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Barclays' mid-year shareholder activism review reports that global shareholder activism accelerated during the first half of 2026, with campaign activity rebounding sharply in the second quarter and exceeding the elevated pace seen in 2025. The report highlights several notable trends, including a resurgence in M&A-related demands as the most common activist objective, a continued concentration of campaigns in the US, increased targeting of industrial and technology companies, and growing attention to businesses exposed to AI-driven disruption. The report also provides detailed data on campaign activity by region, sector, activist objective, and fund, offering a useful snapshot of the evolving shareholder activism landscape and the issues likely to shape the remainder of 2026.
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