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Return of shareholder capitalism


A defining feature of Q1 earnings season is a surge in repurchase and dividend announcements, reversing a 2022-23 decline. The biggest shareholder payments have come from mega-cap tech, Financials, and Energy sectors. Focus on shareholder returns supports the bull market, provided firms do not overleverage their balance sheets.

Ned Davis Research | Equities | U.S. Focus | Weekly

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