Fairly Valued Price of Perpetual Preferred Stock

Fairly Valued Price of Perpetual Preferred Stock

Prev Question Next Question

Question

A portfolio manager with Churn Brothers Brokerage is examining shares of a newly-issued perpetual preferred stock for possible investment. The preferred stock is expected to pay a quarterly dividend of $0.70, and the required rate of return is 12.50% per year. At what price would this preferred stock be fairly valued?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E. F.

F

Assuming that the quarterly dividend is to remain unchanged forever allows us to use the standard perpetuity model for preferred stock, which is illustrated as follows:

Value of preferred stock = (Annual dividend / required rate of return)

In this example, we are given the quarterly dividend, which must be annualized before it can be imputed into the perpetuity valuation equation.

So said, a quarterly dividend of $0.70 translates into a yearly dividend of $2.80. Incorporating this yearly dividend into the perpetuity valuation model will result in the following:

Value of preferred stock = {$2.80 / 0.125} = $22.40