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).
In an 8-K furnishing its April 16, 2026 earnings release under Item 2.02, First Financial Bankshares reported first-quarter 2026 net income of $71.54 million, up from $61.35 million a year earlier but down slightly from $73.31 million in the fourth quarter of 2025. Basic and diluted earnings per share were $0.50, compared with $0.43 a year earlier and $0.51 in the prior quarter, so shareholders saw higher year-over-year profit but a small sequential decline.
Net income was $71.54 million for Q1 2026, versus $61.35 million for Q1 2025 and $73.31 million for Q4 2025.
Diluted EPS was $0.50, versus $0.43 for Q1 2025 and $0.51 for Q4 2025.
Net interest margin (tax equivalent) rose to 3.86 percent from 3.74 percent a year earlier; noninterest expense was $76.77 million, up from $70.34 million.
Total assets were $15.39 billion at March 31, 2026; CEO David Bailey cited an uncertain macro environment, including the ongoing Iran conflict.
WaFd, Inc. reported net income of $65.5 million, or $0.82 per diluted share, for the quarter ended March 31, 2026, up from $0.79 per diluted share in the December 2025 quarter and $0.65 a year earlier. Net interest income rose to $178 million and net interest margin widened to 2.81%, while the company repurchased 2,738,096 shares at a weighted average price of $31.85.
Net income of $65.5 million, up 2% from $64.2 million in the prior quarter and up 17% from $56.3 million a year earlier
Diluted EPS of $0.82, compared with $0.79 in the prior quarter and $0.65 in the year-earlier quarter
Net interest income of $178 million and net interest margin of 2.81%, compared with $171 million and 2.70% in the prior quarter
Non-performing assets fell to 0.48% of total assets from 0.75% in the prior quarter; non-interest expense rose $4.1 million to $109.9 million
SM Energy released preliminary first-quarter 2026 operating figures, including average realized oil prices of $69.56 per barrel after derivative settlements and an expected net derivative settlement loss of $30 million. The filing does not estimate first-quarter earnings, and the figures remain subject to completion of the company's financial reporting process. For shareholders, this gives early price and share-count data but no profit measure.
Oil realized price was $73.69 per barrel before and $69.56 per barrel after net derivative settlements
Gas realized price was $1.72 per Mcf before and $2.27 per Mcf after net derivative settlements
The company anticipates a net derivative settlement loss of $30 million for the first quarter of 2026
As of March 31, 2026, the company had 239,696,577 shares issued and outstanding, with 200 million diluted weighted-average shares for the quarter
Badger Meter reported first-quarter 2026 sales of $202.3 million, down 9% from $222.2 million a year earlier, and diluted EPS of $0.93 versus $1.30. The company attributed the decline to project timing and weaker short-cycle orders, and it agreed to acquire UDlive, which is expected to close at the end of April 2026. Management expects full-year 2026 revenue, excluding acquisitions, to be relatively flat versus 2025.
Net sales were $202.3 million, down 9% from $222.2 million in the first quarter of 2025.
Operating earnings were $35.2 million, with a 17.4% operating margin, compared with $49.4 million and 22.2% a year earlier.
Diluted EPS was $0.93, compared with $1.30 in the prior-year quarter.
Full-year 2026 revenue, excluding acquisitions, is expected to be relatively flat versus 2025; UDlive acquisition expected to close at the end of April 2026.
F.N.B. Corporation reported first-quarter 2026 net income of $137.0 million, or $0.38 per diluted share, up from $116.5 million, or $0.32, in the first quarter of 2025. Results were down from the fourth quarter of 2025, which included $16.6 million of pre-tax significant items, and the company also announced an 8% dividend increase and a new $250 million share repurchase program.
Net income was $137.0 million, up from $116.5 million in the first quarter of 2025 and down from $168.7 million in the fourth quarter of 2025.
Diluted EPS was $0.38, compared with $0.32 a year earlier and $0.47 in the fourth quarter of 2025; fourth-quarter operating EPS was $0.50.
The quarterly common dividend rises 8% to $0.13 per share, payable June 15, 2026.
On April 14, 2026, FNB authorized a new $250 million repurchase program; total repurchase capacity is $300 million.
State Street reported first-quarter 2026 diluted EPS of $2.49, up from $2.04 a year earlier, and $2.84 excluding notable items. Total revenue rose 16% to $3.8 billion and net income rose 19% to $764 million, while notable items, mainly workforce-related repositioning charges, reduced EPS by $0.35.
Diluted EPS was $2.49 versus $2.04 in 1Q25 and $2.42 in 4Q25; excluding notable items, EPS was $2.84.
Total revenue was $3,796 million, up 16% year over year; total expenses rose 15% to $2,811 million.
Notable items totaled $130 million pre-tax, including $89 million of repositioning charges and $41 million of client rescoping costs.
The company returned $633 million to common shareholders in the quarter, including $400 million of share repurchases; standardized CET1 ratio was 10.6%, down from 11.0% a year earlier.
Ally Financial reported preliminary first-quarter 2026 results, with GAAP net income attributable to common shareholders of $291 million, compared with a $253 million loss in the first quarter of 2025. GAAP earnings per share were $0.93, down slightly from $0.95 in the fourth quarter of 2025, and the company said it repurchased $147 million of shares during the quarter.
GAAP EPS of $0.93 compared with a loss of $0.82 in Q1 2025 and $0.95 in Q4 2025
Adjusted EPS, a non-GAAP measure, was $1.11, up 90% year over year
GAAP total net revenue was $2.1 billion, up 36% year over year but down 1% from Q4 2025
Provision for credit losses rose $276 million year over year to $467 million, mainly due to a reserve release tied to the sale of Credit Card in the prior year
Truist reported first quarter 2026 net income available to common shareholders of $1.4 billion, or $1.09 per diluted share, up 25% from $0.87 a year earlier. Total revenue was $5.15 billion, down 1.9% from the fourth quarter of 2025 but up from $4.90 billion a year earlier, and the company returned $1.8 billion to shareholders through dividends and buybacks.
Diluted EPS of $1.09, versus $1.00 in 4Q25 and $0.87 in 1Q25
Total revenue of $5.15 billion, down 1.9% from 4Q25; noninterest expense fell 5.9% to $2.98 billion
Repurchased $1.1 billion of common shares; CET1 ratio was 10.8% (preliminary)
CEO Bill Rogers set a long-term ROTCE target of 16% to 18%
Fifth Third reported first-quarter 2026 net income available to common shareholders of $128 million, or $0.15 per diluted share, down from $699 million ($1.04) in the prior quarter and $478 million ($0.71) a year earlier. The results include two months of Comerica, which the company acquired on February 1, 2026, and merger-related charges that reduced diluted EPS by $0.68, so revenue growth did not carry through to profit.
Net interest income rose 34% year over year to $1.939 billion, and noninterest income rose 29% to $895 million.
Noninterest expense was $2.395 billion, including $635 million of pre-tax merger-related charges; after-tax merger-related charges were $510 million.
Comerica acquisition closed February 1, 2026, in an all-stock deal valued at approximately $12.7 billion; the CET1 capital ratio fell to 9.96% from 10.81% in the prior quarter.
No share repurchases occurred in the first quarter of 2026.
Autoliv reported first-quarter 2026 net sales of $2,753 million, up 6.8%, with 0.8% organic growth, while diluted EPS fell 12% to $1.88 on lower operating income and higher financial and non-operating costs. Operating cash flow was negative $76 million, driven by working capital. The company reiterated its full-year 2026 guidance, so shareholders get a mixed quarter with no change to the outlook.
Net sales were $2,753 million, up 6.8%; organic sales growth was 0.8% against a global light vehicle production decline of 3.4%.
Diluted EPS was $1.88, down 12%; adjusted diluted EPS was $2.05, down 4.7%.
Operating cash flow was negative $76 million and free operating cash flow was negative $159 million.
Full-year 2026 guidance was reiterated: organic sales growth around 0%, adjusted operating margin around 10.5-11%, and operating cash flow around $1.2 billion.
Regions Financial reported first-quarter 2026 net income available to common shareholders of $539 million and diluted EPS of $0.62, compared with $514 million and $0.58 in the fourth quarter of 2025. Total revenue rose 5% from the first quarter of 2025 to $1.9 billion but fell 2.5% from the prior quarter, and the company repurchased about 14 million shares for $401 million during the quarter.
Net income available to common shareholders was $539 million and diluted EPS was $0.62, up 22% year-over-year from diluted EPS and up from $0.58 in 4Q25.
Total revenue was $1,873 million, up 5% from 1Q25 but down 2.5% from 4Q25 ($1,921 million).
Regions repurchased about 14 million common shares for $401 million and declared $227 million in common dividends in the quarter.
Common equity Tier 1 ratio was an estimated 10.7%, or 9.4% including AOCI, versus 10.9% in 4Q25.
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.