1,041 material Form 8-K filings that 824 companies we cover made with the SEC in November 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).
Coca-Cola Consolidated bought all 18.8 million shares held by a subsidiary of The Coca-Cola Company for approximately $2.4 billion, with the purchase closing on November 7, 2025. The company funded it with cash on hand and a $1.2 billion 364-day bridge term loan, and its board cut the share repurchase program from $1 billion to $400 million. For shareholders, the deal ends the stock rights agreement with The Coca-Cola Company and removes that holder, but it adds $1.2 billion of new borrowing.
Purchased 18.8 million shares at $127 per share, for about $2.4 billion, under an agreement dated November 7, 2025.
Funded with cash on hand and a $1.2 billion 364-day Wells Fargo bridge loan, which bears interest at Term SOFR plus 1.000% based on the current debt rating.
Elaine Bowers Coventry resigned from the board effective at closing, and The Coca-Cola Company gave up its board seat.
Share repurchase authorization reduced from $1 billion to $400 million, with about $136.3 million remaining.
Hawaiian Electric Industries reported third quarter 2025 net income of $31 million, or $0.18 per diluted share, compared with a loss from continuing operations of $123 million, or $1.08 per share, in the same quarter of 2024. Total revenues fell to $790.6 million from $833.2 million, and core earnings per share declined to $0.19 from $0.29, so shareholders see a mixed picture of higher reported profit but lower revenue and core results.
Third quarter net income was $31 million, or $0.18 per diluted share, versus a loss from continuing operations of $123 million, or $1.08 per share, a year earlier.
Core income from continuing operations was $33 million, or $0.19 per share, compared with $33 million, or $0.29 per share, in the third quarter of 2024.
Total revenues were $790.6 million, down from $833.2 million a year earlier.
In September, the credit facility was expanded to $600 million from $375 million, and about $500 million of Hawaiian Electric debt was issued.
National HealthCare Corporation reported third quarter 2025 results, with net operating revenues up 12.5% year over year to $382.7 million, driven by an 8.7% increase in same-facility revenues and the August 2024 acquisition of White Oak Management. GAAP net income attributable to NHC fell to $39.2 million from $42.8 million, while adjusted (non-GAAP) net income rose 24.3% to $24.7 million, so shareholders see higher revenue and adjusted earnings alongside lower reported GAAP profit.
Net operating revenues were $382.7 million for the quarter ended September 30, 2025, versus $340.2 million a year earlier.
GAAP diluted EPS was $2.50, down from $2.73; adjusted diluted EPS was $1.58, up from $1.27.
GAAP net income attributable to NHC was $39.2 million, versus $42.8 million; the adjusted figure excludes unrealized gains on marketable equity securities.
Dividends declared were $0.64 per common share, up from $0.61.
American Axle & Manufacturing (AAM, NYSE: AXL) reported third-quarter 2025 sales of $1.51 billion, up slightly from $1.50 billion a year earlier, while net income fell to $9.2 million from $10.0 million. Adjusted EBITDA rose to $194.7 million from $174.4 million, and the company narrowed its full-year 2025 sales, Adjusted EBITDA and Adjusted free cash flow targets. The filing names American Axle & Manufacturing Holdings, Inc. as the registrant, although the request identified the filer as Dauch Corp (DCH).
Q3 2025 net income was $9.2 million, or $0.07 per diluted share, versus $10.0 million, or $0.08, in Q3 2024.
Q3 2025 Adjusted EBITDA was $194.7 million, or 12.9% of sales, versus $174.4 million, or 11.6%, a year earlier.
Full-year 2025 Adjusted EBITDA target is $710 million to $745 million, versus $695 million to $745 million previously.
Full-year 2025 sales target is $5.8 billion to $5.9 billion, versus $5.75 billion to $5.95 billion previously.
Sunstone Hotel Investors reported third-quarter 2025 results with net income of $1.3 million, down 59.3% from $3.2 million a year earlier, and Adjusted EBITDA re of $50.1 million, down 6.6%. Total Portfolio RevPAR rose 2.0% to $216.12, but profit measures declined, and the company maintained its full-year 2025 outlook.
Q3 net income was $1.3 million versus $3.2 million in Q3 2024; loss per diluted share attributable to common stockholders was $(0.02).
Total Portfolio RevPAR rose 2.0% to $216.12 with occupancy of 70.3% and average daily rate of $307.43.
Adjusted FFO per diluted share was $0.17, down 5.6% from $0.18; full-year 2025 guidance was maintained, including Adjusted FFO per diluted share of $0.80 to $0.87.
A new $1.35 billion credit agreement addresses all debt maturities through 2028 and lowers borrowing cost, according to the company.
TDS reported third-quarter 2025 operating revenues from continuing operations of $308.5 million, down from $327.5 million a year earlier, while diluted earnings per share from continuing operations rose to $0.33 from a loss of $0.88. The company also authorized a new $500 million share repurchase program and named Anthony Carlson president and CEO of Array effective November 16, 2025.
Q3 2025 operating revenues from continuing operations: $308.5 million, versus $327.5 million in Q3 2024
Diluted EPS from continuing operations: $0.33, versus $(0.88) a year earlier
Net loss attributable to TDS common shareholders: $(99.1) million for the quarter, per the filing's income statement, including $(139.3) million from discontinued operations
New $500 million share repurchase program, with no expiration; TDS repurchased 1,077,564 shares for $40.7 million in Q3
DoubleVerify reported third-quarter 2025 revenue of $188.6 million, up 11% from a year earlier, with adjusted EBITDA of $65.9 million at a 35% margin. Net income fell to $10.2 million from $18.2 million, and diluted EPS was $0.06 versus $0.10. The company raised its full-year 2025 adjusted EBITDA margin guidance to approximately 33% from 32% and expects full-year revenue growth of approximately 14%.
Q3 2025 revenue of $188.6 million, up 11%; activation revenue $106.7 million, up 10%
Net income of $10.2 million versus $18.2 million in Q3 2024; diluted EPS $0.06 versus $0.10
Full-year 2025 adjusted EBITDA margin guidance raised to approximately 33% from 32%
Q4 2025 revenue guidance of $207 million to $211 million; adjusted EBITDA of $77 million to $81 million
Sylvamo reported third-quarter 2025 net income of $57 million ($1.41 per diluted share) on net sales of $846 million, up from $15 million in the second quarter but down from $95 million in the third quarter of 2024. The company expects fourth-quarter 2025 adjusted EBITDA of $115 million to $130 million, below the $151 million it reported for the third quarter, so shareholders face a mixed picture of sequential improvement and a weaker year-over-year and outlook trend.
Q3 2025 net sales of $846 million, up from $794 million in Q2 2025 but down from $965 million in Q3 2024.
Net income of $57 million ($1.41 per diluted share), compared with $95 million ($2.27 per diluted share) in Q3 2024.
Adjusted EBITDA of $151 million (18% margin), versus $82 million in Q2 2025 and $193 million in Q3 2024.
Q4 2025 adjusted EBITDA outlook of $115 million to $130 million.
Essent Group reported third-quarter 2025 net income of $164.2 million, or $1.67 per diluted share, down from $176.2 million, or $1.65 per diluted share, a year earlier. Total revenues were $311.8 million, compared with $316.6 million in the prior-year quarter, and the Board declared a $0.31 quarterly dividend and approved a new $500 million share repurchase authorization.
Net income was $164.2 million versus $176.2 million a year earlier, while diluted EPS rose to $1.67 from $1.65.
Total revenues were $311.8 million versus $316.6 million in Q3 2024.
Quarterly dividend of $0.31 per share is payable December 10, 2025, to holders of record on December 1, 2025.
Through October 31, the company had repurchased 8.7 million shares for $501 million; a $500 million authorization runs through year-end 2027.
Fluor reported third quarter 2025 revenue of $3.4 billion, down 18% from a year earlier, and a GAAP net loss attributable to Fluor of $697 million. The loss reflects a $653 million charge for the Santos ruling and a $401 million reduction tied to NuScale's share price, while adjusted EPS rose to $0.68 and the company raised its 2025 adjusted EPS and adjusted EBITDA guidance.
Q3 revenue was $3.4 billion, down 18% year over year, reflecting a $653 million reduction for the Santos ruling
Adjusted EPS was $0.68, up 33% year over year; GAAP EPS was ($4.30)
2025 adjusted EBITDA guidance raised to $510 million to $540 million from $475 million to $525 million
Q3 share repurchases were $70 million, with an additional $800 million targeted through February
Constellation reported third quarter 2025 results on November 7, 2025, with adjusted operating earnings of $3.04 per share, up from $2.74 a year earlier, while GAAP net income fell to $2.97 per share from $3.82. The company narrowed its full-year 2025 adjusted operating earnings guidance to $9.05 to $9.45 per share, and the results are reported as the company prepares to close its proposed Calpine transaction.
Q3 2025 operating revenues were $6.57 billion, compared with $6.55 billion in Q3 2024.
GAAP net income attributable to common shareholders was $930 million, or $2.97 per diluted share, versus $1.2 billion, or $3.82 per share, a year earlier.
Full-year 2025 adjusted operating earnings guidance was narrowed to $9.05 to $9.45 per share.
In September 2025, a settlement with Maryland regulators cleared a water quality certification for re-licensing the Conowingo Dam hydroelectric facility.
MarketAxess reported third-quarter 2025 results on November 7, 2025. Revenue rose 1% to $208.8 million, but net income fell 4% to $68.3 million and diluted EPS fell 3% to $1.84, as expenses rose 3% and U.S. credit commission revenue declined 7%. The company also declared a quarterly dividend of $0.76 per share.
Total revenues of $208.8 million rose 1% year over year; total commission revenue of $180.2 million was flat.
Diluted EPS of $1.84 fell 3%, and GAAP net income of $68.3 million fell 4%.
Total expenses rose 3% to $123.2 million, and U.S. credit commission revenue fell 7%, which management attributed to lower volatility, tighter credit spreads and September issuance.
Quarterly dividend of $0.76 per share is payable December 3, 2025, to holders of record on November 19, 2025.
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.