Treasury Stock (Historical) Formula in Excel

Discover how to use the Treasury Stock (Historical) formula in Excel with MarketXLS to retrieve the value of treasury shares a company has repurchased over specific historical periods. This function is particularly useful for financial analysts, investors, and anyone interested in fundamental stock data for better decision-making.

Understanding Treasury Stock (Historical)

Treasury Stock (Historical) provides insight into the portion of shares a company has bought back from investors. These repurchased shares are often held in the company's treasury and can influence key metrics like earnings per share (EPS) and dividends per share.

• Purpose: To obtain historical treasury stock data for a given symbol and time period.
• Key Benefits:
  • Helps assess how share buybacks affect EPS.
  • Useful for valuation models and understanding shareholder returns.
• When to Use:
  • Analyzing a company’s capital structure changes over time.
  • Conducting thorough fundamental analysis.

Syntax and Parameters

Use the following syntax to call the function in Excel:

=hf_Treasury_Stock(Symbol, year, [quarter], [TTM])

?? Note: If the symbol is invalid or your MarketXLS license does not cover the function, the formula returns "NA."

Return Value

• Returns a numeric value that indicates the amount of treasury stock held (historical).
• Returns "NA" if data is unavailable or if there is an error.

Examples and Usage

Below are practical examples demonstrating how to use the Treasury Stock (Historical) formula:

1. Basic retrieval for a specific year:

   =hf_Treasury_Stock("MSFT", 2022)

   Retrieves the treasury stock value for MSFT in 2022.

2. Specifying a quarter:

   =hf_Treasury_Stock("MSFT", 2022, 3)

   Retrieves the treasury stock value for MSFT in the third quarter of 2022.

3. Using trailing twelve months (TTM):

   =hf_Treasury_Stock("MSFT", 2022, 3, "TTM")

   Retrieves the trailing twelve months treasury stock value from the third quarter of 2022.

4. Using relative references (last quarter):

   =hf_Treasury_Stock("MSFT","lq")

   Retrieves the treasury stock value for the last reported quarter.

? Pro Tip: When using relative references like "lq-1" or "ly-1," you can easily track changes in treasury stock from previous periods without manually updating year or quarter values.

Common Questions

1. What happens if I use an invalid symbol?
   You will receive "NA" as the result. Double-check your ticker or upgrade your license if needed.

2. How do I handle errors or missing data?
   The formula returns "NA" if data is missing or an error occurs during processing. Verify your parameters or contact MarketXLS support.

3. Are there any performance considerations?
   The function retrieves data from external MarketXLS APIs. Performance depends on your internet connection and the MarketXLS data server load.

4. Can I use date references directly?
   This function typically requires a year (or a relative reference). For date-based queries, consider using:
   • Cell references: =hf_Treasury_Stock(A1)
   • Direct date calls (converted to year or relative reference): =hf_Treasury_Stock(TEXT(A1,"yyyy"))

Use the Treasury Stock (Historical) formula in Excel with MarketXLS to gain quick insights into a company’s share repurchases and enhance your fundamental analysis. Keep these guidelines in mind, and always verify your data to ensure accurate results.