1,219 material Form 8-K filings that 987 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).
Monarch Casino & Resort reported first quarter 2026 results, with net revenue of $136.6 million, up 8.9% from a year earlier, and net income of $27.6 million, up 38.9%. The company also declared a $0.30 per share cash dividend payable June 15, 2026, to holders of record on June 1, 2026.
Net revenue was $136.6 million for the quarter ended March 31, 2026, up 8.9% from $125.4 million a year earlier.
Diluted EPS was $1.52, up 44.8% from $1.05; net income was $27.6 million, up 38.9%.
Adjusted EBITDA was $49.0 million, up 19.0%, with the company citing a 35.8% margin versus 32.8% a year earlier.
Quarterly cash dividend of $0.30 per share is payable June 15, 2026, to stockholders of record as of June 1, 2026.
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.
Heartland Express said David P. Millis, President of subsidiary Millis Transfer, will retire as president effective April 24, 2026, and will remain a director. The company disclosed that he will receive $66,766 in compensation and insurance benefits plus 4,866 shares of common stock in connection with his retirement.
David P. Millis informed the company of his retirement decision on April 16, 2026.
Retirement is effective April 24, 2026; Millis remains a director.
Retirement package: $66,766 in compensation and insurance benefits and 4,866 shares of common stock.
Director compensation will follow the non-employee director terms described in the April 2, 2026 proxy statement.
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.
At its April 16, 2026 annual meeting, HP Inc. stockholders approved the Fifth Amended and Restated 2004 Stock Incentive Plan, which makes 73,600,000 additional common shares available for share-based awards. Stockholders also re-elected twelve directors, ratified Ernst & Young as auditor for fiscal 2026, and approved executive pay in an advisory vote. A stockholder proposal for an independent board chairman was rejected.
Plan approval: 495,892,067 votes for and 159,248,223 against, with 2,380,622 abstentions
Plan adds 73,600,000 shares of common stock for share-based compensation awards
Twelve directors elected, including Chip Bergh, Richard L. Clemmer and Gianluca Pettiti
Independent board chairman proposal failed: 105,071,429 for and 547,764,193 against
MGE Energy's boards promoted Jared Bushek, the current vice president, chief financial officer and treasurer, to executive vice president, chief financial officer and treasurer, effective May 1, 2026. He received a one-time retention award of restricted stock units covering 25,000 shares that cliff vests on the fifth anniversary of the grant date, which signals continuity in the finance leadership role for shareholders.
Promotion decided April 17, 2026; effective May 1, 2026
Retention award of restricted stock units covering 25,000 shares of MGE Energy common stock
Award cliff vests on the fifth anniversary of the grant date, subject to continued employment
Early vesting possible on death, disability, or termination without cause or resignation for good reason within 24 months after a change in control
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
Tilray Brands filed a Form 8-K to submit an opinion from DLA Piper LLP as an exhibit to its Registration Statement No. 333-290806. The filing is administrative and does not disclose financial results, a transaction, or a change in company operations.
Filed April 21, 2026, under Items 8.01 (Other Events) and 9.01 (Financial Statements and Exhibits).
Exhibit 5.1 is an opinion from DLA Piper LLP (US), with DLA Piper's consent included as Exhibit 23.1.
Exhibit 104 is the cover page Interactive Data File in Inline XBRL format.
The filing is signed by Mitchell Gendel, Global General Counsel.
At its April 16, 2026 annual meeting, PPG shareholders elected all 12 director nominees and did not approve a proposal requiring an independent board chair. On April 15, 2026, the compensation committee approved performance-based Market Stock Unit awards with a $1.5 million target value for two executive officers, which vest on May 8, 2029 based on stock price change.
All 12 director nominees were elected to serve until the 2027 annual meeting.
The independent board chair proposal received 59,695,284 votes for and 126,745,338 votes against.
The 2026 Omnibus Incentive Plan was approved with 180,276,030 votes for and 6,358,364 against.
MSU awards with a $1.5 million target value went to K. Henrik Bergstrom and Kevin Braun; the awards vest May 8, 2029.
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.
EQT reported first quarter 2026 net income attributable to the company of $1.49 billion, or $2.36 per diluted share, compared with $242 million, or $0.40 per share, a year earlier. Sales volume rose to 618 Bcfe from 571 Bcfe, and the company reported record quarterly free cash flow attributable to EQT of $1.83 billion. Total debt fell to $6.0 billion from $7.8 billion at December 31, 2025, which shareholders may watch as the company works toward its $5 billion maximum long-term debt target.
Diluted EPS of $2.36 vs. $0.40 a year earlier; adjusted EPS of $2.33 vs. $1.18
Sales volume of 618 Bcfe vs. 571 Bcfe; average realized price of $5.08 per Mcfe vs. $3.77
Free cash flow attributable to EQT of $1.83 billion, a record quarterly figure per the company
Q2 2026 sales volume guidance of 570 to 620 Bcfe, including 10 to 15 Bcfe of strategic curtailments
WesBanco reported first quarter 2026 net income available to common shareholders of $84.4 million, or $0.88 per diluted share, compared with a loss of $11.5 million, or $(0.15) per share, in the first quarter of 2025, which included merger-related charges from the Premier Financial acquisition. Excluding restructuring, merger-related and day one credit loss items, adjusted diluted EPS was $0.91 versus $0.66 a year earlier. The year-over-year comparison is distorted by the February 2025 acquisition, but the filing shows higher net interest income and margin.
Diluted EPS of $0.88 versus $(0.15) a year earlier; adjusted diluted EPS (non-GAAP) of $0.91 versus $0.66
Net interest margin of 3.57%, up 22 basis points year-over-year; net interest income of $215.4 million, up 35.9%
Total deposits of $21.7 billion, up 1.8% year-over-year on an organic basis and flat from the fourth quarter
Planned closure of 10 financial centers in May 2026; conference call on April 22, 2026 at 9:00 a.m. ET
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.
Chubb Limited reported first quarter 2026 net income of $2.32 billion, or $5.88 per share, up 74.3% and 78.8% from a year earlier, when California wildfire losses weighed on results. Core operating income rose to $2.69 billion, or $6.82 per share, and consolidated net premiums written grew 10.7% to $14.0 billion. The company said soft property and financial lines markets led it to reduce some exposures.
Net income $2.32 billion, or $5.88 per share, versus $1,331 million, or $3.29 per share, in Q1 2025
Core operating income $2.69 billion, or $6.82 per share, up 80.6% in dollars
P&C combined ratio 84.0% versus 95.7% a year earlier; total catastrophe losses $500 million versus $1.64 billion
Book value per share $189.93, up 15.8% from March 31, 2025; tangible book value per share $126.65, up 21.5%
Western Alliance Bancorporation reported first quarter 2026 net income of $189.2 million, or $1.65 per share, down from $199.1 million, or $1.79 per share, a year earlier. Net revenue rose 31.0% to $1.0 billion, but a $213.2 million provision for credit losses, which included charge-offs on the LAM and Cantor loans, reduced GAAP profit, and the company said adjusted EPS was $2.22.
Net income $189.2 million ($251.3 million adjusted) and EPS $1.65 ($2.22 adjusted), versus $199.1 million and $1.79 a year earlier
Net revenue of $1.0 billion, up 31.0%, or $240.9 million, year over year
Provision for credit losses of $213.2 million, including a $126.4 million charge-off of the remaining LAM loan and a $26.1 million charge-off on the Cantor loan
Share repurchases of $50.0 million; tangible book value per share $61.14, up 13.0% from $54.10 a year earlier
Interparfums reported first-quarter 2026 net sales of $345 million, up 2% from $339 million, with a positive 4.6% foreign exchange impact. CEO Jean Madar said organic sales declined 2% excluding the Middle East war, and the company reduced its forecast for the Middle East region. Full first-quarter financial results are not included in this filing and will be issued May 5, 2026.
Q1 2026 net sales $345 million vs $339 million in Q1 2025, up 2% on a reported basis
CEO said organic sales declined 2%; the war in the Middle East was an estimated 1% headwind
Company reduced its forecast for the Middle East region but said it remains cautiously optimistic for 2026
Full results for the quarter ended March 31, 2026 due May 5, 2026, with a conference call on May 6, 2026 at 11:00 am ET
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.
Timken said Andreas Roellgen ceased serving as Executive Vice President and President of Engineered Bearings effective the close of business on April 16, 2026. Timothy A. Graham will serve as interim leader of the segment while the company searches externally for a permanent successor.
Andreas Roellgen left the role of Executive Vice President and President of Engineered Bearings on April 16, 2026.
Timothy A. Graham will assume interim officer leadership of the Engineered Bearings segment.
An external search has been launched for a permanent successor.
Timken says a further 8-K will follow with any additional terms, as Mr. Roellgen is subject to local European legal requirements.
CAVA Group disclosed that director Karen Kochevar will retire from its Board when her current term expires at the 2026 Annual Meeting of Shareholders on June 22, 2026, and will not stand for re-election. The filing says the retirement is not due to any disagreement with the company over its operations, policies or practices, and the board describes it as part of ongoing succession planning.
Kochevar informed the company of her retirement on April 16, 2026.
Her term ends at the 2026 Annual Meeting of Shareholders, scheduled for June 22, 2026.
The filing states no disagreement with the company over operations, policies or practices.
Kochevar served on the board for ten years, including the company's transition to a public company.
Radian Group said its Senior Executive Vice President and Chief Digital Officer, Eric R. Ray, gave notice on April 20, 2026 that he will retire from his role and from the company effective July 1, 2026. The company said the decision is not the result of any disagreement over its operations, policies or practices, and the filing does not name a successor.
Eric R. Ray, Senior Executive Vice President and Chief Digital Officer, gave notice on April 20, 2026.
Retirement is effective July 1, 2026.
The company states the retirement is not due to any disagreement on operations, policies or practices.
National Bank Holdings Corporation reported first quarter 2026 net income of $20.8 million, or $0.46 per diluted share, up from $16.0 million in the fourth quarter of 2025 but down from $24.2 million a year earlier. Results include $15.3 million of acquisition and restructuring expenses; excluding these items, adjusted earnings were $0.72 per diluted share, and results reflect the Vista Bancshares acquisition that closed January 7, 2026, which increased shares outstanding to 44.7 million.
Net income $20.8 million, or $0.46 per diluted share, versus $16.0 million, or $0.42, in Q4 2025 and $24.2 million, or $0.63, in Q1 2025.
Adjusted diluted EPS of $0.72 excludes $15.3 million of acquisition and restructuring related expenses.
Loans rose to $9.6 billion at March 31, 2026, from $7.4 billion at December 31, 2025, including $2.99 billion of acquired loans.
CEO Tim Laney said the company expects to surpass a projected $1.00 of earnings per share in the fourth quarter; earnings call set for April 22, 2026 at 11:00 a.m. Eastern Time.
Triumph Financial reported first-quarter 2026 net income to common stockholders of $5.6 million, or $0.23 per diluted share, in a shareholder letter furnished with an 8-K. Transportation revenue grew 0.6% from the fourth quarter of 2025, which the company said is a positive signal given its usual seasonal decline in that period.
Net income to common stockholders was $5.6 million, or $0.23 per diluted share, for the quarter ended March 31, 2026.
Payments total revenue rose 2.6% quarter over quarter to $19.1 million, and 25.8% year over year.
Factoring pretax operating income was $14.5 million, with a 34.7% operating margin against a long-term target above 40%.
Banking segment operating income decreased $1.0 million to $24.6 million, and total non-performing loans rose to 1.77% of total loans.
W. R. Berkley reported first quarter 2026 net income to common stockholders of $515.2 million, up from $417.6 million a year earlier, and diluted EPS of $1.31 versus $1.04. Operating income reached a record $514.3 million and annualized return on equity was 21.2%. The company repurchased 4,471,634 shares for $302 million and says it remains confident in exceeding its 15% after-tax return on equity target.
Net income to common stockholders was $515.2 million, up 23.4% from $417.6 million; diluted EPS was $1.31 compared with $1.04.
Operating income was a record $514.3 million; the reported combined ratio was 90.7%, compared with 90.9% a year earlier.
Net investment income grew 12.2% to a record $404.3 million.
Total capital returned to shareholders was $336.1 million, including $302.4 million of share repurchases.
Zurn Elkay Water Solutions reported first quarter 2026 results for the quarter ended March 31, 2026, furnished in an earnings release under Item 2.02. Net sales rose 11% to $433 million and net income from continuing operations rose to $59 million, or $0.35 per diluted share, from $41 million, or $0.24, a year earlier. The company gave second-quarter core sales growth guidance of 8% to 9% and said it sees potential upside to its full-year 2026 outlook, which it will revisit with second-quarter results.
Net sales were $433 million versus $389 million a year earlier, with core sales up 11%.
Net income from continuing operations was $59 million, or $0.35 per diluted share, versus $0.24; adjusted EPS was $0.41 versus $0.31.
Adjusted EBITDA was $116 million, or 26.8% of net sales, versus $98 million, or 25.2%.
Second-quarter guidance calls for core sales growth of 8% to 9% and adjusted EBITDA margin of 27.0% to 27.5%, assuming the current tariff structure remains in place through 2026.
Pegasystems reported first-quarter 2026 results with total revenue of $430.0 million, down 10% from $475.6 million a year earlier. GAAP net income fell 62% to $32.8 million, and GAAP diluted earnings per share were $0.18 versus $0.46, though annual contract value rose 12% to $1.62 billion.
Total revenue was $430.0 million, down from $475.6 million; subscription license revenue fell 49% to $94.9 million.
GAAP diluted EPS was $0.18 versus $0.46; non-GAAP diluted EPS was $0.46 versus $0.76.
Annual contract value rose 12% to $1.62 billion (11% in constant currency), with Pega Cloud ACV up 29%.
Cash provided by operating activities was $212.3 million and free cash flow was $206.5 million.
Hanmi Financial reported first-quarter 2026 net income of $22.6 million, or $0.75 per diluted share, up from $21.2 million, or $0.70 per share, in the fourth quarter of 2025. Net interest margin rose to 3.38%, nonperforming assets fell to 0.16% of total assets, and the company returned $13.4 million to shareholders through dividends and share repurchases. Higher profit and capital returns benefit shareholders, although credit loss expense rose to $2.9 million from $1.9 million.
Net income was $22.6 million, or $0.75 per diluted share, compared with $21.2 million, or $0.70, in Q4 2025 and $17.7 million in Q1 2025.
Net interest margin increased 10 basis points to 3.38%, as the cost of interest-bearing deposits fell 16 basis points to 3.20%.
Credit loss expense was $2.9 million versus $1.9 million in Q4 2025; nonperforming assets were 0.16% of total assets, down from 0.26%.
Hanmi returned $13.4 million to shareholders in the quarter: $8.6 million in dividends and $4.8 million in share repurchases.
Intuitive reported first-quarter 2026 revenue of $2.77 billion, up 23% from a year earlier, with GAAP net income of $822 million, or $2.28 per diluted share, up from $1.92. The company also issued 2026 outlook ranges for da Vinci procedure growth and non-GAAP gross margin, and said tariffs are expected to reduce gross margin by 1.0% of revenue.
Revenue was $2.77 billion, up from $2.25 billion in Q1 2025; da Vinci procedures grew about 16% and Ion procedures about 39%
GAAP net income was $822 million, or $2.28 per diluted share, versus $698 million, or $1.92, in Q1 2025; non-GAAP EPS was $2.50 versus $1.81
2026 outlook: da Vinci procedure growth of 13.5% to 15.5% and non-GAAP gross profit margin of 67.5% to 68.5% of revenue
Repurchased 2.3 million shares for $1.1 billion in Q1; cash, equivalents and investments were $7.98 billion at March 31, 2026
Calix reported first-quarter 2026 revenue of $280.0 million, a record and up 27% year over year, and guided second-quarter revenue to $287 million to $293 million. Non-GAAP net income was $27.2 million and non-GAAP earnings per diluted share were $0.40, while GAAP earnings per diluted share were $0.16. Non-GAAP gross margin is guided lower in the second quarter, and the company will hold an Investor Day at the New York Stock Exchange on April 22, 2026.
Q1 2026 revenue $280.0 million, up 3% sequentially and 27% year over year
Q1 2026 non-GAAP earnings per diluted share $0.40 vs GAAP $0.16
Q2 2026 revenue guidance $287 million to $293 million; non-GAAP gross margin guided to 53.95%–56.95% range midpoint 55.8%
Q1 2026 share repurchases of $171 million; remaining authorization $63 million
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.
Capital One furnished its monthly charge-off and delinquency metrics for the month ended March 31, 2026, in Exhibit 99.1 of this Form 8-K. The domestic credit card book showed net charge-offs of $1,065 million, a 5.09% annualized rate, and 30+ day performing delinquencies of 3.70%. The release is a routine monthly credit disclosure and does not include earnings or guidance.
Domestic credit card net charge-offs were $1,065 million in March 2026, a 5.09% net charge-off rate.
Domestic credit card 30+ day performing delinquencies were $9,395 million, a 3.70% rate, on period-end loans of $254,028 million.
Auto loans had net charge-offs of $102 million (1.44% rate), 30+ day delinquencies of $3,609 million (4.21%), and nonperforming loans of $475 million (0.55%).
Annaly Capital Management reported first-quarter 2026 results on April 21, 2026. GAAP net income was $0.33 per average common share, down from $1.40 in the fourth quarter of 2025 but up from $0.15 a year earlier, while earnings available for distribution rose to $0.76 from $0.74 and the $0.70 quarterly dividend was unchanged. Book value per common share fell to $19.82 from $20.21 at December 31, 2025, and GAAP leverage rose to 7.3x.
GAAP net income of $0.33 per average common share, versus $1.40 in Q4 2025 and $0.15 in Q1 2025
Earnings available for distribution of $0.76 per average common share, versus $0.74 in Q4 2025 and $0.72 in Q1 2025
Book value per common share of $19.82, down from $20.21 at December 31, 2025; cash dividend of $0.70 per share
Earnings call scheduled for April 22, 2026 at 9:00 a.m. Eastern Time
CoreWeave closed a private offering of $1 billion in additional 9.750% senior notes due 2031, issued at 102.000% of principal under the indenture it set up on April 14, 2026. Total notes outstanding under the indenture are now $2.75 billion, and the company says it will use the proceeds for general corporate purposes, including repaying indebtedness. The added debt carries a high fixed interest rate, which means higher ongoing interest payments for the company.
Closed April 21, 2026: $1 billion of 9.750% senior notes due October 1, 2031, issued at 102.000% of principal
Total notes outstanding under the indenture: $2.75 billion, including $1.75 billion issued April 14, 2026
Interest is payable semi-annually on April 1 and October 1, starting October 1, 2026
Proceeds are for general corporate purposes, including repayment of outstanding debt and offering fees and expenses
Agree Realty reported first-quarter 2026 net income attributable to common stockholders of $60.2 million, up 33.4% from $45.1 million a year earlier, and diluted EPS of $0.50 versus $0.42. Core FFO per share rose 8.1% to $1.13 and AFFO per share rose 7.9% to $1.14, while the company kept its 2026 AFFO per share guidance at $4.54 to $4.58 and raised its dividend for April to $0.267 per month. Shareholders also gain from the company's sale of 8.7 million shares via its at-the-market program for anticipated net proceeds of about $658 million.
Net income attributable to common stockholders was $60.2 million, or $0.50 per diluted share, versus $45.1 million, or $0.42, in Q1 2025.
Core FFO per share was $1.13 (up 8.1%) and AFFO per share was $1.14 (up 7.9%) for the quarter.
2026 AFFO per share guidance remains $4.54 to $4.58; the treasury stock method dilution estimate was revised to $0.02 to $0.04 from approximately $0.01.
Monthly dividend for April 2026 was raised to $0.267 per share, a 4.3% year-over-year increase, payable May 14, 2026.
Capital One reported first-quarter 2026 net income of $2.2 billion, or $3.34 per diluted share, up from $3.26 in the fourth quarter of 2025 but down from $3.45 in the first quarter of 2025. Total net revenue fell 2% from the prior quarter to $15.2 billion, while non-interest expense dropped 9% to $8.5 billion, and the company said Discover integration is continuing. Shareholders get mixed signals: profit rose sequentially, but revenue declined and per-share earnings were lower than a year earlier.
Net income $2.2 billion, or $3.34 per diluted share, versus $3.26 in Q4 2025 and $3.45 in Q1 2025
Net of adjusting items, EPS was $4.42; adjusting items included $477 million of Discover amortization and $415 million of Discover integration expenses, both pre-tax
Total net revenue down 2% to $15.2 billion; provision for credit losses $4.1 billion; net charge-offs $3.8 billion
Net interest margin 7.87%, down 39 basis points; period-end deposits $489.1 billion
East West Bancorp reported first quarter 2026 net income of $358 million, or $2.57 per diluted share, both up 23% from a year earlier. Total revenue was $774 million, up 12% year over year, and total loans and deposits reached records of $58.1 billion and $68.9 billion as of March 31, 2026. The results are a routine quarterly release, and the filing contains no guidance; the board also declared a $0.80 per share second quarter dividend.
Net income was $358 million and diluted EPS was $2.57, each up 23% from the first quarter of 2025 and EPS up 1% from the fourth quarter of 2025.
Total revenue was $774 million, up 12% year over year; total loans reached a record $58.1 billion and total deposits a record $68.9 billion as of March 31, 2026.
The board declared a $0.80 per share second quarter 2026 dividend, payable May 18, 2026 to shareholders of record as of May 4, 2026.
The company repurchased about 938,000 shares for $98 million in the first quarter, and $117 million remains under its repurchase authorization.
Interactive Brokers reported first-quarter 2026 diluted EPS of $0.59, up from $0.48 a year earlier, on GAAP net revenues of $1.67 billion, up from $1.43 billion. The board also raised the quarterly dividend from $0.08 to $0.0875 per share, payable June 12, 2026, to holders of record as of June 1, 2026.
Diluted EPS $0.59 GAAP and $0.60 adjusted, versus $0.48 GAAP and $0.47 adjusted a year earlier
Commission revenue rose 19% to $613 million; net interest income rose 17% to $904 million
Pretax profit margin was 77% as reported, versus 74% a year earlier
Quarterly dividend raised to $0.0875 per share from $0.08; payable June 12, 2026
Manhattan Associates reported first-quarter 2026 revenue of $282.2 million, up from $262.8 million a year earlier, and adjusted diluted EPS of $1.24, up from $1.19. GAAP diluted EPS fell to $0.82 from $0.85, and the company issued full-year 2026 guidance of $1,147 million to $1,157 million in revenue and $5.29 to $5.37 in adjusted EPS.
Q1 2026 revenue $282.2 million vs. $262.8 million in Q1 2025; cloud subscription revenue $117.1 million vs. $94.3 million
GAAP diluted EPS $0.82 vs. $0.85; adjusted diluted EPS $1.24 vs. $1.19
2026 full-year guidance: revenue $1,147 million to $1,157 million; GAAP EPS $3.55 to $3.63; adjusted EPS $5.29 to $5.37
Repurchased $150.0 million of stock in Q1; Board raised buyback authority from $100 million to $500 million in March 2026
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.
TrustCo Bank Corp NY reported first quarter 2026 net income of $16.3 million, or $0.91 per diluted share, up from $14.3 million, or $0.75, a year earlier. Net interest income rose 10.7% to $44.7 million and net interest margin widened to 2.84% from 2.64%, driven by loan repricing at higher yields.
Net income $16.3 million, up 14.1% year over year; diluted EPS $0.91 vs. $0.75
Net interest income $44.7 million, up 10.7%; net interest margin 2.84% vs. 2.64%
Provision for credit losses $950 thousand vs. $300 thousand a year earlier; nonperforming loans $21.5 million vs. $18.8 million
Repurchased 522,226 shares (2.9%) in the quarter; book value per share $38.32 vs. $36.16
United Airlines reported first-quarter 2026 diluted earnings per share of $2.14, up 85% year over year, and total operating revenue of $14.6 billion, up 10.6%. Fuel expense rose $340 million, and the company plans to cut its planned capacity by 5 points for the rest of 2026, with third- and fourth-quarter capacity now expected to be flat to up approximately 2% year over year. Shareholders get higher reported profit, but the capacity cut and elevated fuel prices are near-term pressures on the business.
Diluted EPS of $2.14, up 85%; adjusted diluted EPS of $1.19, up 31%, within initial guidance of $1.00 to $1.50
Total operating revenue of $14.6 billion, up 10.6%; net income of $0.7 billion
Aircraft fuel expense up $340 million; average fuel price of $2.78 per gallon, up 9.9%
Expects Q3 and Q4 2026 capacity flat to up approximately 2% year over year, after a 5-point cut versus the original plan
Steel Dynamics reported first quarter 2026 net sales of $5.2 billion and net income of $403 million, or $2.78 per diluted share, up from $217 million, or $1.44 per share, a year earlier. The company cited record steel shipments and higher steel prices, and said it raised its quarterly cash dividend by six percent, while its new aluminum operations still posted an operating loss of $65 million.
Operating income was $538 million, up from $275 million in the first quarter of 2025.
Adjusted EBITDA was $700 million, compared with $448 million a year earlier.
Cash flow from operations was $148 million after a $120 million annual companywide retirement profit-sharing distribution.
Record steel shipments of 3.6 million tons; aluminum operating losses were $65 million for the quarter.
D.R. Horton reported fiscal second-quarter results for the quarter ended March 31, 2026, with net income attributable to the company down 20% from a year earlier and revenues of $7.6 billion. The company updated its fiscal 2026 consolidated revenue guidance to $33.5 billion to $34.5 billion and declared a $0.45 per share quarterly dividend. For shareholders, lower profit and revenue in the quarter are the key facts, while management said it remains on track to deliver results within its original fiscal 2026 guidance.
Net income attributable to D.R. Horton fell 20% to $647.9 million, or $2.24 per diluted share, down 13% from a year earlier.
Revenues were $7.6 billion versus $7.7 billion a year earlier; homes closed rose 1% to 19,486 and net sales orders rose 11% to 24,992.
Updated fiscal 2026 guidance: consolidated revenues of $33.5 billion to $34.5 billion and 86,000 to 87,500 homes closed; reiterated tax rate, operating cash flow, share repurchase and dividend guidance.
Quarterly dividend of $0.45 per share, payable May 14, 2026 to stockholders of record on May 7, 2026.
On April 20, 2026, Robert Half entered into amended and restated severance agreements with five named executive officers. The amendments remove severance benefits that applied when an executive voluntarily left after a change in control, which the company said aligns its arrangements with current best practices and market norms.
Agreements dated April 20, 2026 cover M. Keith Waddell, Michael C. Buckley, Paul F. Gentzkow, Joseph A. Tarantino and Harold M. Messmer.
Voluntary termination severance tied to a change in control is eliminated.
All other material terms of the severance agreements are unchanged, per the filing.
Mueller Industries reported first quarter 2026 results for the quarter ended March 28, 2026. Net sales rose to $1.19 billion from $1.00 billion, and diluted earnings per share rose to $2.16 from $1.39, which helps explain the higher profit for shareholders. Operating income includes a $41.4 million gain on the sale of its Sherwood Valve business.
Net sales $1.19 billion vs $1.00 billion; operating income $312.2 million vs $206.3 million.
Operating income includes a $41.4 million gain on the sale of the Sherwood Valve business.
Cash balance of $1.38 billion with no debt; $75.0 million used to repurchase 650,000 shares.
Quarterly dividend per share raised to $0.35 from $0.25; Bison Metals Technologies acquisition completed March 30, 2026.
At its April 20, 2026 annual meeting, Warrior Met Coal's stockholders approved the 2026 Equity Incentive Plan and re-elected all six director nominees. Stockholders also approved executive compensation on an advisory basis and ratified Ernst & Young LLP as auditor for 2026, so the filing reports routine governance outcomes rather than changes in results or control.
Proposal 2: 2026 Equity Incentive Plan approved with 43,771,418 votes for and 890,146 against
All six director nominees re-elected to serve until the 2027 annual meeting, including J. Brett Harvey and Stephen D. Williams
Advisory say-on-pay approved with 43,732,168 votes for and 928,162 against
Ernst & Young LLP ratified as independent auditor for the year ending December 31, 2026 with 47,633,209 votes for
OFG Bancorp reported first-quarter 2026 results for the quarter ended March 31, 2026, with diluted EPS of $1.26 and total core revenues of $185.8 million. Both figures are up from $1.00 and $178.3 million a year earlier but slightly below the fourth quarter of 2025, when diluted EPS was $1.27. The company also said it repurchased $44.5 million of common shares and raised its dividend by 17%.
Diluted EPS was $1.26, versus $1.27 in 4Q25 and $1.00 in 1Q25.
Total core revenues were $185.8 million, versus $185.4 million in 4Q25 and $178.3 million in 1Q25.
Non-interest expense was $94.7 million, down from $105.0 million in 4Q25.
The company repurchased $44.5 million of common shares and increased its dividend by 17% during the quarter.
Masco Corporation said Jai Shah, its Group President, Plumbing and Wellness, will end his service with the company on July 3, 2026. Under an agreement dated April 16, 2026, he will receive a $1,206,000 cash payment, prorated 2026 bonus and RSU cash equivalent, and a prorated share award under the 2024-2026 LTIP if performance goals are met, and he forfeits his remaining unvested retention RSUs.
Jai Shah, Group President, Plumbing and Wellness, will conclude service on July 3, 2026
Agreement dated April 16, 2026 provides a $1,206,000 cash payment
Payments include a prorated 2026 cash bonus and a prorated cash equivalent of an annual RSU award
Shah forfeits remaining unvested RSUs under the retention incentive agreement dated March 5, 2025
Commerce Bancshares reported first quarter 2026 earnings of $0.96 per diluted share and net income of $141.6 million, up from $0.93 per share and $131.6 million a year earlier. Results were down from the prior quarter's $1.01 per share, though net income rose from $140.7 million, and they include about $14 million of acquisition-related expense tied to the FineMark Holdings deal, which closed January 1, 2026.
Q1 2026 diluted EPS was $0.96, versus $0.93 in Q1 2025 and $1.01 in Q4 2025.
Net income attributable to the company was $141.6 million, versus $131.6 million in Q1 2025 and $140.7 million in Q4 2025.
The FineMark Holdings acquisition closed January 1, 2026, adding total assets of approximately $3.9 billion.
The company repurchased more than $84 million of common stock during the quarter; return on average assets was 1.62%.
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