SBSI dividend capture — median 1d pre-ex touch, 80% /30d touch rate over 20 ex-dates. Next ex-date, event history, after-tax calculator & simulator.
How this company returns cash to shareholders — buybacks, dividends, and stock splits.
How this company returns cash to shareholders — buybacks, dividends, and stock splits.
Southside Bancshares (SBSI) has touched its pre-ex close within 30 trading days in 80% 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 0.42), meaning ordinary day-to-day noise can easily exceed the dividend itself.
Versus its sector, SBSI sits noticeably below the Financial Services 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 Aug 17, 2026 (±1 day), based on the historical pattern; the company has not yet declared a dividend.
Touch rate (30d)
80%
Median days-to-touch
1d
Signal-to-noise
0.42
TL;DR over the most recent 20 events.
| Metric | Value | vs sector |
|---|---|---|
| 30-day touch rate | 80% | -15pp vs sector |
| Median days-to-touch | 1d | in line with sector |
| Signal-to-noise (div / ATR) | 0.42 | +0.12 vs sector |
| Avg gap on ex-date | -0.93% | -0.34pp vs sector |
| Win rate at MOC exit | 45% | — |
| Median drawdown during hold | -4.44% | in line with sector |
| Best / worst touch (days) | 1 / 8 | — |
Estimated from historical pattern ±1 day.
Dividend
$0.36
Per-event yield
1.13%
Annualized yield
4.49%
Previously paid
May 18, 2026 ($0.36)
Last record date
May 18, 2026
Last payment date
Jun 1, 2026
Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday highat or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for Southside Bancshares (SBSI). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.
| Recovered 5d | Recovered 30d | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Q2 | $0.36 | -0.78% | $31.95 | 1 | yes | yes | -1.56% | +4.32% | |
| Q1 | $0.36 | -1.43% | $32.90 | 2 | yes | yes | -6.87% | -0.94% | |
| Q4 | $0.36 | -0.39% | $28.46 | 1 | yes | yes | -0.81% | +4.32% | |
| Q3 | $0.36 | -1.26% | $30.23 | 2 | yes | yes | -2.28% | +4.93% | |
| Q2 | $0.36 | -1.05% | $28.68 | 3 | yes | yes | -3.91% | -0.45% | |
| Q1 | $0.36 | -1.05% | $31.33 | >30 | no | no | -5.68% | -1.88% | |
| Q4 | $0.36 | 0.03% | $35.12 | 1 | yes | yes | -2.02% | +1.03% | |
| Q3 | $0.36 | -0.68% | $32.39 | 2 | yes | yes | -1.98% | +5.71% | |
| Q2 | $0.36 | -0.93% | $27.89 | >30 | no | no | -7.96% | -2.40% | |
| Q1 | $0.36 | -0.10% | $29.52 | 1 | yes | yes | -4.27% | -1.96% | |
| Q4 | $0.37 | -1.31% | $29.08 | 8 | no | yes | -6.71% | -3.71% | |
| Q3 | $0.35 | -1.20% | $31.71 | >30 | no | no | -6.62% | -3.82% | |
| Q2 | $0.35 | -0.44% | $27.45 | 1 | yes | yes | -4.37% | +0.22% | |
| Q1 | $0.35 | -1.50% | $38.75 | 1 | yes | yes | -2.81% | +0.85% | |
| Q4 | $0.38 | -0.55% | $36.05 | 1 | yes | yes | -5.13% | +1.86% | |
| Q3 | $0.34 | -1.65% | $41.70 | >30 | no | no | -9.57% | -6.02% | |
| Q2 | $0.34 | -2.05% | $39.43 | 6 | no | yes | -4.06% | -0.23% | |
| Q1 | $0.34 | -0.88% | $43.19 | 1 | yes | yes | -9.40% | -5.60% | |
| Q4 | $0.39 | -0.30% | $44.03 | 1 | yes | yes | -7.93% | -6.38% | |
| Q3 | $0.33 | -0.99% | $37.27 | 1 | yes | yes | -4.51% | +0.24% |
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 | 10 | 50% | |
| 2–3 days | 4 | 20% | |
| 4–5 days | 0 | 0% | |
| 6–10 days | 2 | 10% | |
| 11–30 days | 0 | 0% | |
| 30+ | 4 | 20% |
Pre-filled with SBSI'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.
Replay every historical SBSI 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.
Linked to your history table
These backtests use the same ex-dividend rows as Dividend Capture History on this page — 20 events loaded.
Quarter filter is All — every row in the table above is included here. Change quarter below to match the slice you want to stress-test.
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)
-0.15%
Win rate (20 trades)
70%
Cumulative P&L
-2.98%
Buy & hold (same sample)
+5.29%
Best event
+1.28%
Worst event
-6.02%
Cumulative P&L (equity curve)
Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover the line 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 · SBSI (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 |
|---|---|
| +0.89% | |
| +0.89% | |
| +0.79% | |
| -0.23% | |
| -6.02% | |
| +1.05% | |
| +0.90% | |
| +1.28% | |
| -3.82% | |
| -3.71% | |
| +1.22% | |
| -2.40% | |
| +1.11% | |
| +1.03% | |
| -1.88% | |
| +1.26% | |
| +1.19% | |
| +1.26% | |
| +1.09% | |
| +1.13% |
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.
Deep-dives across the income statement, cash flow, capital return, and valuation
How this company returns cash to shareholders — buybacks, dividends, and stock splits.
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