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).
InvenTrust Properties Corp. signed a note purchase agreement on April 16, 2026, for a private placement of $250 million in senior notes in three series. The notes are expected to be issued on June 29, 2026, subject to customary closing conditions, and the company plans to use the proceeds for general corporate purposes, including repaying indebtedness. The deal adds fixed-rate debt that shareholders will carry until the notes mature in 2029, 2031 and 2033.
Total principal of $250 million: $50 million Series A at 5.09% due June 29, 2029; $100 million Series B at 5.32% due June 29, 2031; $100 million Series C at 5.60% due June 29, 2033
Press release states a weighted average fixed interest rate of 5.44% and a weighted average tenor of approximately 5.4 years
Expected issuance date is June 29, 2026, subject to customary closing conditions
Notes contain restrictive covenants, including leverage and coverage ratios, and can accelerate on certain defaults
At its April 15, 2026 annual meeting, Wesbanco shareholders approved the 2026 Equity Incentive Plan and elected six directors. Shareholders also backed Deloitte & Touche, LLP as auditor for 2026 and approved, on an advisory basis, 2025 executive pay, though with a larger against vote on pay than on the other items.
Equity Incentive Plan approved: 67,950,030 for, 2,756,961 against, 877,942 abstain, 11,506,105 non-votes
Advisory say-on-pay vote on 2025 executive compensation: 45,662,797 for, 25,001,728 against, 920,438 abstain
Deloitte & Touche, LLP ratified as independent auditor for fiscal year ending December 31, 2026: 81,673,016 for, 1,086,711 against
Directors elected: Louis M. Altman, John L. Bookmyer, Todd F. Clossin, Denise Knouse-Snyder, F. Eric Nelson, Jr. (three-year terms) and Joseph R. Robinson (one-year term)
ESCO Technologies agreed on April 15, 2026 to buy Megger Group Limited from TBG AG for about $2.35 billion, consisting of $922 million in cash and 5.10 million new ESCO common shares, subject to a cash post-closing adjustment. Closing depends on US antitrust, national security and foreign approvals, and the deal can be terminated if closing conditions are not met by April 15, 2027.
Purchase price is about $2.35 billion: $922 million in cash plus 5.10 million ESCO common shares
ESCO obtained a Commitment Letter from JPMorgan Chase Bank, N.A. for up to $1,500 million in best-efforts senior secured facilities, with a $975 million bridge loan as a fallback
After closing, TBG AG would have the right to one board seat while it holds at least 50% of the consideration shares
Closing requires approvals under HSR, CFIUS and DCSA, plus foreign merger control and investment laws
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
Quanta Services approved performance stock unit (PSU) awards on April 10, 2026 for senior leaders, including named executive officers Earl C. Austin, Jr., Jayshree S. Desai, Karl W. Studer and Gerald A. Ducey, Jr. The awards tie payout to a five-year performance period ending December 31, 2030, based on adjusted earnings per share growth and total shareholder return. The filing shows the awards are designed to retain leaders for the company's recently announced five-year strategy.
PSUs approved April 10, 2026 under the 2019 Omnibus Equity Incentive Plan, with a performance period ending December 31, 2030
Target grants: Earl C. Austin, Jr. 17,759; Jayshree S. Desai 8,879; Karl W. Studer 12,431; Gerald A. Ducey, Jr. 7,103
Earned shares can range from 0% to 600% of target, based on adjusted EPS compound annual growth with a TSR multiplier of up to 200%
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
Lincoln National said Brian Kroll, Executive Vice President and Head of Retail Life and Annuity Solutions, intends to retire effective June 1, 2026. The company described the move as part of a planned succession for its Retail Life and Annuities businesses, and the filing gives no financial figures.
Brian Kroll, Executive Vice President and Head of Retail Life and Annuity Solutions, is a named executive officer.
Retirement is effective June 1, 2026.
Company says the change is part of a planned succession for the Retail Life and Annuities businesses.
Notice was filed April 16, 2026, and signed by Senior Vice President and Secretary Nancy A. Smith.
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.
Knight-Swift lowered its first-quarter 2026 adjusted EPS guidance to $0.08 to $0.10 from the previously announced $0.28 to $0.32. The company attributed the cut to an LTL claims charge, a deferred warehousing project, a Mexico VAT decision, and winter weather and fuel costs. It also introduced second-quarter 2026 adjusted EPS guidance of $0.45 to $0.49, which it said reflects a larger than normal sequential increase.
Q1 2026 adjusted EPS now expected at $0.08 to $0.10, versus a prior expectation of $0.28 to $0.32.
LTL claims development reduced Q1 EPS by $0.08 per share, primarily from a large unfavorable arbitration award on a 2022 incident.
Q1 also absorbed a $0.05 per share warehousing project deferral, a $0.02 per share Mexico VAT decision, and an estimated $0.05 to $0.06 per share from winter weather and fuel prices.
PENN Entertainment amended its credit agreement on April 16, 2026, refinancing and extending its $1.0 billion revolving credit facility and $446.9 million term loan A facility, which now mature in April 2031. The filing does not report financial results, and the company's term loan B facility was not refinanced and keeps its existing maturity.
Revolver of $1.0 billion and term loan A of $446.9 million refinanced and extended under the amendment, maturing April 2031
Springing maturity 91 days inside certain existing debt obligations applies if that debt remains outstanding and is not refinanced, unless certain liquidity conditions are met
Amendment removed the 0.10% credit spread adjustment on SOFR borrowings; interest rate margins were otherwise unchanged
Term loan B facility was not refinanced and its maturity is unchanged; proceeds to refinance existing revolver and term loan A and fund working capital and general corporate purposes
AMERISAFE appointed Guillermo A. Ramos, currently Head of Finance Strategy at Hiscox US, as Executive Vice President and Chief Financial Officer, effective May 7, 2026. The filing sets out his employment terms, including a base salary of not less than $500,000 and a $1,000,000 restricted stock unit award, which shows the compensation terms for the company's new finance chief.
Appointment effective May 7, 2026; Board approved on April 15, 2026
Annual base salary of not less than $500,000 and an RSU award valued at $1,000,000
Employment agreement has an initial three-year term, with automatic one-year extensions
Severance if terminated without cause: 12 months of salary and health benefits, plus average incentive awards from the prior three years
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
Onto Innovation reported a preliminary first-quarter 2026 revenue estimate of $292 million, above its previously communicated outlook of $275 to $285 million. It also set second-quarter 2026 revenue guidance of $320 to $330 million, which the company says is an 8% increase over its previously shared outlook. For shareholders, both the quarter and the forward guidance point higher than prior company expectations, though the figures are preliminary until full results are released.
Preliminary Q1 2026 revenue estimate of $292 million, versus prior outlook of $275 to $285 million
Q2 2026 guidance of $320 to $330 million, an 8% increase over previously shared outlook
Dragonfly G5 system qualified for 2.5D advanced packaging applications, with initial shipments expected in June
Full Q1 results to be released after market close on May 5, 2026, followed by a conference call
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.
On April 14, 2026, Lumen entered a Revolving Credit Agreement with Bank of America as administrative agent, providing $825 million of revolving commitments. The agreement also terminated the revolving commitments under a March 22, 2024 credit agreement, reducing them to zero.
Revolving commitments total $825 million; the facility matures April 14, 2029, subject to a springing maturity in certain circumstances.
Borrowings bear interest at Term SOFR (0.00% floor) plus 2.75%, or a base rate plus 1.75%, adjusted by Lumen's total net leverage ratio.
Covenants start with the quarter ended June 30, 2026: maximum total net leverage of 5.25 to 1.00 and minimum interest coverage of 2.00 to 1.00.
Level 3 Collateral Guarantors provide a guarantee of up to $150 million secured by substantially all of their assets.
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.
AES said Sherry Kohan will leave her Senior Vice President and Chief Accounting Officer role effective May 7, 2026, moving to CFO of AES' U.S. Utilities business. Aubrey Jarred, a current AES managing director, will become Vice President and Controller and principal accounting officer on that date. Separately, Bernerd Da Santos stepped down as Executive Vice President and President of US & Renewables on April 16, 2026, and became Chairman of the AES Clean Energy Board and Senior Strategic Advisor to the President.
Sherry Kohan leaves Chief Accounting Officer role effective May 7, 2026; she becomes CFO of AES U.S. Utilities
Aubrey Jarred, 40, appointed Vice President and Controller and principal accounting officer effective May 7, 2026
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.