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).
Hasbro's board increased its size from ten to twelve members and appointed Carla Vernón, CEO of The Honest Company, and Douglas Bowser, former President and COO of Nintendo of America, effective January 19, 2026. Vernón will serve on the Nominating, Governance and Social Responsibility Committee and Bowser on the Audit Committee. The filing describes routine board additions with no financial results or guidance included.
Board size increased from ten to twelve members, effective January 19, 2026
Carla Vernón is CEO of The Honest Company and joins the Nominating, Governance and Social Responsibility Committee
Douglas Bowser, President and COO of Nintendo of America until his retirement, joins the Audit Committee
Both directors receive prorated annual non-employee director stock grants and cash retainers and will sign the company's Director Indemnification Agreement
Buda Juice said the underwriter of its initial public offering, MDB Capital, exercised its over-allotment option in full on January 21, 2026, and the offering has now closed. The extra 399,999 shares brought gross proceeds to approximately $23.0 million before underwriting discounts, commissions, and offering expenses, so the company receives about $3.0 million more from the offering than it would have without the option.
Additional gross proceeds from the over-allotment option: $2,999,992.50 for 399,999 shares before discounts, commissions, and expenses
Total shares sold in the offering: 3,066,666 at $7.50 per share, for approximately $23.0 million gross proceeds
The offering has closed; shares began trading on NYSE American under BUDA on January 8, 2026
Safeguard Acquisition Corp. said holders of its units may elect to separately trade the Class A ordinary shares and warrants starting on or about January 26, 2026. Units not separated will continue to trade under SAC.U, while the shares and warrants will trade under SAC and SAC WS on the New York Stock Exchange. This is an administrative trading change and does not involve a business combination or financial results.
Separate trading of shares and warrants may begin on or about January 26, 2026
Shares trade as SAC and warrants as SAC WS on the New York Stock Exchange; unseparated units continue as SAC.U
Each unit consists of one Class A ordinary share and one-half of one redeemable warrant; only whole warrants will trade
Holders must have brokers contact Continental Stock Transfer & Trust Company to separate units
Directors Tracy Fitzsimmons and John W. Flora will leave the Shenandoah Telecommunications board, with Fitzsimmons declining to stand for reelection and Flora retiring under the company's director retirement policy. Both say the decisions do not stem from any disagreement with the company on its operations, policies or practices, and the filing describes this as a board change rather than a financial event.
Tracy Fitzsimmons informed the company on January 20, 2026, that she will not stand for reelection at the April 21, 2026 Annual Meeting.
Fitzsimmons will continue to serve through the remainder of her current term.
John W. Flora will retire at the end of his current term under the director retirement policy and will not stand for reelection.
Getty Realty said Executive Vice President, Chief Investment Officer and Chief Operating Officer Mark J. Olear will retire effective February 27, 2026. Senior Vice President of Acquisitions Robert J. Ryan will succeed him as Chief Investment Officer, and the Chief Operating Officer role will not be filled, so the change is a senior leadership transition rather than a financial result.
Mark J. Olear retires effective February 27, 2026; he will provide consulting services from March 2, 2026 through September 30, 2027.
Robert J. Ryan, 47, a Senior Vice President of Acquisitions since February 2023, is named Chief Investment Officer.
The Chief Operating Officer position will not be filled.
Olear's consulting fee is $25,000 per month through September 30, 2026, then $10,000 per month; his remaining unvested RSUs fully vest as of the Retirement Date.
Kimco Realty's board increased its size from nine to ten directors and elected Executive Vice President and Chief Operating Officer David Jamieson to the board, with his term beginning January 19, 2026. Jamieson will not receive additional compensation for board service and was not appointed to any committees, so the change adds an operating executive to the board without a disclosed cost to the company.
Board expanded from nine to ten directors on January 19, 2026, and Jamieson was elected to the new seat effective immediately
Jamieson is Executive Vice President and Chief Operating Officer, joined Kimco in 2007 and became COO in February 2017
He will receive no additional compensation for board service and was not appointed to any board committees
Appointment announced in a press release dated January 21, 2026 (Exhibit 99.1)
Allegro MicroSystems entered into Amendment No. 4 to its credit agreement, adding a new $285 million tranche of term loans maturing October 31, 2030. The proceeds will be used in part to refinance existing Amendment No. 3 term loans, pay fees and expenses, and for general corporate purposes. The filing shows a debt refinancing rather than a change in operating results, and it does not state the size of the loans being replaced.
New term loan tranche totals $285 million and matures October 31, 2030
Loans amortize at 0.00% per year and bear interest at Term SOFR plus 1.75% at the company's option
Proceeds will refinance all outstanding Amendment No. 3 term loans, pay fees, and fund general corporate purposes
Banc of California reported fourth-quarter and full-year 2025 results on January 21, 2026. Net earnings available to common stockholders rose to $67.4 million, or $0.42 per diluted share, from $59.7 million, or $0.38, in the third quarter, and full-year 2025 earnings were $189.2 million, or $1.17 per diluted share, versus $0.52 in 2024. Shareholders get higher quarterly and annual earnings per share, though the provision for credit losses also increased.
Q4 2025 diluted EPS $0.42 vs. $0.38 in Q3 2025; total revenue $292.9 million vs. $287.7 million in Q3
Full-year 2025 diluted EPS $1.17 vs. $0.52 in 2024; net earnings available to common stockholders $189.2 million vs. $87.1 million
Full-year 2025 provision for credit losses $70.6 million vs. $42.8 million in 2024
Conference call at 10:00 A.M. Pacific Time on Thursday, January 22, 2026
Landstar preliminarily reported fourth-quarter 2025 total revenue of $1,174 million, down from $1,209 million a year earlier, and basic and diluted EPS of $0.70, down from $1.31. Insurance and claims costs of $56 million, including $22.0 million in discrete items, weighed heavily on results, and the full results are due January 28, 2026.
Q4 2025 total revenue of $1,174 million vs. $1,209 million in Q4 2024
Q4 2025 EPS of $0.70 vs. $1.31 in Q4 2024; operating income of $30 million
Insurance and claims costs of $56 million, including $22.0 million ($0.49 per share) of discrete items
Cabral Matter judgment on January 13, 2026 led to a $5.7 million pre-tax charge; the company intends to appeal
Pinnacle Financial Partners filed results for legacy Synovus and legacy Pinnacle for the quarter and year ended December 31, 2025, after both merged into Pinnacle effective January 1, 2026. Synovus reported fourth-quarter diluted EPS of $1.22, down from $1.25 a year earlier, while adjusted diluted EPS rose to $1.45 from $1.25, partly because a $220 million life insurance policy surrender reduced reported EPS by $0.10. The investor call is scheduled for 8:30 a.m. ET on January 22, 2026.
Synovus 4Q25 diluted EPS was $1.22 versus $1.25 in 4Q24 and $1.33 in 3Q25; adjusted diluted EPS was $1.45 versus $1.25 in 4Q24.
Net income available to common shareholders was $171.1 million in 4Q25 versus $178.8 million in 4Q24.
Surrender of $220 million of bank-owned life insurance policies reduced 4Q25 diluted EPS by $0.10.
Total loans were $44.6 billion, up 5% year over year, and total deposits were $51.3 billion at December 31, 2025.
Banner Corporation reported fourth-quarter 2025 net income of $51.2 million, or $1.49 per diluted share, up from $46.4 million, or $1.34 per share, a year earlier but down from $53.5 million, or $1.54 per share, in the third quarter. For the full year, net income rose to $195.4 million, or $5.64 per diluted share, from $168.9 million, or $4.88 per share, in 2024, and the board declared a $0.50 quarterly dividend payable February 13, 2026.
Q4 2025 revenue was $167.7 million, down from $170.7 million in the prior quarter and up 4% from $160.6 million a year earlier.
Q4 2025 net interest margin was 4.03%, compared with 3.98% in the prior quarter and 3.82% a year earlier.
Full-year 2025 net income was $195.4 million, or $5.64 per diluted share, versus $168.9 million, or $4.88, in 2024.
Quarterly cash dividend of $0.50 per share is payable February 13, 2026, to holders of record on February 3, 2026.
Director Kenneth C. Dahlberg will retire at the end of his term, which expires at the 2026 annual meeting planned for April 22, 2026, and the board will reduce its size to 10 directors. The Personnel and Compensation Committee also approved 2025 cash bonuses, payouts under the 2023-2025 performance plan, and 2026 incentive and restricted stock targets for named executives. The filing reports no change in the chief executive or chief financial officer.
Kenneth C. Dahlberg informed the board on January 20, 2026 of his decision to retire as a director at the end of his term.
Board size fixed at 10 directors effective before the 2026 annual meeting; Class III directors reduced from three to two.
Performance plan goals for 2023-2025 were achieved at 50.9% of target; CEO George C. Bobb III's payment under that plan was $158,808.
Bobb's 2025 annual incentive plan cash bonus was $922,100; 2026 AIP target is 130% of base salary.
CACI reported fiscal second quarter 2026 revenue of $2.2 billion, up 5.7% year over year, and diluted earnings per share of $5.59, up 14.5%. The company raised its fiscal 2026 revenue and adjusted earnings guidance, and the guidance excludes its planned $2.6 billion all-cash acquisition of ARKA Group.
Q2 revenue $2.2 billion, up 5.7%; net income $123.9 million, up 12.7%
Q2 diluted EPS $5.59, up 14.5%; adjusted diluted EPS $6.81, up 14.5%
Fiscal 2026 revenue guidance raised to $9.3 billion to $9.5 billion from $9.2 billion to $9.4 billion
Fiscal 2026 adjusted diluted EPS guidance raised to $28.25 to $28.92 from $27.13 to $28.03; guidance excludes the pending ARKA Group acquisition
Fulton Financial reported fourth-quarter 2025 net income available to common shareholders of $96.4 million, or $0.53 per diluted share, down $1.5 million from the third quarter. For the full year 2025, net income available to common shareholders rose $102.9 million to $381.4 million, or $2.08 per diluted share, and operating diluted EPS was $2.16. The filing shows a small sequential decline in the quarter alongside a larger annual gain.
Q4 2025 net income available to common shareholders: $96.4 million, $0.53 per diluted share, down $1.5 million from Q3 2025
Q4 2025 operating diluted EPS: $0.55; full-year 2025 operating diluted EPS: $2.16, up $0.31 from 2024
Full-year 2025 net income available to common shareholders: $381.4 million, up $102.9 million from 2024
Net loans $24.1 billion and deposits $26.6 million at December 31, 2025; 2026 Repurchase Program authorizes up to $150 million
Public Service Enterprise Group's board elected Geisha J. Williams as a new independent director, effective March 1, 2026. The filing says the board has not yet decided which committees she will join, and she will receive the company's standard non-management director compensation.
Williams was elected on January 20, 2026 and takes her board seat March 1, 2026.
She previously served as CEO and president of PG&E Corporation from March 2017 to January 2019.
The company says she is the fifth new independent director elected since April 2022.
Committee assignments have not been determined as of the filing.
Joseph E. Scalzo returned as President and CEO of Simply Good Foods effective January 19, 2026, succeeding Geoff Tanner, who stepped down as CEO and board member effective January 18, 2026. The company also said its fiscal 2026 outlook, reaffirmed on January 8, 2026, remains unchanged, and that Chief Accounting Officer Timothy Matthews resigned effective February 6, 2026, with CFO Christopher Bealer taking on that role.
Scalzo's employment agreement has an initial two-year term, a $1,100,000 annual base salary and a target annual bonus of 150% of base salary.
Scalzo receives a one-time inducement stock option covering 2,000,000 shares, with an eight-year term and vesting over three years.
Tanner's separation agreement provides cash severance of $3,519,454 and a prorated fiscal 2026 bonus of $350,568, and 95,826 restricted stock units vested.
Scalzo joins the board on January 28, 2026, following the Annual Meeting of Stockholders; the company's fiscal 2026 outlook remains unchanged.
Range Resources said it expects a total gain on derivatives of $32.8 million and net cash receipts of $24.6 million from derivative settlements for the three months ended December 31, 2025. The amounts are preliminary and subject to change, and the filing includes no revenue, earnings or guidance figures.
Total gain on derivatives expected at $32.8 million for the three months ended December 31, 2025
Natural gas derivatives expected to bring in a net cash receipt of $29.9 million
Natural gas basis derivatives expected to show a net cash outflow of $5.3 million, for a total net cash receipt of $24.6 million
Final figures will be reported in the Form 10-K for the period ended December 31, 2025 or in the corresponding earnings release
Universal Corporation said its board elected Anubhav Mittal as Senior Vice President and Chief Financial Officer, effective February 17, 2026, replacing Johan C. Kroner, who is retiring. Mittal was previously CFO of ADM Nutrition at Archer Daniels Midland Company, and the filing sets out his pay and sign-on terms, including a $600,000 signing bonus.
Board elected Anubhav Mittal on January 20, 2026; he takes the CFO role on February 17, 2026.
Base salary of $650,000, target bonus of $500,000, and long-term incentive target of $850,000 beginning May 2026.
One-time RSU grant of approximately $2 million, plus a $600,000 signing bonus repayable if he resigns or is terminated for cause within 24 months.
Johan C. Kroner steps down as CFO on February 17, 2026, and remains a Senior Vice President until July 1, 2026, serving as an advisor to CEO Preston D. Wigner.
Archrock Services, L.P., a wholly owned subsidiary of Archrock, Inc. (AROC), closed a private offering of $800 million of 6.000% senior notes due February 1, 2034 on January 21, 2026. The notes are fully and unconditionally guaranteed by Archrock, Inc. and certain subsidiaries on a senior unsecured basis. Archrock intends to use the net proceeds to repay part of its revolving credit facility borrowings, and the indenture limits certain payments, investments and additional debt.
$800 million aggregate principal of 6.000% senior notes due February 1, 2034, issued by Archrock Services, L.P. and Archrock Partners Finance Corp.
Net proceeds intended to repay a portion of outstanding borrowings under Archrock's revolving credit facility.
Interest payable semi-annually on February 1 and August 1, starting August 1, 2026; Regions Bank is trustee.
Eagle Bancorp reported fourth quarter 2025 net income of $7.6 million, or $0.25 per share, after a net loss of $67.5 million in the third quarter. The improvement was driven mainly by a $97.7 million decrease in provision for credit losses, though the company's profit was still below the $15.3 million net income reported in the fourth quarter of 2024. The company also declared a $0.01 per share cash dividend.
Net income was $7.6 million, or $0.25 per share, versus a net loss of $67.5 million, or $(2.22) per share, in the third quarter of 2025.
Provision for credit losses fell to $15.5 million from $113.2 million in the prior quarter; net charge-offs were $12.3 million.
Noninterest expense rose to $59.8 million from $41.9 million, and net interest margin declined to 2.38% from 2.43%.
A cash dividend of $0.01 per share is payable February 13, 2026, to shareholders of record on February 2, 2026.
Assured Guaranty's UK subsidiary closed its purchase of Warwick Company (UK) Limited on January 21, 2026, for approximately $158 million in cash, subject to post-closing adjustments. The Bermuda-based reinsurer, renamed Assured Life Reinsurance Ltd., gives the company an entry into the annuity reinsurance market. The filing does not report financial results of the acquired business, so its effect on earnings is not quantified.
Purchase price of approximately $158 million in cash, subject to post-closing adjustments; part held by an escrow agent pending a final book value based on the December 31, 2025 balance sheet
Acquired Warwick Re Limited, a Bermuda Class E life reinsurer, and renamed it Assured Life Reinsurance Ltd.
Dan Bevill named President of Assured Life Re, which plans to reinsure fixed-term and pension risk transfer annuities
Interparfums reported fourth-quarter 2025 net sales of $386 million, up 7% from $362 million a year earlier, and full-year net sales of $1.49 billion, up 2%. The release covers net sales only; full financial results, including profit, will be issued on February 24, 2026, so shareholders will not see earnings until then.
Q4 2025 net sales were $386 million, up 7% on a reported basis and 3% on an organic basis.
U.S.-based net sales fell 6% for the full year to $482 million, while European-based net sales rose 7% to $1.02 billion.
Full results will be released February 24, 2026, with a conference call on February 25, 2026 at 11:00 am ET.
McCormick & Company appointed Gavin Hattersley and Rick Dierker to its Board of Directors, effective February 1, 2026. Directors Maritza G. Montiel and W. Anthony Vernon will retire and not stand for re-election at the April 1, 2026 annual meeting. The filing describes these as board refreshment changes, and no financial results or guidance were reported.
Gavin Hattersley, retired President and CEO of Molson Coors Beverage Company, joins the Board effective February 1, 2026 and will serve on the Compensation and Human Capital Committee.
Rick Dierker, President and CEO of Church & Dwight Co., Inc., joins the Board effective February 1, 2026 and will serve on the Audit Committee.
Maritza G. Montiel and W. Anthony Vernon will remain on the Board until the April 1, 2026 annual stockholders' meeting, then retire.
FB Financial Corporation (NYSE: FBK) reported fourth-quarter 2025 net income of $57.0 million, or $1.07 per diluted share, up from $0.81 a year earlier and $0.43 in the prior quarter. For the full year, diluted earnings per share were $2.45, slightly below $2.48 in 2024, and the filing does not include new guidance for 2026.
Q4 2025 net income of $57.0 million, or $1.07 per diluted share, versus $0.81 in Q4 2024 and $0.43 in Q3 2025
Adjusted diluted EPS of $1.16 for Q4 2025, versus $0.85 a year earlier; adjusted results exclude items such as $4.6 million in merger and integration costs
Full-year 2025 net income of $122.6 million, or $2.45 per diluted share, compared with $116.0 million, or $2.48, in 2024
Net interest margin rose to 3.98% from 3.50% a year earlier, while the efficiency ratio rose to 60.2% from 56.1%; the company repurchased 1,717,948 shares in the quarter
The New York Times Company adopted an Executive Severance Plan on January 15, 2026, setting standardized severance terms for executives, and amended CEO Meredith Kopit Levien's employment agreement the same day. The amendment adds enhanced change-in-control severance for the CEO and extends her post-employment non-solicitation covenant from 15 to 18 months, which shareholders may view as a change in how executive exits would be paid if control of the company changed.
Severance Plan adopted January 15, 2026; CEO Meredith Kopit Levien is not eligible and remains under her July 21, 2020 employment agreement
Non-change-in-control cash severance for Executive Committee members is 52 weeks of base pay; other Section 16 Officers receive one week per six months of service, between 26 and 52 weeks
Under the amendment, a CEO termination without Cause or for Good Reason within 12 months after a Change in Control triggers two times base salary, 24 months of COBRA premium payments, and two times target annual bonus
Schwab reported fourth-quarter 2025 GAAP net income of $2.5 billion, or $1.33 per diluted share, up from $0.94 a year earlier, on net revenues of $6.3 billion, up 19% year-over-year. Full-year 2025 net revenues reached a record $23.9 billion, up 22%, and the company announced a definitive agreement to acquire Forge Global, expected to close in the first half of 2026.
Q4 2025 net revenues rose 19% year-over-year to a record $6.3 billion; full-year net revenues were $23.9 billion, up 22%.
GAAP diluted EPS was $1.33 versus $0.94 a year earlier; adjusted EPS was $1.39, excluding $127 million of pre-tax transaction-related costs.
Q4 GAAP net income was $2.5 billion, up 34%; the pre-tax profit margin was 50.2% versus 43.3%.
Schwab announced a definitive agreement to acquire Forge Global, with closing expected in the first half of 2026.
Costco's shareholders met on January 15, 2026, and approved the election of all ten director nominees, the ratification of KPMG LLP as auditor for fiscal 2026, and an advisory vote on executive compensation. A shareholder proposal on greenwashing risk audit was defeated, and the Board declared a $1.30 per share quarterly cash dividend payable February 13, 2026.
Quarterly cash dividend of $1.30 per share, payable February 13, 2026, to holders of record at the close of business on January 30, 2026
Greenwashing risk audit proposal received 4,058,782 for votes and 279,690,631 against votes
Executive compensation for fiscal 2025 approved in an advisory vote, with 251,441,227 for and 34,380,984 against
KPMG LLP ratified as independent auditors for fiscal 2026 with 335,155,664 for and 16,539,396 against
Boyd Gaming entered an amended and restated credit agreement on January 21, 2026, replacing its March 2, 2022 credit agreement. The new facilities provide a $1,450.0 million senior secured revolving credit facility and a $1,200.0 million senior secured term A loan delayed draw facility, with proceeds used to refinance the prior agreement and pay transaction costs.
Revolving credit facility of $1,450.0 million and term A loan delayed draw facility of $1,200.0 million, both maturing on the fifth anniversary of the closing date
Proceeds used to refinance all outstanding obligations under the Prior Credit Agreement and to fund transaction costs
Term A Loans available to be drawn until July 1, 2027; borrowing availability reduced by the greater of prior Term A Loans and $400.0 million on February 1, 2026
Interest rates range from SOFR plus 1.25% to 2.25%, with covenants including minimum interest coverage and maximum net leverage ratios
Karman raised its fiscal 2025 revenue and adjusted EBITDA guidance and set fiscal 2026 guidance that includes nine months of projected results from the Seemann and MSC acquisition. The company is acquiring Seemann Composites and MSC for $220 million, with closing expected in the first quarter of 2026, subject to customary conditions and regulatory approvals. Management says the deal is immediately accretive in 2026 to revenue growth, earnings per share and cash flow, but the company did not reconcile its non-GAAP guidance to GAAP measures.
FY2025 revenue guidance raised to $470 million-$471 million from $461 million-$463 million; adjusted EBITDA raised to $144.5 million-$144.9 million from $142 million-$143 million.
FY2026 guidance: revenue of $700 million-$715 million and adjusted EBITDA of $205 million-$215 million.
Seemann and MSC acquisition: $220 million total consideration, including $210 million in cash and about $10 million in common stock, expected to close in Q1 2026.
Investor conference call and webcast held January 21, 2026, at 1:30 PM PST / 4:30 PM EST.
First American Financial Corp disclosed that director Martha Wyrsch retired from its Board of Directors on January 21, 2026. The filing gives no reason for the retirement and no information about a successor or any financial effect.
Martha Wyrsch retired from the Board of Directors on January 21, 2026.
The filing is an Item 5.02 board change disclosure; it names no replacement director.
The 8-K contains no financial results, guidance, or compensation terms.
RLI Corp. reported fourth-quarter 2025 net earnings of $91.2 million ($0.99 per diluted share), up from $40.9 million ($0.44 per share) a year earlier, and full-year net earnings of $403.3 million ($4.37 per share) versus $345.8 million ($3.74) in 2024. Underwriting income rose sharply on a lower combined ratio, although gross premiums written fell 2% in the fourth quarter.
Fourth-quarter 2025 underwriting income was $70.9 million on an 82.6 combined ratio, compared with $22.2 million on a 94.4 combined ratio in the fourth quarter of 2024.
Full-year 2025 operating earnings were $320.8 million ($3.47 per share), up from $269.3 million ($2.91 per share) in 2024.
Gross premiums written declined 2% in the fourth quarter and rose 1% for the full year.
A special dividend of $2.00 per share was paid on December 19, 2025, and year-end book value per share was $19.35, up 33% including dividends from year-end 2024.
Kinder Morgan reported fourth-quarter 2025 net income attributable to KMI of $996 million, up from $667 million a year earlier, and revenue of $4,508 million versus $3,987 million. The GAAP increase includes a gain on an asset sale; excluding certain items, adjusted net income was $866 million, up 22%. The board approved a quarterly dividend of $0.2925 per share, a 2% increase, and the 2026 budget projects adjusted EPS of $1.36, up 5%.
Q4 2025 EPS was $0.45, up 50%; adjusted EPS was $0.39, up 22%.
Q4 2025 adjusted EBITDA was $2,271 million, up 10% from Q4 2024.
2026 budget: net income attributable to KMI of $3.1 billion, flat versus 2025; adjusted EPS of $1.36, up 5%.
Quarterly dividend of $0.2925 per share is payable February 17, 2026, to holders of record on February 2, 2026.
SiTime Corporation's board increased its size to nine directors and appointed Faraj Aalaei as a Class II director, effective January 21, 2026. Mr. Aalaei will also serve on the Compensation and Talent Committee, and his term runs to the 2027 Annual Meeting of Stockholders. The filing discloses no financial results, and the appointment is a board governance change that shareholders may note.
Board expanded from its prior size to nine directors, effective January 21, 2026
Faraj Aalaei appointed Class II director; term expires at the 2027 Annual Meeting of Stockholders
Aalaei is founder and CEO of Cognichip, Inc., and previously led Aquantia Corp. until its acquisition by Marvell Technology Group in September 2019
Aalaei receives compensation under the Company's Independent Director Compensation Policy, including RSU awards
At its 2026 Annual Meeting on January 21, 2026, MSC Industrial shareholders re-elected all 10 director nominees and approved an amendment adding 300,000 Class A shares to the Associate Stock Purchase Plan and extending the plan through October 31, 2035. Shareholders also ratified Ernst & Young LLP as auditor for fiscal 2026 and approved the advisory say-on-pay vote.
Election of directors: each of the 10 nominees received at least 98.30% of votes cast for, per the filing's percentages, with Robert Aarnes at 99.92%
Associate Stock Purchase Plan amendment approved with 99.87% of votes cast for; adds 300,000 shares and extends term five years
Ernst & Young LLP ratified as independent registered public accounting firm for fiscal year 2026 with 98.01% of votes cast for
Advisory vote on named executive officer compensation approved with 98.62% of votes cast for
Knight-Swift reported a fourth-quarter 2025 net loss attributable to Knight-Swift of $6.8 million, or $(0.04) per diluted share, compared with earnings of $0.43 per share a year earlier. Results included $52.9 million of non-cash impairment charges tied to combining its Abilene truckload brand into Swift, while adjusted EPS fell to $0.31 from $0.36 on revenue of $1.9 billion, down 0.4%.
Q4 2025 total revenue was $1.9 billion, down 0.4% year-over-year; operating income fell 66.1% to $26.5 million
Adjusted EPS was $0.31 versus $0.36 a year earlier; GAAP EPS was $(0.04) versus $0.43
Company guided first-quarter 2026 Adjusted EPS to a range of $0.28 to $0.32
Net cash capital expenditures for full-year 2026 are expected to be $625 million to $675 million
First Bancorp reported fourth-quarter 2025 net income of $15.7 million, or $0.38 per diluted share, after a $43.7 million securities loss tied to a November securities loss-earnback transaction. That was down from $20.4 million in the third quarter but up from $3.6 million a year earlier. For full-year 2025, net income rose to $111.0 million, or $2.68 per diluted share, from $76.2 million, or $1.84, in 2024.
Q4 2025 diluted EPS was $0.38, down from $0.49 in the linked third quarter and up from $0.08 in Q4 2024.
Excluding the $43.7 million securities loss, adjusted diluted EPS was $1.19 for Q4 2025.
Full-year 2025 net income was $111.0 million, or $2.68 per diluted share, versus $76.2 million, or $1.84, in 2024.
Net interest margin was 3.58% in Q4 2025, up from 3.46% in the third quarter and 3.05% a year earlier.
Permian Resources director Robert J. Anderson notified the company on January 16, 2026 that he will retire from the Board of Directors, effective January 21, 2026. The filing states there are no disagreements between Mr. Anderson and the company on its operations, policies or practices.
Robert J. Anderson has served as a director since November 2023.
Retirement is effective January 21, 2026; notice was given January 16, 2026 under Section 9.12 of the bylaws.
The filing states no disagreements with the company on operations, policies or practices.
TrustCo Bank Corp NY reported fourth-quarter 2025 net income of $15.6 million, or $0.85 per diluted share, up from $11.3 million, or $0.59, a year earlier. Net interest income rose 12.4% to $43.7 million, helped by higher loan yields and a lower cost of interest-bearing liabilities. Compared with the third quarter of 2025, net income was slightly lower, down from $16.3 million, and diluted EPS was $0.85 versus $0.86.
Q4 2025 net income $15.6 million, or $0.85 diluted EPS, versus $11.3 million, or $0.59, in Q4 2024
Net interest income $43.7 million, up 12.4% year over year; net interest margin 2.82% versus 2.60%
Full-year 2025 net income $61.1 million, or $3.25 diluted EPS, versus $48.8 million, or $2.57, in 2024
Board-approved buyback allows repurchase of up to two million shares, or 11.1%, over the next year; 1 million shares repurchased in 2025
MKS said on January 21, 2026 that it now expects fourth-quarter 2025 revenue of about $1,030 million, a $40 million increase at the midpoint of prior guidance, citing increased demand across all markets and divisions. The company also outlined a proposed refinancing of its term loans and revolving credit facility, to be discussed with lenders on January 22, 2026, which it says is expected to be leverage neutral and reduce interest expense; the company states there is no assurance the transactions will close.
Q4 2025 revenue expected at about $1,030 million, plus or minus $5 million, up $40 million at the guidance midpoint
GAAP net income expected at $106 million, plus or minus $3 million; Adjusted EBITDA expected at $248 million, plus or minus $2 million
Gross margin and per-share earnings expected to exceed the midpoint of prior guidance; GAAP operating expenses expected slightly above the prior range
Proposed refinancing would replace a $2.2 billion term loan with a new term loan of about $0.9 billion due 2033 and upsize the $675 million revolver to $1 billion
City Holding Company reported record net income of $130.5 million and record diluted earnings of $8.93 per share for the year ended December 31, 2025, up from $117.1 million and $7.89 in 2024. Fourth-quarter net income of $31.6 million ($2.18 per diluted share) was higher than a year earlier but down from the third quarter, so shareholders see a strong full year with a softer finish.
Full-year 2025 net income was $130.5 million versus $117.1 million in 2024; diluted EPS was $8.93 versus $7.89.
Fourth-quarter 2025 net income was $31.6 million, or $2.18 per diluted share, compared with $28.7 million ($1.94) in Q4 2024 and $35.2 million ($2.41) in Q3 2025.
Net interest margin was 3.94% for Q4 2025, down from 4.04% in Q3 2025, and 3.94% for the full year, up from 3.86%.
The Board approved a quarterly cash dividend of $0.87 per share, payable January 30, 2026, to holders of record as of January 15, 2026.
Foxx Development Holdings disclosed that Michelle Jie Shen was elected as a director on December 22, 2025, and entered into an offer letter and indemnification agreement with her on January 20, 2026. The offer letter provides an annual director fee of $60,000, subject to Board review, and the indemnification agreement applies retroactively from December 22, 2025.
Michelle Jie Shen elected director on December 22, 2025, previously announced in a Form 8-K dated December 29, 2025.
Annual director fee of $60,000 under the offer letter dated January 20, 2026, subject to Board review and determination.
Indemnification agreement with Ms. Shen dated January 20, 2026, applies retroactively from December 22, 2025.
Five9 said Amit Mathradas will become chief executive effective February 2, 2026. Current CEO Michael Burkland stays in the role until then, after which he will remain chairman and a director through the 2026 annual meeting, then provide consulting services for one year.
Amit Mathradas becomes CEO effective February 2, 2026.
Burkland keeps his $585,000 annual base salary, prorated for the time he remains CEO, and stays eligible for 2025 and 2026 bonus programs.
Burkland will not stand for re-election at the 2026 Annual Meeting; the board intends to appoint an independent chairman by that date.
Burkland will receive no new equity awards during his transition roles; existing RSUs and PRSUs continue to vest under their terms.
Prologis reported fourth quarter 2025 results on January 21, 2026, with net earnings attributable to common stockholders of $1.4 billion ($1.49 per diluted share), up from $1.37 a year earlier, and total revenues of $2.25 billion, up from $2.20 billion. Core FFO per share fell to $1.44 from $1.50, and the company issued 2026 guidance of $6.00 to $6.20 per share for Core FFO.
Q4 2025 net earnings attributable to common stockholders: $1.4 billion, or $1.49 per diluted share, versus $1.37 in Q4 2024
Q4 2025 total revenues: $2.25 billion, versus $2.20 billion in Q4 2024
Q4 2025 Core FFO per diluted share: $1.44, versus $1.50 in Q4 2024; full-year 2025 Core FFO per share was $5.81
2026 guidance: Core FFO per share of $6.00 to $6.20 and net earnings per share of $3.70 to $4.00
GE Vernova said Mavi Zingoni will step down as Chief Executive Officer of its Power Segment and as an officer effective January 21, 2026, and will stay on as an advisor until she leaves the company on June 30, 2026. The board appointed Eric Gray as CEO of the Power Segment effective the same day, while he continues as President and CEO of Gas Power, so the change is a leadership transition rather than a financial result.
Mavi Zingoni resigns as CEO, Power Segment and as an officer effective January 21, 2026
Zingoni serves as an advisor during the transition and departs on June 30, 2026, under a mutual agreement
Eric Gray appointed CEO, Power Segment effective January 21, 2026, and keeps his role as President and CEO, Gas Power
Ally Financial reported preliminary fourth-quarter and full-year 2025 results that improved from 2024, with full-year GAAP EPS of $2.37 versus $1.80 and net income attributable to common shareholders of $742 million versus $558 million, driven mainly by lower provision for credit losses and higher net financing revenue. The company's board authorized an open-ended $2 billion share repurchase program, and Ally resumed repurchases in the fourth quarter. Fourth-quarter GAAP EPS of $0.95 was lower than $1.18 in the third quarter of 2025.
Q4 2025 GAAP EPS was $0.95 versus $0.26 in Q4 2024; adjusted EPS was $1.09 versus $0.78
Full-year 2025 GAAP EPS was $2.37 versus $1.80 in 2024; adjusted EPS was $3.81 versus $2.35
Board authorized an open-ended $2 billion share repurchase program during the quarter; repurchases resumed in Q4 2025
Q4 2025 GAAP EPS of $0.95 declined from $1.18 in Q3 2025
Gibraltar Industries reported preliminary, unaudited 2025 results that came in below its previous guidance for both net sales and EPS. Full-year 2025 net sales are estimated at $1,128 million to $1,138 million, versus prior guidance of $1,150 million to $1,175 million, and GAAP EPS is estimated at $3.21 to $3.26, versus prior guidance of $3.67 to $3.77. Shareholders should note the figures may change after audit procedures, and management points to a $115 million cash balance and the pending Omnimax acquisition.
2025 net sales estimate of $1,128 million to $1,138 million, below previous guidance of $1,150 million to $1,175 million
2025 GAAP EPS estimate of $3.21 to $3.26, below previous guidance of $3.67 to $3.77 and 2024 GAAP EPS of $4.58
Fourth-quarter net sales estimate of $261 million to $271 million, below previous guidance of $283 million to $308 million
Omnimax acquisition now expected to close in the first quarter of 2026; cash balance above $115 million
Johnson & Johnson reported fourth-quarter 2025 reported sales of $24.6 billion, up 9.1% from a year earlier, and full-year 2025 sales of $94.2 billion, up 6.0%. The company also issued 2026 guidance with estimated reported sales of $100.5 billion at the midpoint, a 6.7% increase, and adjusted EPS of $11.53 at the midpoint, a 6.9% increase.
Q4 2025 reported EPS was $2.10 versus $1.41 a year earlier; adjusted EPS was $2.46 versus $2.04
Full-year 2025 reported EPS was $11.03 versus $5.79; adjusted EPS was $10.79 versus $9.98
Q4 and full-year 2025 EPS each include a $(0.10) impact from the acquisition of Halda Therapeutics
2026 guidance: estimated reported sales of $100.0 billion to $101.0 billion and adjusted EPS of $11.43 to $11.63
F.N.B. Corporation reported fourth-quarter 2025 net income available to common shareholders of $168.7 million, or $0.47 per diluted share, up from $109.9 million, or $0.30, a year earlier. Full-year 2025 net income was $565.4 million, or $1.56 per diluted share, up 23% from 2024, which matters to shareholders because it reflects higher reported earnings per share.
Q4 2025 operating EPS (non-GAAP) was $0.50, excluding $16.6 million pre-tax of significant items, including a $20.0 million contribution to the FNB Foundation
Full-year 2025 operating EPS (non-GAAP) was $1.59, compared with $1.39 in 2024
Net interest income was a record $365.4 million in Q4 2025, up $43.2 million, or 13.4%, from Q4 2024
Common Equity Tier 1 ratio was an estimated 11.4% at December 31, 2025, compared with 10.6% a year earlier; the company repurchased $18 million of common stock in Q4 2025
Old National Bancorp reported fourth-quarter and full-year 2025 results on January 21, 2026. Q4 net income applicable to common shares was $212.6 million, or $0.55 per diluted share, up from $0.46 in the prior quarter, and full-year diluted EPS was $1.79 compared with $1.68 in 2024. Results included $24.5 million of merger-related charges and a $15.9 million pension plan loss; excluding these and realized debt securities gains, adjusted EPS was $0.62.
Q4 2025 net income applicable to common shares of $212.6 million; diluted EPS of $0.55 vs. $0.46 in Q3 2025
Adjusted diluted EPS of $0.62 excludes $24.5 million of merger-related charges and a $15.9 million pension plan loss
Full-year 2025 net income applicable to common shares of $653.1 million; diluted EPS of $1.79 vs. $1.68 in 2024
Total loans of $48.8 billion, up $768.8 million or 6.4% annualized; company repurchased 1.1 million shares in Q4
Pursuit Attractions and Hospitality agreed on January 21, 2026 to sell its Flyover flying theater attractions business to Flyover Attractions B.V. for $78.4 million in cash, subject to post-closing adjustments. Closing depends on customary conditions, including required regulatory approvals, and either party may terminate if closing has not occurred by May 21, 2026.
Purchase price is $78.4 million in cash, subject to post-closing adjustments for debt, cash, working capital and certain unpaid expenses
Company would receive a $10.0 million termination fee from the Buyer if the Buyer fails to close in specified circumstances
Outside termination date is May 21, 2026; the Buyer has obtained a representations and warranties insurance policy
Full Purchase Agreement will be filed as an exhibit to the Form 10-K for the year ended December 31, 2025
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