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.
On April 14, 2026, California Resources entered into a ninth amendment to its credit agreement with Citibank, N.A. as administrative agent. The amendment changes the pricing grid to reduce the company's borrowing costs under the facility, along with other technical changes.
Amendment dated effective April 14, 2026, to the Amended and Restated Credit Agreement dated April 26, 2023
Purpose includes amending the pricing grid to reduce borrowing costs under the facility
Citibank, N.A. serves as administrative and collateral agent; full text filed as Exhibit 10.1 with some portions omitted
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
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%
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.