your badges 52W Range $10–$12 24% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

03
Price $10.09
52W Range $10–$12

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

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

10-Year Performance Revenue, net income, margins and EPS trends

06
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

13
Annualized Payout≈$0.82Paid monthly
5Y Div CAGR≈5.1%Per share, split-adjusted
Growth Streak≈2Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.07USD≈7.7%
Aug 14, 2026$0.07USD≈7.2%
Jul 15, 2026$0.07USD≈7.1%
Jun 15, 2026$0.07USD≈7.1%
May 15, 2026$0.07USD≈7.3%
Apr 15, 2026$0.07USD≈7.3%
Mar 13, 2026$0.07USD≈7.3%
Feb 13, 2026$0.07USD≈7.2%
Jan 15, 2026$0.07USD≈7.2%
Dec 15, 2025$0.07USD≈7.4%
Nov 14, 2025$0.07USD≈7.5%
Oct 15, 2025$0.07USD≈7.6%
Sep 15, 2025$0.07USD≈7.7%
Aug 15, 2025$0.07USD≈8.1%
Jul 15, 2025$0.07USD≈8.0%
Jun 13, 2025$0.07USD≈8.1%
May 15, 2025$0.07USD≈8.0%
Apr 15, 2025$0.07USD≈8.0%
Mar 14, 2025$0.07USD≈7.4%
Feb 14, 2025$0.07USD≈7.0%

Institutional owners (13F) 312 filers · $611.1M total · As of Sept. 30, 2026

17

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 312
Value held $611.1M
New positions 25
Exited positions 27
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
25 (-26 vs prior Q) 27 (-1 vs prior Q) 94 (-18 vs prior Q) 73 (+9 vs prior Q) +1.4M

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 $115,555,956 9,842,925 18.91% Shares
RAYMOND JAMES FINANCIAL INC $42,158,812 3,591,041 6.90% Shares
GUGGENHEIM CAPITAL LLC $39,669,988 3,379,045 6.49% Shares
WELLS FARGO & COMPANY/MN $34,133,087 2,907,418 5.59% Shares
UBS Group AG $19,243,104 1,639,106 3.15% Shares
LPL Financial LLC $17,288,414 1,472,608 2.83% Shares
VAN ECK ASSOCIATES CORP $16,596,486 1,413,670 2.72% Shares
McGowan Group Asset Management, Inc. $16,553,549 1,410,013 2.71% Shares
BANK OF AMERICA CORP /DE/ $16,335,704 1,391,457 2.67% Shares
ROYAL BANK OF CANADA $14,720,000 1,253,765 2.41% Shares
STIFEL FINANCIAL CORP $13,184,865 1,123,071 2.16% Shares
HighTower Advisors, LLC $12,791,078 1,089,530 2.09% Shares
Melone Private Wealth, LLC $10,128,149 862,704 1.66% Shares
Congress Park Capital LLC $9,979,000 850,000 1.63% Shares
Eagle Bluffs Wealth Management LLC $8,642,120 732,015 1.41% Shares
OSAIC HOLDINGS, INC. $8,148,046 694,032 1.33% Shares
BYRNE FINANCIAL FREEDOM, LLC $7,374,020 628,111 1.21% Shares
Cetera Investment Advisers $6,842,740 582,857 1.12% Shares
COMMONWEALTH EQUITY SERVICES, LLC $6,799,637 579,186 1.11% Shares
Kestra Advisory Services, LLC $6,328,220 539,031 1.04% Shares
AMERIPRISE FINANCIAL INC $5,718,987 487,086 0.94% Shares
Cresta Advisors, Ltd. $5,349,296 455,647 0.88% Shares
Palogic Value Management, L.P. $4,471,426 380,871 0.73% Shares
Rockefeller Capital Management L.P. $4,314,893 367,537 0.71% Shares
Merit Financial Group, LLC $4,252,611 362,233 0.70% Shares
TRUIST FINANCIAL CORP $3,761,990 320,442 0.62% Shares
Capital Investment Advisors, LLC $3,712,578 316,233 0.61% Shares
Advisors Asset Management, Inc. $3,637,643 312,781 0.60% Shares
Savant Capital, LLC $3,613,910 314,670 0.59% Shares
CURA WEALTH ADVISORS, LLC $3,545,480 302,000 0.58% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3,186,435 271,417 0.52% Shares
Leo Wealth, LLC $3,179,674 283,141 0.52% Shares
&PARTNERS $3,055,467 260,261 0.50% Shares
HORIZON KINETICS ASSET MANAGEMENT LLC $2,982,500 254,046 0.49% Shares
KIM, LLC $2,861,038 243,700 0.47% Shares
Jupiter Wealth Management LLC $2,820,385 240,237 0.46% Shares
Intellectus Partners, LLC $2,807,063 237,833 0.46% Shares
Lido Advisors, LLC $2,725,273 230,798 0.45% Shares
Spire Wealth Management $2,684,032 228,623 0.44% Shares
Fiera Capital Corp $2,600,762 221,530 0.43% Shares
Invesco Ltd. $2,518,547 214,527 0.41% Shares
Wakefield Asset Management LLLP $2,348,569 199,971 0.38% Shares
HARBOUR INVESTMENTS, INC. $2,331,573 198,601 0.38% Shares
NewEdge Advisors, LLC $2,110,915 179,805 0.35% Shares
ENVESTNET ASSET MANAGEMENT INC $2,033,173 173,183 0.33% Shares
Baird Financial Group, Inc. $1,911,470 162,816 0.31% Shares
Tyche Wealth Partners LLC $1,838,184 156,574 0.30% Shares
IBEX WEALTH ADVISORS $1,734,939 147,780 0.28% Shares
Steward Partners Investment Advisory, LLC $1,689,222 143,886 0.28% Shares
Waverly Advisors, LLC $1,682,659 143,327 0.28% Shares

Show all 312 institutional owners →

Activists & 5%+ owners 3 positions

18

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
Karpus Management Inc. d/b/a Karpus Investment Management ×10 filings Oct. 2, 2024 · Initial filing · SEC
Wells Fargo & Company, Wells Fargo Municipal Capital Strategies, LLC, Wells Fargo Bank, National Association ×10 filings Nov. 20, 2019 · Initial filing · SEC
Karpus Management, Inc., d/b/a Karpus Investment Management I.D. June 20, 2014 · 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 8 insiders · 0 officers · 0 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
CITIGROUP INC 10% owner Sept. 13, 2016 S 0 0 0 $0
Michael S. Hamilton · Sept. 24, 2026 S 0 0 1 $-26,573
Nathaniel T. Jones · Sept. 10, 2025 S 0 0 0 $0
David J Lamb · March 27, 2024 P 6,000 0 0 $0
Paul L Brennan · Jan. 12, 2024 S 0 0 0 $0
Terence J Toth · Nov. 28, 2022 S 0 0 0 $0
Gifford R Zimmerman · Sept. 15, 2021 S 0 0 0 $0
John P Amboian · Feb. 16, 2010 P 4,500 0 0 $0

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

ETF ownership Held by 1 ETF

20

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 7.42% 1,445,561 NS July 31, 2026 N-PORT

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.