Results are illustrative only and are not financial advice. Dividend data is sourced from public filings. Past dividends do not guarantee future payments. Consult a qualified financial advisor before making investment decisions.
Results After 10 Years
Total Portfolio Value
$1,884.7388.5%
Annual Dividend Income
$30.15121.4%
Monthly Dividend Income
$2.51121.4%
Yield on Cost
2.61%
Total Return Breakdown
How your projected portfolio value splits across your initial investment, added contributions, dividends earned, and stock-price growth.
$1,885 (+88.5%)
Initial Investment
$1,000
53.1%
Additional Investments
$0
0.0%
Dividends
$207
11.0%
Stock Price Growth
$678
36.0%
Total Portfolio Value
Projected value of your holdings at the end of each year, with your total amount invested marked for reference.
Annual Dividend Income
Forward annual dividend income your shares are projected to generate at the end of each year.
Monthly Dividend Income
Projected annual dividend income divided by 12 — your average monthly payout each year.
Yield on Cost Over Time
Annual dividends as a percentage of what you originally paid. It climbs over time as the dividend grows against your fixed cost basis.
Detailed Projections
Year-by-year breakdown of shares, dividend per share, income, yield on cost, and portfolio value behind the charts above.
Year 0
- Portfolio value
- $1,000.00
- Shares
- 4.63
- Annual DPS
- $2.7000
- Annual dividend
- $12.49
- Yield on cost
- 1.25%
- Stock price
- $216.14
- Total profit
- $0.00
Year 1
- Portfolio value
- $1,063.76
- Shares
- 4.69
- Annual DPS
- $2.9060
- Annual dividend
- $13.62
- Yield on cost
- 1.34%
- Annual investment
- $13.51
- Stock price
- $226.95
- Total profit
- $63.76
Year 2
- Portfolio value
- $1,131.96
- Shares
- 4.75
- Annual DPS
- $3.1277
- Annual dividend
- $14.86
- Yield on cost
- 1.45%
- Annual investment
- $14.73
- Stock price
- $238.29
- Total profit
- $131.96
Year 3
- Portfolio value
- $1,204.93
- Shares
- 4.82
- Annual DPS
- $3.3664
- Annual dividend
- $16.21
- Yield on cost
- 1.56%
- Annual investment
- $16.07
- Stock price
- $250.21
- Total profit
- $204.93
Year 4
- Portfolio value
- $1,283.04
- Shares
- 4.88
- Annual DPS
- $3.6232
- Annual dividend
- $17.69
- Yield on cost
- 1.68%
- Annual investment
- $17.54
- Stock price
- $262.72
- Total profit
- $283.04
Year 5
- Portfolio value
- $1,366.69
- Shares
- 4.95
- Annual DPS
- $3.8997
- Annual dividend
- $19.32
- Yield on cost
- 1.80%
- Annual investment
- $19.15
- Stock price
- $275.86
- Total profit
- $366.69
Year 6
- Portfolio value
- $1,456.33
- Shares
- 5.03
- Annual DPS
- $4.1972
- Annual dividend
- $21.10
- Yield on cost
- 1.94%
- Annual investment
- $20.91
- Stock price
- $289.65
- Total profit
- $456.33
Year 7
- Portfolio value
- $1,552.41
- Shares
- 5.10
- Annual DPS
- $4.5175
- Annual dividend
- $23.06
- Yield on cost
- 2.09%
- Annual investment
- $22.84
- Stock price
- $304.13
- Total profit
- $552.41
Year 8
- Portfolio value
- $1,655.46
- Shares
- 5.18
- Annual DPS
- $4.8622
- Annual dividend
- $25.21
- Yield on cost
- 2.25%
- Annual investment
- $24.96
- Stock price
- $319.34
- Total profit
- $655.46
Year 9
- Portfolio value
- $1,766.03
- Shares
- 5.27
- Annual DPS
- $5.2332
- Annual dividend
- $27.56
- Yield on cost
- 2.42%
- Annual investment
- $27.29
- Stock price
- $335.30
- Total profit
- $766.03
Year 10
- Portfolio value
- $1,884.73
- Shares
- 5.35
- Annual DPS
- $5.6324
- Annual dividend
- $30.15
- Yield on cost
- 2.61%
- Annual investment
- $29.85
- Stock price
- $352.07
- Total profit
- $884.73
| Year | Portfolio Value | Shares | Annual DPS | Annual Dividend | Yield on Cost | Annual Investment | Stock Price | Total Profit |
|---|---|---|---|---|---|---|---|---|
| 0 | $1,000.00 | 4.63 | $2.7000 | $12.49 | 1.25% | — | $216.14 | $0.00 |
| 1 | $1,063.76 | 4.69 | $2.9060 | $13.62 | 1.34% | $13.51 | $226.95 | $63.76 |
| 2 | $1,131.96 | 4.75 | $3.1277 | $14.86 | 1.45% | $14.73 | $238.29 | $131.96 |
| 3 | $1,204.93 | 4.82 | $3.3664 | $16.21 | 1.56% | $16.07 | $250.21 | $204.93 |
| 4 | $1,283.04 | 4.88 | $3.6232 | $17.69 | 1.68% | $17.54 | $262.72 | $283.04 |
| 5 | $1,366.69 | 4.95 | $3.8997 | $19.32 | 1.80% | $19.15 | $275.86 | $366.69 |
| 6 | $1,456.33 | 5.03 | $4.1972 | $21.10 | 1.94% | $20.91 | $289.65 | $456.33 |
| 7 | $1,552.41 | 5.10 | $4.5175 | $23.06 | 2.09% | $22.84 | $304.13 | $552.41 |
| 8 | $1,655.46 | 5.18 | $4.8622 | $25.21 | 2.25% | $24.96 | $319.34 | $655.46 |
| 9 | $1,766.03 | 5.27 | $5.2332 | $27.56 | 2.42% | $27.29 | $335.30 | $766.03 |
| 10 | $1,884.73 | 5.35 | $5.6324 | $30.15 | 2.61% | $29.85 | $352.07 | $884.73 |
Projected dividend income: DRIP vs no DRIP
Final-year advantage: +$4.09 (15.7% vs no DRIP)
How much to invest in Arthur J. Gallagher & for your target dividend income
Find the lump sum — or monthly contribution and time — needed to reach a target monthly dividend income from AJG, based on its current yield and dividend growth.
Frequently asked questions
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