⏳ Fetching live dividend data...
Home › Calculator › AMK Dividend Calculator 2026
AssetMark Financial Holdings, Inc. · NYSE
Price: $35.24 · Annual div: $2.00/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
Click to apply scenario to the calculator
Year your monthly dividend income covers each expense (based on current settings)
$10,000 in AMK → $6.36M in 10 years · $0.05/month
AssetMark Financial Holdings, Inc. is a U.S.-based enterprise specializing in providing extensive wealth management and cutting-edge technology solutions. The company equips financial advisors with a versatile, open-architecture product platform, alongside expert client guidance, varied asset allocation possibilities, practice management resources, comprehensive support services, and innovative technological tools. A core offering is its integrated technology platform, which automates a wide array of processes for advisors. These include effortless new account setup, strategic portfolio development, streamlined financial planning, efficient customer billing, detailed investor reporting, analysis of progress towards financial goals, and thorough client activity monitoring. Furthermore, AssetMark offers advisory services and a carefully selected investment platform. In addition to its main services, the company provides cloud-based (SaaS) financial planning tools, wellness programs, and digital solutions for client interaction. It also manages mutual funds, offers custodial recordkeeping services primarily for the clientele of registered investment advisors, and extends wealth management expertise directly to individual investors. Established in 1996 and based in Concord, California, AssetMark primarily serves independent advisors who counsel U.S. investors and other advisory firms. The company operates as a subsidiary of Huatai International Investment Holdings Limited.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
We'll send you a full breakdown of your projections, DRIP tips, and how to enable dividend reinvestment with your broker.
Free forever. No spam. Unsubscribe anytime. · Privacy Policy
Ready to invest? Open AMK position with:
Real after-tax yield depends on where you live and how you hold AMK.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 5.68% | 2.88% | $568 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 4.83% | 2.03% | $483 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 4.54% | 1.74% | $454 / yr |
| 🇬🇧 UK ISA | 0% | 5.68% | 2.88% | $568 / yr |
| 🇬🇧 UK Taxable | 8.75% | 5.18% | 2.38% | $518 / yr |
| 🇨🇦 TFSA | 0% | 5.68% | 2.88% | $568 / yr |
| 🇨🇦 CA Taxable | 25% | 4.26% | 1.46% | $426 / yr |
| 🇦🇺 Super (pension) | 15% | 4.83% | 2.03% | $483 / yr |
| 🇦🇺 AU Taxable | 30% | 3.98% | 1.18% | $398 / yr |
| 🇩🇪 DE Taxable | 26.375% | 4.18% | 1.38% | $418 / yr |
| 🇫🇷 FR Taxable | 30% | 3.98% | 1.18% | $398 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $2.00/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
AMK pays quarterly — 4 times per year. Next ex-div: TBD.
How AMK compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for AMK sourced from FMP /financial-growth endpoint — real data, not estimates.
When executives buy their own stock, it's a signal they believe in the dividend's sustainability.
| Insider | Title | Type | Date | Shares | Price | Total Value |
|---|---|---|---|---|---|---|
| Sale | 2024-09-05 | 50,873,799 | $35.25 | $1793.30M | ||
| D-Return | 2024-09-05 | 12,758 | — | — | ||
| D-Return | 2024-09-05 | 66,766 | $35.25 | $2.35M | ||
| D-Return | 2024-09-05 | 23,282 | — | — | ||
| D-Return | 2024-09-05 | 9,377 | — | — | ||
| D-Return | 2024-09-05 | 12,758 | — | — | ||
| D-Return | 2024-09-05 | 6,864 | $35.25 | $242.0K | ||
| G-Gift | 2024-09-03 | 182,165 | — | — | ||
| G-Gift | 2024-09-03 | 182,165 | — | — | ||
| D-Return | 2024-09-05 | 80,286 | $35.25 | $2.83M |
Insider transactions sourced from SEC Form 4 filings via Financial Modeling Prep. See disclaimer.
Analyst consensus price target via FMP. Not a guarantee of future performance. Past analyst accuracy varies.
Altman Z-Score predicts bankruptcy risk. Piotroski F-Score measures financial strength across 9 criteria. High scores → lower dividend cut risk. Data via FMP financial statements.
Revenue breakdown from latest annual report via FMP. Percentages may not sum to 100% due to rounding.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the AMK dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
AssetMark Financial Holdings, Inc. (AMK) is currently trading at $35.24, trading near its 52-week high. The current dividend yield is 5.68% based on an annual payout of $2.00 per share.
AssetMark Financial Holdings, Inc. (AMK) is a financial services stock currently trading at $35.24 with a dividend yield of 5.68%. The company pays an annual dividend of $2.00 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings. Over the past 5 years, AMK has grown its dividend at a compound annual rate of 50.0%.
Auto-generated from live market data. For educational purposes only — not financial advice.
Real users. No sign-up required to leave a review.
“Finally a free dividend calculator that doesn't make me sign up or connect my brokerage. Entered SCHD and got the full DRIP projection in seconds. Bookmarked immediately.”
“I've been trying to figure out how much dividend income I'd need to retire. This tool showed me exactly — $400K in JEPI at 7% yield gives me $2,333/month. No calculator did that this clearly before.”
“Really solid passive income calculator. Covers everything: DRIP compounding, Roth IRA tax savings, DCA contributions. The year-by-year breakdown is what I was missing from other tools.”
“As someone planning retirement in 5 years, this dividend yield calculator showed me I need about 12% more in dividend stocks to hit my income target. Incredibly useful and completely free.”
“The Congress trades tracker is genius. Saw that several senators were buying O (Realty Income) and immediately ran it through the DRIP calculator. Bought 50 shares the next day.”
Reviews reflect users' personal experiences. Not financial advice.
Leave a review →