investing

preferred stock

A class of stock that pays fixed dividends and has priority over common stock in claims on assets during liquidation, but typically lacks voting rights.

Example

The preferred stockholders received their $2/share dividend before any money was distributed to common shareholders.

Memory Tip

PREFERRED = gets treated BETTER (preferred) over common stock.

Why It Matters

Preferred stock matters because it offers a middle ground between bonds and common stock, providing more stable income through fixed dividends while potentially offering better returns than bonds. Understanding preferred stock helps investors build a diversified portfolio that matches their risk tolerance and income needs.

Common Misconception

Many people mistakenly believe that preferred stock is safer than common stock in all situations. While preferred stockholders do have priority during liquidation, preferred stock can still lose significant value if the company faces financial trouble, and the fixed dividend can become unattractive if interest rates rise.

In Practice

A company might issue preferred stock with a 5 percent annual dividend on a 100 dollar share price, meaning investors receive 5 dollars per year. If the company goes bankrupt, preferred shareholders get paid from remaining assets before common stockholders, but they typically cannot vote on company decisions like the election of the board of directors.

Etymology

From Latin 'praeferre' (to prefer, to put before) — these shares are PREFERRED over common shares.

Common Misspellings

prefered stockprefferred stockpreferrd stock
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Related Terms

dividend

More in investing

Other investing terms you should know

appreciationAn increase in the value of an asset over time.bondA fixed-income investment where an investor loans money to adiversificationA risk management strategy that mixes a wide variety of invedividendA payment made by a corporation to its shareholders, usuallyexpense ratioThe annual fee that mutual funds or ETFs charge investors, efixed incomeInvestments that provide a regular, predetermined return, su

See Also

common stockliquidation preferencehybrid security
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