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).
Simmons First National Corporation reported first quarter 2026 net income of $68.5 million and diluted EPS of $0.47, compared with $78.1 million and $0.54 in the fourth quarter of 2025. Total revenue was $241.4 million, down from $249.0 million in the prior quarter but up from $209.6 million a year earlier. Both profit and revenue declined from the fourth quarter, while the year-over-year comparison improved.
Net income $68.5 million and diluted EPS $0.47 for Q1 2026, versus $78.1 million and $0.54 in Q4 2025 and $32.4 million and $0.26 in Q1 2025
Total revenue $241.4 million, versus $249.0 million in Q4 2025 and $209.6 million in Q1 2025
Total loans rose to $17.9 billion, up 10 percent annualized from Q4 2025; net interest margin was 3.84 percent
Nonperforming loans increased to $141.9 million from $112.7 million in Q4 2025, which the company attributed primarily to a single real estate construction relationship
Cohen & Steers reported results for the quarter ended March 31, 2026, with total revenue of $145.6 million, up 1.3% from the fourth quarter of 2025 and up 8.3% from the first quarter of 2025. GAAP diluted EPS was $0.82, up from $0.68 in the fourth quarter, while as-adjusted diluted EPS was $0.79, down from $0.81, and the fourth quarter included $9.9 million of UTF rights offering expenses. Assets under management ended the quarter at $93.1 billion, with net inflows of $497 million.
Total revenue of $145.6 million, up 1.3% from $143.8 million in Q4 2025 and up 8.3% from $134.5 million in Q1 2025
Diluted EPS of $0.82 on a U.S. GAAP basis versus $0.68 in Q4 2025; $0.79 as adjusted versus $0.81
Operating margin of 34.4% U.S. GAAP versus 28.0% in Q4 2025; 35.1% as adjusted versus 36.4%
Ending AUM of $93.1 billion at March 31, 2026, with net inflows of $497 million; conference call set for April 17, 2026 at 10:00 a.m. ET
Independent Bank Corp., parent of Rockland Trust, reported first quarter 2026 net income of $79.9 million, or $1.63 per diluted share, up from $75.3 million, or $1.52 per share, in the fourth quarter of 2025. Excluding merger-related costs from its Enterprise Bancorp acquisition, operating net income fell to $82.1 million, or $1.68 per share, from $84.4 million, or $1.70 per share, and total revenue slipped slightly, so shareholders see higher reported profit alongside softer operating results.
Net income of $79.9 million, or $1.63 per diluted share, versus $75.3 million, or $1.52, in Q4 2025
Operating net income of $82.1 million, or $1.68 per share, versus $84.4 million, or $1.70, in Q4 2025
Quarterly dividend raised 8.5% to $0.64 per share from $0.59
Repurchased about 802,000 shares for $63.3 million; nonperforming loans rose to $96.6 million from $83.6 million
The Charles Schwab Corporation reported first-quarter 2026 results for the period ended March 31, 2026. Net revenues rose 16% from a year earlier to $6.5 billion, and GAAP diluted earnings per share rose 38% to $1.37, while adjusted EPS was $1.43 after excluding $143 million of pre-tax transaction-related costs. The company also raised its quarterly dividend 19% to $.32 per share and repurchased 24.3 million shares for $2.4 billion during the quarter.
Net revenues of $6.5 billion, up 16% from $5.6 billion in the first quarter of 2025
GAAP net income of $2.5 billion, up 30%; GAAP diluted EPS of $1.37 versus $.99 a year earlier
Quarterly common dividend increased 19% to $.32 per share; 24.3 million shares repurchased for $2.4 billion
Core net new assets of $140.0 billion, including a $17.5 billion outflow from a planned mutual fund clearing client deconversion
BancFirst reported first-quarter 2026 net income of $63.0 million, or $1.85 per diluted share, up from $56.1 million, or $1.66 per diluted share, a year earlier. Higher net interest income and noninterest income more than offset a rise in noninterest expense, which included conversion costs for American Bank of Oklahoma.
Net interest income rose to $127.6 million from $115.9 million, and net interest margin was 3.74% versus 3.70%.
Noninterest income totaled $51.4 million, up from $49.0 million, while noninterest expense grew to $96.8 million from $92.2 million.
Total deposits reached $12.9 billion and total assets $15.1 billion at March 31, 2026.
Nonaccrual loans were 0.72% of total loans, and net charge-offs were $1.5 million for the quarter.
Alcoa reported first quarter 2026 results on April 16, 2026, with net income attributable to the company of $425 million, or $1.60 per diluted share, up from $213 million in the prior quarter but down from $548 million a year earlier. Revenue fell to $3.2 billion from $3.449 billion in the fourth quarter of 2025 and $3.369 billion a year earlier, and the company said shipment timing affected results. For shareholders, the picture is mixed: profit improved sequentially and guidance for 2026 production and shipments was unchanged, but revenue and year-over-year profit declined.
Revenue was $3,193 million, versus $3,449 million in Q4 2025 and $3,369 million in Q1 2025.
Adjusted EPS was $1.40, versus $1.21 in Q4 2025 and $2.15 in Q1 2025; adjusted EBITDA excluding special items was $595 million, versus $855 million in Q1 2025.
Cash balance was $1.4 billion; the company will redeem the remaining $219 million of 6.125% notes due 2028 on May 15, 2026.
For Q2 2026, the company expects Alumina segment Adjusted EBITDA to be about $15 million lower sequentially and Aluminum segment Adjusted EBITDA about $55 million higher, with operational tax expense of $110 million to $120 million.
Netflix reported first-quarter 2026 revenue of $12.25 billion, up 16% year over year, and operating income of $3.96 billion, up 18%. Diluted EPS of $1.23 was boosted by a $2.8 billion Warner Bros. termination fee, and the company kept its 2026 revenue and operating margin targets unchanged. Co-founder Reed Hastings also said he will not stand for re-election as a director at the June 2026 annual meeting.
Q1 2026 revenue of $12.25 billion, up 16% year over year (14% on a foreign exchange neutral basis)
Diluted EPS of $1.23 versus $0.66 a year earlier, including the $2.8 billion Warner Bros. termination fee
2026 revenue guidance of $50.7 billion to $51.7 billion and 31.5% operating margin left unchanged
Reed Hastings will remain Chairman until the June 2026 annual meeting
Westamerica Bancorporation reported first quarter 2026 net income of $27.4 million and diluted EPS of $1.13, down from $31.0 million and $1.16 in the first quarter of 2025, but up slightly in EPS from $1.12 in the fourth quarter of 2025. Net interest income fell 6.6% year over year, and total revenue (FTE) fell 6.6% as well, so the year-over-year profit decline reflects weaker revenue.
Q1 2026 net income was $27.4 million, down 11.9% from $31.0 million in Q1 2025 and down from $27.8 million in Q4 2025.
Diluted EPS was $1.13, versus $1.16 in Q1 2025 and $1.12 in Q4 2025.
Net interest and loan fee income (FTE) was $52.7 million, down 6.6% from $56.4 million a year earlier.
The company paid a $0.46 per share dividend in Q1 2026 and retired 997 thousand shares under its repurchase plan, per the press release.
SL Green reported a first-quarter 2026 net loss attributable to common stockholders of $84.4 million, or $1.20 per share, versus a loss of $0.30 per share a year earlier. Funds from operations (FFO) was $0.84 per share, down from $1.40, a comparison that included $0.33 per share of one-time income in 2025. The company reaffirmed its 2026 FFO guidance of $4.40 to $4.70 per share, while revenue rose to $253.1 million from $239.8 million.
Q1 2026 net loss of $84.4 million, or $1.20 per share, compared with a loss of $21.1 million, or $0.30 per share, in Q1 2025
FFO of $64.6 million, or $0.84 per share, compared with $106.5 million, or $1.40 per share, in Q1 2025; the prior-year figure included $25.0 million, or $0.33 per share, from resolving a commercial mortgage investment
Total revenues of $253.1 million, up from $239.8 million; 2026 FFO guidance reaffirmed at $4.40 to $4.70 per share
Signed 51 Manhattan office leases totaling 929,264 square feet in Q1 2026, with a 16.1% mark-to-market on replacement leases
Prologis reported first quarter 2026 results on April 16, 2026. Net earnings attributable to common stockholders were $980 million, or $1.05 per diluted share, up from $592 million, or $0.63 per share, a year earlier, and total revenues rose to $2.30 billion from $2.14 billion. Core FFO per diluted share was $1.50, compared with $1.42 in the first quarter of 2025, and the company reaffirmed 2026 guidance of $6.07 to $6.23 per share for Core FFO.
Net earnings attributable to common stockholders: $980 million ($1.05 per diluted share) versus $592 million ($0.63) in Q1 2025.
Core FFO attributable to common stockholders/unitholders: $1.50 per diluted share versus $1.42; realized development gains, net of taxes, were $0.30 per share versus $0.03.
2026 guidance: Core FFO of $6.07 to $6.23 per share and net earnings of $3.80 to $4.05 per share.
Abbott reported first-quarter 2026 sales of $11.164 billion, up 7.8% reported and 3.7% on a comparable basis, and GAAP diluted EPS of $0.61 versus $0.76 a year earlier. The company completed its Exact Sciences acquisition on March 23, 2026, and set 2026 adjusted diluted EPS guidance of $5.38 to $5.58, including $0.20 of acquisition dilution, which shareholders will weigh against the lower GAAP earnings.
Q1 2026 GAAP net earnings were $1,077 million, down 18.7% from $1,325 million, while adjusted diluted EPS rose 5.5% to $1.15.
Specified items reduced Q1 2026 GAAP earnings by $945 million after tax, or $0.54 per share, including $422 million of intangible amortization.
Full-year 2026 comparable sales growth is projected at 6.5% to 7.5%, and second-quarter 2026 adjusted diluted EPS is projected at $1.25 to $1.31.
ManpowerGroup reported first-quarter 2026 revenue of $4.5 billion, up 10% from a year earlier (3% in constant currency), but net earnings fell to $2.5 million, or $0.05 per diluted share, from $5.6 million, or $0.12, a year earlier. Restructuring and transformation costs reduced EPS by $0.46, and the company launched a global transformation program it expects to save $200 million a year by 2028.
Net earnings were $2.5 million, or $0.05 per diluted share, versus $5.6 million, or $0.12, in the prior year quarter.
Restructuring and strategic transformation costs reduced first-quarter EPS by $0.46; excluding these charges, EPS was $0.51.
The company expects second-quarter 2026 diluted EPS of $0.91 to $1.01, including a 43% effective tax rate.
The expanded transformation program is expected to deliver $200 million in permanent cost savings in 2028.
Marsh reported first quarter 2026 results on April 16, 2026. Revenue rose 8% to $7.6 billion (4% on an underlying basis), but GAAP operating income fell 12% to $1.8 billion after a $425 million Greensill litigation charge, and GAAP diluted EPS was $2.36 versus $2.79 a year earlier. Adjusted EPS rose 8% to $3.29, so shareholders face a mixed picture driven largely by that one charge.
Revenue of $7.6 billion, up 8% from $7.1 billion a year earlier; underlying growth was 4%.
GAAP diluted EPS of $2.36 versus $2.79; net income attributable to the Company was $1.1 billion versus $1.4 billion.
Operating income included a $425 million charge related to the Greensill litigation; adjusted EPS rose 8% to $3.29.
The Company repurchased about 4.2 million shares for $750 million in the quarter.
Travelers reported first quarter 2026 net income of $1.711 billion, or $7.78 per diluted share, up from $395 million, or $1.70 per share, a year earlier. Core income rose to $1.696 billion, mainly because catastrophe losses fell to $761 million from $2.266 billion, and the board raised the regular quarterly dividend 14% to $1.25 per share.
Net income of $1.711 billion ($7.78 per diluted share) vs. $395 million ($1.70) in Q1 2025
Core income of $1.696 billion ($7.71 per diluted share) vs. $443 million ($1.91) in Q1 2025
Catastrophe losses of $761 million pre-tax vs. $2.266 billion in Q1 2025; combined ratio 88.6% vs. 102.5%
Dividend of $1.25 per share payable June 30, 2026, to holders of record June 10, 2026; company repurchased $1.800 billion of shares in the quarter
U.S. Bancorp reported first-quarter 2026 net income attributable to the company of $1,945 million and diluted earnings per share of $1.18, up from $1.03 a year earlier but down from $1.26 in the fourth quarter of 2025. Total net revenue was $7,288 million, up 4.7% year over year and down 1.0% from the prior quarter. The filing contains no revised full-year guidance, and the results are an update on the bank's first-quarter performance.
Net income attributable to U.S. Bancorp was $1,945 million, $236 million higher than a year earlier and $100 million lower than the fourth quarter of 2025.
Diluted earnings per common share were $1.18, compared with $1.03 in 1Q25 and $1.26 in 4Q25.
Total net revenue was $7,288 million, up 4.7% from 1Q25; noninterest expense was $4,265 million, up 0.8%.
Common equity tier 1 capital ratio was 10.8% at March 31, 2026; the company will hold its earnings call at 7 a.m. CT on April 16, 2026.
KeyCorp reported first-quarter 2026 net income from continuing operations attributable to common shareholders of $486 million, or $0.44 per diluted share, up from $370 million, or $0.33, a year earlier. Total revenue rose 10.2% year over year to $1.95 billion, but fell 2.6% from the fourth quarter of 2025. The bank also repurchased $389 million of common shares during the quarter, reducing shares outstanding.
Net income $486 million ($0.44 per diluted share) for Q1 2026, versus $370 million ($0.33) in Q1 2025 and $474 million ($0.43) in Q4 2025
Total revenue (taxable-equivalent) of $1.95 billion, up 10.2% year over year and down 2.6% from Q4 2025
Repurchased $389 million of common shares; estimated Common Equity Tier 1 ratio of 11.4% at March 31, 2026, versus 11.8% at December 31, 2025
Net loan charge-offs of $101 million (0.38% of average total loans), down from $110 million a year earlier
Citizens Financial Group reported first quarter 2026 net income of $517 million, up 39% from a year earlier, and diluted EPS of $1.13, up 47% year over year and flat from the fourth quarter of 2025. Total revenue was $2,168 million, up 12% year over year, while pre-provision profit fell 3% from the prior quarter to $790 million. The company also declared a quarterly common dividend of $0.46 per share, payable May 14, 2026.
Net income $517 million, up 39% year over year and down 2% from fourth quarter 2025
Diluted EPS $1.13, up from $0.77 a year earlier; return on average tangible common equity 12.2%
Total revenue $2,168 million; net interest margin rose to 3.14%, up 24 basis points year over year
Quarterly common dividend of $0.46 per share, payable May 14, 2026 to holders of record April 30, 2026
BNY reported first-quarter 2026 results, with total revenue of $5.4 billion, up 13% from a year earlier, and diluted earnings per share of $2.24, up 42%. The board also authorized a new common share repurchase program of $10 billion, and the company returned $1.4 billion to common shareholders in the quarter. The CET1 ratio fell to 11.0% from 11.9% at Dec. 31, 2025, and the filing does not include numeric forward guidance.
Total revenue of $5.4 billion, up 13% year-over-year; noninterest expense of $3.4 billion, up 5%.
Diluted EPS of $2.24, up 42% year-over-year; pre-tax operating margin of 37%.
Board authorized a new common share repurchase program of $10 billion; $983 million of share repurchases in the quarter.
CET1 ratio of 11.0% at March 31, 2026, down from 11.9% at Dec. 31, 2025; regulatory ratios are preliminary.
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.