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Stock buyback

Berkshire Hat
2026-08-08 14:22:04

Berkshire Ends 14-Quarter Net Selling Streak, Buys ~$20B in Stocks in Q2

Berkshire Hathaway reported on Aug. 8 that its cash pile fell to $365.51 billion at the end of Q2 2026, down from roughly $397.4 billion in Q1, as the company turned from patient waiting to active buying. The quarterly report showed net stock purchases of about $20 billion, ending a 14-quarter streak of net selling that had lasted since Q4 2022. The buying spree included a $10 billion private placement in Alphabet, Google's parent, intended to support AI data center investments, and approximately $6.8 billion to acquire homebuilder Taylor Morrison — a full takeover rather than open-market buying. Berkshire also spent about $4.5 billion on its own share repurchases. After accounting for those large items, roughly $3 billion in "unexplained" net open-market equity purchases remains; specific names will appear in the 13F filing due around Aug. 14. Alphabet has moved into Berkshire's top five holdings, sitting alongside American Express, Apple, Bank of America, and Coca-Cola. Those five positions account for about 66% of the equity portfolio. The shift is widely read as a clear sign of more aggressive capital allocation under incoming CEO Greg Abel, with Berkshire moving from "patiently waiting" to "taking action." Warren Buffett had earlier explained the long selling cycle by saying valuations were too high to find attractive opportunities.

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Berkshire Ends 14-Quarter Net Selling Streak, Buys ~$20B in Stocks in Q2
SK Hynix
2026-08-08 13:19:44

SK Hynix Readies 100 Trillion KRW Shareholder Return Plan with 40 Trillion Buyback

SK Hynix is preparing a shareholder return program reportedly totaling around 100 trillion KRW (approximately $71 billion), according to The Korea Economic Daily. The plan combines stock buybacks and cash dividends, with the buyback portion earmarked at roughly 40 trillion KRW (about $28.4 billion) – more than 2% of the company's outstanding shares. That proportion is similar to the new shares SK Hynix issued when it listed American depositary receipts (ADRs). The new payout dwarfs last year's 14.3 trillion KRW in shareholder returns, which included 2.1 trillion KRW in cash dividends and 12.2 trillion KRW in share cancellations, meaning the proposed program is about seven times larger. SK Hynix's aggressive capital return stems from its leading position in HBM (high-bandwidth memory), a core storage component for AI infrastructure. The company forecasts this year's revenue of 345.6 trillion KRW and operating profit of 266.4 trillion KRW, up roughly 256% and 464% year over year, respectively. Management said HBM4 shipments will ramp up in the second half, along with advanced DRAM, pushing total shipments above first-half levels. Some market analysts suggest the stronger earnings outlook could support a valuation re-rating. HSBC previously argued that the market has been too pessimistic on SK Hynix's earnings cycle; the new shareholder return plan may be a key catalyst for improved valuation.

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SK Hynix Readies 100 Trillion KRW Shareholder Return Plan with 40 Trillion Buyback
Samsung Elect
2026-07-30 11:37:57

Samsung may unveil new shareholder return plan within weeks, with buybacks and cancellations seen first

Samsung Electronics could announce a new shareholder return plan in the coming weeks, according to a post on X by Citrini analyst jukan, who cited expectations from South Korean brokerage Meritz Securities. The brokerage expects Samsung to restart an “early execution plan” for the first time in a decade, with a scale that could be comparable to the company’s aggressive 2017 shareholder return program. The expected package would include higher dividends, a change in how free cash flow is calculated by excluding deductions for M&A spending, and a full return of 50% of free cash flow. Jukan also said Samsung agrees with the view that the recent drop in its share price has left the stock undervalued. Based on that view, Meritz Securities expects Samsung to move first on share buybacks and share cancellations as steps aimed at boosting shareholder value. The timeline mentioned in the post points to a possible announcement within the next several weeks.

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Samsung may unveil new shareholder return plan within weeks, with buybacks and cancellations seen first
Samsung Elect
2026-07-30 11:50:12

Samsung may revive aggressive shareholder returns plan for the first time in nearly a decade

Samsung Electronics is expected to unveil a shareholder return program in the coming weeks that could match the scale of its 2017 initiative, according to a Meritz Securities report cited by Citrini analyst Jukan and reported by BlockBeats on July 30. The report said the move would mark the company’s first restart of an “early execution plan” in nearly 10 years. Meritz outlined several measures it expects to see: a higher dividend, a change in free cash flow calculations so that M&A spending is no longer deducted, and a commitment to return 50% of free cash flow to shareholders. The report also said Samsung management has acknowledged that the recent drop in the company’s share price has left the stock undervalued. On that basis, buybacks and share cancellations, both seen as direct ways to lift shareholder value, are expected to come first. Samsung shares had been under pressure in July due to a broader pullback in memory-chip stocks and structural factors tied to forced liquidations in leveraged ETFs. The stock still trades at a notable discount to its June high, the report said.

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Samsung may revive aggressive shareholder returns plan for the first time in nearly a decade