Activist Investing


Activist Investor Presses Target to Keep Outgoing CEO Out of Board Chair Slot

The Accountability Board is pushing for an independent board chair, arguing that Brian Cornell’s planned transition to the role will hinder oversight of the retailer’s new CEO.

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Staar Surgical, Insight Enterprises See Activist Action

Activists also report to the SEC on LENZ Therapeutics and Opendoor Technologies.

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Dianthus, Opendoor See Activist Action

Activists also report to the SEC on Life Time Group Holdings, V2X, and Opendoor Technologies.

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Workday Stock Surges. These 3 Things Are Driving It Higher.

Activist investor Elliott said Tuesday that it had built a stake of more than $2 billion in the HR software company.

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OraSure, Central Pacific See Activist Action

Activists also report to the SEC on Acadian Asset Management, Cipher Mining, and Outfront Media

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ZoomInfo, International Money Express See Activist Action

Activists also report to the SEC on Appian, GeneDX Holdings, and Stoke Therapeutics.

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Pepsi Has Lost Its Bubbles. Elliott Wants to Make It Pop Again.

A recovery in Pepsi’s valuation could lift shares by more than 50%, one activist investor says.

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PepsiCo Stock Jumps. Why Elliott Investment Management Is Taking a $4 Billion Stake.

The beverages and snacks maker has struggled in the face of stiff competition and macro uncertainty.

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Wyoming State Buys European Bank Stocks, Adjusts Healthcare Holdings

The state initiated a position in two European banks during the second quarter.

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Core Scientific, NewAmsterdam Pharma See Activist Action

Activists also report to the SEC on BioLife Solutions, LENZ Therapeutics, and Garrett Motion.

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Rapid7, Resideo See Activist Action

Activists also report to the SEC on Appian, Garrett Motion, Arcellx, and Disc Medicine.

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Why CSX Needs a ‘Kick in the Pants’—and What It Means for the Stock

Activist investor Ancora has an idea that everyone else seems to share. It wants CSX to pursue a merger.

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The Tech Stocks Selloff Spells Trouble for the AI Trade. Why Markets Are Twitchy.

Software stocks get hammered, railroad CSX faces mounting pressure, Fed’s July meeting minutes are coming, and more news to start your day.

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Medtronic Posts Earnings Beat and Elliott Buys Stake. The Stock Falls Anyway.

Medtronic appoints two new board directors following talks with activist investor Elliott Investment Management.

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Activist Investor Wants IHOP Parent to Suspend Its Dividend. The Stock Yields 9.5%

The Edge Consulting Group took a stake in Dine Brands and is pushing for change.

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Hanesbrands, Rogers See Activist Action

Activists also report to the SEC on Pacira BioSciences, Bristow Group, and Garrett Motion

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Salesforce Stock Is Rising. An Activist Investor Boosts Its Stake.

Starboard Value buys more than 400,000 Salesforce shares in the second quarter.

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Avantor Stock Is Rising. An Activist Wants Changes, Maybe a Sale.

Shares of the life-sciences company have plummeted due in part to reduced demand amid Trump administration cuts.

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Paramount, Rocket See Activist Action

Activists also report to the SEC on Ermenegildo Zegna, RingCentral, and ARS Pharmaceuticals.

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Appian, Resideo, See Activist Action

Activists also report to the SEC on Bitfarms, Zimvie,

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Dell, Bitfarms See Activist Action

Activists also report to the SEC on Bloom Energy, LENZ Therapeutics, and ARS Pharmaceuticals.

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Rocket, TaskUS, Appian See Activist Action

Activists also report to the SEC on Cogent Biosciences and Rocket Cos.

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Global Payments Stock Pops on Report Activist Elliott Has Built Stake. What It Means.

The stock has failed to recover from a big drop in April when the company bought rival Worldpay for $24 billion, which expanded Global Payments’ reach but created headaches in integrating the two businesses.

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HPE Reaches Truce With Activist Elliott. Strategy Committee to Assess Direction.

The company appoints longtime tech executive Robert M. Calderoni to the board as part of its agreement with activist investor Elliott.

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Activist Moves on Tripadvisor, Cimpress, and Rocket

Staboard Value and other investors disclose their positions in 13D filings with the SEC.

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