Core Viewpoint - Insteel Industries, Inc. (IIIN) and Atkore Inc. (ATKR) are positioned to benefit from growth in the construction sector, driven by repair and remodeling activities, with each company having distinct strengths and challenges in their respective markets [1]. Insteel Industries - IIIN is a leader in manufacturing steel wire reinforcing products for concrete construction, experiencing strong demand due to increased construction activity and contributions from acquired assets [2][3]. - In the second quarter of fiscal 2025, IIIN's net sales rose 26.1% year-over-year to $160.7 million, with shipments increasing by 28.9% [3]. - The company anticipates growth in the non-residential construction market, supported by federal funding from the Infrastructure Investment and Jobs Act, which is expected to enhance project activity [4]. - IIIN is focused on acquisitions to expand its customer base and product lines, including the acquisition of EWP and O'Brien Wire Products, which strengthened its position in the Midwest and enhanced its product offerings [5]. - In the first half of fiscal 2025, IIIN returned $20.6 million to shareholders in dividends and repurchased $1.7 million in shares [6]. Atkore Inc. - ATKR specializes in diversified electrical infrastructure products and is benefiting from strong demand in the data center market for its metal framing and cable management solutions [7]. - The company has invested in enhancing its construction services, leading to a 3.4% year-over-year increase in organic revenues in the Safety & Infrastructure segment in the second quarter of fiscal 2025 [8]. - In the first half of fiscal 2025, ATKR paid $22 million in dividends and repurchased $100 million in shares, with a 3.1% dividend increase announced in April 2025 [9]. - However, ATKR faces challenges with rising operating costs, as its cost of sales increased by 3% year-over-year, leading to a decline in gross margin by 1,040 basis points to 26.4% [10]. Earnings Estimates - The Zacks Consensus Estimate for IIIN's fiscal 2025 earnings is $1.86 per share, reflecting a 34.8% increase over the past 30 days and an 87.9% year-over-year growth [11]. - For ATKR, the fiscal 2025 earnings estimate stands at $6.00 per share, indicating a 3.6% increase over the past 30 days but a year-over-year decline of 52.7% [11]. Stock Performance and Valuation - Over the past three months, IIIN shares have increased by 27.5%, while ATKR stock has gained 4.3% [13]. - IIIN is trading at a forward price-to-earnings ratio of 14.46X, below its two-year median of 15.43X, whereas ATKR's forward earnings multiple is 11.53X, above its median of 9.73X [14]. Final Assessment - IIIN's strong momentum in the non-residential construction market, along with strategic acquisitions and growth investments, positions it favorably for future growth [15]. - In contrast, ATKR's profitability is being impacted by rising costs, despite its strengths in the Safety & Infrastructure segment [15]. - Based on current factors, IIIN is viewed as a more attractive investment compared to ATKR, with IIIN holding a Zacks Rank of 1 (Strong Buy) and ATKR a Zacks Rank of 3 (Hold) [16].

Nanterre, May 20th, 2025 Disclosure of transactions in on shares from May 12th to May 16th, 2025 Within the framework of the authorization granted by the General Meeting of VINCI SA of April 17th 2025, to trade in its shares and in accordance with the regulations relating to share buybacks, VINCI SA (LEI:213800WFQ334R8UXUG83) declares the purchases of treasury shares below (FR0000125486), carried out from May 12th to May 16th, 2025: I - Aggregate presentation by day and by market Issuer’s nameDate of tra ...

Approved by the combined General Meeting dated 19 May 2025 This description is drawn up in accordance with the provisions of Articles 241-1 and 241-2 I of the General Regulation of the French Financial Markets Authority (Autorité des Marchés Financiers). Date of the General Meeting called to approve the share buyback programme The authorisation for the Company to buy its own shares was approved at the combined General Shareholders' Meeting dated 19 May 2025. Breakdown by objective of the securities held ...

Aalberts today reports that it has repurchased 2,500 of its own shares in the period from 12 May 2025, up to and including 16 May 2025, for an amount of EUR 77,447.70, so at an average share price of EUR 30.98. This is part of the share buyback programme as announced on 27 February 2025, for a total amount of EUR 75 million. The repurchase of shares commenced on 28 February 2025 and will be completed no later than 24 October 2025. It is intended that the shares will be cancelled following repurchase. Up to ...

Group 1 - Sodexo conducted a share buyback program from May 12 to May 14, 2025, purchasing a total of 100,000 shares at an average price of €56.5051 [1] - The share buyback was authorized by the Shareholders' Meeting held on December 17, 2024, and was aimed at fulfilling obligations related to free shares award plans [1] - The transactions included various trading dates and volumes, with the highest purchase price recorded at €57.3105 on May 13, 2025 [1] Group 2 - Sodexo, founded in 1966, is a global leader in sustainable food and facilities management services, emphasizing a responsible business model [2] - The company operates in 45 countries and serves 80 million consumers daily, with consolidated revenues of €23.8 billion for fiscal 2024 [3] - As of April 3, 2025, Sodexo's market capitalization was €8.5 billion, and it is recognized as the number one France-based private employer worldwide [3]

Group 1 - ASM International N.V. has conducted share repurchases totaling 9,965 shares at an average price of €488.54, amounting to a total repurchased value of €4,868,287 [1][2] - The share buyback program initiated on April 30, 2025, has a total budget of €150 million, with 10.7% of the program completed to date [2] - ASM International specializes in designing and manufacturing equipment and process solutions for semiconductor device production, with operations in the United States, Europe, and Asia [2] Group 2 - The company's common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [2] - The press release contains inside information as defined by the EU Market Abuse Regulation [3]

Core Viewpoint - The analysis compares Uber and Grab, highlighting Uber's global reach and diversified services against Grab's regional focus and adaptability in Southeast Asia [3][4][9]. Group 1: Uber's Performance and Strategy - Uber's ride-sharing and delivery platforms are experiencing strong demand, contributing to positive financial results [4]. - In Q2 2025, Uber's gross bookings are projected to be between $45.75 billion and $47.25 billion, reflecting a 16-20% growth on a constant currency basis compared to Q2 2024 [5]. - Uber's earnings estimates for 2025 are $2.84, with a year-over-year growth estimate of -37.72%, but a positive outlook for 2026 with a 22.90% growth estimate [6]. - The company is pursuing strategic partnerships to enter the robotaxi market, avoiding high R&D costs, and is actively engaging in acquisitions and geographic diversification [6]. - Uber generated a record $6.9 billion in free cash flow in 2024 and announced a $1.5 billion accelerated stock buyback program, indicating confidence in its business strategy [7]. Group 2: Grab's Growth and Challenges - Grab has successfully adapted to local conditions in Southeast Asia, evolving from a taxi-hailing app to a comprehensive service platform [9]. - In Q1 2025, Grab's On-Demand Gross Merchandise Value (GMV) increased by 16% year-over-year, with expected revenues between $3.33 billion and $3.40 billion for 2025, indicating a 19-22% growth [10]. - Grab has partnered with Amazon Web Services (AWS) to enhance operational efficiency and drive growth across its services [11][12]. - Grab's earnings estimates for 2025 are $0.05, with a significant year-over-year growth estimate of 266.67% [13]. Group 3: Valuation and Market Position - Uber's forward sales multiple is 3.58, above its three-year median of 2.54, while Grab's is 5.78, exceeding its median of 4.85 [16]. - Uber's market capitalization stands at $191.95 billion, positioning it well to navigate economic uncertainties [18]. - Grab, with a market capitalization of $20.5 billion, faces challenges due to its narrower geographical focus and intense competition in the delivery segment [19]. - The analysis concludes that Uber is a more favorable investment compared to Grab, despite both companies currently holding a Zacks Rank of 3 (Hold) [20].

Several large-cap stocks recently announced buybacks worth billions, boosting their ability to return capital to shareholders. However, these names also have other important recent developments surrounding them that have big implications for shareholders. One company is joining forces with a top Warren Buffett stock pick to give itself a big source of future revenue. Another announced a huge foreign AI deal, and the last company is now returning capital to shareholders in multiple ways. All data used is as ...

Company announcement no. 28 / 2025Schindellegi, Switzerland – 19 May 2025 Trifork Group: Weekly report on share buyback On 28 February 2025, Trifork initiated a share buyback program in accordance with Regulation No. 596/2014 of the European Parliament and Council of 16 April 2014 (MAR) and Commission Delegated Regulation (EU) 2016/1052, (Safe Harbour regulation). The share buyback program runs from 4 March 2025 up to and including no later than 30 June 2025. For details, please see company announcement no. ...

Core Viewpoint - Chevron is positioned as an excellent dividend stock for passive income investors, despite a recent decline in stock price and low oil prices [1][3][13] Financial Performance - Chevron's stock has fallen approximately 16% from its 52-week high, which occurred less than two months ago [1] - Brent crude oil prices are at multi-year lows, impacting Chevron's margins and leading to lower revenue and earnings growth [3] - The company has become more efficient, with expected incremental free cash flow (FCF) of $9 billion by 2026 at a Brent price of $60 per barrel [5] Operational Efficiency - Chevron has the lowest upstream breakeven in its peer group, around the low $30-per-barrel Brent range, outperforming competitors like ExxonMobil and Shell [6] - The company anticipates a 50% increase in Gulf Coast production by 2026, driven by the expansion of its deepwater Anchor project [7] Shareholder Returns - Chevron has consistently executed stock buybacks, with $11.26 billion in 2022, $14.94 billion in 2023, and $15.23 billion planned for 2024 [8] - The company plans to spend $2.5 billion to $3 billion on buybacks in the second quarter of 2024, while maintaining a strong cash return to shareholders [9] - Chevron's quarterly dividend expenditure is around $3 billion, with a 38-year history of increasing dividends, resulting in a yield of 4.8% [10][11] Financial Health - The company's debt ratio stands at 14.4%, which is below its target range of 20% to 25%, indicating a strong balance sheet [12] Investment Outlook - Chevron is viewed as a reliable dividend stock with a strong track record, capable of generating high FCF and supporting future buybacks and dividend increases [13][14]