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).
NHC's subsidiary NHC/OP, L.P. agreed to buy the land and buildings of 32 skilled nursing facilities and three independent living facilities from National Health Investors, Inc. (NHI), which NHC currently leases under a Master Agreement to Lease. NHC can terminate the agreement for any reason through a review period ending May 29, 2026, with substantially all of its initial $5 million deposit refunded, and the deal is expected to close in the third quarter of 2026. NHC's chief executive says the deal is expected to be accretive to earnings and cash flow, but the filing gives no earnings or cash flow figures.
Purchase price is $560 million, subject to adjustment, payable at closing, with no financing contingencies; NHC expects to fund part of it with a new credit facility.
A $5 million initial deposit is due within five business days; an additional $15 million deposit is due within seven business days after the review period ends on May 29, 2026, if NHC has not terminated.
NHC will keep operating the facilities except four Florida skilled nursing facilities, which are subleased to a third-party operator; the Master Lease will be terminated for the other facilities at closing.
Closing is expected in the third quarter of 2026, subject to Hart-Scott-Rodino antitrust waiting period and other conditions; NHC's chairman Robert G. Adams sits on NHI's board and is not standing for reelection there.
CVB Financial Corp. completed its all-stock merger with Heritage Commerce Corp on April 17, 2026, with Heritage merging into CVBF and Heritage Bank of Commerce merging into Citizens Business Bank. The company said Citizens' total assets will exceed $20 billion, and it issued about 41 million CVBF shares to former Heritage shareholders, which dilutes existing holders.
Merger closed April 17, 2026; each Heritage share was converted into 0.65 CVBF shares.
About 41 million CVBF common shares were issued to former Heritage shareholders.
R. Clay Jones, formerly Heritage's CEO, was appointed President of CVBF and Citizens; David A. Brager remains CEO.
Jones' employment agreement includes a $700,000 annual base salary and a $1,800,000 cash retention award.
Weatherford reported first-quarter 2026 revenue of $1,152 million, down 3% year-over-year, and operating income of $123 million, down 13%. Net income rose 42% to $108 million and diluted earnings per share rose 44% to $1.49, while adjusted EBITDA fell 8% to $233 million. Management said second-quarter results are expected to be softer than previously anticipated due to Middle East disruptions, but kept its second-half and full-year adjusted free cash flow guidance.
Q1 2026 revenue $1,152 million (down 3% year-over-year); operating income $123 million (down 13%); adjusted EBITDA $233 million (down 8%)
Net income $108 million (up 42%); diluted income per share $1.49 (up 44%)
Management expects Q2 2026 results to be softer than previously anticipated; second-half guidance and full-year adjusted free cash flow guidance maintained
Board declared a $0.275 per share dividend on April 16, 2026, payable June 4, 2026; Q1 shareholder return totaled $30 million
Brady Corporation agreed on April 20, 2026 to acquire Honeywell's Productivity Solutions and Services business for $1.4 billion in cash, with closing expected in the second half of calendar 2026. The company plans to fund the deal with new debt and cash on hand, and BMO Capital Markets has committed up to $1.8 billion in bridge financing. For shareholders, the business generated about $1.1 billion of sales in 2025, and Brady expects net debt-to-EBITDA of about 2.5 times after transaction financing, deleveraging to below 2.0 times within two years of closing.
Base purchase price of $1.4 billion in cash, subject to customary adjustments; closing expected in the second half of calendar 2026 and subject to regulatory approvals.
BMO Capital Markets committed bridge facilities of up to $1.8 billion: a $1 billion Tranche A and an $800 million Tranche B.
PSS generated sales of approximately $1.1 billion in 2025, compared with Brady's fiscal 2025 sales of approximately $1.51 billion.
Brady expects a minimum of $25 million in annual run-rate cost synergies within three years of closing; the filing states the deal is financed with new debt and cash on hand.
Sonoco reported first quarter 2026 results for the quarter ended March 29, 2026. GAAP diluted EPS rose to $0.68 from $0.55 and net sales fell 1.9% to $1.7 billion, but adjusted diluted EPS fell 13% to $1.20 from $1.38. The company now targets the low end of its prior full-year adjusted EPS range of $5.80 to $6.20, citing inflation and lower demand, while keeping its adjusted EBITDA and operating cash flow guidance unchanged.
Net sales were $1.7 billion, down 1.9% from the prior-year quarter, mainly due to the November 3, 2025 ThermoSafe divestiture
GAAP net income attributable to Sonoco was $67.6 million, up from $54.4 million; adjusted net income was $119.4 million, down from $137 million
Full-year 2026 adjusted EPS is now projected at the low end of the previous $5.80 to $6.20 range; adjusted EBITDA guidance of $1.25 billion to $1.35 billion is unchanged
Net cash used by operating activities was $(367.9) million, including about $103 million in one-time taxes on 2025 divestiture gains
National Health Investors agreed to sell 32 skilled nursing facilities and three independent living facilities to its lessee, National HealthCare Corporation, for $560.0 million. The company expects to close on July 1, 2026, subject to customary conditions including the Hart-Scott-Rodino waiting period, and plans to use net proceeds to repay borrowings and fund future investments. The filing says the 35 properties generated about $39.7 million of cash lease revenue in 2025, so shareholders will lose that income stream while gaining proceeds to reduce debt.
Sale of 32 skilled nursing facilities and three independent living facilities to NHC for $560.0 million.
Anticipated closing date of July 1, 2026, subject to customary conditions and HSR waiting period expiration or termination.
The 35 properties generated approximately $39.7 million of cash lease revenue in 2025, including percentage rent.
Expected transaction costs of $6.0 to $8.0 million; pro forma net debt-to-annualized EBITDA of about 2.3x and available liquidity of about $1.4 billion.
Prudential Financial and its Japanese unit, Prudential of Japan (POJ), said POJ will extend its voluntary suspension of new sales by an additional 180 days, following a 90-day suspension that began February 9, 2026. The company said the required operational, governance and organizational changes are larger than previously expected, which matters to shareholders because new sales in Japan will stay paused for longer.
Voluntary suspension of new sales at Prudential of Japan extended by an additional 180 days, following the 90-day suspension that began February 9, 2026.
An independent, third-party review of POJ's management system is ongoing and expected to take several months to complete.
Existing policyholders and in-force policy servicing are not affected; the release gives no dollar figure for the estimated financial impact.
Nicolet Bankshares reported first quarter 2026 net income of $15 million, or $0.81 per diluted share, down from $40 million, or $2.65 per diluted share, in the fourth quarter of 2025. Excluding non-core items, mostly merger-related expenses, core diluted earnings per share were $2.75, compared with $2.73 in the prior quarter. The company also raised its quarterly dividend 13% to $0.36 per share and agreed to sell MidWestOne's Denver branches to Sunwest Bank.
GAAP net income was $15 million and diluted EPS was $0.81 for Q1 2026, versus $40 million and $2.65 in Q4 2025.
Merger-related expense was $40.7 million in Q1 2026; core diluted EPS was $2.75 versus $2.73 in Q4 2025.
The quarterly dividend rose $0.04 to $0.36 per share, payable June 15, 2026, to holders of record as of June 1, 2026.
Denver branch sale to Sunwest Bank involves about $390 million in loans and $380 million in deposits, with closing expected in third quarter 2026.
Adobe's board approved a stock repurchase authorization of up to $25 billion in common stock through April 30, 2030, announced April 21, 2026. Adobe may buy shares in the open market or through structured repurchase agreements, but it has no obligation to repurchase any amount. At the April 15, 2026 annual meeting, stockholders also approved a 12 million share increase to the 2019 Equity Incentive Plan and rejected all four stockholder proposals.
Board authorized repurchases of up to $25 billion in common stock through April 30, 2030.
Repurchases may be made in the open market or through structured repurchase agreements; timing and amount are at Adobe's discretion.
Stockholders approved a 12 million share increase to the 2019 Equity Incentive Plan on April 15, 2026.
Stockholders did not approve proposals five through eight, including a golden parachute vote and a climate risk proposal.
Hancock Whitney reported first-quarter 2026 net income of $47.4 million, or $0.57 per diluted share, down from $125.6 million, or $1.49, in the fourth quarter of 2025. The drop reflects a $98.6 million pretax loss from a securities portfolio restructuring; excluding that item, EPS was $1.52, up $0.03 from the prior quarter.
Reported diluted EPS was $0.57, versus $1.49 in Q4 2025 and $1.38 in Q1 2025.
The $98.6 million pretax loss equaled $0.95 per share and was recorded in noninterest income.
Adjusted EPS of $1.52 excludes the restructuring loss; the company raised its quarterly dividend 11% to $0.50 per share.
The company repurchased 1.4 million shares at an average price of $67.55 during the quarter.
Pitney Bowes released preliminary, unaudited first-quarter 2026 results and raised its full-year 2026 guidance for revenue, Adjusted EBIT, Adjusted EPS and free cash flow. Q1 revenue of about $477 million was down 3% from Q1 2025, while Adjusted EBIT, Adjusted EPS and free cash flow all improved from a year earlier. The figures are preliminary and may change before the Form 10-Q, with complete Q1 results due May 5, 2026.
Preliminary Q1 2026 revenue of about $477 million, vs. $493 million in Q1 2025; the 3% decline compares with a 5% decline in Q1 2025 and 7% in the prior quarter
Adjusted EBIT of about $130 million vs. $120 million; Adjusted EPS of about $0.47 vs. $0.33; free cash flow of about $44 million vs. a $20 million use in Q1 2025
Updated Adjusted EBIT and Adjusted EPS guidance now include about $15.4 million and $0.08 of pension costs previously excluded; full Q1 results are due May 5, 2026, with a call on May 6 at 8:00 a.m. ET
United Community Banks (NYSE: UCB) reported first-quarter 2026 net income of $84.3 million and diluted EPS of $0.69, up $0.11 from a year earlier but down $0.01 from the fourth quarter. The bank also announced a definitive merger agreement to acquire Peach State Bancshares, Inc., with deal details in a separate presentation filed with the SEC.
Q1 2026 net income $84.3 million, up $12.9 million from Q1 2025; GAAP diluted EPS $0.69 vs. $0.58; operating EPS $0.70, up 19%
Total revenue $276.5 million, up 12% from a year earlier
Definitive merger agreement to acquire Peach State Bancshares, Inc. announced April 21, 2026
Repurchased 1.09 million shares at an average price of $33.97; plans to redeem remaining $100 million of subordinated debentures in Q2 2026
Valmont reported first-quarter 2026 results with net sales up 6.2% to $1.03 billion and diluted earnings per share up 27.5% to $5.51, which the company called a record first quarter for EPS. It raised its full-year 2026 diluted EPS outlook to $21.50 to $23.50 from $20.50 to $23.50, with the low end of the range increased.
Net sales rose 6.2% to $1.03 billion; diluted EPS rose 27.5% to $5.51 from $4.32 a year earlier
Full-year 2026 diluted EPS outlook raised to $21.50 to $23.50 from $20.50 to $23.50; net sales outlook unchanged at $4.2 to $4.4 billion
Agriculture segment sales fell 15.1% to $227.0 million, while Infrastructure sales rose 14.1% to $805.9 million
Returned $70.8 million to shareholders in the quarter, including $57.5 million in share repurchases and a 13% increase in the quarterly dividend to $0.77 per share
RTX reported first quarter 2026 sales of $22.1 billion, up 9 percent from the prior year, and adjusted EPS of $1.78, up 21 percent. The company raised its full-year 2026 adjusted sales and adjusted EPS outlook and confirmed its free cash flow forecast, which matters to shareholders because it signals higher expected earnings for the year.
Q1 2026 sales of $22.1 billion, up 9 percent; organic sales up 10 percent
Q1 GAAP EPS of $1.51 and adjusted EPS of $1.78, up 21 percent
2026 adjusted EPS outlook raised to $6.70-$6.90 from $6.60-$6.80
2026 adjusted sales outlook raised to $92.5-$93.5 billion from $92.0-$93.0 billion; free cash flow confirmed at $8.25-$8.75 billion
Quest Diagnostics reported first quarter 2026 net revenues of $2.90 billion, up 9.2% from a year earlier, and reported diluted EPS of $2.24, up 15.5%. The company raised its full year 2026 revenue and EPS guidance, which means higher expected results for shareholders than the prior outlook.
Q1 2026 net revenues were $2.90 billion, up 9.2%; Diagnostic Information Services revenues rose 9.4% to $2.83 billion
Q1 reported diluted EPS was $2.24, up from $1.94; adjusted diluted EPS was $2.50, up 13.1% from $2.21
Full year 2026 reported diluted EPS guidance was raised to $9.58 to $9.78 from $9.45 to $9.65; adjusted EPS guidance to $10.63 to $10.83 from $10.50 to $10.70
Cash provided by operations fell 11.6% to $278 million in Q1 from $314 million
UnitedHealth reported first quarter 2026 revenue of $111.7 billion, up from $109.6 billion a year earlier, and GAAP earnings of $6.90 per share, up from $6.85. The company raised its full-year 2026 earnings outlook to greater than $17.35 per share on a GAAP basis and greater than $18.25 per share on an adjusted basis. Earnings from operations were $9.0 billion, slightly below $9.1 billion a year earlier.
Q1 2026 revenue was $111.7 billion, up from $109.6 billion in Q1 2025; GAAP EPS was $6.90 versus $6.85, and adjusted EPS was $7.23 versus $7.20.
Full-year 2026 outlook raised to greater than $17.35 per share GAAP and greater than $18.25 per share adjusted.
Medical care ratio improved to 83.9% from 84.8%, while the operating cost ratio rose to 13.8% from 12.4%.
The company expects to repurchase at least $2.0 billion of its common stock by the end of the second quarter 2026 and has agreed to acquire Alegeus Technologies.
Synchrony Financial reported first quarter 2026 net earnings of $805 million, or $2.27 per diluted share, up from $757 million, or $1.89 per diluted share, a year earlier. The Board also approved a new share repurchase program of up to $6.5 billion with no expiration date and a planned 13% increase in the quarterly dividend, which matters to shareholders because it changes how much capital the company plans to return.
Net earnings rose 6% to $805 million; diluted EPS was $2.27 versus $1.89 in the first quarter of 2025
New buyback of up to $6.5 billion starts in the second quarter of 2026 and replaces the prior program, which was scheduled to expire June 30, 2026
Quarterly dividend planned to rise 13% to $0.34 per share beginning in the third quarter of 2026
Estimated Common Equity Tier 1 ratio was 12.7%, compared with 13.2% a year earlier
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.