your badges 52W Range $4–$6 3% of range Analyst Rating BUY 10 analysts Price Target $5 +24% upside P/E · ROE · Net Profit Margin ·

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

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Price $4.03
52W Range $4–$6

EARN 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≈$0.96Paid monthly
Ex-dateAmountCurrencyYield
Sep 30, 2026$0.08USD≈23.8%
Aug 31, 2026$0.08USD≈22.0%
Jul 31, 2026$0.08USD≈22.2%
Jun 30, 2026$0.08USD≈21.7%
May 29, 2026$0.08USD≈20.3%
Apr 30, 2026$0.08USD≈20.3%
Mar 31, 2026$0.08USD≈21.7%
Feb 27, 2026$0.08USD≈19.6%
Jan 30, 2026$0.08USD≈17.6%
Dec 31, 2025$0.08USD≈18.2%
Nov 28, 2025$0.08USD≈17.7%
Oct 31, 2025$0.08USD≈18.9%
Sep 30, 2025$0.08USD≈17.6%
Aug 29, 2025$0.08USD≈16.8%
Jul 31, 2025$0.08USD≈16.4%
Jun 30, 2025$0.08USD≈16.7%
May 30, 2025$0.08USD≈17.1%
Apr 30, 2025$0.08USD≈17.6%
Mar 31, 2025$0.08USD≈17.7%
Feb 28, 2025$0.08USD≈14.8%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

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Avg Surprise -13.1%
PeriodReportEPS ActualEPS EstSurprise
March 31, 2026 May 20, 2026 $0.19 $0.24 -22.4%
Dec. 31, 2025 May 18, 2026 $0.21 $0.24 -14.2%
June 30, 2025 $0.18 $0.23 -23.3%
March 31, 2025 $0.26 $0.27 -4.7%
Dec. 31, 2024 $0.27 $0.31 -11.8%
Sept. 30, 2024 $0.28 $0.29 -2.0%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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No annual filings for EARN

We don't have SEC filings for this ticker yet.

Most recent period on the left · null values shown as ·

Institutional owners (13F) 45 filers · $6.3M 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 45
Value held $6.3M
New positions 10
Exited positions 13
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (-2 vs prior Q) 13 (+7 vs prior Q) 13 (+3 vs prior Q) 8 (-5 vs prior Q) -894K

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
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $1,112,638 251,728 17.69% Shares
CASTLEKEEP INVESTMENT ADVISORS LLC $794,964 179,856 12.64% Shares
Clear Harbor Asset Management, LLC $687,553 155,555 10.93% Shares
EMG Holdings, L.P. $658,960 149,086 10.48% Shares
OSAIC HOLDINGS, INC. $518,802 117,376 8.25% Shares
ENVESTNET ASSET MANAGEMENT INC $424,811 96,111 6.76% Shares
Vident Advisory, LLC $183,377 41,488 2.92% Shares
UBS Group AG $163,478 36,986 2.60% Shares
Focus Financial Network, Inc. $154,010 34,844 2.45% Shares
DECISION INVESTMENTS, INC $149,750 33,880 2.38% Shares
Global Retirement Partners, LLC $143,650 32,500 2.28% Shares
MORGAN STANLEY $140,897 31,877 2.24% Shares
GABLES CAPITAL MANAGEMENT INC. $102,213 23,125 1.63% Shares
Astra Wealth Partners LLC $88,400 20,000 1.41% Shares
LPL Financial LLC $86,438 19,556 1.37% Shares
Steward Partners Investment Advisory, LLC $85,430 19,328 1.36% Shares
Plancorp, LLC $79,200 18,000 1.26% Shares
Cubist Systematic Strategies, LLC $72,812 13,360 1.16% Shares
CHOREO, LLC $72,527 16,409 1.15% Shares
RENAISSANCE TECHNOLOGIES LLC $72,037 16,298 1.15% Shares
US BANCORP \DE\ $66,300 15,000 1.05% Shares
JANE STREET GROUP, LLC $61,491 13,912 0.98% Shares
NORTHERN TRUST CORP $61,217 13,850 0.97% Shares
CITADEL ADVISORS LLC $50,388 11,400 0.80% Put option
Inspire Advisors, LLC $49,508 11,201 0.79% Shares
McIlrath & Eck, LLC $48,592 10,969 0.77% Shares
HighTower Advisors, LLC $44,200 10,000 0.70% Shares
Bogart Wealth, LLC $32,332 7,315 0.51% Shares
WELLS FARGO & COMPANY/MN $20,882 4,724 0.33% Shares
BNP PARIBAS FINANCIAL MARKETS $15,408 3,486 0.25% Shares
PRIVATE TRUST CO NA $15,178 3,434 0.24% Shares
Corsicana & Co. $9,724 2,200 0.15% Shares
Tradewinds Capital Management, LLC $7,059 1,597 0.11% Shares
Russell Investments Group, Ltd. $3,620 819 0.06% Shares
SHP Wealth Management $3,094 700 0.05% Shares
Aventura Private Wealth, LLC $2,746 621 0.04% Shares
Farther Finance Advisors, LLC $2,679 606 0.04% Shares
WHITTIER TRUST CO OF NEVADA INC $868 201 0.01% Shares
Caitong International Asset Management Co., Ltd $681 154 0.01% Shares
FIRST HORIZON CORP $442 100 0.01% Shares
SIMPLEX TRADING, LLC $167 38 0.00% Shares
Cambridge Investment Research Advisors, Inc. $62 13,986 0.00% Shares
JPMORGAN CHASE & CO $41 9 0.00% Shares
BlackRock, Inc. $28 6 0.00% Shares
DANSKE BANK A/S $18 4 0.00% Shares

Activists & 5%+ owners 1 position

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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
BLACKSTONE TACTICAL OPPORTUNITIES EARN HOLDINGS L.L.C., BTO EARN MANAGER L.L.C., BTOA L.L.C., BLACKSTONE HOLDINGS III L.P., BLACKSTONE HOLDINGS III GP L.P., BLACKSTONE HOLDINGS III GP MANAGEMENT L.L.C., THE BLACKSTONE GROUP INC., BLACKSTONE GROUP MANAGEMENT L.L.C., STEPHEN A. SCHWARZMAN ×4 filings June 21, 2021 · Initial filing Capital structure 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 12 insiders · 7 officers · 7 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Laurence Penn CEO and President May 9, 2018 P 35,710 0 0 $0
Chris Smernoff Chief Financial Officer Dec. 31, 2025 F 24,746 0 0 $0
Lisa Mumford Chief Financial Officer Dec. 12, 2017 A 11,209 0 0 $0
John Herlihy Chief Operating Officer Dec. 31, 2025 F 51,859 0 0 $0
Gregory Morris Borenstein Portfolio Manager Oct. 1, 2025 P 25,000 0 0 $0
Michael W Vranos Co-Chief Investment Officer Nov. 14, 2019 J 106,472 0 0 $0
Mark Tecotzky Co-Chief Investment Officer Feb. 12, 2016 P 8,282 0 0 $0
Ronald I Simon Director Sept. 11, 2025 P 24,297 0 0 $0
Mary E Mcbride Director Sept. 11, 2024 A 33,667 0 0 $0
David Miller Director Sept. 11, 2024 A 65,703 0 0 $0
Robert B. Allardice III Director Sept. 11, 2024 A 55,703 0 0 $0
Thomas F Robards Director Sept. 10, 2020 A 22,036 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
DVDN · ETF Opportunities Trust 4.54% 32,171 NS July 31, 2026 N-PORT

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

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rating · 10 analysts BUY
Median target $5.00 +24.1%
2 20.0% Strong Buy
4 40.0% Buy
4 40.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

1 analysts · 2026-10-03

Mean target $5.00 +24.1%

Low$5.00 Mean$5.00 High$5.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

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FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
EARN · · · · · ·
SPMC · · · · · ·
TPVG $265M 6.2 14.9% 2346.5% 14.0% ·
BANX · · · · · ·
NSLR · · · · · ·
WHG · 21.8 3.2% 7.2% 5.7% ·
OXSQ · · · · · ·
WHF $155M 11.2 · · 5.2% ·
SAMG · 27.1 1.4% 3.9% 7.5% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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Source: SEC 10-Q filed May 4, 2018