151 material Form 8-K filings that 136 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).
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
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.
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.