your badges 52W Range $10–$13 21% of range Analyst Rating SELL 8 analysts Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $10.85
52W Range $10–$13

NAZ 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≈$0.74Paid monthly
5Y Div CAGR≈8.7%Per share, split-adjusted
Growth Streak≈2Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.06USD≈6.6%
Aug 14, 2026$0.06USD≈6.3%
Jul 15, 2026$0.06USD≈6.3%
Jun 15, 2026$0.06USD≈6.3%
May 15, 2026$0.07USD≈6.3%
Apr 15, 2026$0.07USD≈6.4%
Mar 13, 2026$0.07USD≈6.6%
Feb 13, 2026$0.07USD≈6.9%
Jan 15, 2026$0.07USD≈7.0%
Dec 15, 2025$0.07USD≈7.1%
Nov 14, 2025$0.07USD≈7.2%
Oct 15, 2025$0.07USD≈7.2%
Sep 15, 2025$0.07USD≈7.4%
Aug 15, 2025$0.07USD≈7.4%
Jul 15, 2025$0.07USD≈7.4%
Jun 13, 2025$0.07USD≈7.6%
May 15, 2025$0.07USD≈7.3%
Apr 15, 2025$0.07USD≈7.2%
Mar 14, 2025$0.07USD≈6.8%
Feb 14, 2025$0.07USD≈6.4%

Institutional owners (13F) 36 filers · $18.6M total · As of June 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 36
Value held $18.6M
New positions 4
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (-4 vs prior Q) 2 (0 vs prior Q) 12 (+1 vs prior Q) 5 (+1 vs prior Q) +85K

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 $2,470,327 197,784 13.30% Shares
WELLS FARGO & COMPANY/MN $2,437,260 195,137 13.12% Shares
LPL Financial LLC $2,344,584 187,717 12.63% Shares
CAPTRUST FINANCIAL ADVISORS $1,498,198 119,952 8.07% Shares
Alpha Cubed Investments, LLC $1,417,286 119,300 7.63% Shares
Cetera Investment Advisers $1,283,406 102,755 6.91% Shares
Western Wealth Management, LLC $662,052 53,007 3.57% Shares
BANK OF AMERICA CORP /DE/ $634,643 50,812 3.42% Shares
RAYMOND JAMES FINANCIAL INC $578,750 46,337 3.12% Shares
INTEGRITY ALLIANCE, LLC. $486,486 38,950 2.62% Shares
ROYAL BANK OF CANADA $458,000 36,674 2.47% Shares
KINGSWOOD WEALTH ADVISORS, LLC $453,387 36,300 2.44% Shares
STIFEL FINANCIAL CORP $438,811 35,133 2.36% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $342,886 28,036 1.85% Shares
Diversify Advisory Services, LLC $342,886 28,036 1.85% Shares
BARTLETT & CO. WEALTH MANAGEMENT LLC $331,373 26,400 1.78% Shares
INDEPENDENT FINANCIAL GROUP, LLC $320,264 25,642 1.72% Shares
IHT Wealth Management, LLC $316,707 25,357 1.71% Shares
Steward Partners Investment Advisory, LLC $271,033 21,700 1.46% Shares
NewEdge Advisors, LLC $219,872 17,604 1.18% Shares
SHUFRO ROSE & CO LLC $218,575 17,500 1.18% Shares
COMMONWEALTH EQUITY SERVICES, LLC $185,460 14,849 1.00% Shares
Plan Group Financial, LLC $148,803 11,914 0.80% Shares
Stratos Wealth Partners, LTD. $138,089 11,056 0.74% Shares
STALEY CAPITAL ADVISERS INC $124,900 10,000 0.67% Shares
Allworth Financial LP $108,101 8,655 0.58% Shares
CoreCap Advisors, LLC $93,675 7,500 0.50% Shares
Brooklyn FI, LLC $86,396 6,900 0.47% Shares
OSAIC HOLDINGS, INC. $76,064 6,090 0.41% Shares
AMERIFLEX GROUP, INC. $53,832 4,310 0.29% Shares
UBS Group AG $21,645 1,733 0.12% Shares
FIFTH THIRD BANCORP $3,123 250 0.02% Shares
HIGHLINE WEALTH PARTNERS LLC $3,123 250 0.02% Shares
ASSETMARK, INC $412 33 0.00% Shares
IFP Advisors, Inc $12 1 0.00% Shares
FNY Investment Advisers, LLC $1 100 0.00% Shares

Activists & 5%+ owners 2 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
Saba Capital Management, L.P., Boaz R. Weinstein, Saba Capital Management GP, LLC ×2 filings Oct. 2, 2024 · Initial filing · SEC
Wells Fargo & Company, Wells Fargo Municipal Capital Strategies, LLC ×5 filings Dec. 18, 2018 · 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 1 insider · 0 officers · 0 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
CITIGROUP INC 10% owner Jan. 6, 2014 J 0 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

NAZ 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
2 25.0% Hold
4 50.0% Sell
2 25.0% Strong Sell

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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