741 material Form 8-K filings that 597 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).
Acadia Pharmaceuticals appointed Jonathan M. Poole as a director on March 3, 2026, filling a board vacancy, and named him to the Audit Committee effective immediately. The filing details his director pay and an initial equity grant with a target value of $200,000, plus a prorated annual grant of $95,300, which adds to the board's composition and compensation terms but does not report any financial results.
Poole appointed to the Board on March 3, 2026 as a Class II director, with a term expiring at the 2027 Annual Meeting of Stockholders
Annual cash retainers of $50,000 for board service and $12,500 for Audit Committee membership, prorated per the Policy
Initial equity grant with target fair value of $200,000 and prorated annual grant with target fair value of $95,300, both vesting over one year to three years
Future annual equity grant target value of $400,000 starting with the 2026 Annual Meeting of Stockholders
Moderna and Arbutus/Genevant agreed on March 3, 2026 to settle all pending patent infringement litigation between them, covering Spikevax and mRESVIA, with no future royalties owed. Moderna must pay a $950 million lump sum by July 8, 2026, and may owe a further $1.3 billion contingent payment depending on a Federal Circuit appeal over whether 28 U.S.C. § 1498 bars the claims; if Moderna prevails, no further payments are due.
$950 million noncontingent lump sum payment due on or before July 8, 2026
Contingent payment of $1.3 billion, due within 90 days of a Federal Circuit decision, if § 1498 does not bar the claims
Moderna may appeal the § 1498 issue to the Federal Circuit; full prevailing outcome means no further payments
Fully paid-up, royalty-free license covers Spikevax, mNEXSPIKE and mRESVIA; full agreement to be filed with the Form 10-Q for the quarter ending March 31, 2026
On March 4, 2026, EPAM Systems entered into a $300 million accelerated share repurchase agreement with Morgan Stanley under its $1.0 billion buyback authorization approved in October 2025. EPAM received an initial delivery of 1,703,336 shares, worth $240 million at the March 4 closing price, with the final share count to be set by the average share price over the deal's term, less a discount. The company said it is funding the transaction with cash on hand and borrowings under its existing credit facility, and $452.5 million of authorization remains after the agreement.
Payment: $300 million to Morgan Stanley, signed March 4, 2026
Initial delivery: 1,703,336 shares, or $240 million at the March 4, 2026 closing price, expected by March 5, 2026
Final settlement expected no later than the second quarter of 2026; final share count depends on the volume-weighted average price, less a discount
Affiliates of LS Power, which received the shares as part of NRG's January 30, 2026 acquisition of LS Power portfolio entities, agreed to sell 14,300,000 NRG common shares at $164.00 each, for about $2.35 billion in gross proceeds to the sellers. NRG receives none of the offering proceeds, but it separately agreed to repurchase $300 million of its stock from the same sellers at the offering price, with that purchase closing alongside the offering on March 4, 2026. For shareholders, the filing shows a large block of previously issued shares entering the public market, partly offset by NRG's buyback under its existing repurchase program.
14,300,000 shares priced at $164.00 per share; sellers' gross proceeds about $2,345,200,000 before underwriting discounts; underwriters hold a 30-day option on 2,145,000 more shares.
NRG receives no proceeds; separate repurchase of 1,829,269 shares for about $300 million, closing March 4, 2026.
Lock-up on the remaining 8,120,731 shares runs 45 days from March 2, 2026; NRG waived the prior lock-up that ran to July 30, 2026.
Alnylam's Board granted CEO Yvonne Greenstreet a special performance share award effective March 2, 2026, with a target of 55,373 shares and a stated face value of $18.0 million. The award pays out only if the stock's future 30-day average price reaches thresholds starting at $500 and reaching $800 by December 31, 2029, so it creates no value unless shareholders see significant stock price gains.
Target award: 55,373 performance share units, face value $18.0 million based on the $325.07 closing price on the Grant Date
Vesting range: 50% to 200% of target, tied to future average stock price thresholds of $500, $600, $700 and $800
Baseline threshold of $500 must be met or the award is forfeited in full; vesting date is December 31, 2029
The award was granted concurrently with the March 2, 2026 annual equity grants to Greenstreet and other executives
Brown & Brown's Compensation Committee adopted a 2026 annual cash incentive plan for certain executive officers and approved performance-based stock awards on March 3, 2026. The awards tie executive pay to organic revenue growth, adjusted EBITDAC margin, five-year share price and earnings per share targets, which aligns payouts with long-term results shareholders would track.
Target 2026 cash incentives: J. Powell Brown $5,500,000; R. Andrew Watts $1,400,000; Chris L. Walker $1,400,000; J. Scott Penny $1,100,000
Performance stock awards granted March 3, 2026: J. Powell Brown $10,000,000; R. Andrew Watts $5,000,000; J. Scott Penny $2,500,000
Chris L. Walker received a performance stock unit grant valued at $1,500,000, with payouts measured over five years beginning January 1, 2026
WesBanco's board approved reducing its size from 19 directors to 15, effective at the conclusion of the 2026 Annual Meeting of shareholders in April 2026. Three directors accepted a voluntary retirement offer, and director Michael J. Crawford is retiring under the company's age policy. The board said the change was made to position it at an optimal size, since its current size is much larger than that of peers.
Board size falls from 19 to 15 directors, effective at the conclusion of the April 2026 Annual Meeting.
Abigail M. Feinknopf, James W. Cornelsen and D. Bruce Knox accepted the voluntary retirement offer, which includes a one-time restricted stock grant valued at $250,000.
Michael J. Crawford retires at the 2026 Annual Meeting under the policy requiring directors to be under 70 at election.
John L. Bookmyer and Joseph R. Robinson were reclassified to rebalance the board's three director classes, with Bookmyer nominated for a three-year term and Robinson for a one-year term.
On March 4, 2026, AbbVie completed an underwritten public offering of seven series of senior notes, totaling $8.0 billion in principal, maturing between 2028 and 2066. The notes are unsecured and rank equally with AbbVie's existing unsecured debt, so the offering adds to the company's long-term borrowing obligations that shareholders' interests sit behind.
Seven series issued: $750 million floating rate notes and $1.5 billion 3.775% notes due 2028 among the fixed-rate series, plus notes due 2031, 2033, 2036, 2056 and 2066 with coupons from 4.125% to 5.650%
Floating rate and 2028 notes mature March 3, 2028; the other series mature March 15 of their respective years
Notes governed by a Supplemental Indenture No. 12 dated March 4, 2026, with U.S. Bank Trust Company, National Association as trustee
Offering registered under a Form S-3ASR dated February 14, 2025; prospectus supplement dated February 24, 2026
SL Green appointed Chief Investment Officer Harrison Sitomer as its President on February 27, 2026, and he will keep the Chief Investment Officer role. The company also extended Chief Financial Officer Matthew DiLiberto's term through January 1, 2029, with a new employment agreement. Shareholders get a clearer management structure, and the filing sets out the pay terms for both executives.
Harrison Sitomer, 36, was appointed President on February 27, 2026, and has been Chief Investment Officer since 2022.
Sitomer's employment agreement runs from 1/1/26 to 1/1/30, with a base salary of $700,000 and a $750,000 signing bonus.
Sitomer's first time-based award is $3,300,000 in restricted stock, and his first performance-based LTIP award has a target value of $2,500,000.
DiLiberto's term as CFO is extended to January 1, 2029, with a base salary of $660,000 and a first time-based LTIP award of $1,540,000 made in February 2026.
Walker & Dunlop and its operating subsidiary signed a seventeenth amendment to their warehousing credit agreement with PNC Bank on March 2, 2026. The amendment extends the facility's maturity to March 1, 2027, lowers the bulge commitment fee, and allows a temporary one-time advance of up to $2.5 billion through May 1, 2026.
Maturity of the warehousing agreement extended to March 1, 2027
Temporary one-time right to request an advance of up to $2.5 billion, available March 2, 2026 to May 1, 2026
Bulge Commitment Fee decreased; the company continues to guarantee the borrower's obligations
On February 26, 2026, Quanta Services' Compensation Committee adopted 2026 annual, long-term and discretionary incentive plans covering corporate employees, senior leadership and all employees, with specific target incentive amounts set for executive officers. The filing describes compensation structure rather than financial results, so it does not change reported performance.
Adopted February 26, 2026 by the Compensation Committee of the Board
2026 annual metrics include EBITDA, EBITDA margin and safety
Long-term metrics for January 1, 2026 to December 31, 2028 include return on invested capital, earnings per share and total stockholder return
M/I Homes director Norman L. Traeger, a board member since 1997, notified the company on February 27, 2026 that he will retire at the end of his current term and will not stand for re-election at the 2026 Annual Meeting of Shareholders. The company said it will name his successor in the proxy statement for that meeting, so shareholders will learn the replacement later.
Norman L. Traeger has served on the board since 1997 and gave notice on February 27, 2026.
He will not stand for re-election at the 2026 Annual Meeting of Shareholders.
The board's nominee to succeed him will be identified in the 2026 proxy statement.
The filing does not describe the reasons for the retirement.
Albemarle's board appointed Michelle T. Collins and Mark R. Widmar as independent directors, effective February 26, 2026, and the company announced the appointments on March 2, 2026. The filing describes the appointments as part of the board's regular succession planning and does not indicate any change in the company's financial results or operations.
Collins brings more than 40 years of audit and advisory experience, including a career at Deloitte & Touche LLP from 1996 until her retirement.
Widmar has served as Chief Executive Officer of First Solar since 2016 and previously held CFO roles at First Solar and GrafTech International.
Each director will receive an annual cash retainer of $120,000 and an annual restricted stock grant equal to $170,000 at the grant date, pro-rated for partial-year service.
Diamondback Energy and other selling stockholders sold 17,391,304 Class A shares of Viper Energy in a public offering priced at $45.90 per share, with closing expected March 4, 2026. Viper received no proceeds from the sale, but its operating subsidiary repurchased 1,000,000 units from Oaktree affiliates under the company's $1.75 billion repurchase program, which the board expanded to cover such purchases.
Offering price of $45.90 per share; gross proceeds to selling stockholders of approximately $798 million.
J.P. Morgan Securities and Goldman Sachs & Co. LLC acted as underwriters; underwriters hold an option for up to 2,608,696 additional shares.
OpCo repurchased 1,000,000 units from Oaktree affiliates, and a matching number of Class B shares were cancelled.
Approximately $1.23 billion remains available under the $1.75 billion share repurchase authorization, excluding excise tax.
American Eagle Outfitters reported fourth-quarter fiscal 2025 net revenue of $1.8 billion, up 10%, and a record holiday period. GAAP diluted earnings per share fell to $0.50 from $0.54 after $84 million of impairment and restructuring charges, while adjusted diluted EPS rose to $0.84 from $0.54. The company also guided fiscal 2026 operating income to $390 million to $410 million.
Q4 net revenue of $1.8 billion rose 10%; total comparable sales rose 8%, with Aerie up 23% and American Eagle up 2%.
Q4 GAAP operating profit was $96 million, including $84 million of impairment and restructuring charges tied to the exit from Quiet Platform, store impairments and corporate restructuring.
Fiscal 2025 GAAP diluted EPS was $1.09 versus $1.68 a year earlier; adjusted diluted EPS was $1.50 versus $1.74.
Fiscal 2026 operating income guidance is $390 million to $410 million; 2026 capital expenditures are expected at $250 million to $260 million.
Lithia Motors entered into a Seventh Amendment to its Fourth Amended and Restated Loan Agreement with U.S. Bank National Association as administrative agent, dated February 27, 2026. The amendment extends the credit facility's expiration date to February 27, 2031, and resets the financing commitment allocations across floorplan and revolving credit lines. For shareholders, the filing describes a longer-dated credit facility and changes to how financing is allocated, but it does not state any new borrowing amount or cost.
Credit facility expiration extended to February 27, 2031, with annual 1-year extension options subject to lender consent and other conditions
Upon election to convert to VIN-specific reporting, New Vehicle Floorplan $2.7 billion, Used Vehicle Floorplan $1.25 billion, Service Loaner Floorplan $150 million, Revolving Line of Credit $2.4 billion
Cracker Barrel reported fiscal 2026 second-quarter revenue of $874.8 million, down 7.9% from the prior year quarter, with GAAP diluted EPS of $0.06 versus $0.99 a year earlier. The company narrowed its fiscal 2026 outlook, with adjusted EBITDA now expected at $85 million to $100 million, compared with the previous $70 million to $110 million range.
Q2 total revenue $874.8 million, down 7.9%; comparable store restaurant sales down 7.1% and comparable store retail sales down 9.2%
GAAP diluted EPS $0.06 vs. $0.99; adjusted diluted EPS $0.25 vs. $1.38; GAAP net income $1.3 million vs. $22.2 million
Fiscal 2026 outlook: revenue $3.24 billion to $3.27 billion (previously $3.2 billion to $3.3 billion); adjusted EBITDA $85 million to $100 million (previously $70 million to $110 million)
Expects a net cash benefit of about $46 million in the third quarter from settlement of certain litigation; quarterly dividend of $0.25 per share payable May 13, 2026
H2O America priced an underwritten offering of 11,484,824 common shares at $53.00 per share on March 3, 2026, an increase of approximately $58.7 million over the offering size announced March 2. The company expects the net proceeds, together with certain debt financing, to fund its Quadvest acquisition, though the offering is not conditioned on that deal closing; new shares sold by the company or settled under forward sale agreements would dilute existing shareholders' earnings per share.
Priced at $53.00 per share for 11,484,824 shares; the company sells 3,937,654 shares directly and 7,547,170 shares are sold through forward sale agreements
Estimated net proceeds of approximately $588.9 million, or $677.2 million if the underwriters' option is exercised in full
Underwriters exercised their option in full on March 3, 2026, for 1,722,723 additional shares
Forward sale agreements have an initial forward price of $51.2775 per share and settle on or before March 2, 2028
Ooma reported fiscal fourth-quarter 2026 revenue of $74.6 million, up 15% year over year, and GAAP net income of $4.0 million, or $0.14 per diluted share, compared with a net loss of $0.3 million a year earlier. The company also gave first-quarter and full fiscal 2027 revenue and profit ranges, and the December 2025 acquisitions of FluentStream and Phone.com contributed $6.1 million of Q4 revenue. Shareholders get a clearer view of results and outlook, though the GAAP profit includes a $2.5 million tax benefit.
Q4 fiscal 2026 revenue was $74.6 million, up 15%; the FluentStream and Phone.com acquisitions contributed $6.1 million.
GAAP net income was $4.0 million, or $0.14 per diluted share, versus a net loss of $0.3 million, or $0.01 per share, a year earlier; it includes a $2.5 million tax benefit.
Non-GAAP net income was $9.4 million, or $0.34 per diluted share, versus $5.8 million, or $0.21, a year earlier.
Fiscal 2027 outlook: total revenue of $321 million to $325 million and GAAP net income of $9.3 million to $10.8 million; Q1 fiscal 2027 revenue of $79.6 million to $80.4 million.
Broadcom reported first-quarter fiscal 2026 revenue of $19.3 billion, up 29% from a year earlier, with GAAP diluted EPS of $1.50 versus $1.14 and non-GAAP diluted EPS of $2.05 versus $1.60. It guided second-quarter revenue to about $22.0 billion, up 47% year over year, and announced a $0.65 quarterly dividend and a new $10 billion share repurchase program, which together signal continued revenue growth and plans to return cash to shareholders.
Q1 AI semiconductor revenue was $8.4 billion, up 106% year over year, per CEO Hock Tan
GAAP net income was $7.3 billion, up 34% from $5.5 billion; non-GAAP net income was $10.2 billion
Quarterly dividend of $0.65 per share is payable March 31, 2026, to holders of record on March 23, 2026
New $10 billion share repurchase program runs through December 31, 2026
Alignment Healthcare disclosed an underwritten offering in which a selling stockholder, not the company, sold 13,167,733 shares of common stock through J.P. Morgan Securities LLC. The offering closed on March 4, 2026, and the company said it will receive none of the proceeds, so the deal does not add new shares or cash to the company.
Underwriting agreement dated March 2, 2026, with J.P. Morgan Securities LLC and the selling stockholder
13,167,733 shares of common stock offered by the selling stockholder
Closing and delivery of shares took place March 4, 2026
Company will not receive any proceeds from the sale
Insulet Corporation entered into a severance agreement and release with Ana M. Chadwick, its former Chief Financial Officer, on February 27, 2026. The filing says the agreement implements severance benefits already disclosed in earlier filings and does not materially change those arrangements.
Agreement dated February 27, 2026, with former CFO Ana M. Chadwick
Terms do not differ materially from previously disclosed arrangements, per the Form 8-K filed September 16, 2025
Includes standard release of legal claims, mutual non-disparagement, and continuing confidentiality, non-solicit, non-compete, and IP assignment obligations
Filing dated March 4, 2026, signed by Patricia K. Dolan, Vice President and Secretary
BrightSpring Health Services agreed on March 2, 2026 to a secondary offering of 20,000,000 common shares at $41.15 per share, all sold by selling stockholders including KKR Phoenix Aggregator L.P. The offering closed March 4, 2026, and the company did not receive offering proceeds, but it repurchased 1,464,807 shares from the underwriter, which the filing says carried no underwriting fees.
Offering: 20,000,000 common shares sold by selling stockholders at $41.15 per share, led by Goldman Sachs & Co. LLC as underwriter
Company received no offering proceeds, apart from cash from management stock option exercises
Company repurchased 1,464,807 shares from the underwriter as part of the offering, with no underwriting fees
Offering was made under an automatic shelf registration filed June 10, 2025; closing occurred March 4, 2026
Okta reported fourth-quarter fiscal 2026 revenue of $761 million, up 11% year over year, and GAAP diluted earnings of $0.35 per share versus $0.13 a year earlier. The company set fiscal 2027 revenue guidance of $3.170 billion to $3.190 billion, which represents 9% growth, below the 12% growth reported for fiscal 2026.
Q4 GAAP net income was $63 million, or $0.35 per diluted share, compared with $23 million, or $0.13, a year earlier
Q4 non-GAAP diluted net income per share was $0.90, compared with $0.78 a year earlier
Fiscal 2027 non-GAAP diluted EPS guidance is $3.74 to $3.82, based on a non-GAAP tax rate of 21%, down from 26%
Q1 fiscal 2027 total revenue guidance is $749 million to $753 million, representing 9% growth
Grocery Outlet reported a fourth-quarter fiscal 2025 net loss of $218.2 million, or $(2.22) per diluted share, compared with net income of $2.3 million a year earlier, after $149.0 million of goodwill impairment and $110.2 million of long-lived asset impairment. Net sales rose 10.7% to $1.22 billion, although comparable store sales fell 0.8%, and the company's board adopted a plan on March 2, 2026 to close 36 underperforming stores. Fiscal 2026 guidance calls for adjusted EBITDA of $220 million to $235 million and diluted adjusted earnings per share of $0.45 to $0.55, versus $0.76 in fiscal 2025.
Q4 net sales rose 10.7% to $1.22 billion, including $82.4 million from the 53rd week; comparable store sales declined 0.8%.
Q4 net loss was $218.2 million, or $(2.22) per diluted share, versus net income of $2.3 million, or $0.02, a year earlier.
Board adopted the Optimization Plan on March 2, 2026 to close 36 stores; estimated fiscal 2026 net restructuring charges are $14 million to $25 million.
Fiscal 2026 outlook: net sales of $4.60 billion to $4.72 billion and adjusted EBITDA of $220 million to $235 million.
National Presto reported 2025 net sales of $503.5 million, up from $388.2 million in 2024, driven by its Defense segment. Net earnings fell 20.2% to $33.1 million ($4.63 per share) from $41.5 million ($5.82 per share), as the Housewares/Small Appliance segment posted a significant operating loss tied to tariffs and a capital loss from a supplier bankruptcy. Vice President of Engineering Jeff Morgan will also retire on April 30, 2026.
Net sales rose to $503.5 million from $388.2 million; Defense sales increased $121.9 million, or 42.9%
Net earnings declined to $33.1 million ($4.63 per share) from $41.5 million ($5.82 per share)
Housewares/Small Appliance net revenue fell $7.2 million, or 7.0%, and the segment reported a significant operating loss
Jeff Morgan will retire as Vice President of Engineering and resign his officer position effective April 30, 2026; the 2026 regular dividend is $1.00 per share with no extra dividend
Veeva reported fourth-quarter fiscal 2026 revenue of $836.0 million, up 16% year over year, with GAAP diluted net income per share of $1.45 versus $1.18 a year earlier. The company also issued fiscal 2027 revenue guidance of $3,585 million to $3,600 million and non-GAAP diluted EPS of about $8.85. The filing does not state prior full-year guidance, so it does not say whether the new outlook is higher or lower than before.
Q4 total revenue $836.0 million, up from $720.9 million; GAAP operating income $245.9 million, up 30%
Q4 GAAP diluted EPS $1.45 vs $1.18; non-GAAP diluted EPS $2.06 vs $1.74
Fiscal 2027 revenue guidance $3,585 million to $3,600 million; non-GAAP operating income about $1,590 million
Q1 fiscal 2027 (ending April 30, 2026) revenue guidance $855 million to $858 million
On March 4, 2026, Vir Biotechnology's board appointed Chief Executive Officer Marianne De Backer to the additional position of President. The filing describes no change to her compensation and no financial results, so the change is administrative in nature and reflects a broader role for the chief executive.
Marianne De Backer, Ph.D., remains Chief Executive Officer and principal executive officer and adds the title of President.
Board of Directors made the appointment on March 4, 2026.
Filing states no family relationship and no related-party transactions requiring disclosure for Dr. De Backer.
Biographical details are incorporated by reference from the proxy statement filed April 17, 2025.
Crown Holdings, Inc. announced that Michael P. Doss, former President and CEO of Graphic Packaging Corporation, joined its Board of Directors effective March 3, 2026, bringing the Board to ten members. The filing says he is expected to join the Audit Committee and will receive the same non-employee director compensation as other board members.
Michael P. Doss elected to Board effective March 3, 2026; Board now has ten members
Doss served as President, CEO and Director of Graphic Packaging Corporation from 2016 to 2025
Doss has been a Director of Regal Rexnord Corporation since 2023; expected to join the Audit Committee
On March 4, 2026, Azenta's UK subsidiary acquired UK Biocentre Limited, a UK provider of sample management and storage services, for GBP 20.5 million net of cash, including up to GBP 1.8 million in milestone-based contingent consideration. Azenta expects the deal to reduce its 2026 Adjusted EBITDA margin on a pro forma basis, while adding to its 2027 and 2028 organic revenue growth and margin expansion expectations.
Total consideration of GBP 20.5 million, net of cash, including up to GBP 1.8 million contingent on milestones
UK Biocentre generated about GBP 15.3 million in revenue for the twelve months ended September 30, 2025
Expected to be dilutive to 2026 Adjusted EBITDA margin by about 35 basis points on a pro forma fiscal-year basis
Expected to be accretive to 2027 and 2028 organic revenue growth and Adjusted EBITDA margin expansion expectations
Hexcel entered into a cooperation agreement with Vision One Fund, LP on March 3, 2026, under which the activist investor withdrew its nominees for the 2026 annual meeting and agreed to standstill, non-disparagement and voting commitments. The company appointed Neal J. Keating, former chairman, president and CEO of Kaman Corporation, to its Board and Audit Committee the same day.
Vision One Parties agreed to withdraw their nominees for the 2026 Annual Meeting and to customary standstill restrictions until the Expiration Date.
Neal J. Keating, age 70, was appointed to the Board and Audit Committee on March 3, 2026, and will be nominated for election at the 2026 annual meeting.
Board size is capped at ten directors until the 2026 Annual Meeting and nine directors afterward, subject to the Expiration Date terms in the agreement.
Brown-Forman reported third-quarter fiscal 2026 results for the period ended January 31, 2026. Quarterly net sales and diluted earnings per share rose, but nine-month net sales and earnings per share declined, and the company reaffirmed its fiscal 2026 outlook for organic sales and operating income to decline in the low-single digits.
Third quarter: net sales rose 2% to $1.1 billion, operating income rose 21% to $340 million, and diluted EPS rose 1% to $0.58.
Nine months: net sales fell 2% to $3.0 billion, operating income was flat at $905 million, and diluted EPS fell 8% to $1.41.
Fiscal 2026 outlook reiterated for organic net sales and organic operating income declines in the low-single digit range; forecast effective tax rate updated to 19% to 21% from 21% to 23%.
Celanese director Timothy Go resigned from the company's Board of Directors effective February 27, 2026, according to an 8-K filed March 4, 2026. The filing states the resignation was not due to any disagreement with the company on operations, policies, or practices.
Timothy Go resigned from the Board effective February 27, 2026
Filing states no disagreement with the company on operations, policies, or practices
Board and company thanked Mr. Go for his service as a Director
Abercrombie & Fitch reported unaudited results for the fourth quarter and fiscal year ended January 31, 2026. Fourth-quarter net sales rose 5% to $1.67 billion and diluted EPS rose to $3.68 from $3.57, while operating margin fell to 14.1% from 16.2%. For the full year, net sales rose 6% to $5.27 billion, but diluted EPS fell to $10.46 from $10.69, or $9.86 excluding a one-time litigation settlement gain, and the company guided fiscal 2026 EPS to $10.20 to $11.00.
Q4 net sales $1.67 billion, up 5%; comparable sales up 1%; operating income $236 million vs. $256 million a year earlier
Full-year net sales $5.27 billion, up 6%; GAAP diluted EPS $10.46 and adjusted $9.86, vs. $10.69 in fiscal 2024
Full-year operating margin 13.3% reported and 12.5% adjusted, vs. 15.0% a year earlier
Fiscal 2026 outlook: net sales growth 3% to 5%, operating margin 12.0% to 12.5%, EPS $10.20 to $11.00, including a 15% tariff assumption
Bath & Body Works reported fourth-quarter 2025 net sales of $2,724 million, down 2%, and diluted EPS of $1.99 versus $2.09 a year earlier. It guided fiscal 2026 net sales down 4.5% to 2.5% and adjusted diluted EPS of $2.40 to $2.65, compared with adjusted EPS of $3.21 in 2025, which signals lower profit for shareholders.
Q4 2025 net sales were $2,724 million, down from $2,788 million; operating income was $599 million versus $678 million.
Q4 2025 diluted EPS was $1.99 ($2.05 adjusted), compared with $2.09 a year earlier.
Full-year 2026 guidance: net sales down 4.5% to 2.5%; adjusted diluted EPS of $2.40 to $2.65, compared with $3.21 in 2025.
Company expects free cash flow of approximately $600 million in fiscal 2026 and assumes no share repurchases.
Dycom reported record fourth-quarter contract revenues of $1.458 billion, up 34.4%, and full-year revenue of $5.546 billion, up 17.9%, with the Power Solutions acquisition contributing. Fourth-quarter GAAP net income fell to $16.3 million, or $0.55 per diluted share, after transaction-related costs, while adjusted diluted EPS rose to $2.03 and the company guided fiscal 2027 contract revenues to $6.85 billion to $7.15 billion.
Q4 contract revenues $1.458 billion, up 34.4%, or 16.6% organically; Q4 net income $16.3 million vs. $32.7 million a year earlier
Full-year net income $281.2 million, up 20.5%; diluted EPS $9.56 vs. $7.92
Power Solutions, LLC acquisition completed December 23, 2025; Q4 acquisition and integration costs $18.8 million
Fiscal 2027 outlook: contract revenues $6.85 billion to $7.15 billion; Q1 fiscal 2027 adjusted EBITDA $202 million to $218 million
Effective March 3, 2026, the Fund extended the final mandatory redemption date for its Series 1 and Series 2 Variable Rate Demand Preferred Shares from September 11, 2026 to September 11, 2056. The filing is a Regulation FD disclosure and does not state the reason for the extension or any change to dividend terms.
Series 1 preferred shares with aggregate liquidation preference of $236.8 million now have a final mandatory redemption date of September 11, 2056.
Series 2 preferred shares with aggregate liquidation preference of $267.5 million now have the same extended date of September 11, 2056.
Dividends remain set weekly by a remarketing agent, subject to a maximum rate that can rise after extended unsuccessful remarketing.
FactSet said Kate Stepp, its former Chief Technology Officer, became Chief AI Officer, and Bob Stolte took over as Chief Technology Officer, both effective March 2, 2026. Stepp will lead the company's AI services for clients and report to CEO Sanoke Viswanathan, while Stolte will oversee the global technology organization, including cybersecurity and operational resilience.
Kate Stepp moves from Chief Technology Officer, a role she held since September 2022, to Chief AI Officer
Bob Stolte was appointed Chief Technology Officer, reporting to CEO Sanoke Viswanathan
Both appointments are effective March 2, 2026; the company announced them March 4, 2026
National Vision reported fourth-quarter 2025 net revenue of $503.4 million, up 15.1%, and income from continuing operations of $3.3 million, compared with a $29.4 million loss a year earlier. For fiscal 2025, net income from continuing operations was $29.6 million, and the company issued fiscal 2026 guidance including adjusted diluted EPS of $0.85 to $1.09. The board also authorized up to $50 million in share repurchases effective March 2, 2026.
Q4 2025 net revenue was $503.4 million, up 15.1%; the 53rd week added $35.6 million.
Q4 diluted EPS from continuing operations was $0.04, compared with $(0.37) a year earlier.
Fiscal 2026 outlook: net revenue of $2.033 billion to $2.091 billion and adjusted diluted EPS of $0.85 to $1.09.
Board authorized up to $50 million in share repurchases effective March 2, 2026, running until December 28, 2030.
Ziff Davis said it signed a Securities Purchase Agreement on March 2, 2026, to sell its Connectivity division to Accenture Inc. for $1.2 billion in cash, subject to customary adjustments. The deal has been unanimously approved by the company's Board and is expected to close in the coming months, subject to closing conditions. Shareholders will see the company's remaining business change once the sale closes, though the filing does not state the financial effect of the sale.
Purchase price is $1.2 billion in cash, subject to customary adjustments set out in the agreement.
Agreement signed March 2, 2026, between Ziff Davis, Ziff Davis, LLC and Accenture Inc.
Deal can be terminated if it has not closed by December 2, 2026, which may be automatically extended to March 2, 2027.
At closing, Ziff Davis will provide transition services to Accenture under a Transition Services Agreement.
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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.