your badges 52W Range $15–$17 26% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $15.29
52W Range $15–$17

SDHY 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≈$1.30Paid monthly
Ex-dateAmountCurrencyYield
Sep 10, 2026$0.11USD≈9.0%
Aug 13, 2026$0.11USD≈8.7%
Jul 9, 2026$0.11USD≈8.8%
Jun 11, 2026$0.11USD≈8.8%
May 14, 2026$0.11USD≈8.8%
Apr 9, 2026$0.11USD≈8.7%
Mar 12, 2026$0.11USD≈8.8%
Feb 12, 2026$0.11USD≈8.4%
Dec 26, 2025$0.11USD≈7.9%
Dec 11, 2025$0.11USD≈8.6%
Nov 13, 2025$0.11USD≈8.6%
Oct 16, 2025$0.11USD≈7.8%
Sep 11, 2025$0.11USD≈8.2%
Aug 14, 2025$0.11USD≈7.7%
Jul 10, 2025$0.11USD≈8.4%
Jun 12, 2025$0.11USD≈8.6%
May 15, 2025$0.11USD≈8.0%
Apr 10, 2025$0.11USD≈9.0%
Mar 13, 2025$0.11USD≈8.6%
Feb 13, 2025$0.11USD≈8.5%

Institutional owners (13F) 60 filers · $167.8M 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 60
Value held $167.8M
New positions 5
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (-7 vs prior Q) 6 (-2 vs prior Q) 22 (-2 vs prior Q) 20 (+3 vs prior Q) +705K

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 $23,860,238 1,455,778 14.22% Shares
Atlas Wealth LLC $18,475,791 1,127,260 11.01% Shares
1607 Capital Partners, LLC $16,048,596 979,170 9.56% Shares
Focus Partners Wealth $12,258,131 747,903 7.31% Shares
Allspring Global Investments Holdings, LLC $10,087,799 615,485 6.01% Shares
WELLS FARGO & COMPANY/MN $9,077,577 553,848 5.41% Shares
UBS Group AG $8,856,205 540,342 5.28% Shares
Pathstone Holdings, LLC $8,030,381 489,956 4.79% Shares
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $7,409,886 452,098 4.42% Shares
Advisors Asset Management, Inc. $6,921,847 420,781 4.13% Shares
Almitas Capital LLC $5,977,007 364,674 3.56% Shares
Invesco Ltd. $4,818,545 293,993 2.87% Shares
RAYMOND JAMES FINANCIAL INC $3,335,939 203,535 1.99% Shares
ENVESTNET ASSET MANAGEMENT INC $2,931,506 178,859 1.75% Shares
RIVERBRIDGE PARTNERS LLC $2,699,661 164,714 1.61% Shares
Thomas J. Herzfeld Advisors, Inc. $2,264,574 138,168 1.35% Shares
LPL Financial LLC $2,024,667 123,531 1.21% Shares
AHL INVESTMENT MANAGEMENT, INC. $2,016,733 120,618 1.20% Shares
ROYAL BANK OF CANADA $1,901,000 115,980 1.13% Shares
Apollon Financial, LLC $1,862,362 113,628 1.11% Shares
OSAIC HOLDINGS, INC. $1,738,413 106,066 1.04% Shares
Closed-End Fund Advisors, Inc. $1,594,632 97,293 0.95% Shares
Logan Stone Capital, LLC $1,559,771 95,166 0.93% Shares
Carnegie Investment Counsel $1,487,671 90,767 0.89% Shares
Secure Asset Management, LLC $1,476,280 90,072 0.88% Shares
Aviance Capital Partners, LLC $1,363,143 83,169 0.81% Shares
EVOLVE PRIVATE WEALTH, LLC $1,162,051 70,900 0.69% Shares
OPPENHEIMER & CO INC $964,814 58,866 0.57% Shares
Shaker Financial Services, LLC $899,500 54,881 0.54% Shares
QUANTIFY CHAOS ADVISORS, LLC $736,598 44,942 0.44% Shares
Rockefeller Capital Management L.P. $597,409 36,449 0.36% Shares
RFG Advisory, LLC $455,978 27,820 0.27% Shares
Noble Wealth Management PBC $436,888 28,686 0.26% Shares
Catalina Capital Group, LLC $406,379 25,367 0.24% Shares
CHOREO, LLC $347,911 21,227 0.21% Shares
Steward Partners Investment Advisory, LLC $318,245 19,417 0.19% Shares
TWIN PEAKS WEALTH ADVISORS, LLC $282,107 17,212 0.17% Shares
Kestra Advisory Services, LLC $256,707 15,662 0.15% Shares
Balyasny Asset Management L.P. $206,662 12,609 0.12% Shares
STIFEL FINANCIAL CORP $200,876 12,256 0.12% Shares
CITADEL ADVISORS LLC $194,123 11,844 0.12% Shares
IFP Advisors, Inc $69,231 4,224 0.04% Shares
Pioneer Family Office, LLC $49,908 3,045 0.03% Shares
Clear Street Group Inc. $26,912 1,642 0.02% Shares
Global Retirement Partners, LLC $25,896 1,580 0.02% Shares
SIT INVESTMENT ASSOCIATES INC $14,219 867,536 0.01% Shares
COMERICA BANK $13,879 844 0.01% Shares
Pinnacle Wealth Planning Services, Inc. $9,654 589 0.01% Shares
Y.D. More Investments Ltd $8,405 97 0.01% Shares
Tower Research Capital LLC (TRC) $6,605 403 0.00% Shares

Show all 60 institutional owners →

Company insiders 4 insiders · 0 officers · 1 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Barry H Evans Director Nov. 21, 2023 S 0 0 0 $0
Robert Cignarella · May 30, 2025 P 42,900 0 0 $0
Michael Lillard · April 25, 2022 P 16,000 0 0 $0
Daniel T Thorogood · March 25, 2022 P 5,000 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
PCEF · Invesco Exchange-Traded Fund Trust … 0.57% 289,497 Oct. 1, 2026 Daily

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