OAKM Stock: Earnings, Dividends & Analyst Estimates

Company Overview:

Market Cap: $1.19B

Trailing PE: N/A

FWD PE: —

Payout Ratio (TTM): —

52-Week Range: $25.95 - $32.14

1.9 Year OAKM Performance Metrics:

Total Return (with DRIP): 26.5% (13.19% CAGR)

Total Return (no DRIP): 26.5% (13.15% CAGR)

Share Price: 25.7% (12.77% CAGR)

Yield on Cost (with DRIP): 0.77%

Total Invested: $10,000

Total Value (with DRIP): $12,655

Total Return $ (with DRIP): $2,655

Dividend Increase: 0.0% (0.00% CAGR)

Dividend Yield (FWD): 0.61% ($0.19)

OAKM 1.9-yr Total Return ($10K invested)

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

OAKM Share Price

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

OAKM Price CAGR:1Y: 14.70%2Y: 12.87%5Y: 12.87%10Y: 12.87%

OAKM Dividend Payments & Yield

Dividend Payments & Yield

OAKM Dividend CAGR:1Y: 1,800.00%2Y: 2,158.45%5Y: 2,158.45%10Y: 2,158.45%

Annual Dividends (Total Paid Per Year)

Dividend Growth Year Over Year

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Combined 55% Lifetime Discount

OAKM Dividends Info:

Annual Dividend: $0.19

Forward Yield: 0.61%

Ex-Dividend Date: 2025-12-10

Lifetime Dividends / Share: $0.20

OAKM Dividend History: Dates, Payments & Yield list

Below is a schedule of all OAKM 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
12/10/2025	12/11/2025	$0.190	0.67%	0.66%	$28.62
12/30/2024	12/31/2024	$0.010	0.04%	0.04%	$23.51

Projected Future Returns & Dividends for OAKM

Based on past 1.9-year performance, here are OAKM growth metrics:

Share price CAGR of +12.77%
Dividend CAGR of +2158.45%

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

	OAKM (DRIP)	OAKM - No DRIP
Current Price	$31.05	$31.05
Start Shares	322.06	322.06
Start Value	$10,000	$10,000

After 10 years:
Final Share Count	328.01	322.06
Dividends Payment	$0.19	$0.19
Annual Dividends	$62	$61
Yield on cost	0.62%	0.61%
Share Price	$31.05	$31.05
Total Dividends	$185	$184
Final Value	$10,185	$10,184

Estimated Future Value + Dividends - OAKM

NOTE: Above numbers are our estimate based on OAKM's Dividend and Price CAGR over past 1.9 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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Combined 55% Lifetime Discount

Company Info

Oakmark U.S. Large Cap ETF (OAKM) had its IPO on 2024-12-03, and is traded on AMEX stock exchange.

Under typical conditions, the fund dedicates a minimum of 80% of its net assets (along with any borrowed capital used for investment) to the securities of large U.S. corporations. Its primary strategy involves assembling a diverse portfolio comprised of common stocks issued by these significant American companies. A large capitalization company is defined as one whose market value is equivalent to or exceeds that of the smallest company within the Russell 1000 Index.

OAKM website: https://oakmark.com/etfs/oakm/