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Nelson Peltz's Trian… Nelson Peltz's Trian Fund Management disclosed in an SEC filing its holdings as of March 31, 2022. Trian exited one position during the quarter, Comcast (CMCSA). Trian increased its stake in five holdings, including by size of previous position, Invesco (IVZ), Mondelez (MDLZ), General Electric (GE), Janus Henderson (JHG), and Ferguson (FERG). Trian reduced its stake in two holdings, including by size of previous position, Sysco (SYY) and Procter & Gamble (PG). Trian's top holdings as of March 31, in order of size, were Ferguson, Invesco, Janus Henderson, Sysco, and Wendy's (WEN). ShowHide Related Items >><< - 05/11/22
- Wendy's reports Q1 U.S. systemwide sales growth of 2.4%
- 05/11/22
- Wendy's reports Q1 U.S. same-restaurant sales growth 1.1%
- 05/02/22
- Wendy's launches breakfast menu in Canada
- 05/10/22
- Sysco says supply chain conditions 'improving'
- 05/10/22
- Sysco 'concerned' about long-term impact of elevated inflation
- 05/10/22
- Sysco: Business & industry, travel & hospitality heavily impacted by Covid
- 04/20/22
- Procter & Gamble seeing 'significant' impact from China lockdowns
- 04/20/22
- P&G expects to repurchase $10B of stock this year, pay over $8B in dividends
- 04/20/22
- Procter & Gamble sees EPS impact of Russia-Ukraine pullback of 4c in Q4
- 05/13/22
- CFTC settles enforcement action against Kraft, Mondelez
- 05/10/22
- Mondelez sees adjusted EPS growth in high single digits on CC basis
- 05/10/22
- Mondelez to divest developed market gum business, global Halls business
JHG Janus Henderson Group - 05/04/22
- Janus Henderson Group announces new $200M share buyback program
- 03/23/22
- Janus Henderson announces Ali Dibadj as next CEO
- 02/11/22
- Peltz's Trian Fund boosts GE, cuts Mondelez in Q4
- 05/10/22
- Invesco reports preliminary AUM $1.476T as of April 30
- 04/27/22
- Invesco REIT acquires self-storage property, terms not disclosed
- 04/11/22
- Invesco reports preliminary AUM of $1.5559B as of March 31, 2022
- 05/12/22
- GE Healthcare announces up to $50M strategic investment in Pulsenmore
- 05/06/22
- Biden Administration announces launch of 'Additive Manufacturing Forward' plan
- 04/28/22
- GE Healthcare, Medtronic collaborate for outpatient care
- 05/12/22
- Ferguson announces primary listing now on NYSE
- 04/13/22
- Trian Partners takes 5.2% passive stake in Ferguson
- 04/13/22
- Ferguson announces GBP 450M buyback
- 05/12/22
- Marcien Jenckes named president of Comcast, Charter joint venture
- 05/09/22
- Comcast announces additional efforts for Affordable Connectivity Program
- 05/09/22
- Internet providers join President Biden's Affordable Connectivity Program
- 05/06/22 Truist
- Cable One price target lowered to $1,400 from $2,000 at Truist
- 04/29/22 Morgan Stanley
- Comcast price target lowered to $55 from $60 at Morgan Stanley
- 04/29/22 Needham
- Accolade price target lowered to $12 from $33 at Needham
- 04/29/22 Deutsche Bank
- Comcast price target lowered to $60 from $62 at Deutsche Bank
- 04/27/22 Deutsche Bank
- Invesco price target lowered to $24 from $26 at Deutsche Bank
- 04/27/22 Citi
- Invesco price target lowered to $22.50 from $26 at Citi
- 04/12/22 Citi
- Invesco price target lowered to $26 from $32 at Citi
- 04/12/22 Keefe Bruyette
- Invesco downgraded to Market Perform from Outperform at Keefe Bruyette
- 04/27/22 Mizuho
- Mondelez price target lowered to $75 from $77 at Mizuho
- 04/12/22 Credit Suisse
- Mondelez reinstated with an Outperform at Credit Suisse
- 03/30/22 UBS
- Mondelez initiated with a Buy at UBS
- 01/31/22 BMO Capital
- Mondelez price target raised to $75 from $67 at BMO Capital
- 05/11/22 Wolfe Research
- GE trades at 'sizable' sum-of-the-parts discount, says Wolfe Research
- 04/29/22 Barclays
- General Electric price target lowered to $100 from $115 at Barclays
- 04/27/22 BofA
- General Electric price target lowered to $120 from $132 at BofA
- 04/27/22 Deutsche Bank
- General Electric price target lowered to $107 from $118 at Deutsche Bank
JHG Janus Henderson Group - 05/05/22 Deutsche Bank
- Janus Henderson Group price target lowered to $25 from $31 at Deutsche Bank
- 02/18/22 Deutsche Bank
- Janus Henderson Group price target lowered to $33 from $36 at Deutsche Bank
- 02/04/22 Macquarie
- Janus Henderson Group downgraded to Neutral from Outperform at Macquarie
- 07/20/21 Citi
- Janus Henderson Group downgraded to Neutral from Buy at Citi
- 05/12/22 Credit Suisse
- Ferguson price target lowered to 10,365 GBp from 11,475 GBp at Credit Suisse
- 04/25/22 Truist
- Ferguson price target lowered to $165 from $180 at Truist
- 04/22/22 Barclays
- Ferguson initiated with an Overweight at Barclays
- 04/13/22 Deutsche Bank
- Ferguson downgraded to Hold from Buy at Deutsche Bank
- 05/11/22 CL King
- Sysco estimates raised at CL King after 'robust' Q3 results
- 05/11/22 Deutsche Bank
- Sysco price target raised to $84 from $82 at Deutsche Bank
- 05/11/22 Morgan Stanley
- Sysco price target raised to $94 from $86 at Morgan Stanley
- 05/11/22 Credit Suisse
- Sysco price target raised to $107 from $97 at Credit Suisse
- 04/22/22 Barclays
- Procter & Gamble price target raised to $176 from $167 at Barclays
- 04/21/22 Jefferies
- Procter & Gamble price target raised to $185 from $179 at Jefferies
- 04/21/22 Deutsche Bank
- Procter & Gamble price target raised to $177 from $173 at Deutsche Bank
- 04/21/22 Raymond James
- Procter & Gamble price target raised to $180 from $175 at Raymond James
- 05/12/22 Truist
- Wendy's price target lowered to $27 from $29 at Truist
- 05/12/22 Wedbush
- Wendy's price target lowered to $23 from $28.50 at Wedbush
- 05/12/22 Deutsche Bank
- Wendy's price target lowered to $20 from $26 at Deutsche Bank
- 05/12/22 Barclays
- Wendy's price target lowered to $25 from $28 at Barclays
- 05/11/22
- Wendy's backs FY22 adjusted EPS view 82c-86c, consensus 87c
- 05/11/22
- Wendy's reports Q1 adjusted EPS 17c, consensus 18c
- 05/10/22
- Notable companies reporting before tomorrow's open
- 05/10/22
- Sysco sees Q4 adjusted EPS $1.05-$1.15, consensus $1.09
- 05/10/22
- Sysco raises FY22 adjusted EPS view to $3.16-$3.26 from $3.00-$3.10
- 05/10/22
- Sysco reports Q3 adjusted EPS 71c, consensus 55c
- 05/09/22
- Notable companies reporting before tomorrow's open
- 04/20/22
- Procter & Gamble reports Q3 EPS $1.33, consensus $1.29
- 04/19/22
- Notable companies reporting before tomorrow's open
- 01/19/22
- Procter & Gamble backs FY22 core EPS growth 3%-6%, consensus $5.91
- 04/26/22
- Mondelez sees mid-to-high single digit adjusted EPS growth for FY22
- 04/26/22
- Mondelez reports Q1 adjusted EPS 84c, consensus 74c
- 04/26/22
- Notable companies reporting after market close
- 01/27/22
- Mondelez sees FY22 adjusted EPS growth, consensus $3.10
JHG Janus Henderson Group - 05/04/22
- Janus Henderson Group reports Q1 adjusted EPS 75c, consensus 86c
- 02/03/22
- Janus Henderson Group reports Q4 EPS $1.05, consensus $1.03
- 04/26/22
- Invesco reports Q1 adjusted EPS 56c, consensus 58c
- 01/25/22
- Invesco reports Q4 adjusted EPS 86c, consensus 66c
- 04/26/22
- GE sees FY22 adjusted EPS at low end of $2.80-$3.50 view, consensus $3.21
- 04/26/22
- General Electric reports Q1 adjusted EPS 24c, consensus 19c
- 04/25/22
- Notable companies reporting before tomorrow's open
- 04/28/22
- Comcast reports Q1 adjusted EPS 86c, consensus 80c
- 04/27/22
- Notable companies reporting before tomorrow's open
- 01/27/22
- Comcast reports Q4 adjusted EPS 77c, consensus 73c
- 03/19/22
- Wendy's stock looking like a buy, Barron's says
- 12/23/21
- Food suppliers may be in focus amid Sen. Warren inflation letter, NBC News says
- 03/30/22
- Figs seen by bankers as possible private equity takeout target, Axios says
- 03/19/22
- Chevron, Verizon among dividend stocks to choose for retirement, Barron's says
- 03/09/22
- Nestle to halt all capital investment in Russia, Reuters reports
- 02/12/22
- Caterpillar, Philip Morris could thrive during inflation, Barron's says
- 04/14/22
- Mondelez, Nestle, Pepsi face criticism from staff over Russia, Reuters reports
- 01/28/22
- Mondelez considering more price increases for snacks, WSJ reports
- 12/22/21
- Mondelez postpones planned reopening of Chicago headquarters, Reuters reports
- 05/12/22
- GE expects improvement across businesses in 2H22, Reuters reports
- 05/06/22
- Manufacturers to boost reliance on U.S. firms for 3D printing, AP reports
- 12/20/21
- Boeing suspends vaccine mandate for employees, NY Times reports
- 12/10/21
- GE, Union Pacific suspend Covid-19 vaccine requirements for workers, WSJ says
- 04/19/22
- Users report issues with Hulu, DownDetector says
- 04/01/22
- WWE producing two traditional tv shows about wrestling, WSJ reports
- 03/30/22
- Hulu loses Paramount, MGM films as EPIX deal ends, The Streamable says
- 03/11/22
- NBC's Peacock near deal on MLB games streaming, WSJ reports
- 05/11/22
- What You Missed On Wall Street On Wednesday
- 05/11/22
- What You Missed On Wall Street This Morning
- 04/18/22
- What You Missed On Wall Street On Monday
- 04/18/22
- What You Missed On Wall Street This Morning
- 02/08/22
- Wall Street in Fives - Must Read Lists for Tuesday
- 02/08/22
- Wall Street in Fives - Must Read Lists at Midday
- 04/20/22
- What You Missed On Wall Street On Wednesday
- 04/20/22
- What You Missed On Wall Street This Morning
- 04/20/22
- Fly Intel: Pre-market Movers
- 03/30/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 01/28/22
- Wall Street in Fives - Must Read Lists for Friday
- 01/28/22
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- 01/27/22
- Fly Intel: After-Hours Movers
- 05/13/22
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- 05/13/22
- What You Missed On Wall Street This Morning
- 04/26/22
- What You Missed On Wall Street On Tuesday
- 04/26/22
- What You Missed On Wall Street This Morning
- 05/08/22
- Box Office Battle: 'Doctor Strange 2' scores one of the top launches of all time
- 05/01/22
- Box Office Battle: 'The Bad Guys' stays number 1 with $16.1M outing
- 04/29/22
- What You Missed On Wall Street On Friday
- 04/29/22
- What You Missed On Wall Street This Morning
- 05/10/22
- Early notable gainers among liquid option names on May 10th
- 04/26/22
- Procter & Gamble call volume above normal and directionally bullish
- 04/20/22
- Unusually active option classes on open April 20th
- 03/01/22
- Procter & Gamble put volume heavy and directionally bearish
- 04/26/22
- Mondelez options imply 3.3% move in share price post-earnings
- 01/21/22
- Early notable gainers among liquid option names on January 21st
- 12/23/21
- Early notable gainers among liquid option names on December 23rd
- 05/02/22
- Unusually active option classes on open May 2nd
- 04/26/22
- Unusually active option classes on open April 26th
- 01/25/22
- Unusually active option classes on open January 25th
- 01/04/22
- General Electric call volume above normal and directionally bullish
- 04/20/22
- Five new option listings and one option delisting on April 20th
- 05/09/22
- Comcast call volume above normal and directionally bullish
- 04/25/22
- Comcast put volume heavy and directionally bearish
- 04/21/22
- Comcast put volume heavy and directionally bearish
- 02/18/22
- Comcast put volume heavy and directionally bearish
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