Enter Investment Details
Use trailing dividend payments from the latest twelve months. Large screens show three columns, smaller screens show two, and mobile shows one.
Example Data Table
This sample shows how trailing yield changes when all recent distributions are added together.
| Item | Sample Value | Notes |
|---|---|---|
| Currency | USD | Displayed beside all money values. |
| Current Share Price | 48.50 | Latest market price per share. |
| Shares Owned | 250 | Total position size. |
| Purchase Price | 41.00 | Average acquisition cost per share. |
| Quarterly Dividends | 0.52, 0.52, 0.54, 0.54 | Recent regular cash distributions. |
| Special Dividend | 0.20 | Optional one-time extra payment. |
| Tax Rate | 15% | Applied to gross dividend income. |
| Annual Fees | 25.00 | Subtract from net income. |
| TTM EPS | 2.95 | Used for payout ratio. |
| Growth Rate | 5% | Used for projected next-year yield. |
| Trailing Annual Dividend per Share | 2.32 | Includes special dividend. |
| Gross Trailing Yield | 4.78% | 2.32 ÷ 48.50 × 100. |
| Yield on Cost | 5.66% | 2.32 ÷ 41.00 × 100. |
Formula Used
1) Regular annual dividend per share
Q1 dividend + Q2 dividend + Q3 dividend + Q4 dividend
2) Trailing annual dividend per share
Regular annual dividend per share + included special dividend
3) Gross trailing dividend yield
(Trailing annual dividend per share ÷ current share price) × 100
4) Net trailing dividend yield
((Trailing annual dividend per share × (1 − tax rate)) ÷ current share price) × 100
5) Annual gross income
Trailing annual dividend per share × shares owned
6) Annual net income
(Annual gross income × (1 − tax rate)) − annual fees
7) Yield on cost
(Trailing annual dividend per share ÷ purchase price) × 100
8) Projected next-year yield
((Trailing annual dividend per share × (1 + growth rate)) ÷ current share price) × 100
9) Payout ratio
(Trailing annual dividend per share ÷ TTM EPS) × 100
How to Use This Calculator
Enter your currency code, current share price, shares owned, and average purchase price. Then enter the last four regular dividend payments per share.
Add any special dividend if you want to test its effect. Use the checkbox to include or exclude it from trailing yield calculations.
Enter your expected tax rate and any yearly platform or custody charges. Add TTM EPS if you want a payout ratio estimate.
Use the dividend growth field for a simple forward-looking estimate. After submission, the result section appears above the form.
Use the export buttons to save your results as CSV or PDF for research notes, portfolio reviews, or client presentations.
FAQs
1) What is trailing dividend yield?
Trailing dividend yield measures the cash dividends paid over the last twelve months relative to the current share price. It reflects historical distributions, not future promises.
2) Why can yield change without a new dividend?
Yield changes whenever the share price moves. If dividends stay unchanged and price falls, yield rises. If price rises, yield falls.
3) Should I include special dividends?
Include them when you want a complete trailing payout view. Exclude them when comparing recurring income quality across companies with different one-time distributions.
4) What is yield on cost?
Yield on cost compares current annual dividends with your original purchase price. It shows how your personal income return evolved after buying the shares.
5) Why does the calculator show net yield?
Gross yield can overstate spendable income. Net yield adjusts for dividend taxes, making portfolio income estimates more practical for personal planning.
6) Is a higher yield always better?
No. Very high yields can signal falling prices, weak earnings, or unsustainable payouts. Always review payout ratio, cash flow, and business quality too.
7) Why is EPS optional here?
EPS helps estimate payout ratio, but it is not required for trailing yield itself. The core yield calculation only needs dividends and share price.
8) Can this calculator predict future dividends?
Not exactly. It uses historical payouts and an optional growth assumption for a simple estimate. Real dividends can change with earnings, policy, or economic conditions.