Equitable HoldingsSTU:AXJ -1.11%72 Shareholder Yield % is 6.88% as of Mar. 2026, which is 22% below its 10-year median of 8.80. GuruFocus rates STU:AXJ with a GF Score™ of 72/100 and a GF Value™ of €45.32 (Modestly Undervalued). The stock has 5 warning signs investors should review. Among 1,474 Asset Management companies, Equitable Holdings ranks better than 64.31% 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, Equitable Holdings's Shareholder Yield % was 6.88%.
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.
Equitable Holdings Shareholder Yield % Related Terms
Equitable Holdings Shareholder Yield % Historical Data
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The historical data trend for Equitable Holdings'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.
STU:AXJ vs PSLV, IVZ, PS: Shareholder Yield % Comparison
For the Asset Management subindustry, Equitable Holdings'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.
Equitable Holdings Shareholder Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Equitable Holdings's Shareholder Yield % distribution charts can be found below:
* The bar in red indicates where Equitable Holdings'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.
Equitable Holdings (STU:AXJ) has a Shareholder Yield % of 6.88% as of Mar. 2026. 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 Equitable Holdings and its competitors. This is 22% below median its historical median of 8.80. According to the industry distribution chart, Equitable Holdings ranks #526 out of 1474 companies in the Asset Management industry, placing it in the top 35.7%.
Is Equitable Holdings' Shareholder Yield % too high?
Equitable Holdings' current Shareholder Yield % of 6.88% is 22% below median its 10-year median of 8.80. The Asset Management industry median Shareholder Yield % is 4.23. Equitable Holdings' value of 6.88% is 62.6% above this industry median. Based on the distribution chart, Equitable Holdings ranks #526 out of 1474 companies in the Asset Management industry, which is above the industry midpoint. Overall, Equitable Holdings has a GF Score™ of 72/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Equitable Holdings' Shareholder Yield % compare to PSLV and IVZ?
According to the Asset Management industry distribution chart, Equitable Holdings ranks #526 out of 1474 companies for Shareholder Yield %. This puts Equitable Holdings in the upper half of its industry. The industry median Shareholder Yield % is 4.23. Equitable Holdings' value of 6.88% is 62.6% above this benchmark. While the company's 10-year median is 8.80 vs. the industry median of 4.23, Equitable Holdings 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 Asset Management company?
The median Shareholder Yield % among Asset Management companies is 4.23, based on 1,474 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. Equitable Holdings's current Shareholder Yield % of 6.88% is 62.6% 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 Equitable Holdings and its competitors. For the Asset Management industry, the median Shareholder Yield % is 4.23 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Equitable Holdings's current Shareholder Yield % is 6.88%, which is 22% below median its own 10-year median of 8.80. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Equitable Holdings stock overvalued right now?
Based on GuruFocus' analysis, Equitable Holdings (STU:AXJ) is currently considered Modestly Undervalued. The stock's GF Value™ is €45.32, compared to a current price of €39.37 — trading 13.1% below its estimated fair value. The current Shareholder Yield % is 6.88%, which is 22% below median its 10-year median of 8.80 and 62.6% above the Asset Management industry median of 4.23. Equitable Holdings' overall GF Score™ is 72/100 with 5 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 Equitable Holdings (STU:AXJ), the current Shareholder Yield % is 6.88% as of Mar. 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.
Is Equitable Holdings (STU:AXJ) Overvalued in 2026?
Based on GuruFocus' analysis, Equitable Holdings stock appears to be undervalued.
The current stock price of €39.37 is trading 13.1% below its estimated GF Value™ of €45.32.
GuruFocus considers Equitable Holdings to be Modestly Undervalued.
Key valuation signals for STU:AXJ:
Shareholder Yield %: 6.88% (22% below median its 10-year median of 8.80)
GF Value™: €45.32 vs. price of €39.37 (13.1% below fair value)
Industry Position: 62.6% above the Asset Management median (#526 of 1474)
No single metric tells the full story. See the STU:AXJ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segments. The Retirement segment generates the majority of revenue and offers annuities, retirement savings plans, institutional savings products, and includes the spread lending business. The Asset Management segment provides diversified investment management and related services globally through Institutional, Retail, and Private Wealth channels and reflects the business of AB. The Wealth Management segment offers advisory accounts, financial planning and advice, life insurance, and annuity products. Revenues are earned predominantly from fee income, income from investments, and insurance premiums.
72GF Score
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