H2O America (HTO) Dividend Capture: 0.84% per event (3.0% annualized)
HTO
H2O America (HTO) has touched its pre-ex close within 30 trading days in 90% of the last 20 ex-dividend events, with a median time-to-touch of 1 trading day (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.25), meaning ordinary day-to-day noise can easily exceed the dividend itself.
Versus its sector, HTO sits roughly in line with the Utilities sector benchmark of 95%. The sector median time-to-touch is 1 trading day, matching the peer pace.
Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit. The next confirmed ex-dividend date is May 11, 2026, with an expected dividend of $0.44.
- Touch rate (30d)
- 90%-5pp vs sector
- Median days-to-touch
- 1din line with sector
- Signal-to-noise
- 0.25-0.20 vs sector
Recovery engine
TL;DR over the most recent 20 events.
- 30-day touch rate
- 90%-5pp vs sector
- Median days-to-touch
- 1din line with sector
- Signal-to-noise (div / ATR)
- 0.25-0.20 vs sector
- Avg gap on ex-date
- -0.59%+0.11pp vs sector
- Win rate at MOC exit
- 50%
- Median drawdown during hold
- -3.01%+0.75pp vs sector
- Best / worst touch (days)
- 1 / 20
Next ex-dividend
Confirmed by company declaration.
- Dividend
- $0.44
- Per-event yield
- 0.84%
- Annualized yield
- 2.97%
- Previously paid
- Feb 9, 2026 ($0.44)
- Last record date
- Feb 9, 2026
- Last payment date
- Mar 2, 2026
How HTO ranks in Utilities
Compared with other stocks in this sector that pass our capture-quality filter (45 tickers). Lower rank number is better on every metric below.
- 30-day touch rate#30of 45
Beats ~33% of peers on this metric
- Median days to touch#1of 45
Beats ~98% of peers on this metric
- Signal-to-noise#37of 45
Beats ~18% of peers on this metric
HTO Dividend Capture History — Last 20 Ex-Dividend Events
Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday high at or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for H2O America (HTO). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.
| Recovered 5d | Recovered 30d | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Q1 | $0.44 | -1.16% | $52.37 | 2 | yes | yes | -2.81% | +4.95% | |
| Q4 | $0.42 | -1.22% | $47.67 | 5 | yes | yes | -8.22% | -0.36% | |
| Q3 | $0.42 | -0.94% | $50.25 | 2 | yes | yes | -1.85% | -0.20% | |
| Q2 | $0.42 | -0.08% | $53.09 | 1 | yes | yes | -7.97% | +1.64% | |
| Q1 | $0.42 | 0.02% | $50.82 | 1 | yes | yes | -1.10% | +6.81% | |
| Q4 | $0.40 | -0.69% | $54.89 | 1 | yes | yes | -2.39% | +2.20% | |
| Q3 | $0.40 | -0.65% | $61.62 | >30 | no | no | -7.85% | -5.53% | |
| Q2 | $0.40 | 0.49% | $55.43 | 1 | yes | yes | -0.92% | +4.56% | |
| Q1 | $0.40 | -1.56% | $60.35 | 7 | no | yes | -4.21% | -0.98% | |
| Q4 | $0.38 | 1.30% | $63.66 | 1 | yes | yes | -4.45% | -2.40% | |
| Q3 | $0.38 | -0.38% | $68.82 | 1 | yes | yes | -2.73% | +1.10% | |
| Q2 | $0.38 | -0.58% | $76.26 | 1 | yes | yes | -1.91% | -0.13% | |
| Q1 | $0.38 | -0.61% | $80.90 | >30 | no | no | -7.47% | -4.08% | |
| Q4 | $0.36 | -0.59% | $69.24 | 1 | yes | yes | -1.20% | +3.24% | |
| Q3 | $0.36 | -1.03% | $67.17 | 6 | no | yes | -3.22% | +0.86% | |
| Q2 | $0.36 | -1.52% | $58.05 | 1 | yes | yes | -1.52% | +5.08% | |
| Q1 | $0.36 | -1.27% | $67.78 | 20 | no | yes | -6.54% | -4.06% | |
| Q4 | $0.34 | 0.03% | $70.48 | 1 | yes | yes | -1.72% | +1.43% | |
| Q3 | $0.34 | -0.71% | $70.88 | 19 | no | yes | -4.90% | -2.64% | |
| Q2 | $0.34 | -0.73% | $64.30 | 1 | yes | yes | -5.07% | -1.60% |
Q1
- Dividend
- $0.44
- Gap %
- -1.16%
- Pre-ex close
- $52.37
- High touch (td)
- 2
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -2.81%
- P&L 5d %
- +4.95%
Q4
- Dividend
- $0.42
- Gap %
- -1.22%
- Pre-ex close
- $47.67
- High touch (td)
- 5
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -8.22%
- P&L 5d %
- -0.36%
Q3
- Dividend
- $0.42
- Gap %
- -0.94%
- Pre-ex close
- $50.25
- High touch (td)
- 2
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -1.85%
- P&L 5d %
- -0.20%
Q2
- Dividend
- $0.42
- Gap %
- -0.08%
- Pre-ex close
- $53.09
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -7.97%
- P&L 5d %
- +1.64%
Q1
- Dividend
- $0.42
- Gap %
- 0.02%
- Pre-ex close
- $50.82
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -1.10%
- P&L 5d %
- +6.81%
Q4
- Dividend
- $0.40
- Gap %
- -0.69%
- Pre-ex close
- $54.89
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -2.39%
- P&L 5d %
- +2.20%
Q3
- Dividend
- $0.40
- Gap %
- -0.65%
- Pre-ex close
- $61.62
- High touch (td)
- >30
- Recovered 5d
- no
- Recovered 30d
- no
- Drawdown
- -7.85%
- P&L 5d %
- -5.53%
Q2
- Dividend
- $0.40
- Gap %
- 0.49%
- Pre-ex close
- $55.43
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -0.92%
- P&L 5d %
- +4.56%
Q1
- Dividend
- $0.40
- Gap %
- -1.56%
- Pre-ex close
- $60.35
- High touch (td)
- 7
- Recovered 5d
- no
- Recovered 30d
- yes
- Drawdown
- -4.21%
- P&L 5d %
- -0.98%
Q4
- Dividend
- $0.38
- Gap %
- 1.30%
- Pre-ex close
- $63.66
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -4.45%
- P&L 5d %
- -2.40%
Q3
- Dividend
- $0.38
- Gap %
- -0.38%
- Pre-ex close
- $68.82
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -2.73%
- P&L 5d %
- +1.10%
Q2
- Dividend
- $0.38
- Gap %
- -0.58%
- Pre-ex close
- $76.26
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -1.91%
- P&L 5d %
- -0.13%
Q1
- Dividend
- $0.38
- Gap %
- -0.61%
- Pre-ex close
- $80.90
- High touch (td)
- >30
- Recovered 5d
- no
- Recovered 30d
- no
- Drawdown
- -7.47%
- P&L 5d %
- -4.08%
Q4
- Dividend
- $0.36
- Gap %
- -0.59%
- Pre-ex close
- $69.24
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -1.20%
- P&L 5d %
- +3.24%
Q3
- Dividend
- $0.36
- Gap %
- -1.03%
- Pre-ex close
- $67.17
- High touch (td)
- 6
- Recovered 5d
- no
- Recovered 30d
- yes
- Drawdown
- -3.22%
- P&L 5d %
- +0.86%
Q2
- Dividend
- $0.36
- Gap %
- -1.52%
- Pre-ex close
- $58.05
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -1.52%
- P&L 5d %
- +5.08%
Q1
- Dividend
- $0.36
- Gap %
- -1.27%
- Pre-ex close
- $67.78
- High touch (td)
- 20
- Recovered 5d
- no
- Recovered 30d
- yes
- Drawdown
- -6.54%
- P&L 5d %
- -4.06%
Q4
- Dividend
- $0.34
- Gap %
- 0.03%
- Pre-ex close
- $70.48
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -1.72%
- P&L 5d %
- +1.43%
Q3
- Dividend
- $0.34
- Gap %
- -0.71%
- Pre-ex close
- $70.88
- High touch (td)
- 19
- Recovered 5d
- no
- Recovered 30d
- yes
- Drawdown
- -4.90%
- P&L 5d %
- -2.64%
Q2
- Dividend
- $0.34
- Gap %
- -0.73%
- Pre-ex close
- $64.30
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -5.07%
- P&L 5d %
- -1.60%
HTO Pre-Ex Touch Time Distribution
- ≤ 1 day1155%
- 2–3 days210%
- 4–5 days15%
- 6–10 days210%
- 11–30 days210%
- 30+210%
55% within 1d · 70% within 5d · 90% within 30d
HTO Dividend Capture Calculator — After-Tax Yield
Pre-filled with HTO's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.
Holding shorter than the IRS 61-day rule disqualifies the dividend from “qualified” status — it is taxed as ordinary income at your marginal rate. Adjust Tax % accordingly.
- Gross dividend
- $88.00
- After-tax dividend
- $57.20
- Slippage round-trip
- -$10.47
- Net if price returns to pre-ex
- +$46.73
- Required recovery to break even
- 0.00%
- Per-event after-tax yield
- +0.45%
- Annual if all succeed
- ~22.5%
HTO Dividend Capture Backtest Simulator
Replay every historical HTO ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close (limit-order P&L on first intraday touch), or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan and see realized P&L per event.
Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).
Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).
Cumulative P&L (equity curve)
Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover dots for exact values.
Per-event P&L distribution
20 trades in this sample · bar height ∝ count in each bucket (gross % per event).
Scenario P&L by event · HTO (20)
Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.
| Ex-date | P&L |
|---|---|
| +0.53% | |
| -2.64% | |
| +0.48% | |
| -4.06% | |
| +0.62% | |
| +0.86% | |
| +0.52% | |
| -4.08% | |
| +0.50% | |
| +0.55% | |
| +0.60% | |
| -0.98% | |
| +0.72% | |
| -5.53% | |
| +0.73% | |
| +0.83% | |
| +0.79% | |
| +0.84% | |
| +0.88% | |
| +0.84% |
Looking for full price seasonality? See HTO seasonality →
Frequently asked questions
What is the dividend capture success rate for HTO?
Across the last 20 ex-dividend events for H2O America (HTO), the post-ex intraday high reached the pre-ex close within 30 trading days in 90% of cases, with a median time-to-touch of 1 trading day. We measure recovery via intraday high because that is when a GTC limit-order at the pre-ex close would actually fill, ending the trade at break-even with the dividend pocketed.
How long does it take HTO to recover its dividend gap?
Historically, HTO touches its pre-ex close in a median of 1 trading day, with the best case at 1 and the worst case at 20 trading days within our 30-day measurement window. A stricter close-based recovery (mark-to-MOC) is also computed in the database; explore it with the per-ticker simulator’s “Hold N days, exit MOC” mode rather than in the event table.
Is the dividend on HTO large enough to capture?
HTO has a signal-to-noise ratio of 0.25 (dividend / 14-day ATR). Values above 1.0 indicate the dividend is larger than the typical daily price swing, making capture trades more viable; below 0.5 means typical daily noise can easily wipe out the gain.
When is the next ex-dividend date for HTO?
The next ex-dividend date for H2O America (HTO) is May 11, 2026, confirmed (declared by the company).
How does HTO compare to its sector for dividend capture?
Within Utilities, the median 30-day pre-ex touch rate is 95%. HTO sits at 90% — at or below the sector benchmark.
Why does HTO dividend capture measure recovery via intraday high, not close?
A realistic capture trade exits via a GTC limit-order at the pre-ex close: the moment the post-ex intraday high touches that level, the order fills and the trader pockets the dividend at break-even. Measuring recovery via close is stricter (mark-to-MOC); we expose that path in the per-ticker simulator as the "Hold N days, exit MOC" mode. The high-based primary metric directly answers the trader-facing question "would my limit have filled?" — close-based answers "would I have been flat at the bell?".
How are dividend capture trades taxed in the US?
Holding period matters. Dividends are "qualified" (taxed at the long-term capital gains rate, 0/15/20%) only when the underlying shares are held for more than 60 days during the 121-day window centered on the ex-dividend date. Dividend capture trades typically hold less than 61 days, so the dividend is taxed at your ordinary income bracket. Always consult a qualified tax advisor.
What are the main risks of a dividend capture strategy?
Three structural risks: (1) the share price may not recover the gap within your holding window; (2) ordinary-income tax can consume the after-tax yield; (3) transaction costs and bid/ask slippage can wipe out small dividends. Historical statistics measure base rates; they do not guarantee any single trade will work.