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).
Western Alliance Bancorporation reported fourth quarter 2025 net income of $293.2 million, or $2.59 per diluted share, up from $216.9 million and $1.95 a year earlier. For the full year, net income was $990.6 million, or $8.73 per share, compared with $787.7 million and $7.09 in 2024, so the quarter and year both show higher profit for shareholders.
Q4 2025 diluted EPS of $2.59 versus $1.95 in Q4 2024, up 32.8%
Full-year 2025 net income of $990.6 million and EPS of $8.73, up 25.8% and 23.1%
Q4 net interest income of $766.2 million, up 15.0% from a year earlier; net interest margin 3.51% versus 3.53% in Q3 2025
Earnings conference call and webcast scheduled for 12:00 p.m. ET on January 27, 2026
Polaris reported fourth quarter 2025 sales of $1.92 billion, up 9% from a year earlier, but a reported net loss of $304 million, or $5.34 per diluted share, driven by charges tied to the held-for-sale Indian Motorcycle business. The company guided 2026 sales up 1% to 3% and adjusted diluted EPS of $1.50 to $1.60, compared with an adjusted loss of $0.01 in 2025.
Q4 2025 sales were $1.92 billion, up 9% year over year; adjusted Q4 EPS was $0.08.
Q4 reported net loss attributable to Polaris was $304 million ($5.34 per diluted share), versus net income of $11 million ($0.19 per share) in Q4 2024.
Q4 2025 results included $288 million in impairment and other charges tied to the Indian Motorcycle business held for sale.
2026 outlook: sales up 1% to 3% and adjusted diluted EPS of $1.50 to $1.60, versus an adjusted loss of $0.01 in 2025.
FG Imperii Acquisition Corp. (FGII), a blank check company, completed its initial public offering on January 20, 2026, with underwriters later exercising part of their over-allotment option. Total proceeds of $227,362,500 from the IPO and private placement securities were placed in a U.S.-based trust account, and an audited balance sheet as of January 20, 2026 was filed as Exhibit 99.1.
IPO of 20,000,000 units at $10.00 per unit closed January 20, 2026; over-allotment of 2,750,000 units closed January 23, 2026
Each unit includes one Class A ordinary share and one-half of one redeemable warrant exercisable at $11.50 per share
Trust account holds $200,000,000 at January 20, 2026, with total proceeds of $227,362,500 including $7,962,500 of deferred underwriter discount
Company has 24 months from the IPO closing to complete a business combination
Brown & Brown reported unaudited fourth-quarter and full-year 2025 results. Q4 total revenues rose 35.7% to $1.6 billion, but Organic Revenue fell 2.8%, and GAAP diluted EPS fell 19.2% to $0.59, while adjusted diluted EPS rose 8.1% to $0.93. The filing says the company is still finalizing its results and they may differ from these preliminary numbers.
Q4 2025 total revenues were $1.6 billion, up $423 million or 35.7%, with Organic Revenue down 2.8%.
Q4 2025 net income attributable to the Company was $264 million, up 25.7%, while diluted EPS was $0.59, down 19.2%.
Full-year 2025 diluted EPS was $3.16, down 8.7%; adjusted diluted EPS was $4.26, up 10.9%.
A conference call to discuss the results is scheduled for January 27, 2026, at 8:00 AM EST.
Daxor Corporation closed a registered direct offering of 765,958 common shares at $11.75 per share on January 26, 2026, after agreeing to the deal on January 23. Net proceeds after placement agent fees and expenses were approximately $8,142,006, with Lake Street Capital Markets acting as placement agent. The sale adds new shares outstanding, which dilutes existing holders, but also adds cash to the company.
Shares issued: 765,958 at $11.75 per share under a registered direct offering
Net proceeds after placement agent fees and expenses: approximately $8,142,006
Agreement signed January 23, 2026; closing took place January 26, 2026
Shares registered under shelf registration File No. 333-281622, declared effective January 20, 2026
Customers Bancorp said Stephen Wyremski was appointed Executive Vice President and Chief Operating Officer of its subsidiary, Customers Bank, effective January 26, 2026. The filing sets out his pay package, including a $450,000 base salary and a $450,000 sign-on bonus subject to clawback, which shareholders may track in future proxy and financial disclosures.
Annual base salary of $450,000, plus a discretionary bonus target of up to 125% of base salary and an enhanced performance bonus of up to an additional 25%
Sign-on bonus of $450,000, subject to clawback if he leaves voluntarily or is terminated for cause before the second anniversary of his start date
He will receive a $425,000 final completion fee for consulting services he provided to the Bank from June 2024 to January 2026
Previously CFO of Signature Bank from 2021 through 2023, according to the filing
Infinite Eagle Acquisition Corp. closed its initial public offering of 30,000,000 units at $10.00 per unit on January 20, 2026, and underwriters closed a 4,500,000-unit over-allotment purchase on January 23, 2026. As of January 23, $345,000,000 had been deposited in a trust account, and the company states it has not commenced operations and will not generate revenue until a business combination is completed.
IPO of 30,000,000 units at $10.00 per unit, generating $300,000,000 in gross proceeds on January 20, 2026
Over-allotment option for 4,500,000 additional units closed January 23, 2026, generating $45,000,000 in gross proceeds
The company has 24 months from the IPO closing, or 30 months if a business combination agreement is executed within 24 months, to complete a business combination
Nucor reported fourth-quarter 2025 net earnings attributable to stockholders of $378 million, or $1.64 per diluted share, and net sales of $7.69 billion. Earnings fell from the third quarter but rose from the fourth quarter of 2024, and full-year 2025 net earnings were $1.74 billion, down from $2.03 billion in 2024. The company expects earnings to increase in the first quarter of 2026 across all three operating segments.
Q4 2025 net earnings of $378 million, or $1.64 per diluted share, versus $607 million, or $2.63, in Q3 2025 and $287 million, or $1.22, in Q4 2024
Excluding impairment charges, adjusted net earnings were $400 million, or $1.73 per diluted share
Q4 2025 net sales of $7.69 billion, down 10% from Q3 2025 and up 9% from Q4 2024
Expects first quarter 2026 earnings to increase across all three segments, with the largest increase in steel mills
On January 23, 2026, Copart entered an unsecured senior revolving credit agreement with Wells Fargo Bank as administrative agent, providing a $1.25 billion facility that matures January 23, 2031. Concurrently, Copart terminated the commitments and repaid all amounts outstanding under its December 21, 2021 credit agreement with Bank of America. Copart says it intends to use the proceeds for general corporate purposes, including working capital, capital expenditures, dividends, and potential share repurchases, acquisitions, or other investments.
Facility totals $1,250.0 million, including up to $550.0 million equivalent in Pounds Sterling, Euro and Canadian Dollars, plus a discretionary incremental facility of up to $500.0 million.
Interest is priced at a fixed-rate spread of 0.75% to 1.125% or a daily rate plus 0.0% to 0.125%, depending on Copart's consolidated total net leverage ratio; unused commitments carry a fee of 0.05% to 0.125%.
Sub-facilities include $150.0 million equivalent each for CPRT GmbH and Copart Autos España, S.L.U., and $250.0 million equivalent for Copart UK Limited.
The agreement replaces the existing Bank of America-agented credit agreement dated December 21, 2021, which was repaid and terminated.
Alamo Group Inc. completed its acquisition of Petersen Industries, a maker of truck-mounted grapple loader equipment, on January 26, 2026. The total consideration was approximately $166.5 million on a cash-free, debt-free basis, subject to certain closing adjustments. The deal was first agreed on December 10, 2025, and the filing does not provide Petersen's revenue or earnings.
Total consideration paid was approximately $166,500,000, cash-free and debt-free, subject to closing adjustments
Agreement to acquire 100% of Petersen Industries signed December 10, 2025; closed January 26, 2026
Petersen manufactures truck-mounted grapple loader equipment for municipal and industrial customers
Acquisition was made through wholly-owned subsidiary Alamo Group (USA) Inc.
RH disclosed that Stefan Duban, its Chief Gallery & Customer Officer, is leaving the company effective January 26, 2026, under his existing employment arrangements. His responsibilities have been reassigned to other company leaders effective immediately.
Stefan Duban, Chief Gallery & Customer Officer, departs January 26, 2026
Mutual understanding on departure reached January 20, 2026
Duties assigned to other Company leaders effective immediately
Filing does not state a replacement or any financial terms of the departure
NBT Bancorp reported fourth-quarter 2025 net income of $55.5 million, or $1.06 per diluted share, up from $0.76 a year earlier, and full-year 2025 net income of $169.2 million, or $3.33 per diluted share, up from $2.97 in 2024. The board approved a first-quarter 2026 dividend of $0.37 per share, an 8.8% increase, and Chief Credit Officer and Chief Risk Officer Amy C. Wiles will step down from that role effective May 21, 2026, moving to an advisory role until her retirement in January 2027, which the company says was not the result of any disagreement.
Q4 2025 net income was $55.5 million, or $1.06 per diluted share, versus $36.0 million, or $0.76, a year earlier and $54.5 million, or $1.03, in Q3 2025.
Q4 2025 operating diluted EPS was $1.05, versus $0.77 a year earlier and $1.05 in Q3 2025.
Full-year 2025 net income was $169.2 million, or $3.33 per diluted share, versus $140.6 million, or $2.97, in 2024.
Amy C. Wiles will step down as EVP, Chief Credit Officer and Chief Risk Officer effective May 21, 2026, and retire in January 2027.
Crane reported fourth-quarter 2025 sales of $581.0 million, up 6.8%, with GAAP earnings per diluted share from continuing operations of $1.39, up from $1.20 a year earlier. The company also initiated 2026 adjusted EPS guidance of $6.55 to $6.75 and said Executive Vice President and COO Alex Alcala will succeed Max Mitchell as President and CEO on April 27, 2026, with Mitchell becoming Executive Chairman.
Q4 2025 sales $581.0 million, up 6.8%; GAAP EPS from continuing operations $1.39 vs. $1.20; adjusted EPS $1.53 vs. $1.26
2026 adjusted EPS outlook of $6.55 to $6.75, about 10% growth at the midpoint versus 2025 on a comparable basis
Alex Alcala to become President and CEO effective April 27, 2026; Max Mitchell to become Executive Chairman
Quarterly dividend raised 11% to $0.255 per share, payable March 11, 2026
Credit Acceptance said Chief Analytics Officer Arthur L. Smith and Chief Sales Officer Daniel A. Ulatowski will retire as officers and employees effective February 1, 2026. Each is expected to serve as a non-employee advisor until July 31, 2026, under separation and advisory agreements that are subject to a general release of claims. The filing does not name replacements, and the stock options of both men will remain exercisable through December 30, 2026.
Arthur L. Smith, Chief Analytics Officer, retires effective February 1, 2026, with a monthly consulting fee of $66,758.01 during the advisory period
Daniel A. Ulatowski, Chief Sales Officer, retires effective February 1, 2026, with a monthly consulting fee of $64,166.67 during the advisory period
Advisory services are expected to run until July 31, 2026, and stock options for both officers remain exercisable through December 30, 2026
Super Micro Computer's Taiwan subsidiary signed a credit agreement on January 21, 2026, providing two revolving facilities of $350 million and $360 million, with an option to increase total commitments to $2 billion. The parent company guarantees the facilities, which are secured by a second-ranking lien on a Taiwan facility, receivables, and term deposits. The filing also sets February 5, 2026 as the deadline for stockholder proposals and nominations for the April 15, 2026 Annual Meeting.
Facility A1 of $350 million and Facility A2 of $360 million, with an option to increase total commitments to no more than $2 billion
Agreement dated January 21, 2026; proceeds intended for general corporate purposes, including working capital for growth and expansion
Facilities secured by a second-ranking lien on the Bade District Facility in Taoyuan City, receivables, and term deposits with a maximum pledged amount of $2.4 billion
Annual Meeting set for April 15, 2026, held virtually; record date February 17, 2026; stockholder proposal deadline February 5, 2026
Nicolet Bankshares shareholders approved the merger with MidWest One and the related share issuance at a special meeting on January 26, 2026, and also approved raising authorized common shares from 30,000,000 to 60,000,000. The company said it has received all regulatory approvals, expects to complete the merger on February 13, 2026, if other closing conditions are met, and its board approved a $60 million increase to its stock repurchase authorization.
Merger proposal: 10,229,249 votes for, 48,210 against, 18,945 abstain, and 1,257,200 broker non-votes
Authorized share increase approved: 11,240,298 for and 267,339 against
Repurchase authorization raised by $60 million; about $19 million remained available at December 31, 2025
Equity awards of 101,000 restricted stock units with $13 million aggregate grant-date value; Michael E. Daniels received 20,000
Park National Corporation reported fourth-quarter 2025 net income of $42.6 million, up 10.4% from a year earlier, and full-year 2025 net income of $180.1 million, up 18.9%. The company also declared a quarterly cash dividend of $1.10 per share, up from $1.07 in the prior quarter's declared rate, and said it expects its acquisition of First Citizens Bancshares, Inc. to close on February 1, 2026.
Q4 2025 diluted EPS was $2.63, compared with $2.37 in Q4 2024; Q4 net income was down 9.6% from $47.2 million in Q3 2025.
Full-year 2025 diluted EPS was $11.11, compared with $9.32 in 2024.
Quarterly cash dividend of $1.10 per share is payable March 10, 2026, to shareholders of record as of February 20, 2026.
Total loans rose 3.0% in 2025 and total deposits rose 1.2%; the First Citizens deal is expected to close February 1, 2026.
On January 20, 2026, GEO Group entered a third amendment to its credit agreement, raising revolving credit commitments from $450 million to $550 million. The amendment also lowers the incremental borrowing capacity GEO may request later from $250 million to $150 million, a change that tightens that future option.
Revolving credit facility commitments increased from $450 million to $550 million, effective January 20, 2026.
Incremental amount GEO may request later decreased from $250 million to $150 million.
Lenders include Citizens Bank, N.A., the administrative agent; GEO announced the closing in a January 22, 2026 press release.
Executive Chairman George C. Zoley said the upsize provides enhanced balance sheet flexibility.
SM Energy said its board appointed Elizabeth A. McDonald as President and Chief Executive Officer and Blake D. McKenna as Executive Vice President and Chief Operating Officer, both effective at the closing of the second merger with Civitas Resources under the November 2, 2025 merger agreement. Herbert S. Vogel will no longer serve as CEO at that closing, and four directors resigned effective at the first merger closing. For shareholders, these changes set the leadership of the combined company, and the mergers are still pending.
Elizabeth A. McDonald to become President and CEO effective at the closing of the second merger, with a $900,000 base salary, a 120% short-term incentive target and a $5,300,000 long-term incentive target.
Blake D. McKenna to become Executive Vice President and Chief Operating Officer, with a $550,000 base salary, a 100% short-term incentive target and a $2,200,000 long-term incentive target.
Herbert S. Vogel will no longer serve as CEO effective at the second merger closing; Carla J. Bailo, Anita M. Powers, William D. Sullivan and Herbert S. Vogel resigned as directors, effective at the first merger closing.
Board to expand to 11 members with six new directors, including Elizabeth A. McDonald; Julio M. Quintana will continue as Chairman of the Board.
Triumph Financial reported fourth-quarter 2025 net income to common stockholders of $18.4 million, or $0.77 per diluted share, and total transportation revenue growth of 4.1%. The company said the quarter included one-time gains of $14.3 million from asset sales and nonrecurring expenses, and reported expenses of $98.1 million, above the $96.5 million it had estimated in its prior letter.
Net income to common stockholders was $18.4 million, or $0.77 per diluted share, for the quarter ended December 31, 2025.
Total transportation revenue grew 4.1%; Factoring revenue rose 5.8% and core operating margin was 32.6%.
Gains of $14.3 million from selling a Dallas building and an aircraft were offset by a $1.2 million impairment, a $1.1 million litigation reserve and a $0.8 million health plan adjustment, among other items.
The company stated a goal of about 20% transportation revenue growth in 2026, described as goals rather than earnings guidance.
Graco reported record fourth-quarter net sales of $593.2 million, up 8%, and record full-year net sales of $2.24 billion, up 6%. Diluted earnings per share rose 25% to $0.79 for the quarter and 9% to $3.08 for the year. The company also initiated 2026 guidance calling for low single-digit organic sales growth at constant currency and mid-single-digit sales growth including acquisitions.
Q4 net sales $593.2 million, up 8%; full-year net sales $2.24 billion, up 6%
Q4 net earnings $132.5 million, up 22%; full-year net earnings $521.8 million, up 7%
Full-year diluted EPS $3.08 as reported, $2.95 adjusted (non-GAAP), up 6% on an adjusted basis
2026 guidance: low single-digit organic sales growth at constant currency; mid-single-digit growth including acquisitions
W. R. Berkley reported fourth-quarter 2025 results on January 26, 2026. GAAP net income to common stockholders was $449.5 million, or $1.13 per diluted share, down from $576.1 million, or $1.44 per share, a year earlier, mainly as net investment gains fell and the company recorded a foreign currency loss. Operating income, a non-GAAP measure, rose 9.5% to $449.6 million, and pre-tax underwriting income grew 14.9% to $338 million.
Q4 2025 net income to common stockholders: $449.5 million ($1.13 diluted EPS), versus $576.1 million ($1.44) in Q4 2024
Q4 2025 operating income: $449.6 million ($1.13 per diluted share), versus $410.4 million ($1.02) a year earlier
Q4 2025 combined ratio was 89.4%, compared with 90.2% in Q4 2024; full-year 2025 net income was $1.78 billion ($4.45 per diluted share)
Total capital returned to shareholders in Q4 2025 was $608.3 million, including $377.9 million of special dividends
Adeia Inc. announced executive changes, including the appointment of Dr. Mark Kokes as Chief Revenue Officer effective January 26, 2026, and the planned departure of Dana Escobar, its Chief Licensing Officer & General Manager, Semiconductor, effective March 13, 2026. The filing also says Craig Mitchell rejoined as chief semiconductor officer and Bill Thomas was named chief strategy officer; the filing does not disclose financial results or a financial impact of these changes.
Dr. Mark Kokes appointed Chief Revenue Officer effective January 26, 2026; previously Chief Licensing Officer & General Manager, Media
Dana Escobar will leave his Chief Licensing Officer & General Manager, Semiconductor role and depart the company effective March 13, 2026
Escobar is entitled to severance under his February 9, 2023 agreement, subject to signing a general release and continued covenant compliance
Craig Mitchell rejoined as chief semiconductor officer and Bill Thomas was named chief strategy officer
WSFS Financial reported fourth-quarter 2025 diluted EPS of $1.34 and net income of $72.7 million, up from $1.09 and $64.2 million a year earlier, with total net revenue of $271.9 million versus $261.5 million. Compared with the prior quarter, EPS and net income were lower than the $1.37 and $76.4 million reported for 3Q 2025, while revenue rose from $270.5 million. The company returned $118.5 million to shareholders in the quarter through buybacks and dividends.
Diluted EPS of $1.34 compared with $1.37 in 3Q 2025 and $1.09 in 4Q 2024; core EPS was $1.43, up 29% year over year.
Total net revenue of $271.9 million, compared with $270.5 million in 3Q 2025 and $261.5 million in 4Q 2024.
Capital return of $118.5 million: $109.3 million in share repurchases and $9.2 million in dividends; board approved a $0.17 quarterly dividend payable February 27, 2026.
Issued $200 million of Fixed-to-Floating Senior Notes due 2035 and used proceeds to redeem $150 million of notes due 2030.
Alexandria Real Estate Equities reported a fourth-quarter 2025 net loss attributable to common stockholders of $1.08 billion, or $6.35 per diluted share, compared with a loss of $64.9 million, or $0.38 per share, a year earlier. Fund from operations (FFO) per share, as adjusted, fell to $2.16 from $2.39, and the company declared a common dividend of $0.72 per share, down 45% from $1.32 in the prior quarter, while reiterating its 2026 FFO guidance of $6.25 to $6.55 per share.
4Q25 net loss attributable to common stockholders of $1.08 billion, or $6.35 per diluted share, versus $64.9 million, or $0.38 per share, in 4Q24
4Q25 FFO per share, as adjusted, of $2.16, down from $2.39 in 4Q24; full-year 2025 was $9.01
Common dividend declared of $0.72 per share for 4Q25, a 45% reduction from $1.32 for 3Q25
2026 FFO per share, as adjusted, guidance of $6.25 to $6.55 was reiterated on January 26, 2026
Northwest Bancshares reported fourth quarter 2025 net income of $46 million, or $0.31 per diluted share, up from $33 million, or $0.26, a year earlier and from $3 million in the third quarter. Record quarterly total revenue of $180 million rose 17% from a year earlier, and the Board declared a $0.20 quarterly dividend. The results include a full quarter of the Penns Woods Bancorp acquisition, which closed in late July 2025.
Q4 2025 net income of $46 million, or $0.31 per diluted share, vs. $33 million, or $0.26, in Q4 2024
Adjusted net income (non-GAAP) of $49 million, or $0.33 per diluted share
Net interest margin of 3.69%, up from 3.42% a year earlier; record quarterly total revenue of $180 million
Quarterly cash dividend of $0.20 per share, payable February 18, 2026 to holders of record as of February 5, 2026
Viasat's subsidiary ViaSat Technologies Limited signed a $188.7 million direct loan facility with the Export-Import Bank of the United States, guaranteed by Viasat, to help finance the ViaSat-3 F1 satellite. The company expects the full amount to be drawn in a single disbursement, and the loan carries a fixed rate tied to the CIRR, currently 4.63%, with repayment starting May 25, 2026.
Facility size: $188.7 million, with $175.8 million for satellite costs and up to $12.9 million for exposure fees
Repayment: 16 approximately equal semi-annual installments, starting May 25, 2026, final maturity November 25, 2033
Security: first priority liens on selected ViaSat-2 assets of the subsidiary and a pledge of its capital stock held by Viasat
Separately, Viasat repaid early the $300.0 million outstanding under Inmarsat's original term loan on November 21, 2025
Agilysys reported fiscal 2026 third-quarter revenue of $80.4 million, up 15.6% from $69.6 million a year earlier, and net income of $9.9 million, or $0.35 per diluted share, versus $3.8 million, or $0.14, a year earlier. The company raised its full-year total revenue guidance to $318 million and reiterated its Adjusted EBITDA target of 20% of revenue and 29% subscription revenue growth, which means shareholders get a higher revenue outlook while profit targets are unchanged.
Q3 total net revenue rose 15.6% to $80.4 million, the 16th consecutive record revenue quarter.
Net income was $9.9 million, or $0.35 per diluted share, compared with $3.8 million, or $0.14, a year earlier.
Full-year fiscal 2026 total revenue guidance was raised to $318 million, the higher end of the previous range.
Gross margin was 62.5% versus 63.0% a year earlier, and total backlog declined slightly during the quarter per CEO Ramesh Srinivasan.
AGNC Investment Corp. reported fourth-quarter 2025 results on January 26, 2026. Comprehensive income was $0.89 per common share, up from $0.78 in the prior quarter, and tangible net book value rose 7.2% to $8.88 per share. Net spread and dollar roll income, a non-GAAP measure, was $0.35 per share, unchanged from the prior quarter, and the company declared a $0.36 dividend per share.
Comprehensive income of $0.89 per share, including $0.83 net income and $0.06 other comprehensive income, versus $0.78 in the third quarter of 2025
Tangible net book value of $8.88 per share as of December 31, 2025, up from $8.28 on September 30, 2025; economic return on tangible common equity was 11.6%
Net spread and dollar roll income of $0.35 per share, unchanged from the prior quarter; at-risk leverage fell to 7.2x from 7.6x
Issued 34.9 million common shares through at-the-market offerings for net proceeds of $356 million
Sanmina reported unaudited first-quarter fiscal 2026 results for the quarter ended December 27, 2025, with revenue of $3.19 billion, up from $2.01 billion a year earlier. GAAP diluted EPS fell to $0.89 from $1.16, while non-GAAP diluted EPS rose to $2.38 from $1.44, and the company cited $43.4 million in acquisition and integration expenses tied to the ZT Systems acquisition. The company also gave second-quarter guidance of $3.1 billion to $3.4 billion in revenue and non-GAAP diluted EPS of $2.25 to $2.55.
Revenue was $3.19 billion versus $2.01 billion in the year-earlier quarter.
GAAP diluted EPS was $0.89, down from $1.16; non-GAAP diluted EPS was $2.38, up from $1.44.
GAAP operating income was $73.6 million, versus $88.6 million a year earlier, with $43.4 million in acquisition and integration expenses.
Q2 fiscal 2026 outlook (quarter ending March 28, 2026): revenue of $3.1 billion to $3.4 billion and non-GAAP diluted EPS of $2.25 to $2.55.
Sensata's Compensation Committee approved pay changes for CEO Stephan von Schuckmann and CFO Andrew Lynch, including higher base salaries and larger bonus targets. The company also approved long-term incentive awards with combined grant-date value of $10.2 million, which will be granted April 1, 2026, and the filing says the changes are meant to support retention and align pay with strategic objectives.
CEO base salary rises from $1,117,000 to $1,150,000 effective July 1, 2026; target bonus rises from 125% to 135% of base salary
CEO long-term incentive grant-date value of $8,700,000, granted April 1, 2026
CFO base salary rises from $540,000 to $650,000 effective April 1, 2026, with a $1,500,000 long-term incentive grant-date value
Paychex amended its 2017 revolving credit facility, raising its principal from $750 million to $1.0 billion and extending maturity from September 17, 2026 to January 23, 2031. It also amended its 2019 facility, which remains at $1.0 billion, and terminated a $250 million 2020 facility of its Paychex Advance unit that had no outstanding loans. The filing describes a larger, longer-dated credit line, though it does not state the reason for the changes.
2017 facility increased from $750 million to $1.0 billion; maturity extended to January 23, 2031
Incremental facility under the 2017 agreement raised from $375 million to $500 million
2019 facility amended for interest rate and covenant terms; $1.0 billion facility with up to $500 million incremental
$250 million 2020 Paychex Advance facility terminated effective January 23, 2026, with no outstanding loans
Bank of Hawai‘i Corporation reported fourth-quarter 2025 net income of $60.9 million and diluted earnings per share of $1.39, compared with $0.85 a year earlier and $1.20 in the prior quarter. Net interest margin rose to 2.61%, and the company resumed share repurchases, which matter to shareholders because they show higher earnings and capital returns.
Q4 2025 diluted EPS $1.39, versus $0.85 in Q4 2024 and $1.20 in Q3 2025
Full-year 2025 net income $205.9 million, up 37.3%; diluted EPS $4.63 versus $3.46
Net interest margin 2.61%, up 15 basis points from the prior quarter
Fourth-quarter noninterest income included a $16.8 million loss on sale of investments; quarterly dividend $0.70 per share payable March 13, 2026
On January 23, 2026, Ascent Solar agreed to sell shares and warrants in a private placement priced at $5.50 per share, with expected gross proceeds of about $10 million and expected net proceeds of about $9.2 million, closing on or about January 26, 2026. Warrants could add up to about $15 million more in cash if fully exercised, but the filing notes no assurance that exercise will occur. The new shares and warrants could dilute existing shareholders, and the company intends to use the proceeds for working capital.
Investors buy 454,546 common shares and pre-funded warrants for 1,363,636 shares, at $5.50 per share (pre-funded warrants at $5.4999)
Series A warrants for 1,818,182 shares (five-year term) and Series B warrants for 909,091 shares (18-month term) are exercisable at $5.50 each
H.C. Wainwright & Co. is placement agent, receiving a 7.0% cash fee and a warrant for 127,272 shares at $6.875
Company agreed not to issue more shares for 30 days after the resale registration statement is effective, except at-the-market sales at $7.00 or more
BioMarin estimated unaudited 2025 total revenues of about $3.2 billion and cash, equivalents and investments of about $2.1 billion as of December 31, 2025, ahead of full results due in February 2026. It also announced plans for an $850 million senior unsecured notes offering and a new $2 billion senior secured term loan B, which it says will help fund its pending acquisition of Amicus Therapeutics, adding substantial new debt for shareholders to weigh.
Preliminary 2025 total revenues of about $3.2 billion, including about $920 million from VOXZOGO sales (unaudited)
Cash, cash equivalents and investments of about $2.1 billion as of December 31, 2025 (unaudited)
Planned $850 million senior unsecured notes due 2034 in a private placement; gross proceeds to be held in escrow pending the Amicus acquisition
Amicus holders to receive $14.50 per share in cash; aggregate transaction value of about $5,235.0 million; notes must be redeemed if the deal is not completed by December 19, 2026
CVR Energy preliminarily estimated a fourth-quarter 2025 net loss attributable to stockholders of $105 million to $120 million, driven by accelerated depreciation at Wynnewood and reduced fertilizer volumes at Coffeyville. For full-year 2025, it estimated net income attributable to stockholders of $17 million to $32 million. The figures are unaudited and subject to year-end closing and audit.
Q4 2025 net loss attributable to CVR Energy stockholders estimated at $105 million to $120 million
Full-year 2025 net income attributable to stockholders estimated at $17 million to $32 million
Q4 Adjusted EBITDA estimated at $78 million to $102 million; full-year at $380 million to $404 million
Results are preliminary; the independent auditor has not audited or reviewed the estimates
Hecla Mining said preliminary 2025 production reached 17.0 million ounces of silver, more than 5% above 2024, and 150,509 ounces of gold, both at or above the top of guidance. The company also set 2026 guidance calling for modestly lower silver and gold output and a record $55 million for exploration and pre-development, and it said full-year 2025 results remain preliminary and subject to audit review. The filing contains no revenue or earnings per share figures.
2025 silver production was 17,026,785 ounces versus 16,169,930 in 2024; gold was 150,509 ounces versus 141,923.
2026 consolidated silver guidance is 15.1-16.5 million ounces and gold guidance is 134.0-146.0 thousand ounces, both described as down modestly or lower.
2026 exploration and pre-development investment is guided to $55 million, a record and nearly double 2025; total 2026 capital investment is $255-$279 million.
Investor Day webcast in New York begins 12:30 p.m. Eastern Time on Monday, January 26, 2026.
Indivior, which the filing identifies as Indivior Pharmaceuticals, Inc., completed its change of domicile to the United States after the close of trading on January 23, 2026, making Indivior U.S. a Delaware company and the parent of Indivior PLC. The filing also covers an amendment to a note purchase agreement, new indemnification agreements, a 2026 equity plan, and officer and director details, which show how the company is governed after the change. Shareholders receive one share of Indivior U.S. common stock for each Indivior PLC ordinary share they held.
The scheme of arrangement became effective after the close of trading on January 23, 2026, and each Indivior PLC ordinary share was cancelled in exchange for one share of Indivior U.S. common stock, par value $0.001.
A First Amendment to the Note Purchase Agreement, dated January 21, 2026 and effective January 26, 2026, moves financial reporting to Indivior U.S. from Indivior U.K.
The Indivior U.S. 2026 Omnibus Equity Incentive Plan reserves 17,500,000 shares, and non-employee director pay is capped at $1,000,000 per fiscal year.
Joe Ciaffoni is listed as Chief Executive Officer and Ryan Preblick as Chief Financial Officer.
Cboe Global Markets said its Chief Operating Officer, Chris Isaacson, will retire on March 6, 2026, and will consult for the company through December 31, 2026. Scott Johnston, formerly COO of Akuna Capital, is expected to succeed him as COO effective March 7, 2026, after joining on February 17, 2026. The change is a senior executive transition, and the filing reports no financial results.
Chris Isaacson retires at the end of March 6, 2026 and provides consulting services through December 31, 2026, for a fee of $541,666.
Scott Johnston joins February 17, 2026 with a $550,000 base salary, a 130% target bonus, and a $2,735,000 target long-term incentive award.
Johnston is also to receive a $1,000,000 sign-on equity award and a $627,200 cash sign-on bonus.
Cboe also appointed Heidi Fischer as EVP, Global Head of Equities and Spot Markets, and Natan Tiefenbrun will depart the company.
Lakeland Financial Corporation reported record fourth-quarter 2025 net income of $29.9 million, up 24% from $24.2 million a year earlier, with diluted earnings per share of $1.16 versus $0.94. For the full year, net income rose 11% to $103.4 million and diluted EPS rose 10% to $4.01, and the company declared a fourth-quarter dividend of $0.52 per share.
Q4 2025 net income was $29.9 million, up $5.7 million or 24% from Q4 2024; diluted EPS was $1.16 versus $0.94.
Full-year 2025 net income was $103.4 million, up 11% from $93.5 million; diluted EPS was $4.01 versus $3.63.
Net interest margin improved 23 basis points to 3.48% in Q4 2025, and total revenue rose 10% to $69.8 million.
The fourth-quarter dividend is $0.52 per share, payable February 5, 2026, to holders of record as of January 25, 2026; the company repurchased $19.6 million of stock in 2025.
Eaton said it intends to separate its Vehicle and eMobility segments, together called the Mobility Group, into an independent, publicly traded company. The spin-off is expected to be completed by the end of the first quarter of 2027, subject to approvals and an effective Form 10 registration statement, and is planned to be tax-free to Eaton shareholders for U.S. federal income tax purposes. The filing does not disclose Mobility revenue, earnings or a valuation, so the financial effect on shareholders cannot yet be measured.
Eaton intends to separate its Vehicle and eMobility segments (Mobility Group) into an independent, publicly traded company.
Completion is expected by the end of the first quarter of 2027, subject to Board approval and effectiveness of a Form 10 registration statement.
The planned separation is expected to be tax-free to Eaton shareholders for U.S. federal income tax purposes.
Eaton will report fourth quarter 2025 earnings on February 3, 2026, with a conference call at 11:00 a.m. ET that day.
Stanley Black & Decker said independent director Debra Crew will become non-executive Chair of the Board on October 1, 2026, when Donald Allan Jr. retires, and she is Lead Independent Director effective immediately. The Board also elected Shane O'Kelly, President and CEO of Advance Auto Parts, as a director effective January 23, 2026, while Andrea Ayers will retire from the Board at the 2026 annual meeting. The filing describes these as board governance changes and does not include financial figures.
Debra Crew named Lead Independent Director effective January 23, 2026, succeeding Andrea Ayers.
Crew to become Chair of the Board effective October 1, 2026, when Donald Allan Jr. retires; the company says this returns to the non-executive Chair it previously disclosed.
Shane O'Kelly elected director effective January 23, 2026; he has been President and CEO of Advance Auto Parts since September 2023.
Andrea Ayers will continue as a director until she retires at the 2026 annual meeting; the filing says her decision did not involve any disagreement with the company.
Legato Merger Corp. IV, a Cayman Islands blank-check company, had its S-1 registration statement declared effective on January 22, 2026, and priced an initial public offering of 20,000,000 units at $10.00 per unit. This 8-K files the executed agreements, including the underwriting agreement with BTIG, LLC, and an amended and restated memorandum and articles of association. The company has no target business yet and intends to focus on infrastructure, industrial, artificial intelligence, and technology businesses, so shareholders will depend on a future business combination.
Registration statement declared effective January 22, 2026; offering priced at $10.00 per unit, or $200,000,000 in total.
Units began trading under the symbol LEGO U on NYSE American on January 23, 2026.
Each unit includes one ordinary share and one-third of one redeemable warrant, exercisable at $11.50 per share.
BTIG, LLC is sole book-running manager; underwriters hold a 45-day option to buy up to 3,000,000 additional units.
Leidos agreed on January 23, 2026 to buy ENTRUST Solutions Group, an engineering and design firm serving utilities, for a base price of $2.4 billion in cash, subject to customary adjustments. The company expects the deal to close in the second quarter of 2026 and says it will be immediately accretive to revenue growth and adjusted EBITDA margin, and accretive to non-GAAP diluted EPS in 2027.
Base purchase price of $2.4 billion in cash, adjusted for ENTRUST's cash, debt, transaction expenses and net working capital
Financing includes a $1.4 billion 364-day bridge facility from Citigroup, with the company also citing $500 million of cash on hand and $500 million of commercial paper in its investor presentation
Closing expected in Q2 2026, subject to HSR antitrust waiting period and other conditions; either party may terminate if the deal is not closed by August 14, 2026
Investor presentation shows pro forma gross leverage of 2.6x at close
Baker Hughes reported fourth-quarter 2025 results on January 25, 2026, with revenue flat year-over-year at $7.4 billion and GAAP net income down 26% to $876 million. Adjusted diluted EPS rose 12% to $0.78, and full-year adjusted EBITDA reached a record $4.8 billion, up 5%. The company projects mid-single-digit organic adjusted EBITDA growth for 2026.
Q4 2025 revenue was $7,386 million, flat year-over-year; IET revenue rose 9% while OFSE revenue fell 8%.
GAAP diluted EPS was $0.88 versus $1.18 a year earlier; adjusted diluted EPS was $0.78 versus $0.70.
Full-year 2025 free cash flow was $2,732 million, and IET orders reached a record $14.9 billion.
For 2026, the company expects mid-single-digit organic adjusted EBITDA growth, IET margins reaching its 20% target, and OFSE roughly flat.
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