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InsideArbitrage

@insidearbitrage

Event-driven research including merger arbitrage and spinoffs. Subscribe for free to receive our monthly "Buyback Wednesdays" and "C-Suite Transitions" articles

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linkhttp://www.insidearbitrage.com calendar_today19-01-2021 06:46:38

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David Auerbach ⭕️ (@dailyreitbeat) 's Twitter Profile Photo

🚨 US #REIT Share Buybacks Doubled in Q1 2025 According to S&P Global Market Intelligence, U.S. equity REITs significantly ramped up share repurchase activity in the first quarter of 2025. Here's a breakdown of the key highlights: 📊 Market Overview 🏢 Total REIT buybacks hit

🚨 US #REIT Share Buybacks Doubled in Q1 2025

According to S&P Global Market Intelligence, U.S. equity REITs significantly ramped up share repurchase activity in the first quarter of 2025. Here's a breakdown of the key highlights:

📊 Market Overview
🏢 Total REIT buybacks hit
InsideArbitrage (@insidearbitrage) 's Twitter Profile Photo

Akoya $AKYA announced that the third party, which offered to acquire Akoya for $1.40 in cash, declined to revise the Proposal and withdrew the Unsolicited Proposal. Akoya Board again promoting the merger with Quanterix $QTRX.

InsideArbitrage (@insidearbitrage) 's Twitter Profile Photo

Merck $MRK Held Talks to Buy Swiss Biotech MoonLake $MLTX for More Than $3 Billion - FT Oliver Barnes Patrick Temple-West 💊Merck submitted a non-binding offer for MoonLake earlier this year, valuing the business in excess of $3 billion. 💊The initial approach was rejected, but

Merck $MRK Held Talks to Buy Swiss Biotech MoonLake $MLTX for More Than $3 Billion - FT <a href="/mroliverbarnes/">Oliver Barnes</a> <a href="/Temple_West/">Patrick Temple-West</a> 

💊Merck submitted a non-binding offer for MoonLake earlier this year, valuing the business in excess of $3 billion.
💊The initial approach was rejected, but
InsideArbitrage (@insidearbitrage) 's Twitter Profile Photo

InsideArbitrage Event Driven Monitor – June 3, 2025 🧩Merger Arbitrage $INZY (+0.13%) - BioMarin $BMRN started tender offer, expiry on June 30 $SVT (+0.09%) - TransDigm $TDG started tender offer, expiry on June 30 ⏳Deals in the Works $MLTX (+19.02% AH) - Merck

InsideArbitrage (@insidearbitrage) 's Twitter Profile Photo

$BUSE First Busey expands share repurchase program by 2M shares, bringing the total authorized to 2.99M shares Bunch of insiders - mostly directors bought company shares (12.6K) last week for $ 276,335 at an average of $ 21.79 per share👇

$BUSE First Busey expands share repurchase program by 2M shares, bringing the total authorized to 2.99M shares

Bunch of insiders - mostly directors bought company shares (12.6K) last week for $ 276,335 at an average of $ 21.79 per share👇
InsideArbitrage (@insidearbitrage) 's Twitter Profile Photo

$RBBN Ribbon announces $50M share repurchase program commencing June 5, 2025 through December 31, 2027 (~7% of its shares outstanding) Bruce McClelland, President and CEO: "Overall, earnings increased by 30% in 2024 and were at the high end of our original guidance for the

$RBBN Ribbon announces $50M share repurchase program commencing June 5, 2025 through December 31, 2027 (~7% of its shares outstanding)
 
Bruce McClelland, President and CEO: "Overall, earnings increased by 30% in 2024 and were at the high end of our original guidance for the
InsideArbitrage (@insidearbitrage) 's Twitter Profile Photo

$CABO: Cable One Chair, President & CEO Julia M. Laulis to retire after 26 years at the company. She’ll step down by Dec 31, 2025, or once a successor is named. 🧭 Laulis will remain as Senior Advisor through Jan 3, 2027. 💼 Retirement Package $945K salary until retirement

$CABO: Cable One Chair, President &amp; CEO Julia M. Laulis to retire after 26 years at the company. She’ll step down by Dec 31, 2025, or once a successor is named.

🧭 Laulis will remain as Senior Advisor through Jan 3, 2027.

💼 Retirement Package

$945K salary until retirement
InsideArbitrage (@insidearbitrage) 's Twitter Profile Photo

$CRWD CrowdStrike shares plunged nearly 7% in extended trading👇 Q2 revenue guidance of $1.14 billion to $1.15 billion, which fell short of the average analyst estimate of $1.16 billion could be the driver ✴️ It announced a $1 billion share repurchase plan though not the best

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$WBD CEO Zaslav’s $52M Payday Rejected by WBD Shareholders in Say-on-Pay Vote 🔴Warner Bros. Discovery shareholders rejected 2024 executive pay packages, including CEO David Zaslav’s $51.9M compensation, with 59% voting against. 💼Zaslav’s package included a $3M salary, $23.1M

$WBD CEO Zaslav’s $52M Payday Rejected by WBD Shareholders in Say-on-Pay Vote

🔴Warner Bros. Discovery shareholders rejected 2024 executive pay packages, including CEO David Zaslav’s $51.9M compensation, with 59% voting against.

💼Zaslav’s package included a $3M salary, $23.1M
Bloomberg (@business) 's Twitter Profile Photo

Salesforce’s agreement to buy Informatica for $8 billion came a year after initial talks collapsed and the acquisition target lost a third of its market value, lowering the price it was willing to accept for a deal bloomberg.com/news/articles/…

InsideArbitrage (@insidearbitrage) 's Twitter Profile Photo

InsideArbitrage Event Driven Monitor – June 4, 2025 🧩Merger Arbitrage $STR (+15.30%) - To be acquired by Viper Energy for 0.4855 $VNOM stock at $19.41/share 💰 Insider Buying $SUNS Exec Chair Leonard Tannenbaum buys 37.6K shares at $10.66 (~$400K). $SGHT

InsideArbitrage (@insidearbitrage) 's Twitter Profile Photo

📢NEW: IA Buyback Wednesdays is LIVE! 👞🔥 "Deckers Steps Up With a Massive $2.25B Share Repurchase" We unpack everything: 📊 Stock performance & valuation 🧾 Capital allocation & financials 🌎 Tariff risks & 3G’s $9.4B Skechers buyout 📉 Q4/FY25 results + Q1 FY26 outlook 💥

InsideArbitrage (@insidearbitrage) 's Twitter Profile Photo

$ALV Autoliv Capital Markets Day – increase in shareholder returns with increased dividend by 21% to $0.85 per share and new $2.5 billion stock repurchase program between July 2025 and the end of 2029👇👇 🟢The buyback represents a whopping 31% of its current market cap!

$ALV 

Autoliv Capital Markets Day – increase in shareholder returns with increased dividend by 21% to $0.85 per share and new $2.5 billion stock repurchase program between July 2025 and the end of 2029👇👇

🟢The buyback represents a whopping 31% of its current market cap!
InsideArbitrage (@insidearbitrage) 's Twitter Profile Photo

📢 $CXM Sprinklr (+2.81%) authorizes and approves a $150 million share repurchase plan (~7% of its outstanding stock) alongside Q1 results Q1 FY26 Highlights: 💵 Revenue: $205.5M (+5% Y/Y) 🔁 Subscription rev: $184.1M (+4% Y/Y) 💰 FCF: $80.7M | Op. cash flow: $83.8M 📈 RPO +2%,

InsideArbitrage (@insidearbitrage) 's Twitter Profile Photo

$MDB shares soar after hrs ( ⏫14.60%) as the database platform provider announces double beat earnings alongside a boost to its prev qtr share repurchase plan by an additional $800M, bringing the total to $1 billion (~5% of market cap) 🤵‍♂️New CFO Michael J. Berry from $NTAP (EVP

$MDB shares soar after hrs ( ⏫14.60%) as the database platform provider announces double beat earnings alongside a boost to its prev qtr share repurchase plan by an additional $800M, bringing the total to $1 billion (~5% of market cap)

🤵‍♂️New CFO Michael J. Berry from $NTAP (EVP