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Private Equity Holding AGXSWX:PEHN +1.28%31 Dividend Yield % is 1.58% as of Aug. 10, 2026, which is 42% below its 10-year median of 2.73. GuruFocus rates XSWX:PEHN with a GF Score™ of 31/100. The stock has 3 warning signs investors should review. Among 1,110 Asset Management companies, Private Equity Holding AG ranks worse than 88.29% on this metric.
During the past 12 months, Private Equity Holding AG's average Dividends Per Share Growth Rate was -0.40% per year.
During the past 3 years, the average Dividends Per Share Growth Rate was -21.20% per year.
During the past 5 years, the average Dividends Per Share Growth Rate was 1.50% per year.
During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of Private Equity Holding AG was 24.10% per year. The lowest was -21.20% per year. And the median was -6.25% 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.
Private Equity Holding AG (XSWX:PEHN) 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.
* 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.
XSWX:PEHN vs BLK, BX, KKR: Dividend Yield % Comparison
For the Asset Management subindustry, Private Equity Holding AG'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.
Private Equity Holding AG Dividend Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Private Equity Holding AG's Dividend Yield % distribution charts can be found below:
* The bar in red indicates where Private Equity Holding AG's Dividend Yield % falls into.
Private Equity Holding AG Dividend Yield % Calculation
Dividend Yield measures how much a company pays out in dividends each year relative to its share price.
Private Equity Holding AG Recent Full-Year* Dividend History
Amount
Ex-date
Record Date
Pay Date
Type
Frequency
Forex Rate
CHF 1.000000
2026-07-08
2026-07-09
2026-07-10
Cash Dividend
annually
CHF:CHF 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.
* 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.
Private Equity Holding AG (XSWX:PEHN) has a Dividend Yield % of 1.58% as of Aug. 10, 2026. Dividend yield is the ratio of company dividends to the share price. View historical data on Private Equity Holding AG and its competitors. This is 42% below median its historical median of 2.73. Over the past decade, Private Equity Holding AG's Dividend Yield % has ranged from 0.51 to 4.45. According to the industry distribution chart, Private Equity Holding AG ranks #980 out of 1110 companies in the Asset Management industry, placing it in the top 88.3%.
Is Private Equity Holding AG's Dividend Yield % too high?
Private Equity Holding AG's current Dividend Yield % of 1.58% is 42% below median its 10-year median of 2.73. Over the past 10 years, this metric has ranged from a low of 0.51 to a high of 4.45. The Asset Management industry median Dividend Yield % is 5.83. Private Equity Holding AG's value of 1.58% is 72.9% below this industry median. Based on the distribution chart, Private Equity Holding AG ranks #980 out of 1110 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Private Equity Holding AG has a GF Score™ of 31/100, reflecting its overall financial health beyond just this single metric.
How does Private Equity Holding AG's Dividend Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, Private Equity Holding AG ranks #980 out of 1110 companies for Dividend Yield %. This places Private Equity Holding AG in the lower half of its industry. The industry median Dividend Yield % is 5.83. Private Equity Holding AG's value of 1.58% is 72.9% below this benchmark. Historically, Private Equity Holding AG's own Dividend Yield % has ranged from 0.51 to 4.45 over the past decade. While the company's 10-year median is 2.73 vs. the industry median of 5.83, Private Equity Holding AG 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 5.83, based on 1,110 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. Private Equity Holding AG's current Dividend Yield % of 1.58% is 72.9% 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 Private Equity Holding AG and its competitors. For the Asset Management industry, the median Dividend Yield % is 5.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Private Equity Holding AG's current Dividend Yield % is 1.58%, which is 42% below median its own 10-year median of 2.73. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Private Equity Holding AG stock overvalued right now?
Private Equity Holding AG (XSWX:PEHN) has a current Dividend Yield % of 1.58%. The current Dividend Yield % is 1.58%, which is 42% below median its 10-year median of 2.73 and 72.9% below the Asset Management industry median of 5.83. Private Equity Holding AG's overall GF Score™ is 31/100 with 3 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 Private Equity Holding AG (XSWX:PEHN), the current Dividend Yield % is 1.58% as of Aug. 10, 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.
Private Equity Holding AG offers institutional and private investors the opportunity to invest in a broadly diversified private equity portfolio within a simple legal and tax-optimized structure. The company's investment is managed by Alpha Associates. Their business model consists of Investing in Private Equity Fund, Acquisition of Fund interest on the Secondary markets, and direct co-investments. It has a presence in the United States of America, Europe, and the Rest of the World.
31GF Score
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