Changes in US stocks | SK Hynix (SKHY.US) rose more than 5% Goldman Sachs predicts shareholder return as high as 8% in 2027

The Zhitong Finance App learned that on Thursday, SK Hynix (SKHY.US) rose more than 5% to $164.77. According to the news, SK Hynix officially announced the market's long-awaited shareholder return policy after closing on August 19, 2026 — plans to repurchase and cancel 40 trillion won worth of shares, involving 24.07 million shares (3.3% of shares issued as of the end of the second quarter of 2026), equivalent to about US$28.9 billion. This scale is not only the largest share repurchase in the history of a Korean listed company, but also exceeds the approximately 26.5 billion US dollars that Hynix raised through ADR financing in the US in early July this year.

The two top Wall Street agencies, J.P. Morgan Chase and Goldman Sachs, both gave highly positive comments on the announcement in their latest research report on August 20. J.P. Morgan believes that the shareholder return policy has been substantially upgraded from “no more than 50%” to “no less than 50%”, and the policy ceiling has become the policy floor. Goldman Sachs predicts a shareholder return of 8% in 2027, and expects an additional repurchase of approximately 7 trillion won in the future.