Light & Wonder expands buy-back to ASX CDIs: Key details for shareholders

Light & Wonder is extending its US$1.5bn buy-back to ASX-listed CDIs, with around US$705m capacity remaining.

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Key points

  • Light & Wonder expanded its share repurchase program from US$1 billion to US$1.5 billion, with US$705 million remaining for buy-backs, including ASX-listed CDIs.
  • The company plans to delist from Nasdaq and focus on an ASX standard listing, continuing repurchases depending on market conditions and share price.
  • Buy-backs are expected to utilise significant funds by year-end, subject to board approval, potentially supporting share price amidst its transition to the ASX.

The Light & Wonder Inc. (ASX: LNW) share price is in focus as the company reveals plans to expand its ongoing share buy-back to include its CHESS Depositary Interests (CDIs) on the ASX, with approximately US$705 million remaining in repurchase capacity after a recent upsizing.

What did Light & Wonder report?

  • Share Repurchase Program expanded from US$1 billion to US$1.5 billion on 31 July 2025
  • Program authorised until 12 June 2027
  • About US$705 million buy-back capacity remained as of 5 November 2025
  • Extension now includes buy-back of ASX-listed CDIs from 7 November 2025
  • Goldman Sachs Australia appointed as broker for ASX CDI repurchase

What else do investors need to know?

The buy-back will apply to both Nasdaq-listed shares and ASX-listed CDIs. Light & Wonder expects to make meaningful use of the available repurchase capacity by the end of 2025 as it prepares to delist from the Nasdaq and focus on an ASX standard listing.

The timing and size of repurchases will depend on market conditions, share price, and other business considerations. The company may suspend or discontinue the buy-back at its discretion.

What did Light & Wonder management say?

Oliver Chow, Executive Vice President, Chief Financial Officer & Treasurer said:

Subject to capacity remaining under the Share Repurchase Program, L&W intends to continue the buy-back of ASX-listed CDIs after it delists from the Nasdaq and converts to an ASX standard listing.

What's next for Light & Wonder?

Investors can expect the buy-back of both shares and CDIs to continue as the company transitions its listing to the ASX, subject to regulatory approvals and market conditions. Light & Wonder has stated its intention to utilise a significant portion of its available buy-back funds before year-end, which may offer some support to its share price.

The company also confirmed that all repurchases are subject to board approvals, capital allocation priorities, and other external factors.

Light & Wonder share price snapshot

Light & Wonder shares have declined 18% over the past 12 months, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Light & Wonder. The Motley Fool Australia has recommended Light & Wonder. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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