美国最大的几家银行在周二收盘后宣布提高股息，摩根士丹利分析师Betsy Graseck认为，银行股息增幅超出预期。Graseck表示，股息上调幅度平均为7%，超过了市场普遍预期的1%，其中股息上调幅度最大的是高盛、富国银行、花旗集团以及道富银行，分别上调了33%、13%、13%和11%。
据了解，所有22家银行均通过了美联储的年度银行压力测试，表明它们持有足够的资本来应对假设的严重经济衰退。这使得这些金融机构能够通过发放股息和股票回购的方式将多余的资本返还给股东。
此外，花旗集团宣布，根据其200亿美元的多年期回购计划，今年迄今已回购了37.5亿美元的股票。摩根士丹利分析师表示，这一公告意味着2025年第二季度的回购规模达到20亿美元，高于17.5 亿美元的预期。
分析师补充道，预计未来几天会有更多银行公布提高股息的消息。
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