your badges 52W Range $16–$23 29% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $17.68
52W Range $16–$23

HQL 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≈$2.48Paid quarterly
5Y Div CAGR≈2.9%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Aug 24, 2026$0.62USD≈10.4%
May 21, 2026$0.56USD≈11.9%
Feb 20, 2026$0.56USD≈11.4%
Nov 21, 2025$0.50USD≈10.8%
Aug 22, 2025$0.42USD≈13.2%
May 22, 2025$0.43USD≈15.5%
Feb 21, 2025$0.47USD≈14.0%
Nov 21, 2024$0.50USD≈13.4%
Aug 23, 2024$0.49USD≈10.9%
May 22, 2024$0.48USD≈11.0%
Feb 21, 2024$0.39USD≈9.7%
Nov 21, 2023$0.30USD≈10.8%
Aug 24, 2023$0.32USD≈9.9%
May 24, 2023$0.32USD≈9.5%
Feb 24, 2023$0.33USD≈9.4%
Nov 23, 2022$0.31USD≈9.3%
Aug 25, 2022$0.31USD≈9.7%
May 26, 2022$0.35USD≈11.0%
Feb 24, 2022$0.39USD≈10.1%
Nov 23, 2021$0.42USD≈8.6%

Institutional owners (13F) 86 filers · $135.3M 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 86
Value held $135.3M
New positions 9
Exited positions 11
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (-9 vs prior Q) 11 (+8 vs prior Q) 44 (+6 vs prior Q) 14 (-2 vs prior Q) -202K

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 $35,454,713 1,771,848 26.20% Shares
RAYMOND JAMES FINANCIAL INC $13,789,574 689,134 10.19% Shares
LPL Financial LLC $10,288,368 514,161 7.60% Shares
Allspring Global Investments Holdings, LLC $9,107,031 455,124 6.73% Shares
NEEDHAM INVESTMENT MANAGEMENT LLC $8,865,250 443,041 6.55% Shares
FLAGSHIP HARBOR ADVISORS, LLC $8,019,293 400,765 5.93% Shares
AMERIPRISE FINANCIAL INC $3,913,082 195,451 2.89% Shares
180 WEALTH ADVISORS, LLC $3,058,108 152,829 2.26% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $3,001,500 150,000 2.22% Shares
Advisors Asset Management, Inc. $2,824,645 168,334 2.09% Shares
Formidable Asset Management, LLC $2,688,504 165,243 1.99% Shares
ROYAL BANK OF CANADA $2,495,000 124,679 1.84% Shares
BANK OF AMERICA CORP /DE/ $2,448,708 122,374 1.81% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,858,909 92,899 1.37% Shares
UHLMANN PRICE SECURITIES, LLC $1,631,156 81,518 1.21% Shares
Saba Capital Management, L.P. $1,562,681 78,095 1.15% Shares
1607 Capital Partners, LLC $1,528,504 76,387 1.13% Shares
World Investment Advisors $1,480,836 91,016 1.09% Shares
Z3 Capital Partners, LLC $1,441,320 72,030 1.06% Shares
Steward Partners Investment Advisory, LLC $1,375,109 68,721 1.02% Shares
GUGGENHEIM CAPITAL LLC $1,347,034 67,318 1.00% Shares
STIFEL FINANCIAL CORP $1,217,710 60,855 0.90% Shares
FIRST TRUST ADVISORS LP $1,130,104 56,477 0.84% Shares
Invesco Ltd. $1,079,720 53,959 0.80% Shares
Rockefeller Capital Management L.P. $944,792 47,216 0.70% Shares
OSAIC HOLDINGS, INC. $912,585 45,601 0.67% Shares
Kingsview Wealth Management, LLC $714,676 35,716 0.53% Shares
STEPHENS INC /AR/ $630,515 31,510 0.47% Shares
Closed-End Fund Advisors, Inc. $603,722 30,171 0.45% Shares
ENVESTNET ASSET MANAGEMENT INC $600,520 30,011 0.44% Shares
KPP Advisory Services LLC $505,275 25,251 0.37% Shares
Private Advisor Group, LLC $468,324 23,405 0.35% Shares
PMG Family Office LLC $466,473 23,312 0.34% Shares
XTX Topco Ltd $464,912 23,234 0.34% Shares
COMMONWEALTH EQUITY SERVICES, LLC $426,436 21,311 0.32% Shares
UBS Group AG $407,103 20,345 0.30% Shares
NewEdge Advisors, LLC $403,509 20,165 0.30% Shares
JANE STREET GROUP, LLC $365,983 18,290 0.27% Shares
OPPENHEIMER & CO INC $359,700 17,976 0.27% Shares
Atlantic Union Bankshares Corp $356,338 17,808 0.26% Shares
DECISION INVESTMENTS, INC $345,253 17,254 0.26% Shares
Atlas Wealth LLC $303,552 15,170 0.22% Shares
Almitas Capital LLC $297,649 14,875 0.22% Shares
CITADEL ADVISORS LLC $287,264 14,356 0.21% Shares
INDEPENDENT FINANCIAL GROUP, LLC $267,675 13,377 0.20% Shares
Live Oak Private Wealth LLC $264,592 13,223 0.20% Shares
Merit Financial Group, LLC $261,654 13,076 0.19% Shares
EVOLVE PRIVATE WEALTH, LLC $244,062 12,197 0.18% Shares
Wealthcare Advisory Partners LLC $237,639 11,876 0.18% Shares
Stratos Wealth Partners, LTD. $233,317 11,660 0.17% Shares

Show all 86 institutional owners →

Activists & 5%+ owners 2 positions

18

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 ×13 filings Feb. 23, 2026 4.95% Amendment · SEC
WESTERN INVESTMENT LLC, ARTHUR D. LIPSON, WESTERN INVESTMENT HEDGED PARTNERS L.P., WESTERN INVESTMENT ACTIVISM PARTNERS LLC, WESTERN INVESTMENT TOTAL RETURN PARTNERS L.P., WESTERN INVESTMENT TOTAL RETURN FUND LTD., BENCHMARK PLUS INSTITUTIONAL PARTNERS, L.L.C., BENCHMARK PLUS PARTNERS, L.L.C., BENCHMARK PLUS MANAGEMENT, L.L.C., ROBERT FERGUSON, SCOTT FRANZBLAU, GREGORY R. DUBE, RICHARD A. RAPPAPORT, ROBERT A. WOOD ×8 filings June 6, 2011 · 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 16 insiders · 1 officers · 15 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Daniel R Omstead President Sept. 25, 2023 P 197,518 0 0 $0
Chris Lavictoire Mahai Director July 16, 2026 P 527 1 0 $10,498
Christian Pittard Director Dec. 16, 2025 P 7,923 1 0 $133,740
Bill Maher Director Aug. 23, 2024 P 1,715 0 0 $0
Rose Dimartino Director July 16, 2024 P 1,000 0 0 $0
Kathleen Goetz Director April 9, 2024 P 1,085 0 0 $0
Todd Reit Director Jan. 2, 2024 P 1,000 0 0 $0
Jeffrey Allen Bailey Director Sept. 22, 2020 P 580 0 0 $0
Thomas M Kent Director Jan. 25, 2018 P 1,300 0 0 $0
Lucinda H Stebbins Director June 29, 2015 P 5,985 0 0 $0
William S Reardon Director June 30, 2014 P 1,612 0 0 $0
Oleg M Pohotsky Director June 24, 2014 X 305 0 0 $0
Michael W Bonney Director June 24, 2014 X 2,388 0 0 $0
Uwe E Reinhardt Director June 24, 2014 X 3,010 0 0 $0
Lawrence S Lewin Director Sept. 20, 2006 X 2,920 0 0 $0
Saba Capital Management, L.P. 10% owner Sept. 22, 2025 S 2,837,633 0 0 $0

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

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