The Motley Fool

APRIL 29, 2024

We have a packed agenda lined up for the next three days, and we're excited to see our customers, partners, analysts, shareholders, and employees, all in person to share our passion for BI, AI, bitcoin, and innovation. billion in equity in a manner that we believe to be creative to existing shareholders. Equity issuances.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

MAY 16, 2024

Following the recent update, Hartford Funds found that non-paying public companies averaged a 4.27% annual return over the prior half-century, and were 18% more volatile than the benchmark S&P 500. In short, these are businesses we'd expect to rise in value over time and make their patient shareholders richer. court system.

Liabilities 130

Liabilities Debt Exchange-Traded Funds Buyout 130

The Motley Fool

OCTOBER 17, 2024

Very few public companies offer monthly dividends, and the ones that do are typically real estate investment trusts (REITs) because they are legally required to pay out 90% of their taxable earnings to shareholders. Additionally, an increasing share count reduces the value of each shareholder's stake.

Debt 130

Debt Amortization Depreciation Earnings Before Interest 130

The Motley Fool

DECEMBER 30, 2023

The deal would be for premium of 32% for shareholders based on when the deal was brought up at the end of November, stock has been battered around for a bit. Is this a deal that shareholders should want? Jason Moser: If I were a shareholder, which I'm not. Jason Moser: If I were a shareholder, which I'm not.

Buyout 246

Buyout Asset Management Assets Capital 246

The Motley Fool

AUGUST 3, 2023

While we, as a public company, always provide you with the split times quarterly results, we are running a marathon, not a series of sprints. We experienced favorable loss reserve development across multiple product lines in 2023, most notably across our international professional liability product lines. billion a year ago.

Liabilities 100

Liabilities Asset Management Shareholders Capital 100

The Motley Fool

OCTOBER 30, 2024

billion in equity in a manner that we believe to be accretive to existing shareholders. These capital market levers allow us to deploy intelligent leverage to increase our bitcoin holdings in a manner which we believe has created shareholder value. And for all of our shareholders, thank you for your support. We've issued $4.3

Leveraging 130

Leveraging Shareholders Capital Debt 130

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

Debt 130

Debt Shareholders Leveraging Capital 130

The Motley Fool

AUGUST 6, 2024

In addition, while we would expect to continue to operate in a volatile environment, our progress to date and our plans for the back half bolster our confidence to deliver on our long-term value creation algorithm, targeting attractive total shareholder return in 2025 and beyond. Now to summarize our expectations for 2024.

Banks 234

Banks Shareholders Taxes Portfolios 234

The Motley Fool

AUGUST 2, 2024

Capital return to shareholders is an important part of our ongoing commitment to strengthen total shareholder value. Now I would like to turn to the capital return to shareholders we announced in July. I want to take an opportunity to thank all our global employees for their hard work and dedication to deliver consistently.

Shareholders 130

Shareholders Capital Banks Returns 130

The Motley Fool

OCTOBER 10, 2024

The stock will be distributed as a stock dividend of Millrose stock to Lennar shareholders, and it will accordingly reduce inventory on Lennar's books. And over time, it would be our goal to align capital return to shareholders more closely with that cash flow. So that leaves a fair amount of cash to be deployed back into shareholders.

Assets 246

Assets Capital Debt Shareholders 246

The Motley Fool

JULY 18, 2024

It is bittersweet to be talking about the company's results publicly for the first time since his passing. Don took great pride in the company's growth, profitability, and shareholder returns, which have been at the top of all public companies in America for the past decade. per diluted share compared to $3.90

Securities and Exchange Commission (SEC) 243

Securities and Exchange Commission (SEC) Capital Taxes Shareholders 243

The Motley Fool

JULY 31, 2024

We completed the previously announced acquisition of the Management Contract of Great Ajax, which was a residential mortgage REIT, which is now we're going to transition that into an opportunistic commercial mortgage REIT, which will help generate fee-related earnings for shareholders as we reposition the company and grow it.

Capital 130

Capital Amortization Shareholders Financing 130

The Motley Fool

AUGUST 3, 2023

The second quarter of 2023 marked our two-year anniversary as a public company, and I'm extremely proud to announce we have exceeded consensus estimates and raised our outlook every quarter since we've gone public with Q2 continuing this pattern. Good afternoon everyone, and thank you for joining us today.

Leveraging 246

Leveraging Banks Capital Companies 246

The Motley Fool

FEBRUARY 14, 2024

We drove strong financial performance in the fourth quarter, delivering an impressive finish to our first year as a public company. Pursuant to the exchange offer, common shareholders will have the opportunity to exchange their shares of Cummins common stock to shares of Atmus. So, just a different question.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Banks Shareholders 130

The Motley Fool

MAY 3, 2024

Before I discuss the quarterly performance, I would like to acknowledge the significant milestone of Atmus becoming a fully independent company on March 18th. On February 14th, Cummins announced an exchange offer whereby Cummins shareholders could exchange all or a portion of Cummins common stock for shares of Atmus.

Shareholders 130

Shareholders Capital Banks Returns 130

The Motley Fool

FEBRUARY 27, 2024

We believe that creating moments of WOW for customers across selection, price, and service formed the foundation for long-term growth, profitability, and ultimately free cash flow, which serves as the basis of long-term shareholder value. And we see many paths to making this a worthwhile investment for shareholders.

Taxes 130

Taxes Accounting Shareholders Leveraging 130

The Motley Fool

JULY 20, 2023

Good morning, and thank you for joining our second-quarter earnings call and our very first as a public company. Over the last 135 years, we have established ourselves as the world's largest pure-play consumer health company. With that, it's my pleasure to turn the call over to Thibaut. Now, getting into the quarter.

Taxes 130

Taxes Public Companies Banks Portfolios 130

The Motley Fool

AUGUST 14, 2023

Shao-Lee Lin -- Founder, Chief Executive Officer, and Director Thank you, Tyler, and good afternoon, everyone, and thank you for joining us for Acelyrin's first quarterly earnings call as a public company. We are pursuing late-stage development of izokibep across a number of indications where IL-17A inhibition has been validated.

Liabilities 130

Liabilities Initial Public Offering Portfolios Investors 130

The Motley Fool

AUGUST 8, 2024

So we deliver on our commitments, which we have achieved not just every quarter as a public company, but every quarter as a private company as well. But before I hand it to Lindsay, I want to take a moment to reflect on our first year as a public company. We delivered on our promises to the shareholders.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Public Companies Shareholders Returns 130

The Motley Fool

MAY 8, 2024

Hopefully, you will all have downloaded and read the shareholder letter. The shareholder letter provides a rich update on our strategic progress in the quarter. The shareholder letter and other earnings-related materials are available on our website at investors.arm.com. Should you invest $1,000 in Arm Holdings right now?

Banks 130

Banks Public Companies Shareholders Capital 130

The Motley Fool

AUGUST 4, 2023

Net free cash flow and cash on the balance sheet funded year-to-date cash return to shareholders of $2.2 billion to shareholders in 2023, or about 67% of our estimated 2023 cash flow, assuming a $75 oil price, well ahead of our target minimum return of 60%. billion of cash return committed to shareholders this year.

Shareholders 130

Shareholders Capital Assets Banks 130

The Motley Fool

FEBRUARY 8, 2024

2023 was a year of transformational change for our company and for 22,000 Kenvuers around the world. Our teams accomplished a tremendous amount, successfully standing up Kenvue as an independent public company while continuing to drive profitable growth. times to 2.2. Regarding other guidance items and EPS.

Taxes 130

Taxes Banks Public Companies Capital 130

The Motley Fool

APRIL 30, 2024

To be clear, this is not just in size but more importantly, excellent risk-adjusted returns for our shareholders and LPs. And then when we look at partnerships, we continue to expand our global reach and try to create capital solutions with different LPs and shareholders on a go-forward basis. Again, total AUM is $32 billion.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

DECEMBER 9, 2024

I'll note that this is the 16th consecutive quarter as a public company, in which we have met or exceeded our revenue guidance. There is no question that this has been and continues to be in the best interest of our shareholders. C3 AI has been a public company for 16 quarters. The Motley Fool recommends C3.ai.

Professional Services 130

Professional Services Accounting Shareholders Public Companies 130

The Motley Fool

AUGUST 2, 2023

Second, we are on track to separate NCR into two public companies in the fourth quarter of 2023. First, we are on track to separate NCR into two public companies in the fourth quarter. Second, we believe that spinning off NCR Atleos in a tax-free distribution is the best path to unlock shareholder value.

Banks 100

Banks Leveraging Public Companies Debt 100

The Motley Fool

AUGUST 10, 2023

As part of the new governance framework, we also further strengthen the company's capital management, moving ahead with our various programs to improve shareholder return under the leadership of the newly established Capital Management Committee. I sincerely thank our shareholders and analysts for your trust and support over the years.

Leveraging 245

Leveraging Education Financial Services Capital 245

The Motley Fool

AUGUST 6, 2024

We see to be real estate partners to the world's leading companies and the diligent efforts of our dedicated team resulted in AFFO per share of $1.06 Combined with our annualized dividend yield in excess of 5% our shareholders owned a total operational return of over 11%. representing a robust 6% growth compared to last year.

Debt 130

Debt Assets Capital Leveraging 130

The Motley Fool

OCTOBER 30, 2024

I hope you've all had the opportunity to read our shareholder letter, which was published on our investor relations website earlier today. Reconciliations to the most directly comparable GAAP financial measures are provided in the shareholder letter on our investor relations website. Alesia Haas -- Chief Financial Officer Good news.

Assets 130

Assets Legal Shareholders Capital 130

The Motley Fool

AUGUST 6, 2024

So that just accrues the benefit to our shareholders and, and really supercharges the delivery of the synergies that we were talking about. Then I want to ask just quickly, on shareholder return plans, maybe just on sort of broad strokes, specifically, how would your plan vary? Neal Dingmann -- Analyst Great to hear.

Mergers and Acquisitions 130

Mergers and Acquisitions Assets Shareholders Capital 130

Pension Pulse

MAY 16, 2023

Last month, Teck pulled its proposal to split the company into separate coal and copper businesses after failing to secure shareholders' support. If that is the route they go down I think it would be remiss of Teck in terms of value for shareholders to not include us in that process," Nagle said.

Bidding 52

Bidding Pension Funds Stakes Shareholders 52

The Motley Fool

JANUARY 23, 2024

Both teams are excited to share how we'll create greater value for our customers and shareholders alike. With over $100 billion in debt reduction behind us and $7 billion return to shareholders in 2023, we remain fully focused day-in and day-out on using lean to improve how we serve our customers and deliver value for shareholders.

Banks 130

Banks Capital Debt Public Companies 130

The Motley Fool

OCTOBER 11, 2024

Successful execution of these goals should also result in multiple expansion for our shareholders. We celebrated the 25th anniversary of BlackRock becoming a public company, and we closed our acquisition of Global Infrastructure Partners. We ended the quarter with AUM near $11.5 trillion, 11.5 I appreciate. It's Martin.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

JULY 21, 2023

With that, I'll now turn it over to Jeff for his 85th earnings call as a public company CFO and his 41st and final call as the CFO of American Express. billion of capital to our shareholders in the second quarter, including common stock purchases of $1.1 I'm sure you will all enjoy getting to know him. We returned $1.6

Accounting 246

Accounting Capital Banks Companies 246

The Motley Fool

JUNE 18, 2024

We believe that a cash flow-enabled capital allocation strategy will drive higher shareholder returns, higher returns on assets, and ultimately, higher returns on equity. We are currently looking at approximately $6 billion to $8 billion of land that we expect to spin off into a new public company with no associated debt.

Debt 130

Debt Assets Capital Shareholders 130

The Motley Fool

OCTOBER 31, 2024

I'm excited to be here at BJ's and what lies ahead for our brand and for our shareholders. During this period, these excess funds will be returned to shareholders in the form of a well-structured and disciplined share repurchase program, similar to what was adopted post the leadership changes. Thank you for your time today.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Shareholders Debt 130

The Motley Fool

JANUARY 28, 2024

Of course, we've seen what happens when companies can't sustain their own operations and they have to go out and borrow, raise capital through share issuances and how that dilutes current shareholders. Does the company maintain a high standard of disclosure consistent with SEC guidelines? Well, that's the company is underdog.

Capital 130

Capital Securities and Exchange Commission (SEC) Shareholders Companies 130

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. We had no desire to become balance sheet heavy or to become an insurance company. Our float was about $1.5 We care intensely about credit.

Capital 130

Capital Asset Management Management Fees Assets 130