标普全球：2026年美国市场股息展望报告：不确定性加剧背景下的稳健增长（英文版）（16页）.pdf

1、Regional Report Feb.5,2026Dividend ForecastingJuan Pablo Albornoz,Head of S&P Dividend Forecasting(AMER)Vika Tambaeva,Lead Research Analyst,Dividend Forecasting(AMER)US market dividend outlook for 2026 Steady growth amid increased Special Report|2Table of contentsAbout us 3US market dividend trends

2、4Forecast highlights 4S&P 500:Reliable dividend growth amid growing market uncertainties 5Special dividends:Declining trend forecast to continue 9Yield trends:Dividends vs.buybacks 11Index yields(S&P 500,S&P 400 and S&P 600)11Sectorial yields 13Addressing initiation risk in Dividend Forecasting mark

3、et dividend outlook for 2026|3The take US aggregate dividends are projected to grow by 6.5%year over year,with all 24 sectors expected to increase payouts in 2026.US market special dividends are expected to continue their annual declines,with total payouts in 2026 forecast to be 33%lower than in 202

4、5.Among S&P 500 dividend-paying constituents,more than 80%are expected to increase dividends.Dividend-paying constituents of the S&P 1500 continue to offer competitive and reliable yields,particularly when compared with risk-free instruments.Addressing initiation risk in Dividend Forecasting:Feature

5、d researchAbout usS&P Global Market Intelligences Dividend Forecasting team provides timely data,insights and commentary to help financial institutions price instruments,enhance investment decisions and manage risks.Our global team of over 50 analysts maintain precise forecasts on the size and timin

6、g of payments based on bottom-up fundamental research as well as a proprietary advanced analytics model.We pride ourselves in an unmatched coverage that spans over 40,000+securities including stocks,American depositary receipts(ADRs)and exchange-traded funds(ETFs)across the globe.Our analysts also s