A dividend calendar spreadsheet lists each holding with its ex-dividend date, payment date, payment frequency, dividend per share, and yield, so you can see which months your income arrives and estimate annual cash flow (shares times annual dividend per share). With MarketXLS in Excel, one row per ticker can use =Ex_DividendDate(A2), =DividendPayDate(A2), =DividendFrequency(A2), =DividendPerShare(A2), and =DividendYield(A2). Note that an ex-dividend date shown in the past usually means the next dividend has not been declared yet. This article is educational, not investment advice.
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Why would an investor look at the dividend calendar?
As an investor, it’s important to consider dividends as a key component of your portfolio, providing income in retirement and potential capital appreciation. To maximize dividend income, investors often turn to the dividend calendar spreadsheet to stay informed about when companies they’ve invested in are expected to issue dividends. This calendar shows the dates when publicly traded companies will declare their dividend payouts, allowing investors to plan and calculate their expected cash flows. Additionally, the dividend calendar can help investors understand unexpected changes in dividend payouts and identify high-yield stocks to purchase at the right time. By utilizing the dividend calendar effectively, investors can make informed decisions to optimize their dividend income and achieve their investment goals.
What does a typical dividend calendar spreadsheet include?
A typical dividend calendar spreadsheet includes important data about when and how much a dividend will be paid, as well as the record date, ex-dividend date, and payment date. It may also contain additional information such as current and projected dividend yields, historical dividend payments, and debt-to-equity ratios. So, this information can help investors decide whether to buy or sell a particular stock and stay on track with their portfolio management.
How can you use MarketXLS to create your own dividend cash flow calendar?
MarketXLS adds dividend functions to Excel that you can place next to each ticker (on Excel for Mac or the web, add the mxls. prefix):
| Function | Returns |
|---|---|
=Ex_DividendDate("KO") | Most recently declared ex-dividend date |
=DividendPayDate("KO") | Dividend payment date |
=DividendFrequency("KO") | How many times a year the company pays a regular dividend |
=DividendPerShare("KO") | Dividend per share |
=DividendYield("KO") | Dividend yield |
Multiply shares held by dividend per share to estimate annual income per holding, and group the pay dates by month to see your income calendar.
Relevant MarketXLS Templates:
- Dividend Growth Model (Gordon Method)
- Comparable Sector Analysis
- Weiss Blue Chip Div Yield Screen
- Neff Screen
Search for all templates in the MarketXLS template library.
Following are some blogs that you can read to learn more about the subject matter.
Dividend Growth Investing
Monthly Dividend Stocks (3 Good Monthly Dividend Stocks)
Boost Returns With a Dividend Stock Screener
