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Stock Buybacks and Their Impact

Understand why companies repurchase shares and what it means for investors.

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What is a Stock Buyback?

A buyback (share repurchase) is when a company uses its cash to buy its own shares on the open market, reducing the total shares outstanding.

Why Companies Buy Back Stock

  • Return cash to shareholders - Alternative to dividends
  • Signal confidence - Management believes stock is undervalued
  • Boost EPS - Fewer shares means higher earnings per share
  • Offset dilution - Counteract shares issued for employee compensation

Buybacks vs Dividends

  • Buybacks are tax-efficient (no immediate tax)
  • Dividends provide regular income
  • Buybacks are flexible (can be reduced in bad times)
  • Dividends are expected (cuts are punished by market)

Evaluating Buyback Quality

  • Are shares actually decreasing or just offsetting dilution?
  • Is the company buying at fair or inflated prices?
  • Is it funded by debt?

Finding Buyback Information

Companies disclose buyback programs in 10-K and 10-Q filings. Track shares outstanding over time to see actual reduction.