56 material Form 8-K filings that 54 companies we cover made with the SEC in November 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).
Enact Holdings reported third quarter 2023 net income of $164 million, or $1.02 per diluted share, down from $168 million in the second quarter and $191 million a year earlier, while net premiums earned rose 4% year over year to $243 million. The company also declared a special cash dividend of $113 million, or $0.71 per share, plus a $0.16 quarterly dividend, both payable December 5, 2023, to holders of record on November 16, 2023.
Net income was $164 million, or $1.02 per diluted share, versus $1.17 per diluted share in third quarter 2022.
Adjusted operating income was $164 million, compared with $178 million in the second quarter of 2023.
Primary insurance-in-force was a record $262 billion, up 8% from a year earlier.
Special dividend of $113 million ($0.71 per share) and quarterly dividend of $0.16 per share are payable December 5, 2023.
Aflac reported third-quarter 2023 total revenues of $5.0 billion, up 5.2% from a year earlier, while net earnings fell 11.9% to $1.6 billion, or $2.64 per diluted share. Adjusted earnings rose 20.3% to $1.1 billion, and adjusted earnings per diluted share rose 27.8% to $1.84. The company also raised its first quarter 2024 dividend 19% to $0.50 per share and repurchased $700 million of its stock during the quarter.
Total revenues were $5.0 billion, up from $4.7 billion in the third quarter of 2022.
Net earnings were $1.6 billion, or $2.64 per diluted share, versus $2.82 per diluted share a year earlier.
Adjusted earnings per diluted share rose 27.8% to $1.84; net investment gains of $423 million were a key factor in the GAAP result.
The board declared a fourth quarter dividend of $0.42 per share and a first quarter 2024 dividend of $0.50 per share, a 19% increase.
Connection (PC Connection, Inc.) reported third-quarter 2023 results on November 1, 2023. Net sales fell 10.6% year over year to $693.1 million, while net income rose 10.3% to $25.6 million, or $0.97 per diluted share, from $0.88 a year earlier. The company also declared a quarterly dividend of $0.08 per share.
Net sales were $693.1 million, down 10.6% from the prior year quarter, with gross profit down 3.5% to $131.9 million.
Net income was $25.6 million, or $0.97 per diluted share, compared with $23.2 million, or $0.88 per share, a year earlier.
For the nine months ended September 30, 2023, net income fell 15.5% to $59.5 million, or $2.25 per diluted share.
The $0.08 per share dividend is payable December 1, 2023, to shareholders of record as of November 14, 2023.
Graham Holdings reported a third-quarter 2023 net loss attributable to common shares of $23.0 million, or $5.02 per share, compared with net income of $32.8 million, or $6.76 per share, a year earlier. Revenue rose 10% to $1,111.5 million, but the company recorded $98.3 million in goodwill and other long-lived asset impairment charges, which drove an operating loss of $57.1 million.
Q3 2023 revenue was $1,111.5 million, up 10% from $1,012.4 million in Q3 2022.
Q3 2023 operating loss was $57.1 million, compared with operating income of $59.5 million in Q3 2022.
Excluding listed items, Q3 2023 net income attributable to common shares was $48.9 million ($10.45 per share), versus $74.2 million ($15.30 per share) a year earlier.
Goodwill impairment charges at World of Good Brands and Dekko drove the decline in operating results.
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.