Buybacks – S&P 500 Companies in Blackout Period

Buybacks – S&P 500 Companies in Blackout Period S&P 500 companies are heading into their blackout window ahead of earnings season, a period when buyback activity tends to fade—though not completely disappear—for the next few weeks. Image: Deutsche Bank Asset Allocation

Announced Share Repurchases (U.S. Buybacks)

Announced Share Repurchases (U.S. Buybacks) The surge in S&P 500 buybacks this year, backed by solid earnings, liquidity, and targeted capital allocation, marks a pivotal year for shareholder value and market gains. Image: J.P. Morgan Equity and Quantitative Strategy

Annual S&P 500 Net Buyback Payout Ratio

Annual S&P 500 Net Buyback Payout Ratio Over the past decade, the buyback payout ratio in the S&P 500 has remained high and relatively steady, with buybacks serving as a primary way of delivering value to shareholders. Image: Goldman Sachs Global Investment Research

U.S. and Non-U.S. Share Announced Buybacks by Year

U.S. and Non-U.S. Share Announced Buybacks by Year JPMorgan strategists expect further strong growth in buyback volumes, noting that the first eight months of 2025 have already matched last year’s total, providing ongoing support for equity markets. Image: J.P. Morgan

S&P 500 Buyback Yield

S&P 500 Buyback Yield While S&P 500 share buybacks remain significant, their impact on reducing share counts and boosting returns to shareholders is diminishing compared to past years. Image: Goldman Sachs Global Investment Research

S&P 500 Sectors Announced Buybacks (Last 3 Months)

S&P 500 Sectors Announced Buybacks (Last 3 Months) Over the past three months, the Financial, Industrial, and Information Technology sectors have been at the forefront of buyback announcements, driving a major portion of repurchase activity in the U.S. market. Image: Deutsche Bank Asset Allocation

Announced Buyback Value

Announced Share Buybacks in the U.S. The ongoing pipeline of stock repurchase programs demonstrates strong confidence among executives and continues to underpin the U.S. stock market through 2025 and beyond. Image: Bloomberg

S&P 500 Annual Buybacks

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

Buyback Announcements

Buyback Announcements In 2025, U.S. companies are announcing record levels of share buybacks, aiming to return cash to shareholders, stabilize stock prices, and enhance EPS as they navigate economic and policy uncertainty. Image: Bloomberg

S&P 500 Earnings and Gross Buybacks

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