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Upturn AI Summary - About
Tekla Healthcare Investors(HQH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HQH
09/24/2026: HQH (4-star) is currently NOT-A-BUY. Pass it for now.
Tekla Healthcare Investors (HQH) is a closed-end fund that offers investors concentrated exposure to the healthcare, pharmaceutical, and biotechnology sectors. The fund's primary strength lies in its active management by a team specialized in identifying high-growth medical innovation. The investment story revolves around capitalizing on long-term trends like global aging and advancements in precision medicine. Risks are notable, however, including high industry concentration, clinical trial volatility, and the potential for the stock to trade at a discount to its net asset value. HQH is generally most suitable for growth-oriented or income-focused investors who can tolerate significant sector-specific volatility and want active management.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund provides exposure to high-growth areas within the biotech and healthcare innovation sectors. |
| Momentum investor | Mixed fit | Momentum fit is conditional on the healthcare sector experiencing an upturn in relative performance. |
| Value investor | Mixed fit | The fund may appeal to value investors when the market price trades at a wide discount to NAV. |
| Dividend investor | Strong fit | The fund's distribution policy is designed to provide regular income streams for shareholders. |
| Low-risk investor | Weak fit | High volatility inherent in the healthcare and biotech sectors makes this less suitable for risk-averse investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Biotech and healthcare stocks are subject to significant price swings due to clinical news. |
| Valuation risk | Medium | The fund's discount or premium to NAV can fluctuate and impact total return. |
| Competition risk (sector-specific) | Medium | The fund faces competition from lower-cost healthcare ETFs and other specialized funds. |
| Business quality | Medium | Performance relies on the quality of the individual biotech and pharma companies within the portfolio. |
| Dividend income | Medium | Distributions may be funded by capital gains, which are not guaranteed. |
| Execution risk | Medium | Success depends on the investment advisor's ability to pick winning healthcare stocks. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 74.62% | Avg. Invested days 102 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/24/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.24B USD | Price to earnings Ratio 4.93 | 1Y Target Price - |
Price to earnings Ratio 4.93 | 1Y Target Price - | ||
Volume (30-day avg) 164.2K shares | Beta 0.74 | 52 Weeks Range 15.29 - 24.18 | Updated Date 09/24/2026 |
52 Weeks Range 15.29 - 24.18 | Updated Date 09/24/2026 | ||
Dividends yield (FY) 10.21% | Basic EPS (TTM) 4.38 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management | Capital appreciation and income from a portfolio of healthcare-related stocks. | You earn money based on the success of the healthcare and biotech companies this fund chooses to hold. |
Valuation
Trailing PE 4.93 | Forward PE - | Enterprise Value 1.06B | Price to Sales(TTM) 5.61 |
Enterprise Value 1.06B | Price to Sales(TTM) 5.61 | ||
Enterprise Value to Revenue 4.96 | Enterprise Value to EBITDA - | Shares Outstanding 57.19M | Shares Floating - |
Shares Outstanding 57.19M | Shares Floating - | ||
Percent Insiders - | Percent Institutions 23.52 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Tekla Healthcare Investors
Exchange NYSE | Headquarters Philadelphia, PA, United States | ||
IPO Launch date 1988-01-05 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Abrdn Healthcare Investors is a closed-ended equity mutual fund launched and managed by abrdn Inc. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the healthcare sector, including the biotechnology, medical devices, and pharmaceuticals industries. The fund primarily invests in growth stocks of small cap companies. It employs fundamental analysis with a focus on factors such as current or anticipated market position for services or products, experienced business management, recognized technological expertise, and the ability either to generate funds internally to finance growth or to secure outside sources of capital to create its portfolio. The fund benchmarks the performance of its portfolio against the NASDAQ Biotechnology Index, the S&P 500 Index, and the S&P 1500 Healthcare Index. Abrdn Healthcare Investors was formed on October 31, 1986 and is domiciled in the United States.
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