Special Dividend

Samsung Elect

2026-08-20 08:32:50

Samsung Electronics Said to Be Weighing Shareholder Return Plan of Up to 160 Trillion Won

Samsung Electronics is reportedly preparing what could become the largest shareholder return program ever floated by a listed South Korean company, with media estimates ranging from 100 trillion won to as much as 150 trillion-160 trillion won. Local reports said the company may use a mix of treasury share buybacks and cancellations, along with a special cash dividend, though Samsung has not confirmed a final amount. The company said only that it is discussing shareholder return measures from multiple angles ahead of a board meeting expected by the end of August. Analysts cited Samsung’s policy of returning 50% of free cash flow to shareholders, while also noting that heavy spending on research, development, and capital expenditures limits how much cash can actually be distributed. The debate has also focused on governance: some reports said aggressive treasury stock cancellation could complicate ownership ratios involving Samsung affiliates such as Samsung Life, making cash dividends a more practical option. The discussion comes one day after SK hynix announced a 40 trillion won share buyback plan, putting extra attention on Samsung’s next move.

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Samsung Elect

2026-08-09 03:41:36

BofA Expects Samsung, SK Hynix to Return 50% of Free Cash Flow to Shareholders

Bank of America expects Samsung Electronics and SK Hynix to unveil shareholder return programs that direct 50% of free cash flow back to shareholders, according to analyst Jukan, as reported by BlockBeats on August 9. For Samsung, the bank predicts a special dividend exceeding 30 trillion won in Q3 or Q4, a share buyback of more than 40 trillion won in the first half of 2027, and a 30 trillion won year-end dividend in April 2027. Samsung would also buy back over 30 trillion won in shares for employee compensation. For SK Hynix, Bank of America likewise projects that 50% of free cash flow will go to shareholders, but with buybacks weighted more heavily than cash dividends. The expected buyback amount is over 40 trillion won, while cash dividends would exceed 20 trillion won. At Samsung, the projected distributions include a special dividend, a buyback program, a year-end dividend and an additional employee-linked buyback. For SK Hynix, buybacks would account for the larger portion of the shareholder return package.

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Samsung Elect

2026-08-09 03:25:13

Analyst says BofA expects Samsung Electronics to outline shareholder returns with special dividend above KRW 30 trillion

Citrini analyst jukan said in a post on X that Bank of America expects Samsung Electronics and SK Hynix to announce detailed shareholder return plans. For Samsung Electronics, BofA expects the company to return 50% of free cash flow to shareholders. The plan is expected to include a special dividend of more than KRW 30 trillion in the third or fourth quarter, a share buyback of more than KRW 40 trillion in the first half of 2027, and a year-end dividend of KRW 30 trillion to be paid in April 2027. BofA also expects Samsung Electronics to carry out an additional buyback of more than KRW 30 trillion for employee compensation. For SK Hynix, BofA is also said to expect a 50% free cash flow payout to shareholders, with buybacks accounting for a larger share than cash dividends. The projected scale is more than KRW 40 trillion in buybacks and more than KRW 20 trillion in cash dividends.

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