1,086 material Form 8-K filings that 883 companies we cover made with the SEC in July 2025, 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).
Fulton Financial reported second-quarter 2025 net income available to common shareholders of $96.6 million, or $0.53 per diluted share, up $6.2 million from the first quarter, and operating net income of $100.6 million, or $0.55 per diluted share, which CEO Curt Myers called a new company record. Deposits declined $190.9 million in the quarter and non-performing assets rose to $215.6 million, so shareholders may weigh strong profit growth against a smaller deposit base and higher non-performing assets.
Q2 2025 net income available to common shareholders was $96.6 million, or $0.53 per diluted share, up $6.2 million from Q1 2025.
Operating net income was $100.6 million, or $0.55 per diluted share, up from $0.52 in Q1 2025 on a per-share basis.
Six-month 2025 net income available to common shareholders was $187.1 million, or $1.02 per diluted share, up $35.3 million from the first half of 2024.
Total deposits fell $190.9 million to $26.1 billion, and non-performing assets rose to $215.6 million, or 0.67% of total assets, from $199.0 million at March 31, 2025.
J.B. Hunt Transport Services reported second quarter 2025 revenue of $2.93 billion, flat with the prior year, and diluted earnings per share of $1.31 versus $1.32. Net earnings fell to $128.6 million from $135.9 million, driven by higher casualty and group medical claims expenses and professional driver wages. The company did not change or cut its outlook, and it repurchased about $319 million of its stock during the quarter.
Q2 2025 operating income was $197.3 million, down 4% from $205.7 million a year earlier.
Diluted EPS was $1.31 versus $1.32 in Q2 2024; net earnings were $128.6 million versus $135.9 million.
The company repurchased about 2.4 million shares for about $319 million in Q2 2025, with about $335 million left under its authorization at June 30, 2025.
Management continues to expect a 2025 annual tax rate of 24.0% to 25.0%.
Nicolet Bankshares reported record quarterly net income of $36 million for the second quarter of 2025, up from $33 million in the first quarter and $29 million a year earlier, with diluted EPS of $2.34. Net interest margin rose to 3.72% and the company repurchased $30 million of common stock during the quarter.
Q2 2025 net income $36 million vs. $33 million in Q1 2025 and $29 million in Q2 2024
Diluted EPS $2.34 vs. $2.08 in Q1 2025 and $1.92 in Q2 2024
Net interest margin 3.72%, up 14 bps from 3.58% in Q1 2025
Repurchased 257,402 common shares for $30 million in Q2 2025
Omnicom reported second-quarter 2025 revenue of $4.0 billion, up 4.2%, with 3.0% organic growth. Net income attributable to Omnicom fell 21.5% to $257.6 million, as acquisition-related costs of $66.0 million and repositioning costs of $88.8 million weighed on operating income, while non-GAAP adjusted diluted EPS rose 5.1% to $2.05. The company said U.S. antitrust review of its pending acquisition of Interpublic is cleared and closing is expected later this year.
Revenue of $4,015.6 million, up $161.8 million or 4.2%; organic growth 3.0%
Net income attributable to Omnicom of $257.6 million, down 21.5%; diluted EPS $1.31 vs. $1.65
Non-GAAP adjusted diluted EPS of $2.05 vs. $1.95, excluding $66.0 million acquisition costs and $88.8 million repositioning costs
U.S. antitrust review of the Interpublic (IPG) merger cleared; close expected later this year
Hancock Whitney reported second-quarter 2025 net income of $113.5 million, or $1.32 per diluted share, down from $119.5 million, or $1.38 per share, in the first quarter and up slightly from $1.31 a year earlier. Excluding $5.9 million of supplemental disclosure items tied to the Sabal Trust Company acquisition, EPS would have been $1.37, and the company repurchased 750,000 shares during the quarter.
Net income of $113.5 million, or $1.32 per diluted share, versus $119.5 million, or $1.38, in Q1 2025 and $114.6 million, or $1.31, in Q2 2024
Sabal Trust Company acquisition, completed May 2, 2025, added $5.9 million, or $0.05 per share, in supplemental disclosure items; adjusted EPS was $1.37
Total loans rose $363.6 million to $23.5 billion, while total deposits fell $148.1 million to $29.0 billion
CET1 ratio estimated at 14.03%, down 45 basis points linked-quarter; 750,000 shares repurchased at an average price of $52.36
Winmark reported second-quarter net income of $10,601,200, or $2.89 per diluted share, for the quarter ended June 28, 2025, up from $10,431,400, or $2.85 per diluted share, a year earlier. The company also declared a quarterly cash dividend of $0.96 per share, payable September 2, 2025 to shareholders of record on August 13, 2025.
Q2 total revenue was $20,416,800, up from $20,120,500 in the same quarter of 2024.
Six-month net income was $20,557,600, or $5.60 per diluted share, versus $19,250,400, or $5.26, a year earlier.
Quarterly dividend of $0.96 per share is payable September 2, 2025; record date is August 13, 2025.
The company had 1,371 franchises in operation at June 28, 2025.
State Street reported second-quarter 2025 diluted EPS of $2.17, up 1% from a year earlier, and total revenue of $3,448 million, up 8%, driven by fee revenue growth of 11%. Net income fell 3% to $693 million, and results include a $100 million repositioning charge tied to workforce rationalization; excluding notable items, EPS was $2.53. The company also said it plans to raise its quarterly dividend 11% to $0.84 per share in the third quarter, subject to board approval.
Diluted EPS $2.17 vs. $2.15 in 2Q24; $2.53 excluding notable items
Total revenue $3,448 million, up 8%; fee revenue $2,719 million, up 11%
Net income $693 million, down 3% from $711 million; total expenses $2,529 million, up 11%
Planned quarterly dividend increase of 11% to $0.84 per share in 3Q25, subject to Board approval
BNY reported second-quarter 2025 results, with diluted earnings per share of $1.93, up 27% from $1.52 a year earlier, and total revenue of $5.0 billion, up 9%. Net income applicable to common shareholders rose 22% year over year to $1.39 billion, and the company returned $1.2 billion of capital to common shareholders during the quarter.
Diluted EPS of $1.93 versus $1.52 in 2Q24 and $1.58 in 1Q25; excluding notable items, $1.94
Total revenue of $5.0 billion, up 9% year over year; noninterest expense of $3.2 billion, up 4%
Pre-tax operating margin of 37% versus 33% a year earlier; ROTCE of 27.8%
Capital returned to common shareholders: $895 million of share repurchases and $346 million of dividends
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.