GROW U S GLOBAL INVESTORS INC

BEARISH Impact: 6/10 10-Q/A
Horizon weeks Filed Jun 5, 2026 Processed 1d 1h ago SEC 0001437749-26-019757
Amended quarterly report (potential restatement)

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Executive Summary

U.S. Global Investors filed an amended 10-Q/A to correct an EPS calculation error that overstated basic and diluted EPS by $0.02 for the March 2026 quarter and $0.01 for the nine-month period. The error stemmed from an omitted share component in a spreadsheet, understating weighted-average shares by 702,484 (quarter) and 230,743 (nine months). Net income, revenue, expenses, and cash flows were unaffected. Management disclosed a material weakness in internal controls over financial reporting related to the share-count review process. The filing follows a late NT 10-Q in February 2026 that flagged a $1.3M tax expense and a related 8-K Item 4.02 filed June 2, 2026.

Actionable Insight

The EPS restatement and material weakness disclosure signal control deficiencies that may delay future filings and increase regulatory scrutiny. Monitor for remediation progress and any further restatements. The prior NT 10-Q flagged tax accounting issues — watch for Q4 FY2026 filings for resolution of the $1.3M tax expense and valuation allowance.

Key Facts

  • EPS overstated by $0.02 for Q3 FY2026 and $0.01 for 9M FY2026 due to spreadsheet error in weighted-average share calculation
  • Weighted-average shares understated by 702,484 (quarter) and 230,743 (nine months)
  • Material weakness in internal control over financial reporting identified — review control over share-count calculation lacked sufficient precision
  • No impact on net income, revenue, expenses, cash flows, or period-end shares outstanding
  • Prior NT 10-Q (Feb 2026) warned of $1.3M tax expense and valuation allowance; this amendment is part of a broader restatement pattern
  • Related 8-K Item 4.02 filed June 2, 2026, confirming non-reliance on prior financials

Financial Impact

EPS correction of $0.02 (quarter) and $0.01 (nine months); no change to net income ($2.7M quarter, $3.3M nine months)

epsweighted-average shares outstanding

Risk Factors

  • Potential SEC or Nasdaq compliance actions due to material weakness and late filing history
  • Risk of additional restatements if control remediation is incomplete
  • Shareholder litigation risk from overstated EPS

Market Snapshot

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Investment Advice

Documents Analyzed

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

DocumentAccession Number
10-Q/A Filing (Primary)0001437749-26-019757
Exhibit: ex_969427.htm0001437749-26-019757
Exhibit: ex_969428.htm0001437749-26-019757
Document: 0001437749-26-019757-index-headers.html0001437749-26-019757
Document: 0001437749-26-019757-index.html0001437749-26-019757
Document: 0001437749-26-019757.txt0001437749-26-019757
6 reports for GROW
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Reports for GROW — sortable, filterable
Type Now
Jun 5, 2026
1d ago
10-Q/A
BEARISH ★ 6/10
awaiting T+1
Jun 4, 2026
2d ago
Insider Cluster
BULLISH ★ 4/10
$2.71 $2.67▼ −1.48%▲ +1.12%$2.67 (−1.48%)
Jun 2, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$2.61 $2.71▲ +3.83%▲ +3.43%$2.67 (+2.30%)
Jun 1, 2026
4d ago
Press Release
BEARISH ★ 6/10
awaiting T+1
May 6, 2026
4w ago
Press Release
NEUTRAL ★ 2/10
$2.61 $2.61· 0.00%▼ −0.83%$2.67 (+2.22%)
Mar 13, 2026
12w ago
Press Release
NEUTRAL ★ 3/10
$3.20 $3.24▲ +1.18%▲ +0.15%$2.67 (−16.61%)
Showing 6 of 6

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