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HAL TrustHALFF -1.31%89 5-Year Yield-on-Cost % is 2.50 as of Jul. 14, 2026, which is 2% below its 10-year median of 2.55. GuruFocus rates HALFF with a GF Score™ of 89/100 and a GF Value™ of $151.77 (Modestly Overvalued). The stock has 6 warning signs investors should review. Among 1,114 Asset Management companies, HAL Trust ranks worse than 83.03% on this metric.
HAL Trust's yield on cost for the quarter that ended in Dec. 2025 was 2.50.
The historical rank and industry rank for HAL Trust's 5-Year Yield-on-Cost % or its related term are showing as below:
HALFF'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.86 Med: 2.55 Max: 4.94
Current: 2.5
During the past 13 years, HAL Trust's highest Yield on Cost was 4.94. The lowest was 1.86. And the median was 2.55.
HALFF's 5-Year Yield-on-Cost % is ranked worse than 83.03% of 1114
companies
in the Asset Management industry
Industry Median: 6.45
vs HALFF: 2.50
HAL Trust (OTCPK:HALFF) 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.
HAL Trust 5-Year Yield-on-Cost % Related Terms
HALFF vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, HAL Trust'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.
HAL Trust 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, HAL Trust's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where HAL Trust'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.
Therefore, Yield-on-Cost of HAL Trust is calculated as
HAL Trust (HALFF) has a 5-Year Yield-on-Cost % of 2.50 as of Jul. 14, 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 HAL Trust and its competitors. This is near median its historical median of 2.55. Over the past decade, HAL Trust's 5-Year Yield-on-Cost % has ranged from 1.86 to 4.94. According to the industry distribution chart, HAL Trust ranks #925 out of 1114 companies in the Asset Management industry, placing it in the top 83%.
Is HAL Trust's 5-Year Yield-on-Cost % too high?
HAL Trust's current 5-Year Yield-on-Cost % of 2.50 is near median its 10-year median of 2.55. Over the past 10 years, this metric has ranged from a low of 1.86 to a high of 4.94. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. HAL Trust's value of 2.50 is 61.2% below this industry median. Based on the distribution chart, HAL Trust ranks #925 out of 1114 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, HAL Trust has a GF Score™ of 89/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does HAL Trust's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, HAL Trust ranks #925 out of 1114 companies for 5-Year Yield-on-Cost %. This places HAL Trust in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. HAL Trust's value of 2.50 is 61.2% below this benchmark. Historically, HAL Trust's own 5-Year Yield-on-Cost % has ranged from 1.86 to 4.94 over the past decade. While the company's 10-year median is 2.55 vs. the industry median of 6.45, HAL Trust 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 1,114 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. HAL Trust's current 5-Year Yield-on-Cost % of 2.50 is 61.2% 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 HAL Trust 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. HAL Trust's current 5-Year Yield-on-Cost % is 2.50, which is near median its own 10-year median of 2.55. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is HAL Trust stock overvalued right now?
Based on GuruFocus' analysis, HAL Trust (HALFF) is currently considered Modestly Overvalued. The stock's GF Value™ is $151.77, compared to a current price of $187.27 — trading 23.4% above its estimated fair value. The current 5-Year Yield-on-Cost % is 2.50, which is near median its 10-year median of 2.55 and 61.2% below the Asset Management industry median of 6.45. HAL Trust's overall GF Score™ is 89/100 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 HAL Trust (HALFF), the current 5-Year Yield-on-Cost % is 2.50 as of Jul. 14, 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 HAL Trust (HALFF) Overvalued in 2026?
Based on GuruFocus' analysis, HAL Trust stock appears to be overvalued.
The current stock price of $187.27 is trading 23.4% above its estimated GF Value™ of $151.77.
GuruFocus considers HAL Trust to be Modestly Overvalued.
Key valuation signals for HALFF:
5-Year Yield-on-Cost %: 2.50 (near median its 10-year median of 2.55)
GF Value™: $151.77 vs. price of $187.27 (23.4% above fair value)
Industry Position: 61.2% below the Asset Management median (#925 of 1114)
No single metric tells the full story. See the HALFF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
HAL Trust is an investment company. The company's reportable segments include Unquoted, Quoted interests, Real estate, and Liquid portfolio. It generates majority of its revenue from the Quoted interests segment which comprises both the company's consolidated and unconsolidated interests in publicly traded entities that are not in scope of the Liquid portfolio segment. Geographically, the company operates in Europe, USA & Canada, Asia, and Other. It generates maximum revenue from Europe.
89GF Score
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