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).
Gaming and Leisure Properties reported fourth-quarter 2025 revenue of $407.0 million, up from $389.6 million a year earlier, and net income of $275.4 million, up from $223.6 million. The company also set 2026 AFFO guidance of $1.207 billion to $1.222 billion, or $4.06 to $4.11 per diluted share, and declared a first-quarter dividend of $0.78 per share, which shareholders can use to judge the company's cash flow outlook.
Q4 2025 revenue was $407.0 million versus $389.6 million in Q4 2024; diluted EPS was $0.94 versus $0.79.
Q4 2025 AFFO was $290.0 million versus $269.7 million, and full-year 2025 AFFO was $1.120 billion.
2026 AFFO guidance is $1.207 billion to $1.222 billion, or $4.06 to $4.11 per diluted share and OP/LTIP unit.
Board declared a first-quarter 2026 dividend of $0.78 per share, payable March 27, 2026 to holders of record on March 13, 2026.
PPL Corporation reported 2025 reported earnings of $1.18 billion, or $1.59 per share, up from $888 million, or $1.20 per share, in 2024, and earnings from ongoing operations of $1.34 billion, or $1.81 per share, up from $1.69. The company forecast 2026 earnings of $1.90 to $1.98 per share, raised its capital plan to $23 billion for 2026 through 2029, and increased its quarterly dividend, which matters to shareholders because it sets out higher expected earnings and dividend growth.
Reported 2025 earnings were $1.18 billion, or $1.59 per share, compared with $888 million, or $1.20 per share, in 2024.
Earnings from ongoing operations were $1.34 billion, or $1.81 per share, compared with $1.69 per share in 2024.
2026 earnings forecast range is $1.90 to $1.98 per share, with a midpoint of $1.94 per share, a 7.2% increase over 2025 ongoing earnings.
Quarterly common dividend rises to $0.2850 per share from $0.2725, payable April 1, 2026, to shareowners of record as of March 10, 2026.
Balchem reported fourth-quarter 2025 net sales of $263.6 million, up 9.8%, and GAAP diluted EPS of $1.21 versus $1.03 a year earlier. For full-year 2025, net sales were $1.037 billion, up 8.8%, and GAAP EPS was $4.75 versus $3.93, and the company said it increased its dividend by a double-digit percentage.
Q4 2025 net earnings were $39.2 million, up 16.8%, and adjusted EBITDA was $67.9 million, up 8.1%.
Q4 adjusted EPS was $1.31 versus $1.13 a year earlier.
Full-year 2025 net earnings were $154.8 million, up 20.5%, and free cash flow was $173.6 million.
Q4 share repurchases totaled $53.6 million, and net debt was $89.4 million at December 31, 2025.
TDS reported fourth-quarter 2025 operating revenues of $330.7 million, up from $295.3 million a year earlier, and diluted EPS from continuing operations of $0.32 versus $0.01. For full-year 2025, revenues fell to $1.23 billion from $1.30 billion, but EPS from continuing operations was $0.39 compared with a loss of $1.24 in 2024. The company also gave 2026 estimates for TDS Telecom and Array, which shareholders can use to track results against guidance.
Q4 2025 diluted EPS from continuing operations was $0.32, versus $0.01 in Q4 2024
Full-year 2025 operating revenues were $1,228.2 million, down from $1,297.0 million in 2024
Array closed its wireless spectrum sale with AT&T on January 13, 2026, for $1.018 billion; a $10.25 per share special dividend was paid February 2, 2026
Lamar Advertising reported fourth-quarter and full-year 2025 results on February 20, 2026, with net revenues up 2.8% in the quarter and 2.7% for the year. Quarterly net income rose from a year-earlier loss, but the comparison is distorted by a $159.7 million asset retirement obligation charge recorded in the 2024 period, and full-year free cash flow fell 5.3%. The company guided 2026 diluted earnings per share to $5.72 to $5.83 and diluted AFFO per share to $8.50 to $8.70.
Q4 2025 net revenues were $595.9 million, up 2.8% from $579.6 million; net income was $154.7 million versus a net loss of $1.0 million a year earlier
Full-year 2025 net revenues were $2.27 billion, up 2.7%; diluted EPS was $5.77 versus $3.52, helped by a $68.6 million gain on the sale of its Vistar Media stake
Full-year 2025 free cash flow was $696.6 million, down 5.3%; Q4 diluted AFFO per share rose 1.4% to $2.24
2026 guidance: diluted EPS of $5.72 to $5.83 and diluted AFFO per share of $8.50 to $8.70
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.