your badges 52W Range $5–$6 31% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $5.34
52W Range $5–$6

EDD 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≈$0.84Paid quarterly
5Y Div CAGR≈3.1%Per share, split-adjusted
Growth Streak≈3Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 30, 2026$0.21USD≈13.7%
Jun 30, 2026$0.24USD≈10.7%
Mar 31, 2026$0.14USD≈10.1%
Dec 19, 2025$0.13USD≈9.7%
Sep 30, 2025$0.12USD≈10.4%
Jun 30, 2025$0.12USD≈11.2%
Mar 31, 2025$0.16USD≈12.6%
Dec 13, 2024$0.16USD≈11.5%
Sep 30, 2024$0.14USD≈8.9%
Jun 28, 2024$0.14USD≈8.9%
Mar 27, 2024$0.09USD≈7.4%
Dec 14, 2023$0.09USD≈7.1%
Sep 28, 2023$0.09USD≈7.5%
Jun 29, 2023$0.08USD≈6.4%
Mar 30, 2023$0.08USD≈6.4%
Dec 15, 2022$0.07USD≈6.9%
Sep 29, 2022$0.07USD≈8.1%
Jun 29, 2022$0.07USD≈7.9%
Mar 30, 2022$0.09USD≈7.6%
Dec 16, 2021$0.10USD≈7.1%

Institutional owners (13F) 72 filers · $137.2M 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 72
Value held $137.2M
New positions 10
Exited positions 16
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (-13 vs prior Q) 16 (+6 vs prior Q) 27 (-2 vs prior Q) 17 (+2 vs prior Q) +1.3M

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
EVERGREEN CAPITAL MANAGEMENT LLC $21,465,545 3,508,478 15.64% Shares
Pathstone Holdings, LLC $20,971,241 3,566,538 15.28% Shares
MORGAN STANLEY $18,761,949 3,190,806 13.67% Shares
Beacon Pointe Advisors, LLC $13,496,041 2,295,245 9.84% Shares
WELLS FARGO & COMPANY/MN $12,581,152 2,139,652 9.17% Shares
BANK OF AMERICA CORP /DE/ $10,272,268 1,746,984 7.49% Shares
Invesco Ltd. $7,750,792 1,318,162 5.65% Shares
Rareview Capital LLC $5,366,513 1,048,147 3.91% Shares
RAYMOND JAMES FINANCIAL INC $3,035,034 516,162 2.21% Shares
Fiera Capital Corp $2,969,829 505,073 2.16% Shares
PenderFund Capital Management Ltd. $2,968,224 504,800 2.16% Shares
LPL Financial LLC $1,527,272 259,740 1.11% Shares
HighTower Advisors, LLC $1,497,601 254,694 1.09% Shares
UBS Group AG $1,319,378 224,384 0.96% Shares
Cetera Investment Advisers $1,229,551 209,107 0.90% Shares
&PARTNERS $1,216,287 207,214 0.89% Shares
ROYAL BANK OF CANADA $1,094,000 185,989 0.80% Shares
Bramshill Investments, LLC $832,996 141,666 0.61% Shares
GUGGENHEIM CAPITAL LLC $708,399 120,476 0.52% Shares
Kaizen Financial Strategies $685,601 118,616 0.50% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $612,990 104,250 0.45% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $527,605 89,729 0.38% Shares
IMC-Chicago, LLC $473,957 80,605 0.35% Shares
Capital Investment Advisors, LLC $410,470 69,808 0.30% Shares
Ancora Advisors LLC $383,694 65,254 0.28% Shares
Kestra Advisory Services, LLC $377,220 64,153 0.27% Shares
New England Private Wealth Advisors LLC $363,270 61,781 0.26% Shares
Alexander Randolph Advisory, Inc. $337,336 57,370 0.25% Shares
Moors & Cabot, Inc. $320,378 54,486 0.23% Shares
Burford Brothers, Inc. $287,297 48,860 0.21% Shares
Closed-End Fund Advisors, Inc. $279,329 47,505 0.20% Shares
E&G Advisors, LLC $263,130 44,750 0.19% Shares
Pekin Hardy Strauss, Inc. $227,644 38,715 0.17% Shares
OSAIC HOLDINGS, INC. $213,338 36,277 0.16% Shares
READYSTATE ASSET MANAGEMENT LP $193,534 32,914 0.14% Shares
Rockefeller Capital Management L.P. $193,111 32,842 0.14% Shares
FIFTH THIRD BANCORP $173,009 29,423 0.13% Shares
COMERICA BANK $160,730 29,600 0.12% Shares
UHLMANN PRICE SECURITIES, LLC $136,199 23,161 0.10% Shares
Papamarkou Wellner Asset Management inc. $126,420 21,500 0.09% Shares
McGowan Group Asset Management, Inc. $120,251 20,451 0.09% Shares
Stratos Wealth Partners, LTD. $109,190 18,569 0.08% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $107,951 18,359 0.08% Shares
US BANCORP \DE\ $105,975 18,023 0.08% Shares
NewEdge Advisors, LLC $103,147 17,542 0.08% Shares
TWO SIGMA SECURITIES, LLC $101,224 17,215 0.07% Shares
COLDSTREAM CAPITAL MANAGEMENT INC $95,340 16,214 0.07% Shares
Alpine Global Management, LLC $94,568 16,083 0.07% Shares
CITADEL ADVISORS LLC $91,399 15,544 0.07% Shares
Private Advisor Group, LLC $88,641 15,075 0.06% Shares

Show all 72 institutional owners →

Company insiders 2 insiders · 0 officers · 2 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Michael Bozic Director Oct. 24, 2013 S 0 0 0 $0
Allen W Reed Director Jan. 13, 2009 P 1,800 0 0 $0

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

ETF ownership Held by 2 ETFs

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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
CVY · Invesco Exchange-Traded Fund Trust 0.54% 114,489 Oct. 1, 2026 Daily
PCEF · Invesco Exchange-Traded Fund Trust … 0.54% 756,479 Oct. 1, 2026 Daily

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