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8-K filings in February 2026, explained

1,673 material Form 8-K filings that 1,260 companies we cover made with the SEC in February 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).

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COOCOOPER COMPANIES, INC. Feb 3, 9:58 PM ET

Cooper Companies extends $950 million of term loans to 2031 under amended credit deal

Neutral financing Written later 1.01

Cooper Companies amended its 2021 term loan and 2024 revolving credit agreement on February 3, 2026, with PNC Bank as administrative agent. The changes extend the maturity of $950 million of term loans to February 3, 2031, and remove the credit spread adjustment across the facilities.

  • $950 million of term loans now mature February 3, 2031; $550 million keeps its existing maturity date
  • Incremental term loan cap raised to the greater of $1.365 billion and 100% of consolidated EBITDA
  • Pricing can now be based on non-credit enhanced senior unsecured debt ratings or the existing net indebtedness to EBITDA ratio, at the company's option
  • The 2024 revolving credit agreement amendment conforms its terms to the 2021 loan changes, including removing the credit spread adjustment
Read the filing on SEC.gov ↗

White Pearl Acquisition closes $115 million IPO; $115 million placed in trust

Neutral financing Written later 1.013.025.038.01

White Pearl Acquisition Corp., a blank check company, closed its initial public offering of 11,500,000 units at $10.00 per unit on February 3, 2026, including the full exercise of the underwriters' over-allotment option. The company said $115,000,000 of IPO and private placement proceeds was deposited in a trust account for public shareholders, and the company must complete an initial business combination to use the funds as described in the filing.

  • IPO of 11,500,000 units at $10.00 each, for gross proceeds of $115,000,000, closed February 3, 2026
  • Units include 1,500,000 units from the full exercise of the over-allotment option
  • Private placement of 290,000 private units to sponsor White Pearl Group Limited for $2,900,000
  • Trust account funded with $115,000,000 as of February 3, 2026; units began trading on the NYSE as WPACU on February 2, 2026
Read the filing on SEC.gov ↗
UNITUniti Group Inc. Feb 3, 4:38 PM ET

Uniti Group's subsidiary completes $960.1 million fiber note offering secured by assets

Neutral financing Written later 1.012.03

Uniti Group Inc. disclosed that a bankruptcy-remote subsidiary, Kinetic ABS Issuer LLC, completed a private offering of $960.1 million in secured fiber network revenue term notes on January 30, 2026, due in February 2031 on an anticipated repayment basis. The notes are secured by fiber network assets and residential customer contracts in five states, and the company says proceeds may fund general corporate purposes, including capital expenditures and debt repayment. The filing also sets up a revolving variable funding note facility of up to $150 million, which adds committed borrowing capacity if drawn.

  • Term notes total $960.1 million: $677.7 million Class A-2 at 5.219%, $113.0 million Class B at 5.561%, and $169.4 million Class C at 7.653%.
  • Variable funding notes of up to $150 million have an initial anticipated repayment date of February 2029, and interest is SOFR or base rate plus 1.75%.
  • Interest payments are due monthly on the 25th starting March 25, 2026; legal final maturity is February 2056.
  • Proceeds are intended for general corporate purposes, which may include success-based capital expenditures and repayment of outstanding debt.
Read the filing on SEC.gov ↗
ARANTERO RESOURCES Corp Feb 3, 4:29 PM ET

Antero Resources borrows $1.5 billion under new term loan to partly fund HG acquisition

Neutral financing Written later 1.012.012.038.01

On February 3, 2026, Antero Resources entered a $1.5 billion unsecured term loan with Royal Bank of Canada as administrative agent and borrowed the full amount in one draw to partially fund the Antero Resources HG Acquisition, which the filing reports as completed. The loan adds direct debt that matures on February 3, 2029 and carries variable interest, so shareholders will bear its cost and covenant limits.

  • $1.5 billion borrowed on February 3, 2026 under the Term Loan A Facility, with Royal Bank of Canada as administrative agent
  • Facility matures February 3, 2029, is unsecured, is not guaranteed by subsidiaries, and does not amortize
  • Variable interest at Term SOFR or Alternate Base Rate plus an Applicable Rate of 1.125% to 2.00% for Term SOFR loans
  • Covenant requires total indebtedness to capitalization of 65% or less at each fiscal quarter end; December 22, 2025 amendment to the HG purchase agreement also disclosed
Read the filing on SEC.gov ↗
LBRTLiberty Energy Inc. Feb 3, 4:28 PM ET

Liberty Energy amends credit agreement to permit $600 million bridge loan

Neutral financing Written later 1.012.038.01

Liberty Energy amended its credit agreement with JPMorgan Chase Bank, N.A. as administrative agent, allowing it to take on up to $600 million of new bridge loan debt that must be incurred by June 30, 2026. The amendment also raises the permitted convertible debt basket from $300 million to $600 million and would accelerate the maturity of the $750 million revolving credit facility if bridge debt is still outstanding 91 days before its maturity.

  • Amendment dated February 3, 2026 permits up to $600 million of bridge loan indebtedness.
  • Bridge loans must be incurred on or before June 30, 2026, with scheduled maturity no later than 365 days from incurrence.
  • Permitted convertible indebtedness basket increased from $300 million to $600 million.
  • Revolving credit facility maturity accelerates to 91 days before any outstanding bridge loan's maturity.
Read the filing on SEC.gov ↗
SPHRSphere Entertainment Co. Feb 3, 4:15 PM ET

Sphere Entertainment unit MSG Las Vegas signs $550 million credit facilities with JPMorgan

Neutral financing Written later 1.012.03

On January 29, 2026, MSG Las Vegas, LLC, an indirect subsidiary of Sphere Entertainment Co., entered a credit agreement with JPMorgan Chase Bank providing a $275 million term loan to refinance an existing term loan and a $275 million revolving credit facility. The facilities are secured by the subsidiary's assets, including its leasehold interest in the land under the Las Vegas Sphere, and are guaranteed by Sphere Entertainment Group, so shareholders should note the new secured, floating-rate debt and its covenants. The filing does not report any effect on earnings.

  • $275 million senior secured term loan to refinance an existing term loan, plus a $275 million senior secured revolving credit facility, dated January 29, 2026
  • Facilities mature January 29, 2031; term loan amortizes at 5% per year in quarterly installments beginning after the second anniversary of closing
  • Floating interest: Term SOFR plus 2.50% to 3.00%, or Alternative Base Rate plus 1.50% to 2.00%, based on total leverage ratio
  • Covenants tested quarterly: minimum debt service coverage ratio of 2.50:1.00 and maximum total leverage ratio of 3.50:1.00
Read the filing on SEC.gov ↗
RYNRAYONIER INC Feb 3, 9:29 AM ET

Rayonier enters $1.8 billion senior unsecured credit agreement after PotlatchDeltic merger

Neutral financing Written later 1.012.035.02

On January 30, 2026, Rayonier and several subsidiaries entered into a Second Amended and Restated Credit Agreement with CoBank as administrative agent, governing senior unsecured credit facilities totaling $1,809.5 million. The agreement amends and restates Rayonier's prior credit agreement and PotlatchDeltic's term loan agreement, and it follows the completion of the merger of equals with PotlatchDeltic on the same date. Separately, Executive Vice President and Chief Resource Officer Douglas M. Long informed the company he will retire effective February 13, 2026.

  • Credit facilities total $1,809.5 million: a $200 million revolver maturing August 15, 2030, $600 million of Rayonier term loans, and $1,009.5 million of PotlatchDeltic term loans
  • Weighted average interest rates as of January 30, 2026 were 5.43% on Rayonier term loans and 5.74% on PotlatchDeltic term loans
  • Douglas M. Long, EVP and Chief Resource Officer, will retire effective February 13, 2026
Read the filing on SEC.gov ↗

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.