ALC - Q4

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Activism

Is Your IR Team Missing the Signs of Activism? Here’s What to Watch For

Shareholder activism rarely starts with a splash. It brews quietly through subtle trading patterns, shifting sentiment, or new attention to overlooked corners of your website. By the time a campaign goes public, the signs have often been there for months. In the first half of 2025 alone, there were 129 activist campaigns, highlighting just how active and persistent the risk has become. With activist playbooks evolving rapidly, early detection has become critical.

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5 Questions CEOs Are Asking IROs: Revealed in Q1 Earnings Calls

It’s the message every IRO recognizes: that unexpected Slack from your CEO, minutes before a critical investor call, “What are we facing here?” Behind this seemingly casual inquiry lies the expectation that you’re not just informed, you’ve already analyzed the situation and prepared strategic options. CEOs function in an environment where market shifts occur at the speed of news alerts, and investors measure credibility by your capacity to respond with immediate precision and confidence.

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Maximizing Investor Relations with Engagement Analytics

In today’s fast-paced capital markets, investor relations (IR) professionals need more than just a list of contacts—they need real-time insights that reveal the depth of engagement across their investor network. Dynamic data is transforming the field, offering unparalleled power to anticipate trends, engage strategically, and build strong relationships with investors. Q4’s Engagement Analytics is designed to address this need by delivering comprehensive, real-time data that enables IR teams to maximize engagement and stay ahead in a competitive landscape.

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Q4 Surveillance: Your Early Warning System for Activist Activity

Real-time Insights to Protect Your Company and Enhance Shareholder Value

– The world of shareholder activism is constantly evolving. New regulations, shifting investor strategies, and the rise of ESG concerns are creating a more complex and challenging landscape for companies. To protect your company and enhance shareholder value, you need to stay ahead of the curve.

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Activist Investing: A Wake-Up Call for Corporate Leadership

How Proactive Engagement Can Transform Activist Notifications into Opportunities

– Shareholder activism is no longer a fringe activity. It’s a powerful force shaping corporate strategy and impacting the bottom line. Activist investors are increasingly vocal and influential, pushing companies to address environmental, social, and governance (ESG) concerns, improve financial performance, and enhance long-term value creation.

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How to prepare for the future of shareholder activism.

Globally, shareholder activism is on the rise. Now more than ever, companies must proactively mitigate activist risks. On October 3, Q4 hosted a webinar, “The Changing Face of Activism and How to Respond.” The event was moderated by John Nunziati, an Investor Relations Advisor for Q4 with two decades of experience in corporate investor relations. Joining John were Valmik Desai, Director of Investor Relations at Salesforce, and Josh Black, Vice President of Editorial at Diligent

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Preparing for an Activist Before You Get the Call: What IR Can Do Now

2022 was a landmark year for investor activism, as 235 campaigns aimed at shaking up public companies were launched – a 36% increase YoY and the busiest year since 2018. Emboldened by the SEC’s new Universal Proxy Rule, U.S activist volumes set records and involved a broader set of players, making preparing for an activist a high priority. 135 new campaigns were launched in the U.S alone, up 41% YoY. Most notable were the stark increases in U.S campaigns aimed at changing board leadership or influencing corporate governance factors like board tenure, executive severance, shareholder rights, and ESG. 

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A Spotlight on Activism in Q2 of 2021

It is that time of the quarter when all the 13F filings have been made public, giving us a view of what happened over Q2. It is important for any IRO to review these 13F filings to understand the changing dynamics of your shareholder base and identify your top investors. However, 13F filings also provide a good indication of what activists are thinking and where they are focused. A new initiation through these filings could be an immediate red flag for management teams and a precursor to a potential activist campaign down the road. Also, many people look to some of these well-known activist investors for new ideas and predictions about where the economy and markets are heading. In this article, we take a look at some of the most widely known activists, including Pershing Square Capital Management, Third Point, and Greenlight Capital to examine their activities in the second quarter. 

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Activist investors back in full force

Activist investors have always been top of mind for IROs and management teams. Last year many companies got a free pass as COVID-19 disrupted businesses and created volatility in the markets. As a result of the pandemic, many activists scaled back their campaigns to let management teams navigate the economic shutdowns and focus on employee/customer health and safety.

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