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Jeffrey Smith's… Jeffrey Smith's Starboard Value disclosed in an SEC filing its holdings as of September 30, 2022. Starboard's five new buys during the quarter included, by size of position, Wix.com (WIX), Selina Hospitality (SLNA), Monterey Capital Acquisition Corp (MCAC), and Acri Capital Acquisition Corp (ACAC). Starboard exited eleven positions during the quarter, including by size of previous position, Elanco Animal Health (ELAN), Corteva (CTVA), Merit Medical Systems (MMSI), Kohl's (KSS), and GigCapital5 (GIA). Starboard increased its stake in three holdings, including by size of previous position, Atlantic Coastal Acquisition (ACAH) and Legato Merger Corp II (LGTO). Starboard reduced its stake in ten holdings, including by size of previous position, ON Semiconductor (ON), Huntsman (HUN), ACI Worldwide (ACIW), Mercury Systems (MRCY), and CommVault Systems (CVLT). Starboard's top holdings as of September 30, in order of size, were GoDaddy (GDDY), Aecom (ACM), Humana (HUM), Willis Towers Watson (WTW), and Gen Digital (GEN). ShowHide Related Items >><< - 07/12/22
- Willis Towers Watson acquires Butterwire, terms undislosed
- 06/29/22
- WTW appoints Schepers as Global Head of Insurance Consulting & Technology
- 06/16/22
- Willis Towers Watson partners with One Concern for climate resilience score
- 10/20/22
- Wix.com announces $300M share repurchase program
- 09/16/22
- Starboard Value discloses 9% stake in Wix.com
- 08/31/22
- Choice partners with Wix.com for ACH payments
- 11/03/22
- SLNA Stock trading resumes
- 11/03/22
- SLNA Stock trading halted, volatility trading pause
- 10/31/22
- SLNA Stock trading resumes
- 10/31/22
- SLNA Stock trading halted, volatility trading pause
- 09/21/22
- ON Semiconductor expands silicon carbide fab in Czech Republic
- 07/20/22
- ON Semiconductor CEO sells $1.1M in common stock
- 06/21/22
- ON Semiconductor to replace IPG Photonics in S&P 500 at open on 6/21
- 11/14/22
- Jana made new buy Freshpet top holding in Q3, also bought Momentive
- 10/25/22
- Mercury Systems's mPOD training system available for order
- 10/11/22
- Mercury Systems mission computer for Airbus A330 receives certification
- 08/15/22
- JANA Partners exits Zendesk, boosts stake in New Relic
- 11/01/22
- Merit Medical announces appointment of Wright to Chief Commercial Officer
- 09/27/22
- Merit Medical launches TEMNO Elite Soft Tissue Biopsy System
- 08/08/22
- Merit Medical launches SafeGuard Focus Cool Compression Device
- 07/20/22
- Merit Medical releases Elation Pulmonary Balloon Dilator configuration in U.S.
LGTO Legato Merger Corp. II - 11/08/22
- Southland awarded $596M SR 23 bridge project contract
- 10/17/22
- Southland awarded $155M Elm Fork water treatment plant filter complex in Texas
- 05/25/22
- Legato Merger II Corp trading resumes
- 05/25/22
- Legato Merger Corp. II and Southland Holdings to merge
- 11/14/22
- Appaloosa exits positions in Kohl's, Occidental Petroleum, Micron
- 11/08/22
- Ancora supports management transition at Kohl's
- 11/08/22
- Levi Strauss appoints Michelle Gass as President, to succeed Bergh as CEO
- 11/08/22
- Kohl's CEO Michelle Gass to step down, Tom Kingsbury to serve as interim CEO
- 09/16/22
- Huntsman drops 6% to $24.95 after lowering Q3 adjusted EBITDA view
- 08/09/22
- Huntsman to sell Textile Effects division to Archroma for $718M
- 10/26/22
- Humana, Monogram Health announce value-based care agreement
- 10/25/22
- Humana offering Medicare Advantage plans in two new states
- 10/24/22
- Humana and Cohere Health expand partnership for presurgical authorization
- 09/22/22
- CareMax, Oak Street up after report of interest in Cano Health
- 11/08/22
- Gen Digital says annual cost synergies increased to $300M+
- 11/07/22
- NortonLifeLock to become Gen Digital
- 06/29/22
- GoDaddy acquires Dan.com, terms not disclosed
- 05/18/22
- GoDaddy and Inky enter email security partnership
- 05/16/22
- Soros Capital buys Suncor and Mosaic during Q1, exits Alphabet
- 11/07/22
- Notable companies reporting before tomorrow's open
- 09/09/22
- Elanco reports Sachem Head's Scott Ferguson stepping down from board
- 09/09/22
- Elanco gains after Sachem Head raises stake to 6%
- 09/14/22
- Commvault appoints Alan Atkinson as Chief Partner Officer
- 06/29/22
- Commvault's data management included on Oracle Cloud
- 06/06/22
- Commvault VP Riccardo Di Blasio sells over $1M in shares
- 10/03/22
- Syngenta, Corteva sued by FTC for pay-to-black scheme
- 09/13/22
- Corteva authorizes $2B share repurchase program
- 08/30/22
- Corteva, BASF collaborate to develop soybean weed control solutions
- 08/12/22
- Starboard Value exits ZeroFox, boosts Mercury Systems in Q2
- 11/10/22
- Aecom's JV to supply California High-Speed Rail with management support
- 11/04/22
- Aecom's JV selected for Glassboro-Camden Line Light Rail project in New Jersey
- 11/03/22
- Aecom selected for major works package in Melbourne, Australia
- 10/17/22
- Aecom joint venture awarded water purification contract in San Diego
- 11/08/22
- ACI Worldwide names Thomas Warsop interim CEO
- 10/25/22
- RocketFuel Blockchain launches crypto payments loyalty program
- 09/01/22
- ACI Worldwide completes corporate online banking solutions divestiture
- 08/05/22
- ACI Worldwide enters agreement with Japan Card Network
- 11/11/22 Needham
- Wix.com price target raised to $100 from $85 at Needham
- 11/11/22 JPMorgan
- Wix.com initiated with a Neutral at JPMorgan
- 11/11/22 Citi
- Wix.com price target raised to $101 from $91 at Citi
- 10/19/22 Morgan Stanley
- Wix.com price target lowered to $81 from $89 at Morgan Stanley
MCAC Monterey Capital Acquisition ACAC Acri Capital Acquisition - 11/14/22 Piper Sandler
- Elanco price target lowered to $15 from $21 at Piper Sandler
- 10/17/22 JPMorgan
- Elanco price target lowered to $20 from $24 at JPMorgan
- 09/12/22 Barclays
- Elanco price target lowered to $18 from $32 at Barclays
- 08/18/22 Morgan Stanley
- Elanco downgraded to Equal Weight from Overweight at Morgan Stanley
- 11/07/22 RBC Capital
- Corteva price target raised to $78 from $72 at RBC Capital
- 11/07/22 Mizuho
- Corteva price target raised to $76 from $74 at Mizuho
- 10/20/22 Mizuho
- Corteva price target raised to $74 from $69 at Mizuho
- 10/04/22 Citi
- Corteva price target raised to $73 from $69 at Citi
- 11/07/22 Canaccord
- Merit Medical price target raised to $73 from $69 at Canaccord
- 10/27/22 Canaccord
- Merit Medical price target raised to $69 from $63 at Canaccord
- 10/27/22 Piper Sandler
- Merit Medical price target raised to $73 from $70 at Piper Sandler
- 10/14/22 Canaccord
- Merit Medical price target lowered to $63 from $69 at Canaccord
- 11/09/22 Morgan Stanley
- Kohl's CEO departure 'unsurprising,' says Morgan Stanley
- 11/09/22 Deutsche Bank
- Kohl's price target lowered to $34 from $36 at Deutsche Bank
- 11/09/22 Baird
- Kohl's price target lowered to $35 from $40 at Baird
- 09/16/22 JPMorgan
- Kohl's price target raised to $30 from $28 at JPMorgan
ACAH Atlantic Coastal Acquisition LGTO Legato Merger Corp. II - 11/14/22 DA Davidson
- Southland Holdings initiated with a Buy at DA Davidson
- 11/14/22 BofA
- Amazon.com removed from 'US 1 List' at BofA
- 11/01/22 Morgan Stanley
- ON Semiconductor price target raised to $70.40 from $65 at Morgan Stanley
- 11/01/22 Susquehanna
- ON Semiconductor price target lowered to $80 from $82 at Susquehanna
- 11/01/22 Mizuho
- ON Semiconductor price target lowered to $72 from $79 at Mizuho
- 11/08/22 Deutsche Bank
- Huntsman price target raised to $31 from $29 at Deutsche Bank
- 11/08/22 Tudor Pickering
- Huntsman downgraded to Hold from Buy at Tudor Pickering
- 11/07/22 Scotiabank
- Huntsman downgraded at Scotiabank on elevated EU exposure
- 11/07/22 Scotiabank
- Huntsman downgraded to Sector Perform from Outperform at Scotiabank
- 11/03/22 Craig-Hallum
- ACI Worldwide price target lowered to $30 from $38 at Craig-Hallum
- 11/02/22 Needham
- ACI Worldwide downgraded to Hold at Needham with headwinds seen persisting
- 11/02/22 Needham
- ACI Worldwide downgraded to Hold from Buy at Needham
- 11/02/22 BTIG
- ACI Worldwide price target lowered to $31 from $46 at BTIG
- 10/27/22 Raymond James
- Mercury Systems initiated with an Outperform at Raymond James
- 08/03/22 Alembic Global
- Mercury Systems downgraded to Neutral from Overweight at Alembic Global
- 08/03/22 Baird
- Mercury Systems price target lowered to $58 from $72 at Baird
- 05/31/22 Baird
- Baird upgrades Mercury Systems to Outperform with visibility set to improve
- 07/27/22 Lake Street
- Commvault price target lowered to $64 from $68 at Lake Street
- 07/27/22 RBC Capital
- Commvault price target lowered to $63 from $68 at RBC Capital
- 07/13/22 Piper Sandler
- Commvault downgraded to Neutral from Overweight at Piper Sandler
- 01/26/22 RBC Capital
- Commvault price target raised to $75 from $66 at RBC Capital
- 11/11/22 JPMorgan
- GoDaddy initiated with an Overweight at JPMorgan
- 11/04/22 Raymond James
- GoDaddy price target lowered to $88 from $100 at Raymond James
- 10/27/22 Evercore ISI
- GoDaddy added to 'Tactical Outperform' list at Evercore ISI
- 08/04/22 Evercore ISI
- GoDaddy removed from 'TAP Outperform' list at Evercore ISI
- 08/26/22 Baird
- Aecom price target raised to $89 from $82 at Baird
- 08/10/22 Baird
- Aecom price target raised to $82 from $80 at Baird
- 07/22/22 Citi
- Aecom price target lowered to $85 from $92 at Citi
- 05/10/22 Baird
- Aecom price target lowered to $81 from $88 at Baird
- 11/08/22 Wells Fargo
- Humana price target raised to $610 from $558 at Wells Fargo
- 11/07/22 Cowen
- Humana price target raised to $647 from $547 at Cowen
- 11/03/22 Truist
- Humana price target raised to $650 from $570 at Truist
- 11/03/22 RBC Capital
- Humana price target raised to $637 from $560 at RBC Capital
- 10/13/22 Piper Sandler
- Willis Towers Watson upgraded to Overweight from Neutral at Piper Sandler
- 09/26/22 Credit Suisse
- Willis Towers Watson initiated with an Outperform at Credit Suisse
- 07/12/22 Jefferies
- Willis Towers Watson price target lowered to $218 from $237 at Jefferies
- 07/12/22 Goldman Sachs
- Willis Towers Watson initiated with a Neutral at Goldman Sachs
- 10/27/22
- Willis Towers Watson cuts FY24 adj. EPS view to $17.50-$20.50 from $18.00-$21.00
- 10/27/22
- Willis Towers Watson sees FY22 organic revenue growth mid-single digits
- 10/27/22
- Willis Towers Watson reports Q3 adjusted EPS $2.20, consensus $2.13
- 07/28/22
- Willis Towers Watson sees FY22 organic revenue growth mid-single digits
- 11/10/22
- Wix.com sees FY22 revenue up 9%, consensus $1.38B
- 11/10/22
- Wix.com sees Q4 revenue $349M-$354M, consensus $351.15M.
- 11/10/22
- Wix.com reports Q3 EPS 6c, consensus (9c)
- 08/10/22
- Wix.com reports Q2 EPS (14c) vs. (28c) last year
- 10/31/22
- ON Semiconductor sees Q4 EPS $1.18-$1.34, consensus $1.25
- 10/31/22
- ON Semiconductor reports Q3 EPS $1.45, consensus $1.31
- 08/01/22
- ON Semiconductor sees Q3 EPS $1.25-$1.37, consensus $1.27
- 08/01/22
- ON Semiconductor reports Q2 EPS $1.34, consensus $1.26
- 11/01/22
- Mercury Systems sees FY23 adjusted EPS $1.93-$2.10, consensus $2.09
- 11/01/22
- Mercury Systems sees Q2 EPS 31c-36c, consensus 36c
- 11/01/22
- Mercury Systems reports Q1 adjusted EPS 24c, consensus 21c
- 08/02/22
- Mercury Systems reports Q4 EPS 81c, consensus 99c
- 10/26/22
- Merit Medical sees FY adjusted EPS $2.55-$2.61, consensus $2.47
- 10/26/22
- Merit Medical reports Q3 adjusted EPS 64c, consensus 53c
- 07/27/22
- Merit Medical sees FY22 adjusted EPS $2.42-$2.52, consensus $2.48
- 07/27/22
- Merit Medical reports Q2 adjusted EPS 73c, consensus 58c
- 11/08/22
- Kohl's reports preliminary Q3 EPS 82c, consensus 64c
- 08/18/22
- Kohl's sees FY22 EPS $2.80-$3.20, consensus $4.06
- 08/18/22
- Kohl's reports Q2 adjusted EPS $1.11, consensus $1.03
- 08/17/22
- Notable companies reporting before tomorrow's open
- 11/04/22
- Huntsman reports Q3 adjusted EPS 71c, consensus 72c
- 09/16/22
- Huntsman cuts Q3 adjusted EBITDA view to $260M-$280M from $310M-$355M
- 08/02/22
- Huntsman reports Q2 adjusted EPS $1.28, consensus $1.15
- 11/02/22
- Humana backs FY22 adjusted EPS view 'approximately $25.00,' consensus $25.03
- 11/02/22
- Humana reports Q3 adjusted EPS $6.88, consensus $6.28
- 11/01/22
- Notable companies reporting before tomorrow's open
- 11/08/22
- Gen Digital sees Q3 EPS 42c-45c
- 11/08/22
- Gen Digital reports Q2 adjusted EPS 45c vs. 43c a year ago
- 11/03/22
- GoDaddy now sees FY22 revenue $4.08B-$4.1B, consensus $4.11B
- 11/03/22
- GoDaddy sees Q4 revenue $1.03B-$1.05B, consensus $1.06B
- 11/03/22
- GoDaddy reports Q3 EPS 63c, consensus 58c
- 08/03/22
- GoDaddy lowers FY22 revenue view to $4.10B-$4.13B from $4.14B-$4.16B
- 11/08/22
- Elanco lowers FY22 adjusted EPS view to $1.01-$1.07 from $1.06-$1.13
- 11/08/22
- Elanco reports Q3 adjusted EPS 20c, consensus 16c
- 08/08/22
- Elanco sees Q3 adjusted EPS 12c-18c, consensus 26c
- 08/08/22
- Elanco lowers 2022 adjusted EPS view to $1.06-$1.13 from $1.15-$1.21
- 11/01/22
- Commvault sees Q3 revenue $202M-$205M, consensus $206.82M
- 11/01/22
- Commvault reports Q2 non-GAAP EPS 57c, consensus 50c
- 07/26/22
- Commvault sees Q2 operating expenses flat sequentially
- 07/26/22
- Commvault sees Q2 revenue $184M-$188M, consensus $192.94M.
- 11/03/22
- Corteva backs FY22 adjusted EPS view $2.45-$2.60, consensus $2.57
- 11/03/22
- Corteva reports Q3 adjusted EPS (12c), consensus (23c)
- 11/03/22
- Notable companies reporting after market close
- 08/04/22
- Corteva raises FY22 operating EPS view to $2.45-$2.60 from $2.35-$2.55
- 11/14/22
- Aecom reports Q4 adjusted EPS 89c, consensus 82c
- 08/08/22
- Aecom sees FY22 EPS $3.35-$3.50, consensus $3.43
- 08/08/22
- Aecom reports Q3 EPS 75c, consensus 82c
- 11/02/22
- ACI Worldwide backs FY22 revenue view $1.4B-$1.42B, consensus $1.46B
- 11/02/22
- ACI Worldwide reports Q3 adjusted EPS 11c, consensus 20c
- 09/01/22
- ACI Worldwide lowers FY22 revenue view to $1.4B-$1.42B from $1.415B-$1.435B
- 09/01/22
- ACI Worldwide lowers Q3 revenue view to $306M-$321M from $310M-$325M
- 09/16/22
- Starboard amasses roughly 9% stake in Wix.com, Reuters reports
- 07/26/22
- Mercury Systems mentioned as short at Glasshouse Research
- 08/01/22
- GTCR seeks possible leveraged buyout of Merit Medical, Street Insider says
- 10/12/22
- Macellum urges Kohl's to make board changes, WSJ reports
- 09/02/22
- Oak Street offers to buy as much as $2B of property from Kohl's, Reuters says
- 09/02/22
- Oak Street offers to buy as much as $2B of property from Kohl's, Reuters says
- 07/01/22
- Kohl's looking to sell some real estate, board chair tells CNBC
- 06/28/22
- Huntsman in discussions to sell textiles business to SK Capital, Bloomberg says
- 10/07/22
- Cano jumps after Bloomberg says CVS in exclusive buyout talks
- 09/22/22
- CVS Health said to weigh possible bid for Cano Health, Bloomberg says
- 09/22/22
- Cano Health takeover deal being considered by Humana, others, WSJ reports
- 09/22/22
- Cano Health circled by potential buyers including Humana, WSJ reports
- 09/26/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 11/11/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 09/29/22
- What You Missed On Wall Street On Thursday
- 09/29/22
- What You Missed On Wall Street This Morning
- 09/29/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 10/31/22
- What You Missed On Wall Street On Monday
- 10/31/22
- What You Missed On Wall Street This Morning
- 10/31/22
- Fly Intel: Pre-market Movers
- 08/30/22
- What You Missed On Wall Street This Morning
- 10/27/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 08/02/22
- Fly Intel: After-Hours Movers
- 07/26/22
- What You Missed On Wall Street On Tuesday
- 07/26/22
- What You Missed On Wall Street This Morning
- 10/26/22
- Fly Intel: After-Hours Movers
MCAC Monterey Capital Acquisition - 05/15/22
- Week in SPAC News: Amprius to go public via SPAC merger
- 11/08/22
- What You Missed On Wall Street On Tuesday
- 11/08/22
- What You Missed On Wall Street This Morning
- 09/15/22
- What You Missed On Wall Street On Thursday
- 09/15/22
- What You Missed On Wall Street This Morning
- 09/19/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 09/16/22
- What You Missed On Wall Street On Friday
- 09/16/22
- What You Missed On Wall Street This Morning
- 09/16/22
- Fly Intel: Pre-market Movers
- 10/26/22
- What You Missed On Wall Street This Morning
- 10/26/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 09/23/22
- What You Missed On Wall Street On Friday
- 09/22/22
- What You Missed On Wall Street On Thursday
- 09/09/22
- What You Missed On Wall Street On Friday
- 09/09/22
- What You Missed On Wall Street This Morning
- 08/18/22
- Fly Intel: Pre-market Movers
- 08/08/22
- What You Missed On Wall Street On Monday
- 08/08/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 08/04/22
- Fly Intel: After-Hours Movers
- 06/01/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 10/12/22
- Largest borrow rate increases among liquid names
- 11/14/22
- ON Semiconductor put volume heavy and directionally bearish
- 10/07/22
- ON Semiconductor put volume heavy and directionally bearish
- 08/29/22
- ON Semiconductor put volume heavy and directionally bearish
- 08/18/22
- ON Semiconductor put volume heavy and directionally bearish
- 11/08/22
- Unusually active option classes on open November 8th
- 10/05/22
- Kohl's Corporation put volume heavy and directionally bearish
- 08/09/22
- Kohl's put volume heavy and directionally bearish
- 07/20/22
- Kohl's call volume above normal and directionally bullish
- 09/15/22
- Early notable gainers among liquid option names on September 15th
- 11/08/22
- One new option listing and two option delistings on November 8th
- 09/16/22
- Elanco Animal Health call volume above normal and directionally bullish
- 09/14/22
- Elanco Animal Health call volume above normal and directionally bullish
- 09/13/22
- Elanco Animal Health call volume above normal and directionally bullish
- 09/09/22
- Unusually active option classes on open September 9th
- 09/13/22
- Early notable gainers among liquid option names on September 13th
- 08/05/22
- Early notable gainers among liquid option names on August 5th
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