Securities

Ex-Dividend Date

The ex-dividend date is the first day a stock trades without the right to receive the upcoming dividend, typically one business day before the record date. Buyers on or after this date will not receive the dividend.

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Exam Tip

Ex-dividend date = first day WITHOUT dividend rights. Buy BEFORE ex-date to get dividend. Stock price typically drops by dividend amount on ex-date.

What is the Ex-Dividend Date?

The ex-dividend date (ex-date) is the cutoff date for receiving a stock's dividend. If you buy a stock on or after its ex-dividend date, you will NOT receive the upcoming dividend payment—the seller keeps it.

Key Dividend Dates

DateDescription
Declaration DateCompany announces dividend amount and dates
Ex-Dividend DateFirst day stock trades without dividend rights
Record DateCompany determines shareholders who receive dividend
Payment DateDividend is actually paid to shareholders

How It Works

When You BuyDividend Received?
Before ex-dateYes, you get the dividend
On or after ex-dateNo, seller gets it

Stock Price Adjustment

On the ex-dividend date, the stock price typically drops by approximately the dividend amount because new buyers aren't entitled to the dividend.

Example:

  • Stock closes at $50 on day before ex-date
  • Dividend is $1.00
  • Stock opens around $49 on ex-date

Settlement and Timing

Stocks settle T+1 (one business day after trade). The ex-dividend date is set one business day before the record date to ensure buyers before the ex-date are registered shareholders by the record date.

Ex-Dividend Date Example

DateEvent
March 1Declaration: $0.50 dividend announced
March 14Ex-dividend date
March 15Record date
March 30Payment date

If you buy on March 13: You receive the dividend. If you buy on March 14: You do NOT receive the dividend.

Investment Strategies

StrategyDescription
Dividend CaptureBuy before ex-date, sell after (risky due to price drop)
Avoid Ex-Date BuyingWait until after ex-date for lower price
Long-term HoldingEx-date less relevant for long-term investors

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