your badges 52W Range $44–$50 12% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $44.95
52W Range $44–$50

SOR 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≈$2.50Paid monthly
Ex-dateAmountCurrencyYield
Sep 16, 2026$0.21USD≈5.9%
Aug 13, 2026$0.21USD≈5.8%
Jul 15, 2026$0.21USD≈5.8%
Jun 16, 2026$0.21USD≈5.9%
May 14, 2026$0.21USD≈5.9%
Apr 15, 2026$0.21USD≈5.8%
Mar 13, 2026$0.21USD≈5.8%
Feb 13, 2026$0.21USD≈5.6%
Jan 15, 2026$0.21USD≈5.6%
Dec 16, 2025$0.21USD≈11.2%
Nov 14, 2025$0.21USD≈11.3%
Oct 16, 2025$0.21USD≈11.3%
Sep 17, 2025$0.21USD≈11.5%
Aug 14, 2025$0.21USD≈11.8%
Jul 16, 2025$0.21USD≈11.8%
Jun 17, 2025$0.21USD≈12.2%
May 15, 2025$0.21USD≈12.1%
Apr 16, 2025$0.21USD≈13.0%
Mar 14, 2025$0.21USD≈12.4%
Feb 14, 2025$0.21USD≈12.1%

Institutional owners (13F) 58 filers · $73.7M 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 58
Value held $73.7M
New positions 8
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (+2 vs prior Q) 6 (-2 vs prior Q) 18 (-1 vs prior Q) 18 (0 vs prior Q) +70K

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
DKM Wealth Management, Inc. $14,393,004 313,096 19.53% Shares
D.A. DAVIDSON & CO. $7,673,337 166,920 10.41% Shares
Shaker Financial Services, LLC $7,077,818 153,966 9.61% Shares
DIVERSIFIED MANAGEMENT INC $5,464,324 117,969 7.42% Shares
Hara Capital LLC $4,577,003 99,565 6.21% Shares
MORGAN STANLEY $4,177,616 90,877 5.67% Shares
FIRST TRUST ADVISORS LP $3,473,217 75,554 4.71% Shares
Mesirow Financial Investment Management, Inc. $3,466,524 75,409 4.70% Shares
WELLS FARGO & COMPANY/MN $3,103,138 67,504 4.21% Shares
RAYMOND JAMES FINANCIAL INC $2,667,036 58,017 3.62% Shares
Invesco Ltd. $1,560,773 33,952 2.12% Shares
Anchor Investment Management, LLC $1,321,954 28,757 1.79% Shares
Smith Asset Management Co., LLC $1,290,010 28,062 1.75% Shares
US BANCORP \DE\ $1,140,056 24,800 1.55% Shares
Keating Financial Advisory Services, Inc. $1,047,476 22,786 1.42% Shares
LPL Financial LLC $966,499 21,025 1.31% Shares
&PARTNERS $726,272 15,799 0.99% Shares
OSAIC HOLDINGS, INC. $694,963 15,115 0.94% Shares
Chemistry Wealth Management LLC $652,360 14,191 0.89% Shares
Baltimore-Washington Financial Advisors, Inc. $646,660 14,067 0.88% Shares
BANK OF AMERICA CORP /DE/ $645,337 14,038 0.88% Shares
PECAUT & CO. $625,241 13,601 0.85% Shares
READYSTATE ASSET MANAGEMENT LP $564,512 12,280 0.77% Shares
AE Wealth Management LLC $540,607 11,760 0.73% Shares
NWF Advisory Services Inc. $540,194 11,751 0.73% Shares
EVOLVE PRIVATE WEALTH, LLC $490,316 10,666 0.67% Shares
Pinnacle Financial Partners, Inc. $475,062 10,334 0.64% Shares
CARY STREET PARTNERS FINANCIAL LLC $451,058 9,812 0.61% Shares
Capital Investment Counsel, Inc $413,730 9,000 0.56% Shares
Private Advisor Group, LLC $366,706 7,977 0.50% Shares
Waypoint Wealth Partners Inc. $310,219 7,154 0.42% Shares
Cetera Investment Advisers $289,808 6,304 0.39% Shares
UBS Group AG $255,593 5,560 0.35% Shares
NewEdge Advisors, LLC $235,345 5,120 0.32% Shares
Beacon Pointe Advisors, LLC $214,864 4,674 0.29% Shares
ASSETMARK, INC $164,848 3,586 0.22% Shares
Align Financial, LLC $153,796 3,346 0.21% Shares
JONES FINANCIAL COMPANIES LLLP $124,216 2,766 0.17% Shares
ROYAL BANK OF CANADA $83,000 1,815 0.11% Shares
AlphaCentric Advisors LLC $78,149 1,700 0.11% Shares
Crossingbridge Advisors, LLC $78,149 1,700 0.11% Shares
Manchester Capital Management LLC $69,889 1,520 0.09% Shares
Key Capital Management, INC $60,129 1,308 0.08% Shares
LANARK FINANCIAL, INC. $51,102 1,111 0.07% Shares
PNC Financial Services Group, Inc. $45,971 1,000 0.06% Shares
WOLVERINE ASSET MANAGEMENT LLC $44,361 965 0.06% Shares
Rockefeller Capital Management L.P. $41,971 913 0.06% Shares
WHI TRUST Co LLC $41,925 912 0.06% Shares
JPMORGAN CHASE & CO $32,659 717 0.04% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $32,179 700 0.04% Shares

Show all 58 institutional owners →

Company insiders 19 insiders · 9 officers · 7 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Richard J Atwood President Sept. 30, 2020 P 27,880 0 0 $0
Brian A. Selmo VP & Portfolio Manager June 1, 2023 P 5,187 0 0 $0
Ryan A. Leggio Vice President - Strategy April 3, 2023 P 4,500 0 0 $0
Thomas H Atteberry VP & Portfolio Manager Oct. 2, 2020 P 9,044 0 0 $0
Mark Landecker VP & Portfolio Manager Sept. 30, 2020 A 5,000 0 0 $0
Steven T Romick VP & Portfolio Manager Sept. 24, 2020 P 29,076 0 0 $0
Abhijeet V. Patwardhan Vice President Oct. 3, 2017 P 395 0 0 $0
Edwin Lake Setzler III Treasurer March 15, 2016 J 642 0 0 $0
Steven R Geist SR VP & Fixed-Income Manager April 6, 2006 P 500 0 0 $0
Sandra Brown Director Feb. 1, 2024 P 373 0 0 $0
Mark L. Lipson Director June 1, 2023 P 6,761 0 0 $0
Robert A Pisano Director June 5, 2020 P 750 0 0 $0
Allan M Rudnick Director Feb. 11, 2014 P 1,800 0 0 $0
David Rees Director Oct. 21, 2013 P 10,069 0 0 $0
Willard H Altman JR Director May 20, 2010 P 1,012 0 0 $0
Alfred E Osborne JR · July 1, 2021 P 2,410 0 0 $0
Eric S Ende · Nov. 16, 2012 P 1,850 0 0 $0
Stephen W Oneil · June 24, 2011 P 7,500 0 0 $0
Gregory A Herr · Nov. 20, 2008 P 1,209 0 0 $0

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

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
SOR · · · · · ·
CRBG · -44.4 -1.2% · · ·
EQH · -9.9 -6.1% · · ·
JXN $7.13B -444.4 104.3% 0.40% 0.27% ·
VOYA $6.99B 11.8 1.7% 8.0% 14.6% ·
ALRS $572M 33.1 1.1% 7.8% 3.3% ·
NEWT · · · · · ·

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