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Dividend Forecast for Invesco (IVZ)

Project future dividend income from Invesco (IVZ). Toggle DRIP, monthly contributions, and custom growth assumptions.

Position

Starting investment and current stock price.

Latest market close: $26.83

Investment, stock price, and share count are tied together (investment = shares × price). Editing one updates the others so they stay in sync.

Growth assumptions

Projected dividend and price appreciation rates.

Default reflects historical 5Y CAGR (~1.5%).

A general long-term market assumption (5%), not specific to this stock. Adjust to your own outlook.

Settings

Tax rate, payout frequency, and reinvestment.

%

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

$2,126.52112.7%

Annual Dividend Income

$47.7244.7%

Monthly Dividend Income

$3.9844.7%

Yield on Cost

3.66%

Total Return Breakdown

How your projected portfolio value splits across your initial investment, added contributions, dividends earned, and stock-price growth.

$2,127 (+112.7%)

Initial Investment

$1,000

47.0%

Additional Investments

$0

0.0%

Dividends

$395

18.6%

Stock Price Growth

$732

34.4%

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
    37.27
    Annual DPS
    $0.8450
    Annual dividend
    $31.49
    Yield on cost
    3.15%
    Stock price
    $26.83
    Total profit
    $0.00
  • Year 1

    Portfolio value
    $1,082.94
    Shares
    38.44
    Annual DPS
    $0.8577
    Annual dividend
    $32.97
    Yield on cost
    3.20%
    Annual investment
    $32.34
    Stock price
    $28.17
    Total profit
    $82.94
  • Year 2

    Portfolio value
    $1,171.56
    Shares
    39.61
    Annual DPS
    $0.8705
    Annual dividend
    $34.48
    Yield on cost
    3.24%
    Annual investment
    $33.85
    Stock price
    $29.58
    Total profit
    $171.56
  • Year 3

    Portfolio value
    $1,266.17
    Shares
    40.77
    Annual DPS
    $0.8836
    Annual dividend
    $36.02
    Yield on cost
    3.29%
    Annual investment
    $35.38
    Stock price
    $31.06
    Total profit
    $266.17
  • Year 4

    Portfolio value
    $1,367.11
    Shares
    41.92
    Annual DPS
    $0.8969
    Annual dividend
    $37.60
    Yield on cost
    3.34%
    Annual investment
    $36.95
    Stock price
    $32.61
    Total profit
    $367.11
  • Year 5

    Portfolio value
    $1,474.73
    Shares
    43.07
    Annual DPS
    $0.9103
    Annual dividend
    $39.20
    Yield on cost
    3.39%
    Annual investment
    $38.55
    Stock price
    $34.24
    Total profit
    $474.73
  • Year 6

    Portfolio value
    $1,589.40
    Shares
    44.21
    Annual DPS
    $0.9240
    Annual dividend
    $40.84
    Yield on cost
    3.44%
    Annual investment
    $40.19
    Stock price
    $35.95
    Total profit
    $589.40
  • Year 7

    Portfolio value
    $1,711.50
    Shares
    45.33
    Annual DPS
    $0.9378
    Annual dividend
    $42.52
    Yield on cost
    3.50%
    Annual investment
    $41.86
    Stock price
    $37.75
    Total profit
    $711.50
  • Year 8

    Portfolio value
    $1,841.43
    Shares
    46.45
    Annual DPS
    $0.9519
    Annual dividend
    $44.22
    Yield on cost
    3.55%
    Annual investment
    $43.55
    Stock price
    $39.64
    Total profit
    $841.43
  • Year 9

    Portfolio value
    $1,979.63
    Shares
    47.56
    Annual DPS
    $0.9662
    Annual dividend
    $45.95
    Yield on cost
    3.60%
    Annual investment
    $45.29
    Stock price
    $41.62
    Total profit
    $979.63
  • Year 10

    Portfolio value
    $2,126.52
    Shares
    48.66
    Annual DPS
    $0.9807
    Annual dividend
    $47.72
    Yield on cost
    3.66%
    Annual investment
    $47.05
    Stock price
    $43.70
    Total profit
    $1,126.52

Projected dividend income: DRIP vs no DRIP

Final-year advantage: +$11.17 (30.6% vs no DRIP)

How much to invest in Invesco for your target dividend income

Find the lump sum — or monthly contribution and time — needed to reach a target monthly dividend income from IVZ, based on its current yield and dividend growth.

Frequently asked questions