Weekly Market Commentary 3-2-2026

“How LPL Research Thinks About Dividends”
See what we have to say about the following:

 

 

 

• How LPL Research Thinks About Dividends
  LPL Research argues that effective equity income strategies should move beyond simple dividend yield and incorporate dividend growth, shareholder yield, and quality considerations to improve long‑term outcomes.

 

• Historical Total Returns & Price‑Based Returns Graphs
  The long‑term return charts demonstrate that dividend growth and shareholder yield strategies have outperformed high‑dividend strategies, primarily due to stronger price appreciation rather than higher income alone.

 

• Capital Appreciation Tradeoff & Current Technical Setup
  While high‑dividend strategies offer greater current income, technical and yield comparison graphs suggest enhanced dividend strategies provide a more attractive balance between income, growth, and relative strength.

 

• STAAC Commentary
  STAAC views the analysis as reinforcing the importance of focusing on sustainable income, quality, and total return when positioning client portfolios, rather than relying solely on headline dividend yield.