your badges 52W Range $10–$12 23% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $10.28
52W Range $10–$12

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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?

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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≈$0.85Paid monthly
5Y Div CAGR≈5.9%Per share, split-adjusted
Growth Streak≈2Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.07USD≈7.9%
Aug 14, 2026$0.07USD≈7.2%
Jul 15, 2026$0.07USD≈7.2%
Jun 15, 2026$0.07USD≈7.2%
May 15, 2026$0.07USD≈7.4%
Apr 15, 2026$0.07USD≈7.4%
Mar 13, 2026$0.07USD≈7.3%
Feb 13, 2026$0.07USD≈7.2%
Jan 15, 2026$0.07USD≈7.3%
Dec 15, 2025$0.07USD≈7.4%
Nov 14, 2025$0.07USD≈7.5%
Oct 15, 2025$0.07USD≈7.5%
Sep 15, 2025$0.07USD≈7.7%
Aug 15, 2025$0.08USD≈8.1%
Jul 15, 2025$0.08USD≈8.1%
Jun 13, 2025$0.08USD≈8.1%
May 15, 2025$0.08USD≈8.1%
Apr 15, 2025$0.08USD≈8.0%
Mar 14, 2025$0.08USD≈7.4%
Feb 14, 2025$0.08USD≈7.1%

Institutional owners (13F) 294 filers · $541.0M 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 294
Value held $541.0M
New positions 26
Exited positions 25
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
26 (-20 vs prior Q) 25 (-4 vs prior Q) 95 (+13 vs prior Q) 64 (0 vs prior Q) +2.6M

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 $80,740,233 6,661,733 14.92% Shares
GUGGENHEIM CAPITAL LLC $43,875,757 3,620,112 8.11% Shares
UBS Group AG $37,829,792 3,121,270 6.99% Shares
WELLS FARGO & COMPANY/MN $33,817,903 2,790,256 6.25% Shares
BANK OF AMERICA CORP /DE/ $28,087,244 2,317,429 5.19% Shares
RAYMOND JAMES FINANCIAL INC $25,103,914 2,071,280 4.64% Shares
AMERIPRISE FINANCIAL INC $16,665,848 1,375,036 3.08% Shares
McGowan Group Asset Management, Inc. $16,506,317 1,361,907 3.05% Shares
VAN ECK ASSOCIATES CORP $15,620,292 1,288,803 2.89% Shares
LPL Financial LLC $15,337,454 1,265,467 2.84% Shares
ROYAL BANK OF CANADA $12,010,000 990,972 2.22% Shares
Cornerstone Advisory, LLC $9,864,202 813,878 1.82% Shares
STIFEL FINANCIAL CORP $9,175,749 757,076 1.70% Shares
Eagle Bluffs Wealth Management LLC $9,150,257 750,650 1.69% Shares
Cetera Investment Advisers $8,998,763 742,472 1.66% Shares
Congress Park Capital LLC $7,496,220 618,500 1.39% Shares
Melone Private Wealth, LLC $6,902,307 569,497 1.28% Shares
Advisors Asset Management, Inc. $6,146,415 511,349 1.14% Shares
NewEdge Advisors, LLC $5,894,651 486,357 1.09% Shares
DEUTSCHE BANK AG\ $5,046,477 416,376 0.93% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,991,029 411,801 0.92% Shares
OSAIC HOLDINGS, INC. $4,809,974 396,856 0.89% Shares
Savant Capital, LLC $4,345,922 367,968 0.80% Shares
Palogic Value Management, L.P. $4,250,074 350,711 0.79% Shares
Capital Investment Advisors, LLC $3,704,597 305,660 0.68% Shares
Allianz Asset Management GmbH $3,643,830 300,646 0.67% Shares
AE Wealth Management LLC $3,527,310 291,032 0.65% Shares
Rockefeller Capital Management L.P. $3,074,621 253,680 0.57% Shares
OneDigital Investment Advisors LLC $2,840,444 234,360 0.53% Shares
Fiera Capital Corp $2,602,188 214,702 0.48% Shares
Sightline Wealth Advisors, LLC $2,592,387 213,893 0.48% Shares
Invesco Ltd. $2,518,827 207,824 0.47% Shares
Kestra Advisory Services, LLC $2,396,185 197,705 0.44% Shares
Steward Partners Investment Advisory, LLC $2,371,719 195,686 0.44% Shares
Cerity Partners LLC $2,351,386 194,009 0.43% Shares
Wakefield Asset Management LLLP $2,343,521 193,285 0.43% Shares
Sanctuary Advisors, LLC $1,845,128 152,238 0.34% Shares
Mutual Advisors, LLC $1,759,479 145,172 0.33% Shares
Kuhn & Co Investment Counsel $1,717,547 141,712 0.32% Shares
Tyche Wealth Partners LLC $1,619,002 133,581 0.30% Shares
GILL CAPITAL PARTNERS, LLC $1,607,221 132,609 0.30% Shares
Stratos Wealth Partners, LTD. $1,544,961 127,472 0.29% Shares
Breakwater Capital Group $1,519,848 125,400 0.28% Shares
Prospera Financial Services Inc $1,482,164 122,291 0.27% Shares
&PARTNERS $1,468,555 121,168 0.27% Shares
IBEX WEALTH ADVISORS $1,435,449 118,437 0.27% Shares
Baird Financial Group, Inc. $1,412,380 116,533 0.26% Shares
Indivisible Partners $1,411,454 116,457 0.26% Shares
Wealth Advisors of Tampa Bay, LLC $1,396,006 115,182 0.26% Shares
JFS WEALTH ADVISORS, LLC $1,364,362 118,640 0.25% Shares

Show all 294 institutional owners →

Activists & 5%+ owners 3 positions

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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
Wells Fargo & Company, Wells Fargo Municipal Capital Strategies, LLC ×6 filings Sept. 25, 2026 11.76% Amendment · SEC
BANK OF AMERICA CORP /DE/, Banc of America Preferred Funding Corp June 22, 2026 52.30% Amendment · SEC
Karpus Management, Inc., d/b/a Karpus Investment Management I.D. Aug. 5, 2010 · Initial filing Passive investment 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 11 insiders · 3 officers · 1 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
William Adams IV Vice President Dec. 23, 2013 S 5,600 0 0 $0
Larry W Martin V.P. and Asst. Secretary Sept. 10, 2010 P 9,500 0 0 $0
Scott R Romans Portfolio Manager Oct. 6, 2009 S 0 0 0 $0
Thomas E Leafstrand Director Sept. 29, 2003 P 1,500 0 0 $0
BARCLAYS PLC 10% owner July 26, 2017 S 30 0 0 $0
CITIGROUP INC 10% owner Jan. 6, 2014 J 0 0 0 $0
William A Siffermann · March 5, 2026 P 1,041 1 0 $1,206
Young L Robert · July 2, 2024 P 32,727 0 0 $0
Nathaniel T. Jones · April 5, 2024 P 1,000 0 0 $0
Terence J Toth · Sept. 21, 2023 P 4,131 0 0 $0
Gifford R Zimmerman · July 28, 2021 S 1,000 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 7.03% 1,317,874 NS July 31, 2026 N-PORT

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