The Jasper Street Monthly: June 2026
Key Takeaways
The bar for a “successful“ director election keeps rising. Directors receiving less than 90% support are the outliers.
Say-on-pay results broadly improved in 2026: a notable uptick landed in the 90+% range, though a similar sliver of laggards still fell below 70%. Stragglers should prepare for a full-court press of off-season engagement.
Low volume and low support are the new normal for E&S proposals. Governance proposals continue to draw solid backing, as the push for best-in-class shareholder rights remains politically safe.
Activism is heating up on multiple fronts: faster wins for focused funds, Cohen's move to a live hostile tender at eBay, energy emerging as H2's most active sector, a steady drumbeat of quiet settlements, and the return of major breakups.
Reincorporation votes are no sure thing. Across the half dozen 2026 votes where sizeable, widely-held companies sought to redomicile to Texas or Nevada, average support hovered near the majority threshold, and half failed.
Click here to access the highlights of Jasper Street’s June 2026 Insights.
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