With February 2015 seeing $118 billion in repurchase authorization announcements, at the current pace, the year is on track to reach nearly $800 billion in repurchase announcements, notes Goldman Sachs.
David J. Kostin and team at Goldman Sachs in their March 6, 2015 research report the US Weekly Kickstart anticipate S&P 500 dividend growth of 7% to $404 billion.
Last 2 months – A record start for share repurchase
With S&P 500 trading at a high valuation relative to history, the Goldman Sachs analysts believe stocks that return cash to shareholders via buybacks and dividends should outperform. The analysts point out that the average shareholder yield for the S&P 500 equals 5%, roughly evenly divided between buybacks and dividends.
However, as can...

