1,134 material Form 8-K filings that 905 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
ESCO Technologies agreed to acquire the Megger Group business of TBG AG for total consideration of $2.35 billion, made up of $0.9 billion in cash and ESCO equity valued at about $1.4 billion. The company also said preliminary second-quarter 2026 results were above its prior guidance, with revenue of $309 million, GAAP EPS of $1.29 and adjusted EPS of $1.91.
Deal value: $2.35 billion, including $0.9 billion in cash and about $1.4 billion in ESCO equity; cash to come from cash on hand and incremental debt, with committed financing in place
Megger is expected to have about $590 million in revenue in 2026; the deal values it at about 14x projected 2026 EBITDA, including synergies
Expected cost synergies of about $60 million within three years of closing; TBG would receive one board seat after closing
Preliminary Q2 2026: revenue $309 million, GAAP EPS $1.29, adjusted EPS $1.91; full results and outlook update due after the market close on May 7, 2026
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
MSC Industrial Direct said its Senior Vice President, General Counsel and Corporate Secretary, Neal Dongre, has voluntarily resigned. He will remain in his role until a successor joins and will stay on as an employee through the end of fiscal 2026. The company said the resignation is not due to any disagreement over its operations, policies or practices.
Neal Dongre notified the company of his resignation on April 10, 2026.
He will continue as General Counsel and Corporate Secretary until a successor joins.
He will remain an employee through the remainder of fiscal year 2026.
The company states the departure does not stem from any disagreement over operations, policies or practices.
Corebridge Financial said its Chief Accounting Officer, Christopher Filiaggi, will become interim Chief Financial Officer on April 24, 2026, when CFO Elias Habayeb resigns. Filiaggi will serve until the closing of the proposed merger with Equitable Holdings, when Robin M. Raju, Equitable's CFO, is to become CFO of the combined company. The filing also discloses pay changes tied to the role.
Christopher Filiaggi, 44, has been Chief Accounting Officer since June 2023 and becomes interim CFO effective April 24, 2026
Elias Habayeb resigns as CFO effective April 24, 2026
Filiaggi received a retention equity award with a grant date value of $750,000 in time-vested RSUs that fully vest on April 1, 2028
His 2026 target short-term incentive award was raised to $800,000 from $400,000
Valmont Industries disclosed the compensation terms for John Schwietz, its Executive Vice President, Chief Financial Officer and Corporate Secretary, whose appointment was previously reported. The package includes a $525,000 base salary and incentive and equity targets tied to his base salary, as set out in Exhibit 99.1.
Base salary of $525,000 per year
2026 annual incentive target of 80% of base salary, capped at 2x target
Long-term performance share target of 80% of base salary, capped at 2x; stock grant target of 160% of base salary with eligibility for a December 2026 grant
Marvell Technology completed a $1 billion public offering of 5.300% senior notes maturing April 15, 2036, with net proceeds of about $993.5 million. The company says it will use the proceeds mainly to repay debt, including its 1.650% senior notes due 2026, with any remainder for general corporate purposes such as working capital and share repurchases.
Notes: $1,000,000,000 principal, 5.300% annual interest, paid semi-annually from October 15, 2026, maturing April 15, 2036
Net proceeds of approximately $993.5 million after the underwriters' discount, before other expenses
Proceeds earmarked for repaying debt, including the 1.650% senior notes due 2026
Underwriters bought the notes at 99.235% of principal; Wells Fargo Securities, BofA Securities, J.P. Morgan and Mizuho Securities were representatives
On April 14, 2026, Owens Corning amended its agreement to sell most of its global glass reinforcements business, citing changing market conditions. The enterprise value fell from $755 million to $645 million, and the company expects an additional loss on sale of about $140 million. The company still expects about $280 million in after-tax net proceeds and plans to close in the second quarter of 2026.
Revised enterprise value of $645 million, down from $755 million in the original agreement
Additional loss on sale of approximately $140 million expected
$30 million non-refundable deposit received from the Purchasers; about $280 million in after-tax net proceeds expected
Transaction expected to close in the second quarter of 2026
Ecolab entered into a $4.75 billion unsecured delayed draw term loan credit agreement dated April 10, 2026, with Citibank, N.A. as administrative agent. Loan proceeds may only be used to finance the previously announced acquisition of Frigeo Holdings LLC, repay certain Frigeo debt, and pay related fees and expenses, which signals the company is funding that deal with borrowed money.
Facility size: $4.75 billion unsecured committed delayed draw term loan, agreement dated April 10, 2026
Pricing: Term SOFR loans at a margin of 0.75% to 0.875%, depending on Ecolab's credit ratings; ticking fee of 0.06% to 0.08% per annum
Use of proceeds limited to the Frigeo acquisition under the March 20, 2026 merger agreement and related costs
Includes a minimum interest expense coverage ratio covenant tested at the end of each four-quarter period
Integra LifeSciences amended its $150 million accounts receivable securitization facility on April 10, 2026, extending its scheduled termination date to April 10, 2029. The amendments also update customary representations, covenants and receivables concentration limits, and the filing describes them as customary terms.
Facility size is $150 million, originally entered into December 18, 2018, to reduce revolving borrowings and add liquidity.
Amendments dated April 10, 2026 include Amendment No. 8 to the Receivables Financing Agreement and Amendment No. 1 to the Purchase and Sale Agreement.
Scheduled termination date extended to April 10, 2029, with PNC Bank, National Association as Administrative Agent.
Full amendment texts will be filed as exhibits to the Form 10-Q for the quarter ended March 31, 2026.
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
U.S. Physical Therapy entered a Fourth Amended and Restated Credit Agreement dated April 14, 2026, with Bank of America as administrative agent, providing $450 million in loans. The term loan proceeds will refinance debt under the company's prior Third Amended and Restated Credit Agreement, and the new agreement is secured by substantially all of the company's personal property and guaranteed by its domestic subsidiaries.
Facilities total $450 million: a $275 million five-year revolving facility and a $175 million term loan
Agreement matures April 14, 2031; the term loan proceeds will refinance the Third Amended and Restated Credit Agreement
Term SOFR borrowings carry a margin of 1.25% to 2.25%, based on the consolidated leverage ratio
Company may increase the revolver or add term loans by $125 million plus an unlimited amount, subject to a pro forma leverage ratio not above 2.5:1.0
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.
Costco's Board declared a quarterly cash dividend and approved an increase from $1.30 to $1.47 per share, or $5.88 on an annualized basis. The dividend is payable May 15, 2026, to shareholders of record at the close of business on May 1, 2026, so the higher payout goes to shareholders on the record date.
Quarterly dividend raised from $1.30 to $1.47 per share
Annualized dividend is $5.88 per share
Declared April 15, 2026; payable May 15, 2026
Record date is the close of business on May 1, 2026
At its April 14, 2026 annual meeting, EQT shareholders approved the Third Amendment to the 2020 Long-Term Incentive Plan, which adds 34,000,000 authorized shares, removes the share pool assumed from the 2024 Equitrans Midstream acquisition, and extends the plan term from 2030 to 2036. Shareholders also elected all 11 directors, approved executive pay for 2025 on a non-binding basis, and ratified Ernst & Young LLP as auditor for 2026.
Third Amendment adds 34,000,000 shares to the 2020 LTIP and extends its term from 2030 to 2036
Amendment was approved by the Board on February 24, 2026 and by shareholders on April 14, 2026, with 505,134,172 shares voting for and 8,208,224 against
Say-on-pay resolution on 2025 named executive officer compensation passed with 485,915,092 shares for and 27,460,142 against
Ernst & Young LLP ratified as independent auditor for fiscal year ending December 31, 2026
QuidelOrtho preliminarily estimated first-quarter 2026 revenue at $615-$620 million, citing a weaker respiratory season, slower China distributor sales and delayed EMEA orders. The company said only the low end of its full-year 2026 guidance remains achievable, and that its guidance ranges were intentionally broad.
Preliminary unaudited Q1 2026 revenue (quarter ended March 29, 2026) of $615-$620 million
U.S. influenza-like illness visits were down approximately 30% versus Q1 2025, per the CDC
Q1 2026 free cash flow expected to be $(65) to $(70) million negative; full-year free cash flow still expected to be positive
Full first-quarter results and full-year guidance discussion scheduled for May 5, 2026
DuPont de Nemours said director Luke Kissam resigned from its Board of Directors effective April 14, 2026, to become Chief Executive Officer of Corteva, Inc. The filing states the departure was not due to any disagreement with the company, and the board cut its size from eleven to ten seats.
Kissam tendered his resignation on April 13, 2026, effective April 14, 2026.
Resignation tied to his future appointment as CEO of Corteva, Inc.
No disagreement with the company on operations, policies or practices, per the filing.
Ford said on April 15, 2026 that J. Douglas Field, its Chief EV, Digital, and Design Officer, has elected to leave the company next month after a transition period. The filing also furnishes a news release dated the same day as Exhibit 99, but the text of that release was not included in the material provided, so no financial results or other details from it can be reported here.
Ford was notified on April 15, 2026 that J. Douglas Field, Chief EV, Digital, and Design Officer, will leave the company next month.
The departure follows a period of transition, per the filing.
An April 15, 2026 news release is furnished as Exhibit 99; its contents were not provided in the filing text reviewed.
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
Flowserve entered a Third Amended and Restated Credit Agreement with Bank of America as administrative agent, replacing its existing credit agreement. The new facility includes a $1,000.0 million unsecured revolver, a term loan of up to $450.0 million, and a maturity date of April 15, 2031; the filing says the proceeds refinance existing debt and fund general corporate purposes. For shareholders, the filing describes a longer maturity and a new set of covenants, including consolidated net leverage and interest coverage requirements.
New $1,000.0 million unsecured revolving credit facility, with an option to increase by up to $400.0 million subject to lender approval
Unsecured term loan of up to $450.0 million; about $450.0 million and about $250.0 million revolver draws made on April 15, 2026
Maturity date for revolving and term loans set at April 15, 2031; interest set at Term SOFR plus 1.375% initially
Existing Second Amended and Restated Credit Agreement dated October 10, 2024 was terminated as part of the refinancing
On April 9, 2026, Trinity's subsidiary Trinity Industries Leasing Company contributed its interests in TRIP Rail Holdings and Triumph Rail Holdings to NP SPE Holdings in exchange for an 11.2% limited partnership interest in NP SPE. Trinity says TRIP Holdings and its subsidiaries will no longer be consolidated into its financial statements, so the change affects how the company's reported results are presented.
Agreement dated April 9, 2026, with TRIP Rail Holdings, Triumph Rail Holdings, NP SPE Holdings LP and Napier Park Rail Evergreen Fund GP LLC
Trinity contributed a 42.56% membership interest in TRIP Rail Holdings and a 0.2% interest in Triumph Rail Holdings
In return, Trinity received an 11.2% limited partnership interest in NP SPE Holdings LP
TRIP Holdings and its subsidiaries will no longer be consolidated in Trinity's financial statements
Federal Realty's operating partnership signed a new $1.4 billion unsecured revolving credit facility on April 14, 2026, replacing its prior $1.25 billion facility that was due April 5, 2027. The new facility matures April 12, 2030, with two six-month extension options, and includes an accordion feature allowing borrowing capacity of up to $2.0 billion. Related term loan agreements were also amended to reflect similar changes.
New $1.4 billion unsecured revolving facility matures April 12, 2030, with two six-month extensions at the partnership's option
Replaces the $1.25 billion facility that had a $310.0 million balance as of December 31, 2025
Initial SOFR margin is 72.5 basis points; accordion option allows expansion up to $2.0 billion
Term loan agreements with PNC Bank and Truist Bank were amended on April 14, 2026
American Express disclosed preliminary U.S. Consumer and U.S. Small Business card delinquency and write-off statistics for January through March 2026. The U.S. Consumer net write-off rate rose to 2.2% in March from 2.0% in February, while the 30-day delinquency rate held at 1.4%, so credit losses increased on the consumer side for shareholders to watch.
U.S. Consumer net write-off rate (principal only) was 2.2% in March, up from 2.0% in February and 1.9% in January.
U.S. Consumer 30+ days past due loans were 1.4% of total loans in March, unchanged from February and January.
U.S. Small Business net write-off rate was 2.9% in March, up from 2.8% in February.
Total U.S. Consumer and Small Business Card Member loans held for investment were $129.7 billion at March 31, 2026, up from $126.4 billion at February 28, 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.
Ford amended several of its credit agreements on April 15, 2026, extending maturities on its main credit facility and revolving facilities and extending the availability of a term loan. The amendments also remove sustainability-linked pricing adjustments, and the filing does not state any new borrowing or drawn amount.
Credit agreement commitments of $3.4 billion (maturing 2028) and $10.1 billion (maturing 2030) extended to April 13, 2029 and April 15, 2031
Supplemental revolving commitments of $2.0 billion extended from April 17, 2028 to April 13, 2029
364-day revolving commitments of $2.5 billion, previously due April 16, 2026, extended to April 14, 2027
Term loan commitments of $3.0 billion now available through December 31, 2026, with any loans maturing December 31, 2028; liquidity covenant requires a minimum of $4 billion
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
Spire Inc. agreed on April 14, 2026 to sell Belle Butte LLC, which owns the Spire Storage West facility in Wyoming and the Spire Storage Salt Plains facility in Oklahoma, to an affiliate of I Squared Capital. The total consideration is $650 million, including $600 million in cash at closing, and the sale is expected to partly fund Spire's Piedmont Natural Gas Tennessee acquisition. Spire said it will provide revised fiscal 2026 guidance in May and continues to expect fiscal 2027 adjusted EPS of $5.40 to $5.60.
Cash purchase price of $600 million at closing, plus a $50 million deferred payment due on or before September 2027
Storage West has up to 55 Bcf of working gas capacity and Salt Plains has up to 17 Bcf
Closing expected in the second half of fiscal 2026, subject to Hart-Scott-Rodino review and other conditions
Spire expects to give revised 2026 adjusted EPS guidance on its May earnings call; fiscal 2027 guidance of $5.40 to $5.60 is unchanged
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%.
Leidos agreed on April 14, 2026 to combine its Security Enterprise Solutions and Industrial Automation businesses with Analogic, a portfolio company of Altaris, in a new joint venture. Leidos will hold 41.5% of the joint venture and the Altaris entities will hold 58.5%, and the deal is expected to close in the second half of 2026 subject to regulatory approvals. The filing does not disclose a purchase price, and the press release says Leidos will contribute about $625 million in projected 2026 revenue and roughly 1,500 employees.
Leidos will hold 41.5% of the new joint venture; Altaris-affiliated entities will hold 58.5%
Leidos will contribute about 1,500 employees representing $625 million in projected 2026 revenue
Closing is expected in the second half of 2026, subject to Hart-Scott-Rodino review and other regulatory approvals
Either party may terminate if the deal is not completed by the six-month anniversary of signing, with an automatic three-month extension
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.