The Jasper Street Monthly: May 2026 (Proxy Season Edition)
Key Takeaways
The bar for a “successful” director election has risen. With market-wide support climbing, anything below 90% now lands a director in the bottom decile and invites greater scrutiny.
Say-on-pay results are generally stronger in 2026, but stragglers should plan for proactive off-season engagement or risk a longer-term "governance laggard" label.
Low volumes and low support are the new normal for E&S proposals. Still, companies that wage open war on ESG advocates risk being caught flat-footed if/when the pendulum swings back.
The “WEX effect“ keeps recurring, with more examples in May of how company delay tactics can compound the cost and strengthen an activist’s hand.
Reincorporations aren't yet a flood, but momentum is building. Exxon shareholders' approval of a Texas redomicile could prompt similar moves, though companies should tread carefully.
Click here to access the highlights of Jasper Street’s May 2026 Insights.
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