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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, Phoenix Financial's Shareholder Yield % was -2.89%.
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.
Phoenix Financial Shareholder Yield % Related Terms
Phoenix Financial Shareholder Yield % Historical Data
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The historical data trend for Phoenix Financial'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.
XTAE:PHOE vs BRK.A, AIG, HIG: Shareholder Yield % Comparison
For the Insurance - Diversified subindustry, Phoenix Financial'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.
Phoenix Financial Shareholder Yield % vs Insurance Industry
For the Insurance industry and Financial Services sector, Phoenix Financial's Shareholder Yield % distribution charts can be found below:
* The bar in red indicates where Phoenix Financial'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.
Phoenix Financial (XTAE:PHOE) has a Shareholder Yield % of -2.89% as of Jun. 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 Phoenix Financial and its competitors. According to the industry distribution chart, Phoenix Financial ranks #415 out of 483 companies in the Insurance industry, placing it in the top 85.9%.
Is Phoenix Financial's Shareholder Yield % too high?
Phoenix Financial's current Shareholder Yield % is -2.89%. Based on the distribution chart, Phoenix Financial ranks #415 out of 483 companies in the Insurance industry, which is in the bottom quartile relative to peers. Overall, Phoenix Financial has a GF Score™ of 77/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Phoenix Financial's Shareholder Yield % compare to BRK.A and AIG?
According to the Insurance industry distribution chart, Phoenix Financial ranks #415 out of 483 companies for Shareholder Yield %. This places Phoenix Financial in the lower half of its industry. The industry median Shareholder Yield % is 2.89. 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 2.89, based on 483 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 Phoenix Financial and its competitors. For the Insurance industry, the median Shareholder Yield % is 2.89 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Phoenix Financial's current Shareholder Yield % is -2.89%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Phoenix Financial stock overvalued right now?
Based on GuruFocus' analysis, Phoenix Financial (XTAE:PHOE) is currently considered Significantly Overvalued. The stock's GF Value™ is ₪78.01, compared to a current price of ₪186.40 — trading 138.9% above its estimated fair value. The current Shareholder Yield % is -2.89%. Phoenix Financial's overall GF Score™ is 77/100 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 Phoenix Financial (XTAE:PHOE), the current Shareholder Yield % is -2.89% 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.
Is Phoenix Financial (XTAE:PHOE) Overvalued in 2026?
Based on GuruFocus' analysis, Phoenix Financial stock appears to be overvalued.
The current stock price of ₪186.40 is trading 138.9% above its estimated GF Value™ of ₪78.01.
GuruFocus considers Phoenix Financial to be Significantly Overvalued.
Key valuation signals for XTAE:PHOE:
Shareholder Yield %: -2.89%
GF Value™: ₪78.01 vs. price of ₪186.40 (138.9% above fair value)
No single metric tells the full story. See the XTAE:PHOE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Phoenix Financial Ltd is an Israel-based investment and financial services company with over $200 billion in assets under management. The company operates across multi-line insurance and asset management activities, including fund management, wealth solutions, retirement, advisory, brokerage, employee stock option administration, and credit origination. Phoenix Financial is listed on the Tel Aviv Stock Exchange and is a constituent of the TA-35, MSCI World, MSCI Israel, FTSE Developed, and Bloomberg Developed Markets indices.
77GF Score
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