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

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Price $70.41
52W Range $65–$80

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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≈$3.98Paid monthly
5Y Div CAGR≈16.8%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.33USD≈6.0%
Aug 17, 2026$0.62USD≈6.6%
Jul 15, 2026$0.43USD≈6.6%
Jun 15, 2026$0.50USD≈6.7%
May 15, 2026$0.50USD≈6.1%
Apr 15, 2026$0.33USD≈6.3%
Mar 16, 2026$0.29USD≈6.4%
Feb 17, 2026$0.28USD≈7.0%
Jan 15, 2026$0.32USD≈7.4%
Dec 15, 2025$0.20USD≈7.5%
Nov 17, 2025$0.36USD≈6.9%
Oct 15, 2025$0.37USD≈8.0%
Sep 15, 2025$0.58USD≈7.2%
Aug 15, 2025$0.75USD≈7.5%
Jul 15, 2025$0.35USD≈7.7%
Jun 16, 2025$0.43USD≈7.6%
May 15, 2025$0.45USD≈7.9%
Apr 15, 2025$0.50USD≈8.2%
Mar 17, 2025$0.30USD≈8.2%
Feb 18, 2025$0.44USD≈8.0%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

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Avg Surprise -3.1%
Next Report Nov 05, 2026
PeriodReportEPS ActualEPS EstSurprise
Sept. 30, 2009 $0.67 $0.72 -6.6%
June 30, 2009 $0.68 $0.64 6.9%
Dec. 31, 2008 $1.39 $1.57 -11.2%
Sept. 30, 2008 $1.92 $1.95 -1.5%

Institutional owners (13F) 155 filers · $189.5M 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 155
Value held $189.5M
New positions 14
Exited positions 16
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
14 (-10 vs prior Q) 16 (+3 vs prior Q) 42 (+1 vs prior Q) 29 (-6 vs prior Q) +18K

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
Americana Partners, LLC $21,649,266 295,755 11.42% Shares
Beacon Pointe Advisors, LLC $18,472,244 252,353 9.75% Shares
Prospera Financial Services Inc $13,237,326 180,835 6.99% Shares
KING LUTHER CAPITAL MANAGEMENT CORP $10,508,226 143,555 5.55% Shares
HORIZON KINETICS ASSET MANAGEMENT LLC $8,183,445 111,796 4.32% Shares
TWO SIGMA INVESTMENTS, LP $6,400,315 87,436 3.38% Shares
Fayez Sarofim & Co $5,954,527 81,346 3.14% Shares
Ashton Thomas Private Wealth, LLC $5,532,310 75,578 2.92% Shares
CWA Asset Management Group, LLC $5,181,718 70,788 2.73% Shares
HOWARD FINANCIAL SERVICES, LTD. $4,991,255 68,187 2.63% Shares
MORGAN STANLEY $4,864,489 66,454 2.57% Shares
Uniplan Investment Counsel, Inc. $3,528,764 48,207 1.86% Shares
CITADEL ADVISORS LLC $2,800,558 38,259 1.48% Shares
SCS Capital Management LLC $2,387,345 32,614 1.26% Shares
MOODY NATIONAL BANK TRUST DIVISION $2,334,787 31,896 1.23% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,073,020 28,320 1.09% Shares
LPL Financial LLC $2,069,808 28,276 1.09% Shares
CHILTON CAPITAL MANAGEMENT LLC $2,027,494 27,698 1.07% Shares
BANK OF AMERICA CORP /DE/ $1,949,828 26,637 1.03% Shares
Significant Wealth Partners LLC $1,948,877 26,624 1.03% Shares
Blue Trust, Inc. $1,834,026 25,055 0.97% Shares
Mraz, Amerine & Associates, Inc. $1,707,381 23,325 0.90% Shares
Greenfield Seitz Capital Management, LLC $1,690,920 23,100 0.89% Shares
Concurrent Investment Advisors, LLC $1,679,989 22,951 0.89% Shares
Qube Research & Technologies Ltd $1,637,264 22,367 0.86% Shares
Savant Capital, LLC $1,630,788 22,321 0.86% Shares
Clare Market Investments LLC $1,597,590 21,825 0.84% Shares
BWM Planning, LLC $1,577,612 21,552 0.83% Shares
VeraBank, N.A. $1,445,846 19,752 0.76% Shares
Nuveen, LLC $1,389,117 18,977 0.73% Shares
LAZARD ASSET MANAGEMENT LLC $1,296,958 17,718 0.68% Shares
UBS Group AG $1,242,935 16,980 0.66% Shares
49 WEALTH MANAGEMENT, LLC $1,174,787 16,049 0.62% Shares
STIFEL FINANCIAL CORP $1,128,936 15,423 0.60% Shares
MERCER GLOBAL ADVISORS INC /ADV $1,107,792 15,134 0.58% Shares
PFG Advisors $1,086,727 14,846 0.57% Shares
Moors & Cabot, Inc. $1,068,402 14,596 0.56% Shares
RAYMOND JAMES FINANCIAL INC $1,037,261 14,171 0.55% Shares
MCDANIEL TERRY & CO $1,024,800 14,000 0.54% Shares
Sendero Wealth Management, LLC $946,257 12,927 0.50% Shares
AMG National Trust Bank $928,176 12,680 0.49% Shares
MARSHALL WACE, LLP $898,236 12,271 0.47% Shares
RAHLFS CAPITAL, LLC $877,302 11,985 0.46% Shares
WESTWOOD HOLDINGS GROUP INC $876,940 11,980 0.46% Shares
Cetera Investment Advisers $865,525 11,824 0.46% Shares
OSAIC HOLDINGS, INC. $854,276 11,669 0.45% Shares
MOTCO $849,120 11,600 0.45% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $820,718 11,212 0.43% Shares
INDEPENDENT FINANCIAL GROUP, LLC $816,446 11,154 0.43% Shares
Capital Investment Advisors, LLC $808,201 11,041 0.43% Shares

Show all 155 institutional owners →

Peer comparison (GICS sub-industry) Key metrics vs sector peers

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FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SBR · · · · · ·
MNR · 10.1 21.2% 12.2% · ·
KOS · -0.6 -23.1% -54.3% -90.5% ·
PBT · · · · · ·
DMLP · · -5.4% 37.5% · ·
GRNT · 26.1 18.5% 5.4% 3.9% ·
HPK $594M 33.9 -22.7% 2.2% 1.2% ·
INR · 16.6 37.6% 3.9% 8.7% ·
TXO · -24.8 41.8% -5.4% · ·
COP · 14.7 7.7% 13.6% 12.3% ·

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Source: SEC 10-Q filed Aug 7, 2026