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).
Columbia Banking System reported fourth quarter 2025 net income of $215 million, or $0.72 per diluted share, up from $96 million, or $0.40, in the third quarter, with net interest income up $122 million after the Pacific Premier acquisition added two more months to the quarter. For the full year 2025, net income was $550 million, up 3%, but diluted EPS was $2.30, down 10% from $2.55, and operating EPS for the quarter was $0.82, down from $0.85 in the prior quarter.
Q4 2025 net income $215 million and diluted EPS $0.72, versus $96 million and $0.40 in Q3 2025
Q4 2025 operating diluted EPS $0.82, versus $0.85 in Q3 2025 and $0.71 in Q4 2024
Full-year 2025 net income $550 million (up 3%); diluted EPS $2.30 (down 10%)
Repurchased $100 million of common stock in the quarter; total assets $66.8 billion and deposits $54.2 billion as of December 31, 2025
Alaska Air Group reported fourth-quarter and full-year 2025 results on January 22, 2026. Fourth-quarter revenue rose 3% to $3.6 billion, and adjusted EPS of $0.43 beat the company's prior expectation of about $0.10, but both GAAP and adjusted EPS fell sharply from a year earlier. The company guided to full-year 2026 adjusted EPS of $3.50 to $6.50 and a first-quarter adjusted loss of $0.50 to $1.50 per share.
Q4 2025 GAAP net income was $21 million, or $0.18 per share, versus $71 million, or $0.55 per share, in Q4 2024.
Q4 2025 adjusted EPS was $0.43, versus $0.97 a year earlier and the company's prior expectation of about $0.10.
Full-year 2025 adjusted EPS was $2.44, versus $4.87 in 2024; the company repurchased 11.3 million shares for $570 million in 2025.
2026 guidance: full-year adjusted EPS of $3.50 to $6.50; first-quarter adjusted EPS of ($1.50) to ($0.50).
Glacier Bancorp reported fourth-quarter 2025 net income of $63.8 million, or $0.49 per diluted share, down from $67.9 million and $0.57 in the third quarter but up 3% in net income from a year earlier. The quarter included $36.0 million of acquisition-related expenses and $27.2 million of credit loss expense tied to the October 1, 2025 acquisition of Guaranty Bancshares, while net interest income rose 39% year over year to $266 million. For the full year 2025, net income was $239 million, up 26%, and diluted earnings per share were $1.99, up 18%.
Q4 diluted EPS was $0.49, down 14% from $0.57 in Q3 and down 9% from $0.54 a year earlier
Net interest income was $266 million, up 39% from $191 million a year earlier; net interest margin was 3.58%
Credit loss expense totaled $35.7 million; non-performing assets rose to $68.9 million from $54.3 million in Q3
Full-year 2025 net income was $239 million and dividends declared were $1.32 per share
Sallie Mae reported fourth-quarter 2025 GAAP diluted EPS of $1.12, up from $0.50 a year earlier, and full-year EPS of $3.46, up from $2.68 in 2024. It also authorized a new $500 million share repurchase program and expects 2026 GAAP diluted EPS of $2.70 to $2.80, below the 2025 level. Shareholders get higher 2025 profit and new capital returns, but the 2026 outlook points to lower per-share earnings than 2025.
Q4 2025 net income was $233 million, versus $112 million in Q4 2024; full-year 2025 net income was $745 million, versus $608 million in 2024.
For 2026, the company expects GAAP diluted EPS of $2.70 to $2.80, net charge-offs of $345 million to $385 million, and non-interest expenses of $750 million to $780 million.
The board authorized a $500 million buyback starting January 22, 2026, expected to run about 24 months through February 4, 2028.
The 2024 buyback program had $33 million of capacity left as of December 31, 2025 and expires February 6, 2026.
On January 15, 2026, Worthington Steel and its German subsidiary Worthington Steel GmbH signed a business combination agreement with Kloeckner & Co SE, under which the subsidiary will launch a voluntary cash takeover offer for Kloeckner shares at €11.00 each. The company expects the deal to be substantially accretive to EPS within the first full year and to generate about $150 million of annual run-rate synergies, but it anticipates pro forma net leverage of about 4.0x at closing, with a goal of getting below 2.5x within 24 months.
Offer price is €11.00 in cash per Kloeckner share, with closing conditions including acceptance by holders of at least 65% of Kloeckner shares.
SWOCTEM GmbH, which owns approximately 42% of Kloeckner shares, agreed in an Irrevocable Undertaking to accept the offer.
The company's Equity Commitment Letter provides financing of up to €1,632,000,000, and Worthington expects pro forma net leverage of about 4.0x including synergies at closing.
Closing is expected in the second half of calendar 2026, and the regulatory condition must be satisfied by the Long Stop Date, 12 months after the initial acceptance period expires.
Eastern Bankshares reported fourth quarter 2025 results on January 22, 2026. GAAP net income fell to $99.5 million, or $0.46 per diluted share, from $106.1 million, or $0.53, in the third quarter, while operating net income rose to $94.7 million, or $0.44 per diluted share, from $74.1 million. The quarter includes a partial-quarter impact from the November 1, 2025 HarborOne merger, and the board declared a $0.13 quarterly dividend payable March 20, 2026.
GAAP net income of $99.5 million, or $0.46 per diluted share, versus $106.1 million, or $0.53, in the third quarter of 2025
Operating net income of $94.7 million, or $0.44 per diluted share, up 27.8% from $74.1 million
Non-operating noninterest expense of $33.4 million, including $26.7 million in higher merger-related costs
Quarterly cash dividend of $0.13 per share, payable March 20, 2026, to shareholders of record as of March 6, 2026
Cohen & Steers reported fourth-quarter 2025 revenue of $143.8 million, up 2.9% from a year earlier, but U.S. GAAP diluted EPS fell to $0.68 from $0.89, reflecting $10.8 million of non-recurring expenses tied to a closed-end fund rights offering that raised $513 million. Adjusted diluted EPS was $0.81 versus $0.78 a year earlier, and full-year 2025 revenue rose 7.5% to $556.1 million while GAAP diluted EPS was flat at $2.97. Assets under management ended the year at $90.5 billion, down 0.4% in the quarter, with net inflows of $1.2 billion.
Q4 2025 revenue was $143.8 million, up 1.5% from Q3 2025 and 2.9% from Q4 2024.
Q4 2025 U.S. GAAP diluted EPS was $0.68, versus $0.89 in Q4 2024; as adjusted EPS was $0.81 versus $0.78.
Full-year 2025 revenue was $556.1 million, up 7.5%; diluted EPS was $2.97, or $3.09 as adjusted.
Assets under management were $90.5 billion at December 31, 2025, with Q4 net inflows of $1.2 billion.
Capital One reported fourth-quarter 2025 net income of $2.1 billion, or $3.26 per diluted share, up from $2.67 a year earlier but down from $4.83 in the third quarter. On January 22, 2026, it also agreed to acquire Brex Inc. for $5.15 billion, with about 50% cash and 50% stock, which adds a large deal shareholders will need to weigh.
Q4 2025 net income $2.1 billion, or $3.26 per diluted share, versus $4.83 in Q3 2025 and $2.67 in Q4 2024
Company-defined adjusted EPS, excluding adjusting items, was $3.86 per diluted share
Total net revenue rose 1% from Q3 to $15.6 billion; provision for credit losses rose $1.4 billion to $4.1 billion
Brex acquisition agreed January 22, 2026 for $5.15 billion, about 50% cash and 50% stock
Intel reported fourth-quarter 2025 revenue of $13.7 billion, down 4% year-over-year, with a GAAP loss of $(0.12) per share and non-GAAP earnings of $0.15 per share, up 15%. For the first quarter of 2026, Intel forecast revenue of $11.7 billion to $12.7 billion and non-GAAP EPS of $0.00, which shareholders should weigh against the higher fourth-quarter revenue level.
Q4 2025 revenue was $13.7 billion, down 4% year-over-year; GAAP net loss attributable to Intel was $(591) million.
Non-GAAP EPS was $0.15, up 15% from $0.13 a year earlier; GAAP EPS was $(0.12).
Q1 2026 revenue forecast is $11.7 billion to $12.7 billion; GAAP EPS expected at $(0.21) and non-GAAP EPS at $0.00.
Full-year 2025 revenue was $52.9 billion, flat year-over-year; full-year GAAP EPS was $(0.06).
CSX reported fourth quarter 2025 revenue of $3.51 billion, down 1% from a year earlier, as lower merchandise volume and reduced export coal revenue offset higher pricing. Net earnings were $720 million, or $0.39 per share, versus $733 million, or $0.38 per share, a year earlier, but the prior-year figure excluded a goodwill impairment, and the quarter included about $50 million in severance and technology costs. For the full year, EPS fell 14% to $1.54 and revenue fell 3% to $14.09 billion, which matters to shareholders because the earnings trend weakened over the year.
Q4 2025 revenue was $3.51 billion, down 1% year over year; operating margin was 31.6% versus 31.3% a year earlier.
Q4 2025 EPS was $0.39 versus $0.38 in Q4 2024; prior-year adjusted EPS was $0.42 excluding a goodwill impairment.
Full-year 2025 EPS was $1.54 versus $1.79 in 2024, down 14%; full-year net earnings were $2.89 billion versus $3.47 billion.
Full-year 2025 results include a $164 million goodwill impairment charge recorded in the third quarter.
Procter & Gamble reported flat organic sales and flat core earnings per share for the quarter ended December 31, 2025, while diluted EPS fell to $1.78 from $1.88 after a $0.10 restructuring charge. The company maintained its fiscal 2026 organic sales, net sales and core EPS growth guidance, which matters to shareholders because it signals no change to the full-year outlook despite soft quarterly volume.
Organic sales growth was 0%, with organic volume down 1% and pricing up 1%.
Core EPS was $1.88, flat year over year; currency-neutral core EPS was $1.85, down 2%.
Diluted EPS was $1.78 versus $1.88 a year earlier, including $0.10 of incremental restructuring.
FY 2026 guidance: organic sales growth 0% to +4%, core EPS growth 0% to +4%, and all-in EPS growth 1% to 6%.
Autodesk announced a restructuring plan that will eliminate about 1,000 roles, roughly 7% of its workforce, with most cuts in customer-facing sales, and expects $135 million to $160 million in pre-tax charges. The company also said fourth-quarter and full-year fiscal 2026 billings, revenue, non-GAAP operating margin, non-GAAP earnings per share and free cash flow are now expected to be above the top end of its prior guidance, so shareholders face a higher near-term charge alongside stronger expected results.
About 1,000 employees, roughly 7% of the workforce, to be terminated, with a significant portion in customer-facing sales.
Expected pre-tax restructuring charges of $135 million to $160 million, with $90 million to $110 million recorded in the fourth quarter of fiscal 2026.
Fourth-quarter and full-year fiscal 2026 billings, revenue, non-GAAP operating margin, non-GAAP EPS and free cash flow now expected above the top end of guidance given November 25, 2025.
Plan expected to be completed by the end of the fourth quarter of fiscal 2027; charges to be excluded from non-GAAP measures.
ACM Research updated its 2025 revenue outlook to $885 million to $900 million, down from the $875 million to $925 million range it gave on November 5, 2025, and issued an initial 2026 revenue outlook of $1,080 million to $1,175 million. The 2025 figures are preliminary and subject to audit, with full results due in late February 2026, so shareholders will get the audited numbers later.
2025 revenue outlook narrowed to $885 million to $900 million, from $875 million to $925 million in the November 5, 2025 release
Initial 2026 revenue outlook of $1,080 million to $1,175 million, based on trade policy, customer spending, and supply chain assumptions
Full-year and fourth-quarter 2025 results expected in late February 2026; 2025 figures remain subject to audit
Old Republic reported fourth-quarter 2025 net income of $206.3 million, up from $105.1 million a year earlier. Net income excluding investment gains (losses) fell 18.6% to $184.7 million, and operating EPS was $0.74 versus $0.90, as the combined ratio rose to 96.0% from 92.7%. Net premiums and fees earned rose 9.8% to $2.1 billion, but the core insurance profit measure declined for shareholders.
Net income of $206.3 million versus $105.1 million, including $21.5 million net of tax investment gains
Net income excluding investment gains of $184.7 million versus $227.0 million, down 18.6%
Operating EPS of $0.74 versus $0.90; combined ratio of 96.0% versus 92.7%
Net premiums and fees earned of $2.1 billion, up 9.8%; total capital returned to shareholders of $742 million in the quarter
Freeport-McMoRan reported fourth-quarter 2025 net income attributable to common stock of $406 million, or $0.28 per share, up from $274 million, or $0.19 per share, a year earlier. Operating income fell to $811 million from $1,243 million, and the company cited $282 million in after-tax charges, mainly tied to the September 2025 mud rush incident at PTFI's Grasberg mine, which remains partly shut. The company expects a phased restart of the Grasberg Block Cave mine beginning in the second quarter of 2026.
Q4 2025 revenues were $5,633 million, compared with $5,720 million in Q4 2024; adjusted net income was $688 million, or $0.47 per share.
Full-year 2025 net income was $2,204 million, or $1.52 per share, versus $1,889 million, or $1.30 per share, in 2024.
For 2026, consolidated copper sales are expected to approximate 3.4 billion pounds and capital expenditures about $4.3 billion.
Operating cash flows for 2026 would approximate $8 billion at assumed prices, or $11 billion at recent prices, per the filing.
S&T Bancorp reported fourth quarter 2025 net income of $34.0 million, or $0.89 per diluted share, up from $0.86 a year earlier but down from $0.91 in the third quarter. Full-year 2025 net income rose to $134.2 million, or $3.49 per diluted share, from $3.41 in 2024. The board also authorized a new $100 million share repurchase program that replaces the existing one effective January 26, 2026.
Q4 2025 net income $34.0 million, $0.89 per diluted share, versus $0.86 in Q4 2024 and $0.91 in Q3 2025
Full-year 2025 net income $134.2 million and EPS $3.49, versus $131.3 million and $3.41 in 2024
Q4 2025 net charge-offs rose to $11.0 million from $2.4 million in Q3 2025, primarily related to nonperforming asset resolutions
New $100 million buyback runs through February 1, 2027; the remaining capacity under the prior program was terminated
Procter & Gamble reported fiscal second-quarter 2026 net sales of $22.2 billion, up 1%, while organic sales were unchanged and diluted EPS fell 5% to $1.78 on higher restructuring charges. The company lowered its fiscal 2026 diluted EPS growth outlook to 1% to 6% from 3% to 9%, but kept its core EPS, sales and cash return guidance, so shareholders face lower reported earnings even as underlying results held steady.
Net sales of $22.2 billion, up 1%; organic sales unchanged for the quarter ended December 31, 2025.
Diluted EPS of $1.78, down 5%; core EPS of $1.88, unchanged from the prior year.
Fiscal 2026 diluted EPS growth outlook cut to 1% to 6% from 3% to 9%; core EPS growth outlook of in-line to up 4% maintained.
Returned $4.8 billion to shareowners in the quarter: $2.5 billion in dividends and $2.3 billion in share repurchases.
Huntington reported fourth-quarter 2025 GAAP net income of $519 million, or $0.30 per share, down 17% from the third quarter and 2% from a year earlier, including $130 million of pre-tax notable items, mainly $154 million of acquisition-related expenses. Total revenue on a fully taxable-equivalent basis rose 2% from the third quarter to $2.191 billion, driven by higher net interest income. Shareholders face lower reported profit this quarter, while the Cadence Bank partnership is expected to close February 1, 2026.
GAAP net income was $519 million, or $0.30 per share, versus $629 million, or $0.41 per share, in the third quarter of 2025.
Adjusted EPS, a non-GAAP measure excluding notable items, was $0.37.
Net interest income rose $86 million, or 6%, from the third quarter, and noninterest expense reached $1.42 billion.
Tangible book value per common share was $9.89, up from $9.54 in the third quarter; Cadence closing is anticipated 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.