Anonymous ID: c112e9 March 8, 2019, 7:11 a.m. No.5574299   ๐Ÿ—„๏ธ.is ๐Ÿ”—kun

CEOs aren't spending to buy back their company's stock so they can get richer: Goldman

 

Leave it to one of the most powerful investment banks on the planet to try and debunk the long-held belief among politicians that wealthy CEOs are trying to get richer by buying back their companyโ€™s stock.

 

Executives whose compensation depends on the performance of earnings per share didnโ€™t allocate a greater proportion of 2018 total cash spending to stock buybacks than companies where management pay is not linked to earnings per share, according to new research by Goldman Sachs.

 

Of the 247 companies in the S&P 500 with incentive compensation plans linked to EPS, Goldman found they spent a smaller share (28%) of their total cash outlays on buybacks versus the 253 firms without performance tied to EPS (32%). The 49% of S&P 500 companies with EPS-linked compensation accounted for just 44% of total 2018 stock buybacks of $360 billion.

 

โ€œOne of the greatest misconceptions in the public discourse surrounding corporate buybacks is the belief that managements only repurchase stock in an attempt to inflate EPS and meet incentive compensation targets. However, the facts do not support this story,โ€ contends Goldman Sachs strategist David Kostin.

 

Goldmanโ€™s snazzy data will likely do little to temper building outrage in Washington D.C. that big companies used the cash influx from the Trump tax cuts to buy back stock. Doing so has the effect of reducing the share count of a company, lifting earnings per share, and depending on the company โ€” lifting yearend bonuses for management teams.

 

S&P 500 earnings grew by a heady 23% in 2018 as companies dumped about $1 trillion into stock buybacks.

 

Stock Buybacks: A Breakdown

 

https://www.investopedia.com/articles/02/041702.asp

 

Corporate Buybacks Set Records.

 

https://markonomics101.com/2018/12/12/chart-of-the-day-2-stock-buybacks-vs-standard-poors-500/

Anonymous ID: c112e9 March 8, 2019, 7:44 a.m. No.5574666   ๐Ÿ—„๏ธ.is ๐Ÿ”—kun

>>5574627

it's their data so you are somewhat correct. The markets are a bigger issue because of this chart.

It shows how much actual credit was created and pumped into the system starting at end of 2012.

This will need to be dealt with in any case.