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).
Cheesecake Factory reported fourth-quarter fiscal 2023 revenue of $877.0 million, down from $892.8 million a year earlier, when that quarter had 14 weeks instead of 13. Net income was $12.7 million, or $0.26 per diluted share, compared with a loss of $0.07 per share a year earlier, after a $35.6 million pre-tax net expense tied to asset impairments, lease terminations and acquisition-related items. The Board also declared a quarterly dividend of $0.27 per share.
Revenue was $877.0 million versus $892.8 million; excluding the extra week in the prior-year quarter, which the company said contributed about $78.4 million in sales, revenue rose 7.7%.
Diluted net income per share was $0.26, compared with a loss of $0.07 a year earlier; adjusted net income per share was $0.80, compared with $0.56.
Comparable restaurant sales at The Cheesecake Factory rose 2.5% year over year.
The Board declared a $0.27 per share dividend, payable March 19, 2024, to holders of record at the close of business on March 6, 2024.
Texas Pacific Land reported fourth-quarter 2023 net income of $113.1 million, or $14.73 per diluted share, up from $99.7 million a year earlier, on revenue of $166.7 million. For the full year, net income fell 9.1% to $405.6 million and revenue decreased $35.8 million, though the board declared a higher quarterly dividend of $3.50 per share.
Q4 2023 revenue was $166.7 million versus $152.7 million in Q4 2022, with Q4 royalty production of 26.3 thousand barrels of oil equivalent per day, the highest quarterly level in company history
Full-year 2023 net income was $405.6 million, or $52.77 per diluted share, versus $446.4 million in 2022; the company said lower commodity prices were partly offset by water and surface income growth
Board declared a quarterly cash dividend of $3.50 per share on February 13, 2024, payable March 15, 2024 to holders of record on March 1, 2024
AMERISAFE reported fourth-quarter and full-year 2023 results and raised its quarterly dividend 8.8% to $0.37 per share. Full-year net income rose 11.7% to $62.1 million, or $3.23 diluted EPS, while fourth-quarter net income fell 7.7% to $19.2 million, or $1.00 per share. The mixed quarterly and annual picture, plus the higher dividend, is what shareholders will weigh.
Full-year 2023 net income $62.1 million vs. $55.6 million in 2022; diluted EPS $3.23 vs. $2.88
Fourth-quarter 2023 net income $19.2 million vs. $20.8 million; diluted EPS $1.00 vs. $1.08
Full-year 2023 net premiums earned fell 1.7% to $267.1 million; net combined ratio 85.9% vs. 83.6%
Quarterly dividend raised from $0.34 to $0.37 per share, payable March 22, 2024, to holders of record as of March 8, 2024
New York Mortgage Trust (NYMT) reported fourth-quarter 2023 net income attributable to common stockholders of $31.5 million, or $0.35 per basic share, compared with a net loss attributable to the company of $37.6 million in the fourth quarter of 2022. For the full year, it reported a net loss to common stockholders of $90.0 million, or $0.99 per share, and net interest income fell from fourth-quarter 2022 levels. Note: the filing identifies the registrant as New York Mortgage Trust, not Adamas Trust as the request header states.
Q4 2023 net income attributable to common stockholders: $31.5 million, or $0.35 per basic share
Full-year 2023 net loss attributable to common stockholders: $90.0 million, or $0.99 per share
Q4 2023 net interest income: $16.8 million, versus $22.3 million in Q4 2022; full-year impairment of real estate: $89.5 million
Board extended buyback programs to March 31, 2025; $193.2 million of common and $97.6 million of preferred authorization remained available
Glaukos reported fourth-quarter 2023 net sales of $82.4 million, up 16% from a year earlier, and full-year net sales of $314.7 million, up 11%. Its net loss widened over the same periods, and the company reaffirmed 2024 net sales guidance of $350 million to $360 million, which shareholders will weigh against the higher losses.
Q4 2023 net sales of $82.4 million, up 16% reported and 15% constant currency versus Q4 2022
Q4 2023 net loss of $36.8 million, or $0.75 per diluted share, versus $31.5 million, or $0.66, a year earlier
Full-year 2023 net sales of $314.7 million, up 11%; net loss of $134.7 million, or $2.78 per share, versus $99.2 million, or $2.09, in 2022
2024 net sales guidance of $350 million to $360 million reaffirmed; cash, short-term investments and restricted cash were about $301 million at December 31, 2023
St. Joe reported fourth-quarter and full-year 2023 results on February 21, 2024. Full-year revenue rose 54% to $389.2 million and net income attributable to the company rose 10% to $77.7 million, but fourth-quarter net income fell to $13.2 million from $28.1 million a year earlier. The board also declared a quarterly dividend of $0.12 per share.
Full-year 2023 revenue was $389.2 million, up from $252.3 million in 2022; net income attributable to the company was $77.7 million, or $1.33 per share, versus $70.9 million, or $1.21 per share.
Fourth-quarter 2023 revenue rose 41% to $86.7 million, but net income attributable to the company fell to $13.2 million, or $0.23 per share, from $28.1 million, or $0.48 per share.
The board declared a $0.12 per share cash dividend, payable March 27, 2024, to shareholders of record as of March 4, 2024.
Full-year 2022 net income included about $16.2 million after-tax gain on the Sea Sound Apartments sale and about $7.3 million after-tax gain on insurance recoveries.
Winmark reported results for the year ended December 30, 2023, with net income of $40,178,100 ($11.04 per diluted share), up from $39,424,900 ($10.97) in 2022, and revenue of $83,243,500, up from $81,410,800. Fourth-quarter net income fell to $9,716,800 ($2.64 per diluted share) from $10,176,600 ($2.86), and the company said growth was lower in the second half of the year, though the prior-year quarter included an extra week of operations.
Full-year 2023 net income of $40,178,100, or $11.04 per diluted share, versus $39,424,900, or $10.97, in 2022
Full-year 2023 revenue of $83,243,500, up from $81,410,800 in 2022
Fourth-quarter 2023 net income of $9,716,800, or $2.64 per diluted share, versus $10,176,600, or $2.86, a year earlier
Fourth-quarter and full-year 2022 included an extra week of operations; 2023 results were affected by the May 2021 decision to run off the leasing portfolio
Garmin reported fourth quarter 2023 revenue of $1.48 billion, up 13%, and full year 2023 revenue of $5.23 billion, up 8%, with pro forma diluted EPS of $5.59, up 9%. For 2024, the company expects revenue of about $5.75 billion but pro forma EPS of about $5.40, below its 2023 pro forma EPS, and it proposed a $3.00 per share dividend and a new $300 million share repurchase authorization.
Q4 2023 revenue was $1.48 billion, up 13%, and GAAP diluted EPS was $2.82 versus $1.53 a year earlier, including a $181 million Switzerland deferred tax benefit.
Full year 2023 pro forma diluted EPS was $5.59, up 9% from $5.13 in 2022.
2024 guidance calls for revenue of about $5.75 billion, up about 10%, and pro forma EPS of about $5.40.
The Board intends to recommend a $3.00 per share dividend for 2024, payable in four $0.75 installments, and authorized up to $300 million in share repurchases through December 26, 2026.
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.