Subaru: Absence Of Management Outlook And Repurchases Draws Attention

  • I rate Subaru as a Hold after analyzing its capital return and financial prospects. US tariffs threaten FUJHF's earnings as evidenced by the absence of formal financial guidance; it is moving the manufacturing of its Forester model to the US and launching new models to offset the impact. The stock's forward dividend yield is appealing at 4.4%, but the lack of clarity regarding buybacks is a disappointment.