#share buybacks

[ennovance]

Corporate #buybacks are rolling over. BofA’s desk flow peaked near $6B in mid‑’24 and is now –23% YoY even as S&P buybacks still print +6% YoY. Financials ($7.9B) and Tech ($6.2B) are doing the heavy lifting. The forward liquidity impulse is quietly tightening. @ennovance

https://x.com/mohossain/status/2044167852697981087?s=46

[ennovance]

𝐓𝐡𝐞 𝐌𝐚𝐫𝐤𝐞𝐭’𝐬 𝐅𝐚𝐯𝐨𝐫𝐢𝐭𝐞 𝐓𝐚𝐱 𝐋𝐨𝐨𝐩𝐡𝐨𝐥𝐞 𝐌𝐞𝐞𝐭𝐬 𝐈𝐭𝐬 𝐅𝐢𝐫𝐬𝐭 𝐑𝐞𝐚𝐥 𝐂𝐨𝐧𝐬𝐭𝐫𝐚𝐢𝐧𝐭

Dividends trigger annual taxes; buybacks don’t. That’s why buyback‑tilted strategies have compounded faster for top earners for 30 years. But the AI arms race is tightening the valve: hyperscaler capex has climbed from ~20% of OCF in 2012 to nearly 100% today, and buybacks have rolled over.

What happens when the market’s most tax‑efficient return engine runs into an AI capex wall?

#equity #investor #fund @ennovance

https://x.com/mohossain/status/2043505275143897464?s=46

[ennovance]

𝐄𝐥𝐞𝐯𝐚𝐭𝐞𝐝 𝐜𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐦𝐚𝐫𝐠𝐢𝐧𝐬 𝐚𝐫𝐞 𝐬𝐮𝐩𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐫𝐞𝐜𝐨𝐫𝐝-𝐥𝐞𝐯𝐞𝐥 𝐛𝐮𝐲𝐛𝐚𝐜𝐤𝐬.

🇺🇸US companies are setting new records in 2025 buybacks—$983.6 billion repurchased so far and on pace for $1.1 trillion+ by year-end. This mega repurchase spree is supercharging balance sheets and fueling the US stock rally 🚀📈

https://x.com/mohossain/status/1955094278582968628?s=46

#news #Buybacks #Investing #compensation #inflation #deregulation #Ennovance

More via @wsj ⬇️

https://www.wsj.com/finance/stocks/stock-buybacks-2025-3b0ddedd

[ennovance]

Corporate America's Buybacks Reach July Record

-BBG

https://x.com/mohossain/status/1953064196481901014?s=46

https://www.bloomberg.com/news/articles/2025-08-05/buybacks-reach-166-billion-for-biggest-july-ever-birinyi-says

[ennovance]

In April 2025, U.S. companies announced a staggering $233.8 billion in stock buybacks, marking the second-highest monthly total on record.

Stock repurchases often signal corporate confidence in financial stability, yet they can also reflect a cautious approach to capital investment. Major players—including Apple, Visa, Wells Fargo, Delta, and 3M—are engaging in buybacks, a move that could help stabilize the stock market and reduce the likelihood of a significant downturn.

https://www.bloomberg.com/news/articles/2025-05-06/corporate-america-plans-record-stock-buybacks-as-turmoil-mounts

[youthchronical]

Canadian Tire to close 17 Atmosphere stores in Western Canada amid restructuring - The Times of India

Canadian Tire Corp. Ltd. will shut down 17 Atmosphere stores across Western Canada in the coming months as part of its restructuring strategy, the company announced Thursday. The closures, which include locations in British Columbia, are part of its Truth North plan, a four-year, $2 billion initiative aimed at streamlining operations and improving efficiency.The company, which also owns…

Canadian Tire to close 17 Atmosphere stores in Western Canada amid restructuring - The Times of India

[ennovance]

Corporate client buybacks on track for a record year

https://x.com/mohossain/status/1841109138719326463?s=46

[ennovance]

Baml: Corp. client #buybacks were strong despite decelerating last week, and continue to track above seasonal levels as a % of S&P 500 market cap.

https://x.com/mohossain/status/1808243770766274949?s=46&t=GtuOmoaTjOwevz2JidiiDQ #ceo #compensation #Governance #corpgov #boardofdirectors #activist #investor #selfcare #YoLo @ennovance