Seven Hills Realty Trust logo

Seven Hills Realty Trust(SEVN)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$7.34
09/18/2026
(24-hour delay)

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)
Upturn Stock price based on last close iconStock price based on last close

Advisory Performance History (Simulated)Advisory Performance History info

Upturn Advisory & Investor View for SEVN

09/18/2026: SEVN (1-star) is currently NOT-A-BUY. Pass it for now.

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.

Price Behavior

Downtrend
PRICE PATH

Downtrend

The stock has experienced a sustained decline in price over recent periods.

Smooth
PRICE STABILITY

Smooth

The stock has moved along a generally orderly path with only modest fluctuations.

Analysis of Past Performance

Type Stock
Historic Profit -10.15%
Avg. Invested days 37
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/18/2026

Upturn Scorecard

Upturn Star Rating

SEVN receives a 4-star rating, supported by strong unit economics, solid company fundamentals, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

SEVN has solid overall fundamentals (4 stars), with solid financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, strong cash generation (FCF margin 25.5%) and strong profitability (net margin 26.2%) are partially offset by negative earnings growth (-13.4%), negative revenue growth (-12.2%), modest insider ownership of 4.34%.

Financial Health Rating

SEVN's financial health is supported by strong efficiency, including operating-expense and cost-of-revenue discipline (opex 4.1% of revenue). Liquidity is moderate (3 stars), which helps explain the 4-star overall score.

Growth Momentum Score

SEVN's growth profile is soft, with the least-weak measure being revenue growth at -12.2% FY2025 versus FY2024. By comparison, while earnings growth (-13.4%, negative) and free-cash-flow growth (-25.2%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

Institutional ownership is 58.0% and approximately 96.0% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 4.34% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 7.13%
Vanguard Capital Management, LLC 4.43%
Morgan Stanley - Brokerage Accounts 3.94%
Geode Capital Management, LLC 2.77%
Flat Footed LLC 1.91%

Unit Economics (Per $1K Revenue)

SEVN generates approximately $805 of gross profit, $763 of operating income, and $255 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

Effective Tax Rate: 0.09%

Quantitative Style Profile

SEVN has a liquid, relatively low-volatility profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedLow VolatilitySmall / Mid Cap RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 166.30M USD
Price to earnings Ratio 10.79
1Y Target Price 9.55
Price to earnings Ratio 10.79
1Y Target Price 9.55
Volume (30-day avg) 155.7K shares
Beta 0.48
52 Weeks Range 7.26 - 9.64
Updated Date 09/20/2026
52 Weeks Range 7.26 - 9.64
Updated Date 09/20/2026
Dividends yield (FY) 15.14%
Basic EPS (TTM) 0.68
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Valuation

Trailing PE 10.79
Forward PE 9.29
Enterprise Value 566.66M
Price to Sales(TTM) 6.42
Enterprise Value 566.66M
Price to Sales(TTM) 6.42
Enterprise Value to Revenue 24.87
Enterprise Value to EBITDA 14.19
Shares Outstanding 22.66M
Shares Floating 21.75M
Shares Outstanding 22.66M
Shares Floating 21.75M
Percent Insiders 4.34
Percent Institutions 57.95

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon 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)

Information icon 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)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Seven Hills Realty Trust

Exchange NASDAQ
Headquarters Newton, MA, United States
IPO Launch date 2020-07-30
CEO -
Sector Real Estate
Industry REIT - Mortgage
Full time employees -
Full time employees -

Seven Hills Realty Trust, a real estate investment trust, focuses on originating and investing in first mortgage loans secured by middle market and transitional commercial real estate in the United States. The company has elected to be taxed as a real estate investment trust. As a result, the company would not be subject to corporate income tax on that portion of its net income that is distributed to shareholders. The company was formerly known as RMR Mortgage Trust. Seven Hills Realty Trust was founded in 2008 and is headquartered in Newton, Massachusetts.