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BPTUX Dividend DRIP Calculator 2026
2.83% YieldFinancial ServicesBaron Partners Fund · NASDAQ
Price: $299.86 · Annual div: $8.49/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: 2026-09-22
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Portfolio growth: DRIP vs No DRIP
Annual dividend income growth
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🎯 When BPTUX pays your bills
Year your monthly dividend income covers each expense (based on current settings)
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$10,000 in BPTUX → $11.8K in 10 years · $9.61/month
About Baron Partners Fund (BPTUX) — Dividend Analysis 2026
The Baron Partners Fund aims for long-term capital growth, primarily concentrating its investments in the common shares of dynamic U.S. companies, irrespective of their size. The investment adviser actively seeks out businesses that possess substantial opportunities for expansion, durable competitive strengths, exceptional leadership, and attractive valuations. To capitalize on compelling opportunities, the fund may employ financial leverage, borrowing up to one-third of its total assets from banks; this includes any assets acquired with the borrowed funds. It is classified as a non-diversified fund.
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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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🌍 BPTUX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold BPTUX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 2.83% | 0.03% | $283 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 2.41% | -0.39% | $241 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 2.26% | -0.54% | $226 / yr |
| 🇬🇧 UK ISA | 0% | 2.83% | 0.03% | $283 / yr |
| 🇬🇧 UK Taxable | 8.75% | 2.58% | -0.22% | $258 / yr |
| 🇨🇦 TFSA | 0% | 2.83% | 0.03% | $283 / yr |
| 🇨🇦 CA Taxable | 25% | 2.12% | -0.68% | $212 / yr |
| 🇦🇺 Super (pension) | 15% | 2.41% | -0.39% | $241 / yr |
| 🇦🇺 AU Taxable | 30% | 1.98% | -0.82% | $198 / yr |
| 🇩🇪 DE Taxable | 26.375% | 2.08% | -0.72% | $208 / yr |
| 🇫🇷 FR Taxable | 30% | 1.98% | -0.82% | $198 / 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.
🎯 BPTUX 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).
📅 BPTUX Dividend Payment Schedule
BPTUX pays quarterly — 4 times per year. Ex-div: 2026-09-22.
📊 BPTUX vs Financial Services Benchmarks
How BPTUX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for BPTUX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ BPTUX 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 BPTUX 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 (BPTUX) is currently trading at $299.86, trading near its 52-week high. The current dividend yield is 2.83% based on an annual payout of $8.49 per share.
BPTUX (Baron Partners Fund) — 2.83% Dividend Yield Analysis
Baron Partners Fund (BPTUX) is a financial services stock currently trading at $299.86 with a dividend yield of 2.83%. The company pays an annual dividend of $8.49 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings. Over the past 5 years, BPTUX has grown its dividend at a compound annual rate of 14.4%.
- 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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