ICE dividend analysis

ICE dividend deep dive

ICE returns 3.40% per year through the dividend at the current $154.00 share price. The payout sits at 74% of trailing earnings, leaving 26% as retained capital — the standard line for evaluating dividend safety alongside the company's free-cash-flow trajectory.

Pillar mix backing the ICE dividend: Quality 79/100, Risk 13/100, and a payout-strain adjustment that lands the dividend safety at 69/100. The Risk pillar is the place to look first if leverage or earnings cyclicality is a concern.

Reinvested-distribution math on ICE at $154.00: holding yield (3.40%) and growth (4.4%) constant, the cumulative income compounds to roughly 19.1% over 5 years, 41.7% over 10, 100.9% over 20.

On the peer line for ICE: KO (5.00%), PG (1.50%), PEP (2.90%). The cohort-mean yield (3.13%) sets the baseline; the 3.40% read on ICE is 0.27 pp above that anchor.

For ICE cash-flow planning: ex-date 2026-03-01, settlement 2026-03-15, quarterly run-rate $1.310/share. Annualized: $5.24.

ICE synthesis: yield 3.40%, growth 4.4%, safety 69/100, payout 74%. The next earnings line will tell whether free-cash-flow conversion supports the current trajectory.