Equitable HoldingsXTER:AXJ 77 Dividend Yield % is 1.43% as of Jun. 25, 2026, which is 39% below its 10-year median of 2.34. GuruFocus rates XTER:AXJ with a GF Score™ of 77/100 and a GF Value™ of €37.69. The stock has 5 warning signs investors should review. Among 1,115 Asset Management companies, Equitable Holdings ranks worse than 80.72% on this metric.
As of today (2026-06-25), the Trailing Annual Dividend Yield of Equitable Holdings is 1.43%.
The historical rank and industry rank for Equitable Holdings's Dividend Yield % or its related term are showing as below:
XTER:AXJ'
s Dividend Yield % Range Over the Past 10 Years
Min: 0.6 Med: 2.34 Max: 5.46
Current: 1.43
During the past 12 years, the highest Dividend Yield of Equitable Holdings was 5.46%. The lowest was 0.60%. And the median was 2.34%.
XTER:AXJ's Dividend Yield % is ranked worse than 80.72% of 1115
companies
in the Asset Management industry
Industry Median: 6.03
vs XTER:AXJ: 1.43
During the past 12 months, Equitable Holdings's average Dividends Per Share Growth Rate was 12.50% per year.
During the past 3 years, the average Dividends Per Share Growth Rate was 10.40% per year.
During the past 5 years, the average Dividends Per Share Growth Rate was 9.80% per year.
During the past 12 years, the highest 3-Year average Dividends Per Share Growth Rate of Equitable Holdings was 39.80% per year. The lowest was 9.20% per year. And the median was 10.40% 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.
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.
Equitable Holdings Dividend Yield % Historical Data
* Premium members only.
The historical data trend for Equitable Holdings'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.
XTER:AXJ vs CRBG, IVZ, SEIC: Dividend Yield % Comparison
For the Asset Management subindustry, Equitable Holdings'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.
Equitable Holdings Dividend Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Equitable Holdings's Dividend Yield % distribution charts can be found below:
* The bar in red indicates where Equitable Holdings's Dividend Yield % falls into.
Dividend Yield measures how much a company pays out in dividends each year relative to its share price.
Equitable Holdings Recent Full-Year* Dividend History
Amount
Ex-date
Record Date
Pay Date
Type
Frequency
Forex Rate
USD 0.270000
2026-03-04
2026-03-04
2026-03-11
Cash Dividend
quarterly
USD:EUR 0.851000
USD 0.270000
2025-11-24
2025-11-24
2025-12-01
Cash Dividend
quarterly
USD:EUR 0.865000
* 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.
Equitable Holdings's Trailing Annual Dividend Yield (%) for Today is calculated as
* 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.
Equitable Holdings (XTER:AXJ) has a Dividend Yield % of 1.43% as of Jun. 25, 2026. Dividend yield is the ratio of company dividends to the share price. View historical data on Equitable Holdings and its competitors. This is 39% below median its historical median of 2.34. Over the past decade, Equitable Holdings' Dividend Yield % has ranged from 0.60 to 5.46. According to the industry distribution chart, Equitable Holdings ranks #900 out of 1115 companies in the Asset Management industry, placing it in the top 80.7%.
Is Equitable Holdings' Dividend Yield % too high?
Equitable Holdings' current Dividend Yield % of 1.43% is 39% below median its 10-year median of 2.34. Over the past 10 years, this metric has ranged from a low of 0.60 to a high of 5.46. The Asset Management industry median Dividend Yield % is 6.03. Equitable Holdings' value of 1.43% is 76.3% below this industry median. Based on the distribution chart, Equitable Holdings ranks #900 out of 1115 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Equitable Holdings has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Equitable Holdings' Dividend Yield % compare to CRBG and IVZ?
According to the Asset Management industry distribution chart, Equitable Holdings ranks #900 out of 1115 companies for Dividend Yield %. This places Equitable Holdings in the lower half of its industry. The industry median Dividend Yield % is 6.03. Equitable Holdings' value of 1.43% is 76.3% below this benchmark. Historically, Equitable Holdings' own Dividend Yield % has ranged from 0.60 to 5.46 over the past decade. While the company's 10-year median is 2.34 vs. the industry median of 6.03, 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 Dividend Yield % for an Asset Management company?
The median Dividend Yield % among Asset Management companies is 6.03, based on 1,115 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. Equitable Holdings's current Dividend Yield % of 1.43% is 76.3% 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 Equitable Holdings and its competitors. For the Asset Management industry, the median Dividend Yield % is 6.03 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Equitable Holdings's current Dividend Yield % is 1.43%, which is 39% below median its own 10-year median of 2.34. 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 (XTER:AXJ) has a current Dividend Yield % of 1.43%. The stock's GF Value™ is €37.69, compared to a current price of €32.60 — trading 13.5% below its estimated fair value. The current Dividend Yield % is 1.43%, which is 39% below median its 10-year median of 2.34 and 76.3% below the Asset Management industry median of 6.03. Equitable Holdings' overall GF Score™ is 77/100 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 Equitable Holdings (XTER:AXJ), the current Dividend Yield % is 1.43% as of Jun. 25, 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 (XTER:AXJ) Overvalued in 2026?
Based on GuruFocus' analysis, Equitable Holdings stock appears to be undervalued.
The current stock price of €32.60 is trading 13.5% below its estimated GF Value™ of €37.69.
Key valuation signals for XTER:AXJ:
Dividend Yield %: 1.43% (39% below median its 10-year median of 2.34)
GF Value™: €37.69 vs. price of €32.60 (13.5% below fair value)
Industry Position: 76.3% below the Asset Management median (#900 of 1115)
No single metric tells the full story. See the XTER: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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