Dividends Paid Per Share Year To Date (Historical) Formula in Excel
This guide explains how to use the “Dividends Paid Per Share Year To Date (Historical)” formula in Excel with MarketXLS. By leveraging this function, investors and analysts can quickly retrieve the total dividends paid per share year to date for a specific ticker symbol. This empowers you to perform deeper dividend analysis, track performance over specific periods, and make more informed investment decisions.
Understanding Dividends Paid Per Share Year To Date (Historical)
- Purpose: This formula helps you determine how much a company has paid out in dividends per share up to a specified year, quarter, or trailing twelve months.
- Key Benefits:
- Quickly evaluate dividend payout trends.
- Compare year-to-date dividend data across multiple stocks or indices.
- Efficiently track historical payouts without manually collecting data from multiple sources.
- When to Use: Ideal for historical dividend analysis, income-focused portfolio management, and evaluating changes in company payout policies.
? Pro Tip: Combine this formula with other historical fundamentals (like revenue or gross profit) to conduct a comprehensive fundamental analysis in Excel.
Syntax and Parameters
Use the following syntax in an Excel cell:
=hf_Dividends_Paid_per_Share_Year_to_Date(Symbol, year, [quarter], [TTM])
Below is a detailed description of each parameter:
Parameter | Description | Required | Example |
---|---|---|---|
Symbol | The stock ticker or symbol (regular stocks, indices like ^SPX , options like @MSFT 110122C00020000 , or crypto like BTCUSD:DEFAULT ). |
Yes | "MSFT" |
year | The target year for the dividend data. Can also accept special values like "lq" (last quarter), "ly" (last year), or "lt" (last 12 months). | Yes | 2022 |
quarter | The quarter of the specified year (1, 2, 3, or 4). If omitted, defaults to 1. | No | 2 |
TTM | Pass "TTM" to retrieve trailing twelve months data from the specified period. | No | "TTM" |
Return Value:
• A numeric value representing the total dividends paid per share up to the specified timeframe.
• If the symbol or license is invalid, the function returns "NA"
.
?? Note: The function relies on MarketXLS’s data feed. Network or data availability issues can impact function performance.
Examples and Usage
Below are practical examples illustrating how to use the formula:
- Retrieve year-to-date dividends for Microsoft in 2022:
=hf_Dividends_Paid_per_Share_Year_to_Date("MSFT", 2022)
- Retrieve dividends for Microsoft in 2022 Q2:
=hf_Dividends_Paid_per_Share_Year_to_Date("MSFT", 2022, 2)
- Get trailing twelve months dividends for 2022 Q3:
=hf_Dividends_Paid_per_Share_Year_to_Date("MSFT", 2022, 3, "TTM")
- Pull the last quarter’s dividends:
=hf_Dividends_Paid_per_Share_Year_to_Date("MSFT", "lq")
- Use “ly” for last year or “lt” for last 12 months:
=hf_Dividends_Paid_per_Share_Year_to_Date("MSFT", "ly") =hf_Dividends_Paid_per_Share_Year_to_Date("MSFT", "lt")
- Passing the year from a cell reference or Excel function:
- Cell reference (A1 contains MSFT and B1 contains 2023):
=hf_Dividends_Paid_per_Share_Year_to_Date(A1, B1)
- Using Excel’s YEAR function:
=hf_Dividends_Paid_per_Share_Year_to_Date("MSFT", YEAR(TODAY()))
- Cell reference (A1 contains MSFT and B1 contains 2023):
- Use these symbol formats as needed:
- Regular:
=hf_Dividends_Paid_per_Share_Year_to_Date("MSFT", "lt")
- Index:
=hf_Dividends_Paid_per_Share_Year_to_Date("^SPX", "ly")
- Options:
=hf_Dividends_Paid_per_Share_Year_to_Date("@MSFT 110122C00020000", 2022)
- Crypto:
=hf_Dividends_Paid_per_Share_Year_to_Date("BTCUSD:DEFAULT", 2023, 1, "TTM")
- Regular:
Common Questions
-
Why am I getting “NA”?
- The ticker symbol may be invalid or unsupported.
- Your MarketXLS license may not include historical fundamentals.
- A data feed or network issue occurred.
-
Can I analyze multiple tickers at once?
- Yes. Simply apply the formula to different cells, each referencing a different symbol or year.
-
What happens if I omit the
quarter
parameter?- By default, it uses quarter 1. You can specify "1", "2", "3", or "4" to target a specific quarter.
-
Does this function update automatically?
- MarketXLS functions typically refresh if recalculation is triggered, such as when opening a workbook or pressing F9 in Excel.
-
Are there any performance considerations?
- The formula makes a data call to MarketXLS servers. A stable internet connection and a valid subscription are required for optimal performance.
? Pro Tip: Correlate historical dividends paid per share with company earnings to gauge dividend sustainability and payout ratios over time.