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).
Cincinnati Financial's board declared a regular quarterly cash dividend of 94 cents per share, up 8% from the 87-cent dividend paid January 15, 2026. The same day, the company named three associates as executive officers and elected them to the boards of its property casualty subsidiaries, a routine change in leadership roles.
Quarterly dividend of 94 cents per share, up 8% from 87 cents
Dividend payable April 15, 2026, to shareholders of record as of March 24, 2026
Luyang Fu, Ph.D., named senior vice president and chief actuary
R. Phillip Sandercox named senior vice president, heading Cincinnati Re; Andrew M. Schnell named senior vice president and treasurer
Tompkins Financial reported fourth-quarter 2025 GAAP diluted earnings per share of $6.70, up from $1.37 a year earlier, with net income of $96.2 million. The increase was driven mainly by a $188.2 million pre-tax gain on the sale of Tompkins Insurance Agencies to Arthur J. Gallagher & Co., partly offset by a $78.7 million pre-tax loss on securities sales. The company also declared a $0.67 per-share dividend, and its non-GAAP operating diluted EPS was $1.78.
GAAP diluted EPS of $6.70 for Q4 2025 vs. $1.37 for Q4 2024; net income of $96.2 million vs. $19.7 million
Sale of Tompkins Insurance Agencies to Arthur J. Gallagher & Co. for about $223.0 million in cash produced a $188.2 million pre-tax gain
Sale of $564.2 million of available-for-sale securities produced a $78.7 million pre-tax loss; non-GAAP operating diluted EPS was $1.78
Board declared $0.67 per share dividend on January 29, 2026, payable February 22, 2026, to holders of record February 13, 2026
Moog reported record fiscal first quarter 2026 net sales of $1.1 billion, up 21% from the prior-year quarter, and diluted earnings per share of $2.46, up 38%. The company raised its fiscal 2026 net sales and adjusted EPS guidance, while free cash flow was a use of $79 million in the quarter.
Net sales rose 21% to $1.1 billion; diluted EPS was $2.46 versus $1.78 a year earlier
FY 2026 net sales guidance raised to $4.3 billion from $4.2 billion; adjusted diluted EPS guidance raised to $10.20 from $10.00
Free cash flow was negative $79 million in the quarter, driven primarily by inventory build and payment timing
Board declared a quarterly dividend of $0.30 per share, payable February 26, 2026, to holders of record as of February 17, 2026
Franklin Resources reported first-quarter fiscal 2026 results for the quarter ended December 31, 2025, with net income attributable to the company of $255.5 million, or $0.46 per diluted share, up from $163.6 million, or $0.29, a year earlier. Operating revenues were $2,327.1 million, up 3% from a year earlier but down 1% from the prior quarter, and long-term net inflows were $28.0 billion. The company's own adjusted diluted earnings per share were $0.70, compared with $0.59 a year earlier.
Net income attributable to Franklin Resources was $255.5 million, or $0.46 per diluted share, versus $163.6 million, or $0.29, a year earlier and $117.6 million, or $0.21, in the prior quarter.
Operating revenues were $2,327.1 million, up 3% year over year and down 1% from the prior quarter; operating income was $281.0 million.
Long-term net inflows were $28.0 billion, compared with net outflows of $11.9 billion in the prior quarter; ending AUM was $1,684.0 billion.
Adjusted diluted earnings per share, a non-GAAP measure, were $0.70, versus $0.67 in the prior quarter and $0.59 a year earlier.
Verizon said its 2026 earnings and cash flow expectations rest on significant changes to its cost structure and market strategy. The company plans to return about $55 billion to stockholders through dividends and buybacks through the end of 2028, and its board declared a higher quarterly dividend and a new $25 billion share repurchase authorization.
Quarterly dividend declared at $0.7075 per share, payable May 1, 2026, to holders of record on April 10, 2026
Annualized dividend increase of $0.07 per share, or 2.5%
New share repurchase program authorized for up to $25 billion of common stock
Company expects to repurchase at least $3 billion of common stock in 2026
WisdomTree reported fourth quarter 2025 operating revenues of $147.4 million and net income of $40.0 million, or $0.28 per diluted share, compared with $0.13 per share in the third quarter of 2025 and $0.18 in the fourth quarter of 2024. The company attributed the revenue growth mainly to the Ceres Acquisition, and its board declared a $0.03 quarterly dividend.
Operating revenues were $147.4 million, up 17.4% from the third quarter of 2025 and 33.2% from the fourth quarter of 2024.
Net income was $40.0 million, or $0.28 per diluted share, versus $27.3 million and $0.18 per share in the fourth quarter of 2024.
Ending assets under management were $144.5 billion, with net outflows of $0.3 billion in the quarter.
The $0.03 per share dividend is payable February 25, 2026 to stockholders of record on February 11, 2026.
IES Holdings reported fiscal 2026 first-quarter revenue of $871 million, up 16%, and operating income of $97.7 million, up 31%. Diluted EPS was $4.51 versus $2.72, though the result includes a $16.9 million unrealized gain on marketable securities, and the company completed its $192.0 million acquisition of Gulf Island Fabrication after quarter end.
Revenue of $871 million, up 16% from $750 million; operating income of $97.7 million, up 31% from $74.6 million.
Diluted EPS of $4.51 vs $2.72; diluted adjusted EPS of $3.71 vs $2.64, excluding the $16.9 million securities gain.
Residential revenue fell 11% to $284.1 million, and segment operating income dropped to $8.9 million from $23.8 million.
Acquired Gulf Island Fabrication in January 2026 for an aggregate equity value of $192.0 million; the company reported $88.8 million cash and no debt at quarter end.
Air Products reported first quarter fiscal 2026 results on January 30, 2026, with GAAP operating income of $735 million, up 14%, and GAAP EPS of $3.04, up 10%. Adjusted EPS of $3.16 was above the top end of the company's guidance, and it kept its full-year fiscal 2026 adjusted EPS guidance of $12.85 to $13.15, which matters to shareholders because it signals management's expectations for the year.
First quarter sales of $3.1 billion rose 6%, while volumes were flat due to lower helium demand.
Adjusted EPS of $3.16 rose 10% and exceeded the top end of prior guidance; adjusted operating income of $757 million rose 12%.
Fiscal 2026 second quarter adjusted EPS guidance is $2.95 to $3.10; full-year capital expenditures are still expected to be about $4.0 billion.
Quarterly dividend increased to $1.81 per share, the 44th consecutive year of dividend increases.
American Express reported full-year 2025 revenue net of interest expense of $72.2 billion, up 10%, and diluted EPS of $15.38, up 10% from $14.01. The company forecast 2026 revenue growth of 9% to 10% and EPS of $17.30 to $17.90, and plans to raise its quarterly dividend about 16%. These figures point to continued growth and higher dividend payments for shareholders, though the 2026 outlook is forward-looking and subject to the risks listed in the filing.
Full-year 2025 net income was $10.8 billion, up 7% from $10.1 billion; EPS excluding the prior-year Accertify gain rose 15% to $15.38.
Fourth-quarter 2025 net income was $2.46 billion, up 13%, and diluted EPS was $3.53, up 16%.
2026 guidance calls for revenue growth of 9% to 10% and EPS of $17.30 to $17.90.
The quarterly dividend is planned to rise about 16%, from $0.82 to $0.95 per share, starting with the first-quarter 2026 declaration.
Aon reported fourth-quarter and full-year 2025 results on January 30, 2026. Q4 revenue rose 4% to $4.3 billion and full-year revenue rose 9% to $17.2 billion, with 6% full-year organic growth. Q4 diluted EPS jumped 138%, reflecting $1.2 billion of other income that primarily came from gains on the sale of NFP Wealth, while adjusted EPS rose 10%. Aon also introduced 2026 guidance calling for mid-single-digit or greater organic revenue growth and 70 to 80 basis points of adjusted operating margin expansion.
Q4 2025 total revenue was $4.3 billion, up 4%, with 5% organic revenue growth.
Q4 diluted EPS was $7.82 versus $3.28; adjusted EPS was $4.85 versus $4.42.
Full-year 2025 revenue was $17.2 billion, up 9%; diluted EPS was $17.02 versus $12.49, and adjusted EPS was $17.07 versus $15.60.
2026 guidance: mid-single-digit or greater organic revenue growth, 70 to 80 basis points of adjusted operating margin expansion, strong adjusted EPS growth and double-digit free cash flow growth.
Flagstar Bank reported net income attributable to common stockholders of $21 million, or $0.05 per diluted share, for the fourth quarter ended December 31, 2025, compared with a net loss of $45 million in the third quarter. For the full year 2025, the bank reported a net loss attributable to common stockholders of $210 million, or $0.50 per diluted share, versus $1,153 million in 2024. Shareholders see a return to quarterly profit, though the company still posted a full-year loss.
Q4 2025 net income attributable to common stockholders was $21 million, or $0.05 per diluted share, versus a $45 million loss ($0.11 per share) in Q3 2025 and a $196 million loss ($0.47 per share) in Q4 2024.
Full-year 2025 net loss attributable to common stockholders was $210 million, or $0.50 per diluted share, compared with a $1,153 million loss ($3.49 per share) for 2024.
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.