BDJ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $9.41
52W Range $8–$10

BDJ Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$0.74Paid monthly
5Y Div CAGR≈4.4%Per share, split-adjusted
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.06USD≈8.8%
Aug 14, 2026$0.06USD≈8.7%
Jul 15, 2026$0.06USD≈8.9%
Jun 15, 2026$0.06USD≈9.2%
May 15, 2026$0.06USD≈9.6%
Apr 15, 2026$0.06USD≈9.4%
Mar 13, 2026$0.06USD≈9.7%
Feb 13, 2026$0.06USD≈9.0%
Jan 20, 2026$0.06USD≈9.2%
Dec 22, 2025$0.18USD≈9.2%
Nov 14, 2025$0.06USD≈8.3%
Oct 15, 2025$0.06USD≈8.1%
Sep 15, 2025$0.06USD≈8.1%
Aug 15, 2025$0.06USD≈8.2%
Jul 15, 2025$0.06USD≈8.2%
Jun 13, 2025$0.06USD≈8.3%
May 15, 2025$0.06USD≈8.3%
Apr 15, 2025$0.06USD≈8.7%
Mar 14, 2025$0.06USD≈8.1%
Feb 14, 2025$0.06USD≈7.7%

Institutional owners (13F) 230 filers · $299.1M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 230
Value held $299.1M
New positions 16
Exited positions 11
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
16 (-25 vs prior Q) 11 (-9 vs prior Q) 71 (+7 vs prior Q) 43 (+2 vs prior Q) +2.4M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
RAYMOND JAMES FINANCIAL INC $42,785,510 4,470,795 14.30% Shares
MORGAN STANLEY $32,388,521 3,384,379 10.83% Shares
GUGGENHEIM CAPITAL LLC $22,718,405 2,373,919 7.60% Shares
Invesco Ltd. $22,314,062 2,331,668 7.46% Shares
WELLS FARGO & COMPANY/MN $22,134,493 2,312,905 7.40% Shares
LPL Financial LLC $18,257,653 1,907,801 6.10% Shares
STIFEL FINANCIAL CORP $10,638,307 1,111,630 3.56% Shares
Waterfront Wealth Inc. $8,203,333 848,328 2.74% Shares
ROYAL BANK OF CANADA $7,668,000 801,250 2.56% Shares
UBS Group AG $6,183,369 646,120 2.07% Shares
Boothe Investment Group, Inc. $5,740,472 599,840 1.92% Shares
Advisors Asset Management, Inc. $5,695,063 600,745 1.90% Shares
BANK OF AMERICA CORP /DE/ $5,362,213 560,315 1.79% Shares
OSAIC HOLDINGS, INC. $5,236,059 547,128 1.75% Shares
Steward Partners Investment Advisory, LLC $4,101,574 428,587 1.37% Shares
Cerity Partners LLC $3,313,097 346,195 1.11% Shares
SOL Capital Management CO $3,168,364 381,271 1.06% Shares
COOK WEALTH MANAGEMENT GROUP LLC $3,168,364 381,271 1.06% Shares
Baird Financial Group, Inc. $2,641,788 276,049 0.88% Shares
AMERIPRISE FINANCIAL INC $2,387,657 249,494 0.80% Shares
Cetera Investment Advisers $2,384,294 249,142 0.80% Shares
Shaker Financial Services, LLC $2,286,637 238,938 0.76% Shares
Allspring Global Investments Holdings, LLC $1,776,910 185,675 0.59% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,499,367 156,674 0.50% Shares
Capital Investment Advisory Services, LLC $1,397,670 146,047 0.47% Shares
NewEdge Advisors, LLC $1,249,509 130,565 0.42% Shares
Shulman DeMeo Asset Management LLC $1,234,929 129,042 0.41% Shares
Waverly Advisors, LLC $1,219,308 127,409 0.41% Shares
&PARTNERS $1,213,204 126,772 0.41% Shares
IHT Wealth Management, LLC $1,098,159 114,750 0.37% Shares
KINGSWOOD WEALTH ADVISORS, LLC $1,068,184 111,618 0.36% Shares
Centurion Wealth Management LLC $1,014,587 106,017 0.34% Shares
Rockefeller Capital Management L.P. $959,362 100,246 0.32% Shares
Sanctuary Advisors, LLC $943,803 98,621 0.32% Shares
David J Yvars Group $931,467 97,410 0.31% Shares
WealthTrust Axiom LLC $930,259 97,206 0.31% Shares
PMG Family Office LLC $912,930 95,395 0.31% Shares
WOLVERINE ASSET MANAGEMENT LLC $893,446 93,359 0.30% Shares
Kestra Advisory Services, LLC $875,286 91,461 0.29% Shares
Farther Finance Advisors, LLC $825,107 86,342 0.28% Shares
Kovack Advisors, Inc. $804,119 84,025 0.27% Shares
Sheets Smith Investment Management $723,571 79,426 0.24% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $706,643 73,076 0.24% Shares
Private Advisor Group, LLC $667,313 69,730 0.22% Shares
Calamos Advisors LLC $663,660 69,348 0.22% Shares
Stratos Wealth Partners, LTD. $663,287 69,309 0.22% Shares
OMC Financial Services LTD $637,171 66,580 0.21% Shares
REGIONS FINANCIAL CORP $622,050 65,000 0.21% Shares
Tyler-Stone Wealth Management $605,632 68,125 0.20% Shares
Wealthspire Advisors, LLC $581,292 60,741 0.19% Shares

Show all 230 institutional owners →

Company insiders 31 insiders · 1 officers · 20 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Robert Kapito President Jan. 20, 2006 P 1,000 0 0 $0
Stayce D. Harris Director July 1, 2026 A · 0 0 $0
Lorenzo Flores Director July 1, 2026 A · 0 0 $0
James Phillip Holloman Director July 1, 2026 A · 0 0 $0
Robert Glenn Hubbard Director July 1, 2026 A 1,621 0 0 $0
Catherine A. Lynch Director Jan. 2, 2026 A · 0 0 $0
Frank Fabozzi Director Sept. 30, 2022 A 781 0 0 $0
Michael J Castellano Director Oct. 1, 2021 A 2,379 0 0 $0
Richard Cavanagh Director Oct. 1, 2021 A 645 0 0 $0
Karen P Robards Director Oct. 1, 2020 A 1,573 0 0 $0
Henry Gabbay Director Jan. 16, 2019 P 150 0 0 $0
Cynthia Egan Director May 31, 2018 P 10,870 0 0 $0
Jerrold B Harris Director Oct. 13, 2017 A 508 0 0 $0
Kathleen F Feldstein Director Oct. 15, 2015 A 674 0 0 $0
James T Flynn Director Oct. 15, 2015 A 0 0 0 $0
George Nicholas Beckwith III Director Jan. 15, 2010 A 100 0 0 $0
Kent Dixon Director Sept. 16, 2009 J 3,000 0 0 $0
Andrew Brimmer Director Dec. 14, 2005 P 25 0 0 $0
James Laforce Director Dec. 9, 2005 P 600 0 0 $0
Walter F Mondale Director Dec. 6, 2005 P 50 0 0 $0
Arthur Philip Steinmetz · Aug. 3, 2026 A · 0 0 $0
Carl W Kester · Aug. 3, 2026 A 425 0 0 $0
David Zhao · Jan. 30, 2026 M 0 0 0 $0
Kyle Mcclements · Jan. 30, 2026 M 18,712 0 0 $0
Antonio Despirito III · Jan. 31, 2025 M 0 0 0 $0
Christopher Accettella · Jan. 31, 2025 M 277 0 0 $0
Franco Tapia · Jan. 29, 2021 M 0 0 0 $0
Bob Shearer · Jan. 31, 2017 A · 0 0 $0
Kathleen M Anderson · March 23, 2015 P 48,692 0 0 $0
Fred Herrmann · Aug. 17, 2007 P 300 0 0 $0
Ralph Schlosstein · Jan. 12, 2006 P 100 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 1 ETF

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PCEF · Invesco Exchange-Traded Fund Trust … 2.49% 2,042,416 Oct. 2, 2026 Daily

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