Finicast·CEO changes 24-36 months on: share price, strategy and valuation (data as of 2026-09-23)View onlyLog in
CEO changes, 24-36 months on77 cardsReader view ↗

What this is

165 US-listed companies (market cap above $1bn) whose new chief executive took office between 25 September 2023 and 24 September 2024, so each has had 24 to 36 months in the role. The list comes from an SEC screen of 8-K Item 5.02 filings (filed June 2023 to September 2024, classified with investor2's scout, plus the investor2 swarm's events), cleaned of spin-offs, mergers and misread filings, plus foreign filers the screen cannot see (ASML, BP, HSBC, Nestlé, Burberry). 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, 24-36 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 62 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.

Semtech (SMTC)

Loading…

Coherent (COHR)

Loading…

DigitalOcean (DOCN)

Loading…

ATI (ATI)

Loading…

Jabil (JBL)

Loading…

Lattice Semiconductor (LSCC)

Loading…

Expedia Group (EXPE)

Loading…

HSBC (HSBC)

Loading…

Marathon Petroleum (MPC)

Loading…

TD SYNNEX (SNX)

Loading…

Illumina (ILMN)

Loading…

Morgan Stanley (MS)

Loading…

NRG Energy (NRG)

Loading…

ASML Holding (ASML)

Loading…

RTX (RTX)

Loading…

Unity Software (U)

Loading…

3M (MMM)

Loading…

Toast (TOST)

Loading…

AbbVie (ABBV)

Loading…

Reinsurance Group of America (RGA)

Loading…

J.B. Hunt Transport Services (JBHT)

Loading…

Freeport-McMoRan (FCX)

Loading…

Snowflake (SNOW)

Loading…

Teledyne Technologies (TDY)

Loading…

Burberry Group (BURBY)

Loading…

Costco Wholesale (COST)

Loading…

Equinix (EQIX)

Loading…

D.R. Horton (DHI)

Loading…

BP p.l.c. (BP)

Loading…

Repligen (RGEN)

Loading…

DuPont de Nemours (DD)

Loading…

CenterPoint Energy (CNP)

Loading…

O'Reilly Automotive (ORLY)

Loading…

Agilent Technologies (A)

Loading…

Lincoln Electric (LECO)

Loading…

Norfolk Southern (NSC)

Loading…

Alliant Energy (LNT)

Loading…

Dollar General (DG)

Loading…

American Electric Power (AEP)

Loading…

Boeing (BA)

Loading…

Knight-Swift Transportation (KNX)

Loading…

Bio-Techne (TECH)

Loading…

Illinois Tool Works (ITW)

Loading…

Starbucks (SBUX)

Loading…

International Paper Company (IP)

Loading…

Humana (HUM)

Loading…

Ally Financial (ALLY)

Loading…

PayPal (PYPL)

Loading…

Keurig Dr Pepper (KDP)

Loading…

Jack Henry & Associates (JKHY)

Loading…

Xylem (XYL)

Loading…

Genuine Parts Company (GPC)

Loading…

Nestlé S.A. (NSRGY)

Loading…

American Tower (AMT)

Loading…

Synopsys (SNPS)

Loading…

PTC (PTC)

Loading…

Crown Castle (CCI)

Loading…

SBA Communications (SBAC)

Loading…

BioMarin Pharmaceutical (BMRN)

Loading…

Kraft Heinz (KHC)

Loading…

Deckers Outdoor (Deckers Brands) (DECK)

Loading…

Copart (CPRT)

Loading…