Southside Bancshares (SBSI) has touched its pre-ex close within 30 trading days in 79% 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 0.42), 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)
- 79%-16pp vs sector
- Median days-to-touch
- 1din line with sector
- Signal-to-noise
- 0.42+0.12 vs sector
Recovery engine
TL;DR over the most recent 19 events.
| Metric | Value | vs sector |
|---|---|---|
| 30-day touch rate | 79% | -16pp 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% | -0.36pp vs sector |
| Win rate at MOC exit | 40% | — |
| Median drawdown during hold | -4.44% | in line with sector |
| Best / worst touch (days) | 1 / 8 | — |
Next ex-dividend
Estimated from historical pattern ±1 day.
| Dividend | $0.36 |
| Per-event yield | 1.09% |
| Annualized yield | 4.49% |
| Previously paid | Feb 19, 2026 ($0.36) |
| Last record date | Feb 19, 2026 |
| Last payment date | Mar 5, 2026 |
SBSI 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 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 | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 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% | |
| Q2 | $0.33 | -1.18% | $42.55 | 3 | yes | yes | -3.67% | -0.40% |
- -0.94%
- +4.32%
- +4.93%
- -0.45%
- -1.88%
- +1.03%
- +5.71%
- -2.40%
- -1.96%
- -3.71%
- -3.82%
- +0.22%
- +0.85%
- +1.86%
- -6.02%
- -0.23%
- -5.60%
- -6.38%
- +0.24%
- -0.40%
SBSI 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 | 9 | 45% | |
| 2–3 days | 5 | 25% | |
| 4–5 days | 0 | 0% | |
| 6–10 days | 2 | 10% | |
| 11–30 days | 0 | 0% | |
| 30+ | 4 | 20% |
SBSI Dividend Capture Calculator — After-Tax Yield
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.
- Gross dividend
- $72.00
- After-tax dividend
- $46.80
- Slippage round-trip
- -$6.58
- Net if price returns to pre-ex
- +$40.22
- Required recovery to break even
- 0.00%
- Per-event after-tax yield
- +0.61%
- Annual if all succeed
- ~30.8%
SBSI Dividend Capture Backtest Simulator
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.
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 · 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 |
|---|---|
| +0.78% | |
| +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% |
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.