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BPTIX DRIP Calculator & Dividend Yield 2026
2.85% YieldFinancial ServicesBaron Partners Fund Institutional Shares · NASDAQ
Price: $297.92 · Annual div: $8.49/share · Frequency: annual · Payout ratio: N/A · Ex-div: 2026-09-22
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Annual dividend income growth
BPTIX Dividend Yield
BPTIX (Baron Partners Fund Institutional Shares) has a dividend yield of 2.85%, based on an annual dividend of $8.49 per share and a price of $297.92. Over the last 12 months it paid $6.06 per share — a trailing yield of 2.03%. Dividends are paid annual.
Yield history: over the last 7 payments, BPTIX's 12-month yield ranged from 0.80% to 9.23%. Full BPTIX dividend history ↓
BPTIX DRIP Rate: How Many Shares Your Dividends Buy
With dividends reinvested, a BPTIX position grows its share count by about 2.57% in the first year at today's price and yield.
| Year | Shares bought by dividends |
|---|
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🎯 When BPTIX pays your bills
Year your monthly dividend income covers each expense (based on current settings)
BPTIX Dividend History — Last 11 Payments
| Ex-Dividend Date | Payment Date | Amount / Share | TTM Yield | Stock Price |
|---|---|---|---|---|
| 2026-09-22Latest | 2026-09-23 | $1.8881 | 3.63% | $285.94 |
| 2025-12-16 | 2025-12-17 | $4.1693 | 4.57% | $221.13 |
| 2025-09-23 | 2025-09-24 | $4.3256 | 2.81% | $211.04 |
| 2024-12-17 | 2024-12-18 | $1.6045 | 0.80% | $200.76 |
| 2022-09-27 | 2022-09-28 | $3.5554 | 6.96% | $154.97 |
| 2021-11-23 | 2021-11-24 | $7.2370 | 9.23% | $221.18 |
| 2021-09-23 | 2021-09-24 | $8.1220 | 8.45% | $167.49 |
| 2020-11-24 | 2020-11-25 | $5.0489 | — | — |
| 2020-09-24 | 2020-09-25 | $0.9830 | — | — |
| 2019-09-27 | 2019-09-30 | $0.1805 | — | — |
| 2015-09-24 | 2015-09-25 | $0.2224 | — | — |
About Baron Partners Fund Institutional Shares (BPTIX) — Dividend Analysis 2026
This fund's primary objective is to achieve capital growth. It focuses on long-term investments, predominantly in common stocks of U.S.-based growth companies, without restricting itself by market capitalization. The advisor aims to identify businesses exhibiting substantial growth prospects, durable competitive advantages, outstanding leadership, and appealing valuations. To capitalize on investment opportunities, the fund has the discretion to employ leverage, borrowing up to one-third of its total assets from banks. Notably, this fund operates as a non-diversified portfolio.
BPTIX Dividend & DRIP — Frequently Asked Questions
What is BPTIX's dividend yield?
BPTIX (Baron Partners Fund Institutional Shares) has a dividend yield of 2.85%, based on an annual dividend of $8.49 per share and a price of $297.92. Over the last 12 months it paid $6.06 per share — a trailing yield of 2.03%. Dividends are paid annual.
How much does $10,000 in BPTIX pay in dividends?
$10,000 in BPTIX at a 2.85% yield pays about $285 a year ($24 a month) before taxes. With DRIP, reinvested dividends buy more shares and that income compounds.
What is the DRIP rate for BPTIX?
With dividends reinvested, a BPTIX position grows its share count by about 2.57% in the first year at today's price and yield.
How do I calculate BPTIX dividend reinvestment (DRIP) returns?
Enter your starting amount, monthly contribution and time horizon in the BPTIX DRIP calculator at the top of this page. It reinvests each payout into new shares at the projected price, grows the dividend at the rate you choose and shows yearly income, share count, portfolio value and yield on cost. You can switch DRIP off to compare.
When is BPTIX's next ex-dividend date?
BPTIX's next ex-dividend date has not been announced yet; the most recent one was 2026-09-22. BPTIX pays dividends annual. Buy before the ex-dividend date to receive the next payment.
What is BPTIX's dividend growth rate?
BPTIX's dividend changed 2.1% over the last year and -14.4% a year on average over five years.
Similar dividend stocks to BPTIX
Forward dividend yield from the latest data · open any DRIP calculator
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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🌍 BPTIX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold BPTIX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 2.85% | 0.05% | $285 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 2.42% | -0.38% | $242 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 2.28% | -0.52% | $228 / yr |
| 🇬🇧 UK ISA | 0% | 2.85% | 0.05% | $285 / yr |
| 🇬🇧 UK Taxable | 8.75% | 2.60% | -0.20% | $260 / yr |
| 🇨🇦 TFSA | 0% | 2.85% | 0.05% | $285 / yr |
| 🇨🇦 CA Taxable | 25% | 2.14% | -0.66% | $214 / yr |
| 🇦🇺 Super (pension) | 15% | 2.42% | -0.38% | $242 / yr |
| 🇦🇺 AU Taxable | 30% | 1.99% | -0.80% | $200 / yr |
| 🇩🇪 DE Taxable | 26.375% | 2.10% | -0.70% | $210 / yr |
| 🇫🇷 FR Taxable | 30% | 1.99% | -0.80% | $200 / 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.
🎯 BPTIX Income Goal & Break-Even
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $8.49/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 BPTIX Dividend Payment Schedule
BPTIX pays quarterly — 4 times per year. Ex-div: 2026-09-22.
📊 BPTIX vs Financial Services Benchmarks
How BPTIX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for BPTIX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ BPTIX Insider Activity
No recent SEC filings reported in the last 90 days.Peer Group
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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 BPTIX 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 →
Baron Partners Fund Institutional Shares (BPTIX) is currently trading at $297.92, trading near its 52-week high. The current dividend yield is 2.85% based on an annual payout of $8.49 per share.
BPTIX (Baron Partners Fund Institutional Shares) — 2.85% Dividend Yield Analysis
Baron Partners Fund Institutional Shares (BPTIX) is a financial services stock currently trading at $297.92 with a dividend yield of 2.85%. It pays an annual dividend of $8.49 per share. Over the past 5 years, BPTIX's dividend has declined at an average rate of 14.4% a year.
- Dividend payments are not guaranteed and can be reduced or suspended at any time.
Auto-generated from live market data. For educational purposes only — not financial advice.
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