924 material Form 8-K filings that 737 companies we cover made with the SEC in January 2026, 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).
J.B. Hunt Transport Services reported fourth-quarter 2025 results on January 15, 2026. Diluted earnings per share rose to $1.90 from $1.53 a year earlier, while total operating revenue fell 2% to $3.10 billion, so shareholders saw higher profit on lower sales.
Q4 2025 net earnings were $181.1 million, versus $155.5 million in Q4 2024.
Q4 2025 operating income rose 19% to $246.5 million; the prior-year quarter included $16.0 million of intangible asset impairment charges.
Full-year 2025 diluted EPS was $6.12 versus $5.56, up 10%, on revenue of $12.00 billion, down 1%.
The company bought back about 6.3 million shares for about $923 million in 2025, with about $968 million remaining under its authorization.
Prudential Financial furnished preliminary, unaudited fourth-quarter 2025 figures ahead of its February 3, 2026 earnings release. It estimates alternative investment income for its General Account portfolio was $5 million to $25 million below near-term expectations, and reports PGIM assets under management of $1.47 trillion as of December 31, 2025.
Alternative investment income of the General Account (excluding Closed Block Division and Funds Withheld portfolios) estimated at $5-$25 million below near-term expectations for Q4 2025
PGIM other related revenues, net of related expenses, approximately $55 million on an adjusted operating income basis for the quarter ended December 31, 2025
PGIM assets under management were $1.47 trillion as of December 31, 2025
Financial closing procedures are not complete, and final results could differ materially; full results are scheduled for February 3, 2026
Westamerica Bancorporation reported fourth quarter 2025 net income of $27.8 million, or $1.12 per diluted share, down from $31.7 million, or $1.19 per share, a year earlier. Results were flat with the third quarter on EPS, which was also $1.12, and included a $0.02 per-share reduction from a tax provision true-up for 2024. For full-year 2025, net income was $116.2 million, or $4.52 per share, down 16.2% and 13.1% respectively from 2024.
Q4 2025 net income $27.8 million, down 12.3% from $31.7 million in Q4 2024; diluted EPS $1.12 versus $1.19
Full-year 2025 net income $116.2 million, down 16.2%; diluted EPS $4.52 versus $5.20
Net interest income (FTE) $53.5 million, down 9.6% year over year; noninterest income $10.0 million
Company paid a $0.46 per-share dividend and retired 485 thousand common shares in Q4 2025
Morgan Stanley reported fourth-quarter 2025 net revenues of $17.9 billion, up from $16.2 billion a year earlier, and earnings of $2.68 per diluted share, up from $2.22. For the full year, net revenues were $70.6 billion and earnings were $10.21 per diluted share, compared with $61.8 billion and $7.95 a year earlier. Quarterly revenue was down from $18.2 billion in the third quarter, and the company repurchased $1.5 billion of its common stock during the quarter.
Q4 2025 net income applicable to Morgan Stanley was $4.4 billion, compared with $3.7 billion a year earlier
Full-year 2025 net revenues were $70.6 billion, up from $61.8 billion in 2024
Board declared a $1.00 quarterly dividend per share, payable February 13, 2026, to shareholders of record on January 30, 2026
Common stock repurchases totaled $4.6 billion for the full year 2025
H.B. Fuller reported fourth quarter fiscal 2025 net revenue of $895 million, down 3.1% year-on-year, while adjusted EBITDA rose 14.6% to $170 million and diluted net income was $30 million, compared with a loss of $7 million a year earlier. The company also issued fiscal 2026 guidance calling for adjusted EBITDA of $630 million to $660 million and adjusted EPS of $4.35 to $4.70, which gives shareholders a near-term profit outlook alongside a revenue forecast of flat to up 2%.
Q4 2025 net revenue was $895 million, down 3.1%; adjusted for the flooring divestiture, it rose 0.9%
Q4 2025 adjusted EBITDA was $170 million, up 14.6%, with an adjusted EBITDA margin of 19.0%
Q4 2025 diluted EPS was $0.54; adjusted EPS was $1.28, up 39.1%
Fiscal 2026 guidance: adjusted EBITDA $630 million to $660 million; adjusted EPS $4.35 to $4.70; net revenue flat to up 2%
Goldman Sachs reported fourth-quarter 2025 diluted earnings per share of $14.01, up from $11.95 a year earlier, while net revenues fell 3% to $13.45 billion. For the full year, EPS was $51.32 versus $40.54 in 2024, and the board raised the quarterly dividend to $4.50 per share from $4.00. Results were shaped by Apple Card loan markdowns in Platform Solutions, which were more than offset by a $2.48 billion reserve reduction in provisions for credit losses.
Q4 2025 net earnings were $4.62 billion, and EPS was $14.01 versus $12.25 in Q3 2025 and $11.95 in Q4 2024
Platform Solutions net revenues were negative $1.68 billion in Q4 2025, reflecting $2.26 billion of markdowns tied to the Apple Card loan transfer
Full-year 2025 net revenues were $58.28 billion, up 9%, with Global Banking & Markets up 18%
Quarterly dividend increased to $4.50 per share, payable March 30, 2026, to holders of record on March 2, 2026
BlackRock reported fourth-quarter and full-year 2025 results on January 15, 2026. GAAP diluted EPS fell 33% in the quarter to $7.16 and 16% for the year to $35.31, which the company attributes to noncash acquisition-related expenses and a noncash charitable contribution, while revenue rose 23% in the quarter and 19% for the year. Shareholders also received a 10% increase in the quarterly dividend to $5.73 per share and 7 million additional shares authorized for repurchase.
Q4 2025 GAAP diluted EPS was $7.16 versus $10.63 a year earlier; as adjusted diluted EPS was $13.16 versus $11.93.
Q4 2025 total revenue was $7.0 billion, up 23% from $5.7 billion; full-year revenue was $24.2 billion, up 19%.
Full-year 2025 net inflows were $698 billion, including $342 billion in the fourth quarter; AUM ended the year at $14.0 trillion.
Quarterly dividend raised 10% to $5.73 per share, payable March 24, 2026 to holders of record on March 6, 2026.
First Horizon reported full-year 2025 net income available to common shareholders of $956 million, or $1.87 per share, up from $1.36 in 2024, and fourth-quarter EPS of $0.52, up from $0.30 a year earlier. Quarter-over-quarter, fourth-quarter net income available to common shareholders rose 1% from the third quarter, and adjusted results were $259 million, or $0.52 per share, versus $263 million, or $0.51, in the third quarter. Shareholders benefit from strong full-year earnings growth and $894 million returned through share repurchases in 2025, while the company reported a lower CET1 ratio of 10.64%.
Full-year 2025 net income available to common shareholders was $956 million, or $1.87 per share, up 29% in dollars and 38% per share from 2024.
Fourth-quarter 2025 net income available to common shareholders was $257 million, or $0.52 per share, compared with $254 million, or $0.50, in third-quarter 2025.
Full-year net interest margin improved to 3.47%, up 12 basis points, and the CET1 ratio fell to 10.64% from 11.20% at year-end 2024.
Share repurchases returned $894 million to shareholders in 2025 at an average price of $21.16 per share.
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.