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Journal of Accounting and Economics Vol. 35 No. 2 2003

Is a dividend tax penalty incorporated into the return on a firm's common stock?

Dan Dhaliwal1; OLIVER ZHEN LI; Robert Trezevant2

1 University of Arizona · 2 University of Southern California

Abstract

We find that a firm's dividend yield has a positive impact on its common stock return that is decreasing in the level of institutional and corporate ownership, our indicator of whether the marginal investor in a firm's common stock is more likely to be a low-tax or a high-tax investor. These results suggest that (1) a dividend tax penalty is incorporated into the return on a firm's common stock and (2) both a firm's dividend policy and its ownership structure impact the size of the dividend tax penalty.

DOI
10.1016/s0165-4101(03)00017-x
Volume
35
Issue
2
Pages
155-178
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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