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S& Global Platts Crude & Refined Products Market

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US Market Dividends and Capital Allocation Trends in 2026


Date: Thursday, February 05, 2026

Time: 10:00 AM - 10:45 AM EST

Duration: 45 minutes

While global economic growth is expected to slow, U.S. dividends are projected to continue their steady expansion in 2026. However, uncertainty is the new certainty. U.S. market dynamics continue to be shaped by factors such as trade tariffs, Federal Reserve policy, the AI investment boom, and geopolitical risks. As questions regarding U.S. economic exceptionalism persist, companies face a complex capital allocation landscape, where dividend growth increasingly competes with share buybacks, debt reduction, and capital expenditures.

Join us for an insightful discussion on these topics with the S&P Global Dividend Forecasting and S&P Ratings teams.

Key discussion points

  • The U.S. 2026 macroeconomic outlook and its implications across equity sectors
  • Ratings trends: Balance sheet and debt-related risks affecting dividend sustainability
  • Major U.S. dividend growth trends and tail risk (initiations and risky dividends)
  • S&P 500 Dividends: Bear-Bull scenarios — highlights from the new Dividend Forecasting dataset


Speakers

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Juan Pablo Albornoz (Moderator)

US Head of Dividend Forecasting
S&P Global Market Intelligence


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Vika Tambaeva

Lead Research Analyst, Dividend Forecasting
S&P Global Market Intelligence


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Satyam Panday

US Chief Economist
S&P Global Ratings


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Ekaterina Tolstova

Associate Director of Credit Research and Insights
S&P Global Ratings


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US Market Dividends and Capital Allocation Trends in 2026

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