HELO Stock: Earnings, Dividends & Analyst Estimates

Company Overview:

Market Cap: $3.99B

Trailing PE: N/A

FWD PE: —

Payout Ratio (TTM): —

52-Week Range: $63.24 - $70.23

3.1 Year HELO Performance Metrics:

Total Return (with DRIP): 42.8% (12.17% CAGR)

Total Return (no DRIP): 42.4% (12.09% CAGR)

Share Price: 40.1% (11.48% CAGR)

Yield on Cost (with DRIP): 0.74%

Total Invested: $10,000

Total Value (with DRIP): $14,276

Total Return $ (with DRIP): $4,276

Dividend Increase: 7.7% (2.73% CAGR)

Dividend Yield (FWD): 0.52% ($0.36)

HELO 3.1-yr Total Return ($10K invested)

1M 3M 6M YTD 1Y 3Y 5Y 10Y

HELO Share Price

1M 3M 6M YTD 1Y 3Y 5Y 10Y All

HELO Price CAGR:1Y: 6.73%2Y: 6.25%5Y: 11.64%10Y: 11.64%

HELO Dividend Payments & Yield

Dividend Payments & Yield

HELO Dividend CAGR:1Y: -28.63%2Y: 5.43%5Y: -4.46%10Y: -4.46%

Annual Dividends (Total Paid Per Year)

Dividend Growth Year Over Year

Unlock All Reports & Research Dividend Stocks like a BOSS!

Get 3 Months Free with Annual Plan

PRO

$171/yr ($14.25/mo)

7-day free trial

Unlimited Portfolio Tracker
Portfolio - Lots/Sales/Dividends
Portfolio Auto-DRIP
Buy/Sell Signals Dashboard
Stock Fundamentals
Compare Stocks Side-by-Side
Revenue & EPS Estimates
DCF Valuation Modeling

Try it free for 7 days

You save $57/yr (25%)

HELO Dividends Info:

Annual Dividend: $0.36272

Forward Yield: 0.52%

Ex-Dividend Date: 2026-09-22

Lifetime Dividends / Share: $1.18

HELO Dividend History: Dates, Payments & Yield list

Below is a schedule of all HELO dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
09/22/2026	09/24/2026	$0.091	0.52%	0.52%	$69.34
06/23/2026	06/25/2026	$0.107	0.64%	0.64%	$67.04
03/24/2026	03/26/2026	$0.070	0.43%	0.44%	$63.90
12/16/2025	12/18/2025	$0.126	0.77%	0.77%	$65.77
09/23/2025	09/25/2025	$0.127	0.78%	0.78%	$64.78
06/24/2025	06/26/2025	$0.101	0.65%	0.65%	$62.36
03/25/2025	03/27/2025	$0.088	0.58%	0.58%	$60.30
12/24/2024	12/27/2024	$0.151	0.96%	0.96%	$62.65
09/24/2024	09/26/2024	$0.082	0.54%	0.54%	$60.95
06/25/2024	06/27/2024	$0.084	0.58%	0.57%	$58.58
03/19/2024	03/22/2024	$0.053	0.38%	0.38%	$55.93
12/19/2023	12/22/2023	$0.103	0.78%	0.78%	$52.79

Projected Future Returns & Dividends for HELO

Based on past 3.1-year performance, here are HELO growth metrics:

Share price CAGR of +11.48%
Dividend CAGR of -4.47%

Using HELO CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:

	HELO (DRIP)	HELO - No DRIP
Current Price	$69.81	$69.81
Start Shares	143.25	143.25
Start Value	$10,000	$10,000

After 10 years:
Final Share Count	146.98	143.25
Dividends Payment	$0.06	$0.06
Annual Dividends	$37	$36
Yield on cost	0.37%	0.36%
Share Price	$166.56	$166.56
Total Dividends	$361	$356
Final Value	$24,481	$24,215

Estimated Future Value + Dividends - HELO

NOTE: Above numbers are our estimate based on HELO's Dividend and Price CAGR over past 3.1 years. These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.

We cannot guarantee that your actual returns will meet these estimates.

Get the best Dividend Stock Research Tools:

Get 3 Months Free with Annual Plan

PRO

$171/yr ($14.25/mo)

7-day free trial

Unlimited Portfolio Tracker
Portfolio - Lots/Sales/Dividends
Portfolio Auto-DRIP
Buy/Sell Signals Dashboard
Stock Fundamentals
Compare Stocks Side-by-Side
Revenue & EPS Estimates
DCF Valuation Modeling

Try it free for 7 days

You save $57/yr (25%)

Company Info

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) had its IPO on 2023-09-29, and is traded on AMEX stock exchange.

The Fund seeks to provide capital appreciation. It invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index which primarily consist of common stocks of large capitalization US companies.

HELO website: https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-hedged-equity-laddered-overlay-etf-etf-shares-46654q724