your badges 52W Range $37–$38 58% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $37.57
52W Range $37–$38

SROI 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?

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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≈$0.20Paid annually
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Dec 12, 2025$0.20USD—
Dec 23, 2024$0.20USD—
Dec 21, 2023$0.25USD—

Institutional owners (13F) 10 filers · $8.5M 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 10
Value held $8.5M
New positions 2
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-1 vs prior Q) 2 (+1 vs prior Q) 1 (-1 vs prior Q) 3 (+2 vs prior Q) -57K

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
Arlington Financial Advisors, LLC $5,762,078 153,958 67.66% Shares
JANE STREET GROUP, LLC $1,200,261 32,070 14.09% Shares
OSAIC HOLDINGS, INC. $690,165 18,440 8.10% Shares
Calamos Wealth Management LLC $379,166 10,130 4.45% Shares
CITADEL ADVISORS LLC $241,961 6,465 2.84% Shares
SITTNER & NELSON, LLC $239,267 6,393 2.81% Shares
HARBOUR INVESTMENTS, INC. $1,123 30 0.01% Shares
UBS Group AG $749 20 0.01% Shares
City State Bank $749 20 0.01% Shares
SBI Securities Co., Ltd. $561 15 0.01% Shares

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