1,597 material Form 8-K filings that 1,208 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).
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
The Hanover Insurance Group reported record full-year 2025 net income of $662.5 million, or $18.16 per diluted share, up from $426.0 million, or $11.70 per share, in 2024. Fourth-quarter net income rose to $198.5 million, or $5.47 per diluted share, from $167.9 million, or $4.59, a year earlier, and the combined ratio improved to 91.6% for the year from 94.8%. For shareholders, the results also came with a 5.6% increase in the quarterly dividend to $0.95 per share.
Q4 2025 net income of $198.5 million, or $5.47 per diluted share, versus $167.9 million, or $4.59, in Q4 2024
Full-year 2025 operating income of $696.2 million, or $19.09 per diluted share, versus $485.9 million, or $13.34, in 2024
Full-year 2025 combined ratio of 91.6%, compared with 94.8% in 2024; catastrophe losses were $276.3 million
Quarterly dividend raised 5.6% to $0.95 per share; the company repurchased $130 million of shares in 2025
HP CEO Enrique Lores stepped down as President, CEO and board member effective the end of February 2, 2026, to pursue an opportunity outside HP. Board member Bruce Broussard was appointed interim CEO effective February 3, 2026, and the board has formed a CEO Search Committee to find a permanent successor. HP also reaffirmed its first quarter and fiscal 2026 outlook, so guidance was not changed.
Enrique Lores stepped down as President, CEO and board member, effective end of day February 2, 2026, to pursue an opportunity outside HP.
Bruce Broussard, age 63, was appointed interim CEO effective February 3, 2026; his pay includes $362,500 in monthly cash and a one-time restricted stock unit award with a grant date value of $7,000,000 that cliff-vests February 3, 2027.
HP reaffirmed fiscal 2026 non-GAAP diluted net EPS of $2.90 to $3.20 and free cash flow of $2.8 to $3.0 billion, and first quarter non-GAAP diluted net EPS of $0.73 to $0.81.
The board reduced authorized directorships from 13 to 12, effective February 3, 2026.
OLB Group announced the planned structure for spinning off DMint, Inc., its digital asset mining subsidiary, so that OLB shareholders would hold equity in two separately traded companies. The filing says shareholders would receive DMint shares without an additional investment, with the distribution tied to DMint's Form S-1 registration and a concurrent public offering.
OLB shareholders of record as of the expected record date would receive DMint shares on a pro rata basis, delivered through the Depository Trust Company system.
DMint plans a public offering under Form S-1 (333-292762); net proceeds are to fund mining equipment, power and hosting capacity, and Selmer, Tennessee facility operations.
OLB Group would focus on payment processing, merchant services and e-commerce, with its current leadership team continuing to oversee operations.
The filing does not state a completion date, financial results, or valuation figures for either company.
PayPal's board appointed Enrique Lores, former HP Inc. CEO and PayPal board chair, as President and CEO effective March 1, 2026, succeeding Alex Chriss, who resigned as CEO and director effective February 2, 2026. The company said the board's evaluation found that the pace of change and execution over the last two years was not in line with its expectations, and CFO and COO Jamie Miller will serve as interim CEO until Lores takes over.
Enrique Lores appointed President and CEO effective March 1, 2026; offer letter sets base salary at $1,450,000 and target bonus at 200% of base salary.
Lores receives make-whole RSUs with a grant date value of $20,000,000, 2026 annual RSUs and PSUs valued at $16,500,000 each, and one-time PSUs with a target value of $25,000,000.
Jamie Miller named Interim President and CEO effective immediately, with a cash retention award of $3,000,000 vesting 67% on February 2, 2027 and 33% on February 2, 2028.
David Dorman appointed independent Board Chair effective February 2, 2026, replacing Lores as Chair.
Supermicro reported unaudited results for the quarter ended December 31, 2025, with net sales of $12.7 billion, up from $5.7 billion a year earlier, and GAAP diluted earnings per share of $0.60 versus $0.51. Gross margin fell to 6.3% from 11.8% a year earlier, and the company said it used $24 million in operating cash flow in the quarter. The company guided to third-quarter net sales of at least $12.3 billion and full fiscal 2026 net sales of at least $40.0 billion.
Net sales of $12.7 billion vs. $5.7 billion in the same quarter last year; net income of $401 million vs. $321 million
Gross margin of 6.3% vs. 11.8% a year earlier; non-GAAP diluted EPS of $0.69 vs. $0.59
Third-quarter fiscal 2026 guidance: net sales of at least $12.3 billion and GAAP diluted EPS of at least $0.52
Fiscal 2026 net sales guidance of at least $40.0 billion; cash of $4.1 billion and bank debt and convertible notes of $4.9 billion as of December 31, 2025
Dollar General said independent director David P. Rowland will become Chairman of the Board effective February 4, 2026, succeeding Michael M. Calbert, who stays on as an independent director. Director Warren F. Bryant will retire from the board when his term expires at the 2026 annual shareholder meeting, and the company said his decision was not due to any disagreement. The changes are board governance updates and the filing reports no financial results.
David P. Rowland appointed Chairman of the Board effective February 4, 2026
Michael M. Calbert steps down as chairman but remains an independent director
Warren F. Bryant to retire at the 2026 annual meeting; he joined the board in 2009 per the press release
Corteva reported fourth-quarter 2025 net sales of $3.91 billion, down 2%, and a GAAP loss from continuing operations of $537 million, or $0.80 per share. For full-year 2025, net sales rose 3% to $17.40 billion and GAAP income from continuing operations rose 40% to $1.20 billion, or $1.75 per share. The company also expects 2026 operating EBITDA of $4.0 billion to $4.2 billion and operating EPS of $3.45 to $3.70 per share.
Q4 2025 operating EPS was $0.22, down 31% from the prior year, and operating EBITDA was $446 million, down 15%.
FY 2025 operating EPS was $3.34, up 30%, and free cash flow was $2.9 billion, a 69% improvement.
A Bayer litigation resolution involves a $610 million cash outflow, largely in the first quarter of 2026.
Corteva remains on track to complete its planned separation in the second half of 2026.
Atmos Energy reported fiscal first-quarter results for the period ended December 31, 2025, with diluted earnings per share of $2.44 on net income of $403.0 million. The company affirmed its fiscal 2026 EPS guidance of $8.15 to $8.35 and declared a quarterly dividend of $1.00 per share, which it says implies a 14.9% increase in the indicated annual dividend over fiscal 2025.
Diluted EPS of $2.44 on net income of $403.0 million for the quarter ended December 31, 2025
Fiscal 2026 EPS guidance affirmed at $8.15 to $8.35 per diluted share
Quarterly dividend of $1.00 per share; indicated fiscal 2026 annual dividend of $4.00, a 14.9% increase over fiscal 2025
Capital expenditures of $1.0 billion in the quarter; fiscal 2026 capital expenditures expected to be about $4.2 billion
Dominion Energy's compensation committee approved a 2026 Annual Incentive Plan on January 30, 2026, for its officers. Officers receive a target cash award set as a percentage of base salary, with payouts tied to performance goals still to be determined. The filing is routine compensation disclosure and does not report financial results or a change in leadership.
Plan approved by the Compensation and Talent Development Committee on January 30, 2026
Potential funding ranges from 0% to 200% of target funding
Performance goals will be set by the committee from measures in the 2024 Incentive Compensation Plan
RenaissanceRe reported fourth-quarter and full-year 2025 results on February 3, 2026. Q4 net income available to common shareholders was $751.6 million, compared with a loss of $198.5 million a year earlier, while full-year net income rose to $2.6 billion from $1.8 billion, but full-year operating income fell to $1.9 billion from $2.2 billion and the combined ratio worsened to 87.2% from 83.9% due to large loss events.
Q4 2025 net income available to common shareholders was $751.6 million, or $16.75 per diluted share, versus a loss of $198.5 million, or $3.95 per share, in Q4 2024.
Full-year 2025 operating income available to common shareholders was $1.9 billion, or $39.10 per diluted share, down from $2.2 billion in 2024.
Full-year combined ratio was 87.2% versus 83.9% in 2024, including a 15.3 percentage point impact from the 2025 Large Loss Events.
The company repurchased approximately $1.6 billion of common shares in 2025, reducing its share count by 12.8%, and book value per common share rose 26.2% to $247.00.
Cabot reported fiscal first-quarter 2026 results for the quarter ended December 31, 2025. Net sales fell to $849 million from $955 million, net income attributable to Cabot fell to $73 million from $93 million, and diluted EPS fell to $1.37 from $1.67. The company narrowed its fiscal 2026 Adjusted EPS outlook to $6.00 to $6.50 per share, which is a lower-profit picture than the prior year's quarter for shareholders.
Adjusted EPS was $1.53 versus $1.76 a year earlier, down 13%; diluted EPS was $1.37 versus $1.67.
Reinforcement Materials segment EBIT fell 22% to $102 million on lower volumes, with Americas volumes down 15%.
Performance Chemicals segment EBIT rose 7% to $48 million on higher gross profit per ton.
Fiscal 2026 Adjusted EPS outlook narrowed to $6.00 to $6.50 per share; a multi-year supply agreement with PowerCo SE was signed during the quarter.
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.
Insulet Corporation and NXP USA, Inc. signed a 2026 Addendum on January 29, 2026, effective January 1, 2026, to their 2017 Purchase Agreement. The addendum extends the agreement's term and changes terms on pricing, product volume, and product order flexibility. The filing does not disclose the specific new terms or financial amounts, as parts of the exhibit are omitted as confidential.
Addendum signed January 29, 2026, effective January 1, 2026
Extends the term of the October 12, 2017 Purchase Agreement, as amended
Amends pricing, product volume, and product order flexibility terms
Exhibit 10.1 filed with portions omitted as confidential; no dollar figures disclosed
Enact Holdings, a publicly traded subsidiary of Genworth Financial, issued a press release on February 3, 2026 with its results for the quarter ended December 31, 2025, furnished as Exhibit 99.1. This 8-K does not state any revenue, profit, or guidance figures, so the filing alone does not show how those results compare with prior periods. Genworth plans to release its own quarterly results after the market closes on February 23, 2026.
Enact Holdings (Nasdaq: ACT) released results for the quarter ended December 31, 2025 on February 3, 2026, in Exhibit 99.1.
Genworth Financial will issue its quarterly earnings release after market close on February 23, 2026.
Genworth will hold a conference call on February 24, 2026 at 9:00 a.m. ET to discuss the quarter.
AZZ Inc. said COO – Metal Coatings Bryan Stovall will retire on June 8, 2026, after completing his employment agreement term. Todd Bella, currently Senior Vice President – Western Operations, will succeed him as President – Metal Coatings effective March 1, 2026, while Stovall stays on as COO through June 8 to support the transition.
Bryan Stovall, President and COO – Metal Coatings, plans to retire on June 8, 2026
Todd Bella, age 46, appointed President – Metal Coatings effective March 1, 2026
Stovall remains Chief Operating Officer – Metal Coatings from March 1 to June 8, 2026 to assist the transition
Compensation details for Bella's appointment will be disclosed in a later filing
Horace Mann reported full-year 2025 net income of $162.1 million, or $3.90 per diluted share, up from $102.8 million a year earlier, and record core earnings of $195.8 million, or $4.71 per share. Fourth-quarter net income fell 5.2% to $36.2 million, and fourth-quarter core earnings per share fell 28.0% to $1.21, so the full-year gains came alongside a weaker final quarter for shareholders.
Full-year 2025 total revenues were $1,701.4 million, up 6.7% from $1,595.2 million in 2024.
Full-year core earnings were $195.8 million, or $4.71 per diluted share, up 38.5% from $3.40 per share in 2024.
Fourth-quarter 2025 net income was $36.2 million, or $0.87 per diluted share, compared with $38.2 million, or $0.92, in the fourth quarter of 2024.
Full-year Property & Casualty combined ratio was 89.7%, an improvement of more than 8 points over the prior year, which the company attributed to lower catastrophe losses.
Prudential Financial reported fourth quarter 2025 net income attributable to the company of $905 million ($2.55 per share), compared with a net loss of $57 million a year earlier, and after-tax adjusted operating income of $1.168 billion. The same day it said Prudential of Japan voluntarily suspended new sales for 90 days to address previously disclosed employee misconduct, and it declared a quarterly dividend of $1.40 per share, up 4% from the prior year.
Q4 2025 net income attributable to Prudential Financial was $905 million ($2.55 per share), versus a net loss of $57 million ($0.17 per share) in Q4 2024, including a net after-tax organizational charge of $107 million ($0.30 per share).
Full year 2025 net income was $3.576 billion ($9.99 per share), up from $2.727 billion ($7.50 per share) in 2024.
Prudential of Japan voluntarily suspended new sales for 90 days to address previously disclosed employee misconduct issues.
Quarterly dividend of $1.40 per share is payable March 12, 2026, to holders of record as of February 17, 2026; the board also authorized up to $1.0 billion of buybacks for 2026.
Antero Midstream Corp disclosed in a Form 8-K that it has completed a transaction under a Membership Interest Purchase Agreement with HG Energy II entities, Antero Resources Corporation and Antero Midstream Partners LP. The filing says a First Amendment dated December 22, 2025 amended and restated certain annexes to that agreement. The filing does not state the purchase price, the closing date, or whether Antero Midstream is the buyer or seller, so the financial effect on shareholders cannot be determined from this document.
Membership Interest Purchase Agreement dated December 5, 2025, among HG Energy II LLC and related entities, Antero Resources Corporation and Antero Midstream Partners LP
First Amendment dated December 22, 2025 amends and restates certain annexes to the purchase agreement
Item 2.01 completion is referenced, but the filing text does not give consideration, closing date or deal size
North European Oil Royalty Trust announced a first-quarter fiscal 2026 distribution of $0.22 per unit, up from $0.04 per unit a year earlier. The filing says the increase mainly reflects the absence of negative adjustments that reduced the prior-year payment, so unitholders would receive a larger payout.
Distribution of $0.22 per unit, payable February 25, 2026 to unit owners of record on February 13, 2026
Prior-year first-quarter distribution was $0.04 per unit; 2025 payment was reduced by $1,754,661 in remaining negative adjustments from calendar 2023
Trailing 12-month cumulative distribution is $0.99 per unit, versus $0.47 for the prior 12-month period
Further details are to be provided in the 10-Q scheduled for release on or about February 27, 2026
Viatris said Chief Legal Officer Brian Roman will leave the role effective February 9, 2026, and remain an employee until April 1, 2026 for transitional purposes. Matthew Maletta, formerly Executive Vice President, Chief Legal Officer and Secretary at Endo, Inc., will become Chief Legal Officer on February 9, 2026. The filing describes a planned leadership handover in a senior legal role rather than a change in company operations or financial results.
Brian Roman ceases to serve as Chief Legal Officer effective February 9, 2026, and remains an employee until April 1, 2026
Roman may receive separation payments equal to base salary plus target bonus, plus a pro rata bonus for 2026, subject to a customary release of claims
Matthew Maletta joins as Chief Legal Officer on February 9, 2026
Maletta served at Endo, Inc. from 2015 to 2025 as Executive Vice President, Chief Legal Officer and Secretary
Veralto reported fourth-quarter 2025 sales up 3.8% to $1,396 million and diluted EPS of $1.01, up from $0.91 a year earlier. For full-year 2025, sales rose 6.0% to $5,503 million and diluted EPS was $3.76, up from $3.34. The company also guided 2026 adjusted diluted EPS to $4.10 to $4.20 and announced a $750 million share repurchase program and an 18% dividend increase.
Q4 2025 GAAP diluted EPS was $1.01 versus $0.91 a year earlier; adjusted diluted EPS was $1.04 versus $0.95
Full-year 2025 sales were $5,503 million, up 6.0%, with non-GAAP core sales growth of 4.7%
2026 targets: adjusted diluted EPS of $4.10 to $4.20 and Q1 2026 adjusted diluted EPS of $0.97 to $1.01
During Q4 2025 the company established a $750 million share repurchase program and announced an 18% dividend increase
Weatherford reported fourth-quarter 2025 revenue of $1,289 million, down 4% from a year earlier but up 5% from the prior quarter, and net income of $138 million, up 23% year-over-year. For full year 2025, revenue fell 11% to $4,918 million and net income fell 15% to $431 million. The board raised the quarterly dividend 10% to $0.275 per share, and management said first-half 2026 activity is expected to remain soft.
Q4 2025 revenue of $1,289 million: down 4% year-over-year, up 5% sequentially
Q4 2025 diluted income per share of $1.91, up 27% year-over-year
Full year 2025 revenue of $4,918 million, down 11%; adjusted EBITDA of $1,067 million, down 23%
Quarterly dividend raised 10% to $0.275 per share, payable March 5, 2026, to holders of record as of February 6, 2026
Radian Group completed its acquisition of Inigo Limited, a Lloyd's of London specialty insurer, on February 2, 2026, for a net purchase price of $1.67 billion, subject to post-closing adjustments. The company said the deal is expected to add mid-teens percentage accretion to earnings per share and about 200 basis points to return on equity in 2026, and to roughly double its total annual revenue.
Net purchase price paid at closing was $1.67 billion, funded from available liquidity and excess capital from Radian Guaranty
Company expects mid-teens percentage accretion to 2026 earnings per share and about 200 basis points of accretion to return on equity
Company expects the transaction to double its total annual revenue
$25 million in one-time cash retention awards granted to Inigo management sellers, vesting on the second anniversary of the grant date
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
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.
Lumen Technologies said Chief Revenue Officer Ashley Haynes-Gaspar is leaving, and Jeffery S. Sharritts has been appointed to succeed her as Executive Vice President, Chief Revenue Officer, effective February 4, 2026. Ms. Haynes-Gaspar will provide transition services through March 6, 2026, and will receive severance-related payments and equity vesting in exchange for a release of claims. The filing describes a planned, orderly handover of the sales leadership role.
Ashley Haynes-Gaspar is leaving her role as Executive Vice President, Chief Revenue Officer.
Jeffery S. Sharritts becomes Executive Vice President, Chief Revenue Officer, effective February 4, 2026.
Ms. Haynes-Gaspar's transition services run through March 6, 2026.
Her payments include salary through the transition date and a fiscal year 2025 bonus based on actual performance, plus accelerated vesting of certain time-based restricted shares.
Benchmark Electronics reported fourth-quarter 2025 revenue of $704 million, up from $657 million a year earlier, while GAAP diluted EPS fell to $0.17 from $0.44 on higher restructuring charges and other costs. CEO Jeff Benck said he will transition out of the role at the end of the quarter. The company also guided first-quarter 2026 non-GAAP diluted EPS to $0.53 to $0.59.
Q4 2025 revenue $704 million vs. $657 million in Q4 2024; diluted GAAP EPS $0.17 vs. $0.44; non-GAAP EPS $0.71 vs. $0.61
Full-year 2025 revenue $2,659 million vs. $2,656 million; diluted GAAP EPS $0.68 vs. $1.66; non-GAAP EPS $2.40 vs. $2.29
Q1 2026 guidance: revenue $655 million to $695 million; non-GAAP diluted EPS $0.53 to $0.59; GAAP diluted EPS $0.31 to $0.37
CEO Jeff Benck to transition out of the CEO role at the end of the fourth quarter; President David Moezidis cited as part of the leadership team
Jack Henry & Associates reported fiscal second quarter 2026 results for the period ended December 31, 2025, with GAAP revenue of $619.3 million, up 7.9%, and GAAP diluted EPS of $1.72, up 28.6%. The company also gave full-year fiscal 2026 GAAP guidance of $2,508 million to $2,525 million in revenue and $6.61 to $6.72 in EPS, which shareholders can compare with future results.
GAAP revenue was $619.3 million, up 7.9% from $573.8 million; non-GAAP adjusted revenue rose 6.7%.
GAAP operating income was $159.1 million, up 29.4%; non-GAAP adjusted operating income rose 24.3%.
GAAP EPS was $1.72 per diluted share, compared with $1.34 a year earlier.
Credit facility borrowings were $20 million at December 31, 2025, down from $150 million a year earlier.
Powell Industries reported fiscal first-quarter 2026 revenue of $251.2 million, up 4% from a year earlier, and net income of $41.4 million, or $3.40 per diluted share, up 19%. New orders rose 63% to $439 million and backlog reached $1.6 billion, while the board raised the quarterly dividend to $0.27 per share, payable March 18, 2026.
Q1 fiscal 2026 revenue of $251.2 million, up 4% from $241.4 million a year earlier, but down 16% from the fourth quarter of fiscal 2025
Net income of $41.4 million, or $3.40 per diluted share, compared with $2.86 per diluted share a year earlier
New orders of $439 million, up 63%, including an approximately $75 million data center order; backlog of $1.6 billion as of December 31, 2025
Quarterly dividend increased to $0.27 per share, payable March 18, 2026, to holders of record on February 18, 2026
FB Financial Corporation said Chief Accounting Officer Jonathan Pennington is resigning to join another institution, effective on or about February 26, 2026, and that Lynn Joyce will succeed him effective on or about March 1, 2026. The filing says Pennington's departure was not due to any disagreement with the company on accounting, operations, policies or internal controls, and that Joyce's total annual compensation will rise about 29% with the appointment.
Jonathan Pennington resigns as Chief Accounting Officer of FB Financial and FirstBank, effective on or about February 26, 2026; he notified the company on January 28, 2026.
Lynn Joyce, age 62, will become Chief Accounting Officer of both entities effective on or about March 1, 2026, as announced February 2, 2026.
Joyce previously served as CFO of Southern States Bancshares from 2013 until FB Financial acquired it in July 2025, then held a senior finance role at FirstBank.
Joyce's total annual compensation, including bonus opportunities, will increase by approximately 29%.
Enact Holdings reported fourth-quarter 2025 net income of $177 million, or $1.22 per diluted share, up from $163 million, or $1.05 per diluted share, a year earlier. The Board also approved a share repurchase program of up to $500 million and the company entered a stock repurchase agreement with Genworth Financial, which bears directly on shareholder capital returns.
Q4 2025 net income $177 million, or $1.22 per diluted share, vs. $163 million, or $1.05, in Q4 2024
Adjusted operating income $179 million, or $1.23 per diluted share; total revenues $312.7 million vs. $301.8 million a year earlier
Board approved repurchase program of up to $500 million; separate stock repurchase agreement with Genworth Financial, Inc.
Quarterly dividend of $0.21 per share payable March 19, 2026, to holders of record February 26, 2026
Artisan Partners reported fourth-quarter 2025 revenue of $335.5 million, up from $297.0 million a year earlier, and diluted earnings per share of $1.32 versus $0.97. For full-year 2025, revenue was $1,196.7 million versus $1,111.8 million in 2024, while the company also recorded $12.7 billion of net client outflows. The board declared a $1.58 per share dividend, and Ryan G. Von Hoff was named Chief Accounting Officer.
Q4 2025 revenue $335.5 million vs $297.0 million in Q4 2024; diluted EPS $1.32 vs $0.97
Full-year 2025 revenue $1,196.7 million vs $1,111.8 million; diluted EPS $4.05 vs $3.66
Net client cash outflows of $12.7 billion in 2025; ending AUM $179.9 billion
Dividend of $1.58 per share ($1.01 variable quarterly plus $0.57 special), payable February 27, 2026 to holders of record February 13, 2026
Chubb Limited reported fourth quarter 2025 net income of $3.21 billion, or $8.10 per share, up 28.0% per share from a year earlier, and full-year net income of $10.31 billion, or $25.68 per share, up 13.1%. Both quarterly and full-year net premiums written grew, and the company said it expects an excellent 2026 with strong growth in operating earnings and double-digit growth in EPS and tangible book value.
Q4 2025 net income $3.21 billion, up 24.7%; core operating income $2.98 billion, up 21.7%
Q4 consolidated net premiums written $13.1 billion, up 8.9%; P&C combined ratio a record low 81.2%
Full-year 2025 net income $10.31 billion, up 11.2%; core operating income $9.95 billion, up 8.9%
Q4 capital returned to shareholders $1.48 billion, including $1.10 billion in share repurchases
Mondelez reported fourth-quarter and full-year 2025 results on February 3, 2026. Full-year net revenues rose 5.8% to $38.5 billion, but diluted EPS fell 44.7% to $1.89 and adjusted EPS fell 14.6% on a constant currency basis to $2.92, with the company citing cocoa cost headwinds and derivative mark-to-market impacts. The company also guided 2026 organic net revenue growth of flat to 2% and adjusted EPS growth of flat to 5% on a constant currency basis.
FY2025 net revenues were $38.5 billion, up 5.8%, with organic net revenue up 4.3%
FY2025 diluted EPS was $1.89, down 44.7%; adjusted EPS was $2.92, down 14.6% on a constant currency basis
Q4 2025 diluted EPS was $0.51, down 60.8%, while Q4 net revenues rose 9.3% to $10.5 billion
2026 outlook: organic net revenue growth of flat to 2%, adjusted EPS growth of flat to 5% constant currency, and free cash flow of about $3 billion
Lumen reported fourth-quarter 2025 revenue of $3.041 billion, down 9% from $3.329 billion a year earlier, and a reported net loss of $2 million, compared with net income of $85 million in the prior-year quarter. The company also closed its $5.75 billion AT&T transaction and issued 2026 guidance calling for Adjusted EBITDA of $3.1 to $3.3 billion, which gives shareholders a clearer view of the company's post-transaction financial profile.
Q4 2025 revenue was $3.041 billion, down from $3.329 billion; full-year revenue was $12.402 billion, down from $13.108 billion.
Q4 reported net loss was $2 million; excluding Special Items, diluted EPS was $0.23 versus $0.09 a year earlier.
Q4 Adjusted EBITDA excluding Special Items was $767 million, down from $1.052 billion; full-year reported net loss was $1.739 billion.
The AT&T transaction closed, reducing total debt by over $4.8 billion; 2026 outlook includes Free Cash Flow of $1.2 to $1.4 billion.
AMD reported fourth-quarter 2025 revenue of $10.3 billion, up 34% from a year earlier, with GAAP diluted earnings per share of $0.92 versus $0.29 and non-GAAP diluted earnings per share of $1.53 versus $1.09. For the first quarter of 2026, AMD expects revenue of about $9.8 billion, plus or minus $300 million, which is a sequential decline of about 5% but year-over-year growth of about 32% at the mid-point, and the filing says the quarter's non-GAAP results include about $360 million from a release of previously reserved inventory.
Q4 2025 revenue was $10.3 billion, up 34% year-over-year; GAAP net income was $1.5 billion versus $482 million a year earlier
Full-year 2025 revenue was $34.6 billion, up 34%; GAAP net income was $4.3 billion and non-GAAP diluted EPS was $4.17 versus $3.31
Q4 included an approximate $360 million release of previously reserved AMD Instinct MI308 inventory and about $390 million of MI308 revenue to China; excluding these items, non-GAAP gross margin would have been about 55%
Q1 2026 outlook: revenue of about $9.8 billion, plus or minus $300 million, including about $100 million of MI308 sales to China; non-GAAP gross margin expected at about 55%
American Assets Trust reported lower fourth-quarter and full-year 2025 results, with FFO per diluted share down from the prior year and total revenue lower as well. The company also introduced 2026 FFO guidance of $1.96 to $2.10 per diluted share, with a midpoint of $2.03, which is above its 2025 full-year FFO of $2.00.
Q4 2025 FFO was $0.47 per diluted share, versus $0.55 in Q4 2024; full-year 2025 FFO was $2.00, versus $2.58 in 2024
Q4 2025 net income attributable to common stockholders was $0.05 per diluted share, versus $0.15 a year earlier; full-year figure was $0.92, versus $0.94
Q4 2025 total revenue was $110.1 million, versus $113.5 million in Q4 2024
2026 FFO guidance range is $1.96 to $2.10 per diluted share; the company will discuss it on a conference call on February 4, 2026 at 8:00 a.m. PT
Voya Financial reported fourth-quarter and full-year 2025 results, with fourth-quarter net income to common shareholders rising to $136 million from $93 million. Full-year after-tax adjusted operating earnings rose to $861 million, or $8.85 per diluted share, from $736 million, while full-year GAAP net income to common shareholders slipped to $613 million from $626 million.
Q4 2025 net income to common shareholders was $136 million, or $1.41 per diluted share, versus $93 million, or $0.94, in Q4 2024.
Full-year 2025 adjusted operating earnings were $861 million, or $8.85 per diluted share, versus $736 million, or $7.25, in 2024.
Full-year 2025 net income to common shareholders was $613 million, or $6.29 per diluted share, versus $626 million, or $6.17, in 2024; the company cited prior-year divestment gains and tax benefits that did not repeat.
Excess capital generated for 2025 was approximately $775 million, a 19% increase; remaining share repurchase authorization was $562 million as of Dec. 31, 2025.
Zurn Elkay Water Solutions reported fourth-quarter 2025 net sales of $407 million, up 10% from $371 million a year earlier, with core sales also up 10%. Diluted EPS from continuing operations was $0.24, compared with $0.21, and adjusted EPS was $0.36, compared with $0.32. The company also gave a 2026 outlook calling for mid-single digit core sales growth and full-year free cash flow of approximately $335 million.
Q4 2025 net sales were $407.2 million versus $370.7 million in Q4 2024, an increase of 10%.
Diluted EPS from continuing operations was $0.24 versus $0.21; adjusted EPS was $0.36 versus $0.32.
Full-year 2025 net sales were $1,696 million, up 8%, and free cash flow was a record $317 million.
2026 outlook: mid-single digit core sales growth and full-year free cash flow of approximately $335 million; Q1 core sales growth of 7% to 8%.
Illinois utility subsidiaries PGL and NSG agreed to a proposed settlement with the Illinois Attorney General that would resolve open QIP and UEA rider proceedings, subject to Illinois Commerce Commission approval. Because of the settlement, WEC Energy's 2025 results will reflect a $205 million, or $0.46 per share, charge, up from the $150 million it had previously expected to record.
2025 charge of $205 million, or $0.46 per share, replaces the previously expected $150 million charge
PGL will permanently remove $130.0 million of qualified infrastructure investment costs from rate base starting in 2027
Bill credits over 2026-2028 total $75.0 million for PGL (QIP), plus $49.0 million for PGL and $1.0 million for NSG (UEA)
Rate base reduction and bill credit obligation recorded on the balance sheet at December 31, 2025 total $255.0 million
Champion Homes reported fiscal third-quarter 2026 results for the quarter ended December 27, 2025. Net sales rose 1.8% to $656.6 million, but net income fell 11.7% to $54.3 million and diluted EPS fell to $0.97, as lower gross profit reduced earnings. The board also refreshed the share repurchase authorization to $150 million after a $50.0 million increase approved January 29, 2026.
Net sales up 1.8% to $656.6 million; U.S. homes sold down 2.6% to 6,270
Gross profit margin fell 190 basis points to 26.2%; net income down 11.7% to $54.3 million
Diluted EPS $0.97 versus $1.06 a year earlier; Adjusted EBITDA down 10.2% to $74.8 million
Board increased the repurchase program by $50.0 million to $150 million on January 29, 2026; $50.0 million repurchased in the quarter
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
Match Group reported fourth-quarter 2025 revenue of $878 million, up 2% year over year, and net income of $210 million, up 32%. For full-year 2025, revenue was flat at $3.5 billion and Adjusted EBITDA declined 1% to $1.2 billion. The company also gave 2026 revenue guidance of $3,410 million to $3,535 million and declared a $0.20 quarterly dividend, a 5% increase from the prior dividend.
Q4 2025: revenue $878 million, up 2%; Payers down 5% to 13.8 million; revenue per payer up 7% to $20.72
Full-year 2025: Adjusted EBITDA $1.2 billion, down 1% year over year; free cash flow $1.0 billion
2026 guidance: revenue $3,410 million to $3,535 million; Adjusted EBITDA $1,280 million to $1,325 million
Dividend of $0.20 per share payable April 21, 2026, to holders of record on April 7, 2026
Take-Two Interactive reported preliminary results for its fiscal third quarter ended December 31, 2025, with Net Bookings of $1.76 billion, up 28% from a year earlier. The company raised its fiscal 2026 Net Bookings outlook to $6.65 billion to $6.7 billion and reported a narrower GAAP net loss than a year ago.
Q3 Net Bookings rose 28% to $1.76 billion; GAAP net revenue was $1.70 billion versus $1.36 billion last year.
GAAP net loss was $92.9 million, or $0.50 per share, compared with $125.2 million, or $0.71 per share, a year earlier.
Fiscal 2026 Net Bookings are now expected to range from $6.65 billion to $6.7 billion.
Grand Theft Auto VI is scheduled for release on November 19, 2026, according to the future lineup listed in the release.
Lam Research appointed Cadence Design Systems CEO Anirudh Devgan as a director effective February 3, 2026, increasing the board size by one. The company also said Chief Operating Officer Patrick J. Lord will retire effective March 6, 2026, and Seshasayee Varadarajan will succeed him as executive vice president and chief operating officer on the same date.
Anirudh Devgan, Ph.D., age 56, appointed to the board effective February 3, 2026, and joined the Innovation and Technology Committee
Devgan is CEO and a board member of Cadence Design Systems, Inc., and has been its president since November 2017
Patrick J. Lord, Ph.D., retiring as chief operating officer effective March 6, 2026; he notified the company on January 30, 2026
Seshasayee (Sesha) Varadarajan, age 51, named executive vice president and chief operating officer effective March 6, 2026
Amcor reported fiscal second-quarter 2026 net sales of $5,449 million, up 68% from a year earlier, driven by the Berry acquisition, and adjusted EPS of $0.86, up 7%. GAAP diluted EPS fell to $0.38 from $0.56 as restructuring, transaction and integration expenses rose to $118 million, and the company reaffirmed its fiscal 2026 adjusted EPS guidance of $4.00 to $4.15 and free cash flow guidance of $1.8 billion to $1.9 billion.
Net sales $5,449 million vs. $3,241 million a year earlier; quarterly volumes about 1.5% lower on a combined basis
GAAP diluted EPS $0.38 vs. $0.56; adjusted EPS $0.86 vs. $0.80
Free cash flow $289 million, including $69 million of Berry transaction, restructuring and integration costs
Fiscal 2026 guidance reaffirmed; quarterly dividend of $0.65 per share declared, payable March 17, 2026
Lumentum reported fiscal second-quarter 2026 results for the quarter ended December 27, 2025, with net revenue of $665.5 million, up 65.5% from a year earlier and 24.7% from the first quarter. GAAP net income was $78.2 million, or $0.89 per diluted share, compared with a net loss of $60.9 million a year earlier, and the company guided third-quarter net revenue to $780 million to $830 million.
Net revenue of $665.5 million, up 24.7% from the first quarter ($533.8 million) and 65.5% from the year-ago quarter ($402.2 million)
GAAP net income of $78.2 million, or $0.89 per diluted share, versus $4.2 million, or $0.05, in the first quarter
Third-quarter fiscal 2026 outlook: net revenue of $780 million to $830 million, non-GAAP operating margin of 30.0% to 31.0%, and non-GAAP diluted EPS of $2.15 to $2.35
Total cash, cash equivalents, and short-term investments of $1,155.3 million at quarter end, up $33.5 million sequentially
Clorox reported second-quarter fiscal 2026 results for the period ended December 31, 2025, with net sales down 1% to $1.67 billion and diluted EPS down 16% to $1.29. The company kept its full-year outlook but said results are tracking toward the lower end of the range because of order fulfillment challenges, an inventory drawdown, and higher costs.
Net sales fell 1% to $1.67 billion; organic sales also fell 1%, driven by lower consumption.
Diluted EPS fell 16% to $1.29 from $1.54; adjusted EPS fell 10% to $1.39 from $1.55.
Full-year fiscal 2026 guidance was maintained: diluted EPS of $5.60 to $5.95 and adjusted EPS of $5.95 to $6.30, both at the lower end of the range.
Household segment adjusted EBIT fell 54%; International segment adjusted EBIT rose 48%.
Sonos reported first fiscal quarter 2026 results for the period ended December 27, 2025. Revenue was $546 million, down from $551 million a year earlier, while GAAP net income rose to $94 million from $50 million and Adjusted EBITDA rose to $132 million from $91 million. The company did not provide guidance in this release and said it will give guidance on its earnings call.
Revenue of $546 million versus $551 million in the prior-year quarter
GAAP diluted EPS of $0.75 versus $0.40; non-GAAP diluted EPS of $0.93 versus $0.68
Adjusted EBITDA of $132 million versus $91 million, which the company says is up 45%
No guidance in the release; company will provide guidance on its February 3, 2026 earnings call
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