Ex-Rights Date

AdvancedStock Market2 min read

Quick Definition

The first trading day on which new buyers of a stock are no longer entitled to participate in a rights offering.

Key Takeaways

  • The ex-rights date is when shares trade without the right to participate in a discounted rights offering.
  • The stock price typically adjusts downward by the theoretical value of the right.
  • Rights can often be traded on the open market if the shareholder doesn't want to exercise them.

What Is Ex-Rights Date?

The ex-rights date is the date on which shares begin trading without the attached rights to purchase additional shares in a rights offering. A rights offering (or rights issue) allows existing shareholders to buy new shares at a discount to the market price, in proportion to their current holdings. To receive these rights, an investor must own shares before the ex-rights date. After the ex-rights date, the stock price typically drops by approximately the theoretical value of the right, similar to how prices adjust on the ex-dividend date. Rights can often be traded on the open market, so shareholders who don't want to exercise them can sell the rights for their market value. The ex-rights date is set by the exchange, typically one business day before the record date under T+1 settlement rules.

Ex-Rights Date Example

  • 1A company announces a rights offering at $15 per share (market price $20). Investors must own shares before the ex-rights date to participate.
  • 2After the ex-rights date, the stock drops from $20 to approximately $18.75 to reflect the dilution from new shares.