Quilter (CHIX:QLTL) 5-Year Yield-on-Cost %: 3.31 (As of Jul. 03, 2026) — 10% Below Median


CHIX:QLTL Quilter PLC CHIX:QLTL
64 GF Score
Price £1.98
GF Value £1.44
Valuation Significantly Overvalued
! 3 Warning Signs
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What is Quilter 5-Year Yield-on-Cost %?

Quilter CHIX:QLTL +1.39% 64 5-Year Yield-on-Cost % is 3.31 as of Jul. 03, 2026, which is 10% below its 10-year median of 3.68. GuruFocus rates CHIX:QLTL with a GF Score™ of 64/100 and a GF Value™ of £1.44 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 1,111 Asset Management companies, Quilter ranks worse than 77.23% on this metric.

Quilter's yield on cost for the quarter that ended in Dec. 2025 was 3.31.


The historical rank and industry rank for Quilter's 5-Year Yield-on-Cost % or its related term are showing as below:

CHIX:QLTl' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.8   Med: 3.68   Max: 8.24
Current: 3.31


During the past 11 years, Quilter's highest Yield on Cost was 8.24. The lowest was 2.80. And the median was 3.68.


CHIX:QLTl's 5-Year Yield-on-Cost % is ranked worse than
77.23% of 1111 companies
in the Asset Management industry
Industry Median: 6.45 vs CHIX:QLTl: 3.31

Quilter  (CHIX:QLTl) 5-Year Yield-on-Cost % Explanation

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.


Quilter 5-Year Yield-on-Cost % Related Terms


CHIX:QLTL vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Quilter'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.


Quilter 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Quilter's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Quilter's 5-Year Yield-on-Cost % falls into.


CHIX:QLTL
64GF Score
Quilter PLC CHIX:QLTL
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Quilter 5-Year Yield-on-Cost % Calculation

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.

Therefore, Yield-on-Cost of Quilter is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 3.31 mean?
Quilter (CHIX:QLTL) has a 5-Year Yield-on-Cost % of 3.31 as of Jul. 03, 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 Quilter and its competitors. This is 10% below median its historical median of 3.68. Over the past decade, Quilter's 5-Year Yield-on-Cost % has ranged from 2.80 to 8.24. According to the industry distribution chart, Quilter ranks #858 out of 1111 companies in the Asset Management industry, placing it in the top 77.2%.
Is Quilter's 5-Year Yield-on-Cost % too high?
Quilter's current 5-Year Yield-on-Cost % of 3.31 is 10% below median its 10-year median of 3.68. Over the past 10 years, this metric has ranged from a low of 2.80 to a high of 8.24. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Quilter's value of 3.31 is 48.7% below this industry median. Based on the distribution chart, Quilter ranks #858 out of 1111 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Quilter has a GF Score™ of 64/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Quilter's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Quilter ranks #858 out of 1111 companies for 5-Year Yield-on-Cost %. This places Quilter in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Quilter's value of 3.31 is 48.7% below this benchmark. Historically, Quilter's own 5-Year Yield-on-Cost % has ranged from 2.80 to 8.24 over the past decade. While the company's 10-year median is 3.68 vs. the industry median of 6.45, Quilter has consistently been below 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 6.45, based on 1,111 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. Quilter's current 5-Year Yield-on-Cost % of 3.31 is 48.7% below 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 Quilter and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Quilter's current 5-Year Yield-on-Cost % is 3.31, which is 10% below median its own 10-year median of 3.68. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Quilter stock overvalued right now?
Based on GuruFocus' analysis, Quilter (CHIX:QLTL) is currently considered Significantly Overvalued. The stock's GF Value™ is £1.44, compared to a current price of £1.98 — trading 37.2% above its estimated fair value. The current 5-Year Yield-on-Cost % is 3.31, which is 10% below median its 10-year median of 3.68 and 48.7% below the Asset Management industry median of 6.45. Quilter's overall GF Score™ is 64/100 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 Quilter (CHIX:QLTL), the current 5-Year Yield-on-Cost % is 3.31 as of Jul. 03, 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 Quilter (CHIX:QLTL) Overvalued in 2026?

Based on GuruFocus' analysis, Quilter stock appears to be overvalued. The current stock price of £1.98 is trading 37.2% above its estimated GF Value™ of £1.44. GuruFocus considers Quilter to be Significantly Overvalued.

Key valuation signals for CHIX:QLTL:

  • 5-Year Yield-on-Cost %: 3.31 (10% below median its 10-year median of 3.68)
  • GF Value™: £1.44 vs. price of £1.98 (37.2% above fair value)
  • GF Score™: 64/100 with 3 warning signs
  • Industry Position: 48.7% below the Asset Management median (#858 of 1111)

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


Quilter Business Description

Address 85 Queen Victoria Street, Senator House, London, GBR, EC4V 4AB
Quilter PLC is a United Kingdom-based Asset Management Company engaged in the wealth management business, providing financial advice, investment solutions, and wealth management to customers in the UK and selected international markets. The group operating segments are High Net Worth, Affluent, and Head Office. The High Net Worth segment comprises Quilter Cheviot and Quilter Cheviot Financial Planning. The Affluent segment comprises Quilter Investment Platform, Quilter Investors, and Quilter Financial Planning. The company derives the majority of its revenue from the Affluent segment.
64GF Score

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

£1.98
Price
£1.44
GF Value