Latest news with #shareholderReturns
Yahoo
04-07-2025
- Business
- Yahoo
An excellent week for Lowe's Companies, Inc.'s (NYSE:LOW) institutional owners who own 78% as one-year returns inch higher
Institutions' substantial holdings in Lowe's Companies implies that they have significant influence over the company's share price A total of 25 investors have a majority stake in the company with 48% ownership Insiders have sold recently This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. To get a sense of who is truly in control of Lowe's Companies, Inc. (NYSE:LOW), it is important to understand the ownership structure of the business. With 78% stake, institutions possess the maximum shares in the company. In other words, the group stands to gain the most (or lose the most) from their investment into the company. And things are looking up for institutional investors after the company gained US$4.0b in market cap last week. One-year return to shareholders is currently 9.1% and last week's gain was the icing on the cake. Let's take a closer look to see what the different types of shareholders can tell us about Lowe's Companies. View our latest analysis for Lowe's Companies Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index. We can see that Lowe's Companies does have institutional investors; and they hold a good portion of the company's stock. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Lowe's Companies' earnings history below. Of course, the future is what really matters. Since institutional investors own more than half the issued stock, the board will likely have to pay attention to their preferences. Hedge funds don't have many shares in Lowe's Companies. The Vanguard Group, Inc. is currently the largest shareholder, with 9.7% of shares outstanding. With 7.0% and 4.4% of the shares outstanding respectively, BlackRock, Inc. and State Street Global Advisors, Inc. are the second and third largest shareholders. A deeper look at our ownership data shows that the top 25 shareholders collectively hold less than half of the register, suggesting a large group of small holders where no single shareholder has a majority. While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too. The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves. Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group. Our information suggests that Lowe's Companies, Inc. insiders own under 1% of the company. As it is a large company, we'd only expect insiders to own a small percentage of it. But it's worth noting that they own US$145m worth of shares. Arguably recent buying and selling is just as important to consider. You can click here to see if insiders have been buying or selling. The general public-- including retail investors -- own 21% stake in the company, and hence can't easily be ignored. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders. It's always worth thinking about the different groups who own shares in a company. But to understand Lowe's Companies better, we need to consider many other factors. Like risks, for instance. Every company has them, and we've spotted 2 warning signs for Lowe's Companies (of which 1 is concerning!) you should know about. Ultimately the future is most important. You can access this free report on analyst forecasts for the company. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Wall Street Journal
30-06-2025
- Business
- Wall Street Journal
Activist Investor Elliott Wants Changes at Sumitomo Realty & Development
Elliott Investment Management and Elliott Advisors wants Sumitomo Realty & Development 8830 -0.04%decrease; red down pointing triangle to work with them on improving the shareholder returns. The activist investors, which hold a more than 3% stake in Sumitomo, said in a letter to the Tokyo real-estate company Monday that there is dissatisfaction among investors about its current course.
Yahoo
27-06-2025
- Business
- Yahoo
ISA Holdings' (JSE:ISA) Shareholders Will Receive A Bigger Dividend Than Last Year
ISA Holdings Limited (JSE:ISA) will increase its dividend from last year's comparable payment on the 21st of July to ZAR0.167. This will take the dividend yield to an attractive 8.2%, providing a nice boost to shareholder returns. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. A big dividend yield for a few years doesn't mean much if it can't be sustained. Based on the last payment, the company wasn't making enough to cover what it was paying to shareholders. It will be difficult to sustain this level of payout so we wouldn't be confident about this continuing. Over the next year, EPS could expand by 2.1% if the company continues along the path it has been on recently. If the dividend continues on its recent course, the payout ratio in 12 months could be 104%, which is a bit high and could start applying pressure to the balance sheet. See our latest analysis for ISA Holdings Although the company has a long dividend history, it has been cut at least once in the last 10 years. The dividend has gone from an annual total of ZAR0.045 in 2015 to the most recent total annual payment of ZAR0.167. This works out to be a compound annual growth rate (CAGR) of approximately 14% a year over that time. It is great to see strong growth in the dividend payments, but cuts are concerning as it may indicate the payout policy is too ambitious. Given that the dividend has been cut in the past, we need to check if earnings are growing and if that might lead to stronger dividends in the future. Earnings per share has been crawling upwards at 2.1% per year. The earnings growth is anaemic, and the company is paying out 100% of its profit. This gives limited room for the company to raise the dividend in the future. Overall, this is probably not a great income stock, even though the dividend is being raised at the moment. The track record isn't great, and the payments are a bit high to be considered sustainable. Overall, we don't think this company has the makings of a good income stock. Market movements attest to how highly valued a consistent dividend policy is compared to one which is more unpredictable. At the same time, there are other factors our readers should be conscious of before pouring capital into a stock. For example, we've identified 3 warning signs for ISA Holdings (1 doesn't sit too well with us!) that you should be aware of before investing. Looking for more high-yielding dividend ideas? Try our collection of strong dividend payers. — Investing narratives with Fair Values A case for TSXV:USA to reach USD $5.00 - $9.00 (CAD $7.30–$12.29) by 2029. By Agricola – Community Contributor Fair Value Estimated: CA$12.29 · 0.9% Overvalued DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts By WynnLevi – Community Contributor Fair Value Estimated: $195.39 · 0.9% Overvalued Historically Cheap, but the Margin of Safety Is Still Thin By Mandelman – Community Contributor Fair Value Estimated: SEK232.58 · 0.2% Overvalued View more featured narratives — Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
25-06-2025
- Business
- Yahoo
This Undervalued Energy Stock Boasts High Shareholder Returns
Chord Energy Corporation (NASDAQ:CHRD) is one of the 12 Best Natural Gas Stocks to Buy According to Analysts. A technician in a lab coat examining a sample of crude oil. Chord Energy Corporation (NASDAQ:CHRD) maintained shareholder returns at 100% of free cash flow for the second consecutive quarter in Q1 2025, repurchasing $216.5 million worth of its stock during the quarter. Since closing its Enerplus transaction last year, the company has reduced its share count by approximately 9% through the end of April 2025. Chord Energy Corporation (NASDAQ:CHRD) also declared a quarterly cash dividend of $1.3 per share in May, which equates to approximately $75 million. The energy stock currently boasts an impressive annual dividend yield of 6.3%. Following a significant uptick in global crude oil prices, the share price of Chord Energy Corporation (NASDAQ:CHRD) has increased by more than 16% over the last month. Chord Energy Corporation (NASDAQ:CHRD) is an independent oil and gas company engaged in the exploration, development, production, and acquisition of crude oil, NGLs, and natural gas. While we acknowledge the potential of CHRD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Nuclear Energy Stocks to Buy Right Now and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
23-06-2025
- Business
- Yahoo
Those who invested in RCE Capital Berhad (KLSE:RCECAP) five years ago are up 251%
It hasn't been the best quarter for RCE Capital Berhad (KLSE:RCECAP) shareholders, since the share price has fallen 11% in that time. But that scarcely detracts from the really solid long term returns generated by the company over five years. In fact, the share price is 140% higher today. We think it's more important to dwell on the long term returns than the short term returns. The more important question is whether the stock is too cheap or too expensive today. While the long term returns are impressive, we do have some sympathy for those who bought more recently, given the 15% drop, in the last year. With that in mind, it's worth seeing if the company's underlying fundamentals have been the driver of long term performance, or if there are some discrepancies. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. RCE Capital Berhad's earnings per share are down 3.0% per year, despite strong share price performance over five years. So it's hard to argue that the earnings per share are the best metric to judge the company, as it may not be optimized for profits at this point. Therefore, it's worth taking a look at other metrics to try to understand the share price movements. In fact, the dividend has increased over time, which is a positive. Maybe dividend investors have helped support the share price. The revenue growth of about 3.5% per year might also encourage buyers. You can see below how earnings and revenue have changed over time (discover the exact values by clicking on the image). Take a more thorough look at RCE Capital Berhad's financial health with this free report on its balance sheet. When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. We note that for RCE Capital Berhad the TSR over the last 5 years was 251%, which is better than the share price return mentioned above. This is largely a result of its dividend payments! We regret to report that RCE Capital Berhad shareholders are down 11% for the year (even including dividends). Unfortunately, that's worse than the broader market decline of 7.2%. However, it could simply be that the share price has been impacted by broader market jitters. It might be worth keeping an eye on the fundamentals, in case there's a good opportunity. On the bright side, long term shareholders have made money, with a gain of 29% per year over half a decade. If the fundamental data continues to indicate long term sustainable growth, the current sell-off could be an opportunity worth considering. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For example, we've discovered 2 warning signs for RCE Capital Berhad that you should be aware of before investing here. Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of companies we expect will grow earnings. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Malaysian exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
