SofinaSTU:8FS -2.65%30 Dividend Yield % is 1.66% as of Jun. 24, 2026, which is 12% above its 10-year median of 1.48. GuruFocus rates STU:8FS with a GF Score™ of 30/100. The stock has 5 warning signs investors should review. Among 1,114 Asset Management companies, Sofina ranks worse than 87.43% on this metric.
As of today (2026-06-24), the Trailing Annual Dividend Yield of Sofina is 1.66%.
Good Sign:
Sofina SA stock Dividend Yield % is close to 5-year high.
The historical rank and industry rank for Sofina's Dividend Yield % or its related term are showing as below:
STU:8FS'
s Dividend Yield % Range Over the Past 10 Years
Min: 0.67 Med: 1.48 Max: 2
Current: 1.66
During the past 13 years, the highest Dividend Yield of Sofina was 2.00%. The lowest was 0.67%. And the median was 1.48%.
STU:8FS's Dividend Yield % is ranked worse than 87.43% of 1114
companies
in the Asset Management industry
Industry Median: 6.04
vs STU:8FS: 1.66
If a company's dividend payout ratio is too high, its dividend may not be sustainable. The dividend payout ratio of Sofina SA is 1.07, which seems too high.
During the past 13 years, the highest Dividend Payout Ratio of Sofina was 1.07. The lowest was 0.04. And the median was 0.09.
During the past 12 months, Sofina's average Dividends Per Share Growth Rate was 4.50% per year.
During the past 3 years, the average Dividends Per Share Growth Rate was 3.80% per year.
During the past 5 years, the average Dividends Per Share Growth Rate was 3.80% per year.
During the past 10 years, the average Dividends Per Share Growth Rate was 4.20% per year.
During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of Sofina was 34.80% per year. The lowest was -16.10% per year. And the median was 5.30% per year.
The growth rate is calculated with least square regression.
For more information regarding to dividend, please check our Dividend Page.
* Please note that "special dividend" is not included in the calculation of dividend per share and related fields.
Sofina (STU:8FS) Dividend Yield % Explanation
Over the long term, the return from dividends has been a significant contributor to the total returns produced by equity securities. Studies by Elroy Dimson, Paul Marsh, and Mike Staunton of Princeton University (2002) found that a market-oriented portfolio, which included reinvested dividends, would have generated nearly 85 times the wealth generated by the same portfolio relying solely on capital gains.
Dividends may also qualify a lower tax rate for investors.
In dividends investing, Payout Ratio and Dividend Growth Rate are the two most important variables for consideration. A lower payout ratio may indicate that the company has more room to increase its dividends.
The historical data trend for Sofina's Dividend Yield % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
STU:8FS vs BLK, BX, KKR: Dividend Yield % Comparison
For the Asset Management subindustry, Sofina's Dividend Yield %, along with its competitors' market caps and Dividend Yield % 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.
Sofina Dividend Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Sofina's Dividend Yield % distribution charts can be found below:
* The bar in red indicates where Sofina's Dividend Yield % falls into.
Dividend Yield measures how much a company pays out in dividends each year relative to its share price.
Sofina Recent Full-Year* Dividend History
Amount
Ex-date
Record Date
Pay Date
Type
Frequency
Forex Rate
EUR 3.660000
2026-05-27
2026-05-28
2026-05-29
Cash Dividend
annually
EUR:EUR 1.000000
* GuruFocus has an internal rule that if the most recent dividend payment frequency is at least 4 times a year, then the full year will be calculated according to the frequency of payment or the one-year time frame, whichever is stricter.
* GuruFocus converts dividend currency to local traded share price currency in order to calculate dividend yield. Please refer to the last column "Forex Rate" in the above table.
Sofina's Trailing Annual Dividend Yield (%) for Today is calculated as
Trailing Annual Dividend Yield
=
Most Recent Full Year Dividend
/
Current Share Price
=
3.66
/
220.20
=
1.66 %
Current Share Price is €220.20. Sofina's Dividends per Share for the trailing twelve months (TTM) ended in Today is €3.66.
Sofina's Forward Annual Dividend Yield (%) for Today is calculated as
Forward Annual Dividend Yield
=
Forward Full Year Dividend
/
Current Share Price
=
3.66
/
220.20
=
1.66 %
Current Share Price is €220.20. Sofina's Dividends per Share for the forward twelve months is calculated as €3.66 * 1 = €3.66.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Sofina (STU:8FS) has a Dividend Yield % of 1.66% as of Jun. 24, 2026. Dividend yield is the ratio of company dividends to the share price. View historical data on Sofina and its competitors. This is 12% above median its historical median of 1.48. Over the past decade, Sofina's Dividend Yield % has ranged from 0.67 to 2.00. According to the industry distribution chart, Sofina ranks #974 out of 1114 companies in the Asset Management industry, placing it in the top 87.4%.
Is Sofina's Dividend Yield % too high?
Sofina's current Dividend Yield % of 1.66% is 12% above median its 10-year median of 1.48. Over the past 10 years, this metric has ranged from a low of 0.67 to a high of 2.00. The Asset Management industry median Dividend Yield % is 6.04. Sofina's value of 1.66% is 72.5% below this industry median. Based on the distribution chart, Sofina ranks #974 out of 1114 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Sofina has a GF Score™ of 30/100, reflecting its overall financial health beyond just this single metric.
How does Sofina's Dividend Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, Sofina ranks #974 out of 1114 companies for Dividend Yield %. This places Sofina in the lower half of its industry. The industry median Dividend Yield % is 6.04. Sofina's value of 1.66% is 72.5% below this benchmark. Historically, Sofina's own Dividend Yield % has ranged from 0.67 to 2.00 over the past decade. While the company's 10-year median is 1.48 vs. the industry median of 6.04, Sofina 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 Dividend Yield % for an Asset Management company?
The median Dividend Yield % among Asset Management companies is 6.04, based on 1,114 companies in the industry. Companies in the top quartile (top 25%) have a Dividend Yield % significantly above this median, while those in the bottom quartile fall well below. However, Dividend Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Sofina's current Dividend Yield % of 1.66% is 72.5% 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 Dividend Yield % mean?
A high Dividend Yield % can signal that a stock is expensive relative to its fundamentals. Dividend yield is the ratio of company dividends to the share price. View historical data on Sofina and its competitors. For the Asset Management industry, the median Dividend Yield % is 6.04 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sofina's current Dividend Yield % is 1.66%, which is 12% above median its own 10-year median of 1.48. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sofina stock overvalued right now?
Sofina (STU:8FS) has a current Dividend Yield % of 1.66%. The current Dividend Yield % is 1.66%, which is 12% above median its 10-year median of 1.48 and 72.5% below the Asset Management industry median of 6.04. Sofina's overall GF Score™ is 30/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Dividend Yield % calculated?
Dividend Yield % is calculated from a company's financial statements. For Sofina (STU:8FS), the current Dividend Yield % is 1.66% as of Jun. 24, 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.
Sofina SA is a long-term oriented, investment holding company that favors allocating capital to entrepreneurs. The company also provides its investees access to a support network. Sofina only takes minority ownership positions in its long-term holdings with capital from its own balance sheet. Its portfolio holdings constitute the majority of its net asset value and come mostly from Europe. A smaller percentage of its net asset value base comes from investments in venture capital and private equity funds, mostly in the United States and in Asia.
30GF Score
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