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).
Arch Capital Group reported fourth-quarter 2025 net income available to common shareholders of $1.2 billion, or $3.35 per diluted share, up from $925 million, or $2.42 per share, a year earlier. Underwriting income rose 32.3% to $827 million and the combined ratio improved to 80.6% from 85.0%, while the company repurchased $798 million of shares.
Net income available to common shareholders was $1.2 billion, or $3.35 per share, versus $925 million, or $2.42 per share, in the fourth quarter of 2024.
After-tax operating income available to common shareholders was $1.1 billion, or $2.98 per share, versus $866 million, or $2.26 per share, a year earlier.
Underwriting income was $827 million, up 32.3%, and the combined ratio was 80.6% versus 85.0%.
Share repurchases totaled $798 million, and book value per common share was $65.11 at December 31, 2025, a 4.5% increase from September 30, 2025.
Simpson Manufacturing reported fourth-quarter and full-year 2025 results on February 9, 2026. Full-year net sales rose 4.5% to $2.3 billion and diluted EPS rose 8.4% to $8.24, while fourth-quarter net sales rose 4.2% and diluted EPS rose 3.1% to $1.35, though fourth-quarter operating income fell 2.7%. The company also gave its 2026 outlook, estimating a consolidated operating margin of 19.5% to 20.5%.
Q4 2025 net sales of $539.3 million, up 4.2%; diluted EPS of $1.35, up 3.1%
Full-year 2025 income from operations of $458.1 million, an operating margin of 19.6%
2026 outlook: operating margin of 19.5% to 20.5%, including a $10.0 million to $12.0 million gain on sale of vacant land; capital expenditures of $75.0 million to $85.0 million
Board authorized up to $150.0 million in share repurchases for January 1 to December 31, 2026
UDR reported fourth-quarter 2025 results on February 9, 2026, with FFO per diluted share of $0.62, up from $0.48 a year earlier, and FFOA per diluted share of $0.64, up 2%. The company also set 2026 FFOA guidance of $2.47 to $2.57 per share, with a midpoint of $2.52 that is slightly below the 2025 actual of $2.54, and announced a 2026 annualized dividend of $1.74 per share, a 1.2% increase.
Q4 2025 FFO per diluted share was $0.62, up from $0.48 in Q4 2024; FFOA per diluted share was $0.64, up from $0.63.
Q4 2025 total revenue was $433.1 million, up 2.5% year over year; GAAP net income per diluted share was $0.67, compared with a loss of $(0.02) a year earlier.
Full-year 2026 FFOA guidance is $2.47 to $2.57 per share, midpoint $2.52, versus 2025 actual of $2.54.
The 2026 annualized dividend is $1.74 per share, a 1.2% increase over 2025; the Q4 2025 dividend was $0.43 per share.
Medpace reported fourth-quarter and full-year 2025 results on February 9, 2026. Revenue and GAAP earnings per diluted share both rose from the prior-year periods, and the company gave a 2026 forecast for revenue, GAAP net income and EBITDA, with the forecast implying slower revenue growth than in 2025.
Q4 2025 revenue was $708.5 million, up 32.0% from $536.6 million; GAAP diluted EPS was $4.67 versus $3.67.
Full-year 2025 revenue was $2.53 billion, up 20.0%; GAAP diluted EPS was $15.28 versus $12.63.
2026 guidance: revenue of $2.755 billion to $2.855 billion (8.9% to 12.8% growth) and GAAP diluted EPS of $16.68 to $17.50.
No share repurchases in Q4 2025; $821.7 million remained under the buyback program at December 31, 2025.
Cincinnati Financial reported fourth-quarter 2025 net income of $676 million, or $4.29 per share, up from $405 million, or $2.56 per share, a year earlier. The quarter included a $145 million after-tax increase in the fair value of equity securities still held, and non-GAAP operating income rose 7% to $531 million, or $3.37 per share. For full-year 2025, net income was $2.393 billion, or $15.17 per share, and book value per share reached $102.35 at December 31, 2025.
Q4 2025 net income $676 million, or $4.29 per share, vs. $405 million, or $2.56 per share, in Q4 2024
Q4 2025 non-GAAP operating income $531 million, or $3.37 per share, up 7%; full-year non-GAAP operating income $1.254 billion, up 5%
Full-year 2025 property casualty combined ratio 94.9%, up from 93.4% in 2024; book value per share $102.35 at December 31, 2025
ZoomInfo reported fourth-quarter 2025 revenue of $319.1 million, up 3% year over year, and GAAP net income of $34.7 million, or $0.11 per diluted share, compared with $14.6 million, or $0.04, a year earlier. Full-year 2026 revenue guidance of $1.247 billion to $1.267 billion is roughly level with 2025 revenue of $1,249.5 million. The board also approved an additional $1.0 billion share repurchase program on February 5, 2026, which the company says it may fund from working capital, operating cash flow and credit facility borrowings.
Q4 2025 revenue was $319.1 million, up 3% year over year; GAAP net income was $34.7 million, or $0.11 per diluted share, versus $0.04 a year earlier.
FY 2026 guidance: revenue of $1.247 billion to $1.267 billion and non-GAAP adjusted EPS of $1.10 to $1.12, compared with $1.09 in 2025.
Board approved an additional $1.0 billion stock repurchase program on February 5, 2026; in 2025 the company repurchased 40.5 million shares for $407.0 million.
Net revenue retention rate was 90% as of December 31, 2025.
Brixmor Property Group reported fourth-quarter 2025 net income attributable to the company of $137.1 million, or $0.44 per diluted share, up from $0.27 a year earlier, and Nareit FFO of $178.4 million, or $0.58 per diluted share, versus $0.53. The company also expects 2026 Nareit FFO of $2.33 to $2.37 per diluted share, compared with $2.25 for 2025, and same property NOI growth of 4.50% to 5.50%.
Q4 2025 net income attributable to Brixmor was $137.1 million, or $0.44 per diluted share, versus $0.27 in Q4 2024
Full-year 2025 net income attributable to Brixmor was $386.2 million, or $1.25 per diluted share, versus $1.11 in 2024
2026 guidance: Nareit FFO of $2.33 to $2.37 per diluted share and same property NOI growth of 4.50% to 5.50%
Quarterly dividend of $0.3075 per share, payable April 15, 2026 to holders of record on April 2, 2026
Anixa Biosciences said that 7 of 12 patients treated in its Phase 1 ovarian cancer CAR-T trial have lived beyond their expected median survival, and that regulators approved a protocol amendment allowing dose escalation. The company describes the survival evidence as encouraging but anecdotal, and says the trial is designed primarily to demonstrate safety. The filing contains no financial figures.
12 patients have been treated at four dosage levels; 7 have lived beyond their expected median survival of about three to four months
One patient survived 28 months, and three have survived more than one year (17, 15 and 14 months)
Amended protocol allows dosing up to 1×10⁹ cells/kg, from the original range of 1×10⁵ to 1×10⁷; no dose-limiting toxicities observed to date
Dr. Amit Kumar will discuss the trial at a Water Tower Research fireside chat on February 10, 2026, at 11:00am ET
Waters reported fourth-quarter 2025 sales of $932 million, up 7% as reported, and non-GAAP EPS of $4.53, up 10%. GAAP diluted EPS fell to $3.77 from $3.88, and the company said it would close its acquisition of Becton, Dickinson's Biosciences and Diagnostic Solutions business on the release date and guided 2026 reported revenue to $6.405 billion to $6.455 billion.
Q4 2025 sales $932 million, up 7% as reported and 6% in constant currency
Q4 GAAP diluted EPS $3.77 vs $3.88 a year earlier; non-GAAP EPS $4.53 vs $4.10
2026 guidance: non-GAAP EPS $14.30 to $14.50 and reported revenue $6.405 billion to $6.455 billion, including about $3.000 billion from the acquired business
Dynatrace reported third-quarter fiscal 2026 total revenue of $515 million, up 18% from a year earlier, and raised its full-year fiscal 2026 guidance. The board also authorized a new share repurchase program of up to $1 billion of common stock, which the company says will be funded from existing cash and future cash flow.
Total revenue of $515 million, up 18% (16% in constant currency); total ARR of $1,972 million, up 20%.
GAAP net income of $40 million, or $0.13 per diluted share, versus $362 million, or $1.19, a year earlier, when a tax benefit was recorded; non-GAAP net income per diluted share was $0.44 versus $0.37.
Fiscal 2026 total revenue guidance raised to $2,005 million-$2,010 million from $1,985 million-$1,995 million.
New $1 billion repurchase program has no time limit; the prior $500 million program was substantially completed, with $495 million spent through February 6, 2026.
Loews Corporation reported fourth-quarter 2025 net income of $402 million, or $1.94 per share, up from $187 million, or $0.86 per share, a year earlier. The prior-year quarter included a $265 million after-tax CNA pension settlement charge. For the full year, net income was $1,667 million, or $7.97 per share, compared with $1,414 million, or $6.41 per share, in 2024. The company also disclosed that the Boardwalk litigation has been remanded to the Delaware Chancery Court for further proceedings.
Q4 2025 net income was $402 million ($1.94 per share), compared with $187 million ($0.86 per share) in Q4 2024
Q4 2024 included a $265 million after-tax CNA pension settlement charge
Full-year 2025 net income was $1,667 million ($7.97 per share), compared with $1,414 million ($6.41 per share) in 2024
Q4 2025 total revenues were $4,734 million, compared with $4,546 million a year earlier; Loews repurchased 8.9 million shares for $782 million in 2025
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.