DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Bob Iger - 8 Nelson Peltz's Trian - 5 Trian - 5 Peltz - 5 Ike Perlmutter - 3 Neuberger Berman - 3 Walt Disney - 2 Nelson Peltz's - 2
Top related locs:
U.S New York Lake Buena Vista , Florida Hulu Orlando Universal Orlando NBCUniversal BlackRock
Top related orgs:
Disney - 9 CNBC - 5 Nelson Peltz's Trian Partners - 5 Vanguard - 4 ESPN - 3 Marvel - 3 DuPont - 2 BlackRock - 2

Search resuls for: "Nelson Peltz's Trian Partners"


12 mentions found


☆ Disney quarterly results are on deck. Here's what to expect
  + stars: | 2024-05-07 | by ( Lillian Rizzo | ) www.cnbc.com   time to read: +2 min
The "Partners" statue of Walt Disney and Mickey Mouse, at Cinderella Castle at the Magic Kingdom, at Walt Disney World, in Lake Buena Vista, Florida, photographed Saturday, June 3, 2023. This will also be Disney's first earnings call since it won a proxy fight against Nelson Peltz's Trian Partners. Here is what Wall Street expects Disney to report Tuesday morning, according to LSEG:Earnings per share: $1.10 expectedRevenue: $22.11 billion expectedThe subscriber growth at its flagship streaming service, Disney+, will once again be a top focus. Last quarter Disney's direct-to-consumer unit — which also includes Hulu and ESPN+ — saw its losses narrow to $216 million from $1.05 billion in the same period a year earlier. Visitor traffic to Disney's theme parks in the U.S. will also be in focus.
Persons: Walt Disney, Mickey Mouse, Bob Iger, Nelson Peltz's Trian, Jessica Reif Ehrlich, Reif Ehrlich Organizations: Magic, Walt Disney World, Disney, BofA Securities, Hulu, ESPN, Deutsche Bank, Comcast, Universal, CNBC Locations: Lake Buena Vista , Florida, Hulu, U.S, Orlando, Universal Orlando, NBCUniversal
☆ Disney wins proxy fight with Nelson Peltz's Trian Partners
  + stars: | 2024-04-03 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney wins proxy fight with Nelson Peltz's Trian PartnersCNBC's David Faber joins 'The Exchange' to report on the result of Disney investors' vote in a proxy war.
Persons: Nelson Peltz's, CNBC's David Faber Organizations: Disney
☆ Disney board seat for Nelson Peltz hinges on Vanguard, State Street, institutional investors
  + stars: | 2024-04-02 | by ( Rohan Goswami | In Rohangoswamicnbc | ) www.cnbc.com   time to read: +3 min
In 2015, Nelson Peltz's Trian Partners was defeated in an activist campaign against chemical firm DuPont , largely because the top three institutional shareholders voted against his slate. Nearly a decade later, those same institutional investors — Vanguard, State Street and BlackRock — are the three largest shareholders in Disney . Former Marvel chairman Ike Perlmutter has entrusted Peltz with his 33 million Disney shares, the bulk of the activist's 1.8% stake. Vanguard is the largest holder with 8% of outstanding Disney shares. In 2021, for example, 63% of Disney shareholders voted their shares, according to data analyzed by 13D Monitor.
Persons: Nelson Peltz's Trian, Bob Iger, Rowe Price, CNBC they're, Trian, Ike Perlmutter, Peltz, Neuberger Berman, Jones, Ken Squire, Squire, Innisfree, King Organizations: Nelson Peltz's Trian Partners, DuPont, — Vanguard, State Street, BlackRock, Disney, Wall Street, CNBC, Vanguard, State, Marvel, Trian Partners, 13D, Okapi Partners Locations: BlackRock, New York, California
☆ Disney's fight with Nelson Peltz will come to a head tomorrow. Here's where things stand.
  + stars: | 2024-04-02 | by ( Madeline Berg | ) www.businessinsider.com   time to read: +6 min
A vote for the Disney's slate of board members will show support for Iger's performance as CEO since he returned to lead the company in November 2022. AdvertisementIt's the culmination of months of tussling between Disney and Peltz, who has been waging war against Disney's board since January last year. "When I sold Lucasfilm just over a decade ago, I was delighted to become a Disney shareholder because of my long-time admiration for its iconic brand and Bob Iger's leadership." And proxy advisory firm Institutional Shareholder Service recommended shareholders vote for Peltz, though not Rasulo. Advertisement"We wish the very best to Bob, this management team, and the board," Peltz said on CNBC at the time.
Persons: —, Bob Iger, Nelson Peltz's Trian, that's, Peltz, Jay Rasulo —, Maria Elena Lagomasino, Michael Froman, Gen, Alpha, Jason Schloetzer, BlackRock, Rowe Price, Iger, Roy Disney's, Laurene Powell Jobs, George Lucas, Lucas, Bob Iger's, Donald Duck's, Ludwig Von Drake, Schloetzer, Trian, That's, Neuberger Berman, Ike Perlmutter, he'd Organizations: Service, Disney, Nelson Peltz's Trian Partners, Business, Century Fox, Epic Games, Georgetown University's McDonough School of Business, Vanguard, Street Journal, ValueAct Capital, Walt, Star Wars, Lucasfilm, New York Times, California Public Employees, CNBC, Netflix, ABC, ESPN, Marvel, Financial
☆ Disney's largest shareholder Vanguard reportedly backing management over Peltz in board fight
  + stars: | 2024-04-02 | by ( Rohan Goswami | In Rohangoswamicnbc | ) www.cnbc.com   time to read: +2 min
Disney's largest shareholder, index fund manager Vanguard, plans to support management over Nelson Peltz's Trian Partners in Wednesday's board vote, Bloomberg News reported Tuesday, citing unnamed people familiar with the matter. Vanguard owns 7.8% of Disney shares. BlackRock , Disney's second -largest shareholder with 4.2% of shares, is also supporting the incumbent board and CEO Bob Iger, The Wall Street Journal reported Monday. The reporting on how Disney's largest shareholders are supposedly voting prompted harsh criticism from one-time shareholder activist Bill Ackman on Tuesday evening. Through an arrangement with former Marvel Chairman Ike Perlmutter, Trian controls 1.8% of Disney shares, making it the fifth largest shareholder.
Persons: Bob Iger, Nelson Peltz's, Disney's, Bill Ackman, Ackman, Ike Perlmutter, Trian, Neuberger Berman, CalPERS, Jamie Dimon, George Lucas Organizations: Walt Disney Company, Shanghai Disney Resort's, Shanghai Disney Resort, Vanguard, Nelson Peltz's Trian Partners, Bloomberg News, Institutional, Disney, BlackRock, Street, Geode Capital Management, Marvel, Retail, JPMorgan Chase, Star Wars, CNBC, Bloomberg Locations: Shanghai, China, Disney's
☆ Disney and its rivals are breaking spending records for this week's shareholder fight
  + stars: | 2024-04-01 | by ( Peter Kafka | ) www.businessinsider.com   time to read: +2 min
Disney's proxy battle is expected to cost the company and rival hedge funds at least $70 million. Retail investors make up a big chunk of Disney shareholders, and it's expensive to reach them. The outcome of the shareholder vote could change Disney's direction, but its impact is still unclear. AdvertisementThis week's big Disney shareholder vote is supposed to be a seismic event — a referendum on the future of one of the world's most important entertainment companies. But we can definitively say that the Disney proxy battle, which concludes on Wednesday, has been a nice boost for a collection of consultants and media companies.
Persons: —, — Nelson Peltz's, Bob Iger Organizations: Disney, Service, New York Times, Vanguard, Partners, Okapi Partners, Business
☆ The portfolio’s 5 best-performing stocks since the February Annual Meeting
  + stars: | 2024-03-27 | by ( Zev Fima | ) www.cnbc.com   time to read: +7 min
Ahead of Wednesday's Monthly Meeting, here's a look at the best-performing Club stocks since Feb. 23, the session before the annual gathering, through Tuesday's close. NVDA mountain 2024-02-23 Nvidia's stock performance since the close of Feb. 23, 2024. DIS mountain 2024-02-23 Disney's stock performance since the close of Feb. 23, 2024. ETN mountain 2024-02-23 Eaton Corp.'s stock performance since the close of Feb. 23, 2024. STZ mountain 2024-02-23 Constellation Brands' stock performance since the close of Feb. 23, 2024.
Persons: Bob Iger, Nelson Peltz's Trian, Peltz, Eaton, it's, didn't, Wedbush, Jim Cramer's, Jim Cramer, Jim, Jensen Huang, Lam, Fei Organizations: Nvidia, Blackwell, Apple's, Disney, Club, ESPN, Nelson Peltz's Trian Partners, Eaton Corp, Street, Federal Aviation Administration, Boeing, Wall Street, Constellation Brands, Nielsen, Wedbush Securities, Wine, DuPont, Barclays, CNBC, Nvidia Corp, Bloomberg, Getty Locations: U.S, Tuesday's, STZ, Taipei, Taiwan
☆ Jamie Dimon endorses Disney CEO Bob Iger in proxy fight with Nelson Peltz's Trian Partners
  + stars: | 2024-03-13 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Bob Iger, Chairman and CEO of Walt Disney (C) speaks next to Jamie Dimon(L), Chairman & CEO of JP Morgan Chase & Co during the Bloomberg Global Business Forum in New York on September 25, 2019. Trian, run by Nelson Peltz, launched an intense proxy fight against Disney, asking investors to nominate him and former Disney Chief Financial Officer Jay Rasulo to the board at its annual general meeting on April 3. Dimon gave the following statement on Iger to Faber:JPMorgan Chase CEO Jamie Dimon endorsed Disney CEO Bob Iger in his proxy battle with activist Trian Partners, CNBC's David Faber has learned. Meanwhile, Iger has been trying to streamline the sprawling media company to rein in spending and make its Disney+ streaming platform profitable. Dimon rarely weighs in on proxy battles, while JPMorgan does have a history of advising Disney on defensive matters.
Persons: Bob Iger, Walt Disney, Jamie Dimon, JP Morgan Chase, Nelson Peltz, Jay Rasulo, Bob, Dimon, Iger, Faber, Trian, CNBC's David Faber, Peltz Organizations: Walt, Co, Bloomberg Global Business, Disney, JPMorgan Chase, Trian Partners, Netflix, JPMorgan Locations: New York
☆ Disney paid ValueAct millions in fees before winning its support in proxy fight, activist says
  + stars: | 2024-03-12 | by ( Rohan Goswami | In Rohangoswamicnbc | ) www.cnbc.com   time to read: +2 min
Blackwells Capital, which previously voiced support for Iger and Disney management, said ValueAct had been managing more than $350 million in Disney pension funds in a relationship stretching back to 2013. Blackwells has estimated that Disney paid a cumulative $95 million in fees to ValueAct from 2014 to 2022. Disney and Trian have been in the throes of a proxy fight since October, with the fight intensifying as Disney's annual shareholder meeting nears. Disney has repeatedly voiced its support for Iger and has highlighted that its directors have experience overseeing successful succession planning. Representatives for Disney, Blackwells and ValueAct did not respond to requests for comment outside of normal business hours.
Persons: Robert Iger, Blackwells, Mason Morfit, ValueAct, Bob Iger, Nelson Peltz's Trian, Trian, Bob Chapek, Peltz Organizations: Disney, Dolby Theatre, ValueAct Capital, Nelson Peltz's Trian Partners, Blackwells, Department of Labor Locations: Hollywood , California, Iger
☆ Nelson Peltz boosts his Disney stake to nearly $600 million months after abandoning a proxy fight
  + stars: | 2023-05-16 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +2 min
Nelson Peltz's Trian Partners recently added 500,000 shares of Disney, sources told Bloomberg. That brings the total stake to about 6.4 million shares. At the end of March, Peltz slashed his 9.4 million-share stake by 34%, but sources told Bloomberg that he has since purchased another 500,000 shares. That brought his total holdings to 6.4 million shares, worth about $594 million based on Disney's Tuesday stock price of $92. Trian Partners had scooped up the initial 9.4 million shares in November at just under $92 per share.
☆ Here's how Wall Street pros traded 13 Club stocks last quarter, including Salesforce and Disney
  + stars: | 2023-02-17 | by ( Kevin Stankiewicz | ) www.cnbc.com   time to read: +9 min
Big-name investors and hedge funds made moves in Club holdings Disney (DIS), Nvidia (NVDA) and TJX Companies (TJX) in the fourth quarter. Starboard's position stood at 3.03 million shares — valued at $401.22 million — at the end of the fourth quarter, according to the firm's 13F. Inclusive's 1.63 million shares were worth $216.77 million and ValueAct's 560,221 shares carried a market value of $74.28 million. CRM YTD mountain Salesforce (CRM) YTD performance In addition to Salesforce, a number of other Club holdings appeared in hedge funds' quarterly disclosures. Some of the activists swarming at Salesforce have positions in other Club holdings and made changes to them during the fourth quarter.
☆ Hedge funds were busy trading Club holdings last quarter, regulatory filings show
  + stars: | 2022-11-15 | by ( Kevin Stankiewicz | ) www.cnbc.com   time to read: +5 min
What's more, Third Point added to its bet on Disney (DIS), owning 1.4 million shares as of Sept. 30, up 40% compared with its position on June 30. That valued the position at roughly $700,000 as of Sept. 30, which is quite small for a multi-billion dollar investment firm like Trian. In August, the firm had reported owning 14.34 million shares as of June 30. They are current as of the reporting date, which for this latest round of disclosures was Sept. 30. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.
0 next >>
Total: 12