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).
Matson preliminarily expects fourth-quarter 2025 operating income of $135.0 million to $145.0 million, down from $147.5 million a year earlier, while expected diluted EPS of $4.22 to $4.70 is above the $3.80 reported for the prior-year quarter. The EPS range includes a benefit of about $0.77 per share from positive income tax adjustments. For full-year 2026, the company expects consolidated operating income to approach the level achieved in 2025.
Q4 2025 operating income expected at $135.0 million to $145.0 million, versus $147.5 million in Q4 2024.
Q4 2025 diluted EPS expected at $4.22 to $4.70, versus $3.80 in Q4 2024; includes about $0.77 per share from income tax adjustments.
2026 consolidated operating income expected to approach the 2025 level, based on expected U.S. consumer demand and a stable Transpacific trade.
Repurchased about 0.7 million shares for $78.1 million in Q4 2025; about 1.1 million shares remain in the program. Earnings call is set for February 24, 2026.
Home BancShares reported fourth-quarter 2025 net income of $118.2 million, or $0.60 per diluted share, down from $123.6 million and $0.63 in the third quarter but up from $100.6 million a year earlier. Total revenue rose to $282.1 million, while the company recorded $14.4 million in provision for credit losses tied to $400.2 million of loan growth. Full-year 2025 net income was a record $475.4 million, up 18% from 2024.
Q4 2025 net income $118.2 million and diluted EPS $0.60, versus $123.6 million and $0.63 in Q3 2025
Total revenue (net) $282.1 million, up from $277.7 million in Q3 2025
Provision for credit losses $14.4 million; loans increased $400.2 million during the quarter
Quarterly dividend $0.21 per share; the MCBI acquisition is expected to close in the first half of 2026
Citigroup reported fourth-quarter 2025 net income of $2.5 billion, or $1.19 per diluted share, down from $2.9 billion, or $1.34 per share, a year earlier. Revenue rose 2% to $19.9 billion, but results included a $1.2 billion loss on the held-for-sale accounting for its planned sale of AO Citibank in Russia; excluding that item, EPS was $1.81 and net income was $3.6 billion. For the full year, net income rose to $14.3 billion from $12.7 billion.
Q4 2025 net income $2.5 billion ($1.19 per diluted share) versus $2.9 billion ($1.34) in Q4 2024; revenue $19.9 billion, up 2%
Russia-related loss on sale of $1.2 billion ($1.1 billion after tax); excluding it, EPS was $1.81 and revenue rose 8%
Full-year 2025 net income $14.3 billion and revenue $85.2 billion, versus $12.7 billion and $80.7 billion in 2024
Returned about $17.6 billion to shareholders in 2025, including $13 billion in share buybacks; CET1 ratio 13.2% at year end
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.