Financial Services
Live Price
Offline$18.93
+0.53% today
1Y Change
+5.30%
Window
Jun 30, 2025 → Jun 18, 2026
Coverage: 244 bars · Jun 30, 2025 → Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Boston Trust Walden Small Cap Fund (BOSOX) is a Financial Services stock with a market cap of $990.00M. The stock last traded around $18.93 and up 5.3% across the available one-year price window (Jun 30, 2025 → Jun 18, 2026). Baseline metrics include revenue growth of +18.5%, EPS growth of -167.6%, a dividend yield of 4.2%. What stands out right now is revenue +18.5%, EPS -167.6%, free cash flow +20.8% with operating margin -9.1% and ROIC -1.2%. The dividend matters to the case here, with a current yield around 4.2%. Valuation already assumes a fairly strong business story at price/sales 10.3. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines BOSOX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
BOSOX is 15.56 pts behind over the shared 1Y window.
BOSOX had 2.05 pts deeper max drawdown than SPY.
BOSOX beat SPY in 1 of 2 calendar years shown and trailed in 1.
BOSOX
+5.30%
Normalized return
SPY
+20.86%
S&P 500
Excess Return
-15.56 pts
Relative to SPY
BOSOX Max Drawdown
-11.19%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for BOSOX and SPY.
| Year | BOSOX | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +9.46% | +6.71% | +2.75 pts | BOSOX |
| 2025 | -2.76% | +11.19% | -13.96 pts | SPY |
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
4.22%
Trailing 12M Payout
$0.73
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Dec 16, 2025 | Dec 15, 2025 | Dec 17, 2025 | $0.73 | $0.73 | Annual |
| Dec 12, 2024 | Dec 11, 2024 | Dec 13, 2024 | $1.17 | $1.17 | Annual |
| Dec 12, 2023 | Dec 11, 2023 | Dec 13, 2023 | $0.13 | $0.13 | Annual |
| Dec 13, 2022 | Dec 12, 2022 | Dec 14, 2022 | $0.79 | $0.79 | Annual |
| Dec 14, 2021 | Dec 13, 2021 | Dec 15, 2021 | $1.60 | $1.60 | Annual |
| Dec 15, 2020 | Dec 14, 2020 | Dec 16, 2020 | $0.15 | $0.15 | Annual |
| Mar 30, 2020 | Mar 27, 2020 | Mar 31, 2020 | $0.24 | $0.24 | Quarterly |
| Dec 10, 2019 | Dec 9, 2019 | Dec 11, 2019 | $0.94 | $0.94 | Annual |
| Dec 11, 2018 | Dec 10, 2018 | Dec 12, 2018 | $1.94 | $1.94 | Annual |
| Dec 12, 2017 | Dec 11, 2017 | Dec 13, 2017 | $1.34 | $1.34 | Annual |
| Dec 8, 2016 | Dec 7, 2016 | Dec 9, 2016 | $0.45 | $0.45 | Annual |
| Dec 10, 2015 | Dec 9, 2015 | Dec 11, 2015 | $2.27 | $2.27 | Annual |
| Dec 11, 2014 | Dec 10, 2014 | Dec 12, 2014 | $1.07 | $1.07 | Annual |
| Dec 18, 2013 | Dec 17, 2013 | Dec 19, 2013 | $1.18 | $1.18 | Annual |
| Dec 31, 2012 | Dec 28, 2012 | Jan 2, 2013 | $0.03 | $0.03 | Monthly |
| Dec 11, 2012 | Dec 10, 2012 | Dec 12, 2012 | $0.45 | $0.45 | Annual |
| Dec 8, 2011 | Dec 7, 2011 | Dec 9, 2011 | $0.97 | $0.97 | Annual |
| Dec 9, 2010 | — | — | $0.45 | $0.45 | Annual |
| Dec 10, 2009 | — | — | $0.01 | $0.01 | Annual |
| Dec 11, 2008 | — | — | $0.01 | $0.01 | Annual |
| Dec 12, 2007 | — | — | $0.02 | $0.02 | Annual |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.