your badges 52W Range $8–$10 24% of range Analyst Rating SELL 8 analysts Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $8.94
52W Range $8–$10

IQI 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

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≈$0.76Paid monthly
5Y Div CAGR≈5.2%Per share, split-adjusted
Growth Streak≈2Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 14, 2026$0.06USD≈7.7%
Aug 17, 2026$0.06USD≈7.5%
Jul 14, 2026$0.06USD≈7.4%
Jun 15, 2026$0.06USD≈7.5%
May 14, 2026$0.06USD≈7.7%
Apr 14, 2026$0.06USD≈7.7%
Mar 16, 2026$0.06USD≈7.5%
Feb 17, 2026$0.06USD≈7.3%
Jan 15, 2026$0.06USD≈7.5%
Dec 16, 2025$0.06USD≈7.6%
Nov 17, 2025$0.06USD≈7.6%
Oct 16, 2025$0.06USD≈7.6%
Sep 16, 2025$0.06USD≈7.6%
Aug 18, 2025$0.06USD≈8.1%
Jul 16, 2025$0.06USD≈8.1%
Jun 17, 2025$0.06USD≈8.1%
May 16, 2025$0.06USD≈8.0%
Apr 16, 2025$0.06USD≈7.9%
Mar 17, 2025$0.06USD≈7.3%
Feb 18, 2025$0.06USD≈6.9%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

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Next Report Nov 05, 2026

Institutional owners (13F) 103 filers · $93.3M 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 103
Value held $93.3M
New positions 10
Exited positions 14
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (-4 vs prior Q) 14 (+6 vs prior Q) 31 (-4 vs prior Q) 20 (0 vs prior Q) +54K

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 $11,681,451 1,154,294 12.52% Shares
GUGGENHEIM CAPITAL LLC $10,851,696 1,072,302 11.63% Shares
MORGAN STANLEY $9,556,615 944,328 10.24% Shares
LPL Financial LLC $6,022,965 595,155 6.46% Shares
NewEdge Advisors, LLC $5,681,014 561,365 6.09% Shares
WELLS FARGO & COMPANY/MN $4,945,380 488,674 5.30% Shares
Allianz Asset Management GmbH $4,671,362 461,597 5.01% Shares
VAN ECK ASSOCIATES CORP $3,553,092 351,096 3.81% Shares
Advisors Asset Management, Inc. $2,472,122 248,205 2.65% Shares
UBS Group AG $2,387,679 235,937 2.56% Shares
ROYAL BANK OF CANADA $2,368,000 233,957 2.54% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,086,440 206,170 2.24% Shares
STIFEL FINANCIAL CORP $1,999,259 197,555 2.14% Shares
IFP Advisors, Inc $1,848,226 182,631 1.98% Shares
Cetera Investment Advisers $1,550,166 153,178 1.66% Shares
AMERIPRISE FINANCIAL INC $1,426,773 140,985 1.53% Shares
JFS WEALTH ADVISORS, LLC $1,393,332 144,837 1.49% Shares
OSAIC HOLDINGS, INC. $1,218,760 120,429 1.31% Shares
North Ground Capital $1,214,582 120,018 1.30% Shares
&PARTNERS $1,140,870 112,734 1.22% Shares
GOLDMAN SACHS GROUP INC $1,049,566 103,712 1.12% Shares
Lido Advisors, LLC $1,028,313 101,612 1.10% Shares
Cottage Street Advisors LLC $910,800 90,000 0.98% Shares
PNC Financial Services Group, Inc. $761,550 75,252 0.82% Shares
BANK OF AMERICA CORP /DE/ $602,585 59,544 0.65% Shares
Nuveen, LLC $562,267 55,560 0.60% Shares
MML INVESTORS SERVICES, LLC $529,459 52,318 0.57% Shares
Stratos Wealth Partners, LTD. $474,937 46,930 0.51% Shares
Davis Investment Partners, LLC $428,864 42,378 0.46% Shares
OPPENHEIMER & CO INC $376,970 37,250 0.40% Shares
Hardin Capital Partners, LLC $328,575 32,500 0.35% Shares
Rockefeller Capital Management L.P. $324,504 32,065 0.35% Shares
Cornerstone Wealth Management, LLC $317,860 31,409 0.34% Shares
Compound Planning, Inc. $310,742 30,706 0.33% Shares
Alpine Global Management, LLC $297,923 29,439 0.32% Shares
Concurrent Investment Advisors, LLC $295,504 29,200 0.32% Shares
CWM, LLC $292,131 30,367 0.31% Shares
Ashton Thomas Private Wealth, LLC $274,252 27,100 0.29% Shares
Fortitude Advisory Group L.L.C. $260,651 25,756 0.28% Shares
Worth Asset Management, LLC $254,246 25,123 0.27% Shares
Compass Financial Group, INC/SD $246,614 24,369 0.26% Shares
Capital Investment Advisors, LLC $245,764 24,285 0.26% Shares
Tyche Wealth Partners LLC $245,324 24,242 0.26% Shares
Steward Partners Investment Advisory, LLC $241,685 23,882 0.26% Shares
MERCER GLOBAL ADVISORS INC /ADV $232,294 22,954 0.25% Shares
HORIZON KINETICS ASSET MANAGEMENT LLC $222,286 21,965 0.24% Shares
Mutual Advisors, LLC $211,751 20,924 0.23% Shares
AlphaCore Capital LLC $199,999 19,763 0.21% Shares
XTX Topco Ltd $193,312 19,102 0.21% Shares
Pathfinder Wealth Consulting, Inc. $193,170 20,080 0.21% Shares

Show all 103 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
Brigade Leveraged Capital Structures Fund Ltd., Brigade Capital Management, LLC, Donald E. Morgan, III ×2 filings Feb. 14, 2013 · 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 6 insiders · 0 officers · 0 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
JPMorgan Chase Bank, N.A. 10% owner May 15, 2026 J 1,521 0 0 $0
WELLS FARGO BANK N A 10% owner Oct. 19, 2020 J 0 0 0 $0
Brigade Leveraged Capital Structures Fund Ltd. 10% owner June 22, 2012 S 0 0 0 $0
Timothy M O'Reilly · July 17, 2026 P 6,282 1 0 $7,964
Jack Connelly · Jan. 15, 2026 S 3,520 0 2 $-59,056
Thomas Byron · July 9, 2015 S 1,031 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
XMPT · VanEck ETF Trust 1.61% 359,019 NS July 31, 2026 N-PORT

IQI 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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