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Financial Services

Becker Value Equity Fund Institutional Class(BVEIX)

Live Price

Offline

$22.62

+0.18% today

1Y Change

+5.50%

Window

Jun 30, 2025 โ†’ Jun 26, 2026

Market Cap
$100.00M
Revenue Growth
0.0%
EPS Growth
0.0%
Dividend Yield
0.0%

Coverage: 249 bars ยท Jun 30, 2025 โ†’ Jun 26, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Becker Value Equity Fund Institutional Class (BVEIX) is a Financial Services stock with a market cap of $100.00M. The stock last traded around $22.62 and up 5.5% across the available one-year price window (Jun 30, 2025 โ†’ Jun 26, 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 BVEIX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Edge

BVEIX vs SPY, QQQ, and Sector ETFs

Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.

Shared 1Y chart + MAX history table

Relative Read

BVEIX trails SPY

BVEIX is 12.48 pts behind over the shared 1Y window.

BVEIX had 1.98 pts deeper max drawdown than SPY.

BVEIX beat SPY in 1 of 2 calendar years shown and trailed in 1.

BVEIX

+5.50%

Normalized return

SPY

+17.99%

S&P 500

Excess Return

-12.48 pts

Relative to SPY

BVEIX Max Drawdown

-11.11%

Trailing 1Y

SPY Max Drawdown

-9.13%

Trailing 1Y

BVEIXSPY

Calendar-Year Returns

Uses the longest available daily history for BVEIX and SPY.

YearBVEIXSPYExcessLeader
2026+9.17%+6.71%+2.46 ptsBVEIX
2025-3.22%+11.19%-14.41 ptsSPY

BVEIX Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Annual

Dividend Yield

No active yield

Trailing 12M Payout

$2.03

Last Payout

$2.03
Ex: Dec 5, 2025 ยท Pay: Dec 5, 2025
Ex-DateRecordPayDividendAdjFrequency
Dec 5, 2025Dec 4, 2025Dec 5, 2025$2.03$2.03Annual
Dec 6, 2024Dec 5, 2024Dec 6, 2024$1.25$1.25Annual
Dec 8, 2023Dec 7, 2023Dec 8, 2023$2.12$2.12Annual
Dec 9, 2022Dec 8, 2022Dec 9, 2022$1.57$1.57Annual
Dec 10, 2021Dec 9, 2021Dec 10, 2021$2.63$2.63Annual
Dec 18, 2020Dec 17, 2020Dec 18, 2020$0.48$0.48Annual
Dec 13, 2019Dec 12, 2019Dec 13, 2019$0.44$0.44Annual
Dec 14, 2018Dec 13, 2018Dec 14, 2018$1.44$1.44Annual
Dec 15, 2017Dec 14, 2017Dec 15, 2017$1.01$1.01Annual
Dec 16, 2016Dec 14, 2016Dec 15, 2016$1.38$1.38Annual
Dec 18, 2015Dec 17, 2015Dec 18, 2015$1.35$1.35Annual
Dec 19, 2014Dec 18, 2014Dec 19, 2014$1.57$1.57Annual
Dec 20, 2013Dec 19, 2013Dec 20, 2013$1.43$1.43Annual
Dec 21, 2012Dec 20, 2012Dec 21, 2012$0.23$0.23Irregular
No upcoming dividends in the next 90 days

Next Step

Go deeper on income quality

Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.