815 material Form 8-K filings that 659 companies we cover made with the SEC in March 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).
Jacobs Solutions completed an offering of $1.3 billion in senior unsecured notes due 2031 and 2036. The company plans to use the proceeds mainly to fund the cash consideration for its acquisition of the remaining shares of PA Consulting Group, with the rest going to repay revolving and term loan debt if the deal is delayed or not completed. For shareholders, the filing shows the company taking on new long-term debt to finance a large acquisition.
$800 million of 4.750% Senior Notes due March 3, 2031, and $500 million of 5.375% Senior Notes due March 3, 2036
Interest is paid semi-annually on March 3 and September 3, starting September 3, 2026
Proceeds are intended to finance cash consideration for the acquisition of PA Consulting Group's remaining shares; if the deal is not completed, proceeds will repay revolving and term loan borrowings
Notes are fully guaranteed by subsidiary Jacobs Engineering Group Inc. and issued under an indenture with U.S. Bank Trust Company as trustee
Vertiv sold $2.1 billion of senior unsecured notes in four tranches maturing 2036 to 2066 and closed a new $2.5 billion revolving credit facility on March 3, 2026. Proceeds, with cash on hand, repaid its term loan, and the new facility replaced its $800 million asset-based revolver. The filing describes the financing as extending the weighted average maturity of the company's debt, with no change to reported earnings or guidance.
Four note tranches totaling $2.1 billion: $600 million due 2036 at 4.850%, $500 million due 2046 at 5.650%, $500 million due 2056 at 5.800%, and $500 million due 2066 at 5.950%
Company raised $2.08 billion in net proceeds, used with cash on hand to repay the term loan in full
New $2.5 billion revolving credit facility matures in five years, replacing the $800 million asset-based revolver
Debt ratings are Baa3 / BBB- / BBB- from Moody's, S&P and Fitch, with S&P and Moody's each upgrading one notch in February 2026
Covista Inc. entered into a credit agreement amendment on March 2, 2026, raising $510 million in new term loans maturing March 2, 2033, and used the proceeds to repay existing term loans and fully redeem its 5.50% Senior Secured Notes due 2028. The amendment cuts the term loan interest rate margin by 0.50%, which lowers borrowing costs, while the redemption payment included about $404,950,000 of note principal.
New term loans total $510 million, maturing March 2, 2033, at Term SOFR plus 2.25% (0.75% SOFR floor) or alternate base rate plus 1.25%
Term loan interest rate margins reduced by 0.50% under the amendment
Notes redeemed at 100.00% of principal, about $404,950,000 of principal plus accrued interest, with the indenture satisfied and discharged
Redemption notice was sent February 13, 2026; Morgan Stanley Senior Funding, Inc. is administrative agent
Genevant and Arbutus, both tied to Roivant, agreed to settle their patent infringement litigation against Moderna over LNP technology in its COVID-19 vaccines. Moderna will pay $950 million by July 8, 2026, plus a contingent $1.3 billion tied to a Federal Circuit appeal on 28 U.S.C. §1498. Roivant's board also raised its share repurchase authorization to $1.0 billion, including the previously approved $500 million.
Moderna to pay a noncontingent $950 million lump sum on or before July 8, 2026
Additional $1.3 billion contingent payment depends on the Federal Circuit's §1498 ruling; a partial outcome yields a prorated amount
Board increased the share repurchase program to up to $1.0 billion, funded with cash on hand, with no expiration date
Century Aluminum said its previously issued financial statements for fiscal 2023 and 2024 and several 2024-2025 interim periods should no longer be relied upon. The restatement stems from a change to fully consolidate its Jamalco production assets, after SEC staff disagreed with the company's view that the change was immaterial. The company said the change does not affect net income attributable to Century stockholders, but it expects to report a material weakness in internal controls.
Affected periods include fiscal years ended December 31, 2023 and 2024, and interim periods through September 30, 2025.
2024 gross profit as restated is $172.0 million, down from $185.0 million as previously reported; 2023 gross profit is $87.6 million, down from $91.9 million.
Total assets at December 31, 2024 rise to $2,120.0 million from $1,939.4 million; net income attributable to Century stockholders is unchanged.
The Audit Committee made the conclusion on March 2, 2026, and the company expects a material weakness in internal controls.
Ross Stores reported fourth-quarter fiscal 2025 sales up 12% to $6.6 billion and diluted earnings per share of $2.00, above its guidance of $1.77 to $1.85. The company projected fiscal 2026 EPS of $7.02 to $7.36, compared with $6.61 in fiscal 2025, and approved a new two-year $2.55 billion stock buyback and a 10% increase in its quarterly dividend, which means more cash returned to shareholders.
Q4 sales rose 12% to $6.6 billion, with comparable store sales up 9%.
Q4 diluted EPS of $2.00, compared with $1.79 a year earlier and guidance of $1.77 to $1.85.
Q1 fiscal 2026 EPS guidance of $1.60 to $1.67 vs. $1.47; full-year fiscal 2026 guidance of $7.02 to $7.36 vs. $6.61.
New two-year $2.55 billion buyback for fiscal 2026 and 2027; quarterly dividend raised 10% to $0.445 per share, payable March 31, 2026.
On March 3, 2026, in connection with the First Closing, Duke Energy's subsidiaries and an unnamed investor entered an amended and restated operating agreement for Florida Progress, LLC. The agreement gives the investor limited governance rights tied to its anticipated 19.7% ownership and sets out investor protections, including approval rights over certain major decisions and a right to require Progress Energy to buy the investor's interests under specified circumstances.
Investor's anticipated ownership of Florida Progress is 19.7%
Board of Florida Progress will have 11 managers: two nominated by the investor and nine by Progress Energy
Investor can require Progress Energy to acquire its membership interests in certain circumstances, subject to minimum ownership thresholds
Full agreement filed as Exhibit 10.1, dated March 3, 2026
On March 3, 2026, Pinterest agreed to sell $1 billion of 1.75% convertible senior notes due 2031 to Elliott, with closing expected on or about March 5, 2026. The company said it will use the proceeds for a $1 billion accelerated share repurchase, and its board authorized a new $3.5 billion buyback program that replaces the existing one. The notes convert at an initial price of about $22.72 per share, so conversion could add shares outstanding.
Elliott to buy $1 billion of notes at 1.75% interest, maturing March 1, 2031; closing expected on or about March 5, 2026
Initial conversion price of about $22.72 per share, a 30% premium to the March 2, 2026 closing price
$1 billion accelerated share repurchase with Goldman Sachs; initial delivery of about 80% of expected shares; final settlement no later than May 1, 2026
Board-approved $3.5 billion program leaves about $2.5 billion after the ASR; company intends up to $500 million more under a Rule 10b5-1 plan
The Cigna Group said Brian Evanko, its president and chief operating officer, will become chief executive on July 1, 2026, succeeding David Cordani, who retires as CEO and becomes executive chair. Evanko also joins the board effective April 1, 2026, and the company reaffirmed its 2026 outlook, including adjusted income from operations of at least $30.25 per share. For shareholders, the filing sets a planned leadership transition and leaves the 2026 financial outlook unchanged.
Brian Evanko, 49, becomes CEO on July 1, 2026; he has been president and chief operating officer since March 2025 and was chief financial officer from January 2021 to January 2024
David Cordani retires as CEO on July 1, 2026 and becomes executive chair; Eric Wiseman becomes Chair of the Corporate Governance Committee as Eric Foss becomes lead independent director on April 1, 2026
Evanko's annual base salary will be $1.3 million and his long-term incentive target $15.1 million, effective July 1, 2026
Reaffirmed 2026 outlook: adjusted income from operations of at least $30.25 per share, Evernorth pre-tax adjusted income of at least $6.9 billion, and Cigna Healthcare pre-tax adjusted income of at least $4.5 billion
Versant Media Group reported full-year 2025 results showing declines in revenue, net income and Adjusted EBITDA compared with 2024. The company also declared a $0.375 per share quarterly dividend and authorized its first share repurchase program of up to $1 billion, which matters to shareholders as a new capital return commitment alongside weaker results.
2025 revenue was $6.69 billion, down 5.3% from $7.06 billion in 2024
Net income attributable to Versant was $930 million, down 31.8% from $1.36 billion
Adjusted EBITDA was $2.42 billion, down 14.5%; Standalone Adjusted EBITDA was $2.18 billion, down 9.1%
Quarterly dividend of $0.375 per share is payable April 22, 2026 to holders of record on April 1, 2026
Wyndham Hotels & Resorts appointed Amit Sripathi, previously its Chief Development Officer – North America, as Chief Financial Officer effective March 3, 2026, replacing interim CFO Kurt Albert, who departs March 4, 2026 and moves to a nine-month advisory role. The company also reaffirmed its full-year 2026 outlook, which it first gave in its fourth-quarter 2025 earnings materials released February 18, 2026, so the change in finance leadership does not come with a guidance change.
Amit Sripathi appointed CFO effective March 3, 2026, with a base salary of $650,000 and a target annual incentive of 100% of base salary
Kurt Albert, interim CFO since November, departs March 4, 2026 and receives $450,000 in advisory fees over a nine-month transition period
Company reaffirmed its full-year 2026 outlook from its February 18, 2026 fourth-quarter 2025 earnings materials
David Wilner named Chief Development Officer – North America
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.