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RVTRoyce Value Trust, Inc.Hold6.5·$17.77+0.79%
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Royce Value Trust, Inc. (RVT) Stock Analysis

HoldVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $17.77, but acceptable to hold if already in. Reason: V7 low-quality RISK_OFF penalty: -0.5 (Q=5.2).

Royce Small-Cap Trust, Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of... Read more

$17.77+4.1% A.UpsideScore 6.5/10#8 of 109 Asset Management
QualityF-score8 / 9FCF yield-0.36%
IncomeYield8.17%(5y avg 8.59%)Payout48.97%sustainable
Stop $17.05Target $18.50(resistance)A.R:R 0.0:1

Hold if already holding. Not a fresh buy at $17.77, but acceptable to hold if already in. Reason: V7 low-quality RISK_OFF penalty: -0.5 (Q=5.2). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 6.5/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.

Thesis

Rewards
Sector modifier (Financial Services): +1.0
Attractive valuation
Strong growth profile
Risks
V7 low-quality RISK_OFF penalty: -0.5 (Q=5.2)

Key Metrics

P/E (TTM)6.1
P/E (Fwd)
Mkt Cap$2.2B
EV/EBITDA
Profit Mgn962.1%
ROE12.6%
Rev Growth11.9%
Beta1.24
Dividend8.17%
Rating analysts5

Quality Signals

Piotroski F8/9MoatNarrow

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 ceiling hit

GatesMomentum 4.1<4.5A.R:R UPSIDE_EXHAUSTED (upside=0.0%)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
50 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $17.42Resistance $18.88

Price Targets

$17
$19
A.Upside+4.1%
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! momentum at 4.1 (below the engine's 4.5 threshold)

Earnings

We could not retrieve earnings history for RVT.
The company may be recently listed, pre-revenue, or its beat/miss record wasn't available from our source this run. Earnings signals feed the Growth and Catalyst score dimensions — absence here doesn't affect other dimensions.

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is RVT stock a buy right now?

Hold if already holding. Not a fresh buy at $17.77, but acceptable to hold if already in. Reason: V7 low-quality RISK_OFF penalty: -0.5 (Q=5.2). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $18.50 (+4.1%), stop $17.05 (−4.2%), A.R:R 0.0:1. Score 6.5/10, moderate confidence.

What is the RVT stock price target?

Take-profit target: $18.50 (+4.1% upside). Target $18.50 (+4.1%), stop $17.05 (−4.2%), A.R:R 0.0:1. Stop-loss: $17.05.

What are the risks of investing in RVT?

V7 low-quality RISK_OFF penalty: -0.5 (Q=5.2).

Is RVT overvalued or undervalued?

Royce Value Trust, Inc. trades at a P/E of 6.1 (forward N/A). TrendMatrix value score: 9.9/10. Verdict: Hold.

What do analysts say about RVT?

5 analysts cover RVT with a consensus score of 4.2/5.

What does Royce Value Trust, Inc. do?Royce Small-Cap Trust, Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It...

Royce Small-Cap Trust, Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small cap and micro cap companies. The fund benchmarks the performance of its portfolio against the Russell 2000 Index. Royce Small-Cap Trust, Inc. was formed on July 1, 1986 and is domiciled in the United States.

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