Following a jump in bank stocks this year, one analyst thinks the good news will continue for investors in 2013 in the form of increased dividends in the first half of the year.
In March, a number of banks announced increased dividends and buybacks after 15 of 19 banks passed the Federal Reserve's stress tests. The Fed examined whether banks would have adequate capital to continue lending in the event of a worst-case scenario that assumed a 13-percent jobless rate, a 50-percent drop in stocks, a 21-percent decline in housing prices and a significant contraction of other major world economies.
"Come March of next year, we expect the exact same thing," said Jason Goldberg, an analyst at Barclays Capital. "We expect more banks to raise dividends and more stocks to buy back stock. It's funny to talk about that given where this industry was with capital just three, four, five years ago, but right now, it's on much more firmer ground."
Goldberg told CNBC's "Squawk on the Street" that he expects the "vast majority" of the more than 20 banks he covers to boost dividends in the first half of next year.