New LTIP Metrics — screen
Representative sample — 50 large-cap US stocks across all 11 GICS sectors · 5 names with a new metric · latest grant cycle vs. prior, metric-set diff
WHAT IT MEANS 5 of 50 names introduced a genuinely new LTIP metric in their latest grant cycle. The adds cluster in two themes: AI/product monetization (Salesforce's Agentforce & Data 360 ARR) and profitability recasts (Disney adding 50%-weighted Adjusted EPS Growth, GE Aerospace swapping EPS for operating margin, Pfizer recasting net income to per-share). Intel's new-CEO plan is the sharpest pivot — operating metrics out, 100% relative TSR in. Most of the market held its design steady: 38 of 50 comparable names made no metric-set change, and several apparent 'adds' were relabels (BAC, JNJ, MRK, WMT, PEP) that a naive diff would have flagged.
Metric vs. prior cycle:
new
carried over
dropped
· click a column to sort
| Ticker |
Company |
Prior → latest |
# new |
Latest-cycle metric set (new highlighted) |
What it signals |
A metric is 'new' if its normalized base name (tranche-year suffixes stripped, e.g. '- Year 1/2/3') appears in the latest metric-bearing LTIP grant cycle but not in the immediately prior metric-bearing cycle. Relabels/reframes of the same underlying measure (e.g. window-prefix changes, CAGR vs growth wording) are not counted. rTSR-as-modifier and funding gates are not counted as metrics. Names with fewer than two metric-bearing cycles are listed under 'not screened'.
Source: Verity (InsiderScore) long-term incentive plan data, Form DEF 14A. Describes incentive-plan design, not company quality or stock merit — not investment advice.
