Buyback Announcements and News

2/26/2026

Insider transaction: Oceaneering International SVP & COO Benjamin Laura discloses sale of 43.8K shares - Form 4 ($37.57, 0.00)

  • Laura beneficially owns 49.5K shares of common stock following the transaction.

2/26/2026

Obsidian Energy announces TSX approval for renewal of Normal Course Issuer Bid (C$10.50, 0.00)

  • Obsidian Energy announced that the Toronto Stock Exchange has accepted Obsidian Energy's notice of intention to renew our normal course issuer bid.
    • The NCIB allows Obsidian Energy to purchase up to 6.5M common shares (representing 10% of the company's public float, as defined by the TSX, as of 17-Feb-26) over a period of 12 months commencing on 3-Mar-26.
    • On 17-Feb-26, Obsidian Energy had 67.3M common shares outstanding and 64,585,363 common shares in our public float. The NCIB will expire no later than 2-Mar-27.
    • The company is permitted to repurchase up to 7.1M common shares under its current NCIB that commenced on 3-Mar-25, and will expire on 2-Mar-26. As at 17-Feb-26, Obsidian Energy had repurchased 7.1M common shares on the open market, which was the maximum allowed under our expiring NCIB, at a VWAP per common share of ~$7.16 per share.

2/26/2026

Grindr reports Q4 adjusted EBITDA $54.9M vs FactSet $47.3M [4 est, $45.8-48.6M] ($11.71, 0.00)

  • Reports Q4:
    • Revenue $126M vs FactSet $117.0M [4 est, $115.5-118.4M]
  • FY Guidance (Dec 2026):
    • Adjusted EBITDA >$217M vs FactSet $259.5M [4 est, $253.7-263.5M]
    • Revenue >$528M vs FactSet $624.5M [4 est, $608.9-639.3M]
  • Q1 Guidance:
    • "While we do not provide guidance on a quarterly basis, we currently expect our revenue growth rate and adjusted EBITDA margin in Q1 to pace well ahead of our annual results
  • Repurchase Plan:
    • The company also announced that its board has authorized an increase in the company's share repurchase program by up to an additional $400M, and extended the program to March 2029.
    • The increase is on top of the ~$50M of repurchase authority remaining under the $500M originally announced in March 2025.

2/26/2026

Epsilon Energy to launch share repurchase program of up to 3.0M shares representing 10% of shares outstanding ($4.91, 0.00)

  • The board approved a new one-year share repurchase program, under which the company is authorized to repurchase up to 3.0M common shares, representing 10% of the current outstanding common shares of Epsilon, for an aggregate purchase price of not more than US $15.0M, pursuant to a normal course issuer bid.
    • The one-year period commenced on 19-Feb-26. The program will end on 18-Feb-27

2/26/2026

MidCap Financial Investment reports Q4 NII/sh $0.39 vs FactSet $0.37 [8 est, $0.36-0.38]; cuts dividend and announces new $100M repurchase authorization ($10.53, 0.00)

  • Reports Q4:
    • Total investment income $78.4M vs FactSet $78.8M [6 est, $77.9-80.1M]
    • NAVPS $14.18 vs $14.66 at 30-Sep-25
    • Repurchased 1.1M shares for an aggregate cost of $12.9M during the quarter, generating $0.03 per share of NAV accretion
  • Quarterly Dividend:
    • Cuts quarterly dividend by 18.4% to $0.31 from $0.38.
    • Payable 26-Mar-26; record 10-Mar-26.
    • The new annualized dividend yield is 11.78% vs prior annualized dividend yield of 14.43%.
  • Repurchase
    • The board authorized a new $100M stock repurchase plan
    • The new Repurchase Plan is in addition to the company's existing share repurchase authorization, of which ~$7.9M of repurchase capacity remains.
    • Accordingly, the company now has ~$107.9M available for stock repurchases under its repurchase program.
  • Management Comments:
    • "We delivered solid net investment income in Q4. The overall portfolio continues to show resilience as evidenced by our relatively steady credit metrics. In light of changes in base rates and other factors, we have re-assessed the long-term earnings power of the company, and the board has concluded that it was prudent to adjust the dividend at this time. Accordingly, the board has declared a quarterly dividend of $0.31 per share."
    • "Apollo's longstanding commitment has been to deliver positive outcomes in all instances where we manage investor capital. With respect to the public vehicles we manage across different asset classes, we have been active in evaluating potential strategies and options with the objective of maximizing realizable value for stockholders. During Q4, the market presented us with what we viewed as an attractive opportunity to repurchase MFIC stock at a significant discount to NAV, generating approximately three cents per share of NAV accretion for stockholders. At these trading levels, we continue to believe allocating capital toward stock repurchases is more accretive than deploying capital into new investments.

2/26/2026

Rexford Industrial announces recent business activity and participation in upcoming conference on 2-Mar ($37.88, 0.00)

  • Disposition Activity
    • Year to date through 25-Feb-26, the company sold two properties for an aggregate sales price of $41.2M, including:
      • 14005 Live Oak Avenue, Irwindale, in the Los Angeles - San Gabriel Valley submarket for $14.5M, or $65 per land square foot.
      • 18250 Euclid Street, Fountain Valley, in the Orange County - Airport submarket for $26.7M, or $425 per square foot.
    • The company has ~$185M in dispositions under contract or accepted offer, including five properties that were in the near-term development pipeline.
  • Share Repurchase Activity
    • In February, the company repurchased 2.7M shares of its common stock for $100.0M at a weighted average price of $37.45 per share under the new $500M share repurchase program previously authorized by the board.
    • The company has $400M of availability under the current program.

2/26/2026

AXIS Capital announces new $300M share buyback ($104.61, 0.00)

  • This new share repurchase program supplements the existing share repurchase program, which was authorized on 17-Sep-25, under which, as of 31-Dec-25, $112M remains available for use

2/26/2026

Lamar Advertising extends stock and debt repurchase programs ($135.71, 0.00)

  • Lamar announces that its board has authorized the extension of its existing (1) stock repurchase program, which provides for the repurchase of up to an additional $250M of its Class A common stock and (ii) debt repurchase program, which provides for the repurchase by Lamar Media Corp., its wholly owned subsidiary, of up to $250M of Lamar Media Corp.'s outstanding senior notes and other indebtedness outstanding from time to time under Lamar Media Corp.'s credit agreement.
  • The repurchase programs, which were previously set to expire on 31-Mar-26, have been extended through 30-Sep-27.

2/26/2026

PAR Technology reports Q4 EPS $0.06 vs FactSet $0.06 [6 est, $0.02-0.08] ($22.46, 0.00)

  • Reports Q4:
    • Revenue $120.1M vs FactSet $116.3M [10 est, $112.6-121.3M]
    • Adjusted EBITDA $7.0M vs FactSet $7.4M [9 est, $7-8.2M]
    • Subscription Service Gross Margin Percentage 65.8 vs. 64.7 year-ago
    • Engagement Cloud
      • ARR at end of Q4 '25 totaled $185.4M
      • Active Sites as of 31-Dec-25 totaled 121.8K
    • Operator Cloud
      • ARR at end of Q4 '25 totaled $130.0M
      • Active Sites as of 31-Dec-25 totaled 60.1K
  • Management Comments:
    • We continue to find that AI depends on our enterprise orchestration to work effectively. This observation is setting PAR up to become the AI platform and partner to our customers as they look to navigate their journey to an AI-first world.
  • Share Repurchase Program
    • PAR also announced that, effective today, its board has authorized a share repurchase program pursuant to which PAR may repurchase up to $100M of its common stock in open market purchases, privately negotiated transactions, block trades, accelerated share repurchase transactions, or by other means.

2/26/2026

DoubleVerify reports Q4 adjusted EBITDA $77.8M vs FactSet $79.1M [19 est, $77.2-80.1M] ($9.53, 0.00)

  • Reports Q4:
    • Revenue $205.6M vs FactSet $208.8M [19 est, $207.4-209.2M]
    • GAAP EPS $0.18 vs FactSet $0.16 [16 est, $0.10-0.20]
  • Q1 Guidance:
    • Adjusted EBITDA $48-52M vs FactSet $50.0M [15 est, $47.0-55M]
    • Revenue $177-183M vs FactSet $180.2M [15 est, $176.1-185M]
  • FY Guidance (Dec 2026):
    • Revenue $810-826M vs FactSet $828.5M [20 est, $812.2-847.1M]
    • Adjusted EBITDA margin of ~34%.
  • Share Repurchase Program:
    • Repurchased 8.4M shares for $132.3M in full-year 2025.
    • $300.0M authorized for share repurchases as of 26-Feb-26, the largest amount in DV's history.
    • Ended the full year 2025 with ~$260M in cash and cash equivalents, with no debt outstanding.
  • Management Comments:
    • "As we enter 2026, the catalysts that will drive our future growth are in-market and scaling well. Social and Streaming TV innovations and advanced solutions addressing the growing impact of AI traffic and agentic buying are driving further market differentiation and delivering a revenue mix that is increasingly aligned with the fastest-growing areas of digital advertising. And, opportunities in the emerging market of AI Chatbot advertising continue to expand our potential TAM. With strong customer retention, a more diversified growth profile and expanding market share, we are well positioned to drive durable growth, stronger profitability, and long-term shareholder value, a conviction reinforced by the board's approval of our largest share repurchase authorization to date."
    • "We delivered strong profitability and cash generation in Q4 and throughout 2025, highlighting the durability and operating leverage of our model," said Nicola Allais, CFO of DoubleVerify. "Adjusted EBITDA margin reached 38% in Q4 and 33% for the full year, while operating cash flow increased by approximately one-third to $211M representing a free cash flow conversion of 70% for the full year. With a strong balance sheet, no debt, and significant financial flexibility, we are executing a disciplined capital allocation strategy, investing in growth while returning capital to shareholders. Our full year 2026 guidance of 8% to 10% y/y revenue increase and 34% adjusted EBITDA margin outlines another year of top line growth coupled with expanding profitability."