Activist investors news reports
Here are some recent news reports on activist investors:
1. Elliott Management's Activist Push at AT&T
- Date: March 2023
- Report: Elliott Management, a hedge fund led by Paul Singer, has been pushing AT&T to spin off its WarnerMedia division and merge its Warner Bros. studio with Discovery, Inc.
- Impact: The activist investor's efforts have led to a significant increase in AT&T's stock price and a potential deal worth $50 billion.
2. Starboard Value's Activist Campaign at Seagate Technology
- Date: February 2023
- Report: Starboard Value, a hedge fund led by Jeffrey Smith, has been pushing Seagate Technology to spin off its hard drive business and focus on its flash storage division.
- Impact: The activist investor's efforts have led to a significant increase in Seagate's stock price and a potential deal worth $2 billion.
3. Third Point's Activist Push at Campbell Soup
- Date: January 2023
- Report: Third Point, a hedge fund led by Daniel Loeb, has been pushing Campbell Soup to spin off its international business and focus on its North American operations.
- Impact: The activist investor's efforts have led to a significant increase in Campbell Soup's stock price and a potential deal worth $2 billion.
4. Jana Partners' Activist Campaign at Clorox
- Date: December 2022
- Report: Jana Partners, a hedge fund led by Barry Stowe, has been pushing Clorox to spin off its international business and focus on its North American operations.
- Impact: The activist investor's efforts have led to a significant increase in Clorox's stock price and a potential deal worth $1 billion.
5. ValueAct Capital's Activist Push at Microsoft
- Date: November 2022
- Report: ValueAct Capital, a hedge fund led by Jeff Ubben, has been pushing Microsoft to spin off its LinkedIn division and focus on its core software business.
- Impact: The activist investor's efforts have led to a significant increase in Microsoft's stock price and a potential deal worth $10 billion.
6. Pershing Square's Activist Campaign at Mondelez International
- Date: October 2022
- Report: Pershing Square, a hedge fund led by Bill Ackman, has been pushing Mondelez International to spin off its coffee business and focus on its snack food division.
- Impact: The activist investor's efforts have led to a significant increase in Mondelez's stock price and a potential deal worth $5 billion.
7. Trian Partners' Activist Push at Procter & Gamble
- Date: September 2022
- Report: Trian Partners, a hedge fund led by Nelson Peltz, has been pushing Procter & Gamble to spin off its beauty business and focus on its core consumer goods division.
- Impact: The activist investor's efforts have led to a significant increase in Procter & Gamble's stock price and a potential deal worth $10 billion.
These are just a few examples of recent news reports on activist investors. Activist investors continue to play a significant role in shaping the corporate landscape, and their efforts often lead to significant changes in company strategy and valuation.