Corporate News 11 February 2026 - 15 February 2026

Macquarie hires former Ares executive Eli Appelbaum for EMEA lending push as private credit strains deepen

Macquarie hires former Ares executive Eli Appelbaum for EMEA lending push as private credit strains deepen

Macquarie Group has hired Eli Appelbaum from Ares Management to lead its EMEA lending and asset finance business as it expands private credit operations in the region. The firm recently funded AI infrastructure projects, including a €117 million commitment to Polarise’s Munich data center. Macquarie reported less than £50 million exposure to the collapsed UK lender Market Financial Solutions. Industry defaults and fund withdrawals have increased.
March 10, 2026
South32 share price slides into the weekend as buyback runs to 2027 and Macquarie drops off the big-holder list

South32 share price slides into the weekend as buyback runs to 2027 and Macquarie drops off the big-holder list

South32 shares closed down 2.2% at A$4.42 Friday after extending its on-market buyback to February 2027 and raising its capital management plan by US$100 million. Macquarie Group disclosed it is no longer a substantial holder. The company confirmed Mozal Aluminium will shift to care and maintenance in March 2026. The S&P/ASX 200 fell 1.33% on the day.
February 15, 2026
AMG stock slips as buyback boost, new deals and a COO exit hit the tape

AMG stock slips as buyback boost, new deals and a COO exit hit the tape

Affiliated Managers Group shares fell 1.5% to $324.17 Friday after the board approved a new 4.2 million-share buyback and set a $0.01 dividend for March 9. AMG reported fourth-quarter economic EPS of $9.48 and net client inflows of $12.1 billion. The company bought a minority stake in HighBrook Investors and increased its stake in Garda Capital. COO will depart March 6.
February 13, 2026
Waters Corporation stock drops again as analysts reset targets after BD deal

Waters Corporation stock drops again as analysts reset targets after BD deal

Waters Corp shares fell 2.8% to $320 in late New York trading Thursday, extending losses after a weak first-quarter profit outlook and broker price target cuts. Wells Fargo, BofA, UBS, and TD Cowen all lowered targets, citing integration risks with BD’s biosciences and diagnostics units. Waters completed the $18.8 billion BD deal this week, with BD shareholders now owning 39.2% of the combined company.
February 12, 2026
Shell stock in focus before London open as EY audit fallout resurfaces and buyback rolls on

Shell stock in focus before London open as EY audit fallout resurfaces and buyback rolls on

Shell shares closed Wednesday up 2.9% at £29.14, near a 52-week high, after announcing new buybacks under its $3.5 billion programme. Four EY partners exited following compliance failures tied to Shell’s audit, with Britain’s Financial Reporting Council investigating. Shell will switch auditors to PwC in 2027. Turnover was below average despite the price gain.
February 12, 2026
AMP shares crater nearly 28% after FY25 results as CEO Alexis George heads for exit

AMP shares crater nearly 28% after FY25 results as CEO Alexis George heads for exit

AMP shares plunged 27.7% to A$1.26 after full-year results showed statutory NPAT down 11.3% to A$133 million, despite underlying NPAT rising 20.8% to A$285 million. Assets under management climbed 9% to A$161.7 billion. CEO Alexis George will retire March 30, with CFO Blair Vernon set to succeed her. Hub24 and Netwealth also fell 5.3% and 4.5%, respectively.
February 12, 2026