Dividend Yield and Income

Excel Formulas › Financial

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Dividend yield shows the income a stock pays relative to its price — annual dividend divided by share price. A quick gauge of income return, and the basis for “how much will I earn?”


Quick formula: yield from annual dividend B1 and price B2:
=B1 / B2
Dividend over price, as a percent. A $2 dividend on a $50 stock yields 4%.

The example

$2 annual dividend on a $50 share.

AB
1ItemValue
2Dividend / yr$2.00
3Price$50
4Yield4.0%

The formula

The formula:

=B1 / B2 // 2 / 50 = 4%

How it works

How it works:

  1. Dividend yield = annual dividend per share ÷ share price.
  2. Format as a percentage. It rises when the price falls (same dividend, lower price) and vice versa.
  3. Annual income from a holding is shares × dividendPerShare, or investment × yield.
  4. Compare yields across stocks — but a very high yield can signal a falling price or an at-risk dividend.

High yield, hidden risk: an unusually high yield often means the market expects a dividend cut or the price has dropped on bad news. Pair yield with the payout ratio and dividend history before chasing it.

Try it: interactive demo

Live demo

Dividend, price, shares.

Yield · Income

Variations

Annual income

From a holding:

=shares * dividendPerShare

Yield on cost

Vs your buy price:

=dividend / purchasePrice

Payout ratio

Dividend vs earnings:

=dividend / EPS

Pitfalls & errors

Trailing vs forward. Past dividends differ from expected ones — be clear which you’re using.

High yield ≠ good. It can reflect a price drop or an unsustainable payout.

Total return. Yield ignores price change — combine with capital gains for the full picture.

Practice workbook

📊
Download the free Dividend Yield and Income practice workbook
A dividend-yield sheet with the income, yield-on-cost, and payout-ratio variants, plus 4 challenges with answers. No sign-up required.

Frequently asked questions

How do I calculate dividend yield in Excel?
Divide the annual dividend per share by the price: =dividend / price, formatted as a percentage.
How do I find my annual dividend income?
Multiply shares by the dividend per share, or investment by the yield: =shares * dividendPerShare.
Is a higher dividend yield always better?
Not necessarily — an unusually high yield can signal a falling price or a dividend at risk. Check the payout ratio and history.

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Related formulas: ROI & payback period · Perpetuity value · Percent change & % of total