Summary
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
Speakers
S&P Global Market Intelligence
Juan Pablo Albornoz
US Head of Dividend Forecasting
Juan Pablo leads the Dividend Forecasting team for the Americas region. He manages a diverse group of analysts based in Argentina, India, and the United States. Prior to this role, he specialized in dividend forecasting for US and Canadian TMT and Healthcare companies through bottom-up fundamental analysis. He actively participates in public webinars, has published various research reports and regularly engages with clients and industry leaders.
The Dividend Forecasting product helps financial institutions price stocks and ETFs derivatives by delivering precise forecasts of the size and timing of dividend payments based on company and ETF research, market announcements, and unique quantitative insights.
Juan Pablo holds a bachelor's degree in Economics (Hons, magna cum laude) from the University of Buenos Aires (UBA), Argentina. Before joining S&P, he worked as an economic consultant in Argentina, handling macro-financial research, forecasting, business advisory, and engaging with the local press. Juan Pablo actively collaborates ad honorem as a visiting professor in undergraduate Economics courses at UBA.
S&P Global Market Intelligence
Morgan Baccari
Director and Founder of the Situational Analytics
Morgan Baccari is a director and founder of the Situational Analytics team within Issuer Solutions at S&P Global. Morgan partners with public companies undergoing significant changes, such as M&A, new issuance, or changes to their capital allocation policy. The situational analytics team partners with issuers to determine risk of selling from current shareholders as a result of this corporate action, as well as targeting new investors. Morgan also has experience working with banking and exchange partners to service their global clients across a multitude of consulting needs.
S&P Global Market Intelligence
Vedant Bagri, CFA
Research Analyst
Vedant Bagri is a Dividend Research Analyst at S&P Global market Intelligence
Vedant is responsible for dividend forecasting in the American region, focusing on specialized sectors such as Banks & Financial Services, and Real Estate Investment Trusts (REITs). He is a global research team member with a focus on banking and financial institutions. His research focuses on the balance banks have to strike between capital return to shareholders, meeting regulatory requirements, and exploring how these financial entities strategically expand their operations across regional, national, and global landscapes, adding another dimension to his research insights.
Before joining S&P, he worked as a Derivative trader & Analyst where he traded in index F&O, maintained Delta hedging, and was part of the market makers team. His responsibilities included actively taking derivative strategies to capitalize on market trends in proprietary accounts, maintaining optimal portfolio risk exposure, and maintaining liquidity and pricing of options.
Vedant is a CFA charter holder and also a member of the CFA Society of India. He also holds a Bachelor's degree in Commerce.
S&P Global Market Intelligence
Vika Tambaeva
S&P Global Market Intelligence
Research Analyst, Equity Data, AMER
Vika Tambaeva is the Dividend Research Analyst in AMER, Equity Data & Analytics at S&P Global Market Intelligence
Vika is responsible for dividend forecasting analysis in the American region with a focus on the United States and Canada. She leads the U.S. research initiatives at the S&P Global Research Team. Her primary coverage is the North American Energy Sector.
Vika holds an MBA degree from the Zicklin School of Business at Baruch College of New York, NY.
Moderator
S&P Global Market Intelligence
Ryan Boyd
Head of Business Development
Ryan leads business development for the Dividend Forecasting team in the Americas at S&P Global Market Intelligence.
Ryan has almost a decades experience in financial services, capital markets and research. He partners with clients and industry leaders to identify gaps in their workflows and new use cases to develop innovative solutions that will create value, increase efficiencies and solve pressing issues for the industry.
Ryan holds a Bachelor of Science in Finance from the College of Charleston, South Carolina.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.