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DisclosuresTermsPrivacy

Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

TTENK/calls
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Pulling SEC filings + quote and writing the call…

TTENK/calls
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Home›Stocks›USA
USA logo

USA

LIBERTY ALL STAR EQUITY FUND

Next earnings Sep 3, 2026

Sell
$5.80
▲ +0.17%
$5.80▼ -5.03%
over 1Y
L $5.27H $6.22
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+0.2%
1W+1.6%
1M-0.9%
3M+7.0%
YTD-2.5%
1Y-5.0%
OverviewValuationQualityFilings
Rating
Sell
Quality
C+
Valuation
Fair value
Sell
Conviction
Horizon
Medium (3–12mo)

Mixed signals in the latest filings.

LIBERTY ALL STAR EQUITY FUND shows limited reported revenue.

On these fundamentals, USA screens as SELL on the SEC figures.

Is USA a buy? The one-page verdict, explained →

The options angle

model · matches our verdict
Bear put spread~60d expiry
  • Long put 6 @ ~0.23 est
  • Short put 5 @ ~0.00 est
debit $23max +$77max −$23BE 5.77

SELL verdict, defined risk: profits into weakness down to the short strike; max loss is the net debit.

Open in the calculator →

Educational template, not a trade recommendation. Strikes and premiums are Black-Scholes model estimates from the last close and 30-day realized volatility — real chains, spreads and IV will differ. Options involve substantial risk.

Key statistics

Valuation

Enterprise value$1.75B
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield—
FCF yield—

Quality & risk

ROIC (est.)—
Free cash flow—
Total debt—
Net cash—

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Recent filings

all on EDGAR ↗
DEFA14AFiling2026-06-25open ↗DEF 14APeriod ending 2026-08-262026-06-25open ↗PRE 14APeriod ending 2026-08-262026-06-12open ↗N-30B-2Period ending 2026-03-312026-06-03open ↗4Period ending 2026-06-022026-06-03open ↗NPORT-PPeriod ending 2026-03-312026-06-01open ↗4Period ending 2026-05-082026-05-08open ↗N-CENPeriod ending 2025-12-312026-03-13open ↗N-CSRPeriod ending 2025-12-312026-03-06open ↗NPORT-PPeriod ending 2025-12-312026-02-27open ↗5/APeriod ending 2025-12-312026-02-12open ↗5Period ending 2025-12-312026-02-12open ↗

Quality score

C+
ValueGrowthProfitHealthMom.
Value—
Growth—
Profitability—
Financial health—
MomentumC+
5.2752-week6.20
Revenue
—
Net margin
—
ROE
—
P/E
—

SEC fundamentals

Frequently asked

Is LIBERTY ALL STAR EQUITY FUND (USA) a buy?
USA currently carries a Sell rating with 2/5 conviction, derived from its latest SEC filings. Mixed signals in the latest filings.
What is LIBERTY ALL STAR EQUITY FUND's quality score?
USA scores 60.140208863116264/100 (grade C+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0000799195, latest DEFA14A filed 2026-06-25) · EODHD · as of 7/5/2026, 6:49:54 AM.

›About this recommendation — produced by TENK/calls (tenkcalls.com), Luxembourg · not investment advice

Rule-based analysis, generated automatically from SEC filing data.

Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jul 5, 2026, 2:49 AM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC

Last 90 days: 3 open-market buys · 0 sales

2026-06-03
HALEY MARK T
President
Buy2.00K @ $5.81$11.6K
2026-06-02
HALEY MARK T
President
Buy356.00 @ $5.85$2.08K
2026-05-08
MILAS ROBERT
Insider
Buy1.70K @ $5.82$9.89K
2026-02-06
Rettinger Erich
Treasurer
Buy350.00 @ $6.01$2.10K
2025-12-30
HALEY MARK T
President
Buy1.60K @ $6.30$10.1K
2025-11-21
Khwaja-Dixon Sareena
Assistant Secretary
Buy500.00 @ $5.86$2.93K
2025-10-01
HALEY MARK T
President
Buy1.00K @ $6.37$6.37K
2025-09-09
HALEY MARK T
President
Buy1.50K @ $6.58$9.87K

Dividends

Quarterly
Yield (TTM)
11.7%
Annual / share
$0.68
Last ex-date
2026-04-16
Last amount
$0.15
ex 2026-04-16paid 2026-06-01$0.15
ex 2026-01-22paid 2026-03-09$0.18
ex 2025-11-14paid 2026-01-02$0.17
ex 2025-07-18paid 2025-09-02$0.18
ex 2025-04-17paid 2025-06-02$0.15
ex 2025-01-24paid 2025-03-10$0.17

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Recent news

market news →
Cardiovascular biotech Kardigan prices upsized $400M IPO at $16/shareBullish
seekingalpha.com· 2026-06-18
Liberty All-Star® Equity Fund May 2026 Monthly UpdateBullish
finance.yahoo.com· 2026-06-15
Liberty All-Star® Equity Fund Announces New Portfolio ManagerBullish
finance.yahoo.com· 2026-06-12
This 10.5% Dividend Shines as Americans Get Richer (and Are Less Happy About It)Bullish
nasdaq.com· 2026-05-25
Liberty All-Star® Equity Fund April 2026 Monthly UpdateBullish
finance.yahoo.com· 2026-05-15
Liberty All-Star® Equity Fund March 2026 Monthly UpdateBullish
finance.yahoo.com· 2026-04-14

Vs tracked universe

compare →

1195 tracked peers · median

TENK Score60 vs 67
Revenue growth— vs 7.5%
Net margin— vs 10.0%
Return on equity— vs 12.0%
P/E— vs 26.2

News sentiment

EODHD · 5d
Bullish
+0.17
vs typical · 5 articles
↑ improving

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.