Forecasted Dividends
A forward-looking projection of each individual dividend payment you can expect, on the dates you can expect them — modelling both timing and growth.
We don't use a proprietary black-box model.
"If you don't know the recipe, how can you trust the result?"
Our forecasts are built from each holding's actual payment history — its real cadence, its real ex-date-to-payment lag, and its real growth track record. Every projected payment is traceable back to observed behavior, not an opaque score.
What Are Forecasted Dividends?
Where Forward Income flatly annualizes today's dividend, a forecast projects each future payment individually — when it will likely go ex-dividend, when it will likely be paid, and how large it is expected to be after any dividend growth. These projected payments are what power the dividend calendar, the projection charts, and the 12-month forecasted income figure.
How We Calculate It
Step 1: Learn the Payment Cadence
We analyze each holding's dividend history to determine how often it really pays (monthly, quarterly, semi-annual, or annual) and the typical gap between one payment and the next. This cadence — not a generic calendar assumption — drives the dates of every projected payment.
Step 2: Project the Dates
Using the learned cadence, we roll each holding's next payments forward onto their expected dates. Ex-dividend dates are derived from the payment date using each symbol's own historical ex-date-to-payment-date lag, so both dates stay realistic for that specific stock.
Step 3: Apply Expected Growth
Starting from the latest confirmed dividend, we apply each holding's dividend-growth rate (based on its historical raise track record) to future payments. Holdings with a long, steady history of raises get a growth assumption; those without a reliable record are held flat rather than given optimistic guesses.
Step 4: Quality Gates
Before a forecast is published it passes automated checks that remove duplicate or near-duplicate payments, drop stale rows, and reject projections that don't fit a holding's real cadence. The 12-month forecasted income is simply the sum of the projected payments landing in the next year.
Why It Can Differ From Forward Income
Forecasted income models growth and exact payment timing, while Forward Income is a flat run-rate of today's dividend. When a holding is expected to raise its dividend, the forecast will sit above the indicated figure; when timing shifts payments in or out of the 12-month window, it can sit below. Both are correct — they answer different questions.
Read about Forward Income →