40 material Form 8-K filings that 39 companies we cover made with the SEC in October 2023, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
AMERISAFE reported third-quarter 2023 net income of $10.0 million, down 12.3% from $11.4 million a year earlier, with diluted EPS of $0.52 versus $0.59. Total revenues rose to $72.6 million from $71.4 million, but net premiums earned fell 1.7% and the net combined ratio rose to 90.6% from 85.4%. The board also declared a $3.50 per share special dividend payable December 15, 2023, to shareholders of record as of December 1, 2023.
Q3 2023 net income $10.0 million vs. $11.4 million in Q3 2022; diluted EPS $0.52 vs. $0.59
Q3 2023 operating EPS $0.61 vs. $0.73 a year earlier; net combined ratio 90.6% vs. 85.4%
Special dividend of $3.50 per share, payable December 15, 2023, to holders of record as of December 1, 2023
Regular quarterly dividend of $0.34 per share declared October 24, 2023, on the same payment and record dates
Plexus reported fiscal fourth-quarter 2023 revenue of $1.02 billion, down from $1.12 billion a year earlier, and GAAP diluted EPS of $1.44, down from $1.78. For fiscal 2023, revenue rose to $4.21 billion from $3.81 billion and GAAP diluted EPS was $4.95 versus $4.86, after $0.75 of restructuring and other charges. The company guided fiscal first-quarter 2024 revenue to $990 million to $1.03 billion and GAAP diluted EPS to $1.15 to $1.33.
Q4 fiscal 2023 revenue $1.02 billion vs. $1.12 billion in Q4 fiscal 2022; GAAP diluted EPS $1.44 vs. $1.78
Fiscal 2023 revenue $4.21 billion vs. $3.81 billion; GAAP diluted EPS $4.95 vs. $4.86, including $0.75 of restructuring and other charges
Q1 fiscal 2024 guidance: revenue $990 million to $1.03 billion; GAAP diluted EPS $1.15 to $1.33
Annaly Capital Management reported a GAAP net loss of $1.21 per average common share for the quarter ended September 30, 2023, compared with net income of $0.27 per share in the June quarter. Book value per common share fell to $18.25 from $20.73, while the company declared a $0.65 quarterly common dividend, unchanged from the prior quarter.
GAAP net loss of $1.21 per average common share, versus net income of $0.27 per share in the quarter ended June 30, 2023
Earnings available for distribution of $0.66 per average common share, down from $0.72 in the prior quarter
Book value per common share of $18.25, down from $20.73 at June 30, 2023; economic return was a loss of 8.8%
Declared quarterly common dividend of $0.65 per share; GAAP leverage rose to 7.1x from 6.1x
St. Joe reported third-quarter 2023 net income attributable to the Company of $19.4 million, up 57% from a year earlier, on total revenue up 76% to $101.4 million. The board also declared a quarterly dividend of $0.12 per share, payable December 8, 2023. Depreciation expense rose to $10.7 million from $5.8 million as more operating assets were placed into service.
Net income attributable to the Company rose 57% to $19.4 million, or $0.33 per share, from $12.4 million, or $0.21 per share, a year earlier.
Total revenue rose 76% to $101.4 million; real estate revenue rose 131% to $39.9 million and hospitality revenue rose 63% to $47.4 million.
Board declared a quarterly cash dividend of $0.12 per share, payable December 8, 2023, to holders of record on November 9, 2023.
Depreciation, depletion and amortization rose to $10.7 million from $5.8 million in the quarter.
Healthcare Services Group reported a GAAP net loss of $5.5 million, or $(0.07) per diluted share, for the quarter ended September 30, 2023, compared with net income of $0.3 million a year earlier. Excluding non-GAAP adjustments, including $21.7 million of client restructuring charges, adjusted diluted EPS was $0.17, up 13.3%, and the company raised its second-half 2023 operating cash flow expectation to $35.0 million to $45.0 million.
GAAP revenue was $411.4 million versus $414.5 million in Q3 2022; adjusted revenue was $424.0 million.
Net loss of $5.5 million, or $(0.07) per diluted share, compared with net income of $0.3 million in Q3 2022.
Adjusted diluted EPS of $0.17 versus $0.15 a year earlier; adjusted cash flow from operations was $18.0 million.
Second-half 2023 cash flow from operations expectation raised to $35.0 million to $45.0 million from $20.0 million to $30.0 million.
Evercore reported third quarter 2023 results on a U.S. GAAP basis, with net revenues of $570.2 million, down 1% from $576.9 million a year earlier. Net income attributable to Evercore fell to $52.1 million from $82.4 million, and diluted EPS dropped to $1.30 from $2.03, as advisory fees declined and compensation costs rose as a share of revenue. The company also declared a quarterly dividend of $0.76 per share, payable December 8, 2023.
Q3 2023 GAAP net revenues were $570.2 million versus $576.9 million in Q3 2022; operating income was $76.8 million versus $130.4 million.
Q3 2023 GAAP net income attributable to Evercore was $52.1 million, or $1.30 diluted EPS, versus $82.4 million, or $2.03, a year earlier.
Advisory fees fell 4% in the quarter and 23% year to date, while the compensation ratio rose to 68.7% from 61.7%.
Quarterly dividend of $0.76 per share declared October 24, 2023, payable December 8, 2023 to holders of record on November 24, 2023.
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.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.