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
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
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.
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
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.
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
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
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
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.
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.