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Residual dividend policy

Under a residual dividend policy, a firm funds all positive-NPV projects first from earnings, at its target equity ratio, and pays out only what is left over as the dividend.

ByHoang TruongUpdated

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Under a residual dividend policy, the dividend is whatever is left after funding every positive-NPV project. A firm earning €10,000,000 in net income, with €12,000,000 of projects to fund at a 60 percent target equity ratio, sets aside €7,200,000 in equity financing first, leaving a residual dividend of €2,800,000.

Where it fits
SubjectCorporate FinanceCoreTopicDividend Policy & PayoutCore

The formula

LaTeX
D=NI(e×CB)D = NI - (e \times CB)

Variables

Dividend ()
Net income ()
Target equity ratio (%)
Planned capital budget ()

Gives the residual dividend once the equity-funded share of the planned capital budget has been set aside from net income.

Check yourself

PracticeCORE

A company follows a residual dividend policy. It reports net income of €18,000,000, has a target capital structure of 70% equity and 30% debt, and has identified €20,000,000 of positive-NPV projects to fund this year. What dividend does the residual policy imply?

Select an answer to check your understanding.