Structured JSON API for this factor page: https://sharemaestro.com/factors/api/strategies/shareholder-yield/

🔄 Shareholder Yield

As of 19 Jul 2026· 4872 passing· 5070 in universe

Dividends alone miss half the picture. Shareholder yield adds net buybacks. O'Shaughnessy found shareholder yield a better predictor of future returns than dividends alone. Pure ranking by yield — no quality gate — as in the original book.

4872
Passing
0.6054
Avg OS
0.7288
Value
0.443
Quality
0.336
Momentum
5070
Universe

Opportunity Map

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Axes show percentile rank within holdings. Bubble size = . Colour = . Hover for detail, click to open ticker.

Strategy Insights

Factor analysis · Risk profile · Composition▾

Factor Pillars

Holdings vs Universe

Standouts

Highest & lowest OS

Sector Concentration

Allocation risk

Risk Profile

Volatility distribution

Quality Gate

Piotroski F-Score

Size Profile

Market cap distribution

Performance Analytics

7 rebalance periods · 2026-06-07 → 2026-07-19▾
-1.42%
Cumulative Return
7
Rebalance Periods

Yearly Returns

Monthly Returns

Growth of $100

Top Shareholder Yield Picks

Top 10 of 4872▾

All Shareholder Yield Holdings

4872 names⊞ Open in Screener▾

Shareholder Yield — Top 4872

# Ticker Company Sector OS Score Value % Quality % Mom % P/E ROE Vol
1 TAK Takeda Pharmaceutical Co Lt… Healthcare 0.950 0.970 0.700 0.670 0.3 0.025 0.21
2 BAYA Bayview Acquisition Corp Cl… Financial Services 0.710 0.590 0.580 0.590 — -0.053 0.07
3 RITR Reitar Logtech Holdings Lim… Industrials 0.390 0.440 0.430 0.440 1.5 0.048 1.23
4 AFJK Aimei Health Technology Co.… Financial Services 0.730 0.610 0.590 0.600 41.3 0.114 3.22
5 MOMO Hello Group Inc Communication Services 0.860 0.990 0.770 0.090 1.2 0.068 0.26
6 BTX BlackRock Technology and Pr… Financial Services 0.550 0.250 0.810 0.710 107.6 0.009 0.25
7 GOTU Gaotu Techedu Inc DRC Consumer Defensive 0.560 0.930 0.160 0.030 — -0.336 6.15
8 VISN CommScope Holding Company, … Technology 0.980 0.950 0.760 0.980 4560.3 0.000 1.18
9 YHNA YHN Acquisition I Limited O… Financial Services 0.260 0.390 0.370 0.380 53.3 0.274 0.04
10 SPKL Spark I Acquisition Corp. C… Financial Services 0.340 0.420 0.410 0.420 — -0.019 0.20
11 RFAI RF Acquisition Corp II Ordi… Financial Services 0.400 0.450 0.430 0.440 38.6 0.064 0.04
12 HTT High Templar Tech Limited S… Financial Services 0.590 0.900 0.140 0.170 1.0 0.034 0.59
13 FSHP Flag Ship Acquisition Corp.… Financial Services 0.600 0.540 0.520 0.530 39.8 0.047 0.05
14 CSAN Cosan SA ADR Energy 0.820 0.940 0.680 0.100 — -2.749 0.55
15 VIPS Vipshop Holdings Limited Consumer Cyclical 0.870 0.990 0.710 0.210 0.9 0.182 0.33
16 FINV FinVolution Group Financial Services 0.830 0.990 0.690 0.040 0.5 0.136 0.48
17 ARI Apollo Commercial Real Esta… Real Estate 0.830 0.840 0.800 0.210 7.2 0.070 0.36
18 SQFT Presidio Property Trust Real Estate 0.410 0.450 0.440 0.450 — -0.578 1.05
19 TASK Taskus Inc Technology 0.880 0.960 0.910 0.090 5.1 0.384 0.54
20 ONFO Onfolio Holdings Inc Communication Services 0.450 0.470 0.450 0.460 — 30.208 1.61
21 PAGS PagSeguro Digital Ltd Technology 0.950 0.970 0.710 0.680 1.2 0.149 0.39
22 JD JD.com Inc Adr Consumer Cyclical 0.680 0.980 0.170 0.180 2.9 0.064 0.30
23 ANGI ANGI Homeservices Inc Communication Services 0.620 0.960 0.240 0.020 12.5 0.022 0.73
24 KG Kestrel Group, Ltd. Financial Services 0.590 0.920 0.250 0.030 1.8 0.327 0.76
25 CNNE Cannae Holdings Inc Consumer Cyclical 0.310 0.720 0.070 0.100 — -0.451 0.32
26 BHR Braemar Hotel & Resorts Inc Real Estate 0.640 0.930 0.170 0.180 — -0.032 0.53
27 TORO Toro Ltd Energy 0.370 0.300 0.160 0.960 33.9 0.016 1.03
28 EZRA Reliance Global Group, Inc. Financial Services 0.390 0.440 0.430 0.440 — -0.906 1.23
29 SID Companhia Siderurgica Nacio… Basic Materials 0.550 0.900 0.140 0.100 — -0.155 0.55
30 OCCI OFS Credit Company Inc Financial Services 0.240 0.710 0.020 0.050 — -0.320 0.42
31 DAVA Endava Ltd Technology 0.430 0.850 0.120 0.000 — -2.414 0.69
32 VIOT Viomi Technology ADR Consumer Cyclical 0.630 0.990 0.190 0.010 0.4 0.090 0.63
33 RDAC Rising Dragon Acquisition C… Financial Services 0.380 0.440 0.420 0.430 24.8 0.031 0.90
34 DLNG Dynagas LNG Partners LP Energy 0.910 0.980 0.880 0.260 1.9 0.135 0.26
35 ZYBT Zhengye Biotechnology Holdi… Healthcare 0.260 0.390 0.370 0.380 — -0.279 1.29
36 MKZR MacKenzie Realty Capital, I… Real Estate 0.500 0.490 0.470 0.480 — -0.344 0.61
37 ACGLN Arch Capital Group Ltd. Financial Services 0.910 0.980 0.880 0.260 1.2 0.201 0.10
38 XPOF Xponential Fitness Inc Consumer Cyclical 0.020 0.090 0.310 0.070 — 0.105 0.92
39 BSTZ BlackRock Science and Techn… Financial Services 0.860 0.870 0.280 0.840 3.2 0.342 0.25
40 MEHA Functional Brands, Inc. Com… Consumer Defensive 0.600 0.540 0.520 0.530 — 1.354 1.44
41 SAMG Silvercrest Asset Managemen… Financial Services 0.660 0.760 0.650 0.080 28.8 0.057 0.26
42 ATHM Autohome Inc Communication Services 0.680 0.980 0.200 0.130 1.9 0.056 0.31
43 GTM ZoomInfo Technologies Inc. Technology 0.830 0.960 0.780 0.010 7.1 0.086 0.62
44 SDHC Smith Douglas Homes Corp. Real Estate 0.460 0.790 0.160 0.120 15.0 0.105 0.53
45 JBGS JBG SMITH Properties Real Estate 0.360 0.700 0.140 0.160 — -0.098 0.30
46 TV Grupo Televisa SAB ADR Communication Services 0.960 0.970 0.710 0.780 — -0.084 0.44
47 DH Definitive Healthcare Corp Healthcare 0.760 0.880 0.730 0.000 — -1.165 0.58
48 TLF Tandy Leather Factory Inc Consumer Cyclical 0.330 0.420 0.400 0.410 — -0.049 0.21
49 BGSF BG Staffing Inc Industrials 0.620 0.700 0.060 0.710 — -0.257 0.51
50 XIFR XPLR Infrastructure LP Unit Utilities 0.760 0.760 0.170 0.790 10.9 0.032 0.31

Shareholder Yield — Sector Overview

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Sector Allocation

SectorWt%Avg OS#

Sector Factor Profile

Average factor percentile per sector within this strategy's holdings.