Latest Mergers And Acquisitions News

UDR lifted its full-year 2026 guidance after third-quarter FFO as Adjusted met expectations, while a new US$2 billion Apollo partnership released US$1.34 billion of equity capital. The apartment REIT is also accelerating share buybacks and asset sales as same-store growth remains modest but occupancy stays high.

onsemi has raised its 2030 AI data centre revenue target above US$3 billion after AI sales surged 175% year over year. The semiconductor maker is also buying Ferric for up to US$775 million while reshaping its planned Synaptics acquisition.

Clorox delivered a sharp first-quarter rebound, helped by the GOJO acquisition and an easier comparison after last year’s ERP-related inventory drawdown. But rising commodity, manufacturing and logistics costs have pushed its full-year margin assumptions lower, with adjusted earnings now expected nearer the bottom of the unchanged range.

Healthpeak has raised its 2026 adjusted FFO and same-store NOI guidance after a quarter of strong senior housing growth, leasing activity and portfolio expansion. The uplift comes with a lower GAAP earnings outlook, reflecting depreciation from newly acquired senior housing assets.

Realty Income delivered 3.7% year-on-year growth in quarterly AFFO per share and raised its 2026 AFFO guidance, while keeping its US$10.0 billion investment target intact. The net lease REIT is also expanding its European private capital platform with KKR, but leverage and modest same-store growth remain part of the equation.

Williams delivered higher third-quarter earnings and cash generation while keeping its 2026 guidance intact. The Momentum Midstream acquisition and a growing slate of pipeline, storage and power projects are now central to the company’s expansion case.

Vertex has raised its full-year 2026 revenue guidance after third-quarter sales climbed 12%, but the Crinetics acquisition sharply increased costs and debt. The next major test arrives on 30 November, when US regulators are due to rule on povetacicept for IgA nephropathy.

Kimberly-Clark has completed its acquisition of Kenvue, leaving Kenvue shareholders with a mix of Kimberly-Clark stock and cash while ending Kenvue’s life as a standalone listed company. The transaction also transfers Kenvue’s debt and corporate obligations into a new wholly owned subsidiary.

Kimberly-Clark has completed its acquisition of Kenvue, issuing about 281.1 million shares and taking on an integration programme expected to cost US$3.1 billion before tax. The combined group is targeting US$2.1 billion in annual run-rate synergies by reshaping its brands, segments and operating model.

Marvell is seeking to absorb Lumentum in a US$115 billion all-stock deal that would unite electrical interconnect, lasers and optical networking under one roof. The companies are pitching a US$550 billion addressable market and more than US$1 billion in annual synergies, but completion remains well into the future and subject to regulatory and shareholder approval.

Estée Lauder delivered a sharp rebound in fiscal 2027’s first quarter, with sales, margins and earnings all improving materially. The beauty group has lifted its full-year outlook, although quarterly free cash flow remained negative and the plan still depends on sustained momentum in China, travel retail and fragrance.

Lumentum delivered a 136.5% year-on-year revenue surge in fiscal Q1 2027 and forecast a further step-up to as much as US$1.625 billion in the next quarter. Management also disclosed purchase commitments exceeding US$5 billion linked to a second major NPO/CPO win, though the timing and enforceability of those commitments were not detailed.