Latest news with #shareholderreturn
Bloomberg
2 days ago
- Business
- Bloomberg
Mediobanca Vows to Boost Payouts to Fend Off Monte Paschi Bid
Mediobanca SpA plans to return €4.9 billion ($5.7 billion) to shareholders by 2028, as the Italian lender seeks to defend against a takeover bid from rival Banca Monte dei Paschi di Siena SpA. The bank sees revenue growing to above €4.4 billion by 2028, at an annual rate of 6%, it said in a strategy update disclosed Friday. Net profit is seen rising to almost €2 billion over the same period.
Yahoo
14-06-2025
- Business
- Yahoo
Zeta Global Holdings (NYSE:ZETA) Co-founder John Sculley Retires
Zeta Global Holdings recently experienced a 13% decline in its share price over the past week, which contrasts with a flat performance in the broader market. This downturn coincides with significant developments within the company, including the retirement of Co-founder and Vice Chairman John Sculley. While this leadership change could have contributed to investor uncertainty, the concurrent launch of 'Zeta Answers', an AI-driven intelligence framework, positions the company as a continuing innovator in marketing technology. Despite the market's stability and a positive growth outlook, these internal changes may have added weight to the downward price movement. We've identified 1 risk with Zeta Global Holdings and understanding the impact should be part of your investment process. Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit. The recent changes at Zeta Global Holdings, namely the retirement of Co-founder and Vice Chairman John Sculley and the launch of 'Zeta Answers', have stirred mixed reactions among investors. While the leadership transition may induce short-term uncertainty, the introduction of an AI-driven framework could reinforce the company's innovative edge in marketing technology. Over the past three years, Zeta's total shareholder return stood at 131.18%, highlighting a positive return despite recent volatility. However, in the past year, Zeta underperformed compared to the US Software industry's 19.1% return and the broader US market's 10.6% increase. The internal developments might influence revenue and earnings projections, especially with a focus on AI and acquisitions like LiveIntent, aimed at boosting market share and profitability. Analysts project Zeta's revenue to grow at a 14.2% annual rate, surpassing the US market average of 8.7% per year. Nevertheless, a 13% share price decline over the past week contrasts with a stable broader market, indicating investor wariness towards these changes. Despite this decline, the current share price of US$13.45 offers a substantial discount to the consensus analyst price target of US$30.17, suggesting room for future appreciation if forecasted growth materializes. Navigate through the intricacies of Zeta Global Holdings with our comprehensive balance sheet health report here. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:ZETA. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Yahoo
14-06-2025
- Business
- Yahoo
Zeta Global Holdings (NYSE:ZETA) Co-founder John Sculley Retires
Zeta Global Holdings recently experienced a 13% decline in its share price over the past week, which contrasts with a flat performance in the broader market. This downturn coincides with significant developments within the company, including the retirement of Co-founder and Vice Chairman John Sculley. While this leadership change could have contributed to investor uncertainty, the concurrent launch of 'Zeta Answers', an AI-driven intelligence framework, positions the company as a continuing innovator in marketing technology. Despite the market's stability and a positive growth outlook, these internal changes may have added weight to the downward price movement. We've identified 1 risk with Zeta Global Holdings and understanding the impact should be part of your investment process. Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit. The recent changes at Zeta Global Holdings, namely the retirement of Co-founder and Vice Chairman John Sculley and the launch of 'Zeta Answers', have stirred mixed reactions among investors. While the leadership transition may induce short-term uncertainty, the introduction of an AI-driven framework could reinforce the company's innovative edge in marketing technology. Over the past three years, Zeta's total shareholder return stood at 131.18%, highlighting a positive return despite recent volatility. However, in the past year, Zeta underperformed compared to the US Software industry's 19.1% return and the broader US market's 10.6% increase. The internal developments might influence revenue and earnings projections, especially with a focus on AI and acquisitions like LiveIntent, aimed at boosting market share and profitability. Analysts project Zeta's revenue to grow at a 14.2% annual rate, surpassing the US market average of 8.7% per year. Nevertheless, a 13% share price decline over the past week contrasts with a stable broader market, indicating investor wariness towards these changes. Despite this decline, the current share price of US$13.45 offers a substantial discount to the consensus analyst price target of US$30.17, suggesting room for future appreciation if forecasted growth materializes. Navigate through the intricacies of Zeta Global Holdings with our comprehensive balance sheet health report here. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:ZETA. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Zawya
04-06-2025
- Business
- Zawya
New Bain & Company Analysis reveals Zero-Based Cost Management can cut costs by up to 25% and boost shareholder returns by 150%
Middle East – Bain & Company's latest cost-management analysis, The New Case for Zero-Based Cost Management, explains how a clean-sheet approach to cost discipline helps companies offset rising costs, free up funds to reinvest in growth and resilience, and widen their lead on competitors, even in turbulent times. Zero-based cost management enables leadership teams to rapidly shrink the firm's cost base as much as 25 percent and redeploy savings to spur growth, expand operating margins, and boost flexibility and competitiveness. Bain's 2025 Operations Reinvention COO Survey finds that two-thirds of global executives say new tariffs are forcing them to accelerate cost cuts and price increases. Bain's analysis of 5,000 companies globally shows that sustained value creators, those delivering both real top-line growth and positive economic value added over the past decade, have outperformed peers by 150 percent in total shareholder return. These leaders embed profitable-growth capabilities that hold up throughout economic cycles, industries, and geographies, underscoring the role of cost discipline in long-term outperformance. The brief describes three levels of cost management: Benchmarking and setting targets – the brute-force approach most companies use, with cost reductions that typically last only one or two years before creeping back. Redesigning the work – some firms deploy zero-based redesign (ZBR) to reset how work is done, strengthen capabilities that provide competitive differentiation while streamlining functions that are less critical, and tap generative AI for larger productivity gains. Embedding a cost-management mindset – the few winners that sustain gains treat cost discipline as a strategic priority, build capabilities in people, processes, and technology to create and sustain impact, foster a culture of ownership and continuous improvement, and use zero-based budgeting to reallocate scarce resources to their most productive uses. The most effective companies share a distinguishing feature when retooling costs: CEO and CFO engagement in a full change management effort. These leaders acknowledge at the outset that cost management requires new skills and a new mindset. They play a major role in shaping the goal and ambition, and design programs that address the potential barriers to change. Finally, they build the strategic case for change, instead of just implementing it. In doing so, they bring the organization with them. Businesses face an increasingly unpredictable future as costs mount and risks multiply. Those that embrace all three levels of cost management will be able to navigate near-term market shifts, even as they gain a competitive edge for the long term. About Bain & Company Bain & Company is a global consultancy that helps the world's most ambitious change makers define the future. Across 65 cities in 40 countries, we work alongside our clients as one team with a shared ambition to achieve extraordinary results, outperform the competition, and redefine industries. We complement our tailored, integrated expertise with a vibrant ecosystem of digital innovators to deliver better, faster, and more enduring outcomes. Our 10-year commitment to invest more than $1 billion in pro bono services brings our talent, expertise, and insight to organizations tackling today's urgent challenges in education, racial equity, social justice, economic development, and the environment. We earned a platinum rating from EcoVadis, the leading platform for environmental, social, and ethical performance ratings for global supply chains, putting us in the top 1% of all companies. Since our founding in 1973, we have measured our success by the success of our clients, and we proudly maintain the highest level of client advocacy in the industry.
Yahoo
02-06-2025
- Business
- Yahoo
Those who invested in Karin Technology Holdings (SGX:K29) a year ago are up 79%
Most people feel a little frustrated if a stock they own goes down in price. But sometimes broader market conditions have more of an impact on prices than the actual business performance. The Karin Technology Holdings Limited (SGX:K29) is down 19% over a year, but the total shareholder return is 79% once you include the dividend. And that total return actually beats the market return of 21%. However, the longer term returns haven't been so bad, with the stock down 14% in the last three years. So let's have a look and see if the longer term performance of the company has been in line with the underlying business' progress. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. While markets are a powerful pricing mechanism, share prices reflect investor sentiment, not just underlying business performance. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. Unhappily, Karin Technology Holdings had to report a 59% decline in EPS over the last year. The share price fall of 19% isn't as bad as the reduction in earnings per share. So the market may not be too worried about the EPS figure, at the moment -- or it may have expected earnings to drop faster. The company's earnings per share (over time) is depicted in the image below (click to see the exact numbers). It might be well worthwhile taking a look at our free report on Karin Technology Holdings' earnings, revenue and cash flow. When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. In the case of Karin Technology Holdings, it has a TSR of 79% for the last 1 year. That exceeds its share price return that we previously mentioned. This is largely a result of its dividend payments! It's nice to see that Karin Technology Holdings shareholders have received a total shareholder return of 79% over the last year. And that does include the dividend. Since the one-year TSR is better than the five-year TSR (the latter coming in at 23% per year), it would seem that the stock's performance has improved in recent times. Someone with an optimistic perspective could view the recent improvement in TSR as indicating that the business itself is getting better with time. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. Like risks, for instance. Every company has them, and we've spotted 4 warning signs for Karin Technology Holdings (of which 1 is concerning!) you should know about. If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this free list of companies that have proven they can grow earnings. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Singaporean exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
