Key Highlights

  • Match Group bought 9.6 million shares worth $336 million in the year to date, with an extra 1.1 million shares purchased for $44 million in October.
  • Herbalife's new $250 million authorization is set to start purchasing in the final quarter of 2026.
  • Choice Hotels International has spent $172 million on repurchases through Sep 30 and anticipates roughly $200 million for the full year 2026.
  • Roku bought back $162.7 million of shares across nine months, then paused the program once a Merger accord was reached.
  • Cabot's fiscal 2026 repurchases totaled $146 million, with $45 million of that coming in the fourth quarter.

Which Companies Disclosed Repurchases in Their Results Releases?

Five companies that released figures on Nov 2, 2026 revealed buyback activity, though each sits at a different stage. Match Group (NASDAQ:MTCH) posted Revenue of $891.2 million, a 2.5% decrease (calculated), and has spent $336 million on 9.6 million shares so far this year. Choice Hotels International (NYSE:CHH) recorded $458.3 million in revenue and had repurchased $172 million by Sep 30. Herbalife (NYSE:HLF) booked $1,350.2 million of net sales, a 6.0% increase, and approved a $250 million program starting in the final quarter.

Roku (NASDAQ:ROKU) reached $1.502 billion in revenue, which rose 24%, and repurchased $162.7 million across nine months before pausing its program after entering a merger deal. Cabot (NYSE:CBT) booked $1,009 million for the fourth quarter, approximately 12.2% higher (calculated), while Buybacks for fiscal 2026 reached $146 million.

The reporting windows do not line up. Cabot's figure covers the fiscal year that ended Sep 30, 2026, whereas the remaining figures reflect the year so far or nine months, and Herbalife has not bought anything under its new plan yet.

Match Group: Where Did the Cash for Buybacks Come From?

Match Group's sales were $891 million, compared with $914 million a year earlier, while its profit reached $174.4 million, up from $160.7 million. The paying base fell 5%, reaching 13.8 million, while Hinge sales advanced 19% to $221 million.

Operating cash generation reached $886 million across the first nine months, with free Cash Flow at $832 million. Outlays included $336 million on 9.6 million repurchased shares, $137 million in dividends and $118 million tied to net settlement of employee equity. A further 1.1 million shares were bought for $44 million in October.

A $0.20 Dividend was declared by the board, with payment set for Jan 21, 2027. Forward figures are mixed: fourth-quarter revenue is projected at $865 million to $875 million, the adjusted EBITDA Margin for the whole year was raised to 38.8%, and an app store fee headwind of around $20 million is expected in 2027.

Herbalife: Assessing the $250 Million Program Before Any Purchases Start

Herbalife approved a $250 million buyback and plans to begin buying during the final quarter of 2026. Volume climbed 8.6% and India jumped 39%, while the Top Line reached $1,350.2 million after a 6.0% gain. Earnings reached $58.8 million, which equals $0.55 per diluted share.

In the quarter, operating cash inflow topped $151 million; over nine months it came to $298 million. The net Leverage Ratio reached 2.0x, compared with 2.2x previously, and cash totaled $409 million following $88 million in Debt repayments.

For the full year, management lifted its net sales growth outlook to a span of 4.9% and 5.9%. Fourth-quarter adjusted EBITDA is guided between $145 million and $165 million, below the third quarter's $182 million, while the full-year adjusted EBITDA band held steady at $670 million through $690 million.

Choice Hotels International: Fitting Buybacks Into an Asset-Light Model

Shareholder distributions reached $211 million through September, $172 million of it in repurchases, and the company projects around $200 million of buybacks for 2026. Quarterly payouts stood at $0.2875 a share. Profit came to $57.9 million, which equals $1.28 a share, against a prior-year figure of $180.0 million that included a $100.0 million gain.

Adjusted EPS climbed roughly 11% to $2.33 once a $24.3 million termination charge was excluded, with higher fees and buybacks contributing. Top-line results reached $458.3 million, while U.S. RevPAR grew 3.8%.

The 2026 adjusted EBITDA outlook was raised to $641 million through $651 million, and the adjusted EPS outlook was narrowed to a span of $6.92 and $7.07. A subscription platform was bought on Oct 1, 2026 for approximately $130 million.

Roku: Why Did the Buyback Stop?

Roku had bought back $162.7 million in stock across nine months, but the program was suspended after the company signed a merger pact on Jun 14, 2026. Shareholders would receive 0.9693 shares of the buyer's Class A stock plus $96.00 cash per Roku share, and closing is contingent upon antitrust approval and other requirements.

Third-quarter sales advanced 24% to $1.502 billion, while earnings reached $183.3 million, a $1.20 per-share figure, up from $24.8 million. Ad sales grew 23%, reaching $727.4 million, while subscription sales advanced 23%, landing at $580.9 million.

Cash and equivalents stood at $2.519 billion, and the $300 million revolving Facility had nothing drawn. This write-up relies solely on the quarterly filing and offers no outlook.

Cabot: Fiscal 2026 Buybacks Compared With Dividend Payouts

Over fiscal 2026 Cabot spent $146 million on share repurchases, $45 million of which came in the fourth quarter, and dividend payments amounted to $97 million, of which $25 million was paid in the last quarter. Full-year Operating Cash Flow reached $421 million, while capital investments absorbed $207 million.

Fourth-quarter Net Income came in at $66 million, equal to $1.25 per diluted share, up from $43 million. Adjusted per-share earnings declined, landing at $1.61 versus $1.70 before. Fiscal 2026 earnings totaled $213 million, against $331 million the year before.

Cabot finished September with $254 million in cash, and net debt to EBITDA stood at 1.4 times. The chief executive now in place projected fiscal 2027 adjusted EPS between $6.15 and $6.75, and these are the first forward figures in the files.

Repurchase Volumes Side by Side: Totals, Cash Flow Share and Sales Growth

Across the four companies that have completed repurchases, the total came to $816.7 million (calculated), or about $204.2 million on average (calculated). Set against $832 million of year-to-date free cash flow, Match Group's $336 million is roughly 40.4% (calculated).

About $28 million (calculated) remains before Choice Hotels International hits its expected full-year figure of roughly $200 million, given $172 million already spent through Sep 30. On sales, the five averaged roughly 8.4% growth (calculated), running between Roku's 24% and Match Group's negative 2.5%.

Herbalife sits outside the totals since its purchases have yet to begin, and Roku's program is paused.

What to Watch Next: Calendar Items Tied to Buybacks and Guidance

Match Group pays its dividend on Jan 21, 2027 to shareholders recorded on Jan 6, 2027, and intends to publish 2027 revenue and margin figures in February. Herbalife's purchases are scheduled to commence in the last quarter of 2026, and its finance chief plans to show three-year margin goals on the fourth-quarter call.

Choice Hotels International releases 2027 guidance in February. Roku's combination needs antitrust approval, and no closing date has been set. Cabot's materials list fiscal 2027 restructuring steps but no specific date.