Helia GroupASX:HLI +0.18%71 Shareholder Yield % is 11.91% as of Dec. 2025, which is 24% below its 10-year median of 15.62. GuruFocus rates ASX:HLI with a GF Score™ of 71/100 and a GF Value™ of A$3.97 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 491 Insurance companies, Helia Group ranks better than 94.3% on this metric.
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return.
As of today, Helia Group's Shareholder Yield % was 11.91%.
Helia Group (ASX:HLI) Shareholder Yield % Explanation
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."
Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.
Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.
Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.
Helia Group Shareholder Yield % Related Terms
Helia Group Shareholder Yield % Historical Data
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The historical data trend for Helia Group's Shareholder Yield % can be seen below:
* 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.
ASX:HLI vs FNF, AXS, FAF: Shareholder Yield % Comparison
For the Insurance - Specialty subindustry, Helia Group's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % 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.
Helia Group Shareholder Yield % vs Insurance Industry
For the Insurance industry and Financial Services sector, Helia Group's Shareholder Yield % distribution charts can be found below:
* The bar in red indicates where Helia Group's Shareholder Yield % falls into.
* 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.
* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.
Helia Group (ASX:HLI) has a Shareholder Yield % of 11.91% as of Dec. 2025. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Helia Group and its competitors. This is 24% below median its historical median of 15.62. Over the past decade, Helia Group's Shareholder Yield % has ranged from 1.76 to 28.14. According to the industry distribution chart, Helia Group ranks #28 out of 491 companies in the Insurance industry, placing it in the top 5.7%.
Is Helia Group's Shareholder Yield % too high?
Helia Group's current Shareholder Yield % of 11.91% is 24% below median its 10-year median of 15.62. Over the past 10 years, this metric has ranged from a low of 1.76 to a high of 28.14. The Insurance industry median Shareholder Yield % is 2.77. Helia Group's value of 11.91% is 330% above this industry median. Based on the distribution chart, Helia Group ranks #28 out of 491 companies in the Insurance industry, which is in the top quartile — a strong position relative to peers. Overall, Helia Group has a GF Score™ of 71/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helia Group's Shareholder Yield % compare to FNF and AXS?
According to the Insurance industry distribution chart, Helia Group ranks #28 out of 491 companies for Shareholder Yield %. This places Helia Group in the top 6% of its industry — outperforming the majority of peers. The industry median Shareholder Yield % is 2.77. Helia Group's value of 11.91% is 330% above this benchmark. Historically, Helia Group's own Shareholder Yield % has ranged from 1.76 to 28.14 over the past decade. While the company's 10-year median is 15.62 vs. the industry median of 2.77, Helia Group has consistently been above 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 Shareholder Yield % for an Insurance company?
The median Shareholder Yield % among Insurance companies is 2.77, based on 491 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Helia Group's current Shareholder Yield % of 11.91% is 330% above 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 Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Helia Group and its competitors. For the Insurance industry, the median Shareholder Yield % is 2.77 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helia Group's current Shareholder Yield % is 11.91%, which is 24% below median its own 10-year median of 15.62. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helia Group stock overvalued right now?
Based on GuruFocus' analysis, Helia Group (ASX:HLI) is currently considered Significantly Overvalued. The stock's GF Value™ is A$3.97, compared to a current price of A$5.59 — trading 40.8% above its estimated fair value. The current Shareholder Yield % is 11.91%, which is 24% below median its 10-year median of 15.62 and 330% above the Insurance industry median of 2.77. Helia Group's overall GF Score™ is 71/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For Helia Group (ASX:HLI), the current Shareholder Yield % is 11.91% 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.
Is Helia Group (ASX:HLI) Overvalued in 2026?
Based on GuruFocus' analysis, Helia Group stock appears to be overvalued.
The current stock price of A$5.59 is trading 40.8% above its estimated GF Value™ of A$3.97.
GuruFocus considers Helia Group to be Significantly Overvalued.
Key valuation signals for ASX:HLI:
Shareholder Yield %: 11.91% (24% below median its 10-year median of 15.62)
GF Value™: A$3.97 vs. price of A$5.59 (40.8% above fair value)
Industry Position: 330% above the Insurance median (#28 of 491)
No single metric tells the full story. See the ASX:HLI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Helia listed on the Australian Securities Exchange in 2014 after its US-based parent, Genworth Financial (NYSE: GNW), sold down its stake. It has since exited. With a history spanning over 50 years, Helia is the largest provider of lenders' mortgage insurance, or LMI, in Australia. In Australia, LMI is predominantly purchased on loans with a loan/value ratio, or LVR, above 80%. LMI protects a lender against a potential loss (gap) between the outstanding loan amount and sale proceeds on a delinquent loan property. LMI does not protect the borrower, however the premium is paid by the borrower. It's regulated by the Australian Prudential Regulation Authority, which requires it to meet minimum regulatory capital requirements.
71GF Score
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