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).
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
Penumbra agreed on January 14, 2026 to merge with Boston Scientific, which will acquire it in a deal valued at $374 per share and an enterprise value of approximately $14.5 billion. The same day, Penumbra released preliminary fourth quarter and full year 2025 revenue that grew 17.3% to 17.5% for the year, and the merger requires Penumbra stockholder approval and other closing conditions.
Each Penumbra share can be exchanged for $374 in cash or 3.8721 Boston Scientific shares, subject to proration to about 73% cash and 27% stock.
Boston Scientific expects to finance the approximately $11 billion cash portion with cash on hand and new debt.
The transaction is expected to close in 2026, subject to Penumbra stockholder approval and customary conditions, and Penumbra stock would be delisted from the NYSE.
Preliminary full year 2025 revenue of $1,401.3 million to $1,403.1 million, up 17.3% to 17.5%; fourth quarter revenue of $383.0 million to $384.8 million, up 21.4% to 22.0%.
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.