midjj schreef op 23 oktober 2021 21:13:
[...]
OneMain staat bij mij mij ook al een tijdje op de radar en rond deze niveau's ben ik koper.
Op de Yahoo forums vond ik de volgende info, men is kennelijk bang voor Dividend cuts omdat de Board heeft aangegeven meer te gaan focussen op aandelen inkoop. Lood om oud ijzer, maar voor Amerikaanse paniek kippetjes die alleen uit zijn op een hoog dividend, reden om meteen te verkopen:)
I know it was discussed somewhere on the board, but I am pasting from today’s transcript on future dividends and buy backs.
Doug Shulman -- Chairman of the Board & Chief Executive Officer
Yes, I mean, let's let me give you just some thoughts on our capital return strategy. Just as you know, it's evolved over time. It was only two years ago, or two and a half years ago, we actually started returning capital to shareholders after we deleveraged very significantly, we started out with a $1, regular dividend, we then added specials, we've moved that dividend up, the regular dividend now, up to $2.80. We've always said that, we kind of modulate that around our stress tests and because we want to make sure even in a severely stressed environment, that we're able to pay that dividend. So and then we added buybacks at the beginning of this year and you saw we did about $140 million of buybacks in the quarter. So as you've seen, over time, we've put a lot more regularity and predictability into our capital return. And I think people should think about that regularity and predictability. That's the path that we're continuing on. We don't -- we can't give you an exact dividend versus buybacks. I do think we're going to continue to be a high yielding stock but buybacks are now part of our capital return strategy. And we anticipate it being part of our capital return strategy going forward.
Andere gebruiker:
In the last 12 months, OMF has paid out $9.55 per share in regular and enhanced (special) dividends which equated to a yield of 16% based on share price prior to earnings announcement. Going forward, based on their new strategy, though yields as high as the mid-teens may not continue, it appears OMF Senior team is committed to still being a "HIGH" yielding stock.