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).
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
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.
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
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.
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.