ITW dividend analysis

ITW dividend deep dive

Income read on ITW: trailing yield 6.10%, payout ratio 41%, 5y CAGR 1.1%, 10y CAGR 11.1%. The growth streak runs 42 years.

ITW dividend-safety read: 50/100. The score is the Quality pillar (46/100) penalized for high payout — at 41% of earnings, that adjustment pulls the headline flat or up from raw Quality.

ITW DRIP table at flat yield + growth: 5y ≈ 34.9%, 10y ≈ 81.9%, 20y ≈ 231.0% cumulative income return on the 6.10% starting yield. Useful as a back-of-envelope only — assumes the yield stays at TTM and the growth rate persists.

ITW sits in a peer group of KO (5.00%), PG (1.50%), PEP (2.90%), with the trio yielding a mean of 3.13%. The 6.10% yield on ITW is the cleanest single-number comparison; payout ratio and growth rate are the two follow-ups.

Ex-dividend cadence on ITW: most recent ex-date 2026-03-01, payment 2026-03-15. Quarterly schedules are the norm for US payers; the ex-date is the cutoff for entitlement to the upcoming distribution, while the payment date is when cash hits the brokerage.

Income thesis line for ITW: starting yield of 6.10%, projected growth of 1.1%, safety read 50/100. The forward open question is the durability of the next dividend hike given the 41% earnings payout.