Univa Oak Holdings (TSE:3113) Shareholder Yield % : -8.34% (As of Mar. 2026)


TSE:3113 Univa Oak Holdings Ltd TSE:3113
49 GF Score
Price 円75.00
GF Value 円58.55
Valuation Modestly Overvalued
! 7 Warning Signs
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What is Univa Oak Holdings Shareholder Yield %?

Univa Oak Holdings TSE:3113 +1.35% 49 Shareholder Yield % is -8.34% as of Mar. 2026. GuruFocus rates TSE:3113 with a GF Score™ of 49/100 and a GF Value™ of 円58.55 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 1,488 Asset Management companies, Univa Oak Holdings ranks worse than 85.75% 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, Univa Oak Holdings's Shareholder Yield % was -8.34%.


Univa Oak Holdings  (TSE:3113) 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."

Shareholder Yield % is calculated by three components: Dividend Yield %, Buyback Yield %, and Net Debt Paydown Yield %.

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.


Univa Oak Holdings Shareholder Yield % Related Terms


Univa Oak Holdings Shareholder Yield % Historical Data

* Premium members only.

The historical data trend for Univa Oak 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.

Univa Oak Holdings Shareholder Yield % Chart

Univa Oak Holdings Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Shareholder Yield %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -21.98 0.82 0.41 -5.42 -8.94

Univa Oak Holdings Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
Shareholder Yield % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.41 -8.27 -5.42 -3.48 -8.94

TSE:3113 vs BLK, BX, KKR: Shareholder Yield % Comparison

For the Asset Management subindustry, Univa Oak 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.


Univa Oak Holdings Shareholder Yield % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Univa Oak Holdings's Shareholder Yield % distribution charts can be found below:

* The bar in red indicates where Univa Oak Holdings's Shareholder Yield % falls into.


TSE:3113
49GF Score
Univa Oak Holdings Ltd TSE:3113
Shareholder Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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Univa Oak Holdings Shareholder Yield % Calculation

Univa Oak Holdings's Shareholder Yield % for the quarter that ended in Mar. 2026 is calculated as:

Shareholder Yield %=Dividend Yield %+Buyback Yield %+Net Debt Paydown Yield %
=0.00 %+-0.01 %+-8.93 %
=-8.94 %

* 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.

Frequently Asked Questions Learn more about Shareholder Yield % →
What does a Shareholder Yield % of -8.34% mean?
Univa Oak Holdings (TSE:3113) has a Shareholder Yield % of -8.34% 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 Univa Oak Holdings and its competitors. According to the industry distribution chart, Univa Oak Holdings ranks #1276 out of 1488 companies in the Asset Management industry, placing it in the top 85.8%.
Is Univa Oak Holdings' Shareholder Yield % too high?
Univa Oak Holdings' current Shareholder Yield % is -8.34%. Based on the distribution chart, Univa Oak Holdings ranks #1276 out of 1488 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Univa Oak Holdings has a GF Score™ of 49/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Univa Oak Holdings' Shareholder Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, Univa Oak Holdings ranks #1276 out of 1488 companies for Shareholder Yield %. This places Univa Oak Holdings in the lower half of its industry. The industry median Shareholder Yield % is 4.08. 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 4.08, based on 1,488 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. 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 Univa Oak Holdings and its competitors. For the Asset Management industry, the median Shareholder Yield % is 4.08 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Univa Oak Holdings's current Shareholder Yield % is -8.34%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Univa Oak Holdings stock overvalued right now?
Based on GuruFocus' analysis, Univa Oak Holdings (TSE:3113) is currently considered Modestly Overvalued. The stock's GF Value™ is 円58.55, compared to a current price of 円75.00 — trading 28.1% above its estimated fair value. The current Shareholder Yield % is -8.34%. Univa Oak Holdings' overall GF Score™ is 49/100 with 7 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 Univa Oak Holdings (TSE:3113), the current Shareholder Yield % is -8.34% 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 Univa Oak Holdings (TSE:3113) Overvalued in 2026?

Based on GuruFocus' analysis, Univa Oak Holdings stock appears to be overvalued. The current stock price of 円75.00 is trading 28.1% above its estimated GF Value™ of 円58.55. GuruFocus considers Univa Oak Holdings to be Modestly Overvalued.

Key valuation signals for TSE:3113:

  • Shareholder Yield %: -8.34%
  • GF Value™: 円58.55 vs. price of 円75.00 (28.1% above fair value)
  • GF Score™: 49/100 with 7 warning signs

No single metric tells the full story. See the TSE:3113 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Univa Oak Holdings Business Description

Address 8-10-24 Akasaka, Minato-ku, Sumitomo Fudosan Akasaka Bldg. 6F, Tokyo, JPN, 107-0052
Univa Oak Holdings Ltd formerly Oak Capital Corp is a Japan-based company engaged in the investment banking business. The company operates through three business investment bank, business investment and brand investment. Its investment bank business is involved in the investments in the area of merger and acquisition and initial public offerings and other companies. It also invests in various projects through business investment. The company's brand investment business comprises of investments in branded power companies to improve corporate value.
49GF Score

Get the complete analysis for TSE:3113

Shareholder Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

円75.00
Price
円58.55
GF Value