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

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Price $8.28
52W Range $8–$9

NUV 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

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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≈$0.40Paid monthly
5Y Div CAGR≈1.3%Per share, split-adjusted
Growth Streak≈3Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.03USD≈4.6%
Aug 14, 2026$0.03USD≈4.4%
Jul 15, 2026$0.03USD≈4.3%
Jun 15, 2026$0.03USD≈4.3%
May 15, 2026$0.03USD≈4.4%
Apr 15, 2026$0.03USD≈4.3%
Mar 13, 2026$0.03USD≈4.3%
Feb 13, 2026$0.03USD≈4.3%
Jan 15, 2026$0.03USD≈4.4%
Dec 15, 2025$0.03USD≈4.4%
Nov 14, 2025$0.03USD≈4.4%
Oct 15, 2025$0.03USD≈4.3%
Sep 15, 2025$0.03USD≈4.4%
Aug 15, 2025$0.03USD≈4.5%
Jul 15, 2025$0.03USD≈4.5%
Jun 13, 2025$0.03USD≈4.5%
May 15, 2025$0.03USD≈4.4%
Apr 15, 2025$0.03USD≈4.4%
Mar 14, 2025$0.03USD≈4.3%
Feb 14, 2025$0.03USD≈4.1%

Institutional owners (13F) 245 filers · $373.0M 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 245
Value held $373.0M
New positions 20
Exited positions 12
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
20 (-4 vs prior Q) 12 (-15 vs prior Q) 78 (+2 vs prior Q) 48 (-6 vs prior Q) +1.5M

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
UBS Group AG $69,514,291 7,539,511 18.63% Shares
MORGAN STANLEY $41,401,404 4,490,390 11.10% Shares
GUGGENHEIM CAPITAL LLC $29,914,760 3,244,551 8.02% Shares
RAYMOND JAMES FINANCIAL INC $20,435,515 2,216,433 5.48% Shares
WELLS FARGO & COMPANY/MN $18,546,529 2,011,554 4.97% Shares
BANK OF AMERICA CORP /DE/ $11,866,977 1,287,091 3.18% Shares
JONES FINANCIAL COMPANIES LLLP $11,428,344 1,239,517 3.06% Shares
LPL Financial LLC $10,849,249 1,176,708 2.91% Shares
VAN ECK ASSOCIATES CORP $10,124,362 1,098,087 2.71% Shares
Granby Capital Management, LLC $6,787,000 736,112 1.82% Shares
MERCER GLOBAL ADVISORS INC /ADV $6,742,039 731,241 1.81% Shares
Chicago Partners Investment Group LLC $6,505,754 713,350 1.74% Shares
STIFEL FINANCIAL CORP $6,350,598 688,784 1.70% Shares
Congress Park Capital LLC $5,523,998 599,132 1.48% Shares
ROYAL BANK OF CANADA $5,262,000 570,630 1.41% Shares
COMMONWEALTH EQUITY SERVICES, LLC $5,082,725 551,272 1.36% Shares
BAR HARBOR WEALTH MANAGEMENT $4,497,747 487,825 1.21% Shares
Prospera Financial Services Inc $4,389,428 476,073 1.18% Shares
Rockefeller Capital Management L.P. $4,357,619 472,626 1.17% Shares
EHRLICH FINANCIAL GROUP $3,285,870 356,385 0.88% Shares
BFSG, LLC $3,040,074 329,726 0.81% Shares
AMERIPRISE FINANCIAL INC $2,457,022 266,442 0.66% Shares
ROMAN BUTLER FULLERTON & CO $2,367,757 258,207 0.63% Shares
Sanctuary Advisors, LLC $2,057,802 223,189 0.55% Shares
Baird Financial Group, Inc. $2,042,285 221,506 0.55% Shares
Koshinski Asset Management, Inc. $1,927,208 209,025 0.52% Shares
Breakwater Capital Group $1,750,583 189,868 0.47% Shares
Cresta Advisors, Ltd. $1,667,345 180,840 0.45% Shares
PKS Advisory Services, LLC $1,618,918 175,587 0.43% Shares
Advisors Asset Management, Inc. $1,611,267 177,844 0.43% Shares
Redwood Family Wealth LLC $1,573,228 170,632 0.42% Shares
Citizens National Bank Trust Department $1,565,279 169,770 0.42% Shares
Dynamic Financial Group $1,533,461 166,319 0.41% Shares
IBEX WEALTH ADVISORS $1,479,328 160,447 0.40% Shares
Tandem Financial, LLC $1,411,876 152,594 0.38% Shares
Blake Schutter Theil Wealth Advisors, LLC $1,368,041 148,378 0.37% Shares
Cetera Investment Advisers $1,327,891 144,022 0.36% Shares
Kestra Advisory Services, LLC $1,324,772 143,685 0.36% Shares
AlTi Global, Inc. $1,315,473 142,210 0.35% Shares
OSAIC HOLDINGS, INC. $1,294,767 140,428 0.35% Shares
High Net Worth Advisory Group LLC $1,200,444 130,200 0.32% Shares
HARMONY ASSET MANAGEMENT LLC $1,155,266 125,300 0.31% Shares
HighTower Advisors, LLC $1,130,740 122,640 0.30% Shares
SMITH, MOORE & CO. $1,100,755 119,388 0.30% Shares
Venturi Wealth Management, LLC $1,067,250 115,754 0.29% Shares
Stratos Wealth Partners, LTD. $1,045,170 113,359 0.28% Shares
Whitaker-Myers Wealth Managers, LTD. $1,020,119 110,642 0.27% Shares
BENJAMIN EDWARDS INC $1,019,746 110,602 0.27% Shares
ACCREDITED INVESTOR SERVICES, LLC $994,359 107,848 0.27% Shares
Invesco Ltd. $961,489 104,283 0.26% Shares

Show all 245 institutional owners →

Company insiders 7 insiders · 3 officers · 1 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Stephen D Foy V.P. & Controller Aug. 26, 2013 S 0 0 0 $0
Thomas C Spaldigg JR V.P. & Portfolio Manager June 21, 2006 P 15,000 0 0 $0
Larry W Martin VP and Ast. Secretary May 25, 2004 P 2,000 0 0 $0
Thomas E Leafstrand Director Sept. 29, 2003 P 2,500 0 0 $0
William Adams IV · Dec. 27, 2007 S 0 0 0 $0
Timothy R Schwertfeger · Dec. 20, 2007 P 124,000 0 0 $0
William M Fitzgerald · June 13, 2007 P 700 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 4.68% 1,122,858 NS July 31, 2026 N-PORT

NUV 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

Latest News Recent headlines mentioning this company

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Source: SEC 10-K filed Mar 30, 2000