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The Markets
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The Markets
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Power & Utilities

FTSE 350 companies to pay record level of dividends in second quarter, led by National Grid

National Grid has led the charge in dividend payments in the second quarter

FTSE 350 listed companies are expected to pay a record level of dividends in the second quarter, buoyed by a weaker pound against the dollar and a £3bn special dividend by National Grid plc (LON:NG).

IHS Markit has predicted shareholders will receive a total £20.7bn in pay-outs in the second quarter, a 25% increase compared to the same period a year earlier.

National Grid provided a boost to the total as it plans to return £4bn to shareholders, including a £3bn special dividend, following the sale if its 61% equity interest in its gas pipes business last month in a deal valued at £14bn.

The National Grid Gas Distribution arm was sold to a consortium, including Macquarie Infrastructure and Real Assets, Allianz Capital Partners, Hermes Investment Management, CIC Capital Corporation, Qatar Investment Authority, Dalmore Capital, Amber Infrastructure Limited and International Public Partnerships.

A stronger greenback versus sterling has also provided a lift to dividends as 33% of the estimated pay-outs are determined in dollars, including from the likes of BP plc (LON:CP), Royal Dutch Shell plc (LON:RDSA) and HSBC Holdings plc (LON:HSBA).

The pound has slumped against the dollar since the UK voted to leave the European Union last June.

Ordinary dividends are forecast to rise 9% year-on-year to £17.4bn in the second quarter. Excluding favourable exchange tailwinds, ordinary dividends are predicted to grow by a modest 1.7% to £16.3bn.

Vodafone Group plc (LON:VOD), Royal Dutch Shell, HSBC and BP had the largest dividend pay-outs after National Grid with a combined £12.7bn.

Utilities represented 25% of the total while oil majors accounted for 22%.

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