The Motley Fool

DECEMBER 22, 2024

He has an innate ability to allocate capital into investments that generate outsize returns for his shareholders. As good as the Buffett-led Berkshire Hathaway is at growing shareholder value, Brookfield Corporation (NYSE: BN) has been even better. Several factors drive that view, including some notable tailwinds turning in its favor.

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The Motley Fool

DECEMBER 19, 2024

Secondly, and simultaneously, we continue to migrate our operating platform to an asset like configuration. In the very near future, the spin-off will be public and that will complete our now almost five-year migration to an asset light operating model. Millrose will receive consistent cash flows pursuant to option contracts.

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The Motley Fool

DECEMBER 23, 2024

Dividend stocks reign supreme Companies that pay a regular dividend to their shareholders are almost always profitable on a recurring basis, as well as time-tested. 30, PennantPark held nearly $1.984 billion in assets. Wake up with Breakfast news in your inbox every market day. Sign Up For Free Image source: Getty Images.

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Companies Debt Exchange-Traded Funds Financial Institutions 246

The Motley Fool

MARCH 6, 2025

It spun off a portion of its office portfolio to shareholders by creating office REIT Net Lease Office Properties. Carey has been recycling the capital from asset sales into new properties with better long-term growth fundamentals. In a better position to grow long-term shareholder value W. In addition, W.P.

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The Motley Fool

JANUARY 3, 2025

Steven Cohen of Point72 Asset Management bought 1.5 Prospective investors should look elsewhere, and current shareholders should consider trimming their positions. It is now his third-largest position excluding options. He also sold 4.9 million shares of Apple, reducing his stake by 90%. Meanwhile, he sold 1.5

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Hedge Funds Stakes Asset Management Prospects 246

The Motley Fool

FEBRUARY 14, 2025

14 deadline for institutional money managers with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC). A 13F allows investors to see which stocks Wall Street's most-prominent and successful asset managers purchased and sold during the previous quarter.

Securities and Exchange Commission (SEC) 228

Securities and Exchange Commission (SEC) Legal Hedge Funds Stakes 228

Private Equity Insights

MARCH 19, 2025

T&D Holdings will become the largest shareholder, while Allianz will acquire a 25% stake. Since then, the insurer has expanded through acquisitions, including Skandia and Entis, growing its assets under management from 5bn to 67bn and its policyholder base from 600,000 to 3.4

Mergers and Acquisitions 147

Mergers and Acquisitions Buyout Bidding Stakes 147

The Motley Fool

NOVEMBER 8, 2024

We've increased our regular dividend rate 160%; and including both regular and special dividends, paid or committed to pay more than $13 billion directly to shareholders; and $3.2 billion of that free cash flow back to our shareholders through a mix of our regular dividend and opportunistic share repurchases. We generated $1.6

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Debt Shareholders Leveraging Capital 130

Private Equity Insights

MARCH 11, 2025

The private equity firm, along with Amplitudes management and minority shareholders, will sell 85.6% The firm streamlined operations, divested non-core assets, and strengthened Amplitudes R&D pipeline during its tenure. of the business at 6.25 per sharean 80.6% premium over the last closing price.

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Private Equity Firms Private Equity Firms Stakes Shareholders 147

Private Equity Wire

DECEMBER 2, 2024

The demand, outlined in an open letter to shareholders, comes as HVPE struggles to bridge the gap between its share price and net asset value (NAV). Sharp emphasised the potential value unlocked if the discount were eliminated, stating it could generate £1.3bn for shareholders. Metage, which holds 0.9%

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Stakes Shareholders Assets Capital 95

The Motley Fool

OCTOBER 31, 2024

We also maintained our disciplined approach to capital deployment, while continuing to invest in our businesses and returning excess capital to shareholders. trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds.

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Liabilities Assets Capital Shareholders 130

The Motley Fool

SEPTEMBER 14, 2024

After all, the company was essentially a vast and complex conglomeration of disparate assets. By looking at the company's price-to-book ratio , you could see how the market was valuing these assets, in a very rough way. In the past, Buffett believed that Berkshire's assets were worth at least 1.1 Many would argue yes.

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Conglomerates Shareholders Assets Accounting 246

The Motley Fool

NOVEMBER 7, 2024

In the quarter, we continue to execute against our strategy that is driving long-term growth and shareholder value. We're very pleased with Enact's operational strength's capital levels and consistent shareholder distributions. Our first priority is to create shareholder value through Enact's growing market value and returns.

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Legal Debt Shareholders Taxes 130

The Motley Fool

NOVEMBER 8, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis. We've also continued to produce positive results for our asset management business.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

DECEMBER 14, 2024

The oil giant delivered industry-leading earnings, cash flow, and shareholder returns during the third quarter. It owes its leadership to its advantaged resource portfolio, which features several world-class assets that generate high margins. ExxonMobil (NYSE: XOM) is already the undisputed leader among international oil companies.

Assets 246

Assets Shareholders Capital Leveraging 246

Private Equity Wire

NOVEMBER 8, 2024

The company’s stock price hit $54.23, giving a valuation of around $19.3bn, after Carlyle reported distributable earnings, or the profit available for shareholders, of $367 million, or 95 cents per share – almost matching last year’s figure but ahead of analysts’ forecast of 90 cents per share, according to LSEG data.

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Assets Shareholders Funds Capital 98

The Motley Fool

DECEMBER 4, 2024

It is so large that generating additional growth requires massive investments in new assets each year. Realty Income generates around 72% of its rents from retail assets, which tend to be smaller properties, while W.P. Carey's rents largely come from industrial assets (64% of the total), which tend to be larger properties.

Asset Management 246

Asset Management Assets Shareholders Leveraging 246

Private Equity Insights

FEBRUARY 28, 2025

The New York-based private equity firm, which focuses on middle-market buyouts and growth investments, first backed Simple Mills in October 2019, becoming its largest shareholder. The deal marks the end of Vestars five-year investment in the company, during which it played a pivotal role in scaling the brands growth.

Capital 147

Capital Private Equity Firms Private Equity Firms Enterprise Values 147

The Motley Fool

SEPTEMBER 6, 2024

He's also a big fan of concentrating his company's invested assets in his best ideas. While "years" tends to be the typical holding period for a stock in Berkshire's portfolio, Warren Buffett's latest annual letter to shareholders outlined eight stocks that were dubbed "indefinite" holdings. 1: American Express, $39.2 billion (12.3%

Portfolios 246

Portfolios Investing Stakes Banks 246

The Motley Fool

AUGUST 15, 2024

A sizable asset sale Just after market hours on Wednesday, Medical Properties Trust announced that it had finalized the sale of 11 of its properties. Improving the finances Medical Properties Trust was a company in need of a good piece of news to deliver to shareholders. on the day.

Financing 246

Financing Finance Shareholders Assets 246

The Motley Fool

DECEMBER 20, 2024

And with ROIC ending 2024 at 11%, comfortably above our cost of capital, we are already delivering long-term value for our shareholders as we lay the foundation we'll build upon in 2025 and beyond. These destinations are among our highest-rated guest experiences today, and we have plans to lean into these assets even further.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Debt Assets 246

The Motley Fool

MARCH 28, 2025

For instance, Buffett has been a continuous shareholder in beverage giant Coca-Cola for 36 years and credit-services provider American Express for 33 years. billion in Amazon stock accounts for roughly 24% of Berkshire's $289 billion of invested assets. Learn More Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

Investing 300

Investing Buyout Assets Asset Management 300

The Motley Fool

NOVEMBER 6, 2024

Bitcoin (CRYPTO: BTC) is undoubtedly one of the best financial assets anyone could've owned in the past decade, turning tiny amounts of capital into huge sums of wealth. Saylor feels that simply having exposure to a finite financial asset, especially when compared to the constantly exploding money supply, seems like a smart move.

Assets 246

Assets Shareholders Capital Debt 246

The Motley Fool

FEBRUARY 28, 2025

The Quality Factor ETF has been around since 2013 and has a massive $50 billion of assets under management. If all a fund does is match the leading market indicator for more than a decade, it's doing something right -- and building significant wealth for its shareholders. Past performance is not a guarantee of future results.

Investing 130

Investing Exchange-Traded Funds Debt Shareholders 130

The Motley Fool

OCTOBER 19, 2024

Trust in superior capital allocation Capital allocation in the oil space can be difficult because a company's survival is often prioritized over shareholder profits. That is, they acquire all sorts of additional assets that may not have the same return profile as the original well -- potentially squandering the original golden goose.

Leveraging 246

Leveraging Shareholders Debt Capital 246

The Motley Fool

SEPTEMBER 18, 2024

The proposal called for as much as a 19% hike to aggregate common equity tier 1 capital ratios for all banks with at least $100 billion in assets. The CET1 ratio is a measure of core capital (and therefore loss-absorbing capital) to risk-weighted assets (RWAs). already do this). In a speech on Sept.

Banks 246

Banks Assets Capital Shareholders 246

The Motley Fool

NOVEMBER 7, 2024

.; chairman, president, and chief executive officer of the company; Steven Hamner, executive vice president and chief financial officer; Kevin Hanna, senior vice president, controller, and chief accounting officer; Rosa Hooper, senior vice president of operations and secretary; and Jason Frey, managing director, asset management and underwriting.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Debt Prospects 130

The Motley Fool

MARCH 28, 2025

James Hardie agrees to combine with Azek There are two concerns over the deal: the price and the fact that James Hardie is buying an asset in an industry that's continuing to be challenged by relatively high interest rates. However, there's a debate over whether the move downward is justified. Start Your Mornings Smarter!

Companies 233

Companies Amortization Depreciation Earnings Before Interest 233

The Motley Fool

MARCH 26, 2025

In fact, Federal Realty, despite a market cap of around $8 billion, only owns around 100 assets. They are very attractive assets, however. Its specific focus is on owning strip malls and mixed-use assets. The mixed-use assets are heavy on the retail side of the equation, but also include things like office space and apartments.

Portfolios 231

Portfolios Assets Shareholders Capital Investments 231

The Motley Fool

FEBRUARY 19, 2025

We ended the fourth quarter with holding company cash and liquid assets of $294 million, which includes approximately $186 million in cash set aside for future obligations. Our first priority is to create shareholder value through our approximately 81% ownership stake in Enact. Slide 10 highlights our progress on the MYRAP.

Liabilities 130

Liabilities Legal Taxes Debt 130

The Motley Fool

MARCH 27, 2025

While oil prices have an effect on Occidental's cash flows, it has several catalysts unrelated to oil that could boost shareholder value in the future. billion within 12 months of closing the deal through a combination of free cash flow and noncore asset sales. Wes Texas Intermediate (WTI), the primary U.S. Start Your Mornings Smarter!

Debt 241

Debt Amortization Depreciation Shareholders 241

The Motley Fool

AUGUST 8, 2024

It has jettisoned high-cost operations and recycled that capital to grow its higher-returning assets. This strategy continues to pay big dividends for shareholders. With further improvements ahead, the company continues sending more cash to its shareholders. It grew its cash balance to $1.2 times after factoring in its $6.1

Investors 245

Investors Shareholders Leveraging Debt 245

The Motley Fool

OCTOBER 28, 2024

of invested assets) For years, tech goliath Apple (NASDAQ: AAPL) has sat atop the pedestal as the largest holding in the portfolio Warren Buffett oversees at Berkshire -- but there have been significant changes since October 2023. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 Apple: $92.2

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

Private Equity Wire

NOVEMBER 6, 2024

She has steered complex transactions and investments across a variety of industries, including healthcare, business services, financial services, asset management, insurance, consumer products, entertainment, technology, infrastructure, and energy.

Leveraged Buyouts 96

Leveraged Buyouts Mergers and Acquisitions Buyout Asset Management 96

The Motley Fool

OCTOBER 26, 2024

This corporate structure is specifically designed to pass income on to shareholders via large dividend payments. The key is that the property, be it a retail location, a factory, or a warehouse, is a vital asset to the company's business. But not all REITs are the same. Net lease REITs like Realty Income (NYSE: O) , W.P.

Assets 246

Assets Prospects Shareholders Capital 246

The Motley Fool

OCTOBER 30, 2024

These elite businesses combine robust revenue growth, strong fundamentals, and shareholder-friendly management teams. Each company has demonstrated an unwavering commitment to shareholder returns while maintaining leadership positions in their respective industries. Image source: Getty Images. Costco's 739.7% SPX data by YCharts.

Shareholders 237

Shareholders Assets Capital Capital Investments 237

The Motley Fool

MARCH 19, 2025

But if you think in decades and not days, you will probably be better off with fellow financial stock Bank of Nova Scotia (NYSE: BNS) or Brookfield Renewable (NYSE: BEP) (NYSE: BEPC) , which uses an active portfolio approach to buying clean energy assets. shareholders are affected by currency fluctuations). Here's why. and Canada.

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Investing Asset Management Banks Assets 238