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SofinaFRA:8FS +0.63%38 3-Year Dividend Growth Rate is 3.80% as of Jun. 2026, which is 28% below its 10-year median of 5.30. GuruFocus rates FRA:8FS with a GF Score™ of 38/100. The stock has 7 warning signs investors should review. Among 843 Asset Management companies, Sofina ranks better than 50.06% on this metric.
The historical rank and industry rank for Sofina's 3-Year Dividend Growth Rate or its related term are showing as below:
FRA:8FS'
s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: -16.1 Med: 5.3 Max: 34.8
Current: 3.8
During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of Sofina was 34.80% per year. The lowest was -16.10% per year. And the median was 5.30% per year.
FRA:8FS's 3-Year Dividend Growth Rate is ranked better than 50.06% of 843
companies
in the Asset Management industry
Industry Median: 3.8
vs FRA:8FS: 3.80
During the past 12 months, Sofina's average Dividends Per Share Growth Rate was 5.40% per year.
During the past 3 years, the average Dividends Per Share Growth Rate was 3.80% per year.
During the past 5 years, the average Dividends Per Share Growth Rate was 3.80% per year.
During the past 10 years, the average Dividends Per Share Growth Rate was 4.20% per year.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average dividends per share growth rate.
During the past 13 years, the highest Dividend Payout Ratio of Sofina was 1.07. The lowest was 0.04. And the median was 0.09.
2. Dividend Yield % measures how much a company pays out in dividends each year relative to its share price.
Sofina Recent Full-Year* Dividend History
Amount
Ex-date
Record Date
Pay Date
Type
Frequency
Forex Rate
EUR 3.660000
2026-05-27
2026-05-28
2026-05-29
Cash Dividend
annually
EUR:EUR 1.000000
* GuruFocus has an internal rule that if the most recent dividend payment frequency is at least 4 times a year, then the full year will be calculated according to the frequency of payment or the one-year time frame, whichever is stricter.
* GuruFocus converts dividend currency to local traded share price currency in order to calculate dividend yield. Please refer to the last column "Forex Rate" in the above table.
Sofina's Dividend Yield (%) for Today is calculated as
Current Share Price is €256.60.
Sofina's Dividends per Share for the trailing twelve months (TTM) ended in Today is €3.66.
During the past 13 years, the highest Dividend Yield of Sofina was 2.00%. The lowest was 0.67%. And the median was 1.47%.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Sofina 3-Year Dividend Growth Rate Related Terms>
FRA:8FS vs BLK, BX, KKR: 3-Year Dividend Growth Rate Comparison
For the Asset Management subindustry, Sofina's 3-Year Dividend Growth Rate, along with its competitors' market caps and 3-Year Dividend Growth Rate data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Sofina 3-Year Dividend Growth Rate vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Sofina's 3-Year Dividend Growth Rate distribution charts can be found below:
* The bar in red indicates where Sofina's 3-Year Dividend Growth Rate falls into.
This is the average annual rate that a company has been raising its dividends. The growth rate is calculated with expontential compound based on the latest four year annual data.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average dividends per share growth rate.
What does a 3-Year Dividend Growth Rate of 3.80% mean?
Sofina (FRA:8FS) has a 3-Year Dividend Growth Rate of 3.80% as of Jun. 2026. 3-Year Dividend Growth Rate is the company's three-year average growth of dividend payout. View historical data on Sofina and its competitors. This is 28% below median its historical median of 5.30. According to the industry distribution chart, Sofina ranks #421 out of 843 companies in the Asset Management industry, placing it in the top 49.9%.
Is Sofina's 3-Year Dividend Growth Rate too high?
Sofina's current 3-Year Dividend Growth Rate of 3.80% is 28% below median its 10-year median of 5.30. The Asset Management industry median 3-Year Dividend Growth Rate is 3.80. Sofina's value of 3.80% is 0% at this industry median. Based on the distribution chart, Sofina ranks #421 out of 843 companies in the Asset Management industry, which is above the industry midpoint. Overall, Sofina has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does Sofina's 3-Year Dividend Growth Rate compare to BLK and BX?
According to the Asset Management industry distribution chart, Sofina ranks #421 out of 843 companies for 3-Year Dividend Growth Rate. This puts Sofina in the upper half of its industry. The industry median 3-Year Dividend Growth Rate is 3.80. Sofina's value of 3.80% is 0% at this benchmark. While the company's 10-year median is 5.30 vs. the industry median of 3.80, Sofina has consistently been at the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Dividend Growth Rate for an Asset Management company?
The median 3-Year Dividend Growth Rate among Asset Management companies is 3.80, based on 843 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year Dividend Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year Dividend Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Sofina's current 3-Year Dividend Growth Rate of 3.80% is 0% at the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Dividend Growth Rate mean?
A high 3-Year Dividend Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year Dividend Growth Rate is the company's three-year average growth of dividend payout. View historical data on Sofina and its competitors. For the Asset Management industry, the median 3-Year Dividend Growth Rate is 3.80 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sofina's current 3-Year Dividend Growth Rate is 3.80%, which is 28% below median its own 10-year median of 5.30. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sofina stock overvalued right now?
Sofina (FRA:8FS) has a current 3-Year Dividend Growth Rate of 3.80%. The current 3-Year Dividend Growth Rate is 3.80%, which is 28% below median its 10-year median of 5.30 and 0% at the Asset Management industry median of 3.80. Sofina's overall GF Score™ is 38/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Dividend Growth Rate calculated?
3-Year Dividend Growth Rate is calculated from a company's financial statements. For Sofina (FRA:8FS), the current 3-Year Dividend Growth Rate is 3.80% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Sofina SA is a long-term oriented, investment holding company that favors allocating capital to entrepreneurs. The company also provides its investees access to a support network. Sofina only takes minority ownership positions in its long-term holdings with capital from its own balance sheet. Its portfolio holdings constitute the majority of its net asset value and come mostly from Europe. A smaller percentage of its net asset value base comes from investments in venture capital and private equity funds, mostly in the United States and in Asia.
38GF Score
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