Prosus stock (NL0013654783): Divests 5% Delivery Hero stake to Aspex for €335 million

Prosus NV has divested a 5% stake in Delivery Hero to Aspex Management for €335 million, according to Investing.com as of May 10, 2026. The transaction marks a strategic reduction in Prosus's stake in the food delivery company, with Aspex Management, Delivery Hero's second-largest shareholder, acquiring the shares. This move reflects evolving portfolio management at Prosus as it navigates its diverse technology and media holdings.

As of: May 11, 2026

By the editorial team – specialized in equity coverage.

Prosus NV: Core business model

Prosus operates as a global technology and media investment company, holding significant stakes in a diversified portfolio of digital platforms and services. The company's primary focus centers on food delivery, classifieds, payments, and online services across emerging and developed markets. Delivery Hero, in which Prosus held a substantial stake prior to this divestment, represents one of its major holdings, providing exposure to the competitive food delivery sector.

The company's investment strategy emphasizes long-term value creation through minority and majority stakes in technology-driven businesses. Prosus maintains operations across multiple geographies, with particular strength in emerging markets where digital adoption continues to accelerate. The divestment of the 5% Delivery Hero stake signals a potential shift in capital allocation priorities or a rebalancing of the portfolio to optimize returns.

Main revenue and product drivers for Prosus

Prosus generates returns primarily through equity appreciation and dividends from its portfolio companies rather than direct operational revenue. Delivery Hero, the food delivery platform, has been a cornerstone holding, competing globally in the logistics and restaurant delivery space. The company's portfolio also includes stakes in classifieds platforms, fintech services, and other digital commerce businesses that benefit from secular trends in online adoption.

The €335 million transaction with Aspex Management underscores the liquidity available in Prosus's major holdings and the company's ability to execute strategic portfolio adjustments. For US investors, Prosus offers indirect exposure to global technology trends and emerging market digital transformation, though the company's primary listings are on Euronext Amsterdam and the Johannesburg Stock Exchange, with limited direct US exchange presence.

Conclusion

Prosus's divestment of its 5% Delivery Hero stake to Aspex Management for €335 million represents a tactical portfolio adjustment by the Netherlands-based investment company. The transaction demonstrates ongoing liquidity in Prosus's major holdings and reflects management's strategic approach to capital deployment. While the sale reduces Prosus's direct exposure to Delivery Hero, the company maintains a diversified technology and media portfolio positioned to benefit from long-term digital transformation trends globally.

Disclaimer: This article does not constitute investment advice. Stocks are volatile financial instruments.