your badges 52W Range $10–$12 19% of range Analyst Rating SELL 8 analysts Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $10.61
52W Range $10–$12

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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≈$0.85Paid monthly
5Y Div CAGR≈7.9%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.07USD≈8.7%
Aug 14, 2026$0.07USD≈8.5%
Jul 15, 2026$0.07USD≈8.8%
Jun 15, 2026$0.07USD≈9.1%
May 15, 2026$0.07USD≈9.2%
Apr 15, 2026$0.07USD≈9.5%
Mar 16, 2026$0.07USD≈9.7%
Feb 17, 2026$0.09USD≈9.5%
Dec 30, 2025$0.09USD≈9.5%
Dec 15, 2025$0.08USD≈9.7%
Nov 14, 2025$0.09USD≈9.8%
Oct 15, 2025$0.09USD≈9.8%
Sep 15, 2025$0.09USD≈9.6%
Aug 15, 2025$0.09USD≈9.8%
Jul 15, 2025$0.09USD≈9.5%
Jun 16, 2025$0.09USD≈10.1%
May 15, 2025$0.09USD≈10.2%
Apr 15, 2025$0.09USD≈10.8%
Mar 14, 2025$0.09USD≈10.2%
Feb 14, 2025$0.09USD≈10.0%

Institutional owners (13F) 84 filers · $95.4M 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 84
Value held $95.4M
New positions 9
Exited positions 12
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (-2 vs prior Q) 12 (-2 vs prior Q) 26 (+5 vs prior Q) 25 (-8 vs prior Q) +613K

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 $11,917,344 1,103,458 12.49% Shares
MORGAN STANLEY $11,758,253 1,088,727 12.33% Shares
BANK OF AMERICA CORP /DE/ $9,839,517 911,066 10.31% Shares
LOOMIS SAYLES & CO L P $6,438,517 596,159 6.75% Shares
Advisors Asset Management, Inc. $6,073,772 537,978 6.37% Shares
Invesco Ltd. $5,620,395 520,407 5.89% Shares
1607 Capital Partners, LLC $4,659,088 431,397 4.88% Shares
GUGGENHEIM CAPITAL LLC $4,367,574 404,405 4.58% Shares
Thayer Partners, LLC / MA $2,931,461 271,432 3.07% Shares
WELLS FARGO & COMPANY/MN $2,357,573 218,293 2.47% Shares
WOLVERINE ASSET MANAGEMENT LLC $2,355,145 218,069 2.47% Shares
Baird Financial Group, Inc. $2,270,398 210,222 2.38% Shares
Ethos Financial Group, LLC $2,099,855 194,431 2.20% Shares
ICON ADVISERS INC/CO $1,947,024 180,280 2.04% Shares
LPL Financial LLC $1,491,124 138,067 1.56% Shares
OSAIC HOLDINGS, INC. $1,427,434 132,168 1.50% Shares
MAI Capital Management $1,157,693 107,194 1.21% Shares
Keating Financial Advisory Services, Inc. $1,148,591 106,351 1.20% Shares
ROYAL BANK OF CANADA $1,036,000 95,926 1.09% Shares
UBS Group AG $1,024,056 94,820 1.07% Shares
Logan Stone Capital, LLC $935,420 86,613 0.98% Shares
Cetera Investment Advisers $853,732 79,049 0.89% Shares
Balyasny Asset Management L.P. $703,890 65,175 0.74% Shares
Hilltop Partners LLC $627,106 34,122 0.66% Shares
Garner Asset Management Corp $619,731 57,383 0.65% Shares
AMERIPRISE FINANCIAL INC $615,771 57,016 0.65% Shares
NewEdge Advisors, LLC $575,450 53,282 0.60% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $452,618 41,909 0.47% Shares
Saba Capital Management, L.P. $414,148 38,347 0.43% Shares
Apollon Wealth Management, LLC $409,418 37,909 0.43% Shares
REGIONS FINANCIAL CORP $381,478 35,322 0.40% Shares
Shaker Financial Services, LLC $365,645 33,856 0.38% Shares
Virtus Investment Advisers, LLC $364,446 33,745 0.38% Shares
CHOREO, LLC $324,000 30,000 0.34% Shares
Ballentine Partners, LLC $300,737 27,846 0.32% Shares
CITADEL ADVISORS LLC $293,522 27,178 0.31% Shares
Westchester Capital Management, LLC $288,122 26,678 0.30% Shares
BENJAMIN EDWARDS INC $285,876 26,470 0.30% Shares
MCCARTER PRIVATE WEALTH SERVICES LLC $276,880 25,637 0.29% Shares
GREENBERG FINANCIAL GROUP $236,582 20,955 0.25% Shares
Dynamic Advisor Solutions LLC $232,414 21,520 0.24% Shares
STIFEL FINANCIAL CORP $229,624 21,261 0.24% Shares
NOMURA HOLDINGS INC $216,000 20,000 0.23% Shares
MELFA WEALTH MANAGEMENT, INC. $214,381 19,850 0.22% Shares
Kestra Advisory Services, LLC $210,761 19,515 0.22% Shares
HBK Sorce Advisory LLC $206,388 19,110 0.22% Shares
RETIREMENT PLANNING GROUP, LLC / NY $197,435 18,281 0.21% Shares
Rockefeller Capital Management L.P. $196,247 18,171 0.21% Shares
AEGON USA Investment Management, LLC $191,894 17,768 0.20% Shares
STEPHENS INC /AR/ $168,912 15,640 0.18% Shares

Show all 84 institutional owners →

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
Saba Capital Management, L.P., Boaz R. Weinstein, Saba Capital Management GP, LLC ×4 filings May 13, 2021 · 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 8 insiders · 4 officers · 1 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Payson F Swaffield President Oct. 30, 2007 P 6,124 0 0 $0
Scott H Page Vice President Aug. 16, 2007 P 8,000 0 0 $0
James B Hawkes Vice President Dec. 27, 2005 A 4,500 0 0 $0
Alan R Dynner Secretary Dec. 27, 2005 P 5,000 0 0 $0
CITIGROUP INC 10% owner Sept. 30, 2016 S 0 0 0 $0
Keith Quinton · Aug. 21, 2026 S 0 0 1 $-110,210
Ralph Hinckley · Jan. 19, 2021 J 0 0 0 $0
UBS AG · Dec. 19, 2012 J 0 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
VPC · ETFis Series Trust I 1.18% 33,745 NS July 31, 2026 N-PORT
PCEF · Invesco Exchange-Traded Fund Trust … 0.49% 350,839 Oct. 2, 2026 Daily

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

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rating · 8 analysts SELL
0 0.0% Strong Buy
0 0.0% Buy
3 37.5% Hold
4 50.0% Sell
1 12.5% Strong Sell

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