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Investor AB (publ) · OTC
Price: $40.05 · Annual div: $0.59/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in IVSXF → $11.84M in 10 years · $14,232.25/month
Investor AB (publ) operates as a prominent investment firm, strategically allocating capital to mature and mid-market buyouts, alongside growth equity opportunities. Its multifaceted approach is organized into four distinct business segments: Core Investments, Private Equity, Operating Investments, and Financial Investments. Within its Core Investments segment, the firm concentrates on the healthcare, financial services, information technology, and fintech sectors. It typically secures significant minority ownership in publicly listed enterprises, pursuing global investment prospects and actively seeking board representation. The Operating Investments arm primarily targets medium-to-large companies with headquarters in Northern Europe. Here, Investor AB aims to secure either controlling stakes or influential minority positions within its portfolio companies, considering both publicly traded and privately held entities. The Private Equity division encompasses both venture capital and buyout strategies. Through its dedicated subsidiary, Investor Growth Capital, the firm provides venture capital to companies in information technology, general technology, engineering, financial services, and healthcare, spanning Europe, the United States, and Asia. These investments range from nascent startups to businesses on the cusp of expansion, with capital commitments typically between SEK 20 million (approximately $2.94 million) and SEK 200 million (approximately $29.43 million). Investor Growth Capital acquires minority interests, anticipating an ownership duration of three to seven years. For buyouts, the firm channels capital through its EQT subsidiary, which executes buyout transactions involving mature, medium-sized companies located in Northern Europe and Greater China. Across its private equity ventures, Investor AB generally plans for an exit horizon of three to seven years and frequently takes a seat on the board of directors. Its Financial Investments involve acquiring minority stakes in various financial holdings, typically for shorter investment periods. Established in 1916, Investor AB (publ) maintains its headquarters in Stockholm, Sweden, complemented by a global network of additional offices situated in Amsterdam, Netherlands; Beijing, China; Menlo Park, California; Hong Kong, China; New York, New York; and Tokyo, Japan.
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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Ready to invest? Open IVSXF position with:
Real after-tax yield depends on where you live and how you hold IVSXF.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 1.46% | -1.34% | $146 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 1.24% | -1.56% | $124 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 1.17% | -1.63% | $117 / yr |
| 🇬🇧 UK ISA | 0% | 1.46% | -1.34% | $146 / yr |
| 🇬🇧 UK Taxable | 8.75% | 1.33% | -1.47% | $133 / yr |
| 🇨🇦 TFSA | 0% | 1.46% | -1.34% | $146 / yr |
| 🇨🇦 CA Taxable | 25% | 1.09% | -1.70% | $110 / yr |
| 🇦🇺 Super (pension) | 15% | 1.24% | -1.56% | $124 / yr |
| 🇦🇺 AU Taxable | 30% | 1.02% | -1.78% | $102 / yr |
| 🇩🇪 DE Taxable | 26.375% | 1.07% | -1.73% | $107 / yr |
| 🇫🇷 FR Taxable | 30% | 1.02% | -1.78% | $102 / 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 $0.59/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
IVSXF pays quarterly — 4 times per year. Next ex-div: TBD.
How IVSXF compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for IVSXF sourced from FMP /financial-growth endpoint — real data, not estimates.
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.
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 IVSXF 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 →
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