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

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Price $19.10
52W Range $19–$22

DFP 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

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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≈$1.57Paid monthly
5Y Div CAGR≈-5.0%Per share, split-adjusted
Growth Streak≈2Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 23, 2026$0.13USD≈8.2%
Aug 24, 2026$0.13USD≈7.5%
Jul 24, 2026$0.13USD≈7.5%
Jun 23, 2026$0.13USD≈7.5%
May 21, 2026$0.13USD≈7.5%
Apr 23, 2026$0.13USD≈7.1%
Mar 24, 2026$0.13USD≈7.4%
Feb 20, 2026$0.13USD≈6.8%
Jan 23, 2026$0.13USD≈6.9%
Dec 23, 2025$0.16USD≈7.0%
Nov 20, 2025$0.12USD≈6.9%
Oct 24, 2025$0.12USD≈6.7%
Sep 23, 2025$0.12USD≈6.5%
Aug 22, 2025$0.12USD≈6.8%
Jul 24, 2025$0.12USD≈6.9%
Jun 23, 2025$0.12USD≈6.9%
May 23, 2025$0.12USD≈7.0%
Apr 23, 2025$0.12USD≈7.1%
Mar 24, 2025$0.12USD≈6.8%
Feb 21, 2025$0.12USD≈6.7%

Institutional owners (13F) 87 filers · $86.9M 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 87
Value held $86.9M
New positions 12
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
12 (+8 vs prior Q) 5 (-4 vs prior Q) 27 (-1 vs prior Q) 24 (-1 vs prior Q) +492K

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 $26,756,349 1,294,453 30.81% Shares
Invesco Ltd. $6,390,813 309,183 7.36% Shares
WELLS FARGO & COMPANY/MN $4,379,255 211,865 5.04% Shares
IAT REINSURANCE CO LTD. $4,107,956 328,790 4.73% Shares
LPL Financial LLC $4,002,195 193,623 4.61% Shares
GUGGENHEIM CAPITAL LLC $3,370,553 163,065 3.88% Shares
MORGAN STANLEY $2,816,965 136,282 3.24% Shares
Focus Partners Wealth $2,734,830 132,309 3.15% Shares
AMERIPRISE FINANCIAL INC $2,163,934 104,750 2.49% Shares
Fiera Capital Corp $2,071,196 100,203 2.38% Shares
Smith Asset Management Co., LLC $1,937,647 93,742 2.23% Shares
Whipplewood Advisors, LLC $1,928,449 93,297 2.22% Shares
OSAIC HOLDINGS, INC. $1,667,387 80,665 1.92% Shares
1607 Capital Partners, LLC $1,290,655 62,441 1.49% Shares
Revisor Wealth Management LLC $1,086,953 52,586 1.25% Shares
1776 Wealth LLC $1,076,852 52,097 1.24% Shares
Closed-End Fund Advisors, Inc. $1,044,021 50,509 1.20% Shares
ENVESTNET ASSET MANAGEMENT INC $1,042,801 50,450 1.20% Shares
PRINCIPAL SECURITIES, INC. $991,788 47,982 1.14% Shares
SEAMOUNT FINANCIAL GROUP INC $907,494 43,904 1.04% Shares
&PARTNERS $898,613 43,474 1.03% Shares
Private Advisor Group, LLC $810,799 39,226 0.93% Shares
COMMONWEALTH EQUITY SERVICES, LLC $801,800 38,791 0.92% Shares
AlphaCore Capital LLC $754,005 36,478 0.87% Shares
ROYAL BANK OF CANADA $656,000 31,743 0.76% Shares
NewEdge Advisors, LLC $648,336 31,366 0.75% Shares
Concurrent Investment Advisors, LLC $633,516 30,649 0.73% Shares
Samalin Investment Counsel, LLC $564,510 27,311 0.65% Shares
Wela Strategies, LLC $517,564 23,917 0.60% Shares
Capital Investment Advisors, LLC $494,347 23,916 0.57% Shares
Cetera Investment Advisers $462,457 22,373 0.53% Shares
STIFEL FINANCIAL CORP $451,080 21,824 0.52% Shares
Shaker Financial Services, LLC $427,229 20,669 0.49% Shares
Palogic Value Management, L.P. $403,065 19,500 0.46% Shares
Baird Financial Group, Inc. $393,908 19,057 0.45% Shares
Merit Financial Group, LLC $369,586 17,880 0.43% Shares
Farther Finance Advisors, LLC $368,736 17,839 0.42% Shares
Cerity Partners LLC $295,581 14,300 0.34% Shares
Catalina Capital Group, LLC $281,883 14,045 0.32% Shares
WOLVERINE ASSET MANAGEMENT LLC $259,016 12,531 0.30% Shares
BANK OF AMERICA CORP /DE/ $257,613 12,463 0.30% Shares
RITHOLTZ WEALTH MANAGEMENT $253,704 12,274 0.29% Shares
LEVEL FOUR ADVISORY SERVICES, LLC $249,206 12,056 0.29% Shares
XTX Topco Ltd $230,098 11,132 0.26% Shares
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $226,337 10,950 0.26% Shares
MGB Wealth Management, LLC $225,488 10,846 0.26% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $224,358 10,802 0.26% Shares
Beacon Pointe Advisors, LLC $224,187 10,846 0.26% Shares
HighTower Advisors, LLC $217,918 10,543 0.25% Shares
Abel Hall, LLC $217,035 10,500 0.25% Shares

Show all 87 institutional owners →

Company insiders 9 insiders · 0 officers · 0 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Bradford S Stone · Dec. 20, 2018 P 26,677 0 0 $0
Robert E Chadwick · Dec. 18, 2018 P 20,000 0 0 $0
Robert F Wulf · March 17, 2016 P 15,576 0 0 $0
Chad Conwell · June 29, 2015 P 2,500 0 0 $0
Robert M Ettinger · June 22, 2015 P 38,594 0 0 $0
Karen Hanovice Hogan · July 31, 2014 P 1,150 0 0 $0
Morgan Gust · Sept. 16, 2013 P 1,500 0 0 $0
Donald F Crumrine · Aug. 13, 2013 P 14,000 0 0 $0
David Gale · May 23, 2013 P 2,000 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 … 0.60% 245,205 Oct. 2, 2026 Daily

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