Global High-Quality Dividend Stock List "High-quality names that pay..."

研报英文原文证据摘录

Global High-Quality Dividend Stock List "High-quality names that pay..."

Figure 3: Dividend weighted average forecast growth (next 12 months)

Di vidend weig hted average for ec ast gro

wth (next 12 m onth s)

Source: UBS Quantitative Research. We show the average dividend weighted forecast growth rate. Data is as of 30 June 2026. Note Energy in Pacific ex Japan appears as NaN

as the two observations are screened out as positive outliers.

Our quant models are currently suggesting that dividend growth will be positive in all

five regions. The largest dividend growth is forecast to be in Japan (13.2%), while the

lowest forecast is in Europe (3.3%). Turning to sectors, the models forecast the largest

dividend growth globally for IT (+13.8%), and the lowest growth for Utilities (+1.4%).

Consumer Discretionary in Europe has the worst growth forecast overall, at -5.4%.

Note these are aggregate numbers, so individual stocks may still have reasonable

dividend growth in sectors and regions with negative average forecast dividend growth.

Figure 4: Average forecast probability of a dividend cut (next 12 months)

Av erage forec ast probability of a divi

dend cut (n ext 1 2 mon ths)

Source: UBS Quantitative Research. We show the average dividend weighted forecast growth rate. Data is as of 30 June 2026.

The overall probability of a dividend cut is 18.8% (previously 17.8%). EM and Pacific ex

Japan continue to have a higher risk of a dividend cut than the other regions, while the

US appears to be the safest at 5.3%. This pattern is in line with what we saw last quarter.

The probability of a dividend cut across sectors ranges from c.17% to 22%. The safest

sector is US Utilities, with a probability of a dividend cut at 1.1%.

Global High-Quality Dividend Stock List 2 July 2026 ab 3