your badges 52W Range $7–$8 2% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $6.71
52W Range $7–$8

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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≈$0.60Paid quarterly
5Y Div CAGR≈10.9%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Jun 30, 2026$0.15USD≈8.4%
Mar 31, 2026$0.14USD≈9.3%
Dec 19, 2025$0.15USD≈10.0%
Sep 30, 2025$0.17USD≈11.5%
Jun 30, 2025$0.19USD≈11.6%
Mar 31, 2025$0.22USD≈11.5%
Dec 13, 2024$0.27USD≈12.0%
Sep 30, 2024$0.22USD≈10.7%
Jun 28, 2024$0.22USD≈11.5%
Mar 27, 2024$0.21USD≈11.2%
Dec 14, 2023$0.20USD≈13.1%
Sep 28, 2023$0.21USD≈10.6%
Jun 29, 2023$0.19USD≈8.9%
Mar 30, 2023$0.16USD≈8.0%
Dec 15, 2022$0.12USD≈7.3%
Sep 29, 2022$0.12USD≈7.8%
Jun 29, 2022$0.12USD≈7.2%
Mar 30, 2022$0.12USD≈6.1%
Dec 16, 2021$0.13USD≈4.9%
Sep 29, 2021$0.11USD≈4.7%

Institutional owners (13F) 63 filers · $48.8M 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 63
Value held $48.8M
New positions 11
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
11 (+1 vs prior Q) 5 (-3 vs prior Q) 22 (-2 vs prior Q) 18 (+5 vs prior Q) +1.0M

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
Pathstone Holdings, LLC $7,628,566 1,045,009 15.62% Shares
OSAIC HOLDINGS, INC. $3,783,829 518,310 7.75% Shares
Shaker Financial Services, LLC $3,189,152 428,074 6.53% Shares
ROYAL BANK OF CANADA $2,854,000 391,027 5.85% Shares
LPL Financial LLC $2,502,575 342,818 5.13% Shares
Rareview Capital LLC $2,417,596 312,755 4.95% Shares
Everstar Asset Management, LLC $2,168,122 297,003 4.44% Shares
MORGAN STANLEY $2,101,773 287,914 4.30% Shares
WELLS FARGO & COMPANY/MN $2,094,876 286,970 4.29% Shares
AMERIPRISE FINANCIAL INC $2,000,483 274,039 4.10% Shares
Invesco Ltd. $1,811,612 248,166 3.71% Shares
BANK OF AMERICA CORP /DE/ $1,611,100 220,699 3.30% Shares
HOURGLASS CAPITAL, LLC $1,397,950 191,500 2.86% Shares
Fiera Capital Corp $1,202,478 164,723 2.46% Shares
ENVESTNET ASSET MANAGEMENT INC $937,538 128,430 1.92% Shares
COMMONWEALTH EQUITY SERVICES, LLC $787,890 107,930 1.61% Shares
Calamos Advisors LLC $694,026 95,072 1.42% Shares
Comprehensive Money Management Services LLC $693,865 95,050 1.42% Shares
Kovack Advisors, Inc. $676,938 92,986 1.39% Shares
Wealthstar Advisors, LLC $642,352 87,993 1.32% Shares
Bramshill Investments, LLC $620,850 85,048 1.27% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $603,725 82,702 1.24% Shares
STIFEL FINANCIAL CORP $575,586 78,847 1.18% Shares
Smith Asset Management Co., LLC $518,315 71,002 1.06% Shares
Whipplewood Advisors, LLC $506,496 69,383 1.04% Shares
RAYMOND JAMES FINANCIAL INC $444,870 60,941 0.91% Shares
Valeo Financial Advisors, LLC $423,802 58,055 0.87% Shares
Dynamic Advisor Solutions LLC $364,259 49,899 0.75% Shares
IHT Wealth Management, LLC $296,015 40,550 0.61% Shares
WOLVERINE ASSET MANAGEMENT LLC $287,919 39,441 0.59% Shares
&PARTNERS $272,855 37,377 0.56% Shares
INDEPENDENT FINANCIAL GROUP, LLC $257,346 35,253 0.53% Shares
Quad-Cities Investment Group, LLC $177,078 24,257 0.36% Shares
Logan Stone Capital, LLC $176,828 24,223 0.36% Shares
Marex Group Ltd $173,382 23,751 0.36% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $170,017 23,290 0.35% Shares
UHLMANN PRICE SECURITIES, LLC $160,294 21,958 0.33% Shares
Cetera Investment Advisers $157,799 21,616 0.32% Shares
XTX Topco Ltd $148,789 20,382 0.30% Shares
Cullen/Frost Bankers, Inc. $146,000 20,000 0.30% Shares
JONES FINANCIAL COMPANIES LLLP $131,357 17,799 0.27% Shares
Harbour Capital Advisors, LLC $120,289 16,478 0.25% Shares
Rockefeller Capital Management L.P. $107,859 14,775 0.22% Shares
MONECO ADVISORS, LLC $106,171 14,544 0.22% Shares
Csenge Advisory Group $103,894 14,232 0.21% Shares
EVOLVE PRIVATE WEALTH, LLC $95,718 12,848 0.20% Shares
SMITH, MOORE & CO. $94,900 13,000 0.19% Shares
49 WEALTH MANAGEMENT, LLC $81,417 11,153 0.17% Shares
Rathbones Group PLC $73,000 10,000 0.15% Shares
UBS Group AG $64,860 8,885 0.13% Shares

Show all 63 institutional owners →

Company insiders 1 insider · 0 officers · 0 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
MORGAN STANLEY INVESTMENT MANAGEMENT INC · Aug. 3, 2004 S 0 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 … 0.21% 238,205 Oct. 2, 2026 Daily

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