Toyota to Continue Big Share Buyback for Years

World's top auto maker Toyota Motor Corp. mayflooded when Toyota absorbed securities from
continue spending $2 billion or more a year to buyJapan's debt-riddled banks, which were removing
back its own shares for another 6-7 years. Thisshares to shore up their finances.
was contrary to widely held views it was windingThose lenders are now healthy because the stock
down the practice.sales have run their course. Several market
For many investors, who assumed Japan'sanalysts forecasted that Toyota would have little
most-profitable company would pay attentionreason to continue such aggressive buybacks.
instead on rewarding shareholders by payingThe Japanese company said the buybacks were
higher dividends, that is good news.one way to hold its return on equity (ROE), a
Such premise initiated from President Katsuakimeasure of how well a company uses its funds,
Watanabe's comment a year ago. He stated thathigher than 10 percent. The ROE is now
Toyota would aim to increase its group-basedestablished above that as it reached 13 percent
dividend ratio to 30 percent as soon as possible inlast year. But Toyota says it will pursue the
consonance with healthy Western companies.buybacks, without specifying an amount or a
That was the first time he had set a target fortimeline.
the ratio, which was 23.4 percent last businessLast week, Toyota shareholders affirmed the
year.reacquisition of up to 30 million shares or 250 billion
The policy has seemed a mess for a company asyen ($2.04 billion) over the next 12 months.
visible as Toyota.Toyota budgeted 200 billion yen a year earlier to
An official in the company's investor relationsbuy back up to 30 million shares.
department said that they probably have notKurt Sanger, Macquarie Securities' auto analyst
been doing a good enough job in communicatingwho expects big buybacks even as Toyota nears
their position. The official said that the dividenda 30 percent dividend payout ratio, said the latest
policy is much simpler but they intend to continuepledge exceeded their expectations. He continued
the share buybacks not just to balance supplythat consensus on forecasts are down playing
and demand in the market as many people mightToyota's earnings (per share) because they are
believe.not taking into consideration the buyback plans.
In 1997, Toyota started buying back its ownSanger had forecasted buybacks summing 230
shares from the market to bolster their value. Inbillion yen over the next three years. Now, he has
the early part of this decade, the buybackslifted that to 750 billion yen.