149 material Form 8-K filings that 134 companies we cover made with the SEC in February 2024, 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).
Exponent, Inc. said on February 2, 2024 that Chief Human Resources Officer Sally Shepard will retire, effective March 15, 2024. The 8-K describes this as a named executive officer resignation and does not name a successor or give a reason for the departure.
Sally Shepard is retiring as Chief Human Resources Officer.
Retirement is effective March 15, 2024.
Exponent announced the change on February 2, 2024; the 8-K was filed February 7, 2024.
Effective February 7, 2024, Ameris Bancorp increased its board from 13 to 14 directors and appointed Claire E. McLean, age 44, as a director. Her initial term expires at the company's 2024 annual meeting, and she has not yet been named to any board committee.
Board size increased from 13 to 14 directors, effective February 7, 2024
Claire E. McLean, age 44, appointed director effective February 7, 2024; term expires at the 2024 annual shareholder meeting
McLean was a Managing Director at Ernst & Young LLP's Assurance Services practice from July 2018 until September 2023
She is Chief Operating Officer and Executive Vice President of Preferred Capital Securities, LLC, a role she began in September 2023
QuinStreet reported fiscal second-quarter 2024 results for the quarter ended December 31, 2023, with revenue down 8% year over year and a GAAP net loss that widened from the prior-year period. The company said it expects revenue of $160 million to $170 million and adjusted EBITDA of $7 million to $9 million for fiscal third quarter, and it continues to expect full-year fiscal 2024 revenue to grow 5% to 15%.
Q2 revenue was $122.7 million, down 8% from the prior year; GAAP net loss was $(11.6) million, or $(0.21) per diluted share, versus $(8.0) million, or $(0.15), a year earlier
Adjusted EBITDA was $0.4 million, compared with $1.0 million in the prior-year quarter
Fiscal Q3 outlook: revenue of $160 million to $170 million and adjusted EBITDA of $7 million to $9 million
Full-year fiscal 2024 revenue growth outlook of 5% to 15% was reiterated; cash totaled $45.5 million with no bank debt
EastGroup Properties reported fourth-quarter 2023 diluted EPS of $1.35 and FFO of $2.03 per share, up 11.5% from a year earlier, with 98.7% of its operating portfolio leased at year-end. The company also gave 2024 guidance of $8.17 to $8.37 in FFO per share, compared with $7.79 for 2023, which the filing says reflects 6.2% growth at the midpoint. For shareholders, the results and outlook are the key figures, along with a declared quarterly dividend of $1.27 per share.
Q4 2023 diluted EPS was $1.35, compared with $0.89 in Q4 2022; FFO was $2.03 per share, compared with $1.82.
Full-year 2023 FFO was $7.79 per share, up 11.3% from $7.00; diluted EPS was $4.42, compared with $4.36.
2024 guidance: EPS of $4.09 to $4.29 and FFO of $8.17 to $8.37 per share.
Quarterly cash dividend of $1.27 per share declared, the company's 176th consecutive quarterly dividend.
Annaly Capital Management reported a GAAP net loss of $0.88 per average common share for the quarter ended December 31, 2023, narrower than the $1.21 loss in the prior quarter but wider than the $1.96 loss a year earlier. Earnings available for distribution (EAD) were $0.68 per share, up from $0.66 in the third quarter but down from $0.89 a year earlier. Shareholders are affected by the mixed results, the quarterly dividend of $0.65 per share, and book value per common share rising to $19.44 from $18.25.
GAAP net loss of $0.88 per share for Q4 2023, versus a $1.21 loss in Q3 2023 and a $1.96 loss in Q4 2022
EAD of $0.68 per share for Q4 2023, versus $0.66 in Q3 2023 and $0.89 in Q4 2022
Q4 2023 economic return of 10.1%; full-year 2023 GAAP net loss of $3.61 per share and economic return of 6.0%
Declared quarterly common dividend of $0.65 per share; book value per common share of $19.44 at December 31, 2023
Qualys reported fourth-quarter and full-year 2023 results that showed revenue and profit growth, and it guided to 2024 revenue growth of 8% to 10%, below the 13% it posted for 2023. The company also raised its share repurchase program by $200 million, which gives shareholders a larger buyback authorization.
Q4 2023 revenue was $144.6 million, up 10% from $130.8 million; GAAP diluted EPS was $1.08 versus $0.74 a year earlier.
Full-year 2023 revenue was $554.5 million, up 13%; GAAP diluted EPS was $4.03 versus $2.74 in 2022.
2024 guidance: revenue of $600 million to $610 million (8% to 10% growth) and non-GAAP diluted EPS of $4.95 to $5.27.
Q4 operating cash flow fell 23% to $33.8 million, and the share repurchase increase is $200 million.
Red Rock Resorts reported fourth-quarter 2023 net revenues of $462.7 million, up 8.8%, while net income fell 36.0% to $108.9 million. For the full year, net revenues rose 3.6% to $1.72 billion, but net income fell 13.5% to $337.8 million. The board also declared a $1.00 special dividend per Class A share, payable March 4, 2024, in addition to a $0.25 quarterly dividend.
Q4 2023 Adjusted EBITDA was $201.3 million, up 3.6% from $194.4 million a year earlier.
Full-year 2023 net income attributable to the company was not separately stated; consolidated net income was $337.8 million, down 13.5%.
Special dividend of $1.00 per Class A share, payable March 4, 2024, to holders of record on February 22, 2024.
Quarterly dividend of $0.25 per Class A share, payable March 29, 2024, to holders of record on March 15, 2024; cash was $137.6 million and debt was $3.4 billion at December 31, 2023.
Monolithic Power Systems reported fourth-quarter 2023 revenue of $454.0 million, down 1.3% from a year earlier, and GAAP diluted earnings of $1.98 per share, down from $2.45. For the full year, revenue rose 1.5% to $1.82 billion, but GAAP diluted earnings fell to $8.76 per share from $9.05. The board also raised the quarterly cash dividend by 25%, from $1.00 to $1.25 per share, payable April 15, 2024.
Q4 2023 revenue was $454.0 million, down 4.4% from $474.9 million in Q3 2023 and down 1.3% from $460.0 million a year earlier.
Q4 2023 GAAP net income was $96.9 million, or $1.98 per diluted share, versus $119.1 million, or $2.45 per diluted share, in Q4 2022.
Full-year 2023 revenue was $1,821.1 million; GAAP net income was $427.4 million, or $8.76 per diluted share.
Quarterly dividend increases to $1.25 per share, payable April 15, 2024 to holders of record as of March 29, 2024. First quarter 2024 revenue outlook is $437.0 million to $457.0 million.
Penske Automotive Group reported fourth quarter and full year 2023 results, with fourth quarter revenue up 4% to $7.3 billion but income attributable to common stockholders down 36% to $190.7 million. A non-cash goodwill impairment charge of $40.7 million weighed on profit, and the board approved a 10% increase in the quarterly dividend to $0.87 per share.
Q4 revenue rose 4% to $7.3 billion; income attributable to common stockholders fell 36% to $190.7 million from $298.0 million.
Q4 earnings per share were $2.84 versus $4.21; excluding the $0.61 per share impairment charge, adjusted EPS was $3.45.
Full year 2023 revenue rose 6% to $29.5 billion; full year EPS was $15.50, down 16%.
Quarterly dividend raised 10% to $0.87 per share, payable March 1, 2024 to holders of record as of February 15, 2024.
Silicon Labs reported fourth-quarter 2023 revenue of $87 million, down from $257 million a year earlier, and a GAAP diluted loss of $2.19 per share versus diluted earnings of $0.76 a year earlier. The company said results were ahead of its expectations and guided first-quarter 2024 revenue to $100 million to $110 million, with a GAAP diluted loss per share of $(1.89) to $(2.05). The filing also discloses a material weakness in internal controls over certain inventory controls, though the company said it has identified no misstatements to date.
Q4 2023 revenue was $86.8 million versus $257.3 million in Q4 2022; GAAP operating loss was $73.1 million versus operating income of $24.1 million
Q1 2024 guidance: revenue of $100 million to $110 million; GAAP diluted loss per share of $(1.89) to $(2.05)
Board authorized a $100 million share repurchase plan on January 25, 2024, valid through the end of 2024
Company disclosed a material weakness related to inventory controls and expects to file its Form 10-K by the end of February 2024
The New York Times Company reported fourth-quarter 2023 total revenues of $676.2 million, up 1.3% from a year earlier, and diluted EPS of $0.66 versus $0.43. Operating profit rose 38.7% to $129.0 million, and the board raised the quarterly dividend by $.02 to $.13 per share, payable April 18, 2024. The company also guided to first-quarter 2024 digital-only subscription revenue growth of 11% to 14% and adjusted operating cost growth of 5% to 7%.
Q4 2023 operating profit was $129.0 million, up 38.7%; adjusted operating profit was $154.0 million, up 8.5%.
Full-year 2023 diluted EPS was $1.40 versus $1.04 in 2022; free cash flow was $337.9 million versus $113.7 million.
The company added approximately 300,000 net digital-only subscribers in Q4, ending with 9.70 million.
Quarterly dividend declared at $.13 per share, up from $.11, payable April 18, 2024 to holders of record on April 2, 2024.
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.