Our Scans · (FS.3.03) Shareholders · Weekly Summary

• [New] In 2026, we will see shareholders take a more vested stake in how companies are using AI agents to work smarter while still ensuring trustworthy outcomes. Salesforce
• [New] For the first time in a decade, the return on equity of listed euro area banks has surpassed their cost of equity, driven by continually improving earnings and a decline in risk premia that has translated into lower returns required by shareholders. EIN Presswire
• [New] With organic sales growth accelerating to 4.3% in the quarter and a revised cost-cutting program targeting CHF 3.0 billion in savings by 2027, the Swiss multinational is recalibrating its operations to prioritize profitability and shareholder returns. Ainvest
• [New] For the full-year 2025, shareholder returns via buybacks and dividends from S&P 500 companies are expected to easily set a record expenditure, posting a double-digit gain for buybacks and a mid-single-digit gain for dividends. Investing News Network (INN)
• Siemens plans to deconsolidate Siemens Healthineers by transferring 30% of Siemens Healthineers shares to Siemens AG shareholders by way of a spin-off. Imaging Technology News
• Energy companies, including Imperial Oil, might strategically pivot to maximize returns by accelerating capital expenditures in high-return projects, optimizing production, and potentially increasing shareholder returns through dividends or buybacks. The Chronicle-Journal
• With $451 million in free cash flow and a revised share repurchase target of $ 1.2-$ 1.3 billion for fiscal 2026, Autodesk is balancing reinvestment in AI R&D with direct shareholder returns. Ainvest
• Strategic focus on the Spanish core and improved asset quality lower risk and support increased shareholder returns and long-term earnings growth. Simply Wall St
• The UK's latest investor group argues that shareholder power actually acts as a draw to institutional investment because governance and growth go hand-in-hand - investors will seek opportunities in the UK's capital markets if they know they can positively shape the companies they invest in. Top1000Funds.com
• In ACCR's view, shareholders seeking greater transparency around the risks associated with Shell's uniquely bullish LNG strategy should vote in favour of resolution 22. ACCR
• Aiming to maximize shareholder value in the next few years, the mix of focused activist efforts and Buffett's influence on management and strategic decisions could signal a turning point in Boeing's history. Forbes
• S&P 500 companies saw particularly notable increases in the use of G metrics for audit and risk oversight, cybersecurity, and shareholder engagement. The Harvard Law School Forum on Corporate Governance
• ADNOC's steadfast focus on becoming one of the world's first truly AI-native energy companies will unlock value across the ADNOC ecosystem, providing each listed company with opportunities that benefit it and its shareholders. Economy Middle East
• An increase in share repurchases indicates corporate America's willingness to deploy cash in a time of tariff uncertainty, as well as reward their shareholders, both which could have positive implications for the US economy. investing.com
• Broader Uranium Asset Footprint: Combines Aero's Athabasca Basin uranium assets with Kraken's U.S. uranium assets, building a robust, dual-jurisdiction portfolio that reduces risk and increases potential returns for all shareholders. Junior Mining Network
• Musk is making moves that could change the way millions of Americans access the internet by boosting Starlink, the satellite-based internet company operated by his company, SpaceX, of which he is the founder, CEO, and major shareholder. Vox
• As U.S. stock indices reach new heights following a tamer-than-expected inflation report, investors are increasingly focused on growth companies with strong insider ownership, which can signal confidence and alignment with shareholder interests. Yahoo Finance
• ADNOC's steadfast focus on becoming one of the world's first truly AI-native energy companies will unlock value across the ADNOC eco-system, providing each listed company with opportunities that benefit it and its shareholders. Energy Connects
• The European Commission's recent decision to fine Delivery Hero and Glovo for cartel conduct has placed a renewed spotlight on the antitrust risks that can arise from minority shareholdings in competitors. Mondaq
• To be a shareholder in Alibaba today, you need belief in its ability to convert large-scale investments in AI and cloud into sustained revenue and margin growth, despite persistent regulatory and competitive risks. Simply Wall St

Last updated: 09 December 2025