QVMM - Spring 2024 Snapshot Of The Future For S&P 500 Dividends
2024-05-22 11:05:00 ET
Summary
- If you want to understand why stock prices behave as they do, you need to start with what the expectations for future dividends are doing.
- We reveal how the expectations of dividend growth through each quarter of 2024 has changed since we started tracking them at roughly monthly intervals in October 2023.
- Add in the conveyance effect and other dividend increase announcements, and it's been a good spring for the outlook for the S&P 500 dividends per share.
Why have stock prices rallied so much during the past several months?
As it happens, there's a very fundamental answer to that question, provided you know how stock prices work , which is to recognize that changes in current-day stock prices are primarily driven by changes in the expectations about the future rate of growth of their underlying dividends per share....
Spring 2024 Snapshot Of The Future For S&P 500 Dividends