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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Castle Private Equity AGXSWX:CPEN -3.82%27 3-Year Dividend Growth Rate is -19.30% as of Dec. 2025. GuruFocus rates XSWX:CPEN with a GF Score™ of 27/100. The stock has 2 warning signs investors should review. Among 846 Asset Management companies, Castle Private Equity AG ranks worse than 92.08% on this metric.
The historical rank and industry rank for Castle Private Equity AG's 3-Year Dividend Growth Rate or its related term are showing as below:
XSWX:CPEN'
s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: -33.9 Med: -12.65 Max: 45.2
Current: -19.3
During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of Castle Private Equity AG was 45.20% per year. The lowest was -33.90% per year. And the median was -12.65% per year.
XSWX:CPEN's 3-Year Dividend Growth Rate is ranked worse than 92.08% of 846
companies
in the Asset Management industry
Industry Median: 3.8
vs XSWX:CPEN: -19.30
During the past 12 months, Castle Private Equity AG's average Dividends Per Share Growth Rate was 43.60% per year.
During the past 3 years, the average Dividends Per Share Growth Rate was -19.30% 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.
If a company's dividend payout ratio is too high, its dividend may not be sustainable. The dividend payout ratio of Castle Private Equity AG is 9.57, which seems too high.
Warning Sign:
Castle Private Equity AG stock Dividend Yield % is close to 5-year low.
For more information regarding to dividend, please check our Dividend Page.
During the past 13 years, the highest Dividend Payout Ratio of Castle Private Equity AG was 16.54. The lowest was 1.33. And the median was 5.52.
Warning Sign:
If a company's dividend payout ratio is too high, its dividend may not be sustainable. The dividend payout ratio of Castle Private Equity AG is 9.57, which seems too high.
2. Dividend Yield % measures how much a company pays out in dividends each year relative to its share price.
Castle Private Equity AG Recent Full-Year* Dividend History
Amount
Ex-date
Record Date
Pay Date
Type
Frequency
Forex Rate
USD 0.450000
2026-05-19
2026-05-20
2026-05-21
Cash Dividend
annually
USD:CHF 0.785700
* 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.
Castle Private Equity AG's Dividend Yield (%) for Today is calculated as
Current Share Price is CHF2.52.
Castle Private Equity AG's Dividends per Share for the trailing twelve months (TTM) ended in Today is CHF0.353565.
During the past 13 years, the highest Dividend Yield of Castle Private Equity AG was 57.58%. The lowest was 5.97%. And the median was 31.56%.
Warning Sign:
Castle Private Equity AG stock Dividend Yield % is close to 5-year low.
* 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.
Castle Private Equity AG 3-Year Dividend Growth Rate Related Terms>
XSWX:CPEN vs BLK, BX, KKR: 3-Year Dividend Growth Rate Comparison
For the Asset Management subindustry, Castle Private Equity AG'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.
Castle Private Equity AG 3-Year Dividend Growth Rate vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Castle Private Equity AG's 3-Year Dividend Growth Rate distribution charts can be found below:
* The bar in red indicates where Castle Private Equity AG's 3-Year Dividend Growth Rate falls into.
Castle Private Equity AG 3-Year Dividend Growth Rate Calculation
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 -19.30% mean?
Castle Private Equity AG (XSWX:CPEN) has a 3-Year Dividend Growth Rate of -19.30% as of Dec. 2025. 3-Year Dividend Growth Rate is the company's three-year average growth of dividend payout. View historical data on Castle Private Equity AG and its competitors. According to the industry distribution chart, Castle Private Equity AG ranks #779 out of 846 companies in the Asset Management industry, placing it in the top 92.1%.
Is Castle Private Equity AG's 3-Year Dividend Growth Rate too high?
Castle Private Equity AG's current 3-Year Dividend Growth Rate is -19.30%. Based on the distribution chart, Castle Private Equity AG ranks #779 out of 846 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Castle Private Equity AG has a GF Score™ of 27/100, reflecting its overall financial health beyond just this single metric.
How does Castle Private Equity AG's 3-Year Dividend Growth Rate compare to BLK and BX?
According to the Asset Management industry distribution chart, Castle Private Equity AG ranks #779 out of 846 companies for 3-Year Dividend Growth Rate. This places Castle Private Equity AG in the lower half of its industry. The industry median 3-Year Dividend Growth Rate is 3.80. 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 846 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. 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 Castle Private Equity AG 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. Castle Private Equity AG's current 3-Year Dividend Growth Rate is -19.30%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Castle Private Equity AG stock overvalued right now?
Castle Private Equity AG (XSWX:CPEN) has a current 3-Year Dividend Growth Rate of -19.30%. The current 3-Year Dividend Growth Rate is -19.30%. Castle Private Equity AG's overall GF Score™ is 27/100 with 2 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 Castle Private Equity AG (XSWX:CPEN), the current 3-Year Dividend Growth Rate is -19.30% as of Dec. 2025. 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.
Castle Private Equity AG is engaged in private equity investments. Its investment policy aims at maximization of the long-term value advancement by way of realizing the Group's funds by harvesting the portfolio of private equity investments as their underlying assets are realized. The company has a geographic presence in Asia, Europe, North America, and Others.
27GF Score
Get the complete analysis for XSWX:CPEN
3-Year Dividend Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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