Market Pulse · Strategy & Portfolio
M&A and divestitures
Every S&P 500 company that raised M&A and divestitures in its filings, earnings calls, press releases or news coverage over the last 7 days — grouped by the canonical driver, so the same subject lines up across companies whatever each called it.
21 companies · 32 events · 6 positive · 5 negative · 5 mixed · 5 no estimate (counted in companies, so the parts add up)
Companies raising M&A and divestitures
- VRTX — Acquisition / Partnership / DivestitureImportance 71 · Surprise 60VERTEX PHARMACEUTICALS INC / MA · News · 2026-08-17 · 2 eventsVertex announced an approximately $10 billion acquisition of Crinetics Pharmaceuticals on July 6, 2026. The transaction is intended to strengthen Vertex’s position in endocrinology drugs. The merger received HSR…
- UNP — Acquisition / Partnership / DivestitureImportance 71 · Surprise 60UNION PACIFIC CORP · News · 2026-08-17 · 2 eventsUnion Pacific is seeking regulatory approval for its planned $85 billion acquisition of Norfolk Southern. The transaction faces opposition from a coalition citing reduced competition and higher shipping costs.…
- TMUS — Spectrum License AcquisitionImportance 71 · Surprise 60T-Mobile US, Inc. · News · 2026-08-17T-Mobile completed an FCC-approved spectrum swap involving the sale of its 800 MHz spectrum to Grain Management for $2.9 billion. T-Mobile acquired Grain Management’s 600 MHz licenses in the same transaction. The deal…
- NEE — Dominion Energy MergerImportance 71 · Surprise 60NEXTERA ENERGY INC · News · 2026-08-17 · 3 eventsNextEra Energy proposes acquiring Dominion Energy in a transaction valued at $67 billion. Dominion shareholders would receive 0.8138 shares of NextEra for each Dominion share. The proposed consideration and transaction…
- BRK-B — Taylor Morrison AcquisitionImportance 65 · Surprise 60BERKSHIRE HATHAWAY INC · News · 2026-08-17 · 2 eventsBerkshire Hathaway announced the acquisition of Taylor Morrison for $6.8 billion. The deal represents a material expansion of Berkshire’s housing-related portfolio under CEO Greg Abel. The acquisition was announced as…
- JNJ — Acquisition / Partnership / DivestitureImportance 64 · Surprise 42JOHNSON & JOHNSON · News · 2026-08-17 · 2 eventsJohnson & Johnson secured an exclusive option to acquire Sail Biomedicines for $2.58 billion, including an initial $785 million payment. The transaction supports Sail’s in vivo CAR T platform for immune-mediated…
- PG — Acquisition / Partnership / DivestitureImportance 59 · Surprise 60PROCTER & GAMBLE Co · News · 2026-08-14P&G is reported to have acquired Thorne for $3.8 billion. The reported transaction exceeds the company’s $3,796 million materiality threshold based on total assets. The article characterizes the acquisition as a major…
- BAC — Jio Credit Stake AcquisitionImportance 58 · Surprise 42BANK OF AMERICA CORP /DE/ · News · 2026-08-17 · 2 eventsBank of America is investing $1.9 billion in Jio Credit, an India-focused financial-services venture. The transaction could give Bank of America up to a 49.9% stake in Jio Credit. The partnership expands Bank of…
- GS — Acquisitions and DivestituresImportance 58 · Surprise 42GOLDMAN SACHS GROUP INC · News · 2026-08-16Goldman Sachs plans to acquire ETF manager NEOS Investments for up to $2.25 billion. NEOS provides access to more than $30 billion in options-based ETFs. The product portfolio includes Bitcoin- and Ethereum-linked…
- BA — Acquisition / Partnership / DivestitureImportance 47 · Surprise 60BOEING CO · News · 2026-08-17 · 3 eventsArcher Aviation acquired Wisk Aero and two other Boeing subsidiaries in a transaction that gave Boeing a 16.5% ownership stake in Archer. The deal consolidated electric air-taxi assets under Archer and ended the…
- ABBV — Acquisition / Partnership / DivestitureImportance 47 · Surprise 60AbbVie Inc. · News · 2026-08-17AbbVie’s acquisition of Apogee Therapeutics is expected to close, after which Apogee will become an indirect wholly owned subsidiary of AbbVie. Apogee reported $1.3 billion in cash in the second quarter of 2026,…
- ADI — Acquisition / Partnership / DivestitureImportance 47 · Surprise 60ANALOG DEVICES INC · News · 2026-08-15Analog Devices completed the ADI Global Distribution spin-off, separating its global distribution business from the company. The transaction prompted analysts to revise Resideo Technologies’ outlook toward a more…
- JPM — TTM Acquisition Financing MandateImportance 46 · Surprise 42JPMORGAN CHASE & CO · News · 2026-08-17 · 2 eventsJPMorgan is providing debt financing for TTM Technologies' approximately $1.1 billion all-cash acquisition of Epiq Solutions. JPMorgan, Barclays and Bank of America committed approximately $1.1 billion of loans to fund…
- LLY — Acquisition - AtaiBeckley DealImportance 37 · Surprise 42ELI LILLY & Co · News · 2026-08-17Lilly’s proposed acquisition of AtaiBeckley is subject to an investor investigation by Kahn Swick & Foti into the adequacy of the transaction’s price and process. Under the proposed terms, AtaiBeckley shareholders…
- HON — Aerospace Spin-OffImportance 37 · Surprise 42HONEYWELL INTERNATIONAL INC · News · 2026-08-16Honeywell announced the spin-off of its Aerospace Technologies unit. The reported strategic shift is paired with new financial targets emphasizing software, automation, and artificial intelligence. The third-party…
- UBER — Serve Robotics DivestitureImportance 34 · Surprise 42Uber Technologies, Inc · News · 2026-08-17 · 2 eventsUber sold its entire stake in Serve Robotics after reported disagreements over the companies’ autonomous delivery fleet strategy. The partnership, which contemplated as many as 2,000 robots for Uber’s app, is not…
- GE — Defense Acquisition ReformImportance 34 · Surprise 42GENERAL ELECTRIC CO · News · 2026-08-17GE Aerospace and Kratos Defense & Security Solutions secured a U.S. Air Force Engineering, Manufacturing and Development contract for the jointly developed GEK800 engine. The engine received the U.S. military type…
- SPGI — Mobility Segment SeparationImportance 32 · Surprise 42S&P Global Inc. · News · 2026-08-15S&P Global’s Mobility division spin-off was identified as a factor contributing to the company’s approximately 28% decline from its 52-week high. The separation has changed the company’s portfolio following the…
- TXN — Acquisition / Partnership / DivestitureImportance 31 · Surprise 42TEXAS INSTRUMENTS INC · News · 2026-08-17Texas Instruments will supply chips to GE Appliances for a new manufacturing plant beginning in 2027. The arrangement supports TI’s domestic, high-volume semiconductor manufacturing strategy. The deal may appeal to…
- FI — Acquisition / Partnership / DivestitureImportance 31 · Surprise 42FI · News · 2026-08-17Fiserv and Flagstar Bank announced a strategic core banking relationship on August 17, 2026. Flagstar selected Fiserv’s Finxact cloud-native core banking platform as the cornerstone of its core modernization strategy.…
- ETN — Acquisition / Partnership / DivestitureImportance 31 · Surprise 42Eaton Corp plc · News · 2026-08-17A third-party report published August 17, 2026 said Eaton is using acquisitions to expand in electrification, digitalization, and artificial intelligence. It identified Boyd Thermal as adding liquid-cooling technology…