Capital Competition: Understanding Dividend Trends and Shareholder Return Strategies in 2025

U.S. market dynamics are being influenced by heightened uncertainty surrounding potential tariffs, promises of deregulation, and tax cuts from the incoming administration.

In this volatile environment, companies increasingly compete for capital to attract new investors and retain existing ones.

As a result, the U.S. market is witnessing a notable surge in shareholder returns, with large-cap companies initiating dividends at an unprecedented rate, while established sectors like energy and banking continue to increase their payouts.

Join us for an engaging discussion with S&P Global's Dividend Forecasting analysts and the Investor Relations Solutions team to discover:

• The key factors shaping total shareholder return strategies in 2025
• Dividend payout estimates, including initiation prospects and expected growth
• Share repurchases versus dividends: finding the right balance