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

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Price $11.58
52W Range $10–$15

BHV 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?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

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

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

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Annualized Payout≈$0.55Paid monthly
5Y Div CAGR≈2.5%Per share, split-adjusted
Growth Streak≈2Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.05USD≈4.5%
Aug 14, 2026$0.05USD≈4.5%
Jul 15, 2026$0.05USD≈4.5%
Jun 15, 2026$0.05USD≈4.7%
May 15, 2026$0.05USD≈5.2%
Apr 15, 2026$0.05USD≈5.4%
Mar 13, 2026$0.05USD≈5.6%
Feb 13, 2026$0.05USD≈5.6%
Jan 20, 2026$0.05USD≈5.8%
Dec 22, 2025$0.05USD≈5.8%
Nov 14, 2025$0.05USD≈5.5%
Oct 15, 2025$0.05USD≈5.8%
Sep 15, 2025$0.05USD≈5.9%
Aug 15, 2025$0.05USD≈6.0%
Jul 15, 2025$0.05USD≈5.7%
Jun 13, 2025$0.05USD≈5.8%
May 15, 2025$0.05USD≈5.5%
Apr 15, 2025$0.05USD≈5.5%
Mar 14, 2025$0.05USD≈5.1%
Feb 14, 2025$0.05USD≈5.0%

Institutional owners (13F) 12 filers · $1.7M total · As of June 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 12
Value held $1.7M
New positions 6
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (+4 vs prior Q) 3 (-1 vs prior Q) 1 (0 vs prior Q) 1 (-2 vs prior Q) +34K

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
Cassaday & Co Wealth Management LLC $354,690 27,797 21.44% Shares
MORGAN STANLEY $348,481 27,310 21.07% Shares
D'Orazio & Associates, Inc. $215,670 16,902 13.04% Shares
Cetera Investment Advisers $185,454 14,534 11.21% Shares
LPL Financial LLC $145,091 11,371 8.77% Shares
Cerity Partners LLC $132,961 10,420 8.04% Shares
Geneos Wealth Management Inc. $98,201 7,696 5.94% Shares
UBS Group AG $65,612 5,142 3.97% Shares
OSAIC HOLDINGS, INC. $52,316 4,100 3.16% Shares
ROYAL BANK OF CANADA $30,000 2,370 1.81% Shares
Steward Partners Investment Advisory, LLC $25,520 2,000 1.54% Shares
WELLS FARGO & COMPANY/MN $3 0 0.00% Shares

Activists & 5%+ owners 3 positions

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Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Saba Capital Management, L.P., Boaz R. Weinstein, Saba Capital Management GP, LLC ×2 filings Oct. 2, 2024 · Initial filing · SEC
Toronto Dominion Investments, Inc., Toronto Dominion Holdings (U.S.A.), Inc., TD Group US Holdings LLC, The Toronto-Dominion Bank ×2 filings July 5, 2022 · Initial filing Passive investment SEC
Karpus Management, Inc., d/b/a Karpus Investment Management I.D. ×6 filings Dec. 9, 2011 · Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 4 insiders · 0 officers · 2 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Catherine A. Lynch Director Dec. 26, 2017 P 2,901 0 0 $0
Richard Cavanagh Director June 13, 2013 P 100 0 0 $0
CITIGROUP INC 10% owner Oct. 21, 2016 S 0 0 0 $0
BLACKROCK FUNDING INC · June 1, 2004 S 0 0 0 $0

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

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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