Iron Mountain (IRM) has touched its pre-ex close within 30 trading days in 95% of the last 19 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 0.43), meaning ordinary day-to-day noise can easily exceed the dividend itself.
Versus its sector, IRM sits roughly in line with the Real Estate 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 ex-dividend date is estimated at Sep 14, 2026 (±0 days), based on the historical pattern; the company has not yet declared a dividend.
- Touch rate (30d)
- 95%in line with sector
- Median days-to-touch
- 1din line with sector
- Signal-to-noise
- 0.43in line with sector
Recovery engine
TL;DR over the most recent 19 events.
| Metric | Value | vs sector |
|---|---|---|
| 30-day touch rate | 95% | in line with sector |
| Median days-to-touch | 1d | in line with sector |
| Signal-to-noise (div / ATR) | 0.43 | in line with sector |
| Avg gap on ex-date | -0.62% | +0.25pp vs sector |
| Win rate at MOC exit | 50% | — |
| Median drawdown during hold | -5.85% | -1.14pp vs sector |
| Best / worst touch (days) | 1 / 6 | — |
Next ex-dividend
Estimated from historical pattern ±0 days.
| Dividend | $0.86 |
| Per-event yield | 0.81% |
| Annualized yield | 2.67% |
| Previously paid | Mar 16, 2026 ($0.86) |
| Last record date | Mar 16, 2026 |
| Last payment date | Apr 3, 2026 |
IRM 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 Iron Mountain (IRM). 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 | $0.86 | 0.84% | $106.84 | 1 | yes | yes | -8.43% | -3.78% | |
| Q4 | $0.86 | -0.29% | $83.35 | 1 | yes | yes | -6.69% | -1.76% | |
| Q3 | $0.79 | -0.43% | $96.69 | 1 | yes | yes | -0.64% | +8.85% | |
| Q2 | $0.79 | -0.24% | $101.59 | 1 | yes | yes | -4.94% | +4.38% | |
| Q1 | $0.79 | -0.89% | $86.62 | 1 | yes | yes | -2.33% | +4.91% | |
| Q4 | $0.71 | -0.30% | $111.90 | 1 | yes | yes | -9.44% | -5.33% | |
| Q3 | $0.71 | -0.05% | $117.06 | 1 | yes | yes | -4.08% | +1.79% | |
| Q2 | $0.65 | -1.35% | $88.02 | 1 | yes | yes | -1.41% | +1.33% | |
| Q1 | $0.65 | -1.40% | $80.10 | 5 | yes | yes | -3.78% | +1.85% | |
| Q4 | $0.65 | 1.06% | $67.84 | 1 | yes | yes | -1.06% | +2.74% | |
| Q3 | $0.65 | -0.25% | $63.06 | 1 | yes | yes | -6.49% | -1.11% | |
| Q2 | $0.62 | -0.50% | $56.38 | 1 | yes | yes | -4.68% | -1.62% | |
| Q1 | $0.62 | -0.23% | $52.67 | 1 | yes | yes | -7.08% | -1.60% | |
| Q4 | $0.62 | -0.70% | $55.54 | 1 | yes | yes | -11.79% | -7.58% | |
| Q3 | $0.62 | -1.77% | $54.79 | 1 | yes | yes | -20.72% | -7.34% | |
| Q2 | $0.62 | -1.03% | $48.37 | 2 | yes | yes | -5.21% | +0.82% | |
| Q1 | $0.62 | -2.32% | $50.53 | 6 | no | yes | -6.53% | +0.47% | |
| Q4 | $0.62 | -1.11% | $49.56 | 2 | yes | yes | -4.30% | +5.18% | |
| Q3 | $0.62 | -0.83% | $47.20 | >30 | no | no | -6.95% | -4.45% | |
| Q2 | $0.62 | -1.12% | $46.28 | >30 | no | no | -6.87% | -0.65% |
- -3.78%
- -1.76%
- +8.85%
- +4.38%
- +4.91%
- -5.33%
- +1.79%
- +1.33%
- +1.85%
- +2.74%
- -1.11%
- -1.62%
- -1.60%
- -7.58%
- -7.34%
- +0.82%
- +0.47%
- +5.18%
- -4.45%
- -0.65%
IRM 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 window | Distribution | Count | Share |
|---|---|---|---|
| ≤ 1 day | 14 | 70% | |
| 2–3 days | 2 | 10% | |
| 4–5 days | 1 | 5% | |
| 6–10 days | 1 | 5% | |
| 11–30 days | 0 | 0% | |
| 30+ | 2 | 10% |
IRM Dividend Capture Calculator — After-Tax Yield
Pre-filled with IRM'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.
- Gross dividend
- $172.00
- After-tax dividend
- $111.80
- Slippage round-trip
- -$21.37
- Net if price returns to pre-ex
- +$90.43
- Required recovery to break even
- 0.00%
- Per-event after-tax yield
- +0.42%
- Annual if all succeed
- ~21.3%
IRM Dividend Capture Backtest Simulator
Replay every historical IRM 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.
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 · IRM (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 |
|---|---|
| -0.65% | |
| -4.45% | |
| +1.25% | |
| +0.47% | |
| +1.28% | |
| +1.13% | |
| +1.11% | |
| +1.17% | |
| +1.10% | |
| +1.03% | |
| +0.96% | |
| +0.81% | |
| +0.74% | |
| +0.61% | |
| +0.64% | |
| +0.91% | |
| +0.77% | |
| +0.81% | |
| +1.04% | |
| +0.81% |
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.