SOR Source Capital, Inc. Cmn Shs of BI
$46,63
Harga · Agu 19, 2026
Rentang 52M
$44–$50
44% of range
Peringkat Analis
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Target Harga
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P/E (TTM)
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ROE
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Margin Laba Bersih
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SOR Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
Harga
$46.63
Kapitalisasi Pasar
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P/E (TTM)
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EPS (TTM)
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Pendapatan (TTM)
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Imbal Hasil Dividen
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ROE
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D/E Utang/Ekuitas
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Rentang 52M
$44 – $50
SOR Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
Configure
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Pendapatan & Laba Bersih
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EPS
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Arus Kas Bebas
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Margin
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Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
Metrik
Tren 5 Tahun
SOR
Median Rekan
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
Metrik
Tren 5 Tahun
SOR
Median Rekan
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
Metrik
Tren 5 Tahun
SOR
Median Rekan
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
Metrik
Tren 5 Tahun
SOR
Median Rekan
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
Metrik
Tren 5 Tahun
SOR
Median Rekan
Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun
Imbal Hasil Dividen
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Rasio Pembayaran Dividen
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CAGR Dividen 5T
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| Tanggal ex-dividen | Jumlah |
|---|---|
| 15 Juli 2026 | $0,2080 |
| 16 Juni 2026 | $0,2080 |
| 14 Mei 2026 | $0,2080 |
| 15 April 2026 | $0,2080 |
| 13 Maret 2026 | $0,2080 |
| 13 Feb. 2026 | $0,2080 |
| 15 Jan. 2026 | $0,2080 |
| 16 Des. 2025 | $0,2080 |
| 14 Nov. 2025 | $0,2080 |
| 16 Okt. 2025 | $0,2080 |
| 17 Sep. 2025 | $0,2080 |
| 14 Agu 2025 | $0,2080 |
| 16 Juli 2025 | $0,2080 |
| 17 Juni 2025 | $0,2080 |
| 15 Mei 2025 | $0,2080 |
| 16 April 2025 | $0,2080 |
| 14 Maret 2025 | $0,2080 |
| 14 Feb. 2025 | $0,2080 |
| 17 Jan. 2025 | $0,2080 |
| 30 Des. 2024 | $2,6580 |
Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
Laporan Berikutnya
Sep 07, 2026
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| 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 | — | — | — | — | — | — |
Metrik Saya Daftar pantauan pribadi Anda — baris yang dipilih dari Fundamental Lengkap
📊
Pilih metrik yang penting bagi Anda — klik ➕ di sebelah baris mana pun di Fundamental Lengkap di atas.
Pilihan Anda disimpan dan mengikuti Anda di semua ticker.
Pemilik institusional (13F) 59 pengaju · $72.4M total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 8 (+2 vs Kuartal sebelumnya) | 6 (-2 vs Kuartal sebelumnya) | 19 (-1 vs Kuartal sebelumnya) | 15 (-1 vs Kuartal sebelumnya) | +77K |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| DKM Wealth Management, Inc. | $14.393.004 | 313.096 | 19,87% | Saham |
| D.A. DAVIDSON & CO. | $7.673.337 | 166.920 | 10,60% | Saham |
| Shaker Financial Services, LLC | $7.077.818 | 153.966 | 9,77% | Saham |
| DIVERSIFIED MANAGEMENT INC | $5.464.324 | 117.969 | 7,55% | Saham |
| Hara Capital LLC | $4.577.003 | 99.565 | 6,32% | Saham |
| MORGAN STANLEY | $4.177.616 | 90.877 | 5,77% | Saham |
| FIRST TRUST ADVISORS LP | $3.473.217 | 75.554 | 4,80% | Saham |
| Mesirow Financial Investment Management, Inc. | $3.466.524 | 75.409 | 4,79% | Saham |
| RAYMOND JAMES FINANCIAL INC | $2.059.784 | 44.807 | 2,84% | Saham |
| WELLS FARGO & COMPANY/MN | $1.925.362 | 41.883 | 2,66% | Saham |
| Invesco Ltd. | $1.560.773 | 33.952 | 2,16% | Saham |
| Anchor Investment Management, LLC | $1.481.174 | 31.977 | 2,05% | Saham |
| Smith Asset Management Co., LLC | $1.290.010 | 28.062 | 1,78% | Saham |
| US BANCORP \DE\ | $1.140.056 | 24.800 | 1,57% | Saham |
| Keating Financial Advisory Services, Inc. | $1.047.476 | 22.786 | 1,45% | Saham |
| LPL Financial LLC | $966.499 | 21.025 | 1,33% | Saham |
| &PARTNERS | $726.272 | 15.799 | 1,00% | Saham |
| LAKE STREET ADVISORS GROUP, LLC | $711.886 | 15.426 | 0,98% | Saham |
| Chemistry Wealth Management LLC | $652.360 | 14.191 | 0,90% | Saham |
| Baltimore-Washington Financial Advisors, Inc. | $646.660 | 14.067 | 0,89% | Saham |
| BANK OF AMERICA CORP /DE/ | $645.337 | 14.038 | 0,89% | Saham |
| PECAUT & CO. | $625.241 | 13.601 | 0,86% | Saham |
| READYSTATE ASSET MANAGEMENT LP | $564.512 | 12.280 | 0,78% | Saham |
| AE Wealth Management LLC | $540.607 | 11.760 | 0,75% | Saham |
| NWF Advisory Services Inc. | $540.194 | 11.751 | 0,75% | Saham |
| EVOLVE PRIVATE WEALTH, LLC | $490.316 | 10.666 | 0,68% | Saham |
| Pinnacle Financial Partners, Inc. | $475.062 | 10.334 | 0,66% | Saham |
| CARY STREET PARTNERS FINANCIAL LLC | $451.058 | 9.812 | 0,62% | Saham |
| Capital Investment Counsel, Inc | $413.730 | 9.000 | 0,57% | Saham |
| OSAIC HOLDINGS, INC. | $381.218 | 8.290 | 0,53% | Saham |
| Private Advisor Group, LLC | $366.706 | 7.977 | 0,51% | Saham |
| Waypoint Wealth Partners Inc. | $310.219 | 7.154 | 0,43% | Saham |
| Cetera Investment Advisers | $289.808 | 6.304 | 0,40% | Saham |
| UBS Group AG | $255.593 | 5.560 | 0,35% | Saham |
| NewEdge Advisors, LLC | $235.345 | 5.120 | 0,32% | Saham |
| Beacon Pointe Advisors, LLC | $214.864 | 4.674 | 0,30% | Saham |
| ASSETMARK, INC | $164.848 | 3.586 | 0,23% | Saham |
| Align Financial, LLC | $153.796 | 3.346 | 0,21% | Saham |
| JONES FINANCIAL COMPANIES LLLP | $124.216 | 2.766 | 0,17% | Saham |
| AlphaCentric Advisors LLC | $78.149 | 1.700 | 0,11% | Saham |
| Crossingbridge Advisors, LLC | $78.149 | 1.700 | 0,11% | Saham |
| Manchester Capital Management LLC | $69.889 | 1.520 | 0,10% | Saham |
| Key Capital Management, INC | $60.129 | 1.308 | 0,08% | Saham |
| ROYAL BANK OF CANADA | $52.000 | 1.140 | 0,07% | Saham |
| LANARK FINANCIAL, INC. | $51.102 | 1.111 | 0,07% | Saham |
| WOLVERINE ASSET MANAGEMENT LLC | $44.361 | 965 | 0,06% | Saham |
| PNC Financial Services Group, Inc. | $43.672 | 950 | 0,06% | Saham |
| Rockefeller Capital Management L.P. | $41.971 | 913 | 0,06% | Saham |
| WHI TRUST Co LLC | $41.925 | 912 | 0,06% | Saham |
| JPMORGAN CHASE & CO | $32.659 | 717 | 0,05% | Saham |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $32.179 | 700 | 0,04% | Saham |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $22.904 | 495 | 0,03% | Saham |
| MATHER GROUP, LLC. | $10.749 | 234 | 0,01% | Saham |
| CWM, LLC | $3.103 | 67 | 0,00% | Saham |
| Cassaday & Co Wealth Management LLC | $920 | 20 | 0,00% | Saham |
| Janney Montgomery Scott LLC | $340 | 7.388 | 0,00% | Saham |
| Russell Investments Group, Ltd. | $138 | 3 | 0,00% | Saham |
| Motiv8 Investments LLC | $5 | 109 | 0,00% | Saham |
| Colonial Trust Co / SC | $4 | 0 | 0,00% | Saham |
Orang dalam perusahaan 19 orang dalam · 9 pejabat · 7 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| Richard J Atwood | President | 30 Sep. 2020 P | 27.880 | 0 | 0 | $0 |
| Brian A. Selmo | VP & Portfolio Manager | 1 Juni 2023 P | 5.187 | 0 | 0 | $0 |
| Ryan A. Leggio | Vice President - Strategy | 3 April 2023 P | 4.500 | 0 | 0 | $0 |
| Thomas H Atteberry | VP & Portfolio Manager | 2 Okt. 2020 P | 9.044 | 0 | 0 | $0 |
| Mark Landecker | VP & Portfolio Manager | 30 Sep. 2020 A | 5.000 | 0 | 0 | $0 |
| Steven T Romick | VP & Portfolio Manager | 24 Sep. 2020 P | 29.076 | 0 | 0 | $0 |
| Abhijeet V. Patwardhan | Vice President | 3 Okt. 2017 P | 395 | 0 | 0 | $0 |
| Edwin Lake Setzler III | Treasurer | 15 Maret 2016 J | 642 | 0 | 0 | $0 |
| Steven R Geist | SR VP & Fixed-Income Manager | 6 April 2006 P | 500 | 0 | 0 | $0 |
| Sandra Brown | Direktur | 1 Feb. 2024 P | 373 | 0 | 0 | $0 |
| Mark L. Lipson | Direktur | 1 Juni 2023 P | 6.761 | 0 | 0 | $0 |
| Robert A Pisano | Direktur | 5 Juni 2020 P | 750 | 0 | 0 | $0 |
| Allan M Rudnick | Direktur | 11 Feb. 2014 P | 1.800 | 0 | 0 | $0 |
| David Rees | Direktur | 21 Okt. 2013 P | 10.069 | 0 | 0 | $0 |
| Willard H Altman JR | Direktur | 20 Mei 2010 P | 1.012 | 0 | 0 | $0 |
| Alfred E Osborne JR | — | 1 Juli 2021 P | 2.410 | 0 | 0 | $0 |
| Eric S Ende | — | 16 Nov. 2012 P | 1.850 | 0 | 0 | $0 |
| Stephen W Oneil | — | 24 Juni 2011 P | 7.500 | 0 | 0 | $0 |
| Gregory A Herr | — | 20 Nov. 2008 P | 1.209 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Kepemilikan ETF Dimiliki oleh 1 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| FCEF · First Trust Exchange-Traded Fund VI… | 2,41% | 41.741 NS | 31 Mei 2026 | N-PORT |