US Global Investors has reported a powerful reversal in its financial trajectory, with first-quarter fiscal 2026 results showcasing a dramatic leap in profitability. The investment management firm’s performance was fueled by substantial portfolio gains and a continued commitment to delivering value directly to its shareholders.
Robust Financial Rebound Driven by Investments
The company announced a net income of $1.5 million for the quarter ended September 30, 2025. This figure represents a staggering 378 percent increase compared to the same period last year. Central to this turnaround was a surge in investment income, which tripled to reach $2.3 million.
Golden Performance Catalyst
A significant driver behind these impressive results was the exceptional strength in gold-related investments. Economic uncertainties propelled the price of gold to a historic 47 percent gain by the end of September 2025, creating a favorable environment for the company’s specialized funds.
This market dynamic led to positive net inflows for several key funds, reversing the outflows seen a year earlier. The Global Natural Resources Fund (PSPFX), the Gold and Precious Metals Fund (USERX), and the U.S. Global GO GOLD and Precious Metal Miners ETF (GOAU) all benefited. Notably, the GOAU ETF hit an intraday record high of $37.75 during the quarter.
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Unwavering Commitment to Shareholder Value
US Global Investors maintains a strong focus on returning capital to its owners. Its shareholder yield stood at 8.32 percent as of September 30, 2025, significantly outpacing the yield offered by U.S. Treasury securities.
The board of directors has approved monthly cash dividends of $0.0075 per share for October, November, and December of 2025. Furthermore, the company bolstered per-share value by repurchasing 159,074 of its own shares during the three-month period, at an approximate cost of $400,000.
A Foundation of Financial Strength
The firm’s balance sheet provides a solid foundation for its operations. Net working capital was approximately $37.2 million at the quarter’s close, supported by cash and liquid assets totaling $24.6 million. This substantial liquidity position offers flexibility to meet obligations and capitalize on future opportunities. These latest figures highlight the company’s successful navigation of prevailing market trends.
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