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Activist Investors Publicly-Traded Companies

Davies Ward Phillips & Vineberg LLP

Governance Insights: Shareholder Activism in Canada: Surprising Resilience and Shifting Dynamics

Despite factors that might have otherwise presented challenges for activists, shareholder activism in Canada proved resilient in 2025. The passing of a year marked by geopolitical and economic uncertainty – a trend which...more

Goodwin

Corporate Governance Trends in the Public REIT Sector: A 2026 Update

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In April 2017, we released our inaugural comprehensive survey of Corporate Governance Trends in the Public REIT Sector: An Evolving Landscape, updated in 2019, which measured and reported on an array of corporate governance...more

Cooley LLP

Shareholder Activism: Trends to Consider

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Here’s an excerpt from an entry on “Cooley’s M&A Blog” penned by Jamie Leigh, Sean Brownridge, Bill Roegge, Kevin Cooper, Lucas Wherry and Simon Trisk about recent shareholder activism trends and what to expect this year:...more

Latham & Watkins LLP

Recent Developments for Directors - February 2026

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AI has become a regular boardroom topic as its applications proliferate and its evolving capabilities pervade daily life. Boards are formalizing AI oversight and signaling that AI is integral to long-term strategy. Nearly...more

Vinson & Elkins LLP

When Short Sellers Attack

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A “short attack” is a campaign in which a short seller publishes a critical report about a target company in order to profit from the ensuing decline in the company’s share price....more

Cooley LLP

Cooley’s 2025 Activism Retrospective

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Activists enjoyed a banner year in 2025. From proxy contest wins at blue-chip companies to a partnership with Taylor Swift’s fiancé, engaged shareholders once again demonstrated their capabilities, creativity and readiness....more

Skadden, Arps, Slate, Meagher & Flom LLP

Boards Face Continued Pressure to Pursue Spin-Offs as Investors Seek Corporate Clarity and Value Creation

Companies continue to be pressured to move away from the conglomerate model and toward simplified and targeted strategies and risk profiles....more

Goodwin

Shareholder Activism in the Public REIT Sector: A Lookback at 2025 and What to Expect for 2026

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Shareholder activism in the public real estate investment trust (REIT) sector has accelerated in recent years, with over 100 public campaigns and related engagements launched since 2020. As M&A markets regain momentum and...more

Vinson & Elkins LLP

Vinson & Elkins on Shareholder Engagement in 2026: Vigilance Amid Uncertainty

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Effective shareholder engagement is a business imperative. Companies that do it well are more likely than others to build investor trust, anticipate investor expectations, protect against activism, and earn support for...more

Procopio, Cory, Hargreaves & Savitch LLP

Board Independence and the New Activism Reality

Public company boards are operating in a tougher environment. Regulators expect more, investors are better organized, and activists have better tools. The old practice of checking an “independent” box once a year and...more

Skadden, Arps, Slate, Meagher & Flom LLP

UK Public M&A: Strategics and Sponsors Sustain Deal Flow Despite Economic Uncertainties

2025 has been a reasonably active year for the public M&A market in the UK. It started strongly, with the first half experiencing the highest deal volumes in any six-month period for several years, although the volume of...more

Cooley LLP

The Future of Shareholder Proposals: ‘We Will Get By, We Will Survive’

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If precatory proposals are not a guaranteed option, proponents could look to submit binding shareholder proposals under Rule 14a-8 as an alternative, which in practice means binding bylaw proposals that would have direct...more

Wilson Sonsini Goodrich & Rosati

2025 Silicon Valley 150 Corporate Governance Report.

Wilson Sonsini’s 2025 Silicon Valley 150 Corporate Governance Report reviews the corporate governance practices and disclosures of Silicon Valley’s largest public companies. The report includes information regarding board...more

Skadden, Arps, Slate, Meagher & Flom LLP

Would Your Company Want To Stop Filing Quarterly Reports if No Longer Required?

Public companies in the U.S. could soon be freed of the obligation to report financial information every quarter. The Securities and Exchange Commission (SEC) has indicated it will support shifting to a semiannual reporting...more

Cooley LLP

Post-IPO Governance: What the Data Reveals About Life After Listing

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Heading into an initial public offering (IPO), companies spend significant time considering board and committee composition, capital structures, shareholder rights and other governance matters. ...more

Fenwick & West LLP

2025 Proxy Results: Shareholder Proposal Support Fell in 2025 And Activism Concentrated at the Largest Silicon Valley Companie

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Stockholders submitted more proposals at Silicon Valley’s 150 largest public companies this year, but those proposals were less successful, according to our analysis of 2025 proxy season results among the SV 150 and the S&P...more

Paul Hastings LLP

Shareholder Activism in the Banking Sector: Current State of Play

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Shareholder activism in the banking sector is on the rise in the United States. To date in 2025, there have been 13 activism campaigns against banks, already surpassing the 10 campaigns from 2024. Importantly, 10 of the 13...more

Wilson Sonsini Goodrich & Rosati

Navigating Shareholder Engagement and Shareholder Activism: Essentials and Best Practices

Engaging with shareholders and responding to shareholder activism continue to be top-of-mind for public companies. These situations present opportunities for management teams and boards of directors to work together to...more

Cooley LLP

Will Lack of Shareholder Proposals Mean More ‘Vote No’ Campaigns? Maybe It Already Has…

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I’ve blogged a few times about how the SEC Chairman Paul Atkins has delivered a speech in which he stated that one of his top priorities is to make being a public company an attractive proposition, with eliminating precatory...more

Vinson & Elkins LLP

When Should Boards Fight (and Not Settle)?

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In the headlines today, it is common to see announcements about activist campaigns or activists taking equity positions in public companies. Nonetheless, full-scale proxy fights have become relatively rare. Most public...more

Skadden, Arps, Slate, Meagher & Flom LLP

Glass Lewis To End Benchmark Proxy Voting Policy: What Companies Should Know

Major proxy advisory firm Glass Lewis announced that it will stop offering its standard benchmark proxy voting guidelines in 2027, and transition clients to differentiated client frameworks. Glass Lewis’ change comes amid a...more

Foley & Lardner LLP

Exxon Mobil Introduces Investor Voting Program to Increase Retail Participation

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Exxon Mobil Corporation (Exxon) has begun implementation of its retail voting program, following the receipt of no-action relief from the Securities and Exchange Commission (the SEC). In support of this program, Exxon will...more

Skadden, Arps, Slate, Meagher & Flom LLP

Activists Say ‘Yes’ to ‘Vote No’ Campaigns in 2025

Withhold campaigns are not new. However, according to Diligent Market Intelligence, 33 distinct activist withhold campaigns took place in the 12 months ended June 30, 2025, up from 23 in the same period of 2023–24 and 24...more

Nelson Mullins Riley & Scarborough LLP

Modern Bonus Structures: The Rise of Multi-Factor Incentive Plans

As investor expectations shift, regulatory pressure mounts, and business models evolve, compensation committees are moving away from short-term incentive plans that rely solely on a single financial performance measure. The...more

KPMG Board Leadership Center (BLC)

[Webinar] Lessons from the 2025 Proxy Season - June 26th, 11:00 am - 12:00 pm ET

Join us for the next KPMG Board Leadership Center quarterly webcast as we discuss trends from the 2025 proxy season. Topics to be discussed include: - A look at proxy voting trends and outcomes - The board’s story and...more

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