Share buybacks

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Is FDX's Cheap Valuation Reason Enough to Invest in the Stock?
ZACKS· 2025-10-09 15:51
Key Takeaways FedEx trades at a discount to peers, boasting a Value Score of A and a low forward P/S ratio.Q1 earnings beat the consensus mark as cost cuts and U.S. deliveries offset weaker international demand.Despite the recent dividend hike and share buybacks, freight declines and trade headwinds weigh on FDX.FedEx Corporation (FDX) , the Memphis, TN-based parcel delivery heavyweight, looks highly attractive from a valuation standpoint. With a forward price-to-sales (P/S) of 0.61X, FDX stock trades at a ...
Oil price fall turns up the heat on Big Oil's bloated payouts
Yahoo Finance· 2025-10-07 07:43
(Corrects dateline to Oct 7, not Oct 6. No change to text) By America Hernandez and Stephanie Kelly PARIS/LONDON -The five biggest global oil majors are moving to cut costs, jobs and share buybacks as falling oil prices threaten to make shareholder payouts unsustainable without increasing debt, analysts said. Chevron, ExxonMobil, BP, Shell and TotalEnergies have pledged high returns for the past decade to avert an investor exodus as fossil fuels lost their appeal. But maintaining those generous payou ...
3 Stocks Using Buybacks to Drive Sustainable Price Growth
MarketBeat· 2025-10-03 12:12
Many things can drive a stock’s price higher, fewer that can do it sustainably, and cash flow and capital return top the list. Capital return, in this case, share buybacks, can provide significant leverage for investors, but there is a catch. They must reduce the share count and be sustainable. Companies with share buybacks that reduce the share count on a quarter-to-quarter basis tend also to sustain bullish stock price trends. This examination focuses on three such stocks and explores where investors mig ...
Berkshire Hathaway Just Made a Huge Bet on Occidental Petroleum. Does That Make OXY Stock a Buy?
Yahoo Finance· 2025-10-02 19:08
Occidental Petroleum (OXY) is losing ground on Thursday after famed investor Warren Buffett’s conglomerate Berkshire Hathaway (BRK.A) (BRK.B) confirmed plans of buying its petrochemical unit – OxyChem. Berkshire has agreed to pay $9.7 billion in cash for OxyChem, which makes it the giant’s largest deal since 2022. The transaction adds to Berkshire’s existing 28.2% stake in OXY shares. More News from Barchart Despite today’s decline, Occidental Petroleum stock remains up some 25% versus its year-to-dat ...
Markel Group Banks on Solid Segmental Growth Amid Cost Woes
ZACKS· 2025-10-02 15:36
Key Takeaways Premium momentum fueled by new business volume, rate increases, strong retention, and product expansion. Investment income benefits from higher yields and an improved rate environment. Strategic acquisitions expand surety, reinsurance, and Markel Ventures' revenue streams. Markel Corporation (MKL) has been gaining momentum on the back of new business volume, favorable rates, solid retention levels, higher earned premiums, solid cash position, and prudent capital deployment.MKL has been generat ...
FIS Upgraded To Buy At UBS, Shares Up 1%
Financial Modeling Prep· 2025-09-30 15:22
Core Viewpoint - Fidelity National Information Services (FIS) shares have become more attractive following an upgrade from UBS, which raised the stock rating to Buy from Neutral with a price target of $82.00, despite a year-to-date decline of approximately 20% [1] Group 1: Stock Performance and Analyst Upgrade - UBS upgraded FIS shares to Buy from Neutral, setting a price target of $82.00 [1] - FIS shares have decreased around 20% year-to-date, but are now seen as offering a more favorable risk-reward profile [1] Group 2: Earnings and Financial Projections - Analysts forecast FY2026 EPS to exceed $6.25, indicating improved earnings visibility [1] - The company is expected to achieve stronger margin expansion and free cash flow conversion exceeding 90% [1] Group 3: Strategic Acquisitions and Synergies - The acquisition of TSYS credit issuer processing is projected to generate $150 million in EBITDA benefits within three years [2] - UBS anticipates total shareholder returns of 11–14%, including a dividend yield of approximately 2%, supported by M&A and share buybacks once leverage normalizes [2] Group 4: Future Outlook - Stable results in the second half of 2025, combined with TSYS integration in 2026, are expected to support higher valuation multiples and sustained EPS growth [2]
3 Stocks From the Transport Equipment & Leasing Industry to Watch
ZACKS· 2025-09-22 17:45
Core Viewpoint - The Zacks Transportation - Equipment and Leasing industry is facing a challenging macroeconomic environment characterized by persistent inflation, tariff-related tensions, and supply-chain disruptions, alongside geopolitical issues [1][5]. Industry Overview - The industry encompasses companies that provide equipment financing, leasing, and supply-chain management services, including aircraft, railcar, and intermodal container lessors. It also includes logistics and transportation solutions for a diverse customer base, primarily in automotive, electronics, transportation, grocery, lumber, food service, and home furnishing sectors [3]. Financial Performance and Shareholder Returns - Companies like Wabtec Corporation and Ryder System are noted for their shareholder-friendly initiatives, such as dividend payouts and share buybacks, indicating strong financial health. Ryder recently approved a 12% dividend increase, raising its quarterly cash dividend to 91 cents per share, while Wabtec announced a 25% increase, raising its quarterly cash dividend from 20 cents to 25 cents [2][4]. Economic Challenges - The industry is grappling with ongoing tariff tensions and inflation, which contribute to economic uncertainty and may hinder stock performance. Supply-chain disruptions and rising operating costs are also limiting growth potential [5][6]. Industry Ranking and Performance - The Zacks Transportation - Equipment and Leasing industry holds a Zacks Industry Rank of 75, placing it in the top 31% of over 250 Zacks industries. However, it has underperformed compared to the S&P 500 and the broader sector over the past year, declining 18.4% against the S&P 500's increase of 18.7% [7][9][10]. Current Valuation - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 13.99X, which is lower than the S&P 500's 23.52X and the sector's 13.84X. Historically, the industry has traded between 8.42X and 15.65X over the past five years [13]. Notable Companies to Watch - **Wabtec Corporation**: Focused on technology-based locomotives and services, Wabtec has shown strong earnings performance, with a 17.6% expected earnings growth rate for 2025 [17][19]. - **Ryder System**: A logistics and transportation company with a long history of dividend payments, Ryder has an expected earnings growth rate of 9.3% for 2025 [22][23]. - **The Greenbrier Companies**: Specializing in railroad freight car equipment, Greenbrier has a notable earnings surprise history and an expected earnings growth rate of 33.1% for 2025 [26][28].
Henry Schein, Inc. (HSIC): A Bull Case Theory
Yahoo Finance· 2025-09-17 17:15
Group 1 - Henry Schein, Inc. is at a pivotal juncture with CEO Stanley Bergman's impending retirement and KKR's strategic entry, holding a 14.5% stake and two board seats [2] - The company is projected to achieve $12.7 billion in sales for 2024 and has an $8.5 billion market cap, operating through three main segments: Global Distribution & Value-Added Services, Global Technology, and Global Specialty Products [2] - HSIC has historically underperformed relative to peers due to margin pressures, supply chain disruptions, and rising SG&A and restructuring costs, with revenue growing at a 5% CAGR from 2020 to 2024 [3] Group 2 - KKR's involvement includes a $250 million strategic investment aimed at restructuring, consolidating headquarters, and enhancing e-commerce and SaaS growth, targeting $75–100 million in cost savings by 2025 [4] - The company is expected to transition into a growth-focused enterprise through high-margin SaaS adoption, operational improvements, and strategic asset rationalization, creating an attractive risk/reward setup for investors over the next 18 months [5] - Activist investor Ananym Capital has called for sharper cost control and divestment of non-core assets, which could unlock substantial shareholder value [3][6]
Jim Cramer Highlights DaVita’s Massive Buybacks Yet Stays Cautious
Yahoo Finance· 2025-09-13 13:45
Company Overview - DaVita Inc. (NYSE:DVA) specializes in kidney dialysis treatment through various channels including outpatient centers, hospitals, and home-based care, along with laboratory testing and physician services [2] Investment Insights - Jim Cramer highlighted DaVita's significant share buybacks over the past decade, indicating a strong commitment to returning value to shareholders [1] - Cramer is particularly interested in stocks with a favorable average annual change in share count over the last 10 years, suggesting that DaVita may be a strong candidate based on this criterion [1] Market Position - The company also offers integrated kidney care, disease management, clinical research, and transplant software solutions, positioning itself as a comprehensive provider in the kidney care sector [2]
JPMorgan sees US buybacks increasing by another $600B (NYSE:JPM)
Seeking Alpha· 2025-09-11 13:36
Core Insights - U.S. share buybacks are projected to increase by $600 billion in the coming years according to strategists at JPMorgan Chase & Co [1] - Global corporate share buybacks are expected to reach a record $1.9 trillion by 2025, with current buyback activity already matching previous levels [1]