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).
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
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.
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
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
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
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
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
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.