Plan with your own assumptions

Dividend yield & income calculator

Estimate the income from a holding. Enter your share count, reference share price, and an assumed dividend per payment. All amounts are in USD.

Build a monthly plan with several holdings →

Your assumptions

Use up to 8 decimal places. A withholding rate of 0 means no withholding is subtracted; it does not establish your tax treatment.

Your estimated income

Enter your assumptions to see an estimate.

The monthly average spreads annual income over 12 months. Use the monthly planner to see an assumed payment schedule.

How the dividend calculator works

Annual dividends per share = dividend per payment × assumed payments per year. Annualized dividend yield = annual dividends per share ÷ your reference share price × 100. This is an assumption-based forward estimate, not a measured trailing twelve-month yield.

Each holding’s gross payment is shares × dividend per share, rounded to the nearest cent. The calculator then applies your withholding percentage and rounds that payment to cents. Annual income adds the assumed payments. The estimate excludes reinvestment, price changes, fees, currency conversion, and any tax beyond your entered withholding.

Review the assumptions each month

Dividend amounts and schedules can change. A high calculated yield does not establish dividend safety or total return. Check the reported dividend calendar and issuer sources, then update your assumptions. Compare trailing and forward yield before interpreting the result.

For background, see Fidelity’s explanation of dividend yield. Our calculator uses values you enter and does not retrieve current prices or predict distributions.