capital allocation

Greg Abel will oversee nearly all of Berkshire Hathaway's $320B equity portfolio and $373B cash reserve, signaling continuity in Buffett's capital allocation strategy.

Crown Holdings raises quarterly dividend 35% to $0.35 per share, reflecting strong cash generation and management confidence in sustained operational performance.

Companies are transitioning from strategy to execution, with Kraig Biocraft starting spider silk production, Rackspace and Palantir partnering on AI deployment, and Ensysce reviewing strategic options.

Red River Bancshares raises quarterly dividend 67% to $0.25 per share, reflecting management confidence in earnings and capital strength.

Restaurant Brands International plans $1.6B shareholder returns and targets investment-grade status by 2028 through expansion and operational improvements.

Equifax raises quarterly dividend 12% to $0.56 per share, reflecting strong financial position and confidence in cash flow generation for shareholder returns.

Climb Global Solutions reports 40% revenue growth in 2025, reaching $652.5M. The company suspended dividends and acquired Interworks to fund future growth opportunities.

Tech giants are redirecting record cash to AI infrastructure, with 2026 spending projected at $667 billion—surpassing Dot-Com era investment intensity and cutting shareholder buybacks significantly.

C&F Financial raises quarterly dividend to 48 cents per share, a 4% increase. The payment reflects confidence in the company's financial position and earnings outlook.

Walmart, Lyft, and Equitable announce multi-billion dollar share buyback programs, collectively committing billions to return capital and boost per-share earnings metrics.

Heineken acquires 235,161 shares for €18.4 million as part of its €750 million repurchase program, combining public market and direct shareholder purchases.

Jyske Bank repurchased DKK 151M in shares during week 7, acquiring 157,902 shares. Treasury holdings now represent 5.64% of total share capital under its active buyback program.

Jyske Bank acquired 157,902 shares in week 8 at DKK 956.36 average price, investing DKK 151.01 million as part of its DKK 3 billion repurchase programme.

Centerra Gold declares C$0.07 quarterly dividend per share, totaling C$14 million, payable March 26, 2026 to eligible shareholders.

Roper Technologies' board approved a $0.91 quarterly dividend per share, payable April 22, 2026, reflecting the company's commitment to shareholder returns and disciplined capital allocation.

Equinox Gold launches shareholder returns program with inaugural quarterly dividend of $0.015 per share and 5% share buyback authorization, reflecting improved financial strength.

Alamos Gold raises quarterly dividend 60% to $0.04/share, driven by record $352M free cash flow and confidence in strong earnings outlook.

Disney stock trades at discount valuation while streaming profitability accelerates. Analysts see upside to $150-160 if management executes on margins and capital returns.

Starbucks' dividend sustainability is uncertain as payout ratio exceeds 200% and free cash flow turns negative amid CEO Niccol's turnaround efforts.

Equinor repurchased 596,119 shares at NOK 266.73 each as part of its 2026 buyback programme. The NOK 1.971 billion programme supports employee incentive schemes through January 2027.