your badges 52W Range $24–$26 15% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $24.65
52W Range $24–$26

IBMT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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range
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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≈$0.62Paid monthly
Ex-dateAmountCurrencyYield
Oct 1, 2026$0.05USD≈2.5%
Sep 1, 2026$0.05USD≈2.4%
Aug 3, 2026$0.05USD—
Jul 1, 2026$0.05USD—
Jun 1, 2026$0.05USD—
May 1, 2026$0.05USD—
Apr 1, 2026$0.05USD—
Mar 2, 2026$0.05USD—
Feb 2, 2026$0.05USD—
Dec 19, 2025$0.05USD—
Dec 1, 2025$0.05USD—
Nov 3, 2025$0.06USD—
Oct 1, 2025$0.05USD—
Sep 2, 2025$0.04USD—
Aug 1, 2025$0.06USD—
Jul 1, 2025$0.06USD—
Jun 2, 2025$0.04USD—
May 1, 2025$0.05USD—

Institutional owners (13F) 74 filers · $99.9M 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 74
Value held $99.9M
New positions 15
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
15 (+2 vs prior Q) 2 (0 vs prior Q) 41 (+9 vs prior Q) 6 (+4 vs prior Q) +971K

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
HighTower Advisors, LLC $16,715,863 647,902 16.74% Shares
MERCER GLOBAL ADVISORS INC /ADV $12,345,223 478,497 12.36% Shares
Vishria Bird Financial Group, LLC $10,567,888 408,263 10.58% Shares
US BANCORP \DE\ $5,804,923 224,997 5.81% Shares
BANK OF AMERICA CORP /DE/ $4,058,315 157,299 4.06% Shares
Praetorian Wealth Management, Inc. $3,653,538 141,610 3.66% Shares
LBMC INVESTMENT ADVISORS, LLC $3,408,180 132,100 3.41% Shares
Hills Bank & Trust Co $2,894,528 112,191 2.90% Shares
Quantum Financial Advisors, LLC $2,674,547 103,665 2.68% Shares
Focus Partners Wealth $2,602,059 100,855 2.61% Shares
COLDSTREAM CAPITAL MANAGEMENT INC $2,512,920 97,400 2.52% Shares
ASSETMARK, INC $2,133,608 82,698 2.14% Shares
Ellis Investment Partners, LLC $1,839,383 71,293 1.84% Shares
ROYAL BANK OF CANADA $1,478,000 57,275 1.48% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,200,830 46,544 1.20% Shares
Kestra Advisory Services, LLC $1,186,195 45,977 1.19% Shares
NewEdge Advisors, LLC $1,040,616 40,334 1.04% Shares
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $1,034,090 40,081 1.04% Shares
GC Wealth Management RIA, LLC $1,015,540 39,362 1.02% Shares
CENTRAL TRUST Co $985,741 38,207 0.99% Shares
SPINNAKER TRUST $945,080 36,631 0.95% Shares
Jacobi Capital Management LLC $944,744 36,618 0.95% Shares
Curbstone Financial Management Corp $940,410 36,450 0.94% Shares
Atlantic Union Bankshares Corp $934,553 36,223 0.94% Shares
UBS Group AG $844,253 32,723 0.85% Shares
Cyndeo Wealth Partners, LLC $827,699 32,081 0.83% Shares
Valmark Advisers, Inc. $803,515 31,144 0.80% Shares
GOLDMAN SACHS GROUP INC $790,925 30,656 0.79% Shares
CWM, LLC $731,635 28,505 0.73% Shares
LEAVELL INVESTMENT MANAGEMENT, INC. $710,274 27,530 0.71% Shares
IFP Advisors, Inc $643,916 24,958 0.64% Shares
LPL Financial LLC $635,934 24,649 0.64% Shares
DROMS STRAUSS ADVISORS INC /MO/ /ADV $628,230 24,350 0.63% Shares
Sanctuary Advisors, LLC $613,747 23,789 0.61% Shares
STIFEL FINANCIAL CORP $584,036 22,637 0.58% Shares
Godshalk Welsh Capital Management, Inc. $541,800 21,000 0.54% Shares
Rossmore Private Capital $527,713 20,454 0.53% Shares
Paradigm, Strategies in Wealth Management, LLC $513,575 19,906 0.51% Shares
Aspen Wealth Management LLC $502,403 19,473 0.50% Shares
Newman Dignan & Sheerar, Inc. $490,333 19,005 0.49% Shares
Beacon Pointe Advisors, LLC $443,521 17,191 0.44% Shares
RAYMOND JAMES FINANCIAL INC $440,303 17,066 0.44% Shares
Parallel Advisors, LLC $402,480 15,600 0.40% Shares
SIGMA INVESTMENT COUNSELORS INC $375,507 14,630 0.38% Shares
HOWLAND CAPITAL MANAGEMENT LLC $370,488 14,360 0.37% Shares
Balefire, LLC $335,323 12,997 0.34% Shares
IFG Advisory, LLC $306,211 11,869 0.31% Shares
Syntegra Private Wealth Group, LLC $299,048 11,591 0.30% Shares
Pacific Excel Wealth Advisors, Inc. $281,813 10,923 0.28% Shares
Heritage Family Offices, LLP $281,813 10,923 0.28% Shares

Show all 74 institutional owners →

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