Lorem Ipsum
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Head Line 1
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3
Head Line 2
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3
Head Line 3
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3
Head Line 4
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3
Register
Lorem Ipsum
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Head Line 1
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3
Head Line 2
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3
Head Line 3
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3
Head Line 4
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3
US Market Dividends and Capital Allocation Trends in 2026
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

Juan Pablo Albornoz (Moderator)
US Head of Dividend Forecasting
S&P Global Market Intelligence
Vika Tambaeva
Lead Research Analyst, Dividend Forecasting
S&P Global Market Intelligence

Satyam Panday
US Chief Economist
S&P Global Ratings

Ekaterina Tolstova
Associate Director of Credit Research and Insights
S&P Global Ratings
Register Now
US Market Dividends and Capital Allocation Trends in 2026
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

