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).
Western Alliance Bancorporation reported fourth quarter 2025 net income of $293.2 million, or $2.59 per diluted share, up from $216.9 million and $1.95 a year earlier. For the full year, net income was $990.6 million, or $8.73 per share, compared with $787.7 million and $7.09 in 2024, so the quarter and year both show higher profit for shareholders.
Q4 2025 diluted EPS of $2.59 versus $1.95 in Q4 2024, up 32.8%
Full-year 2025 net income of $990.6 million and EPS of $8.73, up 25.8% and 23.1%
Q4 net interest income of $766.2 million, up 15.0% from a year earlier; net interest margin 3.51% versus 3.53% in Q3 2025
Earnings conference call and webcast scheduled for 12:00 p.m. ET on January 27, 2026
Polaris reported fourth quarter 2025 sales of $1.92 billion, up 9% from a year earlier, but a reported net loss of $304 million, or $5.34 per diluted share, driven by charges tied to the held-for-sale Indian Motorcycle business. The company guided 2026 sales up 1% to 3% and adjusted diluted EPS of $1.50 to $1.60, compared with an adjusted loss of $0.01 in 2025.
Q4 2025 sales were $1.92 billion, up 9% year over year; adjusted Q4 EPS was $0.08.
Q4 reported net loss attributable to Polaris was $304 million ($5.34 per diluted share), versus net income of $11 million ($0.19 per share) in Q4 2024.
Q4 2025 results included $288 million in impairment and other charges tied to the Indian Motorcycle business held for sale.
2026 outlook: sales up 1% to 3% and adjusted diluted EPS of $1.50 to $1.60, versus an adjusted loss of $0.01 in 2025.
Brown & Brown reported unaudited fourth-quarter and full-year 2025 results. Q4 total revenues rose 35.7% to $1.6 billion, but Organic Revenue fell 2.8%, and GAAP diluted EPS fell 19.2% to $0.59, while adjusted diluted EPS rose 8.1% to $0.93. The filing says the company is still finalizing its results and they may differ from these preliminary numbers.
Q4 2025 total revenues were $1.6 billion, up $423 million or 35.7%, with Organic Revenue down 2.8%.
Q4 2025 net income attributable to the Company was $264 million, up 25.7%, while diluted EPS was $0.59, down 19.2%.
Full-year 2025 diluted EPS was $3.16, down 8.7%; adjusted diluted EPS was $4.26, up 10.9%.
A conference call to discuss the results is scheduled for January 27, 2026, at 8:00 AM EST.
Nucor reported fourth-quarter 2025 net earnings attributable to stockholders of $378 million, or $1.64 per diluted share, and net sales of $7.69 billion. Earnings fell from the third quarter but rose from the fourth quarter of 2024, and full-year 2025 net earnings were $1.74 billion, down from $2.03 billion in 2024. The company expects earnings to increase in the first quarter of 2026 across all three operating segments.
Q4 2025 net earnings of $378 million, or $1.64 per diluted share, versus $607 million, or $2.63, in Q3 2025 and $287 million, or $1.22, in Q4 2024
Excluding impairment charges, adjusted net earnings were $400 million, or $1.73 per diluted share
Q4 2025 net sales of $7.69 billion, down 10% from Q3 2025 and up 9% from Q4 2024
Expects first quarter 2026 earnings to increase across all three segments, with the largest increase in steel mills
NBT Bancorp reported fourth-quarter 2025 net income of $55.5 million, or $1.06 per diluted share, up from $0.76 a year earlier, and full-year 2025 net income of $169.2 million, or $3.33 per diluted share, up from $2.97 in 2024. The board approved a first-quarter 2026 dividend of $0.37 per share, an 8.8% increase, and Chief Credit Officer and Chief Risk Officer Amy C. Wiles will step down from that role effective May 21, 2026, moving to an advisory role until her retirement in January 2027, which the company says was not the result of any disagreement.
Q4 2025 net income was $55.5 million, or $1.06 per diluted share, versus $36.0 million, or $0.76, a year earlier and $54.5 million, or $1.03, in Q3 2025.
Q4 2025 operating diluted EPS was $1.05, versus $0.77 a year earlier and $1.05 in Q3 2025.
Full-year 2025 net income was $169.2 million, or $3.33 per diluted share, versus $140.6 million, or $2.97, in 2024.
Amy C. Wiles will step down as EVP, Chief Credit Officer and Chief Risk Officer effective May 21, 2026, and retire in January 2027.
Crane reported fourth-quarter 2025 sales of $581.0 million, up 6.8%, with GAAP earnings per diluted share from continuing operations of $1.39, up from $1.20 a year earlier. The company also initiated 2026 adjusted EPS guidance of $6.55 to $6.75 and said Executive Vice President and COO Alex Alcala will succeed Max Mitchell as President and CEO on April 27, 2026, with Mitchell becoming Executive Chairman.
Q4 2025 sales $581.0 million, up 6.8%; GAAP EPS from continuing operations $1.39 vs. $1.20; adjusted EPS $1.53 vs. $1.26
2026 adjusted EPS outlook of $6.55 to $6.75, about 10% growth at the midpoint versus 2025 on a comparable basis
Alex Alcala to become President and CEO effective April 27, 2026; Max Mitchell to become Executive Chairman
Quarterly dividend raised 11% to $0.255 per share, payable March 11, 2026
Park National Corporation reported fourth-quarter 2025 net income of $42.6 million, up 10.4% from a year earlier, and full-year 2025 net income of $180.1 million, up 18.9%. The company also declared a quarterly cash dividend of $1.10 per share, up from $1.07 in the prior quarter's declared rate, and said it expects its acquisition of First Citizens Bancshares, Inc. to close on February 1, 2026.
Q4 2025 diluted EPS was $2.63, compared with $2.37 in Q4 2024; Q4 net income was down 9.6% from $47.2 million in Q3 2025.
Full-year 2025 diluted EPS was $11.11, compared with $9.32 in 2024.
Quarterly cash dividend of $1.10 per share is payable March 10, 2026, to shareholders of record as of February 20, 2026.
Total loans rose 3.0% in 2025 and total deposits rose 1.2%; the First Citizens deal is expected to close February 1, 2026.
Triumph Financial reported fourth-quarter 2025 net income to common stockholders of $18.4 million, or $0.77 per diluted share, and total transportation revenue growth of 4.1%. The company said the quarter included one-time gains of $14.3 million from asset sales and nonrecurring expenses, and reported expenses of $98.1 million, above the $96.5 million it had estimated in its prior letter.
Net income to common stockholders was $18.4 million, or $0.77 per diluted share, for the quarter ended December 31, 2025.
Total transportation revenue grew 4.1%; Factoring revenue rose 5.8% and core operating margin was 32.6%.
Gains of $14.3 million from selling a Dallas building and an aircraft were offset by a $1.2 million impairment, a $1.1 million litigation reserve and a $0.8 million health plan adjustment, among other items.
The company stated a goal of about 20% transportation revenue growth in 2026, described as goals rather than earnings guidance.
Graco reported record fourth-quarter net sales of $593.2 million, up 8%, and record full-year net sales of $2.24 billion, up 6%. Diluted earnings per share rose 25% to $0.79 for the quarter and 9% to $3.08 for the year. The company also initiated 2026 guidance calling for low single-digit organic sales growth at constant currency and mid-single-digit sales growth including acquisitions.
Q4 net sales $593.2 million, up 8%; full-year net sales $2.24 billion, up 6%
Q4 net earnings $132.5 million, up 22%; full-year net earnings $521.8 million, up 7%
Full-year diluted EPS $3.08 as reported, $2.95 adjusted (non-GAAP), up 6% on an adjusted basis
2026 guidance: low single-digit organic sales growth at constant currency; mid-single-digit growth including acquisitions
W. R. Berkley reported fourth-quarter 2025 results on January 26, 2026. GAAP net income to common stockholders was $449.5 million, or $1.13 per diluted share, down from $576.1 million, or $1.44 per share, a year earlier, mainly as net investment gains fell and the company recorded a foreign currency loss. Operating income, a non-GAAP measure, rose 9.5% to $449.6 million, and pre-tax underwriting income grew 14.9% to $338 million.
Q4 2025 net income to common stockholders: $449.5 million ($1.13 diluted EPS), versus $576.1 million ($1.44) in Q4 2024
Q4 2025 operating income: $449.6 million ($1.13 per diluted share), versus $410.4 million ($1.02) a year earlier
Q4 2025 combined ratio was 89.4%, compared with 90.2% in Q4 2024; full-year 2025 net income was $1.78 billion ($4.45 per diluted share)
Total capital returned to shareholders in Q4 2025 was $608.3 million, including $377.9 million of special dividends
WSFS Financial reported fourth-quarter 2025 diluted EPS of $1.34 and net income of $72.7 million, up from $1.09 and $64.2 million a year earlier, with total net revenue of $271.9 million versus $261.5 million. Compared with the prior quarter, EPS and net income were lower than the $1.37 and $76.4 million reported for 3Q 2025, while revenue rose from $270.5 million. The company returned $118.5 million to shareholders in the quarter through buybacks and dividends.
Diluted EPS of $1.34 compared with $1.37 in 3Q 2025 and $1.09 in 4Q 2024; core EPS was $1.43, up 29% year over year.
Total net revenue of $271.9 million, compared with $270.5 million in 3Q 2025 and $261.5 million in 4Q 2024.
Capital return of $118.5 million: $109.3 million in share repurchases and $9.2 million in dividends; board approved a $0.17 quarterly dividend payable February 27, 2026.
Issued $200 million of Fixed-to-Floating Senior Notes due 2035 and used proceeds to redeem $150 million of notes due 2030.
Alexandria Real Estate Equities reported a fourth-quarter 2025 net loss attributable to common stockholders of $1.08 billion, or $6.35 per diluted share, compared with a loss of $64.9 million, or $0.38 per share, a year earlier. Fund from operations (FFO) per share, as adjusted, fell to $2.16 from $2.39, and the company declared a common dividend of $0.72 per share, down 45% from $1.32 in the prior quarter, while reiterating its 2026 FFO guidance of $6.25 to $6.55 per share.
4Q25 net loss attributable to common stockholders of $1.08 billion, or $6.35 per diluted share, versus $64.9 million, or $0.38 per share, in 4Q24
4Q25 FFO per share, as adjusted, of $2.16, down from $2.39 in 4Q24; full-year 2025 was $9.01
Common dividend declared of $0.72 per share for 4Q25, a 45% reduction from $1.32 for 3Q25
2026 FFO per share, as adjusted, guidance of $6.25 to $6.55 was reiterated on January 26, 2026
Northwest Bancshares reported fourth quarter 2025 net income of $46 million, or $0.31 per diluted share, up from $33 million, or $0.26, a year earlier and from $3 million in the third quarter. Record quarterly total revenue of $180 million rose 17% from a year earlier, and the Board declared a $0.20 quarterly dividend. The results include a full quarter of the Penns Woods Bancorp acquisition, which closed in late July 2025.
Q4 2025 net income of $46 million, or $0.31 per diluted share, vs. $33 million, or $0.26, in Q4 2024
Adjusted net income (non-GAAP) of $49 million, or $0.33 per diluted share
Net interest margin of 3.69%, up from 3.42% a year earlier; record quarterly total revenue of $180 million
Quarterly cash dividend of $0.20 per share, payable February 18, 2026 to holders of record as of February 5, 2026
AGNC Investment Corp. reported fourth-quarter 2025 results on January 26, 2026. Comprehensive income was $0.89 per common share, up from $0.78 in the prior quarter, and tangible net book value rose 7.2% to $8.88 per share. Net spread and dollar roll income, a non-GAAP measure, was $0.35 per share, unchanged from the prior quarter, and the company declared a $0.36 dividend per share.
Comprehensive income of $0.89 per share, including $0.83 net income and $0.06 other comprehensive income, versus $0.78 in the third quarter of 2025
Tangible net book value of $8.88 per share as of December 31, 2025, up from $8.28 on September 30, 2025; economic return on tangible common equity was 11.6%
Net spread and dollar roll income of $0.35 per share, unchanged from the prior quarter; at-risk leverage fell to 7.2x from 7.6x
Issued 34.9 million common shares through at-the-market offerings for net proceeds of $356 million
Sanmina reported unaudited first-quarter fiscal 2026 results for the quarter ended December 27, 2025, with revenue of $3.19 billion, up from $2.01 billion a year earlier. GAAP diluted EPS fell to $0.89 from $1.16, while non-GAAP diluted EPS rose to $2.38 from $1.44, and the company cited $43.4 million in acquisition and integration expenses tied to the ZT Systems acquisition. The company also gave second-quarter guidance of $3.1 billion to $3.4 billion in revenue and non-GAAP diluted EPS of $2.25 to $2.55.
Revenue was $3.19 billion versus $2.01 billion in the year-earlier quarter.
GAAP diluted EPS was $0.89, down from $1.16; non-GAAP diluted EPS was $2.38, up from $1.44.
GAAP operating income was $73.6 million, versus $88.6 million a year earlier, with $43.4 million in acquisition and integration expenses.
Q2 fiscal 2026 outlook (quarter ending March 28, 2026): revenue of $3.1 billion to $3.4 billion and non-GAAP diluted EPS of $2.25 to $2.55.
Bank of Hawai‘i Corporation reported fourth-quarter 2025 net income of $60.9 million and diluted earnings per share of $1.39, compared with $0.85 a year earlier and $1.20 in the prior quarter. Net interest margin rose to 2.61%, and the company resumed share repurchases, which matter to shareholders because they show higher earnings and capital returns.
Q4 2025 diluted EPS $1.39, versus $0.85 in Q4 2024 and $1.20 in Q3 2025
Full-year 2025 net income $205.9 million, up 37.3%; diluted EPS $4.63 versus $3.46
Net interest margin 2.61%, up 15 basis points from the prior quarter
Fourth-quarter noninterest income included a $16.8 million loss on sale of investments; quarterly dividend $0.70 per share payable March 13, 2026
CVR Energy preliminarily estimated a fourth-quarter 2025 net loss attributable to stockholders of $105 million to $120 million, driven by accelerated depreciation at Wynnewood and reduced fertilizer volumes at Coffeyville. For full-year 2025, it estimated net income attributable to stockholders of $17 million to $32 million. The figures are unaudited and subject to year-end closing and audit.
Q4 2025 net loss attributable to CVR Energy stockholders estimated at $105 million to $120 million
Full-year 2025 net income attributable to stockholders estimated at $17 million to $32 million
Q4 Adjusted EBITDA estimated at $78 million to $102 million; full-year at $380 million to $404 million
Results are preliminary; the independent auditor has not audited or reviewed the estimates
Lakeland Financial Corporation reported record fourth-quarter 2025 net income of $29.9 million, up 24% from $24.2 million a year earlier, with diluted earnings per share of $1.16 versus $0.94. For the full year, net income rose 11% to $103.4 million and diluted EPS rose 10% to $4.01, and the company declared a fourth-quarter dividend of $0.52 per share.
Q4 2025 net income was $29.9 million, up $5.7 million or 24% from Q4 2024; diluted EPS was $1.16 versus $0.94.
Full-year 2025 net income was $103.4 million, up 11% from $93.5 million; diluted EPS was $4.01 versus $3.63.
Net interest margin improved 23 basis points to 3.48% in Q4 2025, and total revenue rose 10% to $69.8 million.
The fourth-quarter dividend is $0.52 per share, payable February 5, 2026, to holders of record as of January 25, 2026; the company repurchased $19.6 million of stock in 2025.
Baker Hughes reported fourth-quarter 2025 results on January 25, 2026, with revenue flat year-over-year at $7.4 billion and GAAP net income down 26% to $876 million. Adjusted diluted EPS rose 12% to $0.78, and full-year adjusted EBITDA reached a record $4.8 billion, up 5%. The company projects mid-single-digit organic adjusted EBITDA growth for 2026.
Q4 2025 revenue was $7,386 million, flat year-over-year; IET revenue rose 9% while OFSE revenue fell 8%.
GAAP diluted EPS was $0.88 versus $1.18 a year earlier; adjusted diluted EPS was $0.78 versus $0.70.
Full-year 2025 free cash flow was $2,732 million, and IET orders reached a record $14.9 billion.
For 2026, the company expects mid-single-digit organic adjusted EBITDA growth, IET margins reaching its 20% target, and OFSE roughly flat.
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.