Finance Investing

Dividend calculator

Shares held
Share price
Dividend per share
Per payment, not per year
Payments per year
Annual dividend growth
%
Years reinvesting
Annual dividend income 1,100
0.55 × 4 payments on 500 shares
Dividend yield 5.238 %
Per payment 275
Monthly average 91.67
Position value 21,000
Position after reinvesting 79,037.11
Income then 4,140.04
Yield on original cost 19.71 %
Yield rises when the price falls

A share bought at a 5% yield whose dividend grows 4% a year is paying roughly 9% on your original cost after fifteen years, even though its current yield to a new buyer is still around 5%. That divergence between market yield and yield on cost is the entire case for dividend-growth investing — and it only works if the company keeps raising the payout, which is a much bigger if than the arithmetic suggests.

Dividends are not guaranteed and can be cut at any time. This is arithmetic on figures you supply, not investment advice, and it ignores tax, which varies considerably by country and account type.

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320 × 100

Annual dividend income is the per-payment dividend times payments per year times shares held. Five hundred shares paying 0.55 quarterly is 1,100 a year — a 5.24% yield on a 42 share price.

How to calculate dividend income

1 Enter shares held and the current share price.
2 Enter the dividend per share per payment, not the annual total.
3 Set the payment frequency — quarterly in the US, often twice yearly in Europe.
4 Add a growth rate and a horizon to see the reinvestment effect.

A high current yield is as often a warning as an opportunity. Yield is the dividend divided by the price, so it rises when the price falls — and a price falling because the market expects a dividend cut produces exactly the same high yield as a genuinely cheap share. Payout ratio is the sanity check: a company paying out more than it earns is funding the dividend from reserves or borrowing, and that does not continue indefinitely.

Questions

Annual dividend per share divided by share price, times 100. A 2.20 annual dividend on a 42 share is 5.24%.

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