With spring now in the air, a few large-cap stocks have made recent announcements that they are upping dividends. With extensive uncertainty and turmoil surrounding the stock market recently, positive returns have been hard to come by. The S&P 500 Index has provided a total return of almost -14% in 2025 as of the Apr. 4 close. The Technology Select Sector SPDR Fund (NYSEARCA: XLK) has a return of -21% over that period. However, many dividend-focused funds have performed much better comparatively. Although still in the red, the Schwab US Dividend Equity ETF (NYSEARCA: SCHD) has a total return slightly better than -7% on the year.
Even as the stock market sells out, Schwab stock has been resilient amassing invest assets of over $10.28 trillion as shares trade up 5% YTD as of Mar 28, 2025.
Goldman Sachs analyst expects uncertainty and low rates to impact EPS forecasts for Capital Markets stocks. Alternatives face EPS risks, while Brokers and Wealth Advisors may see downside. Traditional Managers also at risk.
Robinhood expands beyond trading, launching banking and wealth services to challenge legacy institutions and redefine its role in personal finance management.
