your badges 52W Range $13–$16 38% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $14.18
52W Range $13–$16

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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≈$1.19Paid monthly
5Y Div CAGR≈3.3%Per share, split-adjusted
Growth Streak≈2Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.10USD≈8.6%
Aug 14, 2026$0.10USD≈8.1%
Jul 15, 2026$0.10USD≈8.2%
Jun 15, 2026$0.10USD≈8.2%
May 15, 2026$0.10USD≈8.0%
Apr 15, 2026$0.10USD≈8.2%
Mar 16, 2026$0.10USD≈8.4%
Feb 17, 2026$0.10USD≈8.0%
Jan 15, 2026$0.10USD≈7.8%
Dec 15, 2025$0.10USD≈7.9%
Nov 14, 2025$0.10USD≈7.7%
Oct 15, 2025$0.10USD≈7.6%
Sep 15, 2025$0.10USD≈7.5%
Aug 15, 2025$0.10USD≈7.6%
Jul 15, 2025$0.10USD≈7.7%
Jun 16, 2025$0.10USD≈7.9%
May 15, 2025$0.10USD≈8.1%
Apr 15, 2025$0.10USD≈8.9%
Mar 14, 2025$0.10USD≈8.3%
Feb 14, 2025$0.10USD≈7.5%

Institutional owners (13F) 220 filers · $557.0M 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 220
Value held $557.0M
New positions 24
Exited positions 18
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
24 (-1 vs prior Q) 18 (+2 vs prior Q) 68 (-5 vs prior Q) 52 (+5 vs prior Q) +3.1M

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
MORGAN STANLEY $192,053,463 13,208,628 34.48% Shares
RAYMOND JAMES FINANCIAL INC $35,727,096 2,457,160 6.41% Shares
WELLS FARGO & COMPANY/MN $32,317,128 2,222,636 5.80% Shares
Invesco Ltd. $23,206,509 1,596,046 4.17% Shares
AMERIPRISE FINANCIAL INC $22,118,074 1,521,638 3.97% Shares
LPL Financial LLC $18,979,274 1,305,315 3.41% Shares
PRINCIPAL SECURITIES, INC. $15,686,227 1,078,833 2.82% Shares
GUGGENHEIM CAPITAL LLC $13,727,520 944,121 2.46% Shares
MATRIX PRIVATE CAPITAL GROUP LLC $12,193,382 838,609 2.19% Shares
BANK OF AMERICA CORP /DE/ $10,999,725 756,515 1.97% Shares
OSAIC HOLDINGS, INC. $10,064,020 692,131 1.81% Shares
RFG Advisory, LLC $9,337,820 642,216 1.68% Shares
Baird Financial Group, Inc. $9,219,014 634,045 1.66% Shares
ROYAL BANK OF CANADA $7,635,000 525,102 1.37% Shares
UBS Group AG $7,239,306 497,889 1.30% Shares
IHT Wealth Management, LLC $6,997,825 481,281 1.26% Shares
Pathway Financial Advisers, LLC $6,490,925 446,419 1.17% Shares
STIFEL FINANCIAL CORP $6,074,656 417,788 1.09% Shares
Rockefeller Capital Management L.P. $5,460,580 375,555 0.98% Shares
Cypress Capital Management LLC (WY) $4,886,138 336,048 0.88% Shares
Advisors Asset Management, Inc. $4,726,653 308,126 0.85% Shares
Cetera Investment Advisers $4,537,537 312,073 0.81% Shares
WOLVERINE ASSET MANAGEMENT LLC $4,388,332 301,811 0.79% Shares
CoreCap Advisors, LLC $4,343,389 298,720 0.78% Shares
HighTower Advisors, LLC $4,158,434 286,000 0.75% Shares
Private Advisor Group, LLC $3,475,301 239,016 0.62% Shares
C2C Wealth Management, LLC $3,345,567 230,094 0.60% Shares
Steward Partners Investment Advisory, LLC $3,127,356 215,086 0.56% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,569,410 176,713 0.46% Shares
Aptus Capital Advisors, LLC $2,347,018 161,418 0.42% Shares
GUARDIAN WEALTH ADVISORS, LLC / NC $2,325,208 159,918 0.42% Shares
Shaker Financial Services, LLC $2,307,528 158,702 0.41% Shares
Merit Financial Group, LLC $2,102,072 144,572 0.38% Shares
PARSONS CAPITAL MANAGEMENT INC/RI $2,086,197 143,480 0.37% Shares
GPS Wealth Strategies Group, LLC $1,743,997 113,690 0.31% Shares
PMG Family Office LLC $1,702,852 117,115 0.31% Shares
Pointe Capital Management LLC $1,593,256 109,577 0.29% Shares
Kestra Advisory Services, LLC $1,500,864 103,223 0.27% Shares
GOLDMAN SACHS GROUP INC $1,455,091 100,075 0.26% Shares
HARBOUR INVESTMENTS, INC. $1,365,111 93,887 0.25% Shares
S Harris Financial Group, LLC $1,250,736 86,020 0.22% Shares
FIFTH THIRD BANCORP $1,210,847 83,277 0.22% Shares
Kingsview Wealth Management, LLC $1,189,445 81,805 0.21% Shares
SMITH, MOORE & CO. $1,155,049 79,439 0.21% Shares
COMERICA BANK $1,094,341 71,339 0.20% Shares
Sanctuary Advisors, LLC $1,081,795 74,401 0.19% Shares
Ameritas Advisory Services, LLC $905,805 62,297 0.16% Shares
David J Yvars Group $899,171 62,104 0.16% Shares
MERCER GLOBAL ADVISORS INC /ADV $861,101 59,223 0.15% Shares
Atria Wealth Solutions, Inc. $845,049 54,625 0.15% Shares

Show all 220 institutional owners →

Company insiders 4 insiders · 3 officers · 0 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Walter A Row III President Aug. 11, 2011 J 1,668 0 0 $0
Duncan W Richardson Vice President May 27, 2011 J 19,000 0 0 $0
Michael A Allison Vice President Nov. 26, 2007 P 4,000 0 0 $0
George R. Nelson · Nov. 24, 2021 P 5,000 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 … 3.43% 1,890,032 Oct. 2, 2026 Daily

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