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14 handpicked stocks

Capital Returns: The Shareholder Yield Play

Following Charles Schwab's massive $20 billion stock buyback and dividend increase, this theme focuses on other financially robust companies that are similarly rewarding their investors. The strategy is to invest in firms with strong cash flows and a commitment to returning capital to shareholders.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 25

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

SCHW

Charles Schwab Corp., The

SCHW

Current price

$96.11

The Charles Schwab Corporation leading the shareholder return movement with its $20 billion buyback program and 8% dividend increase.

CSWC

Capital Southwest Corporation

CSWC

Current price

$22.46

Capital Southwest Corporation demonstrating strong shareholder-friendly capital allocation practices.

CHTR

Charter Communications, Inc.

CHTR

Current price

$267.80

Charter Communications showing commitment to returning capital to shareholders through strategic buyback programs.

About This Group of Stocks

1

Our Expert Thinking

Following Charles Schwab's massive $20 billion buyback and dividend increase, we've identified companies that share similar shareholder-friendly characteristics. These firms consistently generate strong cash flows and prioritize returning capital to investors through share repurchases and dividend payments, creating a dual opportunity for capital appreciation and steady income.

2

What You Need to Know

This group focuses on financially robust companies with strong balance sheets and proven track records of disciplined capital allocation. These businesses typically maintain high return on equity and use their earnings strategically for buybacks or dividend growth, making them attractive for investors seeking both quality and yield in the current market environment.

3

Why These Stocks

Each stock in this group was handpicked by professional analysts based on their commitment to rewarding shareholders and their ability to generate consistent cash flows. These companies demonstrate the same confidence in future earnings that Schwab showed with its historic capital return announcement, potentially setting new benchmarks for shareholder rewards.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+10.50%

Group Performance Snapshot

10.5%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 10.5% over the next year.

3 of 14

Stocks Rated Buy by Analysts

3 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

💰

Cash Back to You

These companies are literally putting money back in shareholders' pockets through buybacks and dividends. When businesses have this much confidence in their future, it often signals strong performance ahead.

🚀

The Schwab Effect

Schwab's massive $20 billion buyback could pressure other companies to follow suit with their own shareholder rewards. Being positioned early in similar companies could mean catching the wave before it peaks.

🎯

Double-Duty Returns

This strategy offers two ways to win: steady dividend income plus potential stock price appreciation from buybacks reducing share count. It's like getting paid while you wait for growth.

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