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

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Price $23.25
52W Range $22–$24

IBD 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≈$0.98Paid monthly
5Y Div CAGR≈18.8%Per share, split-adjusted
Growth Streak≈4Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 25, 2026$0.08USD≈4.8%
Aug 26, 2026$0.09USD≈4.3%
Jul 24, 2026$0.08USD—
Jun 26, 2026$0.10USD—
May 22, 2026$0.08USD—
Apr 24, 2026$0.08USD—
Mar 27, 2026$0.09USD—
Feb 24, 2026$0.08USD—
Jan 27, 2026$0.06USD—
Dec 17, 2025$0.12USD—
Nov 21, 2025$0.07USD—
Oct 28, 2025$0.08USD—
Sep 26, 2025$0.09USD—
Aug 26, 2025$0.08USD—
Jul 25, 2025$0.08USD—
Jun 26, 2025$0.10USD—
May 23, 2025$0.08USD—
Apr 25, 2025$0.08USD—
Mar 27, 2025$0.09USD—
Feb 24, 2025$0.07USD—

Institutional owners (13F) 114 filers · $362.2M total · As of Sept. 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 114
Value held $362.2M
New positions 17
Exited positions 14
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
17 (0 vs prior Q) 14 (+8 vs prior Q) 53 (-10 vs prior Q) 32 (+14 vs prior Q) -1.4M

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
Inspire Advisors, LLC $97,515,524 4,102,463 26.92% Shares
Faithward Advisors, LLC $40,786,956 1,715,901 11.26% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $23,016,017 968,280 6.35% Shares
LPL Financial LLC $19,569,507 823,286 5.40% Shares
Inspire Investing, LLC $19,277,406 838,148 5.32% Shares
Bare Financial Services, Inc $18,899,379 795,094 5.22% Shares
OneAscent Financial Services LLC $13,046,896 548,881 3.60% Shares
Plan A Wealth LLC $9,103,906 395,821 2.51% Shares
PAX Financial Group, LLC $8,287,765 348,665 2.29% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $6,354,555 267,448 1.75% Shares
Legacy Wealth Asset Management, LLC $5,891,243 256,141 1.63% Shares
ASSETMARK, INC $5,763,928 250,606 1.59% Shares
LVZ, Inc. $4,556,025 198,088 1.26% Shares
Range Financial Group LLC $4,508,049 196,002 1.24% Shares
Valmark Advisers, Inc. $4,455,551 187,444 1.23% Shares
Allworth Financial LP $4,295,252 180,701 1.19% Shares
ENVESTNET ASSET MANAGEMENT INC $4,281,706 180,131 1.18% Shares
WorthPointe, LLC $3,664,638 154,171 1.01% Shares
OneAscent Investment Solutions LLC $3,516,462 147,937 0.97% Shares
OSAIC HOLDINGS, INC. $2,998,525 126,122 0.83% Shares
TrueWealth Advisors, LLC $2,906,905 126,387 0.80% Shares
GOLDMAN SACHS GROUP INC $2,727,251 114,735 0.75% Shares
Belpointe Asset Management LLC $2,527,564 106,334 0.70% Shares
Farther Finance Advisors, LLC $2,474,959 107,607 0.68% Shares
CITADEL ADVISORS LLC $2,326,822 97,889 0.64% Shares
RAYMOND JAMES FINANCIAL INC $2,261,779 95,153 0.62% Shares
Simplicity Wealth,LLC $2,229,822 96,949 0.62% Shares
VICUS CAPITAL $2,162,718 90,985 0.60% Shares
Kestra Advisory Services, LLC $2,096,785 88,211 0.58% Shares
Cetera Investment Advisers $1,878,966 79,048 0.52% Shares
AlphaStar Capital Management, LLC $1,754,169 76,268 0.48% Shares
IFP Advisors, Inc $1,684,198 73,226 0.46% Shares
SUMMIT WEALTH GROUP LLC / CO $1,441,270 60,634 0.40% Shares
Discipline Wealth Solutions, LLC $1,399,113 60,831 0.39% Shares
Optivise Advisory Services LLC $1,319,096 57,352 0.36% Shares
Cornerstone Financial Management LLC $1,267,864 53,339 0.35% Shares
Allen Capital Group, LLC $1,266,489 53,281 0.35% Shares
AE Wealth Management LLC $1,138,142 47,881 0.31% Shares
LaSalle St. Investment Advisors, LLC $1,134,066 47,710 0.31% Shares
First Heartland Consultants, Inc. $1,070,006 46,522 0.30% Shares
TRUST POINT INC. $1,016,429 42,761 0.28% Shares
SILVER OAK SECURITIES, INCORPORATED $996,665 41,930 0.28% Shares
HFG Wealth Management, LLC $956,248 40,229 0.26% Shares
Tulsa Wealth Advisors, INC $886,592 37,299 0.24% Shares
LifeGuide Financial Advisors, LLC $769,727 33,466 0.21% Shares
LITTLEJOHN FINANCIAL SERVICES, INC. $743,953 31,298 0.21% Shares
COMMONWEALTH EQUITY SERVICES, LLC $694,480 29,217 0.19% Shares
HARBOUR INVESTMENTS, INC. $690,548 29,051 0.19% Shares
H D Vest Advisory Services $688,925 28,693 0.19% Shares
Cyndeo Wealth Partners, LLC $644,988 28,043 0.18% Shares

Show all 114 institutional owners →

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