Each material 8-K filed by a company listed on a US stock exchange (NYSE, Nasdaq, Cboe), read and summarized: what happened, the key numbers, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). This page lists the last 45 days; every brief stays on its company's 8-K page (1506 companies, A–Z).
NRG Energy agreed to sell six natural-gas generation assets, totaling 4.9 GW, to an affiliate of LS Power for $4 billion in cash, subject to customary adjustments. The sale is targeted to close in the second quarter of 2027, pending regulatory approvals. NRG plans to use the proceeds for $3 billion of share repurchases across 2026 and 2027 and $2 billion of debt reduction at closing.
Purchase price of $4 billion in cash, subject to working capital and other closing adjustments; implied 2027 valuation of 8.0x EV/Adj. EBITDA
Six assets totaling 4.9 GW: Ravenswood (NYISO), Ocean State Power and Wallingford (ISO-NE), and Jack County, Johnson County and R.W. Miller (ERCOT)
Targeted closing in the second quarter of 2027, subject to HSR, FERC and New York State Public Service Commission approvals
Planned 2027 capital allocation includes $3 billion of share repurchases across 2026 and 2027, with an incremental $1 billion starting before the end of Q4 2026
DTE Energy said it is selling primarily all of its DTE Vantage business for approximately $3 billion to institutional investors advised by J.P. Morgan Asset Management, with closing targeted in the first half of 2027. The company also raised its long-term operating EPS growth target to greater than 9% through 2031, up from a prior 6% to 8% range, and increased its five-year utility capital plan to $44 billion, which it says is nearly 30% above the prior plan.
Transaction value of approximately $3 billion for primarily all DTE Vantage assets, excluding EES Coke and several named custom energy solutions and renewable energy sites
Target closing in the first half of 2027; sale proceeds will be invested in utility businesses, reducing equity and debt needs
Operating EPS growth target of greater than 9% from 2027 to 2031, versus prior 6% to 8% growth profile; 2026 operating EPS guidance of $7.59 to $7.73 remains, with the company positioned to achieve the high end
Average annual equity issuances targeted at about $1 billion from 2027 to 2031; dividend to increase 7% in 2027
Essential Utilities filed an 8-K furnishing American Water's unaudited financial statements for the quarter and nine months ended September 30, 2026, as Exhibit 99.1. The filing is tied to the pending merger under which Essential would become a wholly owned subsidiary of American Water, and the merger has not yet closed.
American Water third-quarter 2026 operating revenues were $1,510 million, up from $1,451 million a year earlier.
Third-quarter net income attributable to common shareholders was $387 million, compared with $379 million, with diluted EPS of $1.94 in both periods.
Nine-month diluted EPS was $4.56 versus $4.47, and the merger remains subject to customary closing conditions, including regulatory approvals.
Vistra Corp. has completed its acquisition of Q-Generation Holdings, LLC, adding 10 natural gas generation facilities representing approximately 5,500 megawatts of capacity. The transaction consideration included approximately $2.2 billion in cash and 5,000,000 shares of Vistra common stock, alongside the assumption and planned repayment of approximately $1.7 billion of acquired indebtedness.
Completed the acquisition of Q-Generation Holdings, LLC on October 30, 2026, adding approximately 5,500 megawatts of natural gas capacity across 10 facilities.
Consideration included approximately $2.2 billion in cash (net of adjustments) and 5,000,000 shares of Vistra common stock valued at $185 per share.
Assumed approximately $1.7 billion of indebtedness, which Vistra expects to repay in full on or about November 5, 2026.
Lumentum Holdings Inc. entered into a definitive merger agreement on November 1, 2026, under which Marvell Technology, Inc. will acquire Lumentum in an all-stock transaction with an implied enterprise value of $115 billion. Lumentum stockholders will receive 4.500 shares of Marvell common stock for each share of Lumentum common stock they own. The transaction is expected to close in the first half of calendar year 2028, subject to regulatory and stockholder approvals.
On November 1, 2026, Lumentum entered into an agreement to be acquired by Marvell Technology in an all-stock transaction.
Lumentum stockholders will receive a fixed exchange ratio of 4.500 shares of Marvell common stock for each share of Lumentum common stock, representing an implied enterprise value of $115 billion.
The transaction is expected to close in the first half of calendar year 2028.
Following closing, current Marvell stockholders will own approximately 67% and Lumentum stockholders will own approximately 33% of the combined company.
Marvell Technology has entered into a definitive agreement to acquire Lumentum Holdings in an all-stock transaction with an implied enterprise value of $115 billion for Lumentum. Lumentum stockholders will receive 4.500 shares of Marvell common stock for each share owned, and the deal is expected to close in the first half of calendar year 2028. Additionally, Marvell reported preliminary revenue for the third quarter of fiscal 2027.
Lumentum stockholders will receive a fixed exchange ratio of 4.500 Marvell shares per Lumentum share.
The transaction carries an implied enterprise value of $115 billion for Lumentum, representing about $1,132 per share.
Post-closing, Marvell stockholders will own approximately 67% and Lumentum stockholders approximately 33% of the combined company.
The deal is expected to close in the first half of calendar year 2028, pending approvals.
Lazard, Inc. has completed its acquisition of Campbell Lutyens and launched Lazard CL, a combined private capital advisory business. The transaction expands Lazard's private capital advisory and secondary fundraising capabilities, with management anticipating approximately $500 million in combined revenue in 2027.
The acquisition closed on November 2, 2026, establishing Lazard CL as a combined private capital advisory business.
Lazard CL anticipates generating approximately $500 million in combined revenue in 2027.
The business brings together more than 300 advisory professionals across 19 offices globally.
The companies have collectively advised on more than $1 trillion of primary capital raised and secondary transaction volume over the past four decades.
ADT Inc. agreed to be acquired by Thrive Holdings in an all-cash deal valued at approximately $7.6 billion in equity and $15.3 billion in enterprise value. The $10.00 per share price is a 45.6% premium to the unaffected closing price of $6.87 on October 27, 2026, and ADT will become privately held with its stock ceasing to trade on the New York Stock Exchange upon completion.
Stockholders will receive $10.00 per share in cash, a 45.6% premium to the $6.87 unaffected close on October 27, 2026.
The deal values ADT at about $7.6 billion in equity value and $15.3 billion in enterprise value.
Financing commitments come solely from funds managed by affiliates of Apollo Global Management, and the deal is not subject to a financing condition.
The transaction is expected to close in the first quarter of 2027, subject to stockholder and U.S. antitrust approval; a go-shop period runs until 11:59 p.m. New York time on November 28, 2026.
DoorDash reported third-quarter 2026 financial results with marketplace GOV of $33.9 billion and GAAP net income of $466 million. Additionally, the company announced a definitive agreement to acquire Instacart for $65.00 per share, representing an equity value of approximately $17 billion. DoorDash also issued financial guidance for the fourth quarter of 2026.
Total orders increased 28% year-over-year to 993 million in Q3 2026.
GAAP net income attributable to common stockholders reached $466 million in Q3 2026.
DoorDash agreed to acquire Instacart for $65.00 per share in a transaction valued at approximately $17 billion.
Q4 2026 marketplace GOV is projected to be between $35.4 billion and $36.4 billion.
A. O. Smith agreed to sell an 81% equity interest in its China business to CPE, an alternative asset manager, subject to closing conditions and regulatory approvals. The company keeps a 19% stake and a long-term brand license, and expects the deal to close in the first half of 2027. The company says it intends to use after-tax proceeds and repatriated cash mainly for share repurchases.
China business valued at about $400 million on a cash-free, debt-free basis; total value including licensing economics expected to exceed $500 million
About $80 million of cash currently held in China would be repatriated
A. O. Smith retains a 19% interest and receives royalties under a long-term brand license
Expected close in the first half of 2027; third quarter results and guidance due October 29, 2026
On October 27, 2026, CoStar Group signed a merger agreement through its subsidiaries to acquire Vexcel Group, a provider of aerial imagery and geospatial data, for $730 million in cash, subject to customary adjustments. Closing depends on antitrust waiting periods and other conditions, and the deal does not require CoStar stockholder approval or financing. The same day, CoStar reported third-quarter 2026 revenue of $952 million, up 14%, net income of $74 million versus a $31 million loss a year earlier, and raised its full-year 2026 Adjusted EBITDA guidance to $820 million to $840 million.
Vexcel purchase price is $730 million in cash; the agreement can be terminated if the deal is not completed by July 27, 2027.
Q3 2026 revenue was $952 million, up from $834 million; net income was $74 million and diluted EPS was $0.18.
Q3 Adjusted EBITDA was $229 million versus $114 million a year earlier; 2026 Adjusted EBITDA guidance raised to $820 million to $840 million and revenue guidance to $3.75 billion to $3.77 billion.
Vertiv Holdings Co. completed its acquisition of Utility Innovation Holdings, Inc. for approximately $1.45 billion in upfront cash, with up to $1.15 billion in additional contingent cash consideration based on EBITDA targets. The transaction expands Vertiv's portfolio into microgrids and behind-the-meter power architecture to help data center operators address power constraints.
Vertiv completed the acquisition on October 27, 2026, paying approximately $1.45 billion in upfront cash.
Additional contingent cash consideration of up to $1.15 billion may be paid in two tranches based on EBITDA targets.
The acquisition purchase price represents approximately 13x expected UIG 2027 EBITDA.
MarketAxess said the US Department of Justice and Federal Trade Commission granted early termination of the Hart-Scott-Rodino waiting period, effective October 21, 2026. This satisfies the HSR Act condition to close the merger with Intercontinental Exchange, which was announced July 29, 2026. The merger still requires approval by MarketAxess stockholders and other required regulatory approvals.
DOJ and FTC granted early termination of the HSR Act waiting period, effective October 21, 2026
The HSR Act closing condition is now satisfied
Remaining conditions include stockholder approval and other required regulatory approvals
Definitive Proxy Statement was filed with the SEC on September 18, 2026
Silgan Holdings said it will combine its Metal Containers and Food and Beverage Flat Cap Closures businesses with Trivium Packaging in a partnership with funds affiliated with American Industrial Partners (AIP), with the partnership acquiring Trivium in an all-cash deal at a $3.4 billion enterprise value. Silgan expects about $2.3 billion of cash proceeds and a 60% stake in the new partnership, and it expects the deal to be at least 15% accretive to adjusted EPS and free cash flow, including $225 million of expected synergies. The deal is expected to close in mid-2027, subject to regulatory approvals and other conditions, and Silgan confirmed its third-quarter and full-year 2026 adjusted EPS outlook.
Silgan MCC will combine Silgan's Metal Containers and Flat Cap Closures businesses with Trivium at a $3.4 billion enterprise value for Trivium, or 7.1x LTM Adjusted EBITDA
Silgan receives approximately $2.3 billion of cash proceeds and retains 60% ownership; AIP holds 40% and contributes approximately $1.0 billion of cash equity
Expected synergies of $225 million by year three, with about $75 million in year one and $150 million in year two; Silgan expects at least 15% adjusted EPS accretion
Expected close in mid-2027; Silgan MCC net leverage estimated at about 4.0x pro forma
International Seaways agreed to acquire Bruton Limited, a Bermuda tanker company valued at about $370 million, through a share exchange with holders of about 50.5% of Bruton's shares and a later merger. The same release gave preliminary third-quarter 2026 results, with shipping revenues of $480-$490 million and net income of $340-$350 million, including a gain of about $50 million on a vessel sale, while blended spot earnings fell from the second quarter but rose from a year earlier. Shareholders should note that the Bruton merger is subject to a Bruton shareholder vote and that the share issuance will dilute existing holders.
Bruton is valued at about $370 million; holders of about 50.5% of its shares will exchange them for 0.05190 Seaways shares each, with that exchange expected to close on or about October 20, 2026.
Bruton holders of 10,000 or fewer shares will receive $6.3044 cash per share; the merger is expected to close after Bruton's special meeting on or about October 30, 2026, and either party may terminate if it has not closed by November 15, 2
Preliminary Q3 2026: shipping revenues of about $480-$490 million, net income of about $340-$350 million including a gain of about $50 million on a 2012-built Suezmax sale, and total liquidity of about $965 million.
Seaways expects to issue about 3.12 million shares, about 96% of the total consideration; blended spot earnings were about $68,000 per day in Q3 versus $79,000 in Q2 2026 and $29,000 in Q3 2025.
Pacira BioSciences agreed to be acquired by Viatris through a cash tender offer at $36.50 per share, followed by a second-step merger, for an aggregate equity value of $1.65 billion. Pacira's board unanimously recommends that shareholders tender their shares, and the deal is expected to close by the end of 2026, subject to a majority tender and regulatory clearance.
Cash offer of $36.50 per share, with a $1.65 billion aggregate equity value
Tender offer to start within 15 business days of the October 8, 2026 agreement; deal expected to close by end of 2026
Pacira would pay Viatris a $62.0 million termination fee if it accepts a superior offer
Pacira generated approximately $746 million in revenue and $177 million in adjusted EBITDA in the twelve months ended June 30, 2026
Option Care Health entered into a merger agreement on October 5, 2026, under which an investor group of CD&R affiliates and McKesson Corporation would acquire the company for $32.05 per share in cash, a total enterprise value of approximately $5.8 billion. The price represents a premium of approximately 37% to the October 5, 2026 closing share price, and the company's board unanimously recommended the deal to stockholders. Shareholders would receive cash and the stock would no longer be publicly listed on Nasdaq once the deal closes, which is expected in the first half of 2027, subject to stockholder and regulatory approvals.
Cash consideration of $32.05 per share, a premium of approximately 37% to the October 5, 2026 closing price
Total enterprise value of approximately $5.8 billion; McKesson to invest approximately $1.4 billion for an approximately 49% minority interest
Closing expected in the first half of calendar year 2027, subject to stockholder approval and regulatory approvals
Company is withdrawing its previously disclosed 2026 guidance and will not host a call for its third quarter 2026 results, which it expects to release on November 4, 2026
Matador Resources completed its acquisition of Paloma Permian LLC on October 1, 2026, paying $1.255 billion in cash, subject to post-closing adjustments. The company says the deal adds about 16,500 net acres in Eddy and Lea Counties, New Mexico, and over 156 net drilling locations, and expects it to support free cash flow and debt repayment.
Closed October 1, 2026, for $1.255 billion in cash, subject to post-closing adjustments
Adds about 16,500 net, mostly undeveloped acres in Eddy and Lea Counties, New Mexico
Adds over 156 net locations; Matador expects to begin drilling up to 25 wells by year-end 2027
Expects to pay down its PNC Bank-led credit facility by $350-400 million in Q4 2026, depending on commodity prices
PTC signed a merger agreement under which Schneider Electric will acquire the company for $205 per share in cash, valuing PTC's equity at approximately $22.6 billion. The price is a 42.3% premium to PTC's last closing price, and PTC shareholders must approve the deal; closing is anticipated by Q3 2027. Shareholders would receive cash and the stock would be delisted from Nasdaq if the merger closes.
Merger consideration: $205 per share in cash; implied enterprise value of $23.7 billion
Premium of 42.3% to last closing price and 46.1% to the previous 30-trading-day VWAP
Company must pay Schneider Electric a $700 million termination fee in specified circumstances
Closing anticipated by Q3 2027, subject to majority shareholder approval and regulatory clearances including HSR and CFIUS
On October 1, 2026, CareTrust completed the purchase of 24 completed UK care homes from LNT Care Developments for £576 million (about $764 million), excluding transaction costs. The company also expects to acquire 21 more homes under development for £504 million (about $669 million) on a rolling basis through December 31, 2027, and raised its full-year 2026 guidance, which shareholders may view as a sign of improved earnings expectations.
24 completed care homes acquired October 1, 2026 for £576 million (about $764 million), excluding transaction costs
21 in-development homes to be acquired for £504 million (about $669 million) as they are completed and approved, through December 31, 2027
Full-year 2026 guidance raised: net income attributable to CareTrust of $1.54 to $1.57 per share and Normalized FFO of $2.06 to $2.09 per share
Initial closing funded by proceeds from settling outstanding forward equity agreements and a draw on the revolving credit facility
onsemi, Synaptics and Merger Sub signed an Amended and Restated Merger Agreement on October 1, 2026, after Synaptics received an unsolicited proposal from a third party. The revised deal is all-cash at $123 per share, with an aggregate value of about $5.7 billion versus about $7 billion under the prior agreement. onsemi says the transaction is now expected to be immediately accretive to non-GAAP earnings per share upon closing.
Merger consideration revised to $123 per share in cash; aggregate value about $5.7 billion, down from about $7 billion under the June 25, 2026 agreement.
Morgan Stanley Senior Funding, Inc. committed up to $2.45 billion of senior secured term loan under a commitment letter dated October 1, 2026.
onsemi expects the deal to be immediately accretive to non-GAAP EPS; the transaction is expected to close by mid-2027, subject to Synaptics shareholder approval and regulatory approvals.
The Federal Trade Commission has approved the transaction; regulators in other jurisdictions are still reviewing it.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Frequently asked questions
Which filings get a brief?
Form 8-K filings by companies listed on a US stock exchange (NYSE, Nasdaq, Cboe; not over-the-counter stocks) that report a material event: results (Item 2.02), deals (1.01, 2.01), executive changes (5.02), restructuring (2.05), impairments (2.06), delisting notices (3.01), restatements (4.02), cybersecurity incidents (1.05), bankruptcy (1.03) and Regulation FD or other events (7.01, 8.01). Routine filings such as vote results or exhibits only are skipped.
How is the impact score set?
The AI rates each filing from 1 (routine) to 5 (major, such as a merger, bankruptcy or restatement) based only on what the filing says. It is a reading aid for sorting the day's filings, not a prediction of how the stock will move.
How quickly do briefs appear?
On weekdays the SEC filing feed is checked every 5 minutes from 6 am to 5:45 pm Eastern, when nearly all 8-Ks come in, and every hour after that until 10 pm. Briefs of the 1,000 largest companies follow within minutes; the others usually within the hour, or later the same day when many filings arrive at once.
Which companies are covered?
Every company with shares listed on the NYSE, Nasdaq or Cboe that files 8-Ks, about 4,500 of them. Foreign companies that report on Form 6-K instead are not included. The S&P 1500 only filter above narrows the list to the large, mid and small caps of the S&P Composite 1500.
Are older briefs kept?
Yes. This page shows the last 45 days, but every brief ever published stays online: each has its own page, and each company has an 8-K page listing all of its briefs, newest first, linked from its stock page and from the A-Z list of companies.