your badges 52W Range $7–$8 12% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $7.01
52W Range $7–$8

SBI 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

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≈$0.50Paid monthly
5Y Div CAGR≈11.8%Per share, split-adjusted
Growth Streak≈3Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 24, 2026$0.04USD≈6.6%
Jul 24, 2026$0.04USD≈6.5%
Jun 23, 2026$0.04USD≈6.4%
May 21, 2026$0.04USD≈6.5%
Apr 23, 2026$0.04USD≈6.5%
Mar 24, 2026$0.04USD≈6.6%
Feb 20, 2026$0.04USD≈6.4%
Jan 23, 2026$0.04USD≈6.5%
Dec 23, 2025$0.04USD≈6.5%
Nov 20, 2025$0.04USD≈6.5%
Oct 24, 2025$0.04USD≈6.4%
Sep 23, 2025$0.04USD≈6.4%
Aug 22, 2025$0.04USD≈6.6%
Jul 24, 2025$0.04USD≈6.6%
Jun 23, 2025$0.04USD≈6.7%
May 22, 2025$0.04USD≈6.8%
Apr 23, 2025$0.04USD≈6.8%
Mar 24, 2025$0.04USD≈6.4%
Feb 21, 2025$0.04USD≈6.4%
Jan 24, 2025$0.04USD≈6.4%

Institutional owners (13F) 59 filers · $46.9M 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 59
Value held $46.9M
New positions 9
Exited positions 12
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (0 vs prior Q) 12 (+11 vs prior Q) 19 (-2 vs prior Q) 18 (+3 vs prior Q) +318K

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
RIVERNORTH CAPITAL MANAGEMENT, LLC $9,692,385 1,231,561 20.64% Shares
WELLS FARGO & COMPANY/MN $2,907,281 369,413 6.19% Shares
MORGAN STANLEY $2,361,724 300,091 5.03% Shares
1607 Capital Partners, LLC $2,337,610 297,028 4.98% Shares
GUGGENHEIM CAPITAL LLC $2,202,026 279,800 4.69% Shares
Invesco Ltd. $2,054,086 261,002 4.38% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $1,786,600 227,014 3.81% Shares
WHITEBOX ADVISORS LLC $1,611,784 204,801 3.43% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,511,530 192,062 3.22% Shares
Cetera Investment Advisers $1,506,093 191,371 3.21% Shares
RAYMOND JAMES FINANCIAL INC $1,440,565 183,045 3.07% Shares
Carson Advisory Inc. $1,300,889 165,297 2.77% Shares
OSAIC HOLDINGS, INC. $1,272,689 161,715 2.71% Shares
Pathstone Holdings, LLC $1,239,355 157,478 2.64% Shares
Allspring Global Investments Holdings, LLC $1,198,703 152,313 2.55% Shares
H D Vest Advisory Services $1,188,136 157,997 2.53% Shares
Ariadne Wealth Management, LP $793,839 100,869 1.69% Shares
LPL Financial LLC $768,890 97,699 1.64% Shares
Whipplewood Advisors, LLC $719,515 91,425 1.53% Shares
UBS Group AG $646,709 82,174 1.38% Shares
WHITTIER TRUST CO OF NEVADA INC $619,897 79,576 1.32% Shares
ROYAL BANK OF CANADA $566,000 71,904 1.21% Shares
Rock Point Advisors, LLC $507,025 64,425 1.08% Shares
Waverly Advisors, LLC $438,981 55,779 0.94% Shares
Traub Capital Management LLC $435,486 55,335 0.93% Shares
Stratos Wealth Partners, LTD. $401,370 51,000 0.85% Shares
Thomas J. Herzfeld Advisors, Inc. $374,935 47,641 0.80% Shares
KEMPNER CAPITAL MANAGEMENT INC. $371,000 47,800 0.79% Shares
RIVERBRIDGE PARTNERS LLC $366,981 46,630 0.78% Shares
Northwest Financial Advisors $365,727 46,471 0.78% Shares
MELFA WEALTH MANAGEMENT, INC. $364,751 46,347 0.78% Shares
Bank of New York Mellon Corp $323,025 41,045 0.69% Shares
Summit Financial Wealth Advisors, LLC $319,176 40,556 0.68% Shares
WHITTIER TRUST CO $316,561 40,378 0.67% Shares
IHT Wealth Management, LLC $297,121 37,754 0.63% Shares
ROTHSCHILD INVESTMENT LLC $295,125 37,500 0.63% Shares
Noble Wealth Management PBC $283,619 40,575 0.60% Shares
CASTLE WEALTH MANAGEMENT LLC $255,389 32,451 0.54% Shares
STEPHENS INC /AR/ $200,685 25,500 0.43% Shares
Basepoint Wealth LLC $163,959 20,833 0.35% Shares
Mariner, LLC $154,394 19,618 0.33% Shares
Savvy Advisors, Inc. $142,785 18,143 0.30% Shares
Closed-End Fund Advisors, Inc. $137,544 17,477 0.29% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $123,646 15,711 0.26% Shares
BAR HARBOR WEALTH MANAGEMENT $118,916 15,110 0.25% Shares
ENVESTNET ASSET MANAGEMENT INC $101,917 12,950 0.22% Shares
GatePass Capital, LLC $98,375 12,500 0.21% Shares
49 WEALTH MANAGEMENT, LLC $84,028 10,677 0.18% Shares
Clear Street Group Inc. $69,413 8,820 0.15% Shares
Steward Partners Investment Advisory, LLC $39,468 5,015 0.08% Shares

Show all 59 institutional owners →

Activists & 5%+ owners 1 position

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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 ×7 filings April 23, 2024 · Initial filing · 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 · 1 officers · 4 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Kenneth Fuller CEO, Pres. & Chairman Dec. 31, 2013 P 800 0 0 $0
Robert D Agdern Director Dec. 19, 2019 S 0 0 0 $0
Eileen A Kamerick Director Jan. 9, 2019 S 0 0 0 $0
CRONIN DANIEL P Director Jan. 4, 2017 S 0 0 0 $0
UBS Group AG 10% owner March 1, 2023 J 0 0 0 $0
CITIGROUP INC 10% owner April 3, 2020 S 0 0 0 $0
Jane F Dasher · May 4, 2004 P 108 0 0 $0
Jay R Gerken · Feb. 25, 2004 P 2,000 0 0 $0

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

Latest News Recent headlines mentioning this company

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Serabi Gold PLC Q1 Income Advances Nasdaq · 4 months ago Indian Shares Fluctuate In Early Trade Nasdaq · 4 months, 2 weeks ago

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