The Motley Fool

FEBRUARY 27, 2024

As a reminder, in the prior year, we recognized $441 million of pre-tax transaction costs associated with the sale of the Canadian retail business. The effective tax rate was 23.8% in line with prior-year adjusted effective tax rate. And lastly, we delivered a return on invested capital above 36% for the year.

Companies 130

Companies Legal Capital Leveraging 130

The Motley Fool

JULY 26, 2024

Adjusted EPS grew 6% in Q2 and 7% year-to-date, reflecting double-digit adjusted operating income growth and ongoing share buyback, partially offset by higher interest expense, the issuance of 19 million shares to fund the acquisition of NFP and a higher tax rate. And then my follow-up question, the tax rate in the quarter went to above 22%.

Capital 130

Capital Finance Financing Taxes 130

The Motley Fool

AUGUST 2, 2023

The performance in the quarter included a favorable timing impact from a discrete tax item. As a reminder, the timing of discrete tax items is difficult to predict, and therefore, we do not provide quarterly effective tax rate guidance. Our effective tax rate guidance for the full year remains unchanged.

Taxes 100

Taxes Banks Capital Shareholders 100

The Motley Fool

JUNE 21, 2023

Requires being sufficiently knowledgeable about taxes, insurance, retirement accounts, social security, estate planning, cost-savings, all kinds of stuff. How's your tax situation got to change and so on. The return on investment for hiring a financial professional get that second opinion might be smaller.

Securities and Exchange Commission (SEC) 147

Securities and Exchange Commission (SEC) Finance Financing Assets 147

Hedgestone

JULY 10, 2023

It’s a crucial step in the buying and selling of businesses, and it’s also necessary for tax purposes, financial reporting, and legal matters. The capitalization rate is determined by dividing the expected rate of return on investment by the risk-free rate of return.

Liabilities 52

Liabilities Due Diligence Assets Amortization 52

The Motley Fool

FEBRUARY 2, 2024

Operating income grew 10% but was offset by a headwind from a higher tax rate in the quarter and nonoperating expense. For the full year, cash from operations increased $216 million year over year, or 7%, reflecting double-digit operating income growth and overall working capital optimization, partially offset by higher cash tax payments.

Capital 130

Capital Business Services Debt Shareholders 130

The Motley Fool

OCTOBER 23, 2024

We've designed our capital investment programs to ensure that we will continue to be the market leader in the years ahead. We believe our approach will enable us to grow faster in the long term, grow our share of EBITDA in the Macao market, and generate industry-leading returns on invested capital.

Assets 130

Assets Capital Legal Finance 130

Fortune Financial

MAY 4, 2023

It gives investors exposure to many key players and could be a useful way to invest in the market without having to conduct analysis on individuals, according to Bankrate. 3D Printing Has Immediate Impacts On Supply Chain Overall, investing in 3D printing can be a smart move for those interested in technology and innovation.

Due Diligence 52

Due Diligence Investing Crowdfunding Startups 52

Fortune Financial

NOVEMBER 17, 2021

Farmland and crops have proven throughout history to be stable investments due to the consistent demand. Here are just a few potential benefits to investing in farmland: Potential for above-average return on investment. The information contained herein is based on current tax laws, which may change in the future.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

Pension Pulse

NOVEMBER 13, 2023

The main difference between the three options is t he level of the participant’s involvement to the investment of the contributions and collective risk sharing by using a reserve in the event of disappointing returns on investments. 30% tax - The tax limitation will no longer be on pension accruals, but on the contributions.

Pension Funds 59

Pension Funds Funds Liabilities Asset Management 59

The Motley Fool

MAY 21, 2024

of sales, down 137 basis points versus last year's adjusted SG&A, driven by sales deleverage, as well as the cycling of a favorable legal settlement. The effective tax rate was 23.7%, largely in line with last year's adjusted effective tax rate. per share and repurchased 3 million shares for $743 million, returning $1.4

Companies 130

Companies Leveraging Capital Shareholders 130

Hedgestone

JULY 10, 2023

It’s important to conduct thorough due diligence to ensure that the business you’re interested in is a good investment. It’s important to conduct thorough due diligence, evaluate the business’s potential, secure financing, and negotiate the deal to ensure that you’re making a sound investment.

Due Diligence 40

Due Diligence Finance Financing Consulting 40

Hedgestone

JULY 3, 2023

In contrast, a restaurant with significant liabilities, such as outstanding debts or legal liabilities, is likely to be less valuable. You will also need to review the restaurant’s tax returns and other financial records to gain a complete understanding of its financial performance over the past several years.

Liabilities 52

Liabilities Due Diligence Assets Legal 52

The Motley Fool

AUGUST 21, 2024

And of course, we were pleased this month to welcome Amy Tu into the role of chief legal and compliance officer. So now I want to end my commentary on the quarter by covering our after-tax return on invested capital, which is an important measure of the quality of both our financial results and our capital investments.

Leveraging 130

Leveraging Taxes Capital Returns 130

The Motley Fool

AUGUST 20, 2024

In the quarter, we recognized a pre-tax gain of $43 million on deferred consideration associated with the 2022 sale of our Canadian retail business. of sales delevered 87 basis points due to sales deleverage, as well as the cycling of a favorable legal settlement. declined 114 basis points, and the adjusted effective tax rate of 24.2%

Companies 130

Companies Leveraging Capital Taxes 130

The Motley Fool

JANUARY 31, 2025

Moving to interest, other income and taxes on Slide 11. And finally, the Q4 tax rate was 17%, bringing the full-year rate to 20%, with the year-over-year increase, driven by growth in higher tax geographies, the unfavorable impact of discrete items, and policy changes across the globe. or 3-point EPS headwind.

Leveraging 130

Leveraging Capital Taxes Shareholders 130

The Motley Fool

AUGUST 12, 2024

But again, that's all in the optionality going forward and how we'll choose it but getting back to the actual legal basis on which we can manage this, I'll pass it to Graham. And the second question I had on tax. You recognize the 137 million tax adjustment around proposed settlements in Chile? There's definitely a way to do it.

Assets 130

Assets Capital Liabilities Banks 130

The Motley Fool

FEBRUARY 14, 2024

The effective tax rate for 2023 was 24.3%, compared to 19.6% and foreign operations related to a legal entity restructuring implemented in anticipation of the IPO and separation. As Steph mentioned, we will take a disciplined approach to that M&A, balancing profitable growth with return on invested capital.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Banks Shareholders 130

The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Yes, to pool clients and GMO’s always been an advocate of pooled investing.

Mutual Funds 52

Mutual Funds Finance Financing Assets 52

The Motley Fool

OCTOBER 22, 2024

of EPS growth was driven by last year's high tax comp, along with benefits from net interest and a lower share count. billion in the quarter, driven by strong income generation and positive working capital flows while continuing to invest capital to support growth and sustainability. We have a strong return on investment in the spaces.

Leveraging 130

Leveraging Liabilities Capital Portfolios 130

The Motley Fool

AUGUST 22, 2023

Please note that it also includes the benefit of a one-time legal settlement. The effective tax rate was 24.6%, in line with the prior year. SG&A of 16.4% of sales delevered 16 basis points, largely due to lower sales related to the shift in our fiscal calendar. Operating margin rate of 15.6% Inventory ended the quarter at 17.4

Companies 100

Companies Leveraging Banks Capital 100

The Motley Fool

FEBRUARY 7, 2025

Recycling capital in this way keeps our portfolio competitive, lower its capital expenses, and accelerates our return on invested capital, driving long-term core FFO growth. on property taxes and insurance, respectively. per share and are primarily legal expenses and expense transaction pursuit costs. The midpoint of $1.68

Debt 189

Debt Leveraging Assets Bidding 189

The Motley Fool

MAY 14, 2024

The increase was primarily driven by a benefit from a legal settlement that we are overlapping from the first quarter of fiscal 2023 as well as deleverage from our top-line results. In the first quarter, our effective tax rate was 22.6%, compared to 24.2% Our effective tax rate is targeted at approximately 24.5%.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Finance Financing 130

The Motley Fool

MARCH 5, 2024

We expect a 2-percentage-point increase in our effective tax rate relative to 2023 to be back at our typical rate of 27%. to $2.05, again weighed upon modestly by the accounting method change as well as the anticipated increase in our effective tax rate relative to 2023. They have continued to drive a strong return on investment.

Leveraging 130

Leveraging Accounting Banks Legal 130

The Motley Fool

NOVEMBER 21, 2023

The effective tax rate was 24.6%, in line with prior-year adjusted effective tax rate. Capital expenditures totaled 579 million as we continue to invest in our strategic priorities within our total home strategy. billion, capital expenditures of up to 2 billion, and an adjusted effective income tax rate of approximately 25%.

Companies 100

Companies Leveraging Capital Legal 100

The Motley Fool

FEBRUARY 20, 2024

In the fourth quarter and for fiscal 2023, our effective tax rate was 24%. And finally, during fiscal 2023, we returned approximately $8 billion to our shareholders in the form of share repurchases, including $1.5 Our effective tax rate is targeted at approximately 24.5%. and, for the year, was approximately 14.2%.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Shareholders Returns 130

The Motley Fool

NOVEMBER 5, 2024

I'd like to start by congratulating Erica Burkhardt, who was recently promoted to chief legal officer and corporate secretary for Yum! Our ex special tax rate was higher year-over-year at 24%, translating to a $0.09 Erica is a seasoned and respected leader throughout Yum!, who has been with the company for over 20 years.

Leveraging 130

Leveraging Capital Assets Shareholders 130

The Motley Fool

NOVEMBER 14, 2023

In the third quarter, our effective tax rate was 23.3%, down from 24.4% billion in dividends to our shareholders, and we returned approximately $1.5 Computed on the average of beginning and ending long-term debt and equity for the trailing 12 months, return on invested capital was approximately 38.7%, down from 43.3%

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Shareholders Assets 100

The Motley Fool

FEBRUARY 4, 2025

G&A for the quarter was $191 million on a GAAP basis or $175 million on a non-GAAP basis, excluding about $12 million related to equity awards granted for retention of key executives, and a $4 million increase in legal reserves. Our effective tax rate for Q4 was 24.4% billion in cash, restricted cash and investments and no debt.

Leveraging 130

Leveraging Taxes Returns Investing 130

Private Equity Wire

SEPTEMBER 24, 2024

Navigating the challenges and requirements of data collection, however, need not be as onerous and taxing as those bemoaning the regulators would have you believe. In the real world, regulatory pressures are ever-increasing, and compliance remains an outstanding challenge for investors.

Legal 98

Legal Leveraging Investment Banks Investment Banking 98

Ballast Advisors

AUGUST 23, 2023

One smart approach is to treat college choices like any other business decision — by considering the potential return on investment (ROI). does not provide investment, tax, legal, or retirement advice or recommendations. A Georgetown University analysis of public data from the U.S.

Education 40

Education Taxes Debt Legal 40

The Motley Fool

JANUARY 25, 2024

This also meaningfully extends the production life of our installed capacity and improves our returns on investments, similar to the announcement last quarter of our Tower Semiconductor partnership at the 65-nanometer node with our New Mexico site. with a tax rate of 13% and EPS of $0.13. Now, turning to Q1 guidance.

Banks 130

Banks Capital Leveraging Depreciation 130

The Motley Fool

FEBRUARY 13, 2024

Actual results could differ materially from our expectations, and we have no duty to provide updates unless legally required. Is a dividend in the works to at least provide some return on investment? We're working hard to make great improvements to our tax law and P&L tracking this year and we hope you will like them.

Assets 130

Assets Accounting Shareholders Capital 130

Pension Pulse

MAY 24, 2023

“Despite significant declines in global equity and fixed income markets during our fiscal year, our investment portfolio remained resilient, delivering stable returns while outperforming major indexes.” The positive fiscal-year results reflect returns on investments in infrastructure and certain U.S. and the U.S.

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

JULY 25, 2023

We made a number of significant decisions and identified the programs we want to prioritize and others where we assess the challenges resulted in a low probability-adjusted return on investment and thus were promptly modified or discontinued. and EU sometime later in 2023.

Education 130

Education Capital Shareholders Investors 130

The Motley Fool

JANUARY 30, 2024

We are planning a higher tax rate as we do not expect the same amount of R&D credits as well as the benefit of some other one-time items that helped lower the rate in 2023. So, as you think about -- you think about 2024 and opex, we're going to -- we've kept a similar run rate for legal, not the fourth quarter run rate but the full year.

Liabilities 130

Liabilities Finance Financing Capital 130

The Motley Fool

JANUARY 10, 2025

We reported a December quarter pre-tax profit of $1.6 billion of pre-tax income, representing nearly 50% of the industry's profitability. Our return on invested capital of 13% is in the upper half of the S&P 500 and double the rest of the industry. per share, and a return on invested capital of 13%.

Leveraging 130

Leveraging Legal Mergers and Acquisitions Debt 130