Financial Services
Live Price
Offline$45.53
+0.80% today
1Y Change
+0.11%
Window
Jun 30, 2025 โ Jun 25, 2026
Coverage: 248 bars ยท Jun 30, 2025 โ Jun 25, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Boston Trust Equity Fund (BTEFX) is a Financial Services stock with a market cap of $230.00M. The stock last traded around $45.53 and up 0.1% across the available one-year price window (Jun 30, 2025 โ Jun 25, 2026). Baseline metrics include revenue growth of 0.0%, EPS growth of 0.0%, a dividend yield of 0.0%. What stands out right now is revenue 0.0%, EPS 0.0%, free cash flow 0.0% with operating margin 0.0% and ROIC 0.0%. Stock Foundry combines BTEFX 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
BTEFX is 18.74 pts behind over the shared 1Y window.
BTEFX had 3.78 pts deeper max drawdown than SPY.
BTEFX beat SPY in 0 of 2 calendar years shown and trailed in 2.
BTEFX
+0.11%
Normalized return
SPY
+18.85%
S&P 500
Excess Return
-18.74 pts
Relative to SPY
BTEFX Max Drawdown
-12.91%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for BTEFX and SPY.
| Year | BTEFX | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +0.47% | +6.71% | -6.24 pts | SPY |
| 2025 | +0.38% | +11.19% | -10.82 pts | SPY |
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
No active yield
Trailing 12M Payout
$3.30
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Dec 16, 2025 | Dec 15, 2025 | Dec 17, 2025 | $3.30 | $3.30 | Annual |
| Dec 12, 2024 | Dec 11, 2024 | Dec 13, 2024 | $1.11 | $1.11 | Annual |
| Dec 12, 2023 | Dec 11, 2023 | Dec 13, 2023 | $0.62 | $0.62 | Annual |
| Dec 13, 2022 | Dec 12, 2022 | Dec 14, 2022 | $1.10 | $1.10 | Annual |
| Dec 14, 2021 | Dec 13, 2021 | Dec 15, 2021 | $1.10 | $1.10 | Annual |
| Dec 15, 2020 | Dec 14, 2020 | Dec 16, 2020 | $0.93 | $0.93 | Annual |
| Dec 10, 2019 | Dec 9, 2019 | Dec 11, 2019 | $0.27 | $0.27 | Annual |
| Dec 11, 2018 | Dec 10, 2018 | Dec 12, 2018 | $0.41 | $0.41 | Annual |
| Dec 12, 2017 | Dec 11, 2017 | Dec 13, 2017 | $0.61 | $0.61 | Annual |
| Dec 8, 2016 | Dec 7, 2016 | Dec 9, 2016 | $1.35 | $1.35 | Annual |
| Dec 10, 2015 | Dec 9, 2015 | Dec 11, 2015 | $1.46 | $1.46 | Annual |
| Dec 11, 2014 | Dec 10, 2014 | Dec 12, 2014 | $0.58 | $0.58 | Annual |
| Dec 18, 2013 | Dec 17, 2013 | Dec 19, 2013 | $0.18 | $0.18 | Annual |
| Dec 31, 2012 | Dec 28, 2012 | Jan 2, 2013 | $0.03 | $0.03 | Special |
| Dec 11, 2012 | Dec 10, 2012 | Dec 12, 2012 | $0.16 | $0.16 | Annual |
| Dec 8, 2011 | Dec 7, 2011 | Dec 9, 2011 | $0.13 | $0.13 | Annual |
| Dec 9, 2010 | โ | โ | $0.11 | $0.11 | Annual |
| Dec 10, 2009 | โ | โ | $0.10 | $0.10 | Annual |
| Jan 2, 2009 | โ | โ | $0.01 | $0.01 | Irregular |
| Dec 11, 2008 | โ | โ | $0.09 | $0.09 | Annual |
| Dec 12, 2007 | โ | โ | $0.38 | $0.38 | Annual |
| Dec 12, 2006 | โ | โ | $0.35 | $0.35 | Annual |
| Dec 8, 2005 | โ | โ | $0.20 | $0.20 | Annual |
| Dec 9, 2004 | โ | โ | $0.27 | $0.27 | Annual |
| Dec 10, 2003 | โ | โ | $0.02 | $0.02 | Irregular |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.