Equitable HoldingsFRA:AXJ +1.51%77 5-Year Yield-on-Cost % is 3.77 as of Jul. 11, 2026, which is 1% above its 10-year median of 3.73. GuruFocus rates FRA:AXJ with a GF Score™ of 77/100 and a GF Value™ of €44.90. The stock has 6 warning signs investors should review. Among 1,113 Asset Management companies, Equitable Holdings ranks worse than 72.33% on this metric.
Equitable Holdings's yield on cost for the quarter that ended in Mar. 2026 was 3.77.
The historical rank and industry rank for Equitable Holdings's 5-Year Yield-on-Cost % or its related term are showing as below:
FRA:AXJ'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.96 Med: 3.73 Max: 8.71
Current: 3.77
During the past 12 years, Equitable Holdings's highest Yield on Cost was 8.71. The lowest was 0.96. And the median was 3.73.
FRA:AXJ's 5-Year Yield-on-Cost % is ranked worse than 72.33% of 1113
companies
in the Asset Management industry
Industry Median: 6.39
vs FRA:AXJ: 3.77
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.
Equitable Holdings 5-Year Yield-on-Cost % Related Terms
FRA:AXJ vs PSLV, IVZ, PS: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Equitable Holdings'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.
Equitable Holdings 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Equitable Holdings's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Equitable Holdings'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.
Equitable Holdings (FRA:AXJ) has a 5-Year Yield-on-Cost % of 3.77 as of Jul. 11, 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 Equitable Holdings and its competitors. This is near median its historical median of 3.73. Over the past decade, Equitable Holdings' 5-Year Yield-on-Cost % has ranged from 0.96 to 8.71. According to the industry distribution chart, Equitable Holdings ranks #805 out of 1113 companies in the Asset Management industry, placing it in the top 72.3%.
Is Equitable Holdings' 5-Year Yield-on-Cost % too high?
Equitable Holdings' current 5-Year Yield-on-Cost % of 3.77 is near median its 10-year median of 3.73. Over the past 10 years, this metric has ranged from a low of 0.96 to a high of 8.71. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. Equitable Holdings' value of 3.77 is 41% below this industry median. Based on the distribution chart, Equitable Holdings ranks #805 out of 1113 companies in the Asset Management industry, which is below the industry midpoint. Overall, Equitable Holdings has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Equitable Holdings' 5-Year Yield-on-Cost % compare to PSLV and IVZ?
According to the Asset Management industry distribution chart, Equitable Holdings ranks #805 out of 1113 companies for 5-Year Yield-on-Cost %. This places Equitable Holdings in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.39. Equitable Holdings' value of 3.77 is 41% below this benchmark. Historically, Equitable Holdings' own 5-Year Yield-on-Cost % has ranged from 0.96 to 8.71 over the past decade. While the company's 10-year median is 3.73 vs. the industry median of 6.39, Equitable Holdings 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 6.39, based on 1,113 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. Equitable Holdings's current 5-Year Yield-on-Cost % of 3.77 is 41% 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 Equitable Holdings and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Equitable Holdings's current 5-Year Yield-on-Cost % is 3.77, which is near median its own 10-year median of 3.73. 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?
Equitable Holdings (FRA:AXJ) has a current 5-Year Yield-on-Cost % of 3.77. The stock's GF Value™ is €44.90, compared to a current price of €40.23 — trading 10.4% below its estimated fair value. The current 5-Year Yield-on-Cost % is 3.77, which is near median its 10-year median of 3.73 and 41% below the Asset Management industry median of 6.39. Equitable Holdings' overall GF Score™ is 77/100 with 6 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 Equitable Holdings (FRA:AXJ), the current 5-Year Yield-on-Cost % is 3.77 as of Jul. 11, 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 (FRA:AXJ) Overvalued in 2026?
Based on GuruFocus' analysis, Equitable Holdings stock appears to be undervalued.
The current stock price of €40.23 is trading 10.4% below its estimated GF Value™ of €44.90.
Key valuation signals for FRA:AXJ:
5-Year Yield-on-Cost %: 3.77 (near median its 10-year median of 3.73)
GF Value™: €44.90 vs. price of €40.23 (10.4% below fair value)
Industry Position: 41% below the Asset Management median (#805 of 1113)
No single metric tells the full story. See the FRA: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.
77GF 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.
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