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).
Progressive reported February 2026 results in a news release furnished under Item 7.01, covering the month ended February 28, 2026. Net income rose 2% to $943 million and earnings per share rose 2% to $1.61, while net premiums written grew 5% to $6,995 million, but the combined ratio worsened to 85.7 from 82.6 a year earlier. The filing contains no guidance changes.
February net income $943 million vs. $928 million a year earlier (up 2%)
Diluted EPS $1.61 vs. $1.58 (up 2%); combined ratio 85.7 vs. 82.6 (3.1 points higher)
Management said February premium growth is about 2-3 points lower due to a month-end closing timing nuance; March results are due April 15, 2026
Williams-Sonoma reported fourth quarter fiscal 2025 net revenues of $2.36 billion, down from $2.46 billion a year earlier, which included a 14-week quarter, while comparable brand revenue rose 3.2% and diluted EPS fell to $3.04 from $3.28. Full-year diluted EPS of $8.84 was a record, and the board raised the quarterly dividend 15% to $0.76 per share, which matters to shareholders because it increases cash returns even as quarterly profit declined.
Q4 operating income was $478 million, with an operating margin of 20.3%, down from 21.5% a year earlier.
Fiscal 2025 diluted EPS was a record $8.84, up 0.6%, on net revenues of $7.81 billion.
Fiscal 2026 outlook calls for net revenue growth of 2.7% to 6.7% and an operating margin of 17.5% to 18.1%, including tariff effects front-loaded in the first half.
Quarterly dividend rises to $0.76 per share, payable May 22, 2026, to holders of record as of April 17, 2026.
Macy's reported fourth-quarter and fiscal 2025 results on March 18, 2026, with comparable sales up 1.5% for the year but net sales down 2.4% to $21.8 billion. Adjusted diluted EPS fell to $2.32 from $2.64 a year earlier, and 2026 adjusted EPS guidance of $1.90 to $2.10 sits below the $2.15 fiscal 2025 figure shown on the updated basis. GAAP results were boosted by a $328 million interchange fee settlement, and the board raised the quarterly dividend 5%.
Q4 2025 net sales were $7.6 billion, down 1.7%, while comparable sales rose 1.8%; adjusted diluted EPS was $1.67 versus $1.80 a year earlier.
Fiscal 2025 GAAP and adjusted diluted EPS were each $2.32, above the company's $2.00 to $2.20 guidance range, against GAAP EPS of $2.07 and adjusted EPS of $2.64 in fiscal 2024.
Fiscal 2026 guidance calls for net sales of $21.4 billion to $21.65 billion and adjusted diluted EPS of $1.90 to $2.10.
Quarterly dividend raised 5% to 19.15 cents per share, payable April 1, 2026; about $1.1 billion remained under the $2.0 billion buyback authorization at fiscal year-end.
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.