Divestiture News & Analysis
8 articles
Market Mood
Capgemini (CAP) to Divest U.S. Federal Unit in Strategic Shift
Capgemini will divest its U.S. Federal Unit as part of a strategic portfolio shift. This move is intended to streamline operations and focus on core business areas. The specific financial terms or value of the divestment were not disclosed. This divestiture is significant as it may affect Capgemini's future growth and operational focus. Investors should monitor how this change impacts Capgemini's long-term performance and market positioning.
Read More: Capgemini (CAP) to Divest U.S. Federal Unit in Strategic Shift
J&J (JNJ) Talks to Sell Hips-and-Knees Business for $20 Billion
Johnson & Johnson (JNJ) is in discussions to sell its hips-and-knees business to Apollo Global Management for approximately $20 billion. This potential divestiture is part of J&J's strategy to focus on core businesses and improve operational efficiency. If finalized, this deal could impact J&J's financial position and possibly affect its stock price. The move signals a significant shift in the company’s strategy, which is vital information for investors considering the financial health and direction of J&J.
Read More: J&J (JNJ) Talks to Sell Hips-and-Knees Business for $20 Billion
Goodwin in Talks to Sell Engineering Division for £1.1 Billion
Goodwin is in discussions to sell its engineering division for up to £1.1 billion. This potential transaction could significantly impact the company's financial position and strategy. Selling this division may allow Goodwin to focus on its core business areas and enhance shareholder value. Market participants will be watching closely, as this sale could influence Goodwin's stock performance. Goodwin's (GDWN) plans for the proceeds remain undefined at this stage.
Read More: Goodwin in Talks to Sell Engineering Division for £1.1 Billion
Nestle (NSRGY) to Sell Vitamin Brands for $1 Billion
Nestle (NSRGY) has announced plans to divest its mainstream vitamin brands for $1 billion. This move is part of a broader strategy to streamline its product offerings and focus on more profitable segments. The transaction highlights Nestle's efforts to adapt to changing consumer demands and improve its market position. For investors, this sale could enhance Nestle's financial flexibility and potentially increase shareholder value.
Read More: Nestle (NSRGY) to Sell Vitamin Brands for $1 Billion
BP to Sell North Sea Business Ending 60 Years of UK Production
BP (BP) plans to sell its North Sea business, marking the end of its 60-year history in UK oil production. This move is part of BP's strategy to refocus its operations amid changing market dynamics. The company has been divesting oil and gas assets as it shifts towards renewable energy solutions. For investors, this significant shift could signal important changes in BP's future earnings potential and operational focus.
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Eli Lilly (LLY) sees GLP-1 windfall, Honeywell (HON) divests unit
Eli Lilly (LLY) has reported significant financial benefits from its GLP-1 drug line, although specific figures are not detailed. Honeywell (HON) has made the strategic decision to divest a lower-margin unit, aiming to enhance overall profitability. This move could impact both companies' profit margins as LLY capitalizes on a high-demand market while HON restructures its operations. The market may see a shift as investors evaluate the potential growth of LLY and the implications of HON's divestiture.
Read More: Eli Lilly (LLY) sees GLP-1 windfall, Honeywell (HON) divests unit
Edwards Lifesciences Trading at $83.92 with Strong Growth Prospects
As of March 16, 2026, Edwards Lifesciences Corporation's share price was $83.92, with a trailing P/E of 46.17 and a forward P/E of 28.49. The company completed a $4.2 billion divestiture of its Critical Care business, which affected approximately 20% of its 2023 EBITDA base. However, the Transcatheter Mitral and Tricuspid Therapies segment is growing over 50% year-over-year, while the Transcatheter Aortic Valve Replacement franchise generates over $4.5 billion in annual revenue with 12%+ growth. Edwards Lifesciences has a strong balance sheet, holding $3.8 billion in cash and is trading at a valuation of approximately 21.3x EV/NTM EBITDA, below its historical average of 26x.
Read More: Edwards Lifesciences Trading at $83.92 with Strong Growth Prospects
PTC Completes $523M Sale of Kepware & ThingWorx, Raises FY2026 Cash Flow
PTC has completed the sale of its Kepware and ThingWorx businesses for $523 million, resulting in net after-tax proceeds of $375 million and a gain of $464 million. The company raised its fiscal 2026 free cash flow guidance to $850 million, despite an anticipated cash flow headwind of approximately $70 million in FY27 due to a transition services agreement with TPG. PTC plans to allocate $1.125 to $1.225 billion for share repurchases. This divestiture allows PTC to focus more on its intelligent product lifecycle vision.
Read More: PTC Completes $523M Sale of Kepware & ThingWorx, Raises FY2026 Cash Flow