Exploring Yacktman Fund (Trades, Portfolio)'s Recent Investment Adjustments

Bolloré (ENXTPA:BOL) drew fresh attention after its board proposed a one off exceptional dividend of €1.5 per share, around €4.2b, funded from past disposal gains despite weaker 2025 results. See our latest analysis for Bolloré. The exceptional dividend proposal appears to have caught investors' attention, with a 9.46% 7 day share price return and a 4.99% 90 day share price return, even as the 1 year total shareholder return sits at a 10.86% loss. If this kind of payout has you thinking about...

If you have been keeping an eye on Bolloré’s stock lately, you are probably wondering whether now is the time to make a move. Over the past year, Bolloré’s performance has painted a complicated picture. The stock is down 16.3% across 12 months, but it is worth noting that despite this, it is up an impressive 67.9% over the last five years. Shorter-term numbers might give mixed signals too, with a 0.4% uptick in the last week but a gentle slide of 2.0% over the past month. Year-to-date, the...