About PIMCO Funds StocksPlus Fund Institutional Shares (PSTKX) — Dividend Analysis 2026
The fund seeks to exceed the total return of the S&P 500 Index by investing under normal circumstances in S&P 500 Index derivatives, backed by a portfolio of fixed income instruments. "Fixed income instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest up to 30% of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.
Is PSTKX a good dividend investment in 2026?
PSTKX offers a 20.57% forward yield with a 50% payout ratio. Strand Safety Score: N/A. The 5-year dividend CAGR of 0% is modest — investors should weigh current income against growth alternatives.
PSTKX DRIP calculator — what's the difference?
With DRIP on a $10,000 investment over 10 years, your PSTKX portfolio grows to $64.9K vs $30.6K without reinvestment. This is the compound interest effect in action.
PSTKX dividend growth history & forecast
PSTKX has grown its dividend by 0% over the last year and 0% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 20.57%.
ETFs do not file income statements or cash flow statements. Their dividend safety depends on the underlying index quality, fund methodology, and holdings composition. Use the Holdings page to analyze individual stocks in this fund.
🌍 PSTKX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold PSTKX.
Gross yield
20.57%
Tax rate
15.00%
After-tax yield
17.48%
Real yield (−CPI)
14.68%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
🇺🇸 Roth IRA / 401k
0%
20.57%
17.77%
$2,057 / yr
🇺🇸 US Taxable (15%) ✓
15%
17.48%
14.68%
$1,748 / yr
🇺🇸 US Taxable (20%)
20%
16.46%
13.66%
$1,646 / yr
🇬🇧 UK ISA
0%
20.57%
17.77%
$2,057 / yr
🇬🇧 UK Taxable
8.75%
18.77%
15.97%
$1,877 / yr
🇨🇦 TFSA
0%
20.57%
17.77%
$2,057 / yr
🇨🇦 CA Taxable
25%
15.43%
12.63%
$1,543 / yr
🇦🇺 Super (pension)
15%
17.48%
14.68%
$1,748 / yr
🇦🇺 AU Taxable
30%
14.40%
11.60%
$1,440 / yr
🇩🇪 DE Taxable
26.375%
15.14%
12.34%
$1,514 / yr
🇫🇷 FR Taxable
30%
14.40%
11.60%
$1,440 / 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.
🎯 PSTKX Income Goal & Break-Even
Dividend Break-Even
6yr
Years for dividends to fully repay your PSTKX investment of $11.64/share (🇺🇸 US Taxable (15%) · 15.00% tax)
$10K invested · 10 Years
Dividends earned (DRIP)
$40.1K
Lost to inflation (2.8% CPI)
−$2.5K
Real purchasing power gain
$37.6K
12-month CPI (US BLS via FMP economic-indicators).
How much do I need to invest in PSTKX for:
Shares needed
11,795
Capital required
$137,294
Monthly income
$2,000
Based on current dividend of $2.39/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 PSTKX Dividend Payment Schedule
PSTKX pays quarterly — 4 times per year. Next ex-div: TBD.
Jan
Feb
Mar
💰
Apr
May
Jun
💰
Jul
Aug
Sep
💰
Oct
Nov
Dec
💰
10 shares
$5.09 / payment
$20.35 / year after tax
100 shares
$50.87 / payment
$203.48 / year after tax
1,000 shares
$508.71 / payment
$2034.83 / year after tax
📊 PSTKX vs Financial Services Benchmarks
How PSTKX compares to typical Financial Services averages.
Benchmark: Financial Services
Dividend Yield▲+17.67% vs sectorBetter
PSTKX
20.57%
avg
2.90%
5Y Dividend CAGR▼-7.10% vs sectorBelow avg
PSTKX
0.00%
avg
7.10%
Payout Ratio▼+12.00% vs sectorBelow avg
PSTKX
50.00%
avg
38.00%
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for PSTKX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ PSTKX Insider Activity
No recent SEC filings reported in the last 90 days.
📊 About This Data
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 PSTKX 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 →