Unlocking the 2025 Proxy Season: Five Shocking Insights Every Investor Needs to Know Now
With the 2025 proxy season mostly in the rearview mirror, several themes have emerged from the resolution of this year’s shareholder proposals. If 2024 was marked by rising pressure on companies from activist shareholders, 2025 has been more about retreat and recalibration. From a slowdown in activism to the continued decline in support for ESG initiatives, investors have been choosing their battles carefully in 2025.
Shareholder Activism Declined After ‘Liberation Day’
Across the board, shareholder activism declined in 2025. According to a report on the 2025 proxy season from the Harvard Law School Forum on Corporate Governance, the overall number of activist campaigns initiated decreased by 10% compared to 2024. The report also found a 26% drop in proxy fights initiated, a 15% drop in dissident nominations, and a 10% decline in formal settlements.
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