Walgreens Boots Alliance, INC

Market Movers (8-K)

Walgreens Boots Alliance has completed its acquisition by Sycamore Partners, transitioning to a private entity with shareholders receiving cash and contingent rights.
Capital raise
Walgreens Boots Alliance, Inc. has announced a temporary blackout period for its employee retirement savings plans in anticipation of its merger with Blazing Star Parent, LLC, impacting participants' ability to manage WBA Stock Fund assets.
Delay expected
Walgreens Boots Alliance shareholders have overwhelmingly approved the acquisition by Sycamore Partners, with the transaction expected to close in the third or fourth quarter of calendar year 2025, leading to the company's delisting.
Capital raise
Better than expected
Walgreens Boots Alliance, Inc. has filed an 8-K to provide supplemental disclosures to its definitive proxy statement, addressing shareholder lawsuits and demand letters challenging the proposed merger with Blazing Star Parent, LLC.
Worse than expected
Capital raise
Delay expected
Walgreens Boots Alliance reported a net loss of $175 million for the third quarter of fiscal 2025, a significant decline from prior year earnings, despite a 7.2% increase in sales to $39.0 billion, as the company progresses towards its acquisition by Sycamore Partners.
Worse than expected
Walgreens Boots Alliance establishes a $2.5 billion accounts receivable securitization facility to repay $2.0 billion in outstanding term loans and terminate related commitments.

Quarterly Earnings (10-Q)

Walgreens Boots Alliance reported a reduced net loss for the nine months ended May 31, 2025, driven by lower impairment charges, but saw declines in adjusted earnings and U.S. retail sales, as the company progresses with its Footprint Optimization Program and a proposed merger.
Capital raise
Worse than expected
Walgreens Boots Alliance (WBA) reported its Q2 2025 results, highlighted by a merger agreement with Blazing Star Parent, LLC, and the suspension of its quarterly dividend.
Worse than expected
Walgreens Boots Alliance reports a net loss for Q1 2025, driven by restructuring costs and fair value adjustments, while advancing strategic initiatives to optimize its footprint and stabilize pharmacy margins.
Worse than expected
Walgreens Boots Alliance's Q3 results show a mixed performance with a significant goodwill impairment charge impacting overall profitability, while cost-saving initiatives and U.S. Healthcare improvements offer some positives.
Worse than expected
Walgreens Boots Alliance reported a significant net loss for the second quarter of 2024, primarily due to a substantial goodwill impairment charge related to its VillageMD investment.
Worse than expected

Annual Reports (10-K)

Walgreens Boots Alliance reports a net loss for fiscal year 2024, impacted by significant impairment charges and a challenging retail environment, while initiating a strategic review to optimize its portfolio.
Worse than expected

Insider Trading (Form 4)

Walgreens Boots Alliance SVP Beth Amber L. Fabbri reported the disposition of 124,670 shares and RSUs following the company's merger.
Walgreens Boots Alliance EVP and Global CFO Manmohan Mahajan reported the disposition of common stock and restricted stock units following the company's merger into a wholly-owned subsidiary.
Walgreens Boots Alliance executive Lanesha Minnix reported the disposition of 348,093 shares of common stock following the company's merger into a wholly-owned subsidiary.
Worse than expected
Walgreens Boots Alliance CEO Timothy C. Wentworth's equity holdings were converted into cash and divested asset rights following the company's merger into a wholly-owned subsidiary.
Walgreens Boots Alliance SVP Todd Heckman disposed of 93,037 shares of common stock following the company's merger with Blazing Star Parent, LLC.
Worse than expected
Walgreens Boots Alliance EVP Mary Langowski disposed of 494,295 shares of common stock following the company's merger into a wholly-owned subsidiary.

Proxy Statements (Def-14A)

Walgreens Boots Alliance has filed supplemental disclosures to its definitive proxy statement concerning its merger with Blazing Star Parent, LLC, in response to shareholder lawsuits alleging material omissions and misrepresentations.
Delay expected
Worse than expected
Capital raise
Walgreens Boots Alliance, Inc. (WBA) has filed its definitive proxy statement for the proposed merger with Sycamore Partners, setting the shareholder vote for July 11, 2025, while reporting continued positive momentum in key segments despite ongoing U.S. retail challenges.
Capital raise
Walgreens Boots Alliance is actively soliciting stockholder votes for its proposed merger with Sycamore Partners, emphasizing the Board's unanimous recommendation and the critical importance of participation in the July 11, 2025 special meeting.
Delay expected
Capital raise
Walgreens Boots Alliance, Inc. has filed its definitive proxy statement with the SEC, setting the Special Meeting for shareholders to vote on the proposed merger with Sycamore Partners for Friday, July 11, 2025.
Walgreens Boots Alliance, Inc. has filed its definitive proxy statement with the SEC, setting the Special Meeting for July 11, 2025, to seek shareholder approval for its proposed merger with Blazing Star Parent, LLC, an affiliate of Sycamore Partners.
Capital raise
Walgreens Boots Alliance, Inc. has scheduled a Special Meeting of Shareholders for July 11, 2025, to vote on its proposed acquisition by affiliates of Sycamore Partners.
Capital raise

Institutional Holdings (13F)

Walgreens Boots Alliance's latest 13F filing reveals substantial holdings in BrightSpring Health Services and Cencora, Inc.
Walgreens Boots Alliance's latest 13F filing reveals substantial holdings in BrightSpring Health Services and Cencora, Inc.
Walgreens Boots Alliance's latest 13F filing reveals substantial equity positions in BrightSpring Health Services and Cencora, Inc.
Walgreens Boots Alliance's latest 13F filing reveals substantial holdings in Brightspring Health Services and Cencora as of June 30, 2024.
Walgreens Boots Alliance's latest 13F filing reveals substantial holdings in BrightSpring Health Services and Cencora as of March 31, 2024.

Schedule 13D - Activist Investments

Alliance Sante Participations Ltd. and Stefano Pessina have ceased beneficial ownership of Walgreens Boots Alliance, Inc. common stock following a completed transaction.
Walgreens Boots Alliance Holdings LLC has settled portions of its May 2023 variable pre-paid forward sale contracts, resulting in its beneficial ownership of Cencora, Inc. common stock falling below the 5% threshold.
Walgreens Boots Alliance (WBA) has filed an Amendment No. 21 to its Schedule 13D, disclosing a reduction in its beneficial ownership of Cencora, Inc. (formerly AmerisourceBergen Corporation) to 5.4% and the immediate resignation of Ornella Barra from Cencora's Board of Directors.
Stefano Pessina and Alliance Sante Participations S.A. have transferred their entire beneficial ownership of Walgreens Boots Alliance shares to ASP Cayman, a wholly-controlled entity, consolidating 17.1% of the company's common stock.
Capital raise
Walgreens Boots Alliance Holdings LLC has completed the settlement of its June 2023 variable pre-paid forward sale contracts related to Cencora, Inc. common stock, reducing its beneficial ownership to approximately 5.4%.
Walgreens Boots Alliance, Inc. has entered into a definitive merger agreement to be acquired by an entity affiliated with Sycamore Partners, with a significant reinvestment from existing major shareholder Stefano Pessina and Alliance Sant Participations S.A.
Capital raise

Schedule 13G - Passive Investments

Silver Point Capital, along with Edward A. Mule and Robert J. O'Shea, reported a 0% beneficial ownership in Walgreens Boots Alliance following the issuer's merger closing on August 28, 2025.
Walgreens Boots Alliance, Inc. has filed an amended Schedule 13G, reporting zero beneficial ownership in BrightSpring Health Services, Inc., signaling a complete exit from its investment.
BlackRock, Inc. has filed an updated Schedule 13G, confirming its beneficial ownership of 6.1% of Walgreens Boots Alliance Inc.'s common stock as of March 31, 2025.
The Vanguard Group has filed an amended Schedule 13G, revealing its continued passive beneficial ownership of 10.04% of Walgreens Boots Alliance Inc.'s common stock as of January 31, 2025.