ビル・アックマン氏率いるパーシング・スクエア・ホールディングスは、先週の買収提案拒否を受け、ユニバーサル・ミュージック・グループ（UMG）の保有株式全てを売却する。
パーシング・スクエアは、保有する全株式8,060万株（発行済株式の4.7%に相当）を、1株あたり17.66ユーロから18.62ユーロの価格帯で売却する。この売却により最大15億ユーロを調達する見込みである。今回の動きは、UMGの取締役会が555億5,000万ユーロ超と見積もられた拘束力のない買収提案を拒否したことを受けてのもの。取締役会は、この提案は同社を根本的に過小評価していると表明していた。UMGの筆頭株主であるボロレ・グループを率いるシリル・ボロレ氏は、取引を拒否するよう働きかけていた。6月3日の時間外取引において、UMGの株価はわずかに下落した。
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Updating its unsolicited bid announced earlier on May 4, GameStop has disclosed a 5% economic stake in eBay while proposing a $55.5 billion non-binding acquisition at $125 per share in cash and stock. Funding includes $9.4 billion in cash and liquid investments—featuring $368 million in bitcoin—and up to $20 billion in financing, prompting questions over the retailer's cryptocurrency future.
Pershing Square Capital Management has made a non-binding offer to acquire Universal Music Group, with headlines citing a $64 billion valuation but details revealing a more modest cash component. The proposal allows shareholders to choose between cash or a mix of cash and new shares. Music investors and executives view the bid as an attempt to take control on the cheap.
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Universal Music Group's board of directors expressed complete confidence in its leadership following an unsolicited takeover bid from Pershing Square. The investment firm, led by Bill Ackman, proposed acquiring UMG in a deal valuing the company at more than $60 billion. The board said it would review the non-binding offer in line with its fiduciary duties.
Spotify and Universal Music Group have signed a licensing agreement that will let Premium subscribers create AI covers and remixes of UMG tracks. The deal was announced on May 21 during Spotify’s Investor Day. It marks a shift after Spotify’s earlier efforts to limit AI-generated content on the platform.
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Italian bank Unicredit has slightly increased its stake in Commerzbank and boosted its derivatives holdings. CEO Andrea Orcel is preparing a share exchange offer to start after a general meeting on May 4. The bank has also raised its stake in insurer Generali.
Nu Holdings said its board approved a share repurchase program worth up to 1 billion dollars. The plan will run for 12 months starting June 4 2026.
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Believe has grown into a multibillion-dollar music company with nearly 10 percent of the global digital music market. Founders and executives credit early bets on emerging artists and agility in key regions.