Each material 8-K filed by an S&P 1500 company, 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).
Assured Guaranty Ltd. made available its Assured Guaranty Inc. financial supplement for the period ended September 30, 2026, and a fixed income investor presentation on its website. The filing is a Regulation FD disclosure that points to materials but does not state any financial results, guidance or other figures in the text itself.
Materials posted to the Investor Information section of the company website on November 6, 2026
Documents include the Assured Guaranty Inc. September 30, 2026 Financial Supplement
Also included is a Fixed Income Investor Presentation for the period ended September 30, 2026
U.S. Bancorp's CFO John Stern and Vice Chair Stephen Philipson will present at the BancAnalysts Association of Boston Conference on November 6, 2026, and the company furnished the slides as Exhibit 99.1. The slides restate third-quarter 2026 results, including total net revenue of $7,970 million, up 9.5% from a year earlier, and net income applicable to common shareholders of $2,095 million, up from $1,893 million. The slides also cover the BTIG acquisition and the company's Capital Markets growth plans.
Presentation at 10:15 a.m. Eastern time on Friday, November 6, 2026, by John Stern and Stephen Philipson
Third-quarter 2026 total net revenue of $7,970 million, compared with $7,329 million in third-quarter 2025 (up 9.5%)
Net income applicable to common shareholders of $2,095 million, compared with $1,893 million in third-quarter 2025
Slides show return on tangible common equity of 18.5% and efficiency ratio of 55.9% for the third quarter of 2026
Encompass Health said its Sea Pines Rehabilitation Hospital in Melbourne, Florida, remains closed indefinitely after torrential rains on Nov. 1-2, 2026 caused flooding and substantial damage. The company reaffirmed its full-year 2026 guidance, which it said excludes closure-related costs and insurance proceeds from non-GAAP measures, but the closure removes a 90-bed facility from its operations while the joint venture evaluates repair or replacement options.
Sea Pines is a 90-bed hospital owned by a joint venture between Encompass Health and Holmes Regional Medical Center, a subsidiary of Health First.
For the first nine months of 2026, Sea Pines had net operating revenue of approximately $44 million and contributed approximately $14 million to Adjusted EBITDA.
Full-year 2026 guidance was reaffirmed: net operating revenue of $6,450 million to $6,500 million, Adjusted EBITDA of $1,395 million to $1,415 million, and adjusted EPS of $6.23 to $6.37.
All patients were evacuated safely, and the joint venture is in discussions with its partner on the path forward for reopening.
Glaukos furnished a November 2026 investor presentation as Exhibit 99.1 under Item 7.01, which it intends to use in investor meetings and post on its website. The filing is informational and does not set out a new earnings result or guidance change; it includes 3Q 2026 gross margin of 88% and cash of $340 million with no debt as of 9/30/2026.
Presentation dated November 2026, furnished as Exhibit 99.1 and not deemed filed under the Exchange Act
3Q 2026 gross margin of 88%, adjusted for certain accounting and other items per the appendix
Cash and equivalents of $340 million and no debt as of 9/30/2026
Epioxa, described as the first and only FDA-approved epithelium-on keratoconus treatment, commercially available since March 2026
Kinder Morgan announced it will post an updated investor presentation on its website by 6:00 a.m. Central Time on November 6, 2026. The filing contains no financial results, guidance, or other figures, so it does not by itself report a change in the company's business.
Updated investor presentation to be posted by 6:00 a.m. Central Time on November 6, 2026
Materials available at ir.kindermorgan.com/presentations-webcasts
Filing is furnished under Item 7.01 and does not state specific financial figures
Effective July 1, 2026, Bruker reorganized its reportable segments, with BSI BIOS, BSI BMID, BSI NANO and BEST now reported. The company furnished recast segment data for 2024, 2025 and 2026 periods so investors can compare on the new basis. The filing states the change has no effect on historical consolidated results of operations, financial position or cash flows, and is not a restatement.
Reorganization effective July 1, 2026 creates four reportable segments: BSI BIOS, BSI BMID, BSI NANO and BEST.
Exhibit 99.1 provides recast segment data for fiscal 2025 and 2024, quarterly 2025 and 2026 periods, and the nine months ended September 30, 2025.
Fiscal 2025 revenue from external customers is $3.4 billion on both the as-reported and recast bases, per the exhibit.
ServisFirst Bancshares filed an updated investor presentation as Exhibit 99.1 to a Form 8-K dated November 5, 2026. The company says the deck adds current quarter financial information and other data for use in discussions with certain investors, and it will also be posted on its Investor Relations website. The filing contains no new earnings release or change to guidance, so shareholders get the same reported figures in a different format.
The updated presentation adds current quarter financial information and is furnished under Regulation FD, not filed.
As of September 30, 2026, the presentation shows total assets of $18.3 billion, stockholders' equity of $2.0 billion and total loans of $14.7 billion.
The presentation shows net income of $256.1 million and a 1.90% return on average assets for the period ended September 30, 2026.
The 8-K was signed by Chairman, President and CEO Thomas A. Broughton, III.
Home BancShares said it received about $80.7 million from the borrower's sale of part of the collateral securing a $92.1 million non-performing loan relationship in its Texas market, completing the first phase of resolving the credit. The payment lowers the company's non-performing loan and asset ratios and leaves about $11.4 million in carrying amount, with a second phase expected in the fourth quarter of 2026 that could recover part of an amount charged off in 2024.
Payment of about $80.7 million received; proceeds were about 95% of the appraised value of the collateral sold
Remaining carrying amount of about $11.4 million, still classified as nonaccrual pending the second phase
Based on September 30, 2026 balances, non-performing loans to total loans fall about 48 basis points and non-performing assets to total assets fall about 34 basis points
Second phase expected to complete in the fourth quarter of 2026, but the company gives no assurance the remaining balance will be repaid as expected
Pinnacle Financial Partners furnished investor presentation materials for a fireside chat at the BancAnalysts Association of Boston Conference on November 5, 2026. The filing is routine and contains no new financial results, guidance changes, or transaction terms, though the deck discusses integration of the recently completed Synovus business combination.
Fireside chat scheduled for November 5, 2026 at 2:10 p.m. ET
Presentation materials furnished as Exhibit 99.1 and posted at investors.pnfp.com
Deck states the March 2027 core and brand conversion is on track following the Synovus combination
Regions executives will present to institutional investors at meetings in November and December 2026, and the company furnished the presentation materials as Exhibit 99.1 to a Form 8-K. The deck restates 3Q26 results and offers near-term expectations, including a 4Q26 net interest income forecast of a 1% to 2% increase from 3Q26.
3Q26 net income available to common shareholders was $611 million, with diluted earnings per share of $0.71 as reported.
Management expects 4Q26 net interest income to rise 1% to 2% versus 3Q26, with net interest margin of about 3.70%.
The presentation is furnished under Regulation FD and is also posted on regions.com.
Freeport-McMoRan's Board of Directors approved a $4.5 billion expansion and modernization program for its wholly owned Bagdad copper and molybdenum operation in northwest Arizona. The filing says the project would lift annual long-term copper output to over 400 million pounds, about 225 million pounds more, with initial production targeted for mid-2030. For shareholders, this is a large, multi-year capital commitment, with planned spending to be incorporated into the company's updated capital expenditure outlook and classified as discretionary.
Future incremental capital costs for a new concentrator, mining equipment and expanded infrastructure are expected to approximate $4.5 billion.
Annual long-term production would exceed 400 million pounds of copper (about 225 million pounds incremental) and over 20 million pounds of molybdenum (about 12 million pounds incremental).
Construction is expected to take about 3.5 years, with about 20% of project costs funded in 2027, 30-35% in 2028 and the balance in 2029-2030.
Project break-even economics are supported at a copper price of approximately $4.00 per pound, and the company expects a roughly 20% reduction in long-term unit net cash costs.
Northwest Bancshares furnished an investor presentation under Item 7.01 for its participation in the 2026 Hovde Financial Services Conference on November 5, 2026. The deck, dated November 4, 2026, reports third-quarter 2026 revenue of $184.9 million, which the company describes as a record quarter, and diluted EPS of $0.34 (adjusted EPS $0.35).
Conference participation: 2026 Hovde Financial Services Conference on Thursday, November 5, 2026; presentation dated November 4, 2026 (Exhibit 99.1)
3Q26 revenue of $184.9 million, up 9.9% year over year and 2.0% quarter over quarter; net interest income of $149.0 million, up 9.5% year over year
3Q26 diluted EPS of $0.34 and adjusted diluted EPS of $0.35; total loans of $13.3 billion and total deposits of $14.3 billion as of September 30, 2026
Cencora reorganized its operating model and will report three segments starting in fiscal 2027: Pharmaceutical Distribution and Services, Specialty Pharmaceutical and Provider Services, and Other. The company also furnished unaudited revised segment results for fiscal 2026 and 2025 under the new structure, which show total revenue of $337.4 billion and total segment operating income of $4.8 billion for fiscal 2026, up from $321.3 billion and $4.2 billion in fiscal 2025.
Beginning in the first quarter of fiscal 2027, reporting segments are Pharmaceutical Distribution and Services, Specialty Pharmaceutical and Provider Services, and Other
Fiscal 2026 total revenue was $337,397,299 thousand, compared with $321,332,819 thousand in fiscal 2025
Fiscal 2026 total segment operating income was $4,813,047 thousand, compared with $4,222,973 thousand in fiscal 2025
MWI Animal Health, Profarma and other PharmaLex components are in Other, a non-reportable category where the company is exploring strategic alternatives
Safehold disclosed an estimated $9,867 million of unrealized capital appreciation (UCA) in its owned residual portfolio as of September 30, 2026, calculated as Combined Property Value of $16,812 million less Ground Lease Cost of $6,945 million. The filing is a valuation disclosure that sets out the methodology and limitations, with no prior-period comparison, so it does not show a clear change in direction for shareholders.
Estimated UCA in the owned residual portfolio: $9,867 million as of September 30, 2026
Combined Property Value: $16,812 million; Ground Lease Cost: $6,945 million
Independent valuation firm CBRE, Inc. prepares the property value reports; the company intends to value each Ground Lease about every 12 months and no less often than every 24 months
CBRE states its reports do not specifically value Safehold's securities
Dollar Tree announced it will report third-quarter fiscal 2026 results before the stock market opens on November 24, 2026, followed by an 8 a.m. Eastern conference call led by CEO Mike Creedon and CFO Stewart Glendinning. The filing is a scheduling notice only and contains no financial results, so it does not change the company's reported performance.
Results for the quarter ended October 31, 2026 will be released before the stock market opens on Tuesday, November 24, 2026.
The conference call starts at 8 a.m. Eastern Time on November 24, 2026, with a question-and-answer session.
A replay will be available for seven days after the call; the webcast is on the company's investor relations website.
Axos Financial filed an investor presentation on Form 8-K that it will use at investor meetings beginning on or around November 4, 2026, and over the next few months. The deck includes first-quarter fiscal 2027 results, including net income of $129.6 million and diluted EPS of $2.25, along with total deposits of $25.4 billion as of September 30, 2026. The filing is a presentation rather than a new earnings release, and the company states the information is as of November 3, 2026, with no obligation to update it.
Presentation to be used at investor meetings beginning on or around November 4, 2026
Q1 fiscal 2027 net income of $129.6 million and diluted EPS of $2.25 shown in the deck
Total deposits of $25.4 billion as of September 30, 2026
Information presented as of November 3, 2026; company does not assume duty to update it
Allegiant Travel Company filed unaudited pro forma financial information showing its results as if its May 13, 2026 acquisition of Sun Country Airlines had closed on January 1, 2025. The filing covers six quarters from March 31, 2025 through June 30, 2026 and the full year 2025, and is furnished under Regulation FD rather than filed. For shareholders, it gives a combined baseline for comparing future results but does not report new actual results.
Pro forma total operating revenues for the year ended December 31, 2025 were $3.67 billion, compared with $2.61 billion reported by Allegiant alone.
Pro forma net income for 2025 was $47.7 million, compared with a reported net loss of $44.7 million for Allegiant.
Pro forma adjusted EBITDA for 2025 was $641.9 million.
The pro forma figures exclude expected synergies and integration costs, and the purchase price allocation remains provisional until May 13, 2027.
FirstCash furnished an November 2026 investor presentation as Exhibit 99.1 to this 8-K and posted it on its website. The deck shows revenue up 18%, GAAP EPS up 25% and adjusted EPS up 19% versus the prior year, and it reiterates the pending Ramsdens acquisition and a 10% dividend increase for shareholders.
Trailing twelve-month figures as of September 30, 2026: revenue of $4.3 billion, GAAP net income of $406 million and adjusted EBITDA of $835 million
Fourth quarter dividend declared at $0.46 per share, a 10% increase over the prior quarterly dividend, annualizing to $1.84 per share
$176 million remains under the $350 million share repurchase program, with 1.6 million shares repurchased year to date at an average price of $201.04
Ramsdens acquisition has an estimated equity value of about $304 million and is targeted to close by the end of 2026, pending antitrust approval
Strategy Inc reported its weekly update for October 26 to November 1, 2026, in which it bought 811 bitcoin for $65.5 million using net proceeds from MSTR Stock sales. It also repurchased about 2.09 million STRC preferred shares for $208.2 million, funded from USD Cash. The filing shows bitcoin holdings of 849,327 BTC and a USD Reserve balance of $4.79 billion as of November 1, 2026.
Bought 811 bitcoin for $65.5 million at an average price of $80,846; aggregate holdings reached 849,327 BTC
Sold 1,178,552 MSTR Stock shares for $164.0 million in net proceeds; $98.5 million allocated to USD Cash
Repurchased 2,092,035 STRC preferred shares for $208.2 million; $748.6 million remains under the preferred repurchase program
USD Reserve stood at $4.79 billion and USD Cash at $132.7 million as of November 1, 2026
Citizens Financial Group's Audit Committee approved replacing Deloitte & Touche LLP with PricewaterhouseCoopers LLP as the company's independent auditor. The dismissal takes effect after Deloitte completes its audits for fiscal 2026, and PwC will audit fiscal 2027; the filing reports no disagreements or reportable events and no adverse or qualified Deloitte opinions for 2024 and 2025.
Audit Committee approved the change on October 28, 2026.
Deloitte's audit reports for fiscal 2025 and 2024 contained no adverse opinion, disclaimer, or qualification.
Filing reports no disagreements or reportable events with Deloitte in 2024, 2025, or through October 28, 2026.
Deloitte's letter dated October 30, 2026 is filed as Exhibit 16.1.
Edison International furnished an October 29, 2026 business update presentation as Exhibit 99.1 for use with investors and analysts, and posted it on edisoninvestor.com. The presentation reiterates a $38 billion to $41 billion electric infrastructure investment opportunity for 2026 through 2030, says the company is currently unable to estimate potential Eaton Fire losses, and states that California wildfire reform remains necessary after the regular legislative session ended without it.
Presentation dated October 29, 2026 was furnished under Item 7.01 and is to be used in meetings with institutional investors and analysts and at investor conferences.
Edison International cites a $38 billion to $41 billion electric infrastructure investment opportunity from 2026 through 2030.
The company states it is currently unable to estimate potential Eaton Fire losses, and says SCE has clear sources for funding claims resolution.
Key upcoming dates include a November 2 CPUC report on the statewide impact of lacking structural wildfire reform and a November 15 constitutional deadline to pass a bill.
Cullen/Frost Bankers said it will voluntarily move the listings of its common stock and Series B preferred depositary shares from the New York Stock Exchange to the Texas Stock Exchange. Trading on the TXSE is expected to begin November 12, 2026, and the tickers CFR and CFR.PrB will stay the same, with the company stating no shareholder action is required.
NYSE trading in common stock (CFR) and depositary shares (CFR.PrB) is expected to end at market close on November 11, 2026.
TXSE trading is expected to begin at market open on November 12, 2026, under the existing symbols.
The filing states no action is required from Cullen/Frost shareholders for the transfer.
The company reported $54.5 billion in assets at September 30, 2026.
Centrus Energy said its Oak Ridge, Tennessee plant has completed and shipped the first new centrifuge for its multibillion-dollar uranium enrichment expansion, with components to be assembled in Ohio. The company said this and a complete domestic supply chain were achieved ahead of its previously announced year-end target, but the filing contains no financial results or updated guidance.
First new centrifuge completed and shipped from Oak Ridge on October 29, 2026, ahead of the previously announced year-end target.
Centrus said it completed its acquisition of Westerman Holdings, a supplier of centrifuge casings, earlier in October 2026.
The company announced a $560 million investment in January 2026 to expand its Oak Ridge plant, and first new capacity in Ohio is expected to come online in 2029.
LiveRamp Holdings disclosed an October 22, 2026 agreement with Vihan Sharma covering his historic accrued vacation time. The company agreed to pay him approximately €600,000, and he agreed to release all claims against the company related to that vacation time. The filing discloses a one-time payment and settlement of claims, with no change in financial guidance or results stated.
Agreement entered into October 22, 2026, and reported in a Form 8-K dated October 28, 2026
Company to pay Vihan Sharma approximately €600,000
Sharma releases any and all claims against the company related to his historic accrued vacation time
UFP Industries filed an investor relations presentation under Regulation FD, posted to its investor website, with results through September 26, 2026. The Q3 2026 figures show net sales up from the prior-year quarter while adjusted EBITDA declined, and the presentation reiterates a $198 million share repurchase authorization remaining as of October 28, 2026.
Q3 2026 net sales were $1,733 million, compared with $1,560 million in Q3 2025.
Q3 2026 adjusted EBITDA was $119 million, compared with $140 million in Q3 2025.
Trailing twelve-month net sales were $6.4 billion and adjusted EBITDA was $492.3 million as of Q3 2026.
Share repurchase authorization had $198 million remaining as of October 28, 2026, and expires April 30, 2027.
Microsoft filed an 8-K to recast its consolidated financial statements for the three years ended June 30, 2026, to reflect segment changes it announced in September 2026. The filing states the update is not a restatement and does not amend the audited financial statements in its 2026 Form 10-K, so the change mainly affects how segment results are presented going forward.
Filed October 28, 2026 under Items 8.01 and 9.01; recast information is in Exhibit 99.1.
Segments changed to Agents and Infra and Devices and Consumer, effective fiscal year 2027.
The filing says the updates do not represent a restatement of previously issued financial statements.
Read with the 2026 Form 10-K (filed July 29, 2026) and the 10-Q for the quarter ended September 30, 2026.
Ellington Financial Inc. (NYSE: EFC) estimated its book value per common share at $13.53 as of September 30, 2026, including the effect of a previously announced $0.13 monthly dividend. The company said the estimate may change after its month-end and quarter-end valuation procedures, and that any change could be material. The filing does not compare the figure with prior periods.
Estimated book value per common share of $13.53 as of September 30, 2026
Estimate includes the previously announced monthly dividend of $0.13 per share, payable October 30, 2026 to holders of record on September 30, 2026
Estimate is subject to change after month-end and quarter-end valuation procedures, and any change could be material
Sphere Entertainment disclosed that its officers and directors overlap with several affiliated companies following the MSG Rangers distribution, including CEO James Dolan serving as chief executive of MSG Entertainment, MSG Knickerbockers and MSG Rangers. The filing states these overlaps could create conflicts of interest over acquisitions, commercial arrangements and stock ownership, and that the board adopted an overlap policy to extend existing protections to MSG Rangers roles.
James L. Dolan is Executive Chairman and CEO of Sphere, MSG Entertainment, MSG Knickerbockers and MSG Rangers, and Non-Executive Chairman of AMC Global Media.
Eight Sphere directors also serve on MSG Entertainment's board, nine on MSG Knickerbockers', five on MSG Rangers' and six on AMC Global Media's.
Existing Overlap Provisions in Sphere's articles limit liability for overlapping directors and officers, and the board adopted an overlap policy extending these to MSG Rangers roles.
Atlantic Union Bankshares furnished an investor presentation under Regulation FD for meetings with investors and analysts in the fourth quarter of 2026. The deck reports Q3 2026 adjusted operating diluted EPS of $0.96, and several 2026 outlook items are described as at the low end of their ranges. For shareholders, the reported tangible book value per share fell from $20.77 to $20.36 in the quarter, mainly because of AOCI, while the company repurchased $62.5 million of common stock.
Q3 2026 adjusted operating diluted EPS of $0.96; adjusted operating ROTCE of 19.85% and ROA of 1.45%
2026 outlook: loans $29.0-30.0 billion and deposits $31.0-32.0 billion; net interest income, net interest margin, noninterest income and expense all described as low end of range
Reported tangible book value per share was $20.36 at September 30, 2026, down from $20.77 at June 30, 2026; $23.22 excluding AOCI
Q3 2026 dividend of 37 cents per share, up 8.8% from the third quarter of 2025; $62.5 million of common stock repurchased at an average price of $41.38
Xencor said its current operating plans give it cash to fund research, development and operations into 2029. The company also released updated Phase 1 results for XmAb819 in advanced clear cell renal cell carcinoma, reporting confirmed objective response rates of 30.0% to 45.5% across three dose levels. The data are early and come from small groups, and the filing reports high rates of grade 3 or higher adverse events.
Cash expected to fund R&D and operations into 2029, based on current operating plans.
Confirmed objective response rate: 30.0% at 100 μg/kg (n=30), 44.0% at 200 μg/kg (n=25), 45.5% at 400 μg/kg (n=11).
Grade 3 or higher treatment-emergent adverse events occurred in 82.4% of expansion-dose patients (n=68); one treatment discontinuation due to cytokine release syndrome was reported.
Full 400 μg/kg analysis expected during 1H 2027 (20+ patients); a potential registration-enabling study is planned to start in 2027.
Lakeland Financial Corporation furnished a 3Q 2026 investor presentation under Regulation FD for use in meetings with investors and analysts. The filing states the material is not deemed filed under the Securities Exchange Act, and it contains no new earnings, guidance, or corporate action beyond figures already reported.
Exhibit 99.1 is a 2026 3Q Investor Presentation covering data as of September 30, 2026.
Presentation cites year-to-date 2026 net income up 14% and diluted EPS up 16% versus the prior-year period.
Presentation cites year-to-date 2026 pretax pre-provision earnings up 7% and total deposits of $6.3 billion.
Black Hills Corp. announced the planned name and ticker for the combined company if its merger with NorthWestern Energy receives final Montana regulatory approval and closes. Shareholders need take no action, and BKH shares continue trading under their current symbol while the merger is pending.
Black Hills would be renamed Bright Horizon Energy Corporation and trade on the NYSE as HZN after the merger completes.
NorthWestern Energy would become a wholly owned subsidiary of Bright Horizon Energy.
The Montana Public Service Commission is expected to consider the merger before November 12, 2026.
Shareholders of both companies, the Nebraska and South Dakota commissions, FERC and Hart-Scott-Rodino clearance have already approved or cleared the merger.
Bread Financial reported September 2026 credit metrics, including a delinquency rate of 5.57%, down from 6.04% a year earlier. Average credit card and other loans rose 6.4% year over year for the month, to $18.74 billion. The release does not include revenue, earnings or guidance, and the filing gives no prior-year comparison for net principal loss rates.
Delinquency rate was 5.57% as of September 30, 2026, versus 6.04% as of September 30, 2025.
Net principal loss rate was 5.99% for September 2026 and 6.40% for the three months ended September 30, 2026.
Average credit card and other loans rose 6.4% year over year for September to $18.74 billion; end-of-period loans were $18.85 billion.
United Fire Group announced it will release its third quarter 2026 earnings after the market closes on Tuesday, November 3, 2026, with a conference call on Wednesday, November 4, 2026 at 9 a.m. CT. The filing is a scheduling notice only and does not include any financial results.
Third quarter 2026 earnings release: after market close, Tuesday, November 3, 2026
Earnings conference call: Wednesday, November 4, 2026 at 9 a.m. CT
Call replay available through November 11, 2026; webcast archived for one year
NETSTREIT furnished an updated third quarter 2026 investor presentation under Regulation FD, attached as Exhibit 99.1 and posted on its website. The deck includes unaudited Q3 2026 results showing higher revenue and net income than in Q3 2025, along with portfolio, liquidity and balance sheet data as of September 30, 2026.
Total revenues for the three months ended September 30, 2026 were $66.3 million, compared with $48.3 million a year earlier.
Net income attributable to common stockholders was $8.5 million, compared with $0.6 million in the prior-year quarter.
Diluted earnings per share were $0.08, compared with $0.01 a year earlier.
Total liquidity was $1.3 billion and unsettled forward equity was $312 million as of September 30, 2026.
ARMOUR Residential REIT furnished an October 2026 monthly presentation as Exhibit 99.1 to an 8-K dated October 21, 2026, under Item 7.01, so it is not deemed filed under the Exchange Act. The presentation shows a total portfolio market value of $21,271 million as of 09/30/26, a debt-to-equity ratio of 8.2, $1,019.3 million of liquidity, and a $0.24 November 2026 common dividend. The filing contains no earnings or guidance, and the company states the information is unaudited.
November 2026 common dividend of $0.24; ex-dividend and record date 11/16/2026, pay date 11/27/2026
Total portfolio market value of $21,271 million as of 09/30/26, of which agency portfolio is $19,992 million
Debt-to-equity of 8.2 and liquidity of $1,019.3 million
BUCKLER Securities LLC provides 49.8% of repo positions; ARMOUR owns a 10.8% equity interest in BUCKLER
At its 2026 Investor Meeting on October 19, 2026, Jefferies presented trailing 12-month results that management described as strong, including net revenues of $8.5 billion, net earnings above $935 million, and a return on tangible equity of 13.1%. Management said it expects investment banking and capital markets margins to keep expanding and that it expects to close the Hildene transaction in the first quarter of 2027.
Trailing 12-month net revenues of $8.5 billion, net earnings over $935 million, and return on tangible equity of 13.1%
Investment banking and capital markets segment revenue rose from $4.5 billion in 2023 to $7.8 billion, and pre-tax profit rose from $500 million to about $1.3 billion
Over $925 million returned to shareholders in the current year through buybacks and dividends
Management expects to close the Hildene transaction in the first quarter of 2027
Capital One furnished its monthly charge-off and delinquency metrics for the month ended September 30, 2026, in an 8-K filed October 20, 2026. The report covers domestic credit card and auto loan figures, including net charge-offs, 30+ day delinquencies and nonperforming loans, with no comparison to prior periods.
Domestic credit card net charge-offs were $787 million, an annualized rate of 3.66% on average loans of $257.7 billion.
Domestic credit card 30+ day performing delinquencies were $9.7 billion, or 3.74% of period-end loans.
Auto net charge-offs were $125 million (1.62%), with auto 30+ day performing delinquencies of $4.3 billion (4.64%) and nonperforming loans of $603 million (0.65%).
Arcus Biosciences presented new data from its ARC-20 platform study of casdatifan, alone or in combination, for clear cell renal cell carcinoma, using a data cutoff of September 4, 2026. The filing reports response, progression and survival figures across first-line, second-line and late-line cohorts, with no unexpected safety signals cited for each regimen.
Second-line casdatifan plus cabozantinib (n=43): median PFS 14.5 months, 18-month landmark overall survival 77%, cORR 44%
First-line casdatifan plus zimberelimab (n=30): cORR 50%, landmark PFS 69% at 12 months, primary progression 6.7%
Late-line casdatifan monotherapy (n=121): median overall survival 35 months, median PFS 13 months, cORR 36%
Hilton notified the New York Stock Exchange that it will voluntarily transfer the listing of its common stock to the Nasdaq Global Select Market. The stock will keep the ticker HLT, and no action is required from shareholders. The filing reports no change to financial results or business strategy, so the move mainly affects where shares are listed and traded.
NYSE trading in Hilton common stock is expected to end at market close on November 4, 2026.
Trading on Nasdaq is expected to begin at market open on November 5, 2026, under the existing ticker HLT.
The press release says the transfer does not alter Hilton's business strategy or capital allocation priorities.
Hilton's CEO Chris Nassetta said the company is grateful to the NYSE for its longstanding partnership.
Clearway Energy filed an 8-K furnishing an operational update presentation with operating data for the three and nine months ended September 30, 2026, covering its wind, solar and flexible generation fleet. The company said observed resource in 3Q 2026 was in line with the forecasts underlying its revised 2026 financial guidance, issued August 5, 2026, but the filing does not report revenue, earnings or guidance changes.
3Q 2026 Plant Availability was 91% for wind, 97% for solar and 94% for Flexible Generation.
Total Wind net capacity was 3,569 MW and Total Solar net capacity was 3,249 MW.
Wind Compensable Generation was 2,424 GWh in 3Q 2026, and the wind Performance Index was 98%.
The company attributed Midwest and East Wind availability shortfalls to small projects using discontinued wind OEM technology, which are being addressed.
Synchrony Financial filed monthly credit statistics for the thirteen months through September 30, 2026, as an unaudited exhibit to an 8-K. For September 2026, the net charge-off rate was 4.7%, down from 5.3% in September 2025, and the 30+ day delinquency rate was 4.3%, down from 4.4%. The company said it will keep publishing these figures monthly, with quarter-end months released alongside its earnings.
Net charge-off rate was 4.7% for September 2026, versus 5.3% for September 2025.
Adjusted net charge-off rate, a non-GAAP measure, was 4.6% for September 2026, versus 5.1% a year earlier.
30+ day delinquency rate was 4.3% at September 30, 2026, versus 4.4% at September 30, 2025.
Period-end loan receivables were $103.3 billion at September 30, 2026, versus $100.2 billion a year earlier.
Everest Group posted a recast Q2 2026 quarterly financial supplement on its investor relations website on October 19, 2026, covering prior period data from Q2 2025 through Q2 2026. The changes refine how the company defines after-tax net operating income and underwriting income, which affects reported return on equity, per-share metrics, loss ratio and combined ratio. The filing contains no new financial results, and the recast data is unaudited.
Refined definitions of after-tax net operating income and underwriting income, changing presentation of after-tax NOI return on equity, after-tax NOI per diluted share, loss ratio and combined ratio
Introduced a Net Reserve for losses and loss adjustment expenses before impact of ADC performance measure for the Legacy segment
Revised Global Wholesale & Specialty gross written premium by line of business presentation
Second quarter 2026 recast financial supplement is unaudited
Charter Communications said it posted a revised trending schedule on its investor relations website to show pro forma financial and operating information as if the Cox Transactions had closed as of January 1, 2024. The filing says the Cox Transactions were completed on August 19, 2026, and the update is an informational disclosure under Regulation FD rather than new financial results.
Cox Transactions with Cox Communications, Inc. were completed on August 19, 2026.
Revised trending schedule posted at ir.charter.com shows pro forma results as if the deal had closed January 1, 2024.
The filing furnishes the information under Regulation FD and includes no new dollar figures.
Principal Financial Group disclosed that its assets under management were $785.0 billion as of September 30, 2026, ahead of its quarterly earnings release. The filing reports an approximate 1.5% negative impact on AUM for the quarter from currency, market performance, disposals and other items, and does not report revenue, profit or guidance.
Total AUM was $785.0 billion as of September 30, 2026
Principal Asset Management - Investment Management managed $581.7 billion; International Pension managed $166.2 billion
Quarter's combined impact on beginning AUM was an approximate 1.5% negative, including $2.2 billion of disposed AUM from the sale of the Chile annuity business
Full AUM detail is scheduled for the financial supplement on or about October 26, 2026
Jefferies Financial Group posted an investor presentation on its website for its October 19, 2026 investor meeting, furnished as Exhibit 99.1 to a Form 8-K. The deck reports trailing-twelve-month results through the third quarter of 2026, including $8.5 billion in net revenues and $0.9 billion in net earnings to all shareholders, and it reviews its pending acquisition of Hildene/SILAC and a planned Japan Equities joint venture with SMBC.
Presentation posted October 19, 2026 for the company's October 19, 2026 Investor Meeting; filed as Exhibit 99.1
LTM Q3'26 net revenues of $8.5 billion, up 119% since 2019; net earnings to all shareholders of $0.9 billion, up 123% since 2019
Pending acquisition: Jefferies intends to acquire a 50% interest in Hildene Holding Company, which is acquiring SILAC, as disclosed in September 2025
Japan Equities joint venture with SMBC is scheduled to launch January 1, 2027
American Express furnished preliminary delinquency and write-off statistics for its U.S. Consumer and U.S. Small Business Card balances held for investment through September 30, 2026. Consumer and small business net write-off rates were lower in September than in July and August, while 30-day delinquency rates rose slightly, so the monthly credit picture is mixed for shareholders.
U.S. Consumer Card net write-off rate (principal only) was 1.5% in September, down from 1.7% in both August and July.
U.S. Consumer 30-day past due rate was 1.2% in September, up from 1.1% in August and July.
U.S. Small Business 30-day past due rate was 1.4% in September, up from 1.3% in August and July; its net write-off rate was 2.1%, down from 2.2% in August and 2.6% in July.
Total Card balances held for investment were $160.9 billion at September 30, 2026, up from $160.3 billion at August 31, 2026.
Emerson Electric said it changed its method of accounting for pension and other postretirement benefit plans to mark-to-market, effective for fiscal 2026, and filed recast historical results. The change adds $8 million to pretax earnings for the nine months ended June 30, 2026, and the company expects a pretax mark-to-market gain of less than $5 million in the fourth quarter of fiscal 2026, which was not in its previous outlook. The change has no effect on cash flows, plan funding or benefits payable.
Nine-month pretax earnings rise $8 million; after-tax $6 million, or $0.01 per share
Fourth-quarter fiscal 2026 mark-to-market gain expected to be less than $5 million pretax
Adjusted earnings per share will exclude the annual mark-to-market adjustment
Change applied retrospectively; recast results are in Exhibit 99.1 and are not a restatement
Tesla reported preliminary third-quarter 2026 production, delivery and energy storage deployment figures in a press release furnished as Exhibit 99.1 to a Form 8-K dated October 2, 2026. The release does not include net income or cash flow, which Tesla says will be announced with its Q3 2026 earnings on October 21, 2026, and the company notes these operating figures are not an indicator of quarterly financial results.
Vehicle deliveries totaled 486,532 in Q3 2026, including 478,237 Model 3/Y and 8,295 other models.
Vehicle production totaled 464,391 in Q3 2026, including 457,387 Model 3/Y and 7,004 other models.
Energy storage deployments totaled 13.7 GWh in the third quarter of 2026.
Tesla will report Q3 2026 financial results after market close on Wednesday, October 21, 2026, with a webcast at 5:30 p.m. Eastern Time.
Lumen Technologies said its board approved transferring the listings of its common stock and two Qwest Corporation notes from the New York Stock Exchange to Nasdaq. The company says the transfer is not expected to affect its operations, financial condition, or reporting obligations, and shareholders need not take any action.
The NYSE listing is expected to end at the close of trading on October 5, 2026, and Nasdaq listing is expected to begin at the opening of trading on October 6, 2026.
Common stock is expected to keep the ticker LUMN; Qwest 6.500% Notes due 2051 and 6.750% Notes due 2052 are expected to keep the symbols CTGG and CTHH.
CEO Kate Johnson said the move aligns the listing with Lumen's strategic priorities as it transforms into an enterprise networking company for AI.
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.
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