Insignia Financial's yield on cost for the quarter that ended in Dec. 2025 was 0.00.
The historical rank and industry rank for Insignia Financial's 5-Year Yield-on-Cost % or its related term are showing as below:
During the past 13 years, Insignia Financial's highest Yield on Cost was 16.32. The lowest was 3.97. And the median was 6.63.
IOOFF's 5-Year Yield-on-Cost % is not ranked *
in the Asset Management industry.
Industry Median: 6.445 * Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
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.
Insignia Financial 5-Year Yield-on-Cost % Related Terms
IOOFF vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Insignia 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.
Insignia Financial 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Insignia Financial's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Insignia 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.
Insignia Financial (IOOFF) has a 5-Year Yield-on-Cost % of 0.00 as of Jul. 12, 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 Insignia Financial and its competitors. Over the past decade, Insignia Financial's 5-Year Yield-on-Cost % has ranged from 3.97 to 16.32.
Is Insignia Financial's 5-Year Yield-on-Cost % too high?
Insignia Financial's current 5-Year Yield-on-Cost % is 0.00. Over the past 10 years, this metric has ranged from a low of 3.97 to a high of 16.32. Overall, Insignia Financial has a GF Score™ of 35/100, reflecting its overall financial health beyond just this single metric.
How does Insignia Financial's 5-Year Yield-on-Cost % compare to BLK and BX?
Insignia Financial's 5-Year Yield-on-Cost % of 0.00 can be compared against companies in the Asset Management industry. The industry median 5-Year Yield-on-Cost % is 6.45. Historically, Insignia Financial's own 5-Year Yield-on-Cost % has ranged from 3.97 to 16.32 over the past decade. 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. 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 Insignia Financial 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. Insignia Financial's current 5-Year Yield-on-Cost % is 0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Insignia Financial stock overvalued right now?
Insignia Financial (IOOFF) has a current 5-Year Yield-on-Cost % of 0.00. The stock's GF Value™ is $0.58, compared to a current price of $1.30 — trading 124.1% above its estimated fair value. The current 5-Year Yield-on-Cost % is 0.00. Insignia Financial's overall GF Score™ is 35/100 with 9 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 Insignia Financial (IOOFF), the current 5-Year Yield-on-Cost % is 0.00 as of Jul. 12, 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 Insignia Financial (IOOFF) Overvalued in 2026?
Based on GuruFocus' analysis, Insignia Financial stock appears to be overvalued.
The current stock price of $1.30 is trading 124.1% above its estimated GF Value™ of $0.58.
Key valuation signals for IOOFF:
5-Year Yield-on-Cost %: 0.00
GF Value™: $0.58 vs. price of $1.30 (124.1% above fair value)
No single metric tells the full story. See the IOOFF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Insignia Financial (formerly IOOF) provides wealth-management advice and products via a multibranded strategy, and a vertically integrated business model. Insignia's advice business provides financial planning services to both the mass affluent and high-net-worth clients. It also services non-Insignia advisors, providing compliance and other administrative services. Furthermore, Insignia offers platform products, which generates fees mainly from superannuation and non-superannuation investments accessed via its own platforms. It also derives revenue via some third-party platforms sourced from its aligned advisors. Lastly, the firm has an investment management segment.
35GF Score
Get the complete analysis for IOOFF
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
IOOFF has been successfully added to your 