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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
Researched companies only
Average and median return by entry point vs the S&P 500 (all companies)
Share of stocks up, and beating the S&P 500, by entry point
Scorecard since the CEO change, every company (click a company)
Click a row → CEO drill-downHow 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 onCEO changes (click a row; click a histogram bar above to filter by return)
Click a row → CEO drill-downBy sector: how the stocks did since the change
By where the new CEO came from
Researched companies: share price since the change vs peer median
Click a bar or point → CEO drill-downResearched companies: EV/EBITDA premium (discount) to peers, at change vs today
Click a bar or point → CEO drill-downShare 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.