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ArrowMark FinancialBANX +0.24%60 5-Year Yield-on-Cost % is 11.66 as of Aug. 05, 2026, which is 19% above its 10-year median of 9.83. GuruFocus rates BANX with a GF Score™ of 60/100 and a GF Value™ of $22.66 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 1,112 Asset Management companies, ArrowMark Financial ranks better than 80.4% on this metric.
ArrowMark Financial's yield on cost for the quarter that ended in Dec. 2025 was 11.66.
The historical rank and industry rank for ArrowMark Financial's 5-Year Yield-on-Cost % or its related term are showing as below:
BANX'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 7.96 Med: 9.83 Max: 15.44
Current: 11.66
During the past 13 years, ArrowMark Financial's highest Yield on Cost was 15.44. The lowest was 7.96. And the median was 9.83.
BANX's 5-Year Yield-on-Cost % is ranked better than 80.4% of 1112
companies
in the Asset Management industry
Industry Median: 6.48
vs BANX: 11.66
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
ArrowMark Financial 5-Year Yield-on-Cost % Related Terms
BANX vs OPP, VPV, NRO: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, ArrowMark Financial's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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.
ArrowMark Financial 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, ArrowMark Financial's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where ArrowMark Financial's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
ArrowMark Financial (BANX) has a 5-Year Yield-on-Cost % of 11.66 as of Aug. 05, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on ArrowMark Financial and its competitors. This is 19% above median its historical median of 9.83. Over the past decade, ArrowMark Financial's 5-Year Yield-on-Cost % has ranged from 7.96 to 15.44. According to the industry distribution chart, ArrowMark Financial ranks #218 out of 1112 companies in the Asset Management industry, placing it in the top 19.6%.
Is ArrowMark Financial's 5-Year Yield-on-Cost % too high?
ArrowMark Financial's current 5-Year Yield-on-Cost % of 11.66 is 19% above median its 10-year median of 9.83. Over the past 10 years, this metric has ranged from a low of 7.96 to a high of 15.44. The Asset Management industry median 5-Year Yield-on-Cost % is 6.48. ArrowMark Financial's value of 11.66 is 79.9% above this industry median. Based on the distribution chart, ArrowMark Financial ranks #218 out of 1112 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, ArrowMark Financial has a GF Score™ of 60/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does ArrowMark Financial's 5-Year Yield-on-Cost % compare to OPP and VPV?
According to the Asset Management industry distribution chart, ArrowMark Financial ranks #218 out of 1112 companies for 5-Year Yield-on-Cost %. This places ArrowMark Financial in the top 20% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.48. ArrowMark Financial's value of 11.66 is 79.9% above this benchmark. Historically, ArrowMark Financial's own 5-Year Yield-on-Cost % has ranged from 7.96 to 15.44 over the past decade. While the company's 10-year median is 9.83 vs. the industry median of 6.48, ArrowMark Financial 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 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.48, based on 1,112 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. ArrowMark Financial's current 5-Year Yield-on-Cost % of 11.66 is 79.9% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on ArrowMark Financial and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. ArrowMark Financial's current 5-Year Yield-on-Cost % is 11.66, which is 19% above median its own 10-year median of 9.83. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is ArrowMark Financial stock overvalued right now?
Based on GuruFocus' analysis, ArrowMark Financial (BANX) is currently considered Modestly Undervalued. The stock's GF Value™ is $22.66, compared to a current price of $20.49 — trading 9.6% below its estimated fair value. The current 5-Year Yield-on-Cost % is 11.66, which is 19% above median its 10-year median of 9.83 and 79.9% above the Asset Management industry median of 6.48. ArrowMark Financial's overall GF Score™ is 60/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For ArrowMark Financial (BANX), the current 5-Year Yield-on-Cost % is 11.66 as of Aug. 05, 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 ArrowMark Financial (BANX) Overvalued in 2026?
Based on GuruFocus' analysis, ArrowMark Financial stock appears to be undervalued.
The current stock price of $20.49 is trading 9.6% below its estimated GF Value™ of $22.66.
GuruFocus considers ArrowMark Financial to be Modestly Undervalued.
Key valuation signals for BANX:
5-Year Yield-on-Cost %: 11.66 (19% above median its 10-year median of 9.83)
GF Value™: $22.66 vs. price of $20.49 (9.6% below fair value)
Industry Position: 79.9% above the Asset Management median (#218 of 1112)
No single metric tells the full story. See the BANX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
ArrowMark Financial Corp is a non-diversified, closed-end management investment company. The Fund's objective is to provide stockholders with current income, and to a lesser extent capital appreciation. The company's investments in various portfolios such as debt securities, Trust Preferred and Preferred Securities, preferred securities, exchange-traded funds, money market funds and others.
60GF Score
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