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Journal of Finance Vol. 50 No. 2 1995

Price Reactions to Dividend Initiations and Omissions: Overreaction or Drift?

Roni Michaely; Richard H. Thaler; Kent L. Womack

Abstract

This article investigates market reactions to initiations and omissions of cash dividend payments. Consistent with prior literature, the authors find that the magnitude of short-run price reactions to omissions are greater than for initiations. In the year following the announcements, prices continue to drift in the same direction, though the drift following omissions is stronger and more robust. This postdividend initiation/omission price drift is distinct from and more pronounced than that following earnings surprises. A trading rule employing both samples earns positive returns in twenty-two out of twenty-five years. The authors find little evidence for clientele shifts in either sample.

Volume
50
Issue
2
Pages
573-608
Sources
bibtex:phds-export.bib

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