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AI-Spending War and AI-Debt Pile-Up Could Squeeze Share Buybacks
Wolfstreet· 2025-11-24 23:22
Apple, Alphabet, Microsoft, Oracle, Meta, and Nvidia spent $1.1 trillion on share buybacks in 5 years to pump up their shares. That’s at risk. One of the big drivers of the surge of stock prices over the past many years has been the prodigious amount of corporate cash spent on share buybacks by Big Tech and other companies. Some of the share buybacks were funded from cash flow, some with borrowed money. Share buybacks are not like stock trading; they represent new money entering the stock market to remove s ...
Should You Buy the Post-Earnings Dip in Bath & Body Works Stock?
Yahoo Finance· 2025-11-20 21:09
Bath & Body Works (BBWI) shares lost nearly 25% on Thursday after the home fragrance and personal care retailer reported disappointing financials for its third quarter. Investors bailed on BBWI also because management guided for a high-single-digit decline in Q4 revenue even though the brand is widely considered a holiday season staple. More News from Barchart Following the post-earnings plunge, Bath & Body Works stock is down over 60% versus its year-to-date high in late February. www.barchart.com Is ...
ICE Stock Pulls Back To Support - Smart Entry?
Forbes· 2025-11-20 15:35
UKRAINE - 2021/10/19: In this photo illustration, Intercontinental Exchange, Inc. (ICE) logo seen displayed on a smartphone screen and a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesIntercontinental Exchange (ICE) stock ought to be on your radar. Here’s why – it is presently trading within the support zone ($145.97 – $161.33), a range from which it has significantly rebounded in the past. Over the past 10 years, Intercontine ...
China's Top Real Estate Brokerage's Big Share Buybacks In A Struggling Property Market
Benzinga· 2025-11-18 15:02
Core Insights - The struggling property market in China has significantly impacted KE Holdings Ltd., leading to a 36% year-on-year profit decline in Q3 to 747 million yuan [2][4] - Despite a 20.2% revenue increase to 93.5 billion yuan in 2024, profit fell 31% to 4.08 billion yuan, indicating challenges in maintaining profitability amidst falling commissions [3][4] - KE Holdings has engaged in substantial share repurchases, totaling $2.3 billion over the last three years, with $675 million spent in 2023 alone [11] Financial Performance - Revenue for KE Holdings increased by 2.1% year-on-year in Q3 to 23.1 billion yuan, but profit saw a steep decline of 36.1% [4] - The total value of existing home transactions facilitated by KE rose 5.8% to 505.6 billion yuan, yet revenue from this segment fell 3.6% to 6 billion yuan [5] - New home transaction value dropped 13.7% to 196.3 billion yuan, leading to a 14.1% revenue decline in that segment [5] Business Strategy - KE Holdings has implemented a "one body, three wings" strategy to diversify its operations, focusing on core brokerage, home improvement, rental services, and property development [7] - The home improvement segment remained flat at 4.3 billion yuan, while the property development segment faces challenges due to high spending and modest returns in a weak market [8][9] Market Conditions - The ongoing downturn in China's property market continues to pressure KE's core brokerage operations, with no immediate recovery in sight [10] - Analysts have expressed bearish sentiments, with UBS reducing profit forecasts for 2025-2027 by 24% to 29% and downgrading the stock recommendation from "buy" to "hold" [13] Stock Performance - KE Holdings' shares have declined approximately 40% from their 12-month high, despite a strong rally in the Hong Kong stock market [10] - The company’s stock trades at a high forward P/E ratio of 34 times, indicating potential challenges for price appreciation in the near term [14] Long-term Outlook - KE Holdings has shown resilience compared to other sector players, maintaining revenue growth and market share despite profit declines [15] - The company's strong balance sheet positions it well to weather the downturn, with potential for significant benefits once the market recovers [16]
15 Best 52-Week Low Dividend Stocks to Invest In
Insider Monkey· 2025-11-17 04:52
In this article, we will take a look at some of the best 52-week low stocks to buy now.Dividend stocks have traditionally attracted long-term investors, but they are often overshadowed by flashy growth stocks in terms of popularity. The Dividend Aristocrat Index, which tracks companies that have increased their dividends for at least 25 consecutive years, has risen by nearly 4% since the start of 2025, compared with a roughly 15% gain for the broader market. This is not a new tren ...
Treasury Companies Are SELLING Crypto!!
Coin Bureau· 2025-11-13 15:00
Crypto treasury companies have been all the rage in recent months with investors getting excited at the prospect of an institution buying up billions in BTC or their favorite altcoins. But many have started asking what happens if crypto treasury companies start selling. Well, the answer isn't far away because some crypto treasury companies have officially started offloading some of their coins and tokens.So today we'll tell you about what's been going on, including which treasury companies are selling and w ...
Jim Cramer Discusses DaVita’s (DVA) Share Price Movement
Yahoo Finance· 2025-11-12 18:11
We recently published 12 Fresh Stocks Jim Cramer Discussed Along With His Latest Thoughts On Quantum Computing . DaVita Inc. (NYSE:DVA) is one of the stocks Jim Cramer recently discussed. DaVita Inc. (NYSE:DVA) is a healthcare company that caters to the needs of kidney patients. Cramer made these remarks after co-host Carl Quintanilla discussed the stock’s performance and commented that it was among a group that was “leading us lower”. Healthcare stocks were shaky as legislation in the Senate without the ...
Becton Dickinson Sees High Single-Digit Profit Growth Ahead, Plans Share Buybacks From Waters Deal
Benzinga· 2025-11-06 18:11
Core Insights - Becton Dickinson and Co (BDX) reported fourth-quarter adjusted earnings of $3.96, surpassing the consensus estimate of $3.92 [1] - The company is facing challenges, with third-quarter 2025 sales of $5.89 billion, slightly below the consensus of $5.90 billion, but revenues increased by 8.3% as reported [2] Financial Performance - Medical segment sales rose by 11.2% to $3.16 billion, with a 4% organic growth [3] - Life Sciences sales reached $1.37 billion, up 2.1% [5] - Interventional sales increased by 8.5% to $1.37 billion [6] - The company declared a quarterly dividend of $1.05 per share, marking a 1.0% increase [9] Segment Analysis - Medication Delivery Solutions showed strong growth, particularly in Vascular Access Management, despite some volume-based procurement challenges in China [3] - Pharmaceutical Systems experienced high single-digit growth in Biologics, offset by lower vaccine demand, with notable performance from the HemoSphere Alta Monitor and Acumen IQ sensors [4] - Surgery segment reported double-digit growth in Advanced Tissue Regeneration and Biosurgery, while Urology and Critical Care saw strong growth in the PureWick franchise [7][8] Guidance and Future Outlook - For fiscal 2026, BDX expects adjusted earnings between $14.75 and $15.05 per share, above the consensus of $14.38, with low single-digit revenue growth anticipated [10] - The company expects first-quarter revenue growth to decline in low single digits, with adjusted earnings projected between $2.75 and $2.85 [10] - BDX plans to use at least half of the $4 billion cash distribution from the Waters RMT transaction for share repurchases [12] Strategic Developments - In July, BDX announced a merger of its Biosciences & Diagnostic Solutions business with Waters Corp, valued at approximately $17.5 billion, expected to close by the end of Q1 2026 [11]
Berkshire Hathaway earnings: Key takeaways
Youtube· 2025-11-03 18:57
Core Insights - Berkshire Hathaway's cash reserves reached a record $381.7 billion in Q3, with operating earnings increasing by 34% year-over-year [1] - The absence of significant hurricanes during the quarter positively impacted insurance earnings, marking the first time in over a decade that no named hurricane made landfall in the U.S. [2] - Investors are focused on Warren Buffett's succession and the lack of share buybacks, which may indicate that the company does not view its shares as undervalued [6] Financial Performance - The third quarter results were bolstered by favorable insurance conditions due to a mild hurricane season, contributing to overall earnings [2] - Despite strong quarterly numbers, many of the results are attributed to one-off events, suggesting they may not represent sustainable trends [3][10] - Year-to-date, Berkshire Hathaway's top-line operating revenues grew by only 3%, indicating slower growth compared to previous periods [11] M&A Activity and Future Outlook - Berkshire Hathaway's M&A activity has been limited, with only the OxyCem acquisition announced, valued at under $10 billion, which is minimal compared to its cash reserves [4] - There is anticipation regarding how Greg Ael will influence M&A strategies and operational changes once he takes over [5][9] - The competitive insurance environment and potential declines in investment income due to expected lower treasury yields may pose challenges heading into 2026 [11][12]
Berkshire Hathaway Stock Edges Higher. Why Investors Are Split on Earnings.
Barrons· 2025-11-03 12:38
Core Insights - The conglomerate exceeded analysts' expectations for operating profit in the third quarter [1] - There were no share buybacks executed during the third quarter [1] Financial Performance - The company reported an operating profit that surpassed analyst targets [1] - Specific figures regarding the operating profit were not disclosed in the provided content [1] Shareholder Actions - The absence of share buybacks in the third quarter may indicate a strategic decision regarding capital allocation [1]