Dividend Calculator: Total Returns From Dividends and Price Appreciation
Enter your investment details
Your projected results
Total investment value including dividends
Projected stock market value plus dividends received, assuming dividends are not reinvested.
Figures are before taxes and fees. Dividend amounts and share prices can rise or fall; dividend payments are not guaranteed.
Stock value and accumulated dividends
Year-by-year dividend projection
| Year | Annual Dividends | Accumulated Dividends | Stock Value | Combined Value |
|---|
Assumes a constant number of shares, annual dividend payments, no dividend reinvestment, and fixed annual growth assumptions. Dividends received are held as cash without additional returns.
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Dividend Calculator Definitions
Number of Shares
The number of shares you currently own or plan to purchase.
For example, enter 100 if you own 100 shares of a dividend-paying stock.
Dividend Yield
The annual dividend payment expressed as a percentage of the stock's current price.
For example, a stock priced at $50 with a 4% dividend yield pays approximately $2 per share annually.
Dividend Growth Rate
The percentage you expect the annual dividend payment to increase each year.
For example, a 5% dividend growth rate means a $2 annual dividend would increase to $2.10 the following year.
Beginning Stock Price
The current price per share at the start of your projection.
The calculator multiplies this price by your number of shares to determine your initial investment value.
Stock Price Growth Rate
The expected average annual increase in the stock's price, excluding dividends.
For example, a 3% growth rate means a $50 stock would be projected to reach $51.50 after one year.
Number of Years
The number of years you want to project your stock's value and accumulated dividend payments.
Important Calculator Assumptions
This calculator assumes dividends are paid in cash and are not reinvested. Your number of shares remains constant throughout the projection.
The calculator also assumes constant dividend growth and stock price growth rates. Actual dividends and stock prices may increase or decrease, and companies can reduce or eliminate dividend payments.
Results are before taxes and do not account for trading costs or inflation.
Project Your Future Dividend Income
Use your own holdings and dividend assumptions in WealthTrace to see how your income could grow.
