Key Highlights

  • Match Group repurchased 9.6 million shares for $336 million year to date and 1.1 million more for $44 million in October.
  • Herbalife authorized a $250 million repurchase program with buying set to begin in the fourth quarter of 2026.
  • Choice Hotels International repurchased $172 million of stock through Sep 30 and expects about $200 million for 2026.
  • Roku repurchased $162.7 million of stock in nine months before suspending its program after a Merger agreement.
  • Cabot repurchased $146 million of shares in fiscal 2026, including $45 million in the fourth quarter.

Which Companies Reported Share Buybacks With Their Results?

Five companies that reported on Nov 2, 2026 disclosed repurchase activity, though the stages differ. Match Group (NASDAQ:MTCH) reported Revenue of $891.2 million, down 2.5% (calculated), and bought back 9.6 million shares for $336 million year to date. Herbalife (NYSE:HLF) reported net sales of $1,350.2 million, up 6.0%, and authorized a $250 million program that starts in the fourth quarter. Choice Hotels International (NYSE:CHH) reported revenue of $458.3 million and repurchased $172 million through Sep 30.

Roku (NASDAQ:ROKU) reported revenue of $1.502 billion, up 24%, and repurchased $162.7 million over nine months before suspending its program after signing a merger agreement. Cabot (NYSE:CBT) reported fourth-quarter revenue of $1,009 million, up about 12.2% (calculated), and repurchased $146 million in fiscal 2026.

The periods are not identical. Cabot's figure covers its fiscal year ended Sep 30, 2026, while the others are year-to-date or nine-month totals, and Herbalife has not yet repurchased any shares under its new plan.

Match Group: How Much Cash Went to Repurchases?

Match Group reported revenue of $891 million versus $914 million a year earlier, with Net Income of $174.4 million compared with $160.7 million. Payers fell 5% to 13.8 million, and Hinge revenue grew 19% to $221 million.

Year to date, Operating Cash Flow was $886 million and free cash flow was $832 million. The company repurchased 9.6 million shares for $336 million, paid $137 million in dividends and spent $118 million on net settlement of employee Equity awards. It bought another 1.1 million shares for $44 million in October.

The board declared a $0.20 Dividend payable Jan 21, 2027. Guidance is mixed: fourth-quarter revenue of $865 million to $875 million, a raised full-year adjusted EBITDA Margin of 38.8%, and a 2027 app store fee headwind of about $20 million.

Herbalife: What Does the New $250 Million Program Change?

Herbalife authorized a $250 million repurchase program and plans to begin buying in the fourth quarter of 2026. Net sales rose 6.0% to $1,350.2 million, with Volume up 8.6% and India up 39%. Net income was $58.8 million, or $0.55 per diluted share.

Operating cash flow was more than $151 million in the quarter and $298 million for nine months. Net Leverage fell to 2.0x from 2.2x, and cash was $409 million after repaying $88 million of debt.

Management raised full-year net sales growth to 4.9% to 5.9% but guided fourth-quarter adjusted EBITDA to $145 million to $165 million, below the third-quarter level of $182 million. The full-year adjusted EBITDA range of $670 million to $690 million was maintained.

Choice Hotels International: How Do Buybacks Fit the Asset-Light Pivot?

Choice Hotels International returned $211 million to shareholders through September, including $172 million of buybacks, and expects about $200 million of repurchases for 2026. Quarterly dividends were $0.2875 per share. Net income was $57.9 million, or $1.28 per share, down from $180.0 million that included a $100.0 million gain.

Adjusted EPS rose about 11% to $2.33 after excluding a $24.3 million termination cost, helped by higher fees and repurchases. Revenue was $458.3 million, and U.S. RevPAR rose 3.8%.

The company raised its 2026 adjusted EBITDA outlook to $641 million to $651 million and narrowed adjusted EPS guidance to $6.92 to $7.07. On Oct 1, 2026 it bought a subscription platform for about $130 million.

Roku: Why Was the Buyback Suspended?

Roku repurchased $162.7 million of stock in nine months before suspending its buyback program after signing a merger agreement on Jun 14, 2026. Each share converts into 0.9693 of an acquirer Class A share plus $96.00 in cash, and closing depends on antitrust clearance and other conditions.

Third-quarter revenue rose 24% to $1.502 billion, and net income was $183.3 million, or $1.20 per diluted share, compared with $24.8 million. Advertising revenue grew 23% to $727.4 million, and subscriptions revenue grew 23% to $580.9 million.

Cash and equivalents were $2.519 billion, with nothing drawn on a $300 million revolver. The article rests on the quarterly filing alone, and no guidance was in the files.

Cabot: What Do Fiscal 2026 Repurchases Look Like Beside Dividends?

Cabot repurchased $146 million of shares in fiscal 2026, including $45 million in the fourth quarter, and paid $97 million in dividends, including $25 million in the fourth quarter. Operating cash flow for the year was $421 million, with $207 million spent on capital investments.

Fourth-quarter net income was $66 million, or $1.25 per diluted share, versus $43 million, while adjusted EPS fell to $1.61 from $1.70. Fiscal 2026 net income was $213 million, down from $331 million.

Cabot ended September with $254 million of cash and net Debt to EBITDA of 1.4 times. The new CEO guided fiscal 2027 adjusted EPS to $6.15 to $6.75, the first guidance in the files.

Buyback Totals Compared: Repurchase Size, Cash Flow Share and Revenue Growth

The four companies with completed repurchases bought back a combined $816.7 million (calculated), an average of about $204.2 million each (calculated). Match Group's $336 million equals about 40.4% (calculated) of its $832 million year-to-date free cash flow.

Choice Hotels International's $172 million through Sep 30 leaves about $28 million (calculated) to reach its roughly $200 million full-year expectation. Revenue growth across the five averaged about 8.4% (calculated), from Roku at 24% to Match Group at negative 2.5%.

Herbalife is excluded from the totals because repurchases start in the fourth quarter, and Roku's program is suspended.

What to Watch Next: Dated Items for Repurchase Programs

Match Group's dividend is payable Jan 21, 2027 to holders of record on Jan 6, 2027, and it plans to reveal 2027 revenue and margin expectations in February. Herbalife's buying begins in the fourth quarter of 2026, and its CFO plans to present three-year margin objectives on the fourth-quarter call.

Choice Hotels International will give 2027 guidance in February. Roku's merger awaits antitrust clearance, with no closing date identified. No dated event was identified in Cabot's materials beyond fiscal 2027 restructuring milestones.