your badges 52W Range $14–$20 11% of range Analyst Rating SELL 8 analysts Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $14.40
52W Range $14–$20

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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≈$2.65Paid monthly
5Y Div CAGR≈0.00%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 11, 2026$0.22USD≈18.0%
Aug 13, 2026$0.22USD≈16.7%
Jul 13, 2026$0.22USD≈16.2%
Jun 11, 2026$0.22USD≈16.1%
May 11, 2026$0.22USD≈15.2%
Apr 13, 2026$0.22USD≈15.4%
Mar 12, 2026$0.22USD≈15.1%
Feb 12, 2026$0.22USD≈14.2%
Jan 13, 2026$0.22USD≈14.7%
Dec 11, 2025$0.22USD≈14.9%
Nov 14, 2025$0.22USD≈14.7%
Oct 14, 2025$0.22USD≈13.6%
Sep 12, 2025$0.22USD≈13.4%
Aug 11, 2025$0.22USD≈13.9%
Jul 11, 2025$0.22USD≈14.0%
Jun 12, 2025$0.22USD≈14.1%
May 12, 2025$0.22USD≈14.0%
Apr 11, 2025$0.22USD≈14.8%
Mar 13, 2025$0.22USD≈13.6%
Feb 13, 2025$0.22USD≈13.6%

Institutional owners (13F) 388 filers · $1.2B 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 388
Value held $1.2B
New positions 34
Exited positions 31
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
34 (-23 vs prior Q) 31 (0 vs prior Q) 168 (-9 vs prior Q) 104 (+25 vs prior Q) +6.0M

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
MORGAN STANLEY $233,464,927 13,979,935 20.28% Shares
LPL Financial LLC $92,604,171 5,545,160 8.04% Shares
BANK OF AMERICA CORP /DE/ $50,280,373 3,010,801 4.37% Shares
Cetera Investment Advisers $36,389,039 2,178,984 3.16% Shares
OSAIC HOLDINGS, INC. $30,558,899 1,829,861 2.65% Shares
UBS Group AG $29,230,177 1,750,310 2.54% Shares
RAYMOND JAMES FINANCIAL INC $26,471,183 1,585,101 2.30% Shares
WELLS FARGO & COMPANY/MN $25,632,560 1,534,884 2.23% Shares
J.W. COLE ADVISORS, INC. $25,230,225 1,510,792 2.19% Shares
ROYAL BANK OF CANADA $24,311,000 1,455,710 2.11% Shares
PFG Investments, LLC $24,015,907 1,438,078 2.09% Shares
TD Waterhouse Canada Inc. $23,164,048 1,385,039 2.01% Shares
Estate Planners Group, LLC $22,773,194 1,363,664 1.98% Shares
Cerity Partners LLC $16,453,317 985,250 1.43% Shares
Cyndeo Wealth Partners, LLC $15,488,448 927,452 1.35% Shares
ENVESTNET ASSET MANAGEMENT INC $14,019,998 839,521 1.22% Shares
Mission Hills Financial Advisory, LLC $12,545,630 751,235 1.09% Shares
INDEPENDENT FINANCIAL GROUP, LLC $11,980,888 717,418 1.04% Shares
Private Advisor Group, LLC $11,913,263 713,369 1.03% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $10,872,502 651,048 0.94% Shares
GUGGENHEIM CAPITAL LLC $10,156,038 608,146 0.88% Shares
COMMONWEALTH EQUITY SERVICES, LLC $10,099,398 604,754 0.88% Shares
Bensler, LLC $9,467,951 566,940 0.82% Shares
Cornerstone Advisory, LLC $8,371,029 501,259 0.73% Shares
Summit Financial, LLC $7,874,026 465,415 0.68% Shares
Avior Wealth Management, LLC $7,718,624 462,193 0.67% Shares
VERUS CAPITAL PARTNERS, LLC $7,679,349 459,841 0.67% Shares
Orion Porfolio Solutions, LLC $7,451,218 446,181 0.65% Shares
Noble Wealth Management PBC $7,354,169 524,175 0.64% Shares
Wealthcare Advisory Partners LLC $7,294,424 436,792 0.63% Shares
NewEdge Advisors, LLC $7,200,167 431,148 0.63% Shares
Thomas J. Herzfeld Advisors, Inc. $6,491,741 388,727 0.56% Shares
Kestra Advisory Services, LLC $6,375,625 381,774 0.55% Shares
Wagner Wealth Management, LLC $6,259,737 374,835 0.54% Shares
ALLIUM FINANCIAL ADVISORS, LLC $6,203,887 371,490 0.54% Shares
HighTower Advisors, LLC $6,135,553 367,398 0.53% Shares
LifeWealth Investments, LLC $6,056,227 362,648 0.53% Shares
AE Wealth Management LLC $5,761,559 345,004 0.50% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $5,352,713 320,522 0.47% Shares
RFG Advisory, LLC $5,159,996 308,982 0.45% Shares
Sentinel Advisory Group, LLC $5,116,842 306,398 0.44% Shares
PRINCIPAL SECURITIES, INC. $5,074,386 303,855 0.44% Shares
ALLIANCEBERNSTEIN L.P. $4,834,944 282,580 0.42% Shares
Logan Stone Capital, LLC $4,755,058 284,734 0.41% Shares
PNC Financial Services Group, Inc. $4,668,737 279,565 0.41% Shares
ICON ADVISERS INC/CO $4,490,463 268,890 0.39% Shares
Arax Advisory Partners $4,457,141 266,894 0.39% Shares
Orion Portfolio Solutions, LLC $4,224,692 213,368 0.37% Shares
Wealth Care LLC $4,168,643 249,620 0.36% Shares
Capital Investment Advisory Services, LLC $4,121,564 246,800 0.36% Shares

Show all 388 institutional owners →

Company insiders 24 insiders · 3 officers · 7 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jason Jordan Nagler Assistant Treasurer Dec. 10, 2021 A 817 0 0 $0
Youse Guia Chief Compliance Officer May 11, 2016 P 4,000 0 0 $0
William Glen Galipeau The Reporting Person is Treasurer and Principal Financial and Accounting Officer of the Issuer. July 16, 2015 P 3,410 0 0 $0
Alan Rappaport Director Sept. 24, 2026 P 9,313 1 0 $75,680
Sonya Morris Director Sept. 22, 2026 P 5,700 1 0 $79,914
David Nichols Fisher III Director March 22, 2023 P 13,720 0 0 $0
Sarah E Cogan Director Dec. 10, 2021 A 846 0 0 $0
John C Maney Director Dec. 10, 2021 A 12,833 0 0 $0
Hans W Kertess Director May 11, 2020 S 6,300 0 0 $0
Bradford K Gallagher Director March 12, 2018 P 1,000 0 0 $0
Thibault Christian Stracke · July 15, 2026 P 179,512 1 0 $1,640,000
Jerome M Schneider · Dec. 10, 2021 A 2,068 0 0 $0
Alfred T Murata · Dec. 10, 2021 A 3,274 0 0 $0
Marc P Seidner · Dec. 10, 2021 A 68,094 0 0 $0
Craig A Dawson · Dec. 10, 2021 A 66,406 0 0 $0
Emmanuel Roman · Dec. 10, 2021 A 77,758 0 0 $0
Daniel J Ivascyn · Dec. 10, 2021 A 517,019 0 0 $0
Deborah A Decotis · Dec. 10, 2021 A 5,848 0 0 $0
Thomas J Otterbein · March 9, 2020 P 20,298 0 0 $0
Joshua M Anderson · Dec. 21, 2015 P 9,000 0 0 $0
Allianz Asset Management of America L.P. · July 1, 2015 S 0 0 0 $0
William H Gross · Jan. 29, 2015 S 1,130,193 0 0 $0
Eric J Mogelof · May 15, 2014 P 19,784 0 0 $0
Jonathan D Short · Oct. 8, 2013 P 33,300 0 0 $0

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

ETF ownership Held by 13 ETFs

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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
CEFZ · Elevation Series Trust 0.37% 9,221 NS July 31, 2026 N-PORT
SCZ · iShares Trust 0.07% 2,528,467 SH Sept. 11, 2026 Daily
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0.05% 14,671,008 SH Aug. 19, 2026 Daily
IPAC · iShares Trust 0.02% 191,250 SH Sept. 11, 2026 Daily
WSML · iShares Trust 0.02% 41,703 SH Sept. 11, 2026 Daily
VPL · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 4,142,927 SH Aug. 19, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS 0.01% 38,060,001 SH Aug. 19, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.01% 775,439 SH Aug. 19, 2026 Daily
IEFA · iShares Trust 0.01% 5,083,439 SH Sept. 11, 2026 Daily
IDEV · iShares Trust 0.01% 773,216 SH Sept. 11, 2026 Daily
IXUS · iShares Trust 0.00% 847,083 SH Sept. 11, 2026 Daily
VXUS · VANGUARD STAR FUNDS 0.00% 56,921,498 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 3,250,413 SH Aug. 19, 2026 Daily

PDI 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

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