LiteFolio Dividend yield and income calculator
Work out your yearly dividend from the number of shares and the dividend per share, or from the amount invested and the yield. Add a share price to see the dividend yield, and an optional tax rate (0 by default) to see the amount after tax. Everything is calculated in your browser.
Free app that records your dividends, shows the expected annual income and the yield on cost of each holding, and needs no brokerage connection, for iPhone and Android.
More about LiteFolioCalculate dividend income
Tax on dividends depends on your country and account type. Leave 0 to see the amount before tax.
Result (currency units)
| Annual dividend (before tax) | |
|---|---|
| Tax | |
| Annual dividend (after tax) | |
| Monthly average (after tax) | |
| Dividend yield (before tax) | |
| Dividend yield (after tax) |
Amounts are in the same currency units you entered; no currency symbol is added. Dividends can change or be cut, so treat the result as an estimate.
Formulas and worked examples
Dividend yield compares one year of dividends with the price you look at: today's share price gives the current yield, and your purchase price gives the yield on cost.
| Item | Formula | Example |
|---|---|---|
| Dividend yield (%) | annual dividend per share ÷ share price × 100 | 2 ÷ 50 × 100 = 4% |
| Annual dividend from shares | shares × annual dividend per share | 200 × 2 = 400 |
| After tax | annual dividend × (1 − tax rate) | 400 × (1 − 20%) = 320 |
| Annual dividend from an amount | invested amount × yield ÷ 100 | 10,000 × 3.5 ÷ 100 = 350 |
Example: 200 shares paying 2 per share a year at a price of 50, a 20% tax rate, and a separate 10,000 invested at 3.5%.
Annual dividend by amount and yield
Pre-tax yearly income for common amounts and yields; divide by 12 for a monthly figure.
| Invested amount ＼ Yield | 2% | 3% | 4% | 5% |
|---|---|---|---|---|
| 1,000 | 20 | 30 | 40 | 50 |
| 10,000 | 200 | 300 | 400 | 500 |
| 100,000 | 2,000 | 3,000 | 4,000 | 5,000 |
LiteFolio keeps every buy, sell and dividend in one timeline and works out your average cost and dividend income for each holding, with no brokerage connection.
More about LiteFolioFAQ
How is dividend yield calculated?
Divide the total dividend per share for a year by the share price and multiply by 100. A share paying 0.50 every quarter pays 2 a year, and at a price of 50 the yield is 2 ÷ 50 × 100 = 4%. Use the price today for the current yield, or the price you paid for the yield on cost.
How do I calculate annual dividend income?
Multiply the number of shares by the annual dividend per share: 200 shares paying 2 per share a year give 400 a year, about 33 a month. If you only know the yield, multiply the invested amount by the yield: 10,000 at 3.5% gives 350 a year.
Does the calculator take tax into account?
Only if you enter a tax rate. It is 0 by default, so the first figures are before tax. Withholding and tax on dividends differ by country, by account type and sometimes by where the company is based, so enter the rate that applies to you; the after-tax amount is the pre-tax amount times (1 − rate).
What is the difference between current yield and yield on cost?
Current yield uses today's share price, so it moves whenever the price moves. Yield on cost uses your average purchase price, so it shows the income you earn on what you actually paid, and it rises if the dividend grows. Enter your average cost as the share price to get the yield on cost.
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Keep your numbers in one place
LiteFolio is a free portfolio tracker for iPhone and Android: record stocks, ETFs, trades and dividends yourself and see average cost, cost basis, profit and dividend income per holding.
More about LiteFolio