Net Buyback Yield: Why Stock Compensation Can Quietly Offset Repurchases
Matt Hardy
Gross repurchases can overstate what shareholders receive. Learn how net buyback yield accounts for stock-based pay and share issuance to reveal the real effect.
Stock Buybacks
How Buybacks Lift EPS: The Share-Count Math Behind Reported Earnings
Repurchases raise earnings per share by shrinking the denominator. A simple worked example and real 2026 figures from JPMorgan and Boston Scientific show how large the effect can be and…
How Accelerated Share Repurchases Work: Lessons From 2026 ASR Deals
Accelerated share repurchases deliver most shares up front and settle later. Boston Scientific's $2 billion and Cognizant's $500 million 2026 deals show how the mechanics and disclosures work in practice.
Inside Apple’s 2026 Buyback: $61.8 Billion Repurchased in Nine Months
Apple's latest 10-Q shows 215 million shares repurchased for $61.8 billion in nine months, alongside $11.7 billion in dividends. A data-first look at how the capital return program compares with…
JPMorgan Cuts Q3 Buybacks 84% as Capital Ratio Slips to 13.9%
JPMorgan's third-quarter 2026 gross buybacks fell 84% from Q2 to about $1.06 billion while its CET1 ratio eased to 13.9%. Here is what the filings-based numbers show, and what they…
Nvidia Just Shattered the Stock Buyback Record — Again
Nvidia just authorized a record $150 billion buyback increase, bringing total authorization to $235 billion through 2028 and surpassing Apple's prior record. Here's what this unprecedented capital return commitment signals…
Meta Paused Its Buybacks for AI — But the Rest of Big Tech Is Accelerating Theirs
Meta reported zero share buybacks in Q1 2026 as it poured capital into AI — even as the broader tech sector's buyback pace accelerates in a pattern JPMorgan calls "puzzling."…
Nvidia’s Buyback Authorization Hits $99 Billion: Inside the 25-Fold Dividend Hike
Nvidia's buyback authorization has grown to $99.3 billion after an $80 billion addition and a 25-fold dividend hike. Here's the full data from Nvidia's own filings on what's driving the…
A $100 Billion Buyback: Capital Return vs. AI Capex in Big Tech’s Biggest Debate
A $100 billion buyback authorization highlights a real strategic split in Big Tech: return cash to shareholders, or plow it into AI infrastructure like rivals are doing. Here's the full…
S&P 500 Buybacks Set to Hit a Record: What the Excise Tax Debate Could Mean
S&P 500 buybacks are on pace for a record year, with the 1% excise tax still a minor cost. Here's the real data on the buyback boom, the tax-hike debate,…