.45
1.79% of price
Beta (reported)
—
5Y monthly, from filing

Short interest

Semi-monthly exchange report · lags by ~2 weeks
Shares short
49.77K
Prior 13.14K
Change vs prior
+278.6%
Shorts adding
% of float
0.18%
Normal
% of shares out
0.18%
Against total outstanding
Days to cover
0.7
Liquid
Float
—
Freely tradeable shares

Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.

Dividends & splits

Declared · from the issuer
Forward rate$2.32 / yr
Forward yield9.18%
5-year avg yield9.02%
Payout ratio48.47%
Ex-dividend dateSep 14, 2026
Next pay dateJan 4, 2019
Last split—
Split date—

PRIVATE STRATEGY · BY QUALIFICATION

The same data. A different seat.

The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.