Financial Services
Live Price
Offline$21.61
-0.55% today
1Y Change
+2.70%
Window
Jun 27, 2025 → Jun 22, 2026
Coverage: 246 bars · Jun 27, 2025 → Jun 22, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Baron WealthBuilder Fund Retail Shares (BWBFX) is a Financial Services stock with a market cap of $500.00M. The stock last traded around $21.61 and up 2.7% across the available one-year price window (Jun 27, 2025 → Jun 22, 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 BWBFX 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.
BWBFX
—
Normalized return
SPY
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S&P 500
Excess Return
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Relative to SPY
BWBFX Max Drawdown
-15.86%
Trailing 1Y
SPY Max Drawdown
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Trailing 1Y
Uses the longest available daily history for BWBFX and SPY.
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
No active yield
Trailing 12M Payout
$1.60
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Dec 18, 2025 | Dec 17, 2025 | Dec 19, 2025 | $1.32 | $1.32 | Quarterly |
| Sep 23, 2025 | Sep 22, 2025 | Sep 24, 2025 | $0.28 | $0.28 | Annual |
| Dec 19, 2024 | Dec 18, 2024 | Dec 20, 2024 | $0.15 | $0.15 | Annual |
| Dec 13, 2023 | — | — | $0.01 | $0.01 | Annual |
| Sep 27, 2022 | Sep 26, 2022 | Sep 28, 2022 | $0.46 | $0.46 | Special |
| Dec 2, 2021 | Dec 1, 2021 | Dec 3, 2021 | $0.82 | $0.82 | Irregular |
| Oct 5, 2021 | Oct 4, 2021 | Oct 6, 2021 | $0.37 | $0.37 | Annual |
| Dec 1, 2020 | Nov 30, 2020 | Dec 2, 2020 | $0.08 | $0.08 | Quarterly |
| Sep 24, 2020 | Sep 23, 2020 | Sep 25, 2020 | $0.17 | $0.17 | Annual |
| Sep 27, 2019 | Sep 26, 2019 | Sep 30, 2019 | $0.43 | $0.43 | Annual |
| Dec 4, 2018 | Dec 3, 2018 | Dec 5, 2018 | $0.01 | $0.01 | Irregular |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.