Dmytro Kharkov

Jurrien Timmer: Mag 7 payout ratio falls to 37 percent as index drifts sideways

Jurrien Timmer: Mag 7 payout ratio falls to 37 percent as index drifts sideways
Mag 7 payout ratio falls to 37 percent

Jurrien Timmer highlights that the payout ratio for the so-called Mag 7 has declined to 37 percent. In addition, the Mag 7 index has been moving sideways since October 2025 and its relative price is trending lower, raising questions about a possible inflection point for this group of stocks.

Timmer has recently drawn parallels between current S&P 500 price trends and 1999, observing that tech sector P/E ratios remain much lower than they were in 2000. He also indicated that Bitcoin might be entering an accumulation phase as prices approach the $60,000 support level. The latest commentary comes as major tech names consolidate.

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