Parker-Hannifin (PH) Dividend Capture: 0.21% per event (0.8% annualized)
Parker-Hannifin (PH) 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 0.13), meaning ordinary day-to-day noise can easily exceed the dividend itself.
Versus its sector, PH sits roughly in line with the Industrials 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 8, 2026, with an expected dividend of $2.00.
- Touch rate (30d)
- 90%-5pp vs sector
- Median days-to-touch
- 1din line with sector
- Signal-to-noise
- 0.13-0.05 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)
- 0.13-0.05 vs sector
- Avg gap on ex-date
- 0.01%+0.36pp vs sector
- Win rate at MOC exit
- 60%
- Median drawdown during hold
- -2.73%+1.24pp vs sector
- Best / worst touch (days)
- 1 / 4
Next ex-dividend
Confirmed by company declaration.
- Dividend
- $2.00
- Per-event yield
- 0.21%
- Annualized yield
- 0.85%
- Previously paid
- Feb 6, 2026 ($1.80)
- Last record date
- Feb 6, 2026
- Last payment date
- Mar 6, 2026
How PH ranks in Industrials
Compared with other stocks in this sector that pass our capture-quality filter (87 tickers). Lower rank number is better on every metric below.
- 30-day touch rate#67of 87
Beats ~23% of peers on this metric
- Median days to touch#1of 87
Beats ~99% of peers on this metric
- Signal-to-noise#59of 87
Beats ~32% of peers on this metric
PH 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 Parker-Hannifin (PH). 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 | $1.80 | 1.03% | $967.62 | 1 | yes | yes | 0.40% | +3.71% | |
| Q4 | $1.80 | 0.22% | $834.15 | 1 | yes | yes | -3.35% | -0.05% | |
| Q3 | $1.80 | -1.75% | $759.35 | 4 | yes | yes | -2.69% | -0.30% | |
| Q2 | $1.80 | 0.19% | $641.50 | 1 | yes | yes | -0.02% | +6.34% | |
| Q1 | $1.63 | 0.36% | $691.60 | 1 | yes | yes | -4.20% | +1.49% | |
| Q4 | $1.63 | 0.03% | $689.77 | 1 | yes | yes | -0.84% | +1.56% | |
| Q3 | $1.63 | -0.02% | $590.09 | 1 | yes | yes | -3.67% | -2.25% | |
| Q2 | $1.63 | -0.15% | $554.91 | 1 | yes | yes | -3.11% | -2.49% | |
| Q1 | $1.48 | -0.27% | $514.22 | 1 | yes | yes | -1.66% | +1.78% | |
| Q4 | $1.48 | 0.23% | $412.82 | 1 | yes | yes | 0.03% | +5.16% | |
| Q3 | $1.48 | 0.98% | $398.33 | 1 | yes | yes | -0.32% | +6.43% | |
| Q2 | $1.48 | -1.13% | $326.88 | 2 | yes | yes | -1.91% | +2.98% | |
| Q1 | $1.33 | 0.38% | $351.99 | 1 | yes | yes | -2.76% | +1.10% | |
| Q4 | $1.33 | 3.96% | $289.23 | 1 | yes | yes | 2.16% | +5.61% | |
| Q3 | $1.33 | -0.23% | $292.38 | >30 | no | no | -10.31% | -8.95% | |
| Q2 | $1.33 | -1.18% | $264.89 | 2 | yes | yes | -4.36% | -0.33% | |
| Q1 | $1.03 | -1.85% | $314.25 | >30 | no | no | -10.79% | -3.25% | |
| Q4 | $1.03 | -0.32% | $329.57 | 3 | yes | yes | -1.60% | +0.24% | |
| Q3 | $1.03 | -0.09% | $303.51 | 1 | yes | yes | -6.71% | -2.50% | |
| Q2 | $1.03 | -0.20% | $315.70 | 1 | yes | yes | -4.66% | +0.49% |
Q1
- Dividend
- $1.80
- Gap %
- 1.03%
- Pre-ex close
- $967.62
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- 0.40%
- P&L 5d %
- +3.71%
Q4
- Dividend
- $1.80
- Gap %
- 0.22%
- Pre-ex close
- $834.15
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -3.35%
- P&L 5d %
- -0.05%
Q3
- Dividend
- $1.80
- Gap %
- -1.75%
- Pre-ex close
- $759.35
- High touch (td)
- 4
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -2.69%
- P&L 5d %
- -0.30%
Q2
- Dividend
- $1.80
- Gap %
- 0.19%
- Pre-ex close
- $641.50
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -0.02%
- P&L 5d %
- +6.34%
Q1
- Dividend
- $1.63
- Gap %
- 0.36%
- Pre-ex close
- $691.60
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -4.20%
- P&L 5d %
- +1.49%
Q4
- Dividend
- $1.63
- Gap %
- 0.03%
- Pre-ex close
- $689.77
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -0.84%
- P&L 5d %
- +1.56%
Q3
- Dividend
- $1.63
- Gap %
- -0.02%
- Pre-ex close
- $590.09
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -3.67%
- P&L 5d %
- -2.25%
Q2
- Dividend
- $1.63
- Gap %
- -0.15%
- Pre-ex close
- $554.91
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -3.11%
- P&L 5d %
- -2.49%
Q1
- Dividend
- $1.48
- Gap %
- -0.27%
- Pre-ex close
- $514.22
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -1.66%
- P&L 5d %
- +1.78%
Q4
- Dividend
- $1.48
- Gap %
- 0.23%
- Pre-ex close
- $412.82
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- 0.03%
- P&L 5d %
- +5.16%
Q3
- Dividend
- $1.48
- Gap %
- 0.98%
- Pre-ex close
- $398.33
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -0.32%
- P&L 5d %
- +6.43%
Q2
- Dividend
- $1.48
- Gap %
- -1.13%
- Pre-ex close
- $326.88
- High touch (td)
- 2
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -1.91%
- P&L 5d %
- +2.98%
Q1
- Dividend
- $1.33
- Gap %
- 0.38%
- Pre-ex close
- $351.99
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -2.76%
- P&L 5d %
- +1.10%
Q4
- Dividend
- $1.33
- Gap %
- 3.96%
- Pre-ex close
- $289.23
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- 2.16%
- P&L 5d %
- +5.61%
Q3
- Dividend
- $1.33
- Gap %
- -0.23%
- Pre-ex close
- $292.38
- High touch (td)
- >30
- Recovered 5d
- no
- Recovered 30d
- no
- Drawdown
- -10.31%
- P&L 5d %
- -8.95%
Q2
- Dividend
- $1.33
- Gap %
- -1.18%
- Pre-ex close
- $264.89
- High touch (td)
- 2
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -4.36%
- P&L 5d %
- -0.33%
Q1
- Dividend
- $1.03
- Gap %
- -1.85%
- Pre-ex close
- $314.25
- High touch (td)
- >30
- Recovered 5d
- no
- Recovered 30d
- no
- Drawdown
- -10.79%
- P&L 5d %
- -3.25%
Q4
- Dividend
- $1.03
- Gap %
- -0.32%
- Pre-ex close
- $329.57
- High touch (td)
- 3
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -1.60%
- P&L 5d %
- +0.24%
Q3
- Dividend
- $1.03
- Gap %
- -0.09%
- Pre-ex close
- $303.51
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -6.71%
- P&L 5d %
- -2.50%
Q2
- Dividend
- $1.03
- Gap %
- -0.20%
- Pre-ex close
- $315.70
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -4.66%
- P&L 5d %
- +0.49%
PH Pre-Ex Touch Time Distribution
- ≤ 1 day1470%
- 2–3 days315%
- 4–5 days15%
- 6–10 days00%
- 11–30 days00%
- 30+210%
70% within 1d · 90% within 5d · 90% within 30d
PH Dividend Capture Calculator — After-Tax Yield
Pre-filled with PH'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
- $400.00
- After-tax dividend
- $260.00
- Slippage round-trip
- -$193.52
- Net if price returns to pre-ex
- +$66.48
- Required recovery to break even
- 0.00%
- Per-event after-tax yield
- +0.03%
- Annual if all succeed
- ~1.7%
PH Dividend Capture Backtest Simulator
Replay every historical PH 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 · PH (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 |
|---|---|
| +0.33% | |
| +0.34% | |
| +0.31% | |
| -3.25% | |
| +0.50% | |
| -8.95% | |
| +0.46% | |
| +0.38% | |
| +0.45% | |
| +0.37% | |
| +0.36% | |
| +0.29% | |
| +0.29% | |
| +0.28% | |
| +0.24% | |
| +0.24% | |
| +0.28% | |
| +0.24% | |
| +0.22% | |
| +0.19% |
Looking for full price seasonality? See PH seasonality →
Frequently asked questions
What is the dividend capture success rate for PH?
Across the last 20 ex-dividend events for Parker-Hannifin (PH), 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 PH to recover its dividend gap?
Historically, PH touches its pre-ex close in a median of 1 trading day, with the best case at 1 and the worst case at 4 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 PH large enough to capture?
PH has a signal-to-noise ratio of 0.13 (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 PH?
The next ex-dividend date for Parker-Hannifin (PH) is May 8, 2026, confirmed (declared by the company).
How does PH compare to its sector for dividend capture?
Within Industrials, the median 30-day pre-ex touch rate is 95%. PH sits at 90% — at or below the sector benchmark.
Why does PH 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.
