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Effortlessly Retrieve Year-to-Date Dividends per Share

The hf_dividends_paid_per_share_year_to_date function in the MarketXLS add-in for Excel allows you to quickly retrieve the total dividends paid on a per-share basis from the start of the specified year (YTD). Whether you need to analyze a stock’s dividend performance for a particular quarter or want trailing 12-month (TTM) insights, this function streamlines your research and decision-making.

Key benefits include real-time data integration, simplified portfolio tracking, and the ability to pinpoint dividend trends over time.

Why Use This Function?

• Monitor Dividend History: Ideal for investors tracking specific companies’ dividend payouts within the current year.
• Compare Year-Over-Year Performance: Quickly see if a company is raising or lowering its dividends each year.
• Strategize for Income: Useful for dividend investors designing income-focused portfolios.
• Flexible Period Retrieval: Specify different quarters or TTM for deeper insights into changing dividend trends.

How to Use in Excel

Below is the sample syntax to utilize the function in your Excel worksheet:

=hf_dividends_paid_per_share_year_to_date(Symbol, Year, Quarter, [TTM])

• Enter the function directly into a cell.
• Replace “Symbol” with the valid stock ticker.
• Provide the “Year” and the “Quarter” (1, 2, 3, or 4).
• Optionally set “TTM” to "TTM" if you want to retrieve trailing 12-month dividends data.

Once entered and you press Enter, Excel will fetch the data from the MarketXLS data servers.

Parameters Explained

Parameter Description Example Values Notes
Symbol The ticker symbol of the stock you want to analyze "AAPL", "MSFT", "TSLA" Must be a valid ticker; otherwise returns "NA".
Year The fiscal or calendar year to check for dividends "2023", "2022" Determines the base year.
Quarter The specific quarter of the year for the query (optional) 1, 2, 3, 4 Defaults to "2" if left blank. Only relevant if TTM is not set to "TTM".
TTM If set to "TTM", retrieves dividends data on a trailing basis "TTM" or omit this value Overrides the quarter-based lookup with “MRT” (most recent trailing). If left blank, the function uses “MRQ”.

Notes on returning values:
• If the ticker is invalid, if data isn’t available, or if the user’s license is not valid, the function returns "NA".
• The function typically returns a numeric value representing dividends paid per share.

Example Usage

Basic Examples

  1. Fetch Year-to-Date Dividends for Q2 2023:
    =hf_dividends_paid_per_share_year_to_date("AAPL", 2023, 2)
    This returns Apple’s total dividends paid per share from January 1 through the end of Q2 2023.

  2. Retrieve Data for Q4 of the Prior Year:
    =hf_dividends_paid_per_share_year_to_date("MSFT", 2022, 4)
    This shows Microsoft’s total dividends per share from the beginning of 2022 through the end of Q4 2022.

  3. Omit Quarter (Defaults to 2):
    =hf_dividends_paid_per_share_year_to_date("JNJ", 2023)
    Since the quarter is left blank, the function defaults to Q2 (quarter=2) for 2023.

Advanced Scenarios

  1. Using TTM for Advanced Dividend Analysis:
    =hf_dividends_paid_per_share_year_to_date("XOM", 2023, 1, "TTM")
    • Ignores the quarter and retrieves trailing 12-month dividends.
    • Useful for seeing a rolling perspective of dividend payouts beyond just a single quarter.

  2. Automating Portfolio Dividend Calculations:
    Suppose you maintain a table of multiple stocks in Excel, each with different years and quarters. By referencing cell values for Symbol, Year, and Quarter, you can drag the formula down a column to instantly update YTD or TTM dividends for your entire watchlist.

  3. Combining with Other Excel Functions:
    =IF(hf_dividends_paid_per_share_year_to_date(A2, B2, C2)>0, "Pays Dividend", "No Dividend Data")
    • Quickly check which stocks in your list are paying dividends.
    • Can help you filter or sort a large list of companies by their YTD payouts.

Common Questions and Troubleshooting

• Why am I getting “NA” in my cell?

  • This can happen if the symbol is invalid, data is unavailable (perhaps too recent or outside coverage), or your license type does not support this function.
    • What if I leave Quarter blank?
  • The function automatically uses Quarter = 2.
    • Does the function support large historical ranges?
  • While it primarily focuses on the given year, you can reference older or future years as long as data coverage is available.
    • How accurate is the TTM data?
  • TTM (“MRT” internally) retrieves the trailing 12-month data up to the most recently available quarter, which MarketXLS updates regularly.
    • Can I use it for periodic rebalancing or watchlist updates?
  • Absolutely. You can automate your dividend checks and tie results into other Excel logic for portfolio updates.

By using hf_dividends_paid_per_share_year_to_date, you can streamline your dividend analysis in Excel. Combine it with other MarketXLS functions or Excel formulas to create a powerful, data-driven dividend strategy and keep your investment research efficient and up-to-date.