Trian Partners

Walt Disney Co (NYSE:DIS) is in the midst of a proxy battle with activist investor Nelson Peltz, who isn't convinced Disney’s management team knows how to bring the magic back to shareholders. On the other hand, Morgan Stanley executive chair and newest Disney board member James...

An activist battle against media giant Walt Disney Co (NYSE:DIS) has several investors fighting to make changes at the company. Disney may have secured a key win ahead of its April annual meeting with the force of George Lucas. What Happened: A household name to many movie fans, Lucas founded...

Despite Walt Disney Co‘s (NYSE:DIS) string of recent announcements that sent shares higher, activist investor Nelson Peltz still isn’t convinced management knows how to bring the magic back. “They made these announcements like this management team just came into office about a...

Media giant Walt Disney Co (NYSE:DIS) will report first-quarter financial results after market close on Wednesday, Feb. 7, 2024. Here's a look at the earnings estimates, what analysts are saying and key items for investors to watch. Earnings Estimates: Disney is expected to report first-quarter...

Trian Partners founder and CEO Nelson Peltz has announced his latest move in his firm's ongoing proxy fight with Walt Disney Co (NYSE: DIS). What To Know: In a new press release, Trian announced Thursday that it plans to nominate Peltz and former Disney CFO Jay Rasulo to the...

Asset management firm Trian Fund Management LP has taken up a $900 million position in Comcast Corporation (NASDAQ: CMCSA) stock, it revealed in a filing with the United States Securities and Exchange Commission.  The hedge fund manages a multi-billion dollar portfolio and is known for...

Activist investor and Trian Partners CEO Nelson Peltz told CNBC on Thursday's "Halftime Report" he bought shares of unnamed companies that were "beaten down too much." Peltz's Buying Strategy The activist investor isn't disclosing what specific stocks he has been...

The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was buying...

Nelson Peltz initially lost a proxy campaign against Procter & Gamble Co (NYSE: PG), but a recount found he may have actually won by a slim margin. What You Need To Know Procter & Gamble's shareholders voted in October not to nominate Peltz to the company's board after a hotly...

Activist investor Nelson Peltz's campaign against Procter & Gamble Co (NYSE: PG) will soon be decided by shareholders. Peltz made the case as to why he deserves a seat at P&G's board and the company responded with an opinion that the billionaire investor has nothing new or unique to bring...

The U.S. consumer staples sector is modestly higher on a year-to-date basis, though the group trails the S&P 500 by a wide margin. However, with the group retreating from some recently elevated valuations, investors may want to consider exchange-traded funds offering a global approach to...

Anything but bitcoin. The cryptocurrency got little love at CNBC’s Delivering Alpha conference Tuesday, with JPMorgan Chase & Co. (NYSE: JPM) CEO Jamie Dimon calling it “fraudulent” and Saba Capital Management CIO Boaz Weinstein attributing its rise to nothing beyond FOMO....

Activist investor and Procter & Gamble Co (NYSE: PG) shareholder Nelson Peltz detailed his activist campaign against the consumer packaged giant Wednesday in a white paper presentation. Peltz's Trian Partners controls a $3.5 billion stake in P&G and made his desires to control a seat on...

BMO raised the EPS estimates and price target on the shares of SYSCO Corporation (NYSE: SYY) after the food distributor reported better-than-expected third-quarter earnings on favorable weather and the Easter holiday. Sysco reported adjusted EPS of $0.46, versus BMO's forecast of $0.41 and...