U.S. Share Buybacks and Dividends Over the past 20 years, U.S. corporates have clearly favored buybacks over dividends, reflecting a shift towards prioritizing shareholder value through capital appreciation rather than regular income distributions. Image: BofA Global Research
Buybacks – Share of S&P 1500 Companies Paying a Dividend or Repurchasing Stock Over the years, the share of S&P 1500 companies engaging in share repurchases has surged. In 1995, only 3% participated, while in 2023, it reached 70%, greatly enhancing shareholder returns. Image: Goldman Sachs Global Investment Research
S&P 500 Dividend Yield and 10-Year Treasury Yield U.S. Treasuries may currently appear attractive compared to the S&P 500 dividend yield. Image: The Daily Shot
S&P 500 Index vs. S&P 500 NTM EPS Divided by Moody’s BAA + Dividend Yield Is the S&P 500 at risk of a major correction? Image: Morgan Stanley Research
S&P 500 Index Dividend Yield vs. Nikkei 225 Index Dividend Yield Should income seekers consider investing in Japanase stocks? Image: Morgan Stanley Wealth Management
S&P 500 Realized 10-Year Dividend Annualized Growth Rate Goldman Sachs expects a 10-year compound annual growth rate of 6.2% for S&P 500 dividends. Image: Goldman Sachs Global Investment Research
Dividend Yield Global ex-U.S. equities continue to offer higher dividend yields than U.S. equities. Image: Topdown Charts
Six-Month U.S. Treasury Bill Yield Minus S&P 500 Dividend Yield Should investors favor U.S. T-bills over the S&P 500 dividend yield? Image: Morgan Stanley Wealth Management
Flows into All Dividend Funds Strong flows into dividend funds this year. Image: Goldman Sachs Global Investment Research
U.S. 2-Year Treasury Yield vs. S&P 500 Dividend Yield The U.S. 2-year Treasury yield looks attractive vs. the dividend yield of the S&P 500. Image: BofA Global Investment Strategy