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).
Muzero Acquisition Corp closed its initial public offering on February 2, 2026, selling 20,125,000 units at $10.00 per unit for gross proceeds of $201,250,000, including the full exercise of the underwriter's over-allotment option. The filing says the full $201,250,000 was placed in a U.S.-based trust account, and funds generally stay there until a business combination is completed or public shares are redeemed, so shareholder capital depends on the company's later combination or liquidation.
IPO closed February 2, 2026: 20,125,000 units at $10.00 each, including 2,625,000 over-allotment units, for gross proceeds of $201,250,000.
$201,250,000 placed in trust account held by Continental Stock Transfer & Trust Company, which includes a $7,043,750 deferred underwriter discount.
Private placement of 486,875 units at $10.00 each to the Sponsor (335,938 units) and BTIG, LLC (150,937 units).
Sheldon Trainor-DeGirolamo, Patrick Aber, Hope Ni and Derek Reisfield joined the board on January 29, 2026; Patrick Aber and Steven Maksymyk became Chief Operating Officer and Chief Strategy Officer.
Bank of Hawaii Chairman and CEO Peter S. Ho will retire on March 31, 2026, after a 33-year career with the company. President and Chief Banking Officer James C. Polk will become President and CEO on April 1, 2026, and join the Board, while Raymond P. Vara, Jr. becomes Non-Executive Chairman on the same date. The filing describes a planned succession, though it reports no financial results.
Peter S. Ho retires as CEO and from the Board effective March 31, 2026; he will serve as a consultant through the end of 2027
James C. Polk becomes President and CEO effective April 1, 2026, with an annual base salary of $825,000
Raymond P. Vara, Jr., Lead Independent Director, becomes Non-Executive Chairman effective April 1, 2026
CorVel Corporation reported results for the three and nine months ended December 31, 2025, in a press release furnished as Exhibit 99.1 to a Form 8-K dated February 3, 2026. Both nine-month revenue and diluted earnings per share rose, and third-quarter revenue and diluted EPS also increased year over year, which indicates improved results for shareholders.
Nine-month revenue was $710 million, up 7% from $664 million a year earlier.
Nine-month diluted EPS was $1.53, up 16% from $1.32.
Third-quarter revenue was $236 million, up 3%, and diluted EPS was $0.47, up from $0.46.
The company ended the quarter with $230 million in cash and no borrowings and repurchased $13.4 million of common stock during the quarter.
On February 2, 2026, subsidiary Amneal Pharmaceuticals LLC amended its term loan credit agreement with JPMorgan Chase Bank, N.A. as administrative agent. Existing loans were converted into new term loans of $1,960,076,527.50, and a new term loan of $134,673,472.50 was added, with proceeds used to prepay the remaining existing loans. The company estimates annualized cash interest savings of approximately $11 million, and the August 1, 2032 maturity is unchanged.
Interest margin reduced by 50 basis points to 2.00% (base rate loans) and 3.00% (SOFR-based loans)
Converted term loans totaling $1,960,076,527.50 and a new term loan of $134,673,472.50
Estimated annualized cash interest savings of approximately $11 million; maturity remains August 1, 2032
Amendment allows a repricing transaction without a prepayment premium after August 2, 2026
PepsiCo reported fourth-quarter 2025 net revenue of $29.3 billion, up from $27.8 billion a year earlier, and EPS of $1.85 versus $1.11. For the full year, net revenue rose 2.3% to $93.9 billion, but EPS fell to $6.00 from $6.95, mainly due to impairment charges of $1.99 billion, primarily related to the Rockstar brand. The company affirmed its 2026 guidance and raised its annualized dividend 4% to $5.92 per share, while announcing a new buyback of up to $10 billion through February 28, 2030.
Q4 2025 net revenue $29,343 million vs. $27,784 million; EPS $1.85 vs. $1.11 (up 68%)
Full-year 2025 net revenue $93,925 million vs. $91,854 million (up 2.3%); EPS $6.00 vs. $6.95 (down 14%)
Full-year 2025 impairment of intangible assets $1,993 million, primarily related to the Rockstar brand
2026 guidance affirmed: organic revenue growth 2% to 4%, core constant currency EPS growth 4% to 6%; dividend to $5.92 from $5.69 per share, payable June 2026
Broadridge expanded its Board from eight to 10 members and appointed Trish Mosconi and Christopher Perry as directors, effective February 2, 2026. Director Brett Keller will resign effective April 30, 2026, and the filing says his decision did not result from any disagreement with the company. For shareholders, the filing reports a board change but no change to the chief executive or chief financial officer.
Board size increased from eight to 10 members effective February 2, 2026; eight of the 10 are independent, including Chairperson Eileen K. Murray.
Trish Mosconi joins the Audit and Compensation Committees; she is a Senior Advisor at Boston Consulting Group and previously served as Executive Vice President and Chief Strategy Officer at Synchrony Financial.
Christopher Perry, Broadridge's President since 2020 and an employee since 2014, joins the Board and will receive no additional compensation for the role.
Brett Keller, a director since 2015, resigns effective April 30, 2026, to take a full-time missionary leadership assignment in Japan.
KRAKacquisition Corp, a blank check company, closed its initial public offering of 34,500,000 units on January 29, 2026, including units from the full exercise of the underwriters' over-allotment option. Gross proceeds were $345 million before underwriting discounts, commissions and offering expenses, and $345 million of the net proceeds and private placement was placed in a trust account. The company has not selected a business combination target, and trust funds are generally not released until a business combination, a shareholder-vote redemption, or redemption of public shares if no combination is completed within 24 months.
January 29, 2026: IPO closed at 34,500,000 units priced at $10.00 each, for gross proceeds of $345 million
Sponsor NCTK Sponsor LLC bought 2,250,000 private placement warrants at $1.00 each, for $2,250,000 in proceeds
$345 million placed in trust account for Class A ordinary shareholders; the company has 24 months from the IPO closing to complete a business combination
No business combination target has been selected, and the filing states no substantive target discussions have occurred
SPX Technologies disclosed that J. Randall Data, its President of Global Operations and Data Center Solutions, informed the company on February 2, 2026 of his decision to retire. The retirement takes effect March 20, 2026, and the filing does not name a successor or describe any financial impact.
J. Randall Data, President, Global Operations and Data Center Solutions, will retire
Retirement effective March 20, 2026; notice given February 2, 2026
Filing does not name a successor or give reasons for the retirement
Greif reported fiscal first quarter 2026 results for the three months ended December 31, 2025. Adjusted EBITDA rose 24.0% to $122.5 million, and adjusted net income rose 146.3% to $26.6 million, while net sales fell to $994.8 million from $1,016.7 million. The company reaffirmed its low-end fiscal 2026 guidance of $630 million Adjusted EBITDA and $315 million Adjusted free cash flow.
Adjusted EBITDA rose to $122.5 million from $98.8 million, driven in part by $65.0 million of run-rate cost optimization.
Adjusted net income was $26.6 million, or $0.48 per diluted Class A share, versus $10.8 million, or $0.20, a year earlier.
Net sales were $994.8 million versus $1,016.7 million, and net cash used in operating activities was $24.4 million.
About $130.0 million of share repurchases were completed in the quarter, and the Board authorized an additional $300.0 million of future repurchases.
Terex completed its acquisition of REV Group, converting each REV share into 0.9809 Terex shares plus $8.71 in cash, and REV stock has stopped trading on the NYSE. The filing says the combined company expects $75 million of run-rate synergies in 2028, with about 50% to be achieved over the next twelve months, but gives no financial results for the combined company.
Each REV common share converted into 0.9809 Terex common shares plus $8.71 in cash, per the Merger Agreement dated October 29, 2025.
Board size increased to twelve; five former REV directors appointed effective at the Effective Time, and Paula H. J. Cholmondeley and Christopher Rossi resigned from the board.
Press release dated February 2, 2026 projects $75 million of run-rate synergies in 2028, with approximately 50% to be achieved over the next twelve months.
Effective February 1, 2026, MDB Capital Holdings appointed Jeb Terry as an independent director and audit committee member, and director Susanne Meline resigned to retire. The filing describes Mr. Terry's investment background and his compensation, which includes a $50,000 annual cash payment and an option award for up to 100,000 Class A Shares.
Jeb Terry Sr., age 73, appointed independent director effective February 1, 2026, and will serve on the audit committee.
Mr. Terry's initial term runs until the next annual meeting of stockholders.
Compensation includes a $50,000 annual cash payment and an option for up to 100,000 Class A Shares under the 2022 Equity Incentive Plan.
Susanne Meline resigned from the Board effective February 1, 2026, to pursue retirement; the filing does not state a replacement.
Ashland reported first-quarter fiscal 2026 sales of $386 million, down 5% from $405 million a year earlier, and Adjusted EBITDA of $58 million, down 5%. The company narrowed its full-year Adjusted EBITDA guidance to $400 million to $420 million from $400 million to $430 million, citing about $11 million of temporary impacts from the Calvert City startup delay and weather disruptions, isolated to the second quarter.
Sales $386 million, down 5% from $405 million; Adjusted EBITDA $58 million, down 5% from $61 million
Net loss of $12 million, or $(0.26) per diluted share, versus a $165 million loss a year earlier that included the Avoca impairment
Fiscal 2026 Adjusted EBITDA guidance narrowed to $400 million to $420 million from $400 million to $430 million
Calvert City startup delay and recent weather disruptions cited for approximately $11 million of temporary impacts in the second quarter
On January 27, 2026, Unitil's Compensation Committee approved revised practices for restricted stock awards to executive officers and senior managers, changing only the treatment of dividends on those awards. The same day, the company granted restricted and unrestricted shares to its CEO, CFO and other named executive officers, with vesting tied to return on equity and book value per share goals.
Revised practices approved January 27, 2026; prior practices adopted January 24, 2023
CEO Thomas P. Meissner, Jr. received 8,090 time-restricted and 8,090 performance-restricted shares, plus 310 unrestricted shares
Performance-restricted shares depend on three-year average return on common equity and book value per share growth for the period ending December 31, 2028
Armstrong World Industries disclosed that its General Counsel, Austin K. So, has agreed to separate from the company effective April 1, 2026, as part of a broader board and management transition. The filing also references previously announced appointments of a new Executive Chair and a new President and Chief Executive Officer, effective the same date.
Separation agreement with Senior Vice President, General Counsel, Austin K. So finalized January 27, 2026; effective April 1, 2026
Separation is part of a broader board and management transition also effective April 1, 2026
No changes to Mr. So's compensatory arrangements; benefits governed by a Severance Agreement dated February 1, 2022 and applicable equity award agreements
Lazard, Inc. appointed Tracy Farr, a Managing Director in its Capital Structure Advisory group, as Chief Financial Officer effective February 1, 2026. Mary Ann Betsch steps down as CFO and serves as Senior Advisor to the CEO through June 30, 2026, when her service ends. The filing reports no financial results; the press release says fourth quarter and full year 2025 results were announced the same day, but the figures are not included in this filing.
Farr's salary rises to $750,000 and he is eligible for a discretionary annual bonus set by the Compensation Committee.
Betsch will receive a full 2025 annual bonus equal to her 2024 bonus, but no pro rata bonus for 2026.
Lazard expects deferred incentive awards originally due to vest March 1, 2026 to vest and settle on one or more earlier dates in February 2026.
Farr must give three months' written notice to terminate his employment.
Element Solutions completed its acquisition of Micromax on February 2, 2026, for approximately $500 million, subject to adjustments. The company funded the purchase with a $450 million add-on to its existing term loans, together with available cash, and replaced its $375 million revolving credit facility with a $500 million facility maturing in 2031.
$450 million add-on to existing term loans, maturing December 18, 2030, at Term SOFR plus 1.75% with a 0% floor
New $500 million revolving credit facility replaces the $375 million facility, upsizing it by $125 million and extending maturity to February 2, 2031
Micromax acquisition closed February 2, 2026, for approximately $500 million, subject to adjustments
Swaps convert $350 million of the new term loans into fixed-rate euro-denominated debt through December 2029
On January 29, 2026, Walker & Dunlop and its operating subsidiary amended their warehousing credit agreement with PNC Bank to, among other things, reduce the applicable daily floating Term SOFR rate. The company continues to guarantee the subsidiary's obligations under the amended agreement, so the change lowers the borrowing cost on this facility without changing the company's guarantee.
Sixteenth Amendment to the Second Amended and Restated Warehousing Credit and Security Agreement dated January 29, 2026, with PNC Bank, National Association, as lender
The amendment reduces the Applicable Daily Floating Term SOFR Rate; the filing does not state the amount of the reduction
The company continues to guarantee Walker & Dunlop, LLC's obligations under the agreement; the filing does not state the facility size
The amendment is filed as Exhibit 10.1 to the 8-K, which was signed February 2, 2026
Encompass Health's board elected Cain A. Hayes as a director on January 30, 2026, and the company announced the appointment on February 2, 2026. The board has determined Hayes is independent under NYSE listing standards, and he has not yet been named to a committee. The filing reports no financial results or guidance, so the change is a board-composition update rather than a direct financial event.
Board elected Cain A. Hayes as director on January 30, 2026, on the recommendation of the Nominating/Corporate Governance Committee
Board has determined Hayes is independent under NYSE listing standards; no committee assignment yet
Hayes retired as president and CEO of Point32Health, Inc. in 2024 and previously led Gateway Health Plan, Inc.
Compensation follows the standard nonemployee director practices described in the April 1, 2025 proxy statement
New Jersey Resources reported first-quarter fiscal 2026 net income of $122.5 million ($1.22 per share), down from $131.3 million a year earlier, as the prior-year period included a gain on the sale of Clean Energy Ventures' residential solar assets. The company raised its fiscal 2026 net financial earnings per share guidance to $3.28 to $3.43 from $3.03 to $3.18, a $0.25 increase, citing Energy Services performance in January 2026.
Q1 net income $122.5 million ($1.22 per share) vs. $131.3 million ($1.32) a year earlier; net financial earnings $118.2 million ($1.17 per share) vs. $128.9 million ($1.29)
Fiscal 2026 NFEPS guidance raised to $3.28 to $3.43 from $3.03 to $3.18; long-term 7% to 9% NFEPS growth target maintained
Total operating revenues rose to $604.9 million from $488.4 million; Energy Services NFE increased to $16.3 million from $7.8 million
Clean Energy Ventures NFE fell to $9.6 million from $48.1 million, mainly due to the November 2024 one-time gain on sale
Nordson signed an amended and restated credit agreement on January 30, 2026, creating a $1.2 billion senior unsecured multicurrency revolving credit facility that matures January 30, 2031. The company used proceeds to repay and retire $248.0 million of term loans under its prior credit facility.
Facility size: $1,200 million senior unsecured multicurrency revolving credit, maturing January 30, 2031
Sub-limits include $85 million for standby letters of credit, $100 million for swingline loans, and the equivalent of $425 million for certain multicurrency borrowings
Proceeds may fund working capital, acquisitions and general corporate purposes, including refinancing existing debt
Nordson used $248.0 million of proceeds to repay and retire term loans under its prior credit facility
United Airlines Holdings issued $1 billion of 5.375% senior notes maturing March 1, 2031, in a public offering on February 2, 2026, with United Airlines, Inc. guaranteeing the notes. The filing describes covenants limiting liens and mergers, and redemption and change-of-control terms, but does not state how the proceeds will be used.
Principal amount of $1 billion, issued February 2, 2026, maturing March 1, 2031
Interest of 5.375% per year, paid semi-annually on March 1 and September 1, starting September 1, 2026
Redeemable before September 1, 2030 at the greater of par or a make-whole amount; at par plus accrued interest on or after that date
Holders may require repurchase at 101% of principal plus accrued interest after a change of control triggering event, unless redeemed or a third-party offer is made
Evertec's Brazilian subsidiary agreed on February 2, 2026 to buy all outstanding common shares of Dimensa S.A. from TOTVS S.A. for approximately R$950 million, or about $181 million at current exchange rates, subject to customary adjustments. The company expects to fund the deal with existing liquidity, and closing is expected in the second quarter of 2026, subject to conditions including CADE antitrust approval. The filing does not include Dimensa's financial results, so shareholders cannot yet gauge the deal's effect on Evertec's earnings.
Purchase price of approximately R$950 million (about $181 million at current exchange rates), funded with existing liquidity
Expected closing in the second quarter of 2026, subject to conditions including final approval from Brazil's antitrust authority, CADE
A transitional services agreement would run six months after closing; either side may terminate if the deal is not completed within 180 days of signing
Sezzle Inc. announced it will release its fourth quarter and full year 2025 results after the market close on February 25, 2026, with a conference call at 5:00 p.m. Eastern Time that day. The filing contains no financial results, so it gives shareholders a date to watch rather than new performance figures.
Fourth quarter and full year 2025 results due after market close on February 25, 2026
Conference call and webcast set for 5:00 p.m. ET on February 25, 2026
Management to appear at Wolfe Research FinTech Forum on March 10, 2026 and Oppenheimer Non-Deal Roadshow on March 11, 2026
United States Lime & Minerals reported fourth-quarter 2025 revenue of $87.9 million, up 9.8% from a year earlier, and full-year revenue of $372.7 million, up 17.3%. Net income for 2025 rose 23.4% to $134.3 million, or $4.67 per diluted share, and the Board declared a $0.06 regular quarterly dividend. Management cited January 2026 winter storm shipment interruptions and continuing weak roof shingle demand as factors for the first quarter, with the storm's impact not yet determined.
Q4 2025 revenue $87.9 million vs. $80.1 million in Q4 2024; Q4 diluted EPS $1.06 vs. $0.94
Full-year 2025 revenue $372.7 million vs. $317.7 million; diluted EPS $4.67 vs. $3.79
Q4 2025 net income $30.5 million, up 13.2% from $27.0 million
Quarterly dividend of $0.06 per share payable March 13, 2026 to holders of record February 20, 2026
Fabrinet reported fiscal second-quarter 2026 revenue of $1,132.9 million, up from $833.6 million a year earlier, with GAAP diluted earnings per share of $3.11 versus $2.38. The company said both measures exceeded its guidance ranges and issued third-quarter guidance of $1.15 billion to $1.20 billion in revenue and $3.22 to $3.37 in GAAP diluted EPS, which points to continued growth for shareholders to watch.
Q2 revenue was $1,132.9 million versus $833.6 million in the prior-year quarter.
GAAP net income was $112.6 million; GAAP diluted EPS was $3.11 versus $2.38; non-GAAP diluted EPS was $3.36 versus $2.61.
Q3 guidance (quarter ending March 27, 2026): revenue of $1.15 billion to $1.20 billion; GAAP EPS of $3.22 to $3.37; non-GAAP EPS of $3.45 to $3.60.
Non-GAAP free cash flow was negative $5.3 million in Q2, compared with $94.0 million a year earlier.
Director Stacy Hock told Atlas Energy Solutions' board on January 28, 2026 that she does not intend to stand for reelection at the 2026 Annual Meeting of Shareholders. The company said her decision was not the result of any disagreement over operations, policies or practices, and she will remain on the board and its Compensation and Nominating and Corporate Governance committees until her term expires at that meeting.
Stacy Hock informed the board on January 28, 2026 of her intent not to seek reelection.
She will continue to serve as a director and committee member until her current term expires at the 2026 Annual Meeting.
The company states the decision was not due to any disagreement with the company.
Palomar Holdings completed its acquisition of The Gray Casualty & Surety Company, effective January 31, 2026, paying approximately $311 million in cash funded by Term Loan proceeds and cash on hand. The company also closed $450 million in unsecured credit facilities, including a $150 million revolver and a $300 million term loan, maturing January 27, 2031. The CEO said the deal adds scale and geographic reach to Palomar's surety business, but the filing does not provide financial results for the acquired business.
Gray Surety acquisition effective January 31, 2026; purchase price of approximately $311 million paid in cash
Credit facilities total $450 million: $150 million revolver and $300 million term loan, maturing January 27, 2031
Term loan amortizes quarterly beginning June 30, 2026; interest at Term SOFR plus 1.5% to 1.75%, based on the Debt to Capital Ratio
Uncommitted incremental facilities of up to $100 million, subject to customary conditions
Healthpeak reported fourth-quarter 2025 diluted net income of $0.16 per share, up from $0.01 a year earlier, while full-year 2025 net income fell to $0.10 per share from $0.36 in 2024. It set 2026 guidance of $0.34 to $0.38 per share for diluted earnings and $1.70 to $1.74 per share for Nareit FFO, which is below the $1.81 it reported for 2025. The company also plans an initial public offering of Janus Living, a senior housing REIT, expected in the first half of 2026.
Q4 2025: net income $0.16 per share vs. $0.01 a year earlier; Nareit FFO $0.47 vs. $0.44; AFFO $0.40 vs. $0.44
Full-year 2025: net income $0.10 per share vs. $0.36 in 2024; Nareit FFO $1.81 vs. $1.61
2026 guidance: diluted EPS $0.34 to $0.38; Nareit FFO $1.70 to $1.74 per share
Board declared $0.305 per share in dividends for Q1 2026; Janus Living IPO expected in the first half of 2026
On February 2, 2026, Century Aluminum of Kentucky General Partnership, a subsidiary of Century Aluminum Company, sold about 750 acres in Hawesville, Kentucky to Justified DataPower LLC and completed the sale the same day. The buyer paid $200 million in cash plus a 6.8% non-dilutive minority interest in Raylan Data Holdings, which plans to develop a high-performance computing and artificial intelligence data center on the site. The filing says the cash proceeds and the minority stake are the consideration, and the company will have no obligation to contribute capital to maintain the stake.
Sale completed February 2, 2026, for $200 million in cash plus a 6.8% non-dilutive minority equity interest in Raylan Data Holdings LLC.
Property covers approximately 750 acres at 1627 State Route 3543, Hawesville, KY 42348.
Company subsidiary may require Raylan Data to buy the minority interest starting on the first anniversary of data center operations; the company will not fund construction or operations.
Company press release says TeraWulf Inc. will redevelop the site into a digital infrastructure campus.
Genelux Corporation updated its corporate presentation on February 2, 2026, with what it describes as certain business and strategic updates. The filing is a routine furnishing of investor materials, and the filing itself does not state specific financial figures or new guidance.
Corporate presentation updated February 2, 2026, and posted to the Investors section of investors.genelux.com
Presentation furnished as Exhibit 99.1 under Regulation FD and not deemed filed under Section 18 of the Exchange Act
Filing does not include financial results, guidance, or the specific content of the strategic updates in the body text
Xcel Energy entered into a $1.5 billion 364-day delayed draw term loan on January 30, 2026, and borrowed $750 million under it for general corporate purposes. The loan is unsecured, matures January 30, 2027, and carries interest tied to Term SOFR plus 85.0 basis points. For shareholders, the filing discloses new borrowing and the covenants attached to it, but it does not report earnings or guidance.
Facility size: $1.5 billion 364-day delayed draw term loan with U.S. Bank National Association as administrative agent, dated January 30, 2026
Amount borrowed: $750 million, to be used for general corporate operations
Pricing: Term SOFR plus 85.0 basis points, or an alternate base rate; matures January 30, 2027
Covenant: consolidated funded debt to total capitalization of 70 percent or less
At its January 28, 2026 annual meeting, Simply Good Foods stockholders elected 10 director nominees, approved a new Simply Good Foods Incentive Plan, and approved the advisory say-on-pay vote. The board also appointed Joseph E. Scalzo, an employee, as a director to fill the vacancy left by Geoff E. Tanner's departure on January 18, 2026.
Joseph E. Scalzo appointed to the board on January 28, 2026, to serve until the 2027 annual meeting; he will not receive extra board pay and will not sit on any committee.
Stockholders approved the 2025 Plan, which replaces the 2017 Omnibus Incentive Plan; no further grants will be made under the prior plan.
Say-on-pay passed with 76,530,934 votes for and 2,777,254 against; Deloitte & Touche LLP was ratified as auditor with 82,771,063 votes for.
Simon Property Group reported fourth-quarter 2025 results on February 2, 2026. Real Estate FFO rose 4.2% to $1.328 billion, or $3.49 per diluted share, while net income attributable to common stockholders was $3.048 billion, or $9.35 per diluted share, mainly because of a non-cash gain of $2.89 billion tied to its Taubman Realty Group acquisition. The company also estimated 2026 Real Estate FFO of $13.00 to $13.25 per diluted share and declared a quarterly dividend of $2.20, up $0.10 from a year earlier.
Real Estate FFO was $1.328 billion, or $3.49 per diluted share, versus $1.261 billion, or $3.35, a year earlier.
Reported FFO fell to $1.242 billion, or $3.27 per diluted share, from $1.389 billion, or $3.68, including a one-time after-tax loss of $120.7 million tied mainly to Catalyst Brands restructuring costs.
Net income attributable to common stockholders was $3.048 billion, or $9.35 per diluted share, including a $2.89 billion non-cash gain.
2026 guidance: Real Estate FFO of $13.00 to $13.25 per diluted share; quarterly dividend of $2.20 payable March 31, 2026.
Amkor Technology appointed Cherie Buntyn as Senior Vice President and Chief Accounting Officer on February 2, 2026, making her the company's principal accounting officer. Her starting annual base salary is $300,000, with a target annual incentive of 35% of base salary under the company's annual incentive plan.
Appointed effective February 2, 2026 as Senior Vice President and Chief Accounting Officer, serving as principal accounting officer
Starting annual base salary of $300,000 and target annual incentive of 35% of base salary
Previously Vice President, Chief Accounting Officer at SurveyMonkey from June 2022 to June 2025; earlier held roles at FLIR Systems and Intel Corporation
Certified Public Accountant; B.S. in Accounting from Santa Clara University
Capital One Financial closed on February 2, 2026, a public offering of $3 billion in senior notes, split into two $1.5 billion tranches due 2032 and 2037. The notes were sold under an underwriting agreement dated January 29, 2026, and were registered on Form S-3. The filing is a debt financing that adds to the company's long-term borrowings, and it does not report earnings or guidance.
Two tranches of $1.5 billion each: 4.722% notes due 2032 and 5.399% notes due 2037
Closed February 2, 2026 under an underwriting agreement dated January 29, 2026
Underwriters include Barclays Capital, J.P. Morgan, Morgan Stanley, Wells Fargo Securities and Capital One Securities
Rambus reported fourth-quarter 2025 GAAP revenue of $190.2 million, up from $161.1 million a year earlier, with record quarterly product revenue of $96.8 million. GAAP diluted earnings were $0.58 per share, flat year over year, as a higher tax provision offset the revenue gain. Shareholders get higher sales but unchanged GAAP per-share earnings, and first-quarter 2026 guidance was given for several measures, with full revenue guidance deferred to the conference call.
Q4 2025 GAAP net income was $63.8 million, versus $62.2 million in Q4 2024; GAAP diluted EPS was $0.58 in both periods.
Non-GAAP diluted EPS was $0.68, versus $0.55 a year earlier.
Full-year 2025 revenue was $707.6 million, versus $556.6 million in 2024; full-year product revenue was $347.8 million.
Q1 2026 outlook: licensing billings of $66 million to $72 million, product revenue of $84 million to $90 million, and contract and other revenue of $21 million to $27 million.
DaVita reported fourth-quarter 2025 revenue of $3.620 billion, up from $3.295 billion a year earlier, while GAAP diluted EPS from continuing operations fell to $2.94 from $3.09 and operating income was $561 million versus $565 million. The company also issued 2026 guidance of $13.60 to $15.00 adjusted diluted EPS, $2.085 billion to $2.235 billion adjusted operating income, and $1.000 billion to $1.250 billion free cash flow, compared with 2025 adjusted diluted EPS of $10.78.
Q4 2025 consolidated revenue was $3.620 billion versus $3.295 billion in Q4 2024; operating income was $561 million versus $565 million.
Q4 2025 diluted EPS from continuing operations was $2.94 (Q4 2024: $3.09); adjusted diluted EPS was $3.40 (Q3 2025: $2.51).
2026 guidance: adjusted operating income of $2,085 million to $2,235 million and adjusted diluted EPS of $13.60 to $15.00.
Repurchased 2.7 million shares for $331 million in Q4 2025, and 1.7 million shares for $200 million from January 1 through February 2, 2026.
On February 2, 2026, Albertsons Companies issued $1.2 billion of 5.625% senior notes due 2032 and $900 million of additional 5.750% senior notes due 2034. The company plans to use the proceeds with cash on hand to redeem in full its $1,350 million 4.625% notes due 2027 and its $750 million 5.875% notes due 2028, which replaces that debt with new notes maturing in 2032 and 2034.
$1.2 billion of 5.625% senior notes due March 31, 2032, with interest payable semi-annually starting July 15, 2026
$900 million of additional 5.750% senior notes due March 31, 2034, issued under the November 10, 2025 indenture
Proceeds plus cash on hand will redeem all $1,350 million of 4.625% notes due January 15, 2027 and all $750 million of 5.875% notes due February 15, 2028
The notes are unsecured and were sold under Rule 144A and Regulation S, so they are not registered under the Securities Act
Penguin Solutions said CEO Mark Adams retired and resigned from the Board effective February 1, 2026, and that Kash Shaikh, former CEO of Securonix, became President and CEO and a Class III director effective February 2, 2026. The filing discloses Shaikh's offer letter with a $890,000 base salary, a $2,000,000 sign-on bonus, and equity grants, and a nine-month consulting agreement for Adams at $24,722 per month. The filing does not report financial results, so its effect on shareholders depends on how the new CEO's strategy plays out.
Mark Adams resigned as President, CEO and director effective February 1, 2026; the resignation was not due to any disagreement with the Company
Kash Shaikh becomes President and CEO and a Class III director effective February 2, 2026
Shaikh's offer letter: $890,000 base salary, bonus target of 125% of salary, and a $2,000,000 sign-on bonus
Shaikh's equity grants include 238,188 initial time-based RSUs and 238,188 stock price appreciation PSUs; Adams receives $24,722 per month in consulting fees for nine months
Palantir reported fourth-quarter 2025 revenue of $1.407 billion, up 70% from a year earlier, and diluted GAAP EPS of $0.24, compared with $0.03 in the prior-year quarter. The company also guided full-year 2026 revenue to $7.182-$7.198 billion, which shows the revenue growth it expects to continue into the new year.
Q4 2025 revenue of $1.407 billion, up 70% year over year; U.S. commercial revenue up 137% to $507 million
Q4 2025 GAAP net income of $609 million and diluted GAAP EPS of $0.24, versus $0.03 a year earlier
FY 2026 outlook: revenue of $7.182-$7.198 billion and adjusted free cash flow of $3.925-$4.125 billion
At its January 27, 2026 annual meeting, Hormel Foods stockholders approved a 2026 Equity and Incentive Compensation Plan that adds 18,000,000 new shares, and they re-elected all twelve director nominees. The board also adopted an Executive Severance Plan effective January 31, 2026, which sets severance terms for selected officers, and the new equity plan will dilute existing holders as awards are granted.
Stockholders approved the 2026 Plan with 404,954,106 votes for (87.2%) and 58,599,558 against (12.6%)
The plan adds 18,000,000 new shares; 21,951,785 shares were available for awards as of January 27, 2026
All twelve director nominees were elected to serve until the 2027 annual meeting
The Executive Severance Plan sets the CEO severance factor at 2.0 and other participants at 1.0
MGIC Investment Corporation reported fourth-quarter 2025 net income of $169.3 million, or $0.75 per diluted share, compared with $184.7 million, or $0.72 per diluted share, a year earlier. Net income for the full year 2025 was $738.3 million, or $3.14 per diluted share, versus $763.0 million, or $2.89 per diluted share, in 2024, while quarterly losses incurred rose to $31.2 million from $8.7 million.
Q4 2025 net income $169.3 million vs. $184.7 million in Q4 2024; diluted EPS $0.75 vs. $0.72
Q4 2025 net premiums earned $236.0 million vs. $241.3 million a year earlier; total revenues $298.7 million vs. $301.4 million
Q4 2025 losses incurred, net $31.2 million vs. $8.7 million in Q4 2024; loss ratio 13.2% vs. 3.6%
January 2026: repurchased 2.7 million shares for $73.2 million and declared a $0.15 per share dividend payable March 6, 2026
Woodward reported first-quarter fiscal 2026 results, with net sales of $996 million (up 29%) and diluted EPS of $2.17 (up 53%). The company raised its full-year fiscal 2026 sales growth and EPS guidance, which it says reflects first-quarter outperformance and a strong demand environment.
Net sales $996 million, up 29%; net earnings $134 million, up 54%; EPS $2.17 versus $1.42
Revised FY26 sales growth guidance of up 14% to 18%, up from 7% to 12%
Revised FY26 EPS guidance of $8.20 to $8.60, up from $7.50 to $8.00
Free cash flow of $70 million for the quarter; FY26 free cash flow guidance of $300 million to $350 million unchanged
NAPCO Security Technologies reported fiscal second-quarter results for the three months ended December 31, 2025, with net revenue up 12.2% to $48.2 million and diluted EPS up to $0.38 from $0.28. The company also declared a quarterly dividend of $0.15 per share and appointed Joseph Pipczynski as Chief Revenue Officer, effective January 29, 2026.
Net revenue of $48.2 million, up 12.2% from a year earlier; net income of $13.5 million, up 29.0%
Diluted EPS of $0.38 versus $0.28 a year earlier; gross profit margin of 58.6% versus 57.0%
Quarterly dividend of $0.15 per share, payable April 3, 2026 to holders of record on March 12, 2026
Joseph Pipczynski appointed Chief Revenue Officer effective January 29, 2026, reporting to President and COO Kevin Buchel
Heritage Financial Corporation (Nasdaq: HFWA) completed its merger with Olympic Bancorp, Inc. effective January 31, 2026, with Olympic merging into the company and Kitsap Bank merging into Heritage Bank. Heritage will issue an aggregate of approximately 7,167,600 common shares as consideration, so the deal increases the number of shares outstanding while Heritage's existing shares are unaffected.
Merger completed effective January 31, 2026, under the Merger Agreement dated September 25, 2025
Each Olympic share converts into 45.0 Heritage common shares, with cash paid in lieu of fractional shares
Heritage will issue an aggregate of approximately 7,167,600 shares; financial statements and pro forma information will be filed by amendment within 71 days
Advanced Drainage Systems completed its previously announced all-cash acquisition of National Diversified Sales (NDS), the water management business of Norma Group SE, on February 2, 2026, for approximately $1.0 billion, subject to purchase price adjustments. The company says NDS adds residential water management, access box and irrigation products, which it expects will expand distribution and customer reach. The filing does not include financial results for NDS or the effect on the company's earnings.
Consideration: approximately $1.0 billion in cash, subject to purchase price adjustments
Deal was agreed under a Master Share Purchase Agreement dated September 23, 2025
NDS adds residential water management, access box and irrigation solutions
Filing does not disclose NDS financial results or the expected effect on earnings
Donaldson agreed on January 31, 2026, to buy Facet, a fuel and fluid filtration business, for $820 million in cash, subject to customary price adjustments. The company plans to fund the deal with cash on hand and new debt, and says the acquisition will be immediately margin accretive and EPS accretive in fiscal 2027. Closing depends on regulatory approvals, and the deal can be terminated if it is not completed by October 31, 2026.
Purchase price is $820 million in cash, subject to adjustments for Facet's cash, debt, transaction expenses and net working capital
Facet had calendar 2025 sales of $108 million and 236 employees across the US and Europe
Approximately 70% of Facet's sales come from consumables with regulated replacement cycles
Closing requires expiration or termination of the Hart-Scott-Rodino waiting period and other customary conditions; outside date is October 31, 2026, extendable by up to six months
Gibraltar closed its all-cash acquisition of OmniMax International, valued at $1.335 billion and subject to customary adjustments, on February 2, 2026. The deal was funded with new credit facilities, including $1.3 billion in term loans and a $500 million revolver, and the company's prior credit facility was terminated and repaid, so shareholders will see substantially higher debt alongside the company's stated synergy and deleveraging targets.
Acquisition closed February 2, 2026 at a value of $1.335 billion, all cash, subject to customary post-closing adjustments
New Credit Agreement with Bank of America, N.A. as administrative agent includes $500.0 million revolver, $650.0 million Term Loan A and $650.0 million Term Loan B
Management targets $27 million of cost synergies, with $35 million by the end of year three, and deleveraging to 2.0-2.5x within 24 months
Credit agreement sets maximum total net leverage of 5.25:1.00, stepping down to 4.25:1.00, and minimum interest coverage of 3.00:1.00
Textron's board elected Cristina Méndez, Executive Vice President and Chief Financial Officer of Otis Worldwide, as a director effective February 15, 2026. She will serve on the Audit and Nominating and Corporate Governance Committees, and the board determined she is independent under NYSE standards.
Méndez elected to the board on January 30, 2026, effective February 15, 2026
She is CFO of Otis Worldwide, where she was appointed in 2024
Serves on Audit Committee and Nominating and Corporate Governance Committee
Board determined she is independent under NYSE listing standards and qualifies as an audit committee financial expert
Park National Corporation completed its merger with First Citizens Bancshares on February 1, 2026, in an all-stock deal, and First Citizens National Bank merged into Park National Bank. The filing reports pro forma combined total assets of $12.6 billion, deposits of $10.5 billion and loans of $9.6 billion, based on December 31, 2025 results, which gives shareholders a larger combined bank with a new Tennessee presence.
Each First Citizens common share converted into the right to receive 0.52 of a Park common share at the effective time.
Pro forma combined total assets of $12.6 billion, deposits of $10.5 billion and loans of $9.6 billion, as of December 31, 2025.
Jeffrey D. Agee, former First Citizens chairman and CEO, joined Park's 14-member board and will lead the new Tennessee Region.
Park's annual base salary for Agee is $560,982, under an employment agreement with Park National Bank.
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