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Dividend Capture for IBM (IBM)

IBM dividend capture — median 3d pre-ex touch, 89% /30d touch rate over 19 ex-dates. Next ex-date, event history, after-tax calculator & simulator.

Updated Jun 20, 202619 eventshigh

IBM (IBM) has touched its pre-ex close within 30 trading days in 89% of the last 19 ex-dividend events, with a median time-to-touch of 3 trading days (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.49), meaning ordinary day-to-day noise can easily exceed the dividend itself.

Versus its sector, IBM sits noticeably below the Technology sector benchmark of 95%. The sector median time-to-touch is 1 trading day, so this ticker touches more slowly than peers.

Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit. The next ex-dividend date is estimated at Aug 7, 2026 (±3 days), based on the historical pattern; the company has not yet declared a dividend.

Touch rate (30d)
89%-6pp vs sector
Median days-to-touch
3d+2.0d vs sector
Signal-to-noise
0.49+0.33 vs sector

Recovery engine

TL;DR over the most recent 19 events.

MetricValuevs sector
30-day touch rate
89%
-6pp vs sector
Median days-to-touch
3d
+2.0d vs sector
Signal-to-noise (div / ATR)
0.49
+0.33 vs sector
Avg gap on ex-date
-1.04%
-0.71pp vs sector
Win rate at MOC exit
55%
Median drawdown during hold
-4.33%
+0.28pp vs sector
Best / worst touch (days)
1 / 23

Next ex-dividend

Estimated from historical pattern ±3 days.

in 47 days
Dividend$1.69
Per-event yield0.57%
Annualized yield2.93%
Previously paidFeb 10, 2026 ($1.68)
Last record dateFeb 10, 2026
Last payment dateMar 10, 2026

IBM 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 IBM (IBM). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.

  • -11.43%
  • -2.46%
  • -3.50%
  • +5.63%
  • +4.91%
  • -0.77%
  • +1.47%
  • +0.44%
  • +2.61%
  • +4.52%
  • -2.47%
  • +1.39%
  • +0.49%
  • +4.38%
  • +4.22%
  • -0.72%
  • -8.11%
  • -3.57%
  • +0.84%
  • -1.37%

IBM Pre-Ex Touch Time Distribution

First trading session whose intraday high reached the pre-ex close within the 30-day measurement window. td = trading days from ex-date.

Touch windowDistributionCountShare
≤ 1 day420%
2–3 days630%
4–5 days15%
6–10 days315%
11–30 days420%
30+210%
20% within 1d · 55% within 5d · 90% within 30d(20 events analyzed)

IBM Dividend Capture Calculator — After-Tax Yield

Pre-filled with IBM's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.

U.S. ordinary-income rate (22-37%) applies on holds shorter than 61 days. Hold longer to qualify for the 0/15/20% qualified-dividend rate.

Slippage preset
Display
Gross dividend
$338.00
After-tax dividend
$219.70
Slippage round-trip
-$59.27

Net if price returns to pre-ex
+$160.43
Required recovery to break even
0.00%

Per-event after-tax yield
+0.27%
Annual if all succeed
~13.6%
Scenariosbase rate 89%
Best (limit fills)+$160.43
Average (base rate)+$124.85
Worst (no recovery)$177.57

Open in full calculator →

IBM Dividend Capture Backtest Simulator

Replay every historical IBM ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close, or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan.

Limit window:Quarter:

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).

Avg P&L per trade(20 events)-0.45%
Win rate (20 trades)
65%
Cumulative P&L
i
-8.93%Sum of per-event % (not compounded)
Buy & hold (same sample)
i
+129.22%Span: May 7, 2021 → Feb 10, 2026 · long-horizon total return vs repeating capture cycles
Best event
+1.35%
Worst event
-8.11%

Cumulative P&L (equity curve)

Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover dots for exact values.

+0.0%-12.9%May 7, 2021 · cumulative -1.37% (sum of returns through this event)Aug 9, 2021 · cumulative -0.53% (sum of returns through this event)Nov 9, 2021 · cumulative -4.09% (sum of returns through this event)Feb 10, 2022 · cumulative -12.20% (sum of returns through this event)May 9, 2022 · cumulative -12.92% (sum of returns through this event)Aug 9, 2022 · cumulative -11.68% (sum of returns through this event)Nov 9, 2022 · cumulative -10.50% (sum of returns through this event)Feb 9, 2023 · cumulative -9.29% (sum of returns through this event)May 9, 2023 · cumulative -7.94% (sum of returns through this event)Aug 9, 2023 · cumulative -10.42% (sum of returns through this event)Nov 9, 2023 · cumulative -9.30% (sum of returns through this event)Feb 8, 2024 · cumulative -8.39% (sum of returns through this event)May 9, 2024 · cumulative -7.96% (sum of returns through this event)Aug 9, 2024 · cumulative -7.09% (sum of returns through this event)Nov 12, 2024 · cumulative -7.86% (sum of returns through this event)Feb 10, 2025 · cumulative -7.20% (sum of returns through this event)May 9, 2025 · cumulative -6.54% (sum of returns through this event)Aug 8, 2025 · cumulative -10.04% (sum of returns through this event)Nov 10, 2025 · cumulative -9.49% (sum of returns through this event)Feb 10, 2026 · cumulative -8.93% (sum of returns through this event)
May 7, 2021Feb 10, 2026

Per-event P&L distribution

20 trades in this sample · bar height ∝ count in each bucket (gross % per event).

3
<-3%
2
-3..-1%
2
-1..0%
 
0%
8
0..1%
5
1..3%
 
>3%

Scenario P&L by event · IBM (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-dateP&L
-1.37%
+0.84%
-3.57%
-8.11%
-0.72%
+1.24%
+1.18%
+1.21%
+1.35%
-2.47%
+1.12%
+0.90%
+0.44%
+0.87%
-0.77%
+0.66%
+0.66%
-3.50%
+0.55%
+0.57%

Results are illustrative only and are not financial advice. Capture simulations use historical prices and simplified costs and tax assumptions. Actual fills, borrow fees, and market rules vary. Consult a qualified advisor before trading.

Frequently asked questions