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).
Sonoco said Chief Operating Officer Rodger Fuller will retire effective February 28, 2026, after about 40 years with the company. The company does not intend to appoint a successor, and the presidents of each business unit will report directly to CEO Howard Coker, so shareholders will see the COO role eliminated rather than filled.
Rodger Fuller retires as Chief Operating Officer effective February 28, 2026; he joined Sonoco in 1985 and became COO in 2020.
Sonoco does not intend to appoint a successor to the COO position.
Business unit presidents will report directly to Howard Coker, President and CEO.
The January 20, 2026 press release is filed as Exhibit 99.1.
Wintrust Financial reported record fourth-quarter 2025 net income of $223.0 million, or $3.15 per diluted share, up from $216.3 million, or $2.78 per diluted share, in the third quarter. For the full year, net income rose to $823.8 million, or $11.40 per diluted share, from $695.0 million, or $10.31 per diluted share, in 2024. The results are in a earnings release and presentation furnished under Item 2.02.
Q4 2025 net income of $223.0 million, or $3.15 per diluted share, versus $216.3 million, or $2.78, in Q3 2025
Full-year 2025 net income of $823.8 million, or $11.40 per diluted share, versus $695.0 million, or $10.31, in 2024
Net interest income rose to $583.9 million in Q4 2025, up $16.9 million from Q3 2025; net interest margin was 3.52%
Non-performing loans rose to $185.8 million from $162.6 million in Q3 2025
Infinite Eagle Acquisition Corp. closed its initial public offering of 30,000,000 units at $10.00 per unit, for gross proceeds of $300,000,000, on January 20, 2026. Of the total, $300,000,000 including the $3,000,000 from a private placement was placed in a trust account, and funds will generally stay in trust until a business combination, redemption, or a shareholder-approved charter change. The company is a blank check company with no identified target, so shareholders' capital is held in trust pending a future combination.
30,000,000 units sold at $10.00 per unit for gross proceeds of $300,000,000; underwriters have a 45-day option for up to 4,500,000 additional units
$297,000,000 of IPO proceeds, including $10,500,000 of deferred underwriting discount, plus $3,000,000 from 350,000 private placement shares at $10.00 per share, was placed in trust at J.P. Morgan Chase Bank, N.A.
The company has 24 months from the IPO closing to complete an initial business combination, or 30 months if a letter of intent or agreement is signed within 24 months
Jason Park, Matt Shenkman, Dr. Prineha Narang, Richard D. Bronson and Simon Watson were appointed to the board on January 15, 2026, and each received membership interests in the sponsor representing 25,000 Class B ordinary shares
Simmons First National Corp reported fourth-quarter 2025 net income of $78.1 million and diluted EPS of $0.54, up from $48.3 million and $0.38 in the fourth quarter of 2024. The quarter followed a third-quarter net loss of $562.8 million tied to a balance sheet repositioning, so the results reflect a recovery from that loss. The filing gives no guidance for 2026.
Diluted EPS of $0.54 compared with $(4.00) in the third quarter of 2025 and $0.38 in the fourth quarter of 2024
Adjusted diluted EPS of $0.54, compared with $0.46 in the third quarter of 2025 and $0.39 in the fourth quarter of 2024
Net interest margin rose 31 basis points to 3.81 percent; total revenue was $249.0 million
Nonperforming loan ratio fell to 0.64 percent from 0.90 percent; $175 million remained under the 2024 buyback program at December 31, 2025
APA Corporation issued supplemental fourth-quarter 2025 information, ahead of a full results call on Feb. 26, 2026. The filing shows it curtailed U.S. natural gas and NGL production in response to weak or negative Waha hub prices, and that transaction, reorganization and separation costs rose to $36 million from $18 million in the third quarter. The filing does not give revenue or earnings per share totals, so the full financial picture awaits the February release.
APA curtailed about 91 MMcf/d of U.S. natural gas and 7,600 barrels per day of U.S. NGL production in Q4 2025 due to weak or negative Waha hub prices.
Transaction, reorganization and separation costs were $36 million in Q4 2025, versus $18 million in Q3, mainly for early office lease terminations in the U.S. and U.K. and a contract termination.
APA repurchased 2.7 million shares at an average price of $24.17 in Q4 2025; estimated weighted-average basic shares were 355 million.
Results conference call is set for 10 a.m. Central time on Thursday, Feb. 26, 2026.
Nicolet Bankshares reported record full-year 2025 net income of $151 million and diluted earnings per share of $9.78, up 21.5% from 2024. Fourth-quarter net income of $40 million was slightly below the third quarter, and the board declared a $0.32 quarterly dividend. The company said it expects to close its proposed merger with MidWest One Financial Group in the first quarter, subject to regulatory and shareholder approvals.
Full-year 2025 net income was $151 million, versus $124 million in 2024; diluted EPS was $9.78, versus $8.05.
Fourth-quarter 2025 net income was $40 million and diluted EPS $2.65, down from $42 million and $2.73 in third quarter 2025, and up from $34 million and $2.19 in fourth quarter 2024.
Full-year net interest margin was 3.76%, up 29 basis points from 3.47% in 2024.
Quarterly cash dividend of $0.32 per share is payable March 16, 2026, to shareholders of record as of March 2, 2026.
Zions Bancorporation reported fourth quarter 2025 net earnings of $262 million, or $1.76 per diluted share, up from $200 million, or $1.34, a year earlier. Net interest income rose 9% to $683 million, and full-year 2025 net earnings reached $895 million, or $6.01 per diluted share, compared with $4.95 in 2024. Results include a $15 million charitable contribution, and management is hosting a conference call at 5:30 p.m. Eastern Time on January 20, 2026.
Q4 2025 net earnings were $262 million, or $1.76 per diluted share, compared with $200 million, or $1.34, in Q4 2024 and $221 million, or $1.48, in Q3 2025.
Net interest margin was 3.31%, compared with 3.05% a year earlier; net interest income was $683 million, up 9%.
Noninterest expense was $546 million, up 7%, including a $15 million charitable contribution to the Zions Bancorporation Foundation.
Full-year 2025 net earnings were $895 million, or $6.01 per diluted share, versus $737 million, or $4.95, in 2024.
WillScot Holdings disclosed a Separation and Release Agreement with Hezron Lopez, its Executive Vice President, Chief Legal & Compliance Officer & ESG, signed January 14, 2026. His employment ends February 6, 2026, and he is set to receive severance as a termination without Cause under his 2022 employment agreement. The filing notes that certain benefits depend on him signing and not revoking a release of claims after his termination date.
Hezron Lopez's employment ends February 6, 2026 (the Termination Date).
Separation and Release Agreement entered into January 14, 2026.
Severance follows a termination without Cause under his Amended and Restated Employment Agreement dated June 6, 2022.
Certain compensation and benefits require Lopez to sign and not revoke a release of claims after the Termination Date.
Netflix reported fourth-quarter 2025 revenue of $12.1 billion, up 18% year over year, and operating income of $3.0 billion, up 30%. The company also gave a 2026 revenue forecast of $50.7 billion to $51.7 billion and an operating margin target of 31.5%, and said the Warner Bros. acquisition was amended to an all-cash deal at $27.75 per WBD share, with share buybacks paused to help fund it.
Q4 2025 revenue $12.1 billion, up 18% year over year; operating income $3.0 billion, up 30%
Diluted EPS $0.56 vs $0.43 in Q4 2024; net income $2.4 billion vs $1.9 billion
2026 forecast: revenue $50.7 billion-$51.7 billion and operating margin of 31.5%
Warner Bros. deal amended to all-cash at $27.75 per WBD share; bridge facility commitments raised by $8.2 billion to $42.2 billion on January 19, 2026
Progress Software reported fiscal fourth-quarter 2025 revenue of $252.7 million, up 18% from a year earlier, and GAAP diluted earnings per share of $0.59 versus $0.03. It guided fiscal 2026 revenue to $986 million to $1,000 million and GAAP diluted EPS to $1.74 to $1.91, compared with fiscal 2025 actuals of $978 million and $1.66.
Q4 2025 revenue was $252.7 million, up 18% year-over-year; non-GAAP diluted EPS was $1.51 versus $1.33.
FY2026 guidance: revenue $986 million to $1,000 million; GAAP diluted EPS $1.74 to $1.91.
Annualized Recurring Revenue was $852 million, up 2% year-over-year on a constant currency basis.
On September 23, 2025, the board increased the share repurchase authorization by $200.0 million to $242.2 million.
ServisFirst Bancshares reported fourth-quarter 2025 net income of $86.4 million, or $1.58 per diluted share, up 33% from $1.19 a year earlier and up from $1.20 in the third quarter of 2025. For the full year, diluted EPS was $5.06, up 22% from $4.16, and the company raised its quarterly cash dividend to $0.38 from $0.335.
Q4 2025 diluted EPS of $1.58 vs. $1.19 in Q4 2024; net income of $86.4 million
Full-year 2025 diluted EPS of $5.06, up 22% from $4.16 in 2024
Net interest margin of 3.38% in Q4 2025, up from 2.96% in Q4 2024
Quarterly cash dividend raised to $0.38 from $0.335, a 13% increase; non-performing assets rose to 0.97% of total assets from 0.26%
Interactive Brokers reported fourth-quarter 2025 results on January 20, 2026. Reported diluted EPS was $0.63, up from $0.50 a year earlier, on net revenues of $1.64 billion, up from $1.39 billion, with commission revenue and net interest income both rising on higher customer trading volumes and margin loans. The board also declared a quarterly dividend of $0.08 per share.
GAAP diluted EPS of $0.63 vs. $0.50 in the year-ago quarter; adjusted diluted EPS of $0.65 vs. $0.51
Net revenues of $1.64 billion vs. $1.39 billion; adjusted net revenues of $1.67 billion
Commission revenue rose 22% to $582 million; net interest income rose 20% to $966 million
Quarterly dividend of $0.08 per share, payable March 13, 2026, to holders of record as of February 27, 2026
Hancock Whitney reported fourth-quarter 2025 net income of $125.6 million, or $1.49 per diluted share, matching the prior quarter and up from $1.40 a year earlier. Full-year 2025 net income was $486.1 million, up from $460.8 million in 2024, and the company said it expects 2026 period-end loans to grow mid-single digits and deposits to grow low-single digits.
Q4 2025 net income $125.6 million, or $1.49 per diluted share, versus $127.5 million, or $1.49, in Q3 2025 and $122.1 million, or $1.40, in Q4 2024
Total loans rose $361.9 million to $24.0 billion and deposits rose $620.0 million to $29.3 billion in the quarter
Company repurchased 2,543,700 shares at an average price of $57.62 and approved a new buyback of up to 4,112,966 shares effective January 1, 2026
Net interest margin was 3.48%, down 1 basis point; CET1 ratio was estimated at 13.66%, down 43 basis points
United Airlines Holdings reported fourth-quarter and full-year 2025 results, saying EPS exceeded Wall Street expectations. Full-year diluted EPS rose 8% to $10.20, and Q4 revenue of $15.4 billion was up 4.8% from a year earlier, but Q4 Total Revenue Per Available Seat Mile fell 1.6%. The company also cited about $250 million of pre-tax earnings impact from the November government shutdown.
Q4 2025 diluted EPS $3.19; adjusted diluted EPS $3.10, within the $3.00 to $3.50 initial guidance range
D.R. Horton reported fiscal first-quarter 2026 results for the quarter ended December 31, 2025, with net income attributable to the company down 30% to $594.8 million and diluted earnings per share down 22% to $2.03. Revenues were $6.9 billion, compared with $7.6 billion a year earlier, and the company reiterated its fiscal 2026 guidance and declared a quarterly dividend of $0.45 per share.
Net income attributable to D.R. Horton was $594.8 million, or $2.03 per diluted share, versus $844.9 million, or $2.61 per diluted share, a year earlier
Homes closed fell 7% to 17,818, while net sales orders rose 3% to 18,300 homes
Fiscal 2026 guidance was reiterated, including consolidated revenues of $33.5 billion to $35.0 billion
Quarterly dividend of $0.45 per share is payable February 12, 2026 to stockholders of record on February 5, 2026
Verizon said on January 20, 2026 that it completed its previously announced acquisition of Frontier Communications Parent, Inc. under a merger agreement dated September 4, 2024. Frontier became a wholly owned Verizon subsidiary, and each outstanding Frontier share was converted into the right to receive $38.50 in cash. For Verizon shareholders, the filing confirms closing of a large deal but does not disclose its financial terms beyond the per-share price paid to Frontier holders.
Acquisition completed January 20, 2026 under a merger agreement dated September 4, 2024
Frontier common stock converted into the right to receive $38.50 per share in cash
Frontier survives the merger as a wholly owned subsidiary of Verizon
Shares owned by Verizon, Frontier or Merger Sub were cancelled for no consideration
On January 16, 2026, Paychex's board authorized repurchases of up to $1 billion of common stock, replacing the 2024 authorization of $400 million. On January 20, the board expanded from 10 to 11 members and appointed J. Michael Hansen, former CFO of Cintas, as an independent director and Audit Committee member. The company also declared a quarterly dividend of $1.08 per share on January 16.
Board authorized repurchase of up to $1 billion of common stock on January 16, 2026, replacing the $400 million 2024 authorization
Quarterly dividend of $1.08 per share declared, payable February 27, 2026, to holders of record as of January 28, 2026
Board expanded to 11 members; J. Michael Hansen appointed independent director, effective immediately
Hansen served as Executive Vice President and CFO of Cintas for more than 10 years and will serve on the Audit Committee
ASGN Incorporated said it signed a definitive agreement to acquire Quinnox Inc. for $290 million in cash, with closing expected in March 2026, and that fourth-quarter 2025 revenue and Adjusted EBITDA are expected to be at the high end of previously announced ranges. The filing says Quinnox generated approximately $100 million in revenue in 2025 and that the deal is expected to be accretive to Adjusted EPS in the first full year after closing.
Q4 2025 revenue expected at the high end of the $960 million to $980 million guidance range
Q4 2025 Adjusted EBITDA expected at the high end of the $102 million to $107 million range
Quinnox acquisition for $290 million in cash, expected to close in March 2026, subject to closing conditions including Hart-Scott-Rodino review
ASGN has $972 million remaining under its recently announced $1 billion share buyback program
Fastenal reported fourth-quarter 2025 net sales of $2,027.4 million, up 11.1% from a year earlier, with net income of $294.1 million, up 12.2%, and diluted earnings of $0.26 per share versus $0.23. For the full year, net sales rose 8.7% to $8,200.5 million and diluted EPS was $1.09 versus $1.00, while the filing gives a 2026 capital spending range of $310.0 million to $330.0 million.
Q4 2025 net sales $2,027.4 million, up 11.1%; gross margin 44.3% versus 44.8%
Q4 2025 net income $294.1 million, up 12.2%; diluted EPS $0.26 versus $0.23
Full-year 2025 net income $1,258.4 million, up 9.4%; diluted EPS $1.09 versus $1.00
2026 property and equipment investment expected at $310.0 million to $330.0 million; no common stock repurchases in 2025 or 2024
Acadia Healthcare said Christopher H. Hunter left his role as chief executive and the Board effective January 20, 2026, and that Debra K. Osteen, a former CEO from 2018 to 2022, has been appointed CEO and a Class I director. The company also reaffirmed its 2025 financial guidance, leaving revenue, Adjusted EBITDA and adjusted earnings per share outlook unchanged, and said the Board is conducting a search for a long-term successor.
Osteen's employment agreement sets a base salary of $1,061,000 and a target bonus of 125% of base salary.
Osteen received a stock option on 1,125,000 shares, with 750,000 shares in Tranche 1 vesting only if the 30-day VWAP reaches $25.00, $35.00 and $45.00.
2025 guidance reaffirmed: revenue of $3.28 billion to $3.30 billion, Adjusted EBITDA of $601 million to $611 million, and adjusted EPS of $1.94 to $2.04.
Hunter is expected to enter a separation and release agreement; its material terms will be disclosed in a later Form 8-K, and no terms were given in this filing.
Dorman Products appointed Charles W. Rayfield as Senior Vice President, Chief Financial Officer Designate and Treasurer effective January 19, 2026, and he will become CFO after the company files its 2025 Form 10-K. David M. Hession, who previously announced his retirement, will remain CFO until that filing, then serve as Advisor to the President and CEO through March 5, 2027, with his base salary reduced to $50,000.
Rayfield's annualized base salary is $525,000, with a target annual bonus of 75% of base salary and a sign-on cash bonus of $350,000 payable in March 2026.
Rayfield's target equity award is $500,000, or $600,000 for the March 2026 annual grant cycle.
Hession's base salary will be adjusted to $50,000 effective at the Transition Date, and he will no longer be eligible for the annual cash bonus program.
Jeffrey L. Darby's role changes to Senior Vice President, Enterprise Sales, effective January 19, 2026.
Entegris said CFO Linda LaGorga will step down effective February 28, 2026, and serve as a Senior Advisor through May 15, 2026, under a separation agreement dated January 19, 2026. Controller and Chief Accounting Officer Michael Sauer will serve as interim CFO from March 1, 2026, and the company has begun a search for a permanent CFO. The company said the departure is not due to any disagreement over financial results or accounting, and it reaffirmed its fourth quarter 2025 guidance.
LaGorga ceases as CFO effective February 28, 2026; Senior Advisor through May 15, 2026
Michael Sauer becomes interim CFO effective March 1, 2026, while keeping his controller role
Sauer's base salary rises to $400,000; he receives $300,000 in retention restricted stock units vesting over two years
LaGorga's separation payment is $280,000, contingent on transition services; company reaffirmed Q4 2025 guidance
Chewy disclosed that Chief Technology Officer Satish Mehta notified the company on January 13, 2026, of his plan to retire effective February 6, 2026. The company said it intends to search for a successor, and the filing gives no interim arrangements or other financial terms.
Satish Mehta, Chief Technology Officer, notified Chewy on January 13, 2026, of his intention to retire.
Retirement is effective February 6, 2026.
Chewy intends to conduct a search for his successor; no successor is named in the filing.
Netflix and Warner Bros. Discovery amended their pending merger agreement so that the $27.75 per share consideration will be paid entirely in cash instead of a mix of cash and Netflix stock. The companies say the change gives WBD stockholders more certainty of value and speeds the path to a stockholder vote, which they expect by April 2026.
Merger consideration of $27.75 per WBD share is now fully cash, versus a prior mix of cash and Netflix common stock
WBD stockholder vote expected by April 2026; WBD filed a preliminary proxy statement on January 20, 2026
Specified Amount of SpinCo net debt set at $17.0 billion as of June 30, 2026, reduced by $260 million from the original agreement
Closing remains subject to the Discovery Global separation, regulatory approvals and WBD stockholder approval
Occidental Petroleum released preliminary fourth-quarter 2025 earnings considerations and furnished them as Exhibit 99.1 to an 8-K filed January 20, 2026. The document does not give a fourth-quarter earnings estimate and says the figures are preliminary and subject to finalization, so it does not show whether results improved or declined.
OxyChem sale closed January 2, 2026; its results will be reported as discontinued operations, starting with the 2025 Form 10-K.
Expected fourth-quarter 2025 adjusted effective tax rate: 35% to 37% for continuing operations and 24% to 26% for discontinued operations.
Worldwide realized oil price averaged $58.99 per barrel versus an average WTI index price of $59.14; worldwide realized natural gas averaged $1.29 per Mcf versus a NYMEX index price of $3.61.
Average diluted shares outstanding for the fourth quarter of 2025 were 1,002.9 million.
Otis Worldwide appointed Enrique Miñarro Viseras, previously its President of Otis EMEA, as Chief Operating Officer, effective January 16, 2026. The offer letter raises his base salary to $820,000 and his annual short-term incentive target to 120% of base salary, with an annual equity award target value of $3,500,000 beginning in fiscal 2026.
Appointed by the Board on January 13, 2026, effective January 16, 2026, after serving as President, Otis EMEA since October 2023
Base salary increased to $820,000; short-term incentive target set at 120% of base salary
Annual equity award target value of $3,500,000 under the 2020 Long-Term Incentive Plan, starting with fiscal year 2026
U.S. Bancorp reported fourth-quarter 2025 net income attributable to the company of $2,045 million, up 23.0% from a year earlier, with diluted earnings per share of $1.26 compared with $1.01. The filing also disclosed a definitive agreement to acquire BTIG, LLC, expected to close in the second quarter of 2026 subject to regulatory approvals, which expands the bank's capital markets business.
Total net revenue of $7,365 million for the fourth quarter, up 5.1% year over year
Diluted EPS of $1.26 versus $1.01 a year earlier; return on tangible common equity of 18.4%
Noninterest expense of $4,227 million, down 1.9% year over year; net charge-off ratio improved to 0.54%
Definitive agreement to acquire BTIG, LLC, a firm with 700 employees across 20 global locations; closing expected in Q2 2026
3M reported fourth-quarter 2025 GAAP sales of $6.1 billion, up 2.1%, and GAAP EPS of $1.07, down 20%, with the filing listing litigation costs of $0.56 per share among the special items. Adjusted EPS rose 9% to $1.83, and the company initiated full-year 2026 guidance calling for adjusted EPS of $8.50 to $8.70, so shareholders see a split picture between reported and adjusted results.
Q4 2025 GAAP sales of $6.1 billion, up 2.1%; adjusted sales of $6.0 billion, up 3.7%
Full-year 2025 GAAP EPS of $6.00, down 17%; adjusted EPS of $8.06, up 10%
2026 guidance: adjusted EPS of $8.50 to $8.70 and adjusted total sales growth of about 4%
Full-year 2025 adjusted free cash flow of $4.4 billion; 3M returned $4.8 billion to shareholders via dividends and buybacks
KeyCorp reported fourth-quarter 2025 net income of $474 million, or $0.43 per diluted share, up from $454 million, or $0.41, in the third quarter, and full-year revenue of $7.5 billion, a record that rose 16% year-over-year adjusted for selected items. The company repurchased $200 million of common shares in the quarter and announced board changes, including two director retirements, two director nominees and a new lead independent director. The results and capital return support per-share earnings for shareholders, while the board changes affect governance rather than operations.
Q4 2025 net income from continuing operations was $474 million, or $0.43 per diluted share, versus $454 million, or $0.41, in Q3 2025
Q4 2025 total revenue was $2.0 billion, up from $1.9 billion in Q3 2025; full-year 2025 revenue was a record $7.5 billion
KeyCorp repurchased $200 million of common shares in Q4 2025; Common Equity Tier 1 ratio was an estimated 11.7% at December 31, 2025
Directors Ruth Ann Gillis and Carlton Highsmith will retire after the 2026 Annual Meeting; Tony DeSpirito and Chris Henson are nominees, and Todd Vasos was named Lead Independent Director
Fifth Third Bancorp reported fourth-quarter 2025 net income available to common shareholders of $699 million, or $1.04 per diluted share, up from $582 million, or $0.85 per share, a year earlier. The company said the Comerica acquisition is expected to close on February 1, 2026, and it did not repurchase shares in the quarter because of the pending deal.
Diluted EPS of $1.04 compared with $0.91 in the third quarter of 2025 and $0.85 in the fourth quarter of 2024; certain items reduced EPS by a net $0.04.
Net interest income was $1.533 billion, up 6% from a year earlier; noninterest expense was $1.309 billion, up 7%.
No share repurchases in the fourth quarter of 2025 due to the pending Comerica acquisition, which the company expects to close on February 1, 2026.
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.