CEO changes, 12-24 months on

on Finicast · more public models

What this is

206 US-listed companies (market cap above $1bn) whose new chief executive took office between 24 September 2024 and 24 September 2025, so each has had 12 to 24 months in the role. The list comes from an SEC screen of 8-K Item 5.02 filings (the investor2 swarm, extended to September 2025 filings), cleaned of spin-offs, mergers and misread filings, plus foreign filers the screen cannot see (Stellantis, Novo Nordisk, Unilever). Researched companies have the full write-up: both CEOs' strategies, a personality assessment, direct competitors and their CEOs. Screen only companies have prices, the scorecard and comps against automatic industry peers; their CEO names are as the screen read the filing, so ceo_check compares each with the CEO Financial Modeling Prep lists today (a mismatch means a misread filing, a CEO who has since left, or a stale FMP record). Click any company or CEO for its page. Returns run from the close on the effective date; prices and fundamentals from Financial Modeling Prep as of 2026-09-23.

If you had bought every stock

Equal weight, $10,000 in every stock, bought at one of three moments and held to today: the close on the day the new CEO took office, the month-end close 3 months later, and 6 months later. Each position is compared with the S&P 500 (SPY, price only) over its own holding period. Returns are price only (no dividends), before costs, and holding periods differ by company.

All companies: bought at the change, 3 months after, 6 months after

Loading…

Researched companies only

Loading…

Average and median return by entry point vs the S&P 500 (all companies)

Loading…

Share of stocks up, and beating the S&P 500, by entry point

Loading…

Scorecard since the CEO change, every company (click a company)

Click a row → CEO drill-down
Loading…

How the stocks did: return since the CEO change (%), all companies (click a bar to list them)

Click a bar or point → CEO changes, 12-24 months on
Loading…

CEO changes (click a row; click a histogram bar above to filter by return)

Click a row → CEO drill-down
Loading…

By sector: how the stocks did since the change

Loading…

By where the new CEO came from

Loading…

Researched companies: share price since the change vs peer median

Click a bar or point → CEO drill-down
Loading…

Researched companies: EV/EBITDA premium (discount) to peers, at change vs today

Click a bar or point → CEO drill-down
Loading…

Share price around each CEO change: the 63 researched companies

Month-end close since January 2021, best return since the change first. Dashed lines mark each CEO appointment, shaded spans an interim CEO. For a company's full page, click it in the scorecard or the CEO changes table.

Lumentum (LITE)

Loading…

Western Digital (WD) (WDC)

Loading…

Intel (INTC)

Loading…

Rackspace Technology (RXT)

Loading…

Hecla Mining (HL)

Loading…

TTM Technologies (TTMI)

Loading…

Caterpillar (CAT)

Loading…

IES (IESC)

Loading…

Five Below (FIVE)

Loading…

BorgWarner (BWA)

Loading…

Entegris (ENTG)

Loading…

Johnson Controls International (JCI)

Loading…

Littelfuse (LFUS)

Loading…

Incyte (INCY)

Loading…

Dollar Tree (DLTR)

Loading…

Ross Stores (ROST)

Loading…

Expeditors International of Washington (EXPD)

Loading…

U.S. Bancorp (USB)

Loading…

Principal Financial Group (PFG)

Loading…

CVS Health (CVS)

Loading…

IonQ (IONQ)

Loading…

Devon Energy (DVN)

Loading…

Skyworks Solutions (SWKS)

Loading…

Diamondback Energy (FANG)

Loading…

Charles Schwab (SCHW)

Loading…

Teledyne Technologies (TDY)

Loading…

Estée Lauder (EL)

Loading…

Kohl's (KSS)

Loading…

LPL Financial (LPLA)

Loading…

Ulta Beauty (ULTA)

Loading…

Loews (L)

Loading…

Williams Companies (WMB)

Loading…

Neurocrine Biosciences (NBIX)

Loading…

HEICO (HEI)

Loading…

UnitedHealth (UNH)

Loading…

Manhattan Associates (MANH)

Loading…

Cboe Global Markets (CBOE)

Loading…

Match Group (MTCH)

Loading…

Fortive (FTV)

Loading…

Prudential Financial (PRU)

Loading…

Masco (MAS)

Loading…

Baxter International (BAX)

Loading…

CNA Financial (CNA)

Loading…

Liberty Media (Formula One Group) (FWONA)

Loading…

Pinnacle West Capital (Arizona Public Service) (PNW)

Loading…

Unilever (UL)

Loading…

Hershey (HSY)

Loading…

Duke Energy (DUK)

Loading…

Ares Capital (ARCC)

Loading…

Air Products and Chemicals (APD)

Loading…

DTE Energy (DTE)

Loading…

Church & Dwight (CHD)

Loading…

American Homes 4 Rent (AMH) (AMH)

Loading…

S&P Global (SPGI)

Loading…

Novo Nordisk (NVO)

Loading…

Crown Castle (CCI)

Loading…

Intuitive Surgical (ISRG)

Loading…

Mid-America Apartment Communities (MAA)

Loading…

Chipotle (CMG)

Loading…

Stellantis (STLA)

Loading…

Nike (NKE)

Loading…

Oracle (ORCL)

Loading…

Fiserv (FISV)

Loading…