Janus Henderson Global Dividend Index: US Dividend Growth in Q1 Reaches Post-Pandemic Low
2023年5月24日 - 9:30PM
ビジネスワイヤ(英語)
- US dividends increased 4.8% on an underlying basis during the
first quarter, the slowest rate of growth since the post-pandemic
recovery began
- Despite higher interest rates, the US real estate sector was
the largest contributor to dividend growth during the quarter
- 97% of US companies raised their dividend payments or held them
steady
- Globally, dividends jumped 12.0% on a headline basis to a Q1
record of $326.7bn – boosted by the largest contribution from
special dividends in nine years
- Global underlying growth was 3.0%
- Banks, oil producers and vehicle manufacturers were significant
drivers of Q1 global growth
US dividend payments increased 4.8% on an underlying basis
during the first quarter of 2023, according to the latest Janus
Henderson Global Dividend Index. On a headline basis, which
includes special dividends, exchange rate effects and other
technical factors, US dividends climbed 8.3% to a record $153.4bn
during the quarter. Over a third of the $9.8bn distributed in
special dividends in the US came from the booming oil sector, but
the largest was distributed by Ford Motor, which used strong free
cash flow to fund the one-off payment.
Globally, dividends are off to a strong start to 2023 on the
back of booming special dividends. The headline total rose 12.0% to
a first-quarter record of $326.7bn. Underlying growth was
significantly slower at 3.0%.
One-off special dividends at highest level since 2014
One-off special dividends of $28.8bn globally were the second
highest on record (after Q1 2014). Ford and Volkswagen accounted
for almost a third of the world’s Q1 special dividends. Headline
payouts from the vehicles sector were ten times larger year-on-year
as a consequence. One-off special dividends also made a significant
impact on the transport, oil and software sectors.
Growth from banks and oil companies offset by falling mining
dividends
The sharp decline in mining sector payouts globally, driven down
one fifth by lower commodity prices, was almost exactly offset in
Q1 by the strong positive contribution to growth from banks and oil
companies. Most sectors delivered single-digit growth and there
were relatively few weak spots. Globally, 95% of companies either
raised dividends or held them steady in Q1.
Janus Henderson now expects total dividends for 2023 of $1.64
trillion1 globally, equivalent to a headline increase of 5.2% for
the year and underlying growth of 5.0%2.
Ben Lofthouse, head of global equity income at Janus
Henderson said: “Q1’s strong dividend growth is all the more
impressive considering that 2022 was a difficult year for the
global economy with high inflation, rising interest rates, conflict
and continuing Covid lock downs. This growth illustrates the fact
that dividends are generally less volatile than earnings. We do
expect dividend growth to slow as a result of these factors but
should nevertheless continue in line with the long-term trend this
year.”
To receive a copy of the latest Janus Henderson Global Dividend
Index, click here.
______________ 1 Up from $1.60 trillion in January 2 Up from
3.4% in January
Notes to editors
Our headline growth rate describes the change in the total
dollar amount paid by companies compared to the corresponding
quarter each year. Our underlying figure adjusts for the distortion
that can be caused by one-off special dividends, changing exchange
rates, the effect of companies entering and leaving the global top
1,200 that comprise our index and the impact of changes in payment
dates. The latter two tend to be negligible over the course of a
whole year at the global level, though they can have a greater
impact in any one quarter, geography or sector.
About Janus Henderson
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dedicated to helping investors achieve long-term financial goals
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At 31 March 2023, Janus Henderson had approximately US$311
billion in assets under management, more than 2,000 employees, and
offices in 24 cities worldwide. Headquartered in London, the
company is listed on the NYSE and the ASX.
Source: Janus Henderson Global Dividend Index & Factset,
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