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Family Dollar Adopts 'Poison Pill' To Ward Off Carl Icahn

Myles Udland   

Family Dollar Adopts 'Poison Pill' To Ward Off Carl Icahn
Finance1 min read

carl icahn

REUTERS/Jeff Zelevansky

This morning, Family Dollar adopted a shareholder rights plan, commonly known as a "poison pill," after Carl Icahn reported a new 9.39% stake in the company on Friday afternoon.

Poison pills are a defensive measure often adopted by companies facing activist investors that prevent any-one shareholder from taking a controlling stake, typically 10%. Poison pills remain in effect for one year and don't prevent an offer to buy the company, but are designed to allow a company to digest any possible alternatives that may arise from the involvement of new shareholders.

A recent example is Allergan, which adopted a poison pill after Bill Ackman took a stake in the company as part of his efforts, along with Valeant Pharmaceuticals, to acquire the Botox maker.

Following Icahn's filing with the SEC, Fox Business News' Charlie Gasparino said on Twitter that Icahn will push for "some kind of merger" of Family Dollar, with its discount retail peer Dollar General a possible partner.

Any merger has already gotten more expensive, as shares of Family Dollar are up more than 14% and Dollar General shares are up 13% in morning trade.

Family Dollar's adoption of a poison pill suggests that it believes Icahn's intentions are to push for something more radical than the mere "[seeking] to have conversations with member's of [Family Dollar's] senior management" his SEC filing indicates.

Icahn has been quiet since tweeting out his new position Friday afternoon, but he has typically appeared on television to discuss his stakes after disclosing them, so we would expect to hear from Icahn at some point later today.

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