The Jasper Street Monthly: February 2026
Key Takeaways
Activism activity increased as nomination windows opened, with capital allocation, leadership transitions, and M&A emerging as key battlegrounds
Companies continued to exclude shareholder proposals, though some proponents have begun challenging exclusions in court
The ESG pullback continued, highlighted by the relaunch of the Net Zero Asset Managers initiative with fewer U.S. participants and Vanguard’s new “passivity commitments”
The policy landscape remains mixed, with both pro- and anti-ESG stakeholders seeing wins and setbacks
Click here to access the highlights of Jasper Street’s February 2026 Insights.
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