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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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K2 Capital Acquisition closes $138 million IPO, funds placed in trust account

Neutral financing Written later 8.01

K2 Capital Acquisition Corp, a blank check company, consummated its initial public offering of 13,800,000 units at $10.00 per unit on January 30, 2026, generating gross proceeds of $138,000,000, all of which was deposited in a trust account for public shareholders. The company filed an audited balance sheet as of January 30, 2026 showing receipt of the offering and private placement proceeds, which sets out the trust funds available for a future business combination.

  • IPO of 13,800,000 units at $10.00 per unit, including full exercise of the over-allotment option, closed January 30, 2026
  • $138,000,000 of IPO and private placement proceeds deposited in the trust account for public shareholders
  • Each unit has one Class A ordinary share and one-fifth of one right to receive one ordinary share upon an initial business combination
  • Company has 18 months from the IPO closing to complete a business combination or redeem public shares
Read the filing on SEC.gov ↗

Colombier Acquisition Corp. III closes $299 million IPO of blank check company

Neutral financing Written later 1.013.025.025.038.01

Colombier Acquisition Corp. III closed its initial public offering of 29.9 million units on February 5, 2026, raising $299,000,000 in gross proceeds, including the full exercise of the underwriters' over-allotment option. The company is a blank check company formed to pursue a business combination, and the $299,000,000 was placed in a trust account that cannot be released until a business combination is completed, the company redeems public shares after its deadline, or a shareholder vote approves a change to that redemption obligation.

  • IPO of 29,900,000 units at $10.00 per unit, including 3,900,000 units from the over-allotment option, for gross proceeds of $299,000,000
  • Private placement of 150,000 units to the sponsor, Colombier Sponsor III LLC, at $10.00 per unit for $1,500,000
  • Trust account funded with $299,000,000; the company must complete a business combination within 24 months of closing, or 27 months if it has signed a letter of intent or definitive agreement
  • Units began trading on the NYSE on February 4, 2026; board includes Donald J. Trump, Jr., Chris Buskirk, Candice Willoughby, Blake Masters, Chamath Palihapitiya and Laura Ingraham
Read the filing on SEC.gov ↗
TOLToll Brothers, Inc. Feb 5, 4:37 PM ET

Toll Brothers amends $2.35 billion revolver, extends maturity to February 2031

Neutral financing Written later 1.01

Toll Brothers amended its $2.35 billion senior unsecured revolving credit agreement and its $650 million term loan agreement on February 5, 2026. The revolver's commitments rose to $2.375 billion and its maturity moved from February 7, 2030 to February 5, 2031, while the term loan's maturity was extended for $548,437,500 of outstanding loans. The amendments also removed the ten basis point SOFR credit spread adjustment, a routine change to borrowing terms that does not alter reported results in the filing.

  • Revolving credit commitments increased from $2.35 billion to $2.375 billion
  • Revolver maturity extended from February 7, 2030 to February 5, 2031
  • $548,437,500 of term loan maturity extended to February 5, 2031; $101,562,500 remains due February 7, 2030
  • SOFR credit spread adjustment of ten basis points removed from the revolver and substantially all term loans
Read the filing on SEC.gov ↗
XSLLXsolla SPAC 1 Feb 5, 4:37 PM ET

Xsolla SPAC 1 trust account reaches $204.2 million after over-allotment closing

Neutral financing Written later 8.01

Xsolla SPAC 1, a blank check company, said the underwriters' partial over-allotment option closed on February 2, 2026, adding 419,385 units at $10.00 each for $4,193,850 in gross proceeds. Net proceeds from those units and 3,146 additional private units sold to the sponsor for $31,460 were placed in the trust account, bringing its total to $204,193,850. The filing states the company has not selected a business combination target, so the trust funds remain held pending a future deal.

  • Over-allotment: 419,385 units at $10.00 per unit, closed February 2, 2026, for $4,193,850 in gross proceeds
  • Additional private units: 3,146 units sold to the sponsor for $31,460 on February 2, 2026
  • Trust account: total of $204,193,850 after the February 2, 2026 deposit, up from $200,000,000 from the January 30, 2026 IPO of 20,000,000 units
Read the filing on SEC.gov ↗
UACUnited Acquisition Corp. I Feb 5, 4:30 PM ET

United Acquisition Corp. I closes $100 million IPO and places proceeds in trust account

Neutral financing Written later 8.01

United Acquisition Corp. I, a Cayman Islands blank check company, completed its initial public offering of 10,000,000 units at $10.00 per unit on January 30, 2026, generating $100 million in gross proceeds. The full $100 million was placed in a trust account, and the company has 24 months to complete a business combination or return the trust funds to public shareholders.

  • 10,000,000 units sold at $10.00 each, generating $100,000,000 in gross proceeds on January 30, 2026
  • $100,000,000 placed in trust account with Continental Stock Transfer & Trust Company as trustee
  • Concurrent private placement generated $4,500,000 in gross proceeds, including 2,333,333 private placement warrants sold to the sponsor at $0.75 each
  • Company had $2,468,650 in cash as of January 30, 2026 and has 24 months from the IPO closing to complete a business combination
Read the filing on SEC.gov ↗
ABMABM INDUSTRIES INC /DE/ Feb 5, 4:20 PM ET

ABM Industries borrows $255.0 million term loan to help fund Iveagh acquisition

Neutral financing Written later 1.012.03

ABM Industries amended its credit agreement on February 3, 2026, and drew $255.0 million under a new incremental term loan. The company said the proceeds partly funded its previously disclosed acquisition of Iveagh New Opportunities Limited for about $275.0 million in cash. The amendment also raises the annual cap on shareholder payouts, which matters for dividend capacity.

  • Company incurred $255.0 million of a new First Incremental Term Loan on February 3, 2026
  • Term SOFR loans priced at 2.000% per annum and Base Rate loans at 1.000% until pricing grid applies after the quarter ending April 30, 2026
  • Restricted payments cap raised to the greater of $72.0 million and $1.16 per share, up from $50.0 million and $1.00 per share
  • Proceeds partly fund Iveagh acquisition with aggregate purchase price of approximately $275.0 million in cash
Read the filing on SEC.gov ↗
JPMJPMORGAN CHASE & CO Feb 5, 4:17 PM ET

JPMorgan Chase closes $3 billion subordinated notes offering due 2037

Neutral financing Written later 8.01

JPMorgan Chase & Co. closed a public offering of $3 billion in Fixed-to-Floating Rate Subordinated Notes due 2037 on February 5, 2026. The notes were registered under a Form S-3 shelf registration, and the filing adds a legal opinion on the notes as an exhibit. The filing gives no use of proceeds, so the effect on shareholders is not described.

  • Aggregate principal amount: $3 billion
  • Notes are Fixed-to-Floating Rate Subordinated Notes due 2037
  • Closed February 5, 2026, registered under Form S-3 (File No. 333-285537)
Read the filing on SEC.gov ↗
NEENEXTERA ENERGY INC Feb 5, 4:15 PM ET

NextEra Energy unit sells $1.3 billion of guaranteed debentures due 2031 and 2056

Neutral financing Written later 8.01

On February 5, 2026, NextEra Energy Capital Holdings, a wholly owned subsidiary, sold $700 million of 4.40% debentures due 2031 and $600 million of 5.85% debentures due 2056, both guaranteed by NextEra Energy. The filing mainly attaches legal opinions from counsel tied to the registered offering, so it is a routine financing step that adds to the parent group's debt.

  • $700 million of 4.40% debentures due March 1, 2031 sold February 5, 2026
  • $600 million of 5.85% debentures due March 1, 2056 sold February 5, 2026
  • Debentures are guaranteed by NextEra Energy, Inc. and were registered under the Securities Act of 1933
  • Exhibits include legal opinions from Squire Patton Boggs and Morgan, Lewis & Bockius dated February 5, 2026
Read the filing on SEC.gov ↗
TAT&T INC. Feb 5, 4:15 PM ET

AT&T closes $6.5 billion sale of Global Notes due 2031 to 2056

Neutral financing Written later 8.01

On February 5, 2026, AT&T closed the sale of five series of Global Notes with total principal of $6.5 billion, maturing from 2031 to 2056. The notes were sold under an underwriting agreement dated January 29, 2026, and were registered under a previously filed Form S-3. The filing adds the related legal documents to AT&T's registration statement and does not describe any change to operations or results.

  • Five tranches: $1.5 billion of 4.400% notes due 2031, $1.25 billion of 4.750% notes due 2033, $1.25 billion of 5.125% notes due 2036, $850 million of 5.850% notes due 2046 and $1.65 billion of 6.000% notes due 2056.
  • Underwriting agreement dated January 29, 2026, with BofA Securities, Deutsche Bank Securities, Morgan Stanley, MUFG Securities Americas, TD Securities and Wells Fargo Securities as representatives.
  • Notes were issued under an indenture dated May 15, 2013, with The Bank of New York Mellon Trust Company, N.A., as trustee.
Read the filing on SEC.gov ↗
ORCLORACLE CORP Feb 5, 4:01 PM ET

Oracle issues 100 million depositary shares of mandatory convertible preferred stock

Neutral financing Written later 1.013.035.03

Oracle sold 100,000,000 depositary shares, each representing a 1/2,000th interest in its 6.50% Series D Mandatory Convertible Preferred Stock, under an underwriting agreement dated February 2, 2026; the offering closed February 5, 2026. Until the preferred stock is converted or redeemed, Oracle cannot pay common stock dividends or buy back common shares unless all accumulated preferred dividends have been paid, and the preferred stock converts into common shares on January 15, 2029 based on a 20-day average price, which will determine how many new common shares are issued.

  • 100,000,000 depositary shares sold under an underwriting agreement dated February 2, 2026; the offering closed February 5, 2026.
  • Each depositary share represents a 1/2,000th interest in a share with a $100,000 liquidation preference.
  • Dividends accrue at 6.50% a year, payable January 15, April 15, July 15 and October 15 from April 15, 2026 through January 15, 2029.
  • Mandatory conversion into between 499.8126 and 624.7657 common shares per preferred share, based on the 20-day VWAP ending before January 15, 2029.
Read the filing on SEC.gov ↗
MKSIMKS INC Feb 5, 8:39 AM ET

MKS closes €1.0 billion notes offering and refinances term loans at lower rates

Positive financing Written later 1.012.037.01

MKS Inc. closed a private offering of €1.0 billion of 4.250% senior notes due 2034 on February 4, 2026, and used the proceeds with cash on hand to prepay about $1.3 billion of its U.S. dollar term loan. The same day it refinanced its term loans and revolving credit facility at lower interest margins, and the company expects about $27 million in annualized cash interest savings. For shareholders, the filing points to lower borrowing costs and longer debt maturities, while the company also takes on €1.0 billion of new senior unsecured debt.

  • €1.0 billion of 4.250% senior notes due February 15, 2034 were sold in a private offering completed February 4, 2026.
  • Proceeds plus cash on hand prepaid about $1.3 billion of the $2.2 billion USD tranche B term loan.
  • The USD tranche B term loan margin fell from 2.00% to 1.75% (SOFR), and the revolver now matures in 2031.
  • The company expects annualized cash interest savings of approximately $27 million from the combined actions.
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.