1,298 material Form 8-K filings that 1,057 companies we cover made with the SEC in April 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).
Corebridge Financial said preliminary first-quarter 2026 variable investment income is estimated at $15 million to $25 million pre-tax, with positive alternative investment returns offset by unrealized mark-to-market losses. The company also said it is exploring share repurchases before its pending merger with Equitable Holdings closes, which would require a waiver from Equitable, and that there is no assurance it will do so.
Estimated first-quarter 2026 variable investment income: $15 million to $25 million pre-tax, based on preliminary results and unaudited.
Positive alternative investment returns are estimated to be offset by unrealized mark-to-market losses on investments at fair value.
Full first-quarter results are scheduled for release May 4, 2026, with an earnings call on May 5, 2026.
Corebridge is exploring share repurchases before the merger with Equitable Holdings closes, announced March 26, 2026; any buyback would need a merger agreement waiver.
PepsiCo reported first-quarter 2026 results for the 12 weeks ended March 21, 2026, with net revenue up 8.5% to $19.4 billion and diluted EPS up 27% to $1.70. The company said it affirmed its fiscal 2026 guidance, and it attributed part of the revenue growth to a 3.4-percentage-point foreign exchange benefit and a 2.5-point net benefit from acquisitions and divestitures, with organic revenue growth at 2.6%.
Net revenue rose to $19.4 billion from $17.9 billion, up 8.5%; organic revenue grew 2.6%
Diluted EPS was $1.70 versus $1.33; core EPS was $1.61 versus $1.48, up 9%
Fiscal 2026 guidance was affirmed, including organic revenue growth of 2% to 4% and core constant currency EPS growth of 4% to 6%
The annualized dividend per share is set to rise 4% beginning with the June 2026 payment
Home BancShares reported first quarter 2026 net income of $118.2 million, or $0.60 per diluted share, up from $115.2 million a year earlier but flat with the prior quarter. Revenue fell from $282.1 million in the fourth quarter to $266.7 million, and nonperforming assets rose to $224.1 million from $124.8 million, mainly because one $92.1 million loan relationship was placed on non-accrual status.
Net income $118.2 million and diluted EPS $0.60 for Q1 2026, versus $115.2 million net income in Q1 2025
Total revenue (net) $266.7 million, up 2.5% year over year but down from $282.1 million in Q4 2025
Non-performing loans rose to $182.1 million at March 31, 2026, from $85.0 million at December 31, 2025, mainly due to one $92.1 million loan on non-accrual
Mountain Commerce Bancorp acquisition completed effective April 1, 2026, with about 5.4 million shares issued valued at about $146 million
MIND Technology reported fiscal fourth-quarter 2026 revenue of about $9.8 million, down from $15.0 million a year earlier, and a net loss of about $271,000, or $0.03 per share, compared with net income of $2.0 million a year earlier. Full-year fiscal 2026 revenue was $40.9 million, down from $46.9 million, and CEO Rob Capps said the company expects fiscal 2027 results to be down from fiscal 2026.
Q4 fiscal 2026 revenue was about $9.8 million, versus $15.0 million in Q4 fiscal 2025 and $9.7 million in Q3 fiscal 2026.
Q4 fiscal 2026 operating income was about $78,000, versus $2.8 million a year earlier; Adjusted EBITDA was about $1.1 million, versus $3.0 million.
Full-year fiscal 2026 net income was $750,000, down from $5.1 million in fiscal 2025, and cash and cash equivalents were $19.1 million at January 31, 2026.
Capps expects fiscal 2027 results to be down compared with fiscal 2026 but expects to maintain positive cash flow; a conference call is scheduled for April 16, 2026 at 9:00 a.m. Eastern Time.
PPG reported first quarter 2026 earnings per diluted share of $1.70, up from $1.64 a year earlier, and adjusted EPS of $1.83, up from $1.72, an increase of 6%. The company said first quarter results are expected to exceed its previous guidance and that second quarter organic sales and adjusted EPS are expected to be flat to low single-digit percentage growth versus the prior year period. Detailed first quarter results are due April 28, 2026.
GAAP EPS of $1.70 for Q1 2026 versus $1.64 in Q1 2025; adjusted EPS of $1.83 versus $1.72
Fifth consecutive quarter of organic sales growth with positive selling prices and flat sales volumes
Q2 2026 organic sales and adjusted EPS expected flat to low single-digit percentage growth versus Q2 2025
Detailed Q1 results after U.S. markets close April 28, 2026; earnings call April 29, 2026 at 8 a.m. ET
J.B. Hunt Transport Services reported first quarter 2026 total operating revenue of $3.06 billion, up 5% from $2.92 billion a year earlier. Operating income rose 16% to $207.0 million and diluted earnings per share rose 27% to $1.49 from $1.17, on net earnings of $141.6 million. Both headline profit and revenue improved, though the Integrated Capacity Solutions segment posted a larger operating loss.
Total operating revenue of $3.06 billion, up 5%; excluding fuel surcharge revenue, up 3%.
Operating income of $207.0 million, up 16%; net earnings of $141.6 million versus $117.7 million.
Integrated Capacity Solutions operating loss widened to $(4.7) million from $(2.7) million, with gross margin down to 12.0% from 15.3%.
Repurchased about 383,000 shares for about $80 million in the quarter; about $888 million remained under the authorization at March 31, 2026.
Sezzle Inc. said it will release its first quarter 2026 results after the market close on Wednesday, May 6, 2026, and hold a conference call at 5:00 p.m. Eastern Time that day. The filing contains no financial results, so it gives shareholders a date to watch rather than any measure of performance.
First quarter 2026 results to be released after market close on Wednesday, May 6, 2026
Conference call and webcast scheduled for 5:00 p.m. Eastern Time on May 6, 2026
Management will attend investor events on May 14, May 18, May 20, June 17 and June 23, 2026
Winmark reported first-quarter 2026 net income of $9.3 million, or $2.50 per diluted share, down from $9.96 million, or $2.71 per diluted share, a year earlier. Total revenue fell to $20.8 million from $21.9 million, and the prior-year quarter included $2.2 million of leasing income from a customer litigation settlement. The Board also approved a quarterly dividend of $1.02 per share payable June 1, 2026.
Q1 2026 net income was $9,254,700, or $2.50 per diluted share, versus $9,956,400, or $2.71, in Q1 2025.
Total revenue was $20,849,700 versus $21,919,700; royalties rose to $19,262,800 from $17,774,700, while leasing income was zero versus $2,307,800.
Income from operations was $12,361,600 versus $13,596,600 a year earlier.
Quarterly dividend of $1.02 per share: record date May 13, 2026; payment date June 1, 2026.
NOV Inc. said operational disruptions from the war in the Middle East will leave first quarter 2026 revenue and earnings below its prior guidance. It currently expects revenue of $2.05 billion, operating profit of $47 million, and Adjusted EBITDA of $177 million, with full results due April 27, 2026.
Preliminary Q1 2026 revenue of $2.05 billion, operating profit of $47 million, and Adjusted EBITDA of $177 million, all below prior guidance
Middle East conflict estimated to have reduced revenue by $54 million and Adjusted EBITDA by about $32 million
Full first quarter results to be released after market close on April 27, 2026, with a conference call on April 28, 2026 at 10 a.m. Central Time
Progressive reported March 2026 net income of $712 million, up 36% from a year earlier, with diluted earnings of $1.21 per share. For the first quarter, net income rose 10% to $2.82 billion and diluted EPS was $4.80 versus $4.37, while net premiums written and earned both grew.
March net income $712 million vs. $522 million a year earlier; diluted EPS $1.21 vs. $0.89.
March net premiums written $9.9 billion, up 10%; net premiums earned $7.5 billion, up 11%.
First-quarter combined ratio 86.4 vs. 86.0 a year earlier; March combined ratio 88.8 vs. 90.9.
Next release: April results on May 20, 2026; first-quarter conference call on May 5, 2026.
Morgan Stanley reported first-quarter 2026 net revenues of $20.6 billion, up from $17.7 billion a year earlier, and earnings of $3.43 per diluted share, up from $2.60. The company also said it repurchased $1.75 billion of common stock and declared a $1.00 quarterly dividend per share, which shows how it is returning capital to shareholders.
Net income applicable to Morgan Stanley was $5.6 billion, or $3.43 per diluted share, versus $4.3 billion, or $2.60 per diluted share, a year earlier
Pre-tax income was $7.0 billion, and the expense efficiency ratio improved to 65% from 68%
The company repurchased $1.75 billion of common stock in the quarter and declared a $1.00 dividend per share payable May 15, 2026 to holders of record on April 30, 2026
Severance costs of $178 million were recognized in the quarter from a March workforce action
Bank of America reported first-quarter 2026 net income of $8.6 billion, or $1.11 per diluted share, compared with $7.4 billion, or $0.89 per share, a year earlier. Revenue rose 7% to $30.3 billion, while noninterest expense rose 4% to $18.5 billion. The company returned $9.3 billion to shareholders in the quarter through dividends and share repurchases.
Net income of $8.6 billion, up 17% from $7.4 billion in 1Q25
Diluted EPS of $1.11 versus $0.89, up 25% year over year
Revenue of $30.3 billion, up 7%; net interest income of $15.7 billion, up 9%
Returned $9.3 billion to shareholders, including about $7.2 billion in share repurchases
PNC reported first quarter 2026 net income of $1.8 billion, or $4.13 per diluted share, and $4.32 per share excluding $98 million of pre-tax FirstBank integration costs. Revenue rose 13% from a year earlier to $6.2 billion, but net income and EPS fell from the fourth quarter of 2025, when EPS was $4.88, and the year-earlier EPS was $3.51.
Revenue of $6,165 million rose 13% from the first quarter of 2025 and 2% from the fourth quarter of 2025, led by net interest income of $3,961 million.
Diluted EPS was $4.13 versus $4.88 in the fourth quarter of 2025 and $3.51 in the first quarter of 2025; adjusted EPS was $4.32.
PNC completed its FirstBank acquisition on January 5, 2026, and expects total integration costs of $325 million.
The board declared a quarterly dividend of $1.70 per share payable May 5, 2026, and expects second-quarter 2026 share repurchases of $600 million to $700 million.
First Horizon reported first quarter 2026 net income available to common shareholders of $257 million, or $0.53 per diluted share, up from $213 million, or $0.41, a year earlier. Revenue of $862 million rose 6% from the prior-year quarter but fell 3% from the fourth quarter of 2025. The results are a routine quarterly release that shows year-over-year profit growth while the company also reported lower quarter-over-quarter net interest income and noninterest income.
Net income available to common shareholders was $257 million, up 21% from $213 million in first quarter 2025 and flat with fourth quarter 2025.
Diluted EPS was $0.53, compared with $0.41 a year earlier and $0.52 in fourth quarter 2025.
Noninterest expense was $505 million, down $40 million from fourth quarter 2025.
Share repurchases totaled $233 million at an average price of $24.54 per share, and CET1 ratio was an estimated 10.53%.
M&T Bank Corporation reported first quarter 2026 net income of $664 million, or $4.13 per diluted share, up from $584 million and $3.32 a year earlier but down from $759 million and $4.67 in the fourth quarter of 2025. The company also repurchased $1.25 billion of common stock during the quarter and reported an estimated CET1 capital ratio of 10.33% at March 31, 2026.
Net income $664 million, up 14% from $584 million in Q1 2025; diluted EPS $4.13 versus $3.32 a year earlier
Noninterest income $689 million, up from $611 million a year earlier; net interest margin 3.71% versus 3.66%
Repurchased 5.5 million shares for $1.25 billion in the quarter; estimated CET1 ratio 10.33% versus 11.50% a year earlier
Quarterly results were released April 15, 2026, with a conference call at 8:00 a.m. Eastern Time that day
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.