Article updated on January 2nd, 2024 by Bob Ciura
Spreadsheet data updated daily
One of the unique challenges that retirees face is creating an investment portfolio that creates a roughly equal amount of dividend income each month.
This challenge can be overcome by selectively investing similar amounts in securities that pay dividends in each calendar month.
With that in mind, Sure Dividend has created a database of stocks that pay dividends in January. You can access the database below:
The January-paying dividend stocks list available for download above contains the following metrics for each stock:
- Name
- Ticker
- Stock price
- Dividend yield
- Market capitalization
- P/E Ratio
- Payout Ratio
- Beta
Keep reading this article to learn more about using the January-paying dividend stocks list to improve your investing outcomes.
Note: Constituents for the spreadsheet and table above are from the Wilshire 5000 index, with data provided by Ycharts and updated annually. Securities outside the Wilshire 5000 index are not included in the spreadsheet and table.
How To Use The January Dividend Stocks List To Find Investment Ideas
Having a spreadsheet database that contains the names, tickers, and financial information of every stock that pays dividends in January can be extremely useful.
This document becomes even more powerful when combined with a fundamental knowledge of how to use Microsoft Excel to identify individual investment opportunities.
With this in mind, this tutorial will demonstrate how you can use the Excel list available for download above to find high-quality stocks that pay dividends in the month of January.
More specifically, we’ll show you how to apply two screens. The first screen is to find blue-chip stocks with dividend yields above 2% and market capitalizations above $20 billion.
Screen 1: Dividend Yields Above 2% and Market Capitalizations Below $20 Billion
Step 1: Download the January-paying dividend stocks list by clicking here. Apply Excel’s filter function to every column in the spreadsheet.
Step 2: Click the filter icon at the top of the dividend yield column, as shown below.
Step 3: Change the filter setting to “Greater Than” and input 0.02 into the field beside it. Since dividend yield is measured as a percent, this will filter for January-paying dividend stocks with yields above 2%.
Step 4: Close out of the filter window (by clicking the exit button, not by clicking the “Clear Filter” button in the bottom right corner). Next, click the filter icon at the top of the market capitalization column, as shown below.
Step 5: Change the filter setting to “Greater Than” and input 20000 into the field beside it. Since market capitalizations is measured in millions in this document, this is equivalent to filtering for January-paying dividend stocks with market capitalizations above $20 billion.
The remaining stocks in this spreadsheet are stocks that pay dividends in January that have dividend yields above 2% and market capitalizations above $20 billion.
The next screen that we’ll demonstrate excludes overvalued stocks by screening for January dividend stocks with price-to-earnings ratios below 20 and dividend yields above 3%.
Screen 2: Price-to-Earnings Ratios Below 20 and Dividend Yields Above 3%
Step 1: Download the January-paying dividend stocks list by clicking here. Apply Excel’s filter function to every column in the spreadsheet.
Step 2: Click the filter icon at the top of the price-to-earnings ratio column, as shown below.
Step 3: Change the filter setting to “Less Than” and input 20 into the field beside it, as shown below. This will filter for stocks that pay dividends in January with price-to-earnings ratios less than 20.
Step 4: Close out of the filter window (by clicking the exit button, not by clicking the “Clear Filter” button in the bottom right corner). Next, click the filter icon at the top of the dividend yield column, as shown below.
Step 5: Change the filter setting to “Greater Than” and input 0.03 into the field beside it, as shown below. This will filter for stocks that pay dividends in January with dividend yields above 3%.
You now have a solid, fundamental understanding of how to use the January-paying dividend stocks list to find investment ideas.
The remainder of this article will discuss other useful investing resources that can assist you along your journey in the world of equity investing.
Other Useful Investing Databases
Having an Excel document that contains the name, tickers, and financial information for all stocks that pay dividends in January is useful – but it becomes far more useful when combined with other databases for the other months of the calendar year.
You can access our other calendar month databases below:
- The Complete List of Stocks That Pay Dividends in February
- The Complete List of Stocks That Pay Dividends in March
- The Complete List of Stocks That Pay Dividends in April
- The Complete List of Stocks That Pay Dividends in May
- The Complete List of Stocks That Pay Dividends in June
- The Complete List of Stocks That Pay Dividends in July
- The Complete List of Stocks That Pay Dividends in August
- The Complete List of Stocks That Pay Dividends in September
- The Complete List of Stocks That Pay Dividends in October
- The Complete List of Stocks That Pay Dividends in November
- The Complete List of Stocks That Pay Dividends in December
If you are interested in finding high-quality dividend growth stocks suitable for long-term investment but don’t necessarily need these companies to pay dividends in January, the following Sure Dividend databases will be useful:
- The Dividend Aristocrats List: a group of elite S&P 500 stocks with 25+ years of consecutive dividend increases.
- The Dividend Achievers List: a group of stocks with 10+ years of consecutive dividend increases.
- The Dividend Kings List: considered to be the best-of-the-best among dividend growth stocks, the Dividend Kings are a group of exceptional dividend stocks with 50+ years of consecutive dividend increases.
- The Blue Chip Stocks List: contains stocks on either the Dividend Achievers, Dividend Aristocrats, or Dividend Kings list.
- The Monthly Dividend Stocks List: contains stocks that pay dividends each month, for 12 payments per year.
- The High Dividend Stocks List: high dividend stocks are suited for investors that need income now (as opposed to growth later) by listing stocks with 5%+ dividend yields.
Alternatively, you may be looking to invest in stocks from a certain sector of the stock market (instead of stocks that pay dividends during a particular calendar month). If this is the case, the following Sure Dividend databases are excellent resources:
- The Complete List of Industrial Stocks
- The Complete List of Materials Stocks
- The Complete List of Utility Stocks
- The Complete List of Telecommunications Stocks
- The Complete List of Technology Stocks
- The Complete List of Consumer Staples Stocks
- The Complete List of Consumer Cyclical Stocks
- The Complete List of Healthcare Stocks
- The Complete List of Energy Stocks
- The Complete List of Financial Stocks
The major domestic stock market indices are another solid resource for finding investment ideas. Sure Dividend compiles the following stock market databases and updates them monthly:
You may also wish to explore international stock markets for more unique investment ideas. Sure Dividend maintains the following databases of international stocks for your research purposes:
- The Complete List of TSX 60 Stocks: the TSX 60 Index contains the 60 largest companies on the Toronto Stock Exchange and is a useful alternative index for Canadian equities.
A last resource to find investing ideas (and learn about investing in general) is by studying the portfolios and strategies of the world’s best investors. With that in mind, you may find the following articles to be useful: