your badges 52W Range $6–$8 5% of range Analyst Rating STRONG BUY 5 analysts Price Target · P/E · ROE · Net Profit Margin ·

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

03
Price $6.07
52W Range $6–$8

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

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 1
Ex-date Split Type
May 20, 2022 1-for-2 Reverse

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

06
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

13
Annualized Payout≈$1.02Paid monthly
5Y Div CAGR≈23.1%Per share, split-adjusted
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 9, 2026$0.09USD≈17.3%
Aug 11, 2026$0.09USD≈15.4%
Jul 9, 2026$0.09USD≈15.4%
Jun 9, 2026$0.09USD≈16.6%
May 11, 2026$0.09USD≈15.0%
Apr 13, 2026$0.09USD≈15.2%
Mar 10, 2026$0.09USD≈15.8%
Feb 10, 2026$0.09USD≈15.6%
Jan 12, 2026$0.09USD≈14.7%
Dec 9, 2025$0.09USD≈14.2%
Nov 10, 2025$0.09USD≈14.0%
Oct 9, 2025$0.09USD≈13.2%
Sep 10, 2025$0.08USD≈12.4%
Aug 11, 2025$0.08USD≈12.2%
Jul 9, 2025$0.08USD≈12.5%
Jun 10, 2025$0.08USD≈13.0%
May 9, 2025$0.08USD≈13.2%
Apr 9, 2025$0.08USD≈13.7%
Mar 11, 2025$0.08USD≈13.2%
Feb 11, 2025$0.08USD≈13.0%

Institutional owners (13F) 97 filers · $118.7M total · As of Sept. 30, 2026

17

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 97
Value held $118.7M
New positions 12
Exited positions 9
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
12 (-2 vs prior Q) 9 (-9 vs prior Q) 26 (-4 vs prior Q) 31 (+3 vs prior Q) -799K

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
Focus Partners Wealth $18,035,434 2,745,119 15.19% Shares
TORONTO DOMINION BANK $14,968,037 2,278,240 12.61% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $12,229,490 1,861,414 10.30% Shares
Thomas J. Herzfeld Advisors, Inc. $10,148,640 1,544,694 8.55% Shares
ENVESTNET ASSET MANAGEMENT INC $7,064,098 1,075,205 5.95% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5,452,145 829,855 4.59% Shares
Invesco Ltd. $4,862,634 740,127 4.10% Shares
CSS LLC/IL $4,510,200 686,484 3.80% Shares
MORGAN STANLEY $3,977,144 605,349 3.35% Shares
LPL Financial LLC $3,334,578 507,546 2.81% Shares
UBS Group AG $3,173,218 482,986 2.67% Shares
FLAX POND CAPITAL, LLC $2,666,014 405,786 2.25% Shares
Advisors Asset Management, Inc. $2,107,781 300,682 1.78% Shares
Ethos Financial Group, LLC $1,649,188 251,018 1.39% Shares
Adalta Capital Management LLC $1,614,729 245,773 1.36% Shares
OSAIC HOLDINGS, INC. $1,458,855 222,050 1.23% Shares
SCOTIA CAPITAL INC. $1,425,011 216,897 1.20% Shares
J.W. COLE ADVISORS, INC. $1,401,863 213,373 1.18% Shares
Modern Wealth Management, LLC $1,362,992 207,457 1.15% Shares
Baird Financial Group, Inc. $1,260,632 191,877 1.06% Shares
Marks Group Wealth Management, Inc $1,135,230 172,790 0.96% Shares
SVRN Asset Management, LLC $1,126,671 171,487 0.95% Shares
Yakira Capital Management, Inc. $840,277 127,896 0.71% Shares
Chicago Partners Investment Group LLC $815,733 122,851 0.69% Shares
CHOREO, LLC $682,367 103,861 0.57% Shares
RAYMOND JAMES FINANCIAL INC $609,683 92,798 0.51% Shares
PEAK FINANCIAL ADVISORS LLC $591,275 89,996 0.50% Shares
Next Capital Management LLC $584,250 88,927 0.49% Shares
Shaker Financial Services, LLC $498,105 75,815 0.42% Shares
IHT Wealth Management, LLC $494,406 75,252 0.42% Shares
Matisse Capital $440,345 65,333 0.37% Shares
SeaCrest Wealth Management, LLC $420,598 64,018 0.35% Shares
BANK OF AMERICA CORP /DE/ $418,211 63,655 0.35% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $409,245 62,290 0.34% Shares
TrueMark Investments, LLC $393,247 59,855 0.33% Shares
ABSOLUTE INVESTMENT ADVISERS, LLC $380,094 57,853 0.32% Shares
North Ground Capital $367,920 56,000 0.31% Shares
COMMONWEALTH EQUITY SERVICES, LLC $327,900 49,909 0.28% Shares
CoreCap Advisors, LLC $324,517 49,394 0.27% Shares
XTX Topco Ltd $286,735 43,643 0.24% Shares
PNC Financial Services Group, Inc. $280,292 42,662 0.24% Shares
FLAGSHIP HARBOR ADVISORS, LLC $280,040 42,624 0.24% Shares
Cetera Investment Advisers $276,067 42,019 0.23% Shares
INTEGRATED CAPITAL MANAGEMENT, INC. $246,485 37,517 0.21% Shares
JANE STREET GROUP, LLC $230,213 35,040 0.19% Shares
STIFEL FINANCIAL CORP $209,434 31,877 0.18% Shares
HighTower Advisors, LLC $179,611 27,338 0.15% Shares
Gridiron Partners, LLC $166,942 25,723 0.14% Shares
NOMURA HOLDINGS INC $164,119 24,980 0.14% Shares
Bison Wealth, LLC $161,974 24,103 0.14% Shares

Show all 97 institutional owners →

Activists & 5%+ owners 1 position

18

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 ×24 filings Jan. 11, 2024 · Initial filing · 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 11 insiders · 2 officers · 0 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Boaz R. Weinstein President July 1, 2024 S 0 0 0 $0
Jeffrey A Bakalar Senior Vice-President Dec. 12, 2008 P 8,565 0 0 $0
MORGAN STANLEY 10% owner Dec. 23, 2011 J 0 0 0 $0
CITIGROUP INC 10% owner Dec. 23, 2011 J 0 0 0 $0
Kimberly A Anderson · Jan. 19, 2021 D 605 0 0 $0
Mark Weber · June 4, 2018 S 75,482 0 0 $0
Michael J Roland · Oct. 2, 2017 S 0 0 0 $0
Elliot Rosen · Sept. 19, 2012 D 20,501 0 0 $0
UBS AG · Dec. 31, 2011 J 0 0 0 $0
Daniel A Norman · Oct. 10, 2008 P 105,144 0 0 $0
David Putnam · Aug. 14, 2007 P 71,000 0 0 $0

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

ETF ownership Held by 2 ETFs

20

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
CEFZ · Elevation Series Trust 1.01% 60,224 NS July 31, 2026 N-PORT
PCEF · Invesco Exchange-Traded Fund Trust … 0.56% 709,649 Oct. 2, 2026 Daily

BRW Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 5 analysts BUY
2 40.0% Strong Buy
2 40.0% Buy
1 20.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.