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Does Coordinated Institutional Investor Activism Reverse the Fortunes of Underperforming Firms?
Journal article   Peer reviewed

Does Coordinated Institutional Investor Activism Reverse the Fortunes of Underperforming Firms?

Wei-Ling Song and Samuel H. Szewczyk
Journal of financial and quantitative analysis, v 38(2), pp 317-336
Jun 2003

Abstract

We investigate the impact of Focus Listing by the Council of Institutional Investors on targeting poorly performing firms. Post-listing stock returns for the targeted firms differ insignificantly from those of a suitable benchmark group. Institutional investors increase their holdings of targeted firms, but not by more than those of the benchmark firms. Similarly, though analysts revise earnings forecasts up for Focus Listed firms, they do so well after the listing event and positive revisions are no greater than the benchmark group. Moreover, there appears to be little difference between Focus List and benchmark firms in the incidence of post-listing events such as mergers and stock repurchases. Overall, we find very little evidence of the efficacy of shareholder activism.

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Web of Science research areas
Business, Finance
Economics
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