capital allocation

Rand Capital reports Q4 2025 results with $23M liquidity and zero debt, despite $48.5M portfolio value decline from Tilson Technology bankruptcy.

Star Bulk to acquire 16 Diana Shipping vessels for $470.5M, contingent on Diana's Genco takeover. Fleet expands to 157 ships with 15.9M dwt capacity.

Bekaert repurchased 70,928 shares in late February, holding 2.23M treasury shares representing 4.35% of outstanding stock under its €75M program.

Berkshire Hathaway's new CEO Greg Abel confirms no immediate dividend, but signals the board annually reviews the policy and could consider dividends if capital returns deteriorate.

L'Oréal initiates €500M share buyback program through June 2026, authorizing cancellation of up to 2M shares following strong 2025 performance with €44B revenue and 4% like-for-like growth.

L'Oréal announces €500M share repurchase program through June 2026 amid robust 2025 sales of €44.05B and 4.0% like-for-like growth.

Shell plc repurchased 1.1 million shares at GBP 30.68-35.93 per share as part of its capital return program through May 2026.

Verisk reiterates medium-term targets: 6-8% organic revenue growth, 7-10% EBITDA growth, double-digit EPS expansion. Plans 75% free cash flow returns.

Honeywell files to spin off aerospace unit as independent Nasdaq-listed company ($HONA) in Q3 2026, with $17.4B revenue and $4.3B EBIT.

Sturm Ruger ($RGR) reported Q4 2025 sales of $151M, up 3.6% YoY, but swung to a $0.27 loss per share. New products drove growth.

Cal-Maine Foods acquires Creighton Brothers assets for $128.5M, adding 3.2M laying hens capacity and expanding into Indiana with 177 employees.

Publicis Groupe completes €28.4M share repurchase, acquiring 386,132 shares at €73.43 average price during February 2026.

Rubis repurchased 67,070 shares at €36.02 average price in February 2026, allocating shares to employee savings plans under authorized buyback program.

Ferrari repurchases 338,393 shares for €101.4M under €250M buyback program, holding 16.98M treasury shares representing 8.76% of issued capital.

Berkshire Hathaway's latest 13F filing reveals Warren Buffett's last major stock moves as CEO, showing significant tech exits and pivot toward consumer goods.

Berkshire Hathaway's record $381.7B cash position and AI-resilient portfolio under new CEO Greg Abel position it as defensive alternative amid market uncertainty.

Heineken N.V. continues €1.5B share repurchase program, buying 140K shares at €77.68 average price through February 2026.

BHP reaffirms diversified strategy despite copper representing over 50% of EBITDA, targeting 3-4% annual copper-equivalent production growth through 2035.

Jyske Bank acquired 63,452 shares in week 8 of 2026, bringing its DKK 3 billion repurchase program to 221,354 shares and treasury holdings to 5.74% of capital.

Jyske Bank repurchased 221,354 shares worth DKK 211.5 million under its DKK 3 billion program, with treasury holdings reaching 5.74% of share capital.