How Dividend Yield Is Calculated in the Key Stats Section

The Dividend Yield in the Key Stats panel is designed to show a recent dividend yield estimate relative to the current market price.
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This is a common industry method used across financial platforms because it reflects the most recent dividend behaviour of an investment, rather than a historical total.

The formula used is:

Dividend Yield = (Sum of the Last 2 Dividend Payments) ÷ Current Share Price

This means the yield is based on:

Because market prices move throughout the day, the dividend yield will also change.

Below is an example using a holding inside a Navexa account.

Example dividends recorded in the Dividends tab:

Navexa uses the two most recent dividends for the Key Stats estimate:

$0.19 + $0.19 = $0.38 per share

The system then divides this amount by the current market price of the holding.

For example:

$0.38 ÷ current share price = Dividend Yield

This produces the Dividend Yield value displayed in the Key Stats panel.

Because the share price moves daily, the yield will change as prices change.

Some investors expect dividend yield to be calculated using:

Total dividends received over the last 12 months ÷ current share price

This is sometimes called a trailing twelve-month yield (TTM).

However, the Key Stats dividend yield in Navexa is not a trailing 12-month calculation. Instead, it uses the most recent dividends to estimate the current yield.

This approach helps the yield:

If you want to see how much income your investment has generated over a specific period, you should look at the income return metrics instead.

These views include:

This gives a clearer picture of your personal income return, rather than an estimated dividend yield.

For a breakdown of income events, you can also review the Dividends tab within each holding.