HPE's deal with activist investor Elliott may still cost CEO Antonio Neri his job—or end with a breakup of the company Since 2022, Elliott has ousted 14 CEOs at companies where it got involved. Fortune · Jul 16, 2025
At Hewlett Packard Enterprise, CEO Antonio Neri is negotiating with an activist investor with a history of forcing out chief executives Sources who talked to Fortune pointed to several clues, hiding in plain sight, about what Elliott potentially wants from HPE. Fortune · Jul 6, 2025
NRG rides the power wave with big deals as the S&P 500’s biggest riser in 2025 NRG is doubling its natural gas-fired power plant fleet through acquisitions and preparing to thrive with or without the data center power boom. Fortune · May 27, 2025
Phillips 66 and Elliott’s proxy battle ends in split vote over fight to break up energy giant Activist Elliott Investment Management successfully gained a foothold on the Phillips 66 board despite split voting results. Fortune · May 21, 2025
Phillips 66 sells Euro businesses ahead of Elliott proxy fight vote Phillips 66 is making divestments ahead of its proxy fight vote as Elliott aims to break the refining giant into parts. Fortune · May 15, 2025
Is Phillips 66 Stock Too Cheap Given Its Recent Dividend Hike and 4.5% Yield? Phillips 66 recently hiked its dividend 4.3%, despite lower earnings and cash flow. PSX stock now looks cheap with its 4.5%+ annual dividend yield, well over its historical average. Out-of-the-money short-put plays one month out yield 2.4%. Barchart · Apr 29, 2025
BP green energy chief to exit as it retreats from low-carbon investments Oil company says Giulia Chierchia will not be replaced after pressure from investors including Elliott The Guardian - UK · Apr 29, 2025
Prominent Hedge Fund Acquires Huge Stake in HPE: Is It a Buy Now? Hewlett Packard Enterprise has been hit hard in 2025, and one of the world's largest hedge funds is buying in big. Is now time to take a position? MarketBeat · Apr 18, 2025
Elliott Investment Is Betting Big on This Super Micro Computer Rival. Should You Buy the Stock Now? Elliott Investment Management has built a $1.5 billion stake in Hewlett Packard Enterprise. But HPE shares may still be unattractive to own in 2025. Barchart · Apr 15, 2025
Inside activist investor Elliott's proxy fight to break up Phillips 66 Elliott aims to replace much of the board and break up Phillips 66 into parts to potentially maximize value. Fortune · Apr 13, 2025
Elliott Management Is Buying Up Shares of This 1 European Company in Hopes of a Turnaround. Should You? Is Elliott Management’s investment in RWE a signal for a turnaround, or will the company’s cautious spending strategy limit its upside? Barchart · Apr 9, 2025
BP chair to resign amid pressure from shareholders over green agenda Helge Lund likely to leave post in 2026, with investor opposition having derailed net zero plans The Guardian - UK · Apr 4, 2025
CEO Jack Dorsey's background as his finance company Block lets go of 1,000 employees The previous owner of X says the mass job losses are not for financial reasons or because of greater use of AI Evening Standard · Mar 31, 2025
London Metal Exchange fined £9.2m by City watchdog over nickel price spike The FCA said the London Metal Exchange ‘should have been better prepared to address the serious risks posed by extreme volatility’. Evening Standard · Mar 20, 2025
Kiplinger · Mar 15, 2025 4 Turnaround Stocks to Consider – and 2 More to Keep an Eye On A turnaround stock is a struggling company with a strong makeover plan that can pay off for intrepid investors.
Evening Standard · Feb 13, 2025 Hedge fund’s BP stake worth £3.8bn as firm expected to ditch green promises Activist investor Elliott Management is expected to push for BP to pivot back towards traditional oil and gas.
The Guardian - UK · Feb 13, 2025 Activist hedge fund reportedly amasses £3.8bn stake in BP Elliott Management expected to demand strategy changes including pushing to abandon green energy pledge
The Guardian - UK · Feb 11, 2025 Time for BP’s chair to head for the exit Helge Lund is too closely tied to share price failure and BP’s inability to carry its investors with it
Evening Standard · Feb 11, 2025 BP profits slump to four year low as activist shareholder circles Disappointing results come weeks before major investor update on new strategy
The Guardian - UK · Feb 10, 2025 BP shares jump after feared US hedge fund Elliott takes stake Activist fund predicted to push for overhaul of oil company’s strategy and shake-up of board
Evening Standard · Feb 10, 2025 BP shares jump after activist investor reportedly buys stake The reported stake-buying by Elliott has fuelled speculation over strategy changes at the oil giant and an overhaul of its management.
Fortune · Jan 31, 2025 Activist investor Elliott Management says crypto is facing an ‘inevitable collapse’ after its ‘perceived proximity to the White House’ inflated a bubble The legendary activist firm warned that crypto is leading a market frenzy that has investors “acting like a crowd of sports bettors” by flocking to entirely speculative assets.
Kiplinger · Dec 16, 2024 Honeywell Is the Best Dow Stock on Spinoff Speculation Honeywell stock is higher Monday on news the industrial giant may spin off its aerospace segment. Here's what you need to know.
Barchart · Nov 20, 2024 Should You Follow Activist Investors Into This Dividend Stock? Activist investor Elliott Investment is eyeing this dividend-paying industrial stock.
Barchart · Nov 19, 2024 What Are Wall Street Analysts' Target Price for Honeywell International Stock? Honeywell International has underperformed the broader market over the past year, and Wall Street analysts are moderately bullish about the stock’s future.