Stock Buybacks vs. S&P 500 Companies entering full blackout periods remove a key source of support for further market gains. While this doesn’t guarantee a market decline, it does raise the risk of short-term volatility or weakness as corporate demand wanes. Image: Real Investment Advice
S&P 500 Buybacks Despite ongoing uncertainty, S&P 500 companies are buying back shares at record levels in 2025, signaling robust confidence in their capital allocation and a focus on maximizing shareholder value rather than conserving cash. Image: Deutsche Bank Asset Allocation
S&P 500 Sectors Announced Buybacks (Last 3 Months) Over the past three months, the Financials, Information Technology, and Communication Services sectors have dominated stock buyback announcements in the U.S. market. Image: Deutsche Bank Asset Allocation
Buybacks – Announced Share Repurchases for S&P 500 Companies In 2025, U.S. companies are announcing record share buybacks, with repurchases projected to exceed $1 trillion—a move designed to boost stock prices, strengthen financial indicators, and instill confidence in investors. Image: J.P. Morgan
S&P 500 Weekly Announced Buybacks The slowdown in share buybacks during blackout periods reduces a key source of equity demand, which, in an overbought market, could worsen any weakness until buybacks resume in late July. Image: Deutsche Bank Asset Allocation
S&P 500 Annual Buybacks Goldman Sachs forecasts that S&P 500 share buybacks will surpass $1 trillion in 2025 for the first time, a milestone expected to provide a significant tailwind for U.S. equities. Image: Goldman Sachs Global Investment Research
Quarterly U.S. and Non-U.S. Share Announced Buybacks Strong share buyback announcements from U.S. companies signal their confidence in their financial health and their dedication to boosting shareholder value and stabilizing stock prices. Image: J.P. Morgan
Buybacks and S&P 500 Use of Cash S&P 500 companies are showing stronger growth in capital expenditure compared to share buybacks, signaling a shift in corporate spending priorities. Image: Goldman Sachs Global Investment Research
S&P 500 Earnings and Gross Buybacks With U.S. corporate earnings on the rise, share buybacks in 2025 are expected to exceed $1 trillion. Image: Deutsche Bank Asset Allocation
Buybacks Over the past two decades, share repurchase programs have become increasingly popular among U.S. corporations, with the trend showing no signs of slowing down. Image: Goldman Sachs Global Investment Research
Corporate Clients’ 4-Week Average Buybacks vs. S&P 500 Total Quarterly Buybacks BofA’s corporate clients are significantly increasing stock buybacks, defying recession fears and indicating a positive market outlook, suggesting these companies expect ongoing growth and stability in the future. Image: BofA Securities