capital allocation

SM Investments raises dividends 31% to PHP17 per share, marking fifth consecutive annual increase and reflecting strong cash generation across retail, banking, and property businesses.

Michael Burry exits GameStop after CEO Cohen's $56 billion eBay acquisition announcement contradicts the original debt-light investment thesis modeled on Berkshire Hathaway.

Cabot Corporation raises quarterly dividend 5% to $0.4725 per share, reflecting confidence in cash generation and earnings durability.

Heineken executes second phase of €1.5B buyback program, acquiring 214,000 shares at €65.80 average price, totaling €127.4M so far.

Bavarian Nordic completes additional repurchases under its DKK 200M buyback program, accumulating 900,295 shares at DKK 190.54 average price through May 1, 2026.

Bavarian Nordic nears completion of DKK 200M share buyback program, having repurchased 900,295 shares representing 3.28% of share capital.

Zions Bancorporation increases 2026 share repurchases to $300M and declares quarterly dividends on common and preferred stock.

Apple crushed Q2 earnings with $111.18B revenue (+17% YoY) and raised Q3 guidance to 14-17% growth, far exceeding estimates. Stock surged 3.59% on announced $100B buyback and 4% dividend increase.

GM beats Q1 earnings by 43%, raises full-year guidance to $13.5-$15.5B EBIT. Stock trades at 6X forward P/E despite strong margins, truck dominance, and 20% software growth.

Brookfield Corporation transitions to capital owner model, managing $1T in assets with $180B invested on its balance sheet and $135B insurance operations.

Central Pacific Financial reports $20.7M Q1 net income with 13.9% ROE. Bank guides for stable margins and modest growth amid capital returns.

Pool Corporation expands share buyback program to $600M and raises quarterly dividend 4% to $1.30, signaling management confidence in earnings sustainability.

Lightspeed Commerce sells Upserve to Skyview Equity for $81M, refocusing on core retail and hospitality. Stock rises 1.38% despite technical weakness.

ACNB Corporation raises quarterly dividend to $0.42/share, declares $0.50 special dividend, and authorizes repurchase of 310,000 shares amid strong financial performance.

Ardmore Shipping orders two modern tankers for $89.8M, doubles dividend payout ratio to two-thirds of earnings, and sells older vessel for $35.5M as fleet modernization accelerates.

Astec Industries to host virtual Investor Day May 13, 2026, where CEO and executives will discuss growth strategy, digital transformation, and capital allocation.

Novo Nordisk has repurchased 13.4 million B shares for DKK 3.44 billion under its DKK 15 billion buyback program launched in February 2026.

Danish insurer Tryg repurchased 230,000 shares at DKK 156.58 average price, holding 15.1M treasury shares (2.47% stake) under ongoing buyback program concluding May 13.

Bavarian Nordic completes latest share buyback tranche, repurchasing 179,730 shares at DKK 191.09, bringing total program deployment to DKK 157.8 million.

Jyske Bank continues its DKK 3 billion share buyback program, repurchasing 68,843 shares in week 16 at DKK 909.87 average price.