Home › Calculator › CBDYX Dividend Calculator 2026
CBDYX DRIP Calculator & Dividend Yield 2026
1.93% YieldFinancial ServicesColumbia Balanced Fund Institutional 3 Class · NASDAQ
Price: $58.66 · Annual div: $1.13/share · Frequency: quarterly · Payout ratio: N/A · Ex-div: 2026-09-17
Calculator settings
Portfolio growth: DRIP vs No DRIP
Annual dividend income growth
💡 What-if scenarios
Click to apply scenario to the calculator
🎯 When CBDYX pays your bills
Year your monthly dividend income covers each expense (based on current settings)
CBDYX Dividend History — Last 56 Payments
| Ex-Dividend Date | Payment Date | Amount / Share | TTM Yield | Stock Price |
|---|---|---|---|---|
| 2026-09-17Latest | 2026-09-17 | $0.2834 | 6.11% | $59.11 |
| 2026-06-16 | 2026-06-16 | $0.2673 | 6.52% | $59.20 |
| 2026-03-17 | 2026-03-17 | $0.2733 | 6.90% | $55.70 |
| 2025-12-08 | 2025-12-08 | $2.7897 | 11.72% | $58.00 |
| 2025-09-17 | 2025-09-17 | $0.2807 | 7.68% | $56.08 |
| 2025-06-17 | 2025-06-17 | $0.2483 | 8.15% | $52.76 |
| 2025-03-18 | 2025-03-18 | $0.2507 | 7.72% | $52.47 |
| 2024-12-09 | 2024-12-09 | $3.2278 | 7.20% | $56.28 |
| 2024-09-18 | 2024-09-18 | $0.2974 | 1.96% | $54.09 |
| 2024-06-18 | 2024-06-18 | $0.2741 | 2.00% | $52.26 |
| 2024-03-18 | 2024-03-18 | $0.2535 | 1.99% | $51.24 |
| 2023-12-08 | 2023-12-08 | $0.2359 | 1.95% | $47.30 |
| 2023-09-19 | 2023-09-19 | $0.2821 | 5.31% | $46.42 |
| 2023-06-16 | 2023-06-16 | $0.2486 | 5.22% | $44.85 |
| 2023-03-16 | 2023-03-16 | $0.1559 | 5.32% | $41.89 |
| 2022-12-08 | 2022-12-08 | $1.7800 | 4.95% | $44.53 |
| 2022-09-19 | 2022-09-19 | $0.1560 | 10.90% | $44.34 |
| 2022-06-16 | 2022-06-16 | $0.1360 | 10.50% | $45.80 |
| 2022-03-16 | 2022-03-16 | $0.1340 | 9.81% | $48.83 |
| 2021-12-08 | 2021-12-08 | $4.4090 | 8.83% | $54.03 |
| 2021-09-17 | 2021-09-17 | $0.1280 | 4.76% | $55.47 |
| 2021-06-16 | 2021-06-16 | $0.1210 | 4.72% | $53.17 |
| 2021-03-16 | 2021-03-16 | $0.1150 | 5.41% | $50.61 |
| 2020-12-08 | 2020-12-08 | $2.1300 | — | — |
| 2020-09-18 | 2020-09-18 | $0.1450 | — | — |
| 2020-06-15 | 2020-06-15 | $0.1730 | — | — |
| 2020-03-17 | 2020-03-17 | $0.1730 | — | — |
| 2019-12-06 | 2019-12-06 | $1.3070 | — | — |
| 2019-09-18 | 2019-09-18 | $0.1990 | — | — |
| 2019-06-13 | 2019-06-13 | $0.1950 | — | — |
| 2019-03-18 | 2019-03-18 | $0.1470 | — | — |
| 2018-12-07 | 2018-12-07 | $1.7400 | — | — |
| 2018-09-19 | 2018-09-19 | $0.1740 | — | — |
| 2018-06-15 | 2018-06-15 | $0.1590 | — | — |
| 2018-03-16 | 2018-03-16 | $0.1160 | — | — |
| 2017-12-08 | 2017-12-08 | $0.7990 | — | — |
| 2017-09-19 | 2017-09-19 | $0.1480 | — | — |
| 2017-06-16 | 2017-06-16 | $0.1350 | — | — |
| 2017-03-17 | 2017-03-17 | $0.1160 | — | — |
| 2016-12-09 | 2016-12-09 | $0.2840 | — | — |
| 2016-09-19 | 2016-09-19 | $0.1350 | — | — |
| 2016-06-17 | 2016-06-17 | $0.1220 | — | — |
| 2016-03-17 | 2016-03-17 | $0.1050 | — | — |
| 2015-12-10 | 2015-12-10 | $0.9280 | — | — |
| 2015-09-22 | 2015-09-22 | $0.2460 | — | — |
| 2015-06-18 | 2015-06-18 | $0.2430 | — | — |
| 2015-03-20 | 2015-03-20 | $0.0740 | — | — |
| 2014-12-10 | 2014-12-10 | $1.4400 | — | — |
| 2014-09-24 | 2014-09-24 | $0.1177 | — | — |
| 2014-06-24 | 2014-06-24 | $0.1163 | — | — |
| 2014-03-21 | 2014-03-21 | $0.1067 | — | — |
| 2013-12-09 | 2013-12-09 | $0.1194 | — | — |
| 2013-09-24 | 2013-09-24 | $0.0971 | — | — |
| 2013-06-21 | 2013-06-21 | $0.0795 | — | — |
| 2013-03-22 | 2013-03-22 | $0.0856 | — | — |
| 2012-12-07 | 2012-12-07 | $0.1315 | — | — |
About Columbia Balanced Fund Institutional 3 Class (CBDYX) — Dividend Analysis 2026
This fund aims to achieve substantial overall returns by strategically investing in both common stocks (equities) and debt instruments. Under typical market conditions, its portfolio maintains a diversified allocation across these two asset classes. The exact weighting of assets, which includes cash and cash equivalents as part of the debt component, is determined by an ongoing assessment of the relative risks and potential rewards offered by each category. While the fund generally targets an investment range of 35% to 65% of its net assets in each asset class, it is mandated to hold a minimum of 25% and a maximum of 75% of its net assets in both equities and debt securities under normal circumstances.
Similar dividend stocks to CBDYX
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.
Get Your Full CBDYX DRIP Report by Email
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 CBDYX position with:
🌍 CBDYX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold CBDYX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 1.93% | -0.87% | $193 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 1.64% | -1.16% | $164 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 1.54% | -1.26% | $154 / yr |
| 🇬🇧 UK ISA | 0% | 1.93% | -0.87% | $193 / yr |
| 🇬🇧 UK Taxable | 8.75% | 1.76% | -1.04% | $176 / yr |
| 🇨🇦 TFSA | 0% | 1.93% | -0.87% | $193 / yr |
| 🇨🇦 CA Taxable | 25% | 1.45% | -1.35% | $145 / yr |
| 🇦🇺 Super (pension) | 15% | 1.64% | -1.16% | $164 / yr |
| 🇦🇺 AU Taxable | 30% | 1.35% | -1.45% | $135 / yr |
| 🇩🇪 DE Taxable | 26.375% | 1.42% | -1.38% | $142 / yr |
| 🇫🇷 FR Taxable | 30% | 1.35% | -1.45% | $135 / 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.
🎯 CBDYX Income Goal & Break-Even
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $1.13/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 CBDYX Dividend Payment Schedule
CBDYX pays quarterly — 4 times per year. Ex-div: 2026-09-17.
📊 CBDYX vs Financial Services Benchmarks
How CBDYX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for CBDYX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ CBDYX Insider Activity
No recent SEC filings reported in the last 90 days.Peer Group
Similar companies in the same sectorCompare CBDYX with peers: CBDYX vs CBALX · CBDYX vs CLREX · CBDYX vs MQGIX
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 CBDYX 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 →
Columbia Balanced Fund Institutional 3 Class (CBDYX) is currently trading at $58.66, trading near its 52-week high. The current dividend yield is 1.93% based on an annual payout of $1.13 per share.
CBDYX (Columbia Balanced Fund Institutional 3 Class) — 1.93% Dividend Yield Analysis
Columbia Balanced Fund Institutional 3 Class (CBDYX) is a financial services stock currently trading at $58.66 with a dividend yield of 1.93%. It pays an annual dividend of $1.13 per share. Over the past 5 years, CBDYX has grown its dividend at a compound annual rate of 7.7%.
- 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.
Latest CBDYX News
LiveHow investors use the CBDYX dividend calculator
Illustrative examples of common use cases, written by the DividendFlow team — not customer reviews.