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@InsideArbitrage InsideArbitrageSeveral companies have announced significant share buyback plans, including C.H. Robinson Worldwide, KB Home, Snap, Forward Industries, and Dupont, among others. Additionally, there have been notable M&A deals and spin-offs, such as DuPont's spin-off of Qnity Electronics, Honeywell's spin-off of Solstice Advanced Materials, and Liberty Broadband's spin-off of GCI Liberty. Activist investors have also been making moves, with Jana Partners taking a stake in Cooper and urging strategic alternatives.
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXX% technology brands XXXX% agencies XXXX%
Social topic influence stocks #4200, acquisition #822, market cap #177, dividend #167, private equity #202, ceo #3312, bloomberg 4.35%, the first 4.35%, $avdl 2.9%, $23share XXX%
Top accounts mentioned or mentioned by @rngould @michellefdavis @crystalttc @laurenthomas @dnair5 @joshuasisco @lianabaker
Top assets mentioned Alkermes Inc. plc (ALKS) Performance Food Group Company (PFGC) US Foods Holding Corp. (USFD) PepsiCo, Inc. (PEP) Ally Financial, Inc. (ALLY) GE Vernova Inc. (GEV) Blackstone, Inc. (BX) Boeing Co (BA) Spirit Aerosystems Holdings, Inc. (SPR) Atkore Inc. (ATKR) Essential Utilities, Inc. (WTRG) American Water Works Company, Inc. (AWK) Frontdoor, Inc. Common Stock (FTDR) Treehouse Foods, Inc. (THS) RLI Corp. (RLI) BellRing Brands, Inc. (BRBR) IBM (IBM) Confluent, Inc. Class A Common Stock (CFLT) SATS (Ordinals) (SATS) Morgan Stanley (MS) Eclipse (ES) TPG, Inc. (TPG) Hologic, Inc. (HOLX) The Official XX coin (76) Roper Technologies Inc (ROP) Integral (ITGR) OneStream, Inc. Class A Common Stock (OS) JPMorgan Chase (JPM) IES Holdings, Inc. Common Stock (IESC) Sealed Air Corp (SEE) Fulton Financial Corp (FULT) WP Carey, Inc. (WPC) Landstar System Inc (LSTR) Trimble Inc (TRMB)
Top posts by engagements in the last XX hours
"Irenic Is Said to Build Stake in Atkore $ATKR Push for a Sale - Bloomberg @LianaBaker @crystalttc ✴Irenic Capital Management has built a XXX% stake in electrical manufacturing company Atkore and is urging it to pursue a potential sales process. ✴The activist investor has privately engaged with the board and management of Atkore. ✴A sale to private equity is the best outcome for shareholders the hedge fund contends"
X Link 2025-09-30T16:55Z 5627 followers, 1500 engagements
"American Water Works $AWK to Acquire Essential Utilities $WTRG for $XXXXX Billion - 💧Essential shareholders will receive XXXXX shares of American Water for each share of Essential they own at the closing of the transaction. 💧This exchange ratio implies a price of $XXXXX per share which is at a premium of XXXX% from the stocks last close. 💧The deal is expected to close by the end of the first quarter of 2027. For more comprehensive information about the acquisition of Essential Utilities by American Water Works click on the link below:"
X Link 2025-10-27T12:47Z 5626 followers, 3249 engagements
"Kennedy-Wilson $KW Gets Buyout Offer from CEO McMorrow and Fairfax Financial - A consortium led by Kennedy-Wilson CEO William McMorrow and Fairfax Financial offered to acquire all of the outstanding shares of common stock of Kennedy-Wilson for $XXXXX per share in cash. The consortium collectively owns approximately XX% of the companys outstanding common stock"
X Link 2025-11-05T06:33Z 5626 followers, 1081 engagements
"$FTDR Frontdoor named Jason Bailey as Senior VP & CFO effective Nov XX 2025. Bailey has been VP of Finance since 2018. He succeeds Jessica Ross who will stay on through year-end as Senior VP & Advisor. 💰 CFO Compensation Highlights Baileys package includes: $475K base salary XX% target bonus Equity awards beginning 2026 $600K performance-share grant vesting in X years (subject to goals) Third-Quarter 2025 Financial Results Revenue +14% to $618M Net income +5% to $106M Adj. EBITDA +18% to $195M Strong growth in real estate & DTC channels 2-10 acquisition synergies ahead of plan $215M in"
X Link 2025-11-05T19:18Z 5626 followers, XXX engagements
"Investindustrial to Acquire TreeHouse Foods $THS for $XXX Billion - 🍫TreeHouse Foods shareholders will receive $XXXX per share in cash for each share of common stock owned at closing and one non-transferable Contingent Value Right (CVR) per common share. 🍫The CVR will provide holders with an opportunity to receive on a per unit basis XX% of net proceeds if any are recovered from the ongoing TreeHouse Foods Inc. et al. v. Green Mountain Coffee Roasters Inc. et al. litigation. 🍫The upfront cash payment of $XXXX per share represents a premium of XXXXX% from the stocks last close. 🍫The deal"
X Link 2025-11-10T13:03Z 5626 followers, 1766 engagements
"Insuranc Company $RLI - CFO Transition and Special Dividend ✴CFO Todd Bryant to retire in 2026 after more than three decades with the company. He joined in 1993 and has served as CFO since 2019. Bryant will step down on Dec XX 2025 transitioning to an advisory role through retirement ✴Aaron Diefenthaler RLIs CIO & Treasurer since 2012 will become CFO effective Jan X 2026. The long-time exec will earn a $400K base salary ✴ A special dividend of $2/share was declared; Payable on Dec XX 2025; ex-div Nov XX 2025"
X Link 2025-11-14T01:46Z 5627 followers, XXX engagements
"Avadel Pharmaceuticals $AVDL announced it received an unsolicited acquisition proposal from H. Lundbeck for up to $23/share. The offer includes $XX in cash plus $X in CVR tied to future LUMRYZ and valiloxybate U.S. net sales milestones ($1 if they reach $450M by 2027 and another $X if they reach $700M by 2030). Avadels Board says the offer would reasonably be expected to qualify as a Company Superior Proposal but theres no assurance discussions will lead to a final determination or a deal"
X Link 2025-11-14T11:29Z 5627 followers, 3130 engagements
"Nutrition products company - $BRBR BellRing Brands (+5.2%) as it authorized a new $600M buyback roughly XX% of its market cap The company had already repurchased $123M under its prior $400M authorization (effective Sept X 2025) which is now cancelled and replaced with the expanded program"
X Link 2025-11-20T16:00Z 5626 followers, 1019 engagements
"US Foods $USFD announced that it has terminated the information sharing process with Performance Food $PFGC by mutual agreement and will no longer pursue a potential combination"
X Link 2025-11-24T11:46Z 5626 followers, 1223 engagements
"$USFD $PFGC US Foods is doubling down on independence and capital returns👇👇 🔁 The food giant announced a $250M accelerated share repurchase (ASR) under its existing program and a new $1B buyback authorization (6% of current market cap) while reaffirming its FY 2025 outlook and 20252027 longrange plan ❌ US Foods and Performance Food Group mutually agreed to end their information-sharing process. They will no longer pursue a potential merger after concluding that regulatory hurdles and synergy math didnt justify a deal. PFGs CEO George Holm stated that both sides see more value in executing"
X Link 2025-11-24T12:07Z 5626 followers, XXX engagements
"Diana Shipping $DSX submitted a proposal to Genco Shipping & Trading $GNK to acquire all outstanding shares for $XXXXX per share in cash"
X Link 2025-11-24T15:45Z 5626 followers, XXX engagements
"IBM $IBM to Acquire Confluent $CFLT for $XX Billion in Cash - ✴IBM will acquire all of the issued and outstanding common shares of Confluent for $XX per share in cash representing a premium of XXXXX% from the stocks last close. ✴The deal is expected to close by the middle of 2026. In October Reuters reported that Confluent wasexploring a saleafter attracting acquisition interest. The stock was trading at $XXXXX before it was revealed that the company was working with an investment bank on the sale process. For further information regarding the acquisition of Confluent by IBM click on the link"
X Link 2025-12-08T13:54Z 5627 followers, XXX engagements
"Scoreboard maker Daktronics $DAKT jumps +7.96% premarket on a Q2 double beat: GAAP EPS $XXXX (+$0.08) and rev $229.3M (+10% Y/Y). Orders hit $199.1M Company taps Ramesh Jayaraman as CEO from Feb X 2026 and adds $20M to buyback after repurchasing 0.7M shares at an average price of $XXXXX equaling $XXXX million of share repurchases"
X Link 2025-12-10T13:32Z 5629 followers, XXX engagements
"Also included in the list are: $DAKT - +(11.82%) Q2 double beat + $20M share repurchase + new CEO $ALLY -(+3.83%) $2B share repurchase (15% of market cap)"
X Link 2025-12-10T13:42Z 5629 followers, XXX engagements
"Blackstone $BX and TPG $TPG to Take Hologic $HOLX Private in a $XXXX Billion Deal - ✴Blackstone and TPG will acquire all outstanding Hologic shares for $XX per share in cash plus a non-tradable contingent value right (CVR) to receive up to $X per share in two payments of up to $XXXX each. ✴The non-tradable CVR would be issued to Hologic stockholders at closing and paid after achieving certain global revenue goals for Hologics Breast Health business in 2026 and 2027. ✴The cash price of $XX represents a premium of XXXX% from the stocks last close. ✴The deal is expected to close in the first"
X Link 2025-10-21T14:00Z 5625 followers, XXX engagements
"Roper Technologies announces Q3 financial results and new $X billion share repurchase program raises 2025 guidance $ROP"
X Link 2025-10-23T18:43Z 5625 followers, 1372 engagements
"Update on $ITGR: A brutal sell-off followed by well-timed insider buying and a buyback announcement Integer Holdings collapsed XX% on Oct XX closing near $XX after a $XX drop - its largest one-day decline ever taking the stock to an all-time low. The irony Q3 itself was solid: sales +8% Y/Y to $468M and adj. EPS +25% to $XXXX both above consensus. But the guidance cuts overwhelmed the beat. Management lowered FY25 revenue to $1.84$1.854B (from XX% growth to 78%) and trimmed adj. operating income and EBITDA citing weaker customer forecasts for CRM and MedTech products and slower adoption of"
X Link 2025-11-05T13:02Z 5627 followers, XXX engagements
"Financial Software Provider OneStream $OS Explores Sale - Reuters ✴OneStream has been working with investment bankers at JPMorgan Chase on its options. ✴Private equity firms including Blackstone $BX and Hg are among the names that have been studying possible bids for OneStream in recent weeks"
X Link 2025-11-06T06:25Z 5625 followers, 1186 engagements
"Gulf Island Fabrication $GIFI to be Acquired by IES Holdings $IESC for $XXX Million - ✴IES will pay $XX in cash per Gulf Island share representing a premium of XXXXX% from the stocks last close. ✴The deal is expected to close in the quarter ending March XX 2026. To explore more about the acquisition of Gulf Island Fabrication by IES Holdings click on the link below:"
X Link 2025-11-07T14:56Z 5627 followers, 1019 engagements
"Clayton Dubilier & Rice to Acquire Sealed Air $SEE for $XXXX Billion - 📦Sealed Air stockholders will receive $XXXXX in cash per share representing a discount of XXXX% from the stocks last close. 📦The deal is expected to close in mid-2026. 📦Sealed Air has a 30-day go-shop period to solicit additional acquisition proposals from third parties. Last week WSJ reported that buyout firm CD&R wasin talksto take packaging provider Sealed Air private. The stock was trading at $XXXXX before the report came out. For more intricate details regarding the acquisition of Sealed Air by CD&R click on the"
X Link 2025-11-17T13:01Z 5625 followers, 1049 engagements
"$KRNT Kornit Digital Announces CFO Transition and New $XXX Million Share Repurchase Program representing XX% of its current market cap Kornit announces a CFO transition as Lauri Hanover steps down for personal reasons after X years in the role. Shell remain through mid-Dec 2025 to ensure a smooth handoff. The company appointed Assaf Zipori as its new CFO bringing deep financial strategic and operational experience from the tech and manufacturing sectors. Zipori most recently served as Global CFO at Nano Dimension $NNDM and previously as CFO of Markforged $MKFG"
X Link 2025-11-17T17:33Z 5628 followers, XXX engagements
"Fulton Financial $FULT to Acquire Blue Foundry $BLFY in a $XXX Million All-Stock Deal - 🏦Each share of Blue Foundry common stock will be exchanged for XXXX shares of Fulton common stock valuing Blue Foundry at $XXXXX per share representing a XXXXX% premium from the stocks last close. 🏦The deal is expected to close in the second quarter of 2026. For a comprehensive understanding of the acquisition of Blue Foundry by Fulton click on the link below:"
X Link 2025-11-24T15:19Z 5627 followers, XXX engagements
"$NLOP Net Lease Office Properties (W.P. Carey spinoff) declared a $XXXX special cash dividend its second this year after $3.10/share in August 🗓Ex-div: Dec X Pay date: Dec XX. 📈Since the spin: $NLOP +184.24% vs $WPC +21.43%"
X Link 2025-11-26T02:11Z 5625 followers, 1216 engagements
"Synchronoss Technologies $SNCR to be Acquired by Lumine Group for $XXXXX Million - ✴Synchronoss shareholders will receive $X per share in cash for each share of common stock they own representing a premium of XXXXX% from the stocks last close. ✴The $X per share price could be lowered if the companys transaction expenses exceed a certain threshold. ✴The deal is expected to close in the first half of 2026. For comprehensive insights into the acquisition of Synchronoss by Lumine click on the link below:"
X Link 2025-12-04T15:22Z 5625 followers, XXX engagements
"Landstar System Announces Special Dividend of $2/share Payable: Jan XX 2026 Record date: Jan X 2026 🔁💰 $LSTR bought 1.28M shares YTD for $180.9M and returned another $124.8M via dividends in FY25. 💰 With $434M in cash & short-term investments (as of Sept 27) the company says it will continue opportunistic buybacks using free cash flow"
X Link 2025-12-04T16:53Z 5625 followers, XXX engagements
"Trimble known for its GPS construction tech and geospatial solutions has approved a new $1B share repurchase program (5% of market cap) with no expiration replacing the prior $1B plan that still had $273M left Another tech company leaning into the buyback playbook $TRMB"
X Link 2025-12-05T13:40Z 5625 followers, XXX engagements
"How Investor Pushback Killed the CoreWeave Core Scientific Merger Deal Postmortem The Core Scientific $CORZ and CoreWeave $CRWV merger was pitched as a blockbuster AI-infrastructure pairing. Instead it spiraled into one of 2025s biggest shareholder uprisings. Our latest deal postmortem breaks down: 🔸CoreWeaves $X billion all-stock bid for Core Scientific and the immediate market skepticism it triggered. 🔸The companies complicated history including a prior rejected buyout attempt and deep hosting ties. 🔸How Core Scientifics post-bankruptcy rebound and CoreWeaves rapid ascent set up a"
X Link 2025-12-05T15:38Z 5627 followers, 1336 engagements
"STAAR Surgical $STAA says the go-shop period under its amended merger agreement with Alcon $ALC expired on December X 2025. Citi contacted XX potential bidders including financial sponsors strategics and the parties identified as A B and C in the proxy statement. Two parties signed NDAs and reviewed diligence materials but no competing acquisition proposals were submitted before the deadline"
X Link 2025-12-08T14:24Z 5627 followers, 2638 engagements
"Contango Ore $CTGO Acquires Dolly Varden Silver $DVS in a $XXXXX Million All-Stock Deal - ⛏Contango will acquire all of the issued and outstanding common shares of Dolly Varden at an exchange ratio of XXXXXX of a share of voting common stock of Contango for each DV Share held. ⛏The exchange ratio values Dolly Varden at about $XXXX per share representing a discount of XXXX% from the stocks last close. ⛏The deal is expected to close in late February or early March 2026. For further details regarding the acquisition of Dolly Varden Silverby Contango Ore click on the link below:"
X Link 2025-12-08T15:17Z 5627 followers, 1108 engagements
"Paramount $PSKY Launches all-cash Tender Offer to Acquire Warner Bros. Discovery $WBD - 🎬Paramount has commenced the tender offer for $XX per share in cash equating to an enterprise value of $XXXXX billion. 🎬Paramount's proposed transaction is for the entirety of WBD including the Global Networks segment. 🎬Paramount's tender offer is scheduled to expire on January X 2026. Read more about the bidding war and the history of the Warner Bros. Discovery saga in our Merger Arbitrage Mondays post:"
X Link 2025-12-08T15:46Z 5625 followers, 1120 engagements
"MW Group Blackstone Real Estate and DivcoWest to Acquire Alexander & Baldwin $ALEX for $XXX Billion in Cash - 🏘Alexander & Baldwin shareholders will receive $XXXX per share in cash for each share of A&B common stock they own representing a XXXXX% premium from the stocks last close. 🏘The deal is expected to close in the first quarter of 2026. 🏘A&B announced a fourth quarter 2025 dividend of $XXXX per share payable January X 2026 to shareholders of record on December XX 2025. This amount will reduce the merger consideration. To get more insights about the acquisition of Alexander & Baldwin"
X Link 2025-12-09T07:14Z 5627 followers, XXX engagements
"Core & Main Inc. boosts its existing share repurchase plan by $XXX million bringing the total authorization under the program to $X billion Aggressive buybacks in 2022 H1 2024 have slowed noticeably in H2 2024 and 2025 $CNM"
X Link 2025-12-09T13:44Z 5625 followers, XXX engagements
"🔊 Mastercard boosts its dividend by XXXX% and announces its largest buyback yet: a new $14B repurchase plan (3% of market cap). 💳 The new stock buyback program will become effective after the completion of the previously announced $12B program 💳 The company has $4.2B remaining under the previously announced share repurchase program $MA"
X Link 2025-12-10T02:20Z 5627 followers, XXX engagements
"Khrom Capital Urges Acadia Healthcare $ACHC to Explore Sale - ⚕Khrom which owns XXX% of Acadia sent a letter to the Board reiterating its belief that the company should pursue a formal review of strategic alternatives including a sale to maximize value for its shareholders. ⚕The investment manager also highlighted eroding shareholder confidence in leadership and incremental changes that are no longer sufficient. ⚕The investor criticized the companys board for a lack of accountability citing long director tenures minimal stock ownership and delayed governance reforms"
X Link 2025-10-02T05:53Z 5630 followers, 1126 engagements
"Advertising agency Havas and private equity firms Apollo $APO and KKR $KKR have expressed interest in WPP $WPP Bloomberg reported citing the Times. Potential buyers could seek to acquire the whole company or parts of it. There have been talks at a high level at Havas on the potential for a WPP deal"
X Link 2025-11-15T13:10Z 5629 followers, 1271 engagements
"Alkermes $ALKS and Avadel $AVDL have agreed to an increased acquisition offer of up to $XXXX per share. ✴Offer includes $XX in cash and a $XXX CVR tied to FDA approval of LUMRYZ for idiopathic hypersomnia by the end of 2028. ✴The deal values Avadel at about $XXXX billion and is expected to close in Q1 2026. ✴Avadels board says the competing Lundbeck proposal is no longer a Company Superior Proposal"
X Link 2025-11-19T11:26Z 5629 followers, 1612 engagements
"Somnigroup $SGI Proposes to Acquire Leggett & Platt $LEG - 🛏Leggett & Platt shareholders would receive shares of Somnigroup common stock with a market value of $XX for every one share of Leggett & Platt common stock based on a fixed exchange ratio to be agreed. 🛏Somnigroup has appointed Goldman Sachs as its financial advisor and Cleary Gottlieb Steen & Hamilton as legal advisors. 🛏The company requested a response from Leggett & Platt by December XX 2025"
X Link 2025-12-01T12:21Z 5629 followers, 1181 engagements
"FTC Requires Boeing $BA to Divest Several Spirit $SPR Assets to Proceed with Merger - The FTC announced it will require Boeing to divest significant assets of Spirit AeroSystems to address antitrust concerns tied to Boeings planned acquisition of Spirit. Under the proposed consent order: ✈Airbus will receive Spirit businesses that currently supply major aerostructures for Airbus aircraft including all necessary assets and personnel. ✈Spirits Subang Malaysia aerostructures business which supplies both Boeing and Airbus will be divested to Composites Technology Research Malaysia (CTRM). ✈Boeing"
X Link 2025-12-04T06:24Z 5629 followers, 2841 engagements
"The acquisition of Spirit Aerosystems $SPR by Boeing $BA was completed on December X 2025. It took XXX days for the deal to be completed"
X Link 2025-12-08T14:20Z 5630 followers, 1570 engagements
"Specialty retailer - The Buckle Inc. announces a $XXXX per share special cash dividend a $0.35/share quarterly dividend and the appointment of Ashley L. Andreas as Vice President of Human Resources 📅 Record Date: Jan XX 2026 📅 Pay Date: Jan XX 2026 $BKE"
X Link 2025-12-09T14:18Z 5629 followers, XXX engagements
"Activist Investor Jana Urges Alkami Technology $ALKT to Explore Sale - Bloomberg 🔸Jana Partners thinks Alkami is undervalued and should explore a sale to a rival corporation or private equity player. 🔸Alkami is an attractive private equity takeout candidate given its organic top-line growth of about XX% and a high customer retention rate Scott Ostfeld managing partner at Jana said during a presentation at the Bloomberg Activism Forum in New York. 🔸A robust private equity and financing environment also bodes well for the prospects of a buyout he added"
X Link 2025-12-10T07:35Z 5630 followers, XXX engagements
"$HON Honeywell appoints former PepsiCo Chair & CEO Indra Nooyi to its Board as an Independent Director effective January X 2026"
X Link 2025-12-10T12:49Z 5629 followers, XXX engagements
"Global energy player GE Vernova just checked every box for shareholders: raised its multi-year outlook doubled the quarterly dividend and expanded its buyback to $10B from the prior $6B (2.5% of market cap) with $3.3B already spent 📈The spinoff is clearly trouncing the parent outperforming $GE by nearly 3x $GEV"
X Link 2025-12-10T13:06Z 5629 followers, XXX engagements
"🔊 Digital financial services provider Ally Financial just rolled out a new $2B multi-year share repurchase plan roughly XX% of its market cap Shares are trading higher in the premarket on the news $ALLY"
X Link 2025-12-10T13:37Z 5629 followers, XXX engagements
"Regions Financial approves a new $3B buyback (12% of market cap) for 202627 replacing its current plan 🟢Shares look cheaper at 1.8x book vs JPMs 2.9x with a richer XXX% dividend vs XXX% for $JPM $RF"
X Link 2025-12-11T12:24Z 5629 followers, XXX engagements