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Record Dividend Payouts in 2022 Due to Oil Companies and Luxury Brands

Last year, a record global dividend payout of $1.56 trillion was reported, announced by Janus Henderson Group, a British-American global asset management group based in the City of London, which publishes the Global Dividend Report annually. The highest growth in dividend payouts was recorded by companies in fast-growing markets at 13.1%, followed by Europe (excluding the United Kingdom) at 11.2%, and North America with a growth of 10.2%.

According to data from their report, dividends increased by 8.4% last year, primarily due to the strong rise of the dollar against other currencies, as well as rising oil and gas prices. Indeed, these prices boosted profits for oil and gas producers, who consequently increased dividend payouts to their shareholders. Significant profit growth was also seen in financial companies in the US, the UK, and Europe, contributing to the rise in global dividends. Additionally, leading global transportation companies experienced noticeable revenue and profit growth, making it logical that their shareholders are now reaping the rewards.

Records in Europe

According to analysts at Janus Henderson, a record $254.7 billion worth of dividends was paid out in Europe last year. The normalization of business after the pandemic and increasing demand, along with rising prices for cars and luxury goods, were the drivers of dividend growth in Europe.

The European financial sector, especially banks, also had quite good dividends, with even one-fifth of payouts related to the transportation business. The Danish giant Moller Maersk had record delivery and transportation prices during the past period. Companies involved in oil production and processing also recorded growth, but their contribution in percentage terms is relatively small for that region.

French companies such as Total Energies, an oil company, and LVMH, a luxury brand company, paid the highest dividends in Europe.

Oil Companies and Luxury Goods

Regarding the German economy, Mercedes leads, taking first place in dividend payouts for the first time since 2018. In the Netherlands, Heineken stands out for its dividend, while in Italy, the banking sector is prominent.

Globally, 88 companies increased their dividends last year or maintained them at the same levels as the previous year. The global dividend growth was so strong that twelve countries saw record payouts expressed in dollars. This includes the US, Canada, Brazil, China, India, and Taiwan, but several other countries achieved significant dividend growth in their own currencies, such as France, Germany, Japan, and Australia.

Analysts from Janus Henderson estimate that economic growth rates, annual inflation growth, along with geopolitical risks, will increase uncertainty around dividend payouts for businesses in 2023, yet they still predict payouts of $1.60 trillion for 2023, an increase of 2.3% on a main basis.

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