Buyback Announcements and News

2/5/2026

Insider transaction: Bank7 Corp EVP; CFO Kelly Harris discloses sale of 4.5K shares - Form 4 ($45.48, 0.00)

  • Harris beneficially owns 12.8K (8.6K restricted) shares of common stock following the transaction.

2/5/2026

Post Holdings reports Q1 adjusted EBITDA $418.2M vs FactSet $383.1M [6 est, $376.1-391.5M]; announces new $500M buyback ($104.41, 0.00)

  • Reports Q1:
    • EPS $2.13 ex-items vs FactSet $1.69 [8 est, $1.55-1.79]
    • Revenue $2.17B vs FactSet $2.17B [6 est, $2.13-2.19B]
  • FY Guidance (Sep 2026):
    • Adjusted EBITDA $1.55-$1.58B vs prior guidance $1.50-$1.54M and FactSet $1.53B [6 est, $1.51-1.54B]
    • Reiterates capital expenditures to range between $350-$390M, which includes continued Foodservice investment in cage-free egg facility expansion and the completion of the Norwalk, Iowa precooked egg facility expansion, for aggregate expenditures of $80-$90M.
  • Share repurchase authorization:
    • On 3-Feb-26, Post's board approved a new $500M share repurchase authorization. Shares repurchased under the new authorization may begin on 7-Feb-26. As of 4-Feb-26, Post had $122.1M remaining under its existing $500M share repurchase authorization, which became effective on 27-Nov-25 and will be cancelled effective 6-Feb-26.

2/5/2026

AptarGroup reports Q4 EPS $1.25 ex-items vs FactSet $1.23 [7 est, $1.20-1.27] ($123.98, 0.00)

  • Reports Q4:
    • Revenue $962.7M vs FactSet $878.6M [6 est, $864.9-895.2M]
    • Adjusted EBITDA $190.8M vs FactSet $191.1M [6 est, $188.2-195.2M]
  • Share Repurchases
    • The board has approved a new authorization for the repurchase of up to $600M of the company's common stock.
    • This new authorization replaces all previous authorizations.
  • Q1 Guidance:
    • EPS $1.13 to $1.21 ex-items vs FactSet $1.15 [7 est, $1.11-1.20]
    • Assumes an effective tax rate range of 21.0%-23.0%
    • In 2026, capital investments are expected to be in the range of $260M-$280M.
  • Outlook:
    • "Looking ahead to Q1 and 2026, we expect strong growth within Pharma outside of emergency medicine, which is going through a period of destocking. Injectables, systemic nasal drug delivery and our consumer healthcare solutions are expected to deliver continued growth. In Beauty, we are seeing early signs of strengthening demand in prestige fragrance, and Closures is expected to deliver steady performance as innovation and category conversion continue to lead the way. We believe that our determination to drive further productivity gains, combined with a strong balance sheet, provides the ability to return capital to shareholders while retaining strategic flexibility and continuing to invest in the business for long‑term value creation."

2/5/2026

Insider transaction: Tractor Supply CEO Harry Lawton discloses sale of 84.7K shares - Form 4 ($54.48, 0.00)

  • Lawton beneficially owns 609.0K shares of common stock (including indirectly) following the transaction.

2/5/2026

Diamondback Energy repurchases 2.0M shares from holder SGF Fang pursuant to previously disclosed repurchase agreement - 13D/A ($164.78, 0.00)

  • On 3-Feb-26, the company agreed to repurchase 1.0M shares of Company common stock held by SGF FANG at the most recent NASDAQ closing price of $162.88 per share, and on 4-Feb-26, the company agreed to repurchase 1.0M shares of Company common stock held by SGF FANG at the most recent NASDAQ closing price of $168.99 per share.

2/5/2026

Insider transaction: Brinker International EVP, COO and CPO Aaron White discloses sale of 7K shares - Form 4 ($160.64, 0.00)

  • White beneficially owns 42.8K shares of common stock following the transaction.

2/5/2026

Doximity reports Q3 EPS $0.46 ex-items vs FactSet $0.45 [20 est, $0.37-0.48] ($33.32, 0.00)

  • Reports Q3:
    • Revenue $185.1M vs FactSet $181.6M [19 est, $180.3-192M]
    • Adjusted EBITDA $111.4M vs FactSet $104.1M [19 est, $102.2-111M]
  • Q4 Guidance:
    • Revenue $143M-$144M vs FactSet $150.4M [19 est, $147.8-158.7M]
    • Adjusted EBITDA $63.5M-$64.5M vs FactSet $73.0M [19 est, $69.7-83.4M]
  • FY Guidance (Mar 2026):
    • Revenue $642.5M-$643.5M vs FactSet $645.3M [21 est, $625-664.3M]
    • Adjusted EBITDA $355.5M-$356.5M vs FactSet $356.6M [21 est, $339-372.4M]
  • Stock Repurchase Program
    • Doximity's board authorized another program to repurchase up to $500M of the company's Class A common stock.
    • The repurchase program has no expiration date

2/5/2026

Mitek Systems reports Q1 EPS $0.26 ex-items vs FactSet $0.18 [5 est, $0.16-0.21] ($9.82, 0.00)

  • Reports Q1:
    • Revenue $44.2M vs FactSet $42.5M [5 est, $42-43M]
    • Adjusted EBITDA $13.3M vs FactSet $9.3M [5 est, $8.9-9.8M]
  • On 5-Feb-26, the board of the company approved a new share repurchase program, authorizing the company to repurchase up to $50M of its common stock.
    • The new share repurchase program will become effective at the completion of the company's 2024 share repurchase program and will remain effective for a period of up to two years.
  • Q2 Guidance:
    • Revenue $50-55M vs FactSet $50.5M [5 est, $48-52.4M]
  • FY Guidance (Sep 2026):
    • Revenue $187-197M vs prior guidance $185-195M and FactSet $190.9M [5 est, $190-193M]
      • Fraud & Identity solutions revenue $102 - $107M
    • Adjusted EBITDA margin 29-32% vs prior guidance 27-30%
  • Editor's Note: This comment was revised to correct the prior FY guidance on Adjusted EBITDA margin from 28-29% to the correct comparison of 27-30%. We apologize for the error. (05-Feb-2026, 17:30 ET)

2/5/2026

Simon announces new $2.0B common stock repurchase program ($197.26, 0.00)

  • Under the new program, the company may purchase up to $2.0B of its common stock through 29-Feb-28, as market conditions warrant.
  • This new $2.0B program replaces the previous $2.0B program that had been scheduled to expire on 15-Feb-26, of which ~$1.7B remained available.

2/5/2026

Reddit reports Q4 adjusted EBITDA $327M vs FactSet $285.7M [24 est, $276-304.8M], announces $1B share repurchase program ($151.05, 0.00)

  • Reports Q4:
    • Revenue $726M vs FactSet $665.9M [24 est, $640-694.2M]
    • EPS $1.24 vs FactSet $0.94 [23 est, $0.77-1.13]
    • Free cash flow $264M vs FactSet $250.0M
    • Gross margin was 91.9%, as compared to 92.6% in the prior year
  • Q1 Guidance:
    • Adjusted EBITDA $210M-$220M vs FactSet $202.9M [23 est, $173.3-243.3M]
    • Revenue $595M-$605M vs FactSet $576.9M [22 est, $539-624.9M]
  • Share repurchase program:
    • Reddit also announced today that its board authorized a share repurchase program to purchase up to $1B of our Class A common stock.
      • Under the Share Repurchase Program, we may repurchase shares of our Class A common stock from time to time on the open market (including via pre-set trading plans), in privately negotiated transactions, or through other transactions in accordance with applicable securities laws. The Share Repurchase Program does not obligate us to acquire any particular amount of Class A common stock, has no expiration date, and may be suspended or discontinued at any time at our discretion.