Want to track dividend yield, dividend payments, payment dates, and dividend growth in Excel?

You can do it manually by copying data from different finance websites, but that approach is not exactly sustainable. Dividend data changes over time, payment dates are updated, and new dividends are regularly declared.

If you are analyzing more than a few stocks, keeping everything current manually can demand significant time and effort.

In this guide, you’ll learn how to get dividend data in Excel using Wisesheets.

You’ll also get a free dividend tracker Excel template that lets you analyze any stock’s dividend yield, expected dividend per share, dividend history, payment dates, declaration dates, and dividend growth.

Download the Free Dividend Tracker Excel Template

Use this template to analyze:

• current dividend yield
• expected dividend per share
• 5-year dividend growth rate
• historical dividend payments
• adjusted dividends
• payment dates
• declaration dates
• dividend growth rate by payment period

Download the Free Dividend Tracker Excel Template

Once you enter a ticker in the template, it pulls the dividend data into Excel so you can review the company’s dividend history without rebuilding the sheet from scratch.

What's Included in the Dividend Tracker Excel Template

The free dividend tracker Excel template is built to help you analyze one stock at a time.

You enter the company ticker, and the sheet gives you key dividend metrics such as:

• current dividend yield
• expected dividend per share
• 5-year dividend growth rate

It also includes a historical dividend table with:

• dividend date
• dividend amount
• adjusted dividend
• payment date
• declaration date
• growth rate

You can use the historical dividend table if you need to check how a company’s dividend has changed over time. For example, you can use it to see whether a company has been increasing its dividend, keeping it flat, or cutting it.

You can also use the payment date and declaration date columns to understand when dividends were announced and when they were actually paid.

How to Get Dividend Yield and Dividend Payment Data in Excel

There are a few ways to get dividend data into Excel.

The most basic option is to copy and paste dividend data from a website like Yahoo Finance. That works if you only need quick data for one stock.

But it is not a great long-term setup.

Dividend yield changes as stock prices move. Dividend payments update over time. New payment dates and declaration dates get added.

Copying everything manually will make your sheet hard to maintain.

Another option is to use a financial data API.

That can be effective, but APIs usually require coding knowledge. You need to request the data, process the response, clean it, and then connect it to your spreadsheet.

For a lot of Excel users and investors, this approach may prove more technical than they want it to be.

A more practical option for most Excel users is to use Wisesheets.

Wisesheets is an Excel and Google Sheets add-on that lets you pull stock, financial, and dividend data directly into your spreadsheet.

Instead of manually collecting information, you can use straightforward spreadsheet functions to retrieve dividend yield, historical dividend payments, payment dates, declaration dates, and other dividend metrics right inside Excel.

Can Excel Stocks Get Dividend Data

Excel has built-in stock data features, and the STOCKHISTORY function can help with certain types of stock price data.

For more detail on Excel’s native stock data option, read our STOCKHISTORY function in Excel guide.

But Excel’s built-in stock tools are limited when it comes to dividend analysis.

They do not give you a full dividend tracking setup with dividend yield, historical dividend payments, adjusted dividends, payment dates, declaration dates, and dividend growth calculations in the way many investors need.

If you want a proper dividend tracker in Excel, you need a more flexible way to pull dividend data directly into your spreadsheet.

Wisesheets lets you pull dividend data directly into Excel using spreadsheet formulas, without manually copying data from websites or building API connections.

Dividend Formulas for Excel

Below are some of the main Wisesheets formulas you can use to track dividend data in Excel.

Goal	Formula / Example
Real-time dividend yield	=WISE("AAPL","dividend yield","ttm")
Historical dividend yield	=WISE("AAPL","dividend yield",2021,"q2")
Full dividend history table	=WISEPRICE("AAPL","dividend")
Latest dividend row	=INDEX(WISEPRICE("AAPL","dividend"),2,0)
Latest ex-dividend date	=INDEX(WISEPRICE("AAPL","dividend"),2,1)
Latest dividend amount	=INDEX(WISEPRICE("AAPL","dividend"),2,2)
Latest adjusted dividend	=INDEX(WISEPRICE("AAPL","dividend"),2,3)
Latest dividend payment date	=INDEX(WISEPRICE("AAPL","dividend"),2,4)
Latest dividend declaration date	=INDEX(WISEPRICE("AAPL","dividend"),2,5)
Latest dividend growth rate	=INDEX(WISEPRICE("AAPL","dividend"),2,6)
Last four reported dividends	=SUM(WISE("AAPL","dividend",{"lq","lq-1","lq-2","lq-3"}))
Calendar-year dividend total	=SUM(INDEX(WISEPRICE("AAPL","dividend",,"01/01/2024","12/31/2024"),,2))
Calendar-year adjusted dividend total	=SUM(INDEX(WISEPRICE("AAPL","dividend",,"01/01/2024","12/31/2024"),,3))
Year-to-date dividend total	=SUM(INDEX(WISEPRICE("AAPL","dividend",,DATE(YEAR(TODAY()),1,1),TODAY()),,2))

The WISEPRICE("AAPL","dividend") output returns a dividend history table. In the template shown above, the columns are arranged as:

1. Date / ex-dividend date
2. Dividend
3. Adjusted dividend
4. Payment date
5. Declaration date
6. Growth rate

That is why the INDEX formulas use column numbers such as 2, 3, 4, and 5 to retrieve specific fields from the latest dividend row.

For example, this formula returns the latest dividend payment date:

=INDEX(WISEPRICE("AAPL","dividend"),2,4)

And this formula returns the latest declaration date:

=INDEX(WISEPRICE("AAPL","dividend"),2,5)

You can use these formulas directly in Excel or replace "AAPL" with a cell reference.

For example, if cell B1 contains the ticker AAPL, you can use:

=WISE(B1,"dividend yield","ttm")

or:

=WISEPRICE(B1,"dividend")

This makes it easier to change the ticker once and update the dividend data throughout the template.

How to Get Real-Time Dividend Yield in Excel

To get the latest dividend yield for a stock or ETF, use:

=WISE("ticker","dividend yield","ttm")

For example, to get Apple’s current dividend yield, use:

=WISE("AAPL","dividend yield","ttm")

This returns the company’s current dividend yield based on trailing twelve-month dividend data.

If you want to understand the period behind this formula, read our guide to Dividend TTM.

You can also reference a ticker from a cell.

For example, if cell B1 contains AAPL, use:

=WISE(B1,"dividend yield","ttm")

This makes the template easy to update.

By changing the ticker in one cell, you can refresh the sheet and update all related formulas automatically.

How to Get Historical Dividend Yield in Excel

You can also retrieve historical dividend yield data in Excel.

For annual data, use:

=WISE("AAPL","dividend yield",2021)

For quarterly data, use:

=WISE("AAPL","dividend yield",2021,"q2")

For example, to get Apple’s dividend yield in the third quarter of 2022, use:

=WISE("AAPL","dividend yield",2022,"q3")

Historical dividend yield can help you understand whether a stock’s current yield is unusually high, low, or in line with its past levels.

A high dividend yield can indicate strong income potential, but it can also signal that a stock's price has fallen due to financial or business concerns.

Sometimes a stock’s dividend yield rises because the stock price has fallen sharply. Looking at historical dividend yield gives you more context before making a decision.

How to Get Historical Dividend Payments in Excel

To get historical dividend payments in Excel, use:

=WISEPRICE("ticker","dividend")

For example, to get Coca-Cola’s historical dividend payment data, use:

=WISEPRICE("COKE","dividend")

This returns a dividend history table that can include dividend dates, dividend amounts, adjusted dividends, payment dates, declaration dates, and growth rates.

You can use this data to analyze how a company’s dividend has changed over time.

For example, you can check:

• how often the company pays dividends
• whether the dividend has increased over time
• whether the company has ever reduced its dividend
• when dividends were declared
• when dividends were paid

This is much faster than looking up dividend history manually and copying it into Excel.

How to Get the Latest Dividend Payment in Excel

If you only want the latest dividend row from the dividend history table, you can use:

=INDEX(WISEPRICE("AAPL","dividend"),2)

This pulls the latest dividend record from the Wisesheets dividend history output. You can use this when you do not want to show the full dividend history table in your sheet.

For example, your dashboard may only need the most recent dividend amount, payment date, or declaration date.

How to Get the Latest Dividend Payment Date in Excel

The dividend payment date shows when the company actually paid the dividend.

First, pull the dividend history table:

=WISEPRICE("AAPL","dividend")

If the payment date appears in the fourth column of the dividend output, you can use:

=INDEX(WISEPRICE("AAPL","dividend"),2,4)

The first 2 tells Excel to pull the latest dividend data row. The 4 tells Excel to pull the fourth column.

If your Wisesheets output has a different column order, adjust the column number based on where the payment date appears.

How to Get the Latest Dividend Declaration Date in Excel

The declaration date is the date when the company officially announces the dividend.

To retrieve the latest declaration date, start with:

=WISEPRICE("AAPL","dividend")

If the declaration date appears in the fifth column of the dividend output, use:

=INDEX(WISEPRICE("AAPL","dividend"),2,5)

This returns the declaration date from the latest dividend row.

You can use the same INDEX structure to pull other fields from the dividend history table.

How to Get the Latest Dividend Amount in Excel

To retrieve the latest dividend amount, use:

=INDEX(WISEPRICE("AAPL","dividend"),2,2)

This assumes the dividend amount appears in the second column of the Wisesheets dividend output.

If you want the adjusted dividend instead, and adjusted dividend appears in the third column, use:

=INDEX(WISEPRICE("AAPL","dividend"),2,3)

You can place these metrics in a summary section at the top of your spreadsheet for quick reference.

Instead of showing the full dividend history table, you can show:

• latest dividend
• adjusted dividend
• payment date
• declaration date
• growth rate

How to Calculate Dividend Growth in Excel

Dividend growth shows how much a company has increased or decreased its dividend over time.

To go deeper, read our full guide to dividend growth rate and how investors use it.

In the template, the dividend history table includes a growth rate column so you can see how dividend payments have changed from one period to another.

A simple dividend growth formula is:

=(Current Dividend – Previous Dividend) / Previous Dividend

For example, if the previous dividend was $0.23 and the current dividend is $0.24, the growth rate would be:

=($0.24-$0.23)/$0.23

That equals approximately 4.35%.

Dividend growth helps you evaluate whether a company is increasing its dividend payments over time rather than focusing only on its current dividend yield.

A company with a modest yield but consistent dividend growth may be more attractive than a company with a high yield and no growth.

How to Get Year-to-Date Dividend Payments in Excel

To estimate year-to-date dividend payments, you can sum recent dividend values.

Use:

=SUM(WISE("ticker","dividend",{"lq","lq-1","lq-2","lq-3"}))

For example:

=SUM(WISE("AAPL","dividend",{"lq","lq-1","lq-2","lq-3"}))

You can also use a cell reference:

=SUM(WISE(B1,"dividend",{"lq","lq-1","lq-2","lq-3"}))

This can help you estimate the recent annual dividend amount based on the latest quarterly dividend data.

To turn dividend data into income projections, see our guide on how to calculate dividend income.

How to Use the Free Dividend Tracker Excel Template

The template is simple to use.

First, download the Wisesheets add-in and sign in to your account.

Then open the template and enter the stock ticker you want to analyze.

For example, if you enter:

AAPL

the template will pull Apple’s dividend data into Excel.

The sheet then shows current dividend metrics at the top, followed by a historical dividend table.

You can review the company’s dividend payment history, payment dates, declaration dates, and dividend growth rates in one place.

If you want to analyze another company, change the ticker and refresh the formulas..

That makes the template valuable for researching dividend stocks before adding them to your watchlist or portfolio.

What Can you Use the Dividend Tracker For?

You can use the dividend tracker Excel template to answer questions like:

• What is the company’s current dividend yield?
• What is the expected dividend per share?
• How much has the dividend grown over the last 5 years?
• When was the latest dividend paid?
• When was the latest dividend declared?
• Has the company consistently increased its dividend?
• Has the company reduced or paused dividends in the past?
• How has the dividend changed over time?

This helps you make better dividend investing decisions without having to collect the data manually.

How to Find Better Dividend Stocks Using Excel

Once you can pull dividend data into Excel, you can build a more complete dividend research process.

To compare more dividend stocks at once, read our guide to building a dividend stock screener in Excel and Google Sheets.

Dividend yield is important, but it should not be the only metric you look at.

A high dividend yield can sometimes be a warning sign if the company’s stock price has dropped sharply or if the dividend is not sustainable.

When analyzing dividend stocks, consider looking at:

• current dividend yield
• historical dividend payments
• dividend growth
• payout ratio
• free cash flow
• revenue growth
• earnings growth
• debt levels
• balance sheet strength

With Wisesheets, you can pull dividend data and other financial data into Excel, which makes it easier to compare companies side by side.

For example, you can use dividend payment history to check consistency, then use financial statement data to evaluate whether the dividend looks sustainable.

That gives you a better view than looking at dividend yield alone.

Why Use Wisesheets for Dividend Tracking

Wisesheets helps you avoid the biggest problem with dividend tracking in Excel: manual data collection.

Without Wisesheets, you may have to copy dividend data from websites, clean the data, paste it into Excel, and update it every time something changes.

With Wisesheets, you can use formulas to pull the data directly into your spreadsheet.

That means you can spend less time collecting dividend data and more time analyzing it.

You can use Wisesheets to get:

• real-time dividend yield
• historical dividend yield
• historical dividend payments
• payment dates
• declaration dates
• adjusted dividends
• dividend growth data
• stock price data
• financial statement data

This makes it easier to build dividend trackers, watchlists, screeners, and stock analysis templates directly in Excel.

Download the Free Dividend Tracker Excel Template

To get started faster, download the free dividend tracker Excel template.

The template helps you analyze a stock’s current dividend yield, expected dividend per share, 5-year dividend growth rate, historical dividend payments, payment dates, declaration dates, and dividend growth.

You can change the ticker to analyze different companies and use the template as a starting point for your own dividend research.

Download the Free Dividend Tracker Excel Template

Frequently Asked Questions (FAQs)

How do I get year-to-date dividend payments in Excel?

Use Wisesheets to pull dividend values for the latest periods and sum them in Excel:

=SUM(WISE("AAPL","dividend",{"lq","lq-1","lq-2","lq-3"}))

For a strict calendar-year total, use WISEPRICE with a start and end date.

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How do I retrieve the latest dividend ex-date?

Use the dividend history output from Wisesheets:

=WISEPRICE("AAPL","dividend")

Then use INDEX to pull the ex-dividend date column from the latest row.

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How do I retrieve the latest dividend payment date?

Use:

=INDEX(WISEPRICE("AAPL","dividend"),2,4)

This pulls the payment date from the latest dividend row, assuming the payment date is in the fourth column.

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Can I get annual dividend data with Wisesheets?

Yes. You can use Wisesheets to retrieve historical dividend data and calculate annual dividend totals directly in Excel.

For example:

=WISEPRICE("AAPL","dividend")

You can then filter or sum the dividend payments by year.

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Can I track stock price and dividend data in the same sheet?

Yes. Wisesheets lets you pull both stock price data and dividend data into the same Excel workbook, so you can analyze price performance, dividend yield, dividend history, and other financial metrics in one place.

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Why am I getting #NAME? in Excel?

The #NAME? error usually means Excel does not recognize the formula.

Check that the Wisesheets add-in is installed, you are signed in, and the function name is spelled correctly.

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Do Wisesheets dividend formulas auto-refresh?

Yes, Wisesheets formulas can update when your workbook recalculates or when you refresh the formulas.

If the data does not update, check that the Wisesheets add-in is active and that you are signed in.

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Final Word: Use Excel for Smarter Dividend Analysis

Excel is a great place to analyze dividend stocks, but the quality of your analysis depends on the quality of your data.

Manually copying dividend yield, payment dates, declaration dates, and dividend history from different websites often creates extra work and makes your spreadsheet harder to maintain.

Wisesheets allows you to pull dividend data directly into Excel, and spend more time analyzing dividend yields, payment history, growth rates, and income projections.

Use the free dividend tracker template to analyze any stock’s dividend yield, expected dividend per share, historical dividend payments, payment dates, declaration dates, and dividend growth.

Download the Free Dividend Tracker Excel Template

Use the template to start analyzing dividend yield, payment history, payment dates, declaration dates, and dividend growth in Excel.

For more flexibility, Wisesheets lets you customize the template and pull dividend, stock price, and financial statement data directly into your spreadsheet.