HEQT Stock: Earnings, Dividends & Analyst Estimates

Company Overview:

Market Cap: $310.56M

Trailing PE: N/A

FWD PE: —

Payout Ratio (TTM): —

52-Week Range: $30.72 - $34.98

5 Year HEQT Performance Metrics:

Total Return (with DRIP): 53.6% (8.96% CAGR)

Total Return (no DRIP): 48.9% (8.28% CAGR)

Share Price: 37.5% (6.57% CAGR)

Yield on Cost (with DRIP): 1.78%

Total Invested: $10,000

Total Value (with DRIP): $15,361

Total Return $ (with DRIP): $5,361

Dividend Increase: 24.6% (4.75% CAGR)

Dividend Yield (FWD): 1.16% ($0.40)

HEQT 5-yr Total Return ($10K invested)

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

HEQT Share Price

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

HEQT Price CAGR:1Y: 8.93%2Y: 9.28%5Y: 6.46%10Y: 6.57%

HEQT Dividend Payments & Yield

Dividend Payments & Yield

HEQT Dividend CAGR:1Y: 0.00%2Y: 11.80%5Y: -35.62%10Y: -35.62%

Annual Dividends (Total Paid Per Year)

Dividend Growth Year Over Year

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Combined 44% Lifetime Discount

HEQT Dividends Info:

Annual Dividend: $0.4

Forward Yield: 1.16%

Ex-Dividend Date: 2026-09-25

Lifetime Dividends / Share: $3.86

HEQT Dividend History: Dates, Payments & Yield list

Below is a schedule of all HEQT 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
09/25/2026	09/28/2026	$0.100	1.16%	1.16%	$34.44
06/25/2026	06/29/2026	$0.100	1.21%	1.2%	$33.37
03/26/2026	03/30/2026	$0.100	1.29%	1.3%	$30.88
12/23/2025	12/25/2025	$0.100	1.24%	1.25%	$32.05
09/25/2025	09/29/2025	$0.100	1.29%	1.28%	$31.18
06/25/2025	06/27/2025	$0.100	1.34%	1.33%	$30.00
03/26/2025	03/28/2025	$0.080	1.11%	1.12%	$28.48
12/23/2024	12/25/2024	$0.100	1.34%	1.36%	$29.48
09/25/2024	09/27/2024	$0.080	1.11%	1.11%	$28.84
06/25/2024	06/27/2024	$0.100	1.45%	1.44%	$27.71
03/25/2024	03/27/2024	$0.100	1.52%	1.51%	$26.45
12/26/2023	12/28/2023	$0.797	12.62%	12.6%	$25.30
09/27/2023	09/29/2023	$0.080	1.31%	1.31%	$24.37
06/27/2023	06/29/2023	$0.080	1.3%	1.29%	$24.73
03/27/2023	03/29/2023	$0.080	1.38%	1.37%	$23.43
12/27/2022	12/30/2022	$0.808	14.35%	14.32%	$22.57
06/27/2022	06/30/2022	$0.080	1.39%	1.4%	$23.00
12/27/2021	12/30/2021	$0.069	1.08%	1.08%	$25.59
12/26/2022	11/30/-0001	$0.808	14.35%	14.35%	$22.52

Projected Future Returns & Dividends for HEQT

Based on past 5-year performance, here are HEQT growth metrics:

Share price CAGR of +6.57%
Dividend CAGR of +8.12%

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

	HEQT (DRIP)	HEQT - No DRIP
Current Price	$34.51	$34.51
Start Shares	289.77	289.77
Start Value	$10,000	$10,000

After 10 years:
Final Share Count	327.88	289.77
Dividends Payment	$0.22	$0.22
Annual Dividends	$286	$253
Yield on cost	2.86%	2.53%
Share Price	$65.24	$65.24
Total Dividends	$1,806	$1,689
Final Value	$21,390	$20,592

Estimated Future Value + Dividends - HEQT

NOTE: Above numbers are our estimate based on HEQT's Dividend and Price CAGR over past 5 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.

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Company Info

Simplify Hedged Equity ETF (HEQT) had its IPO on 2021-11-02, and is traded on AMEX stock exchange.

The Simplify Hedged Equity ETF (HEQT) is engineered to generate long-term capital growth by focusing its investments on major U.S. companies. Simultaneously, it employs a sophisticated strategy of put-spread collars. These options contracts are specifically structured to provide a protective layer for its equity exposure, thereby dampening market fluctuations and mitigating overall risk. This blending of equity investments with put-spread collars has emerged as a favored technique for constructing more stable and risk-aware equity portfolios. Such an approach enables participation in potential market rallies while establishing safeguards against significant downturns. HEQT further refines this strategy by implementing a rolling series of these collars, with expirations staggered across three consecutive months. This systematic, laddered approach aims to make the fund's hedged equity experience more robust and less susceptible to the timing impact of rebalancing decisions.

HEQT website: https://www.simplify.us/etfs/heqt-simplify-hedged-equity-etf