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-6.7%Shareholder Yield
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Market
27
Sector
19
Industry
29
History
69
$ 51.81Close
$ 34.8 - $ 88.77 52-Week Range
Ticker Information

Ticker

UPST

Company Name

UPSTART HOLDINGS INC

Sector

Financial Services

Industry

Credit Services

Exchange

NASDAQ

UPSTART HOLDINGS INC - Shareholder Yield Chart Analysis (TTM)

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UPST - Shareholder Yield Historical data
DateMarket CapitalizationNet Cash Flow - Issuance (Purchase) of Equity SharesNet Cash Flow - Issuance (Repayment) of Debt SecuritiesNet Cash Flow - Dividends & Other Cash DistributionsShareholder Yield
6/30/2025$ 7.95B$ 36.87M$ 495.85M$ 0-6.7%
3/31/2025$ 4.89B$ 36.23M$ 527.67M$ 0-11.53%
12/31/2024$ 7.72B$ 29.1M$ 558.71M$ 0-7.61%
9/30/2024$ 7.39B$ 23.37M$ 80.87M$ 0-1.41%
6/30/2024$ 2.98B$ 15.7M$ 314.31M$ 0-11.07%
3/31/2024$ 2.03B$ 19.82M$ 129.78M$ 0-7.37%
12/31/2023$ 2.34B$ 21.31M$ 192.97M$ 0-9.15%
9/30/2023$ 1.82B$ -8.28M$ 236.73M$ 0-12.56%
6/30/2023$ 2.85B$ -34.26M$ 71.06M$ 0-1.29%
3/31/2023$ 1.57B$ -160.66M$ 228.61M$ 0-4.33%
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Key Performance Insights, Last 5 Years

  • UPSTART HOLDINGS INC's latest trailing twelve months (TTM) Shareholder Yield stands at -0.94%.
  • Over the past 5 years, UPSTART HOLDINGS INC's average Shareholder Yield has been -10.21%.
  • The median Shareholder Yield for UPSTART HOLDINGS INC during this period was -8.36%
  • UPSTART HOLDINGS INC reached its highest Shareholder Yield over the past 5 years at -0.94%.
  • The lowest Shareholder Yield recorded by UPSTART HOLDINGS INC in the same timeframe -35.68%

UPSTART HOLDINGS INC's Shareholder Yield vs. competitors

We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue

Shareholder Yield Benchmarks
CompanyShareholder Yield
SLM : SLM CORP -10.5%MKTX : MARKETAXESS HOLDINGS INC 3.13%LC : LENDINGCLUB CORP 0.28%HLNE : HAMILTON LANE INC -2.98%MARA : MARA HOLDINGS INC -58.03%NAVI : NAVIENT CORP 507.78%GBCI : GLACIER BANCORP INC 18.84%HOMB : HOME BANCSHARES INC 17.91%AUB : ATLANTIC UNION BANKSHARES CORP 19.94%IBOC : INTERNATIONAL BANCSHARES CORP 0.78%

Definition of Shareholder Yield

[Calculation] The Shareholder Yield is a ratio that indicates how much money the business is giving back to shareholders. A business can return to shareholders through dividends [DivYield], share repurchases [BuybackYield], and debt reduction [DebtPaydownYield].
(-1 * CF - Equity -1 * CF - Dividends -1 * CF - Debt) / Market Cap
(=) Shareholder Yield
Shareholder Yield for UPSTART HOLDINGS INC is calculated as follows: (-1 * CF - Equity [ $ 161.85M ] -1 * CF - Dividends [ $ 0 ] -1 * CF - Debt [ $ -82.18M ]) / Market Cap [ $ 8.47B ]
(=) Shareholder Yield [ -0.94% ]

UPST - Shareholder Yield, Last 5 years

-35.68%

Minimum

Mar 31, 2022

-0.94%

Maximum

Dec 31, 2020

-10.21%

Average

-8.36%

Median

Shareholder Yield Benchmark Analysis

The chart above depicts the distribution of Shareholder Yield for companies in the Total Stock Market. The average Shareholder Yield of the companies is 0.56% with a standard deviation of 11.15%.
The following table provides additional summary stats:
Shareholder Yield in the Market:
filtered constituents3.48K
min-33.43%
max34.45%
average0.56%
median1.06%
std11.15%