Securities Industry Essentials (SIE) ExamUnderstanding Products and Their RisksMedium

A client owns 100 shares of XYZ Corp. common stock. XYZ Corp. announces a cash dividend of $0.50 per share. On the ex-dividend date, the stock's market price will typically adjust by approximately:

  1. AIncreasing by $0.50 per share
  2. BDecreasing by the dividend yield percentage
  3. CRemaining unchanged
  4. DDecreasing by $0.50 per share
Show answer & explanation

Correct answer: D. Decreasing by $0.50 per share

On the ex-dividend date, the stock's market price is typically reduced by the amount of the dividend. This is because buyers of the stock on or after the ex-dividend date will not receive the announced dividend, which essentially reduces the value of the stock by that amount.

Why the other options are wrong

  • A. The stock price decreases, it does not increase, as the dividend is no longer included in its value.
  • B. The adjustment is by the absolute dividend amount, not a percentage of the dividend yield.
  • C. The price does not remain unchanged; the dividend's value is removed from the stock price.

Ex-Dividend Date

The first day a stock trades without the right to receive a previously declared dividend. Purchasers on or after this date will not receive the dividend.

  • Determined by FINRA/exchanges, usually one business day before the record date.
  • Stock price typically drops by the dividend amount on this date.
  • Crucial for determining who receives the dividend.

Memory trick: DERP: Declaration, Ex-dividend, Record, Payment.

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