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).
Heritage Financial reported first quarter 2026 net income of $18.9 million, or $0.48 per diluted share, compared with $22.2 million, or $0.65, in the fourth quarter of 2025 and $0.40 in the first quarter of 2025. The results reflect the January 31, 2026 acquisition of Olympic Bancorp, which lifted total assets to $8.50 billion and net interest margin to 3.96%, while noninterest expense also rose with Merger-related costs. The company also declared a regular quarterly cash dividend of $0.24 per share.
Net income of $18.9 million, or $0.48 per diluted share, versus $0.65 in Q4 2025 and $0.40 in Q1 2025.
Adjusted diluted EPS, excluding merger-related costs, was $0.59, compared with $0.66 in Q4 2025 and $0.49 in Q1 2025.
Net interest margin rose to 3.96% from 3.72% in Q4 2025; the efficiency ratio rose to 72.6% from 62.5%.
Quarterly dividend of $0.24 per share, payable May 20, 2026, to shareholders of record at the close of business May 6, 2026.
Rexford Industrial reported first-quarter 2026 net income of $87.9 million, or $0.38 per diluted share, up from $68.3 million, or $0.30, a year earlier. The gain was helped by $26.3 million of gains on property sales, while Company share of Core FFO per diluted share fell 1.6% to $0.61 and total portfolio NOI fell 4.2%. The company raised its full-year 2026 net income and Core FFO per share guidance.
Net income attributable to common stockholders was $87.9 million, or $0.38 per diluted share, versus $68.3 million, or $0.30, in Q1 2025; it included $26.3 million of gains on sale of real estate.
Company share of Core FFO per diluted share was $0.61, down 1.6%; total portfolio NOI was $185.4 million, down 4.2%.
2026 guidance: net income per diluted share raised to $1.22-$1.27 from $1.15-$1.20; Company share of Core FFO per diluted share raised to $2.37-$2.42 from $2.35-$2.40.
Laura Clark became Chief Executive Officer on April 1, 2026, and the Board authorized a new $500 million stock repurchase program after quarter end.
Customers Bancorp reported unaudited first-quarter 2026 net income available to common shareholders of $69.7 million, or $1.97 per diluted share, compared with $70.1 million, or $1.98 per diluted share, in the fourth quarter of 2025 and $9.5 million, or $0.29 per diluted share, in the first quarter of 2025. Net interest income fell sequentially but rose from a year earlier, and total deposits and loans grew, while the filing gives no forward earnings guidance.
Net income available to common shareholders was $69.7 million, or $1.97 per diluted share, versus $70.1 million, or $1.98, in Q4 2025 and $9.5 million, or $0.29, in Q1 2025.
Net interest income was $191.4 million, down $13.1 million from Q4 2025 but up $23.9 million from Q1 2025.
Total deposits rose 3.9% in the quarter to $21.6 billion, and loans and leases held for investment rose 3.7% to $17.4 billion from December 31, 2025.
Q1 2025 results included a $51.3 million impairment loss on debt securities, which affects the year-over-year comparison.
Eastern Bankshares reported net income of $65.3 million, or $0.29 per diluted share, for the quarter ended March 31, 2026, down from $99.5 million, or $0.46, in the prior quarter. Operating net income, which excludes items management considers non-core, was $88.6 million, or $0.40 per diluted share, and total revenue rose to $288.2 million from $283.5 million. The Board approved a 15% increase in the quarterly dividend to $0.15 per share, and the company repurchased $75.1 million of its stock during the quarter.
Net income was $65.3 million, or $0.29 per diluted share, versus $99.5 million, or $0.46, in the fourth quarter of 2025; operating net income was $88.6 million, or $0.40 per diluted share.
Net interest margin on a fully tax equivalent basis rose 2 basis points to 3.63%, and total revenue rose to $288.2 million from $283.5 million.
Quarterly cash dividend raised to $0.15 per share, a $0.02 increase, payable June 22, 2026 to shareholders of record as of June 5, 2026.
Repurchased 3.9 million shares for $75.1 million; 59% of the current authorization is complete, and the company expects to finish the program around mid-year.
Columbia Banking System reported first quarter 2026 net income of $192 million, or $0.66 per diluted share, down from $215 million, or $0.72, in the fourth quarter of 2025, but up from $87 million, or $0.41, a year earlier. Net interest income fell $33 million from the prior quarter, which included one-time benefits that did not repeat, and the company repurchased $200 million of common stock during the quarter.
Net income $192 million vs $215 million in 4Q25 and $87 million in 1Q25; diluted EPS $0.66 vs $0.72 and $0.41
Net interest income $594 million, down $33 million from the prior quarter; net interest margin 3.96%, down 10 basis points
Non-interest expense $394 million, down $18 million; provision for credit losses $28 million vs $23 million in 4Q25
Repurchased $200 million of common stock; quarterly dividend $0.37 per share; the company expects all Pacific Premier cost savings by June 30, 2026
Carlisle Companies reported first-quarter 2026 results with revenue down 4% year-over-year to $1.05 billion, as winter weather and softer construction demand reduced volumes. Diluted EPS from continuing operations was $3.10, down from $3.13, while adjusted EPS rose 1% to $3.63; the company reaffirmed its full-year 2026 outlook and its $1 billion share repurchase target.
Revenue was $1,052.1 million versus $1,095.8 million a year earlier, down 4%; income from continuing operations fell 9% to $127.7 million.
Diluted EPS was $3.10 versus $3.13; adjusted EPS was $3.63 versus $3.61, up 1%.
Adjusted EBITDA margin rose 50 basis points to 22.3%; the company repurchased $250 million of shares in the quarter.
Full-year 2026 outlook reaffirmed: low-single-digit revenue growth and about 50 basis points of adjusted EBITDA margin expansion.
The Bancorp reported first-quarter 2026 net income of $60.1 million, or $1.41 per diluted share, up from $1.19 a year earlier. Revenue fell, with net interest income at $88.8 million versus $91.7 million and non-interest income at $72.5 million versus $83.6 million, and the company kept its 2026 EPS guidance at $5.90 while setting a 2027 EPS range of $8.10 to $8.30.
Net income of $60.1 million and diluted EPS of $1.41 for 1Q 2026, versus $57.2 million and $1.19 for 1Q 2025.
Net interest income of $88.8 million versus $91.7 million a year earlier; net interest margin of 3.87% versus 4.07%.
Non-interest income of $72.5 million versus $83.6 million in 1Q 2025, with credit enhancement income at $28.8 million versus $45.9 million.
2026 EPS guidance maintained at $5.90; 2027 EPS expected in a range of $8.10 to $8.30; $200 million of share repurchases planned for 2026, or $50 million a quarter.
MaxLinear reported first-quarter 2026 net revenue of $137.2 million, up 43% from a year earlier and 1% from the prior quarter, and guided second-quarter revenue to $160 million to $170 million. GAAP net loss was $45.1 million, or $0.52 per diluted share, compared with a $0.17 loss in the prior quarter, while non-GAAP diluted earnings were $0.22 per share. The company also amended its revolving credit facility to extend maturity to March 2028 and add $30 million in commitments, bringing the total to $130 million, which was undrawn at closing.
Q1 2026 net revenue $137.2 million, up 43% year over year and up 1% sequentially
GAAP diluted loss per share $0.52 vs. $0.17 loss in Q4 2025; non-GAAP diluted EPS $0.22 vs. $0.19
Q2 2026 net revenue guidance of approximately $160 million to $170 million
Revolver maturity extended from June 23, 2026 to March 23, 2028; $30 million added, total $130 million, undrawn; margin raised to 2.25% for Term SOFR loans
Intel reported first-quarter 2026 revenue of $13.6 billion, up 7% from a year earlier, and non-GAAP EPS of $0.29, up from $0.13. GAAP results were far weaker, with a net loss attributable to Intel of $3.7 billion, driven by $4.07 billion in restructuring and other charges, mainly a goodwill impairment at its Mobileye unit. For second-quarter 2026, Intel forecasts revenue of $13.8 billion to $14.8 billion and non-GAAP EPS of $0.20.
Q1 2026 GAAP diluted EPS was $(0.73) versus $(0.19) a year earlier; non-GAAP diluted EPS was $0.29 versus $0.13.
Restructuring and other charges were $4.07 billion in Q1 2026 versus $156 million in Q1 2025, primarily Mobileye goodwill impairment.
Q2 2026 guidance: revenue of $13.8 billion to $14.8 billion; GAAP EPS of $0.08 and non-GAAP EPS of $0.20.
Intel generated $1.1 billion in cash from operations in the first quarter and held $17.2 billion in cash and cash equivalents at March 28, 2026.
Boyd Gaming reported first-quarter 2026 revenue of $997.4 million, up from $991.6 million a year earlier, and GAAP net income of $105.5 million, or $1.37 per share, up from $1.31. Adjusted EBITDAR fell to $317.4 million from $337.5 million, and adjusted earnings per share were $1.60 versus $1.62, so headline profit measures moved in different directions. The company also raised its quarterly dividend to $0.20 per share from $0.18 and said its board added $500 million to its share repurchase authorization.
Revenue: $997.4 million for Q1 2026, versus $991.6 million in Q1 2025
Net income: $105.5 million, or $1.37 per diluted share, versus $111.4 million, or $1.31, a year earlier
Adjusted EBITDAR: $317.4 million versus $337.5 million; adjusted EPS $1.60 versus $1.62
Board authorized an additional $500 million for share repurchases on April 8, 2026; quarterly dividend raised to $0.20 per share
SouthState Bank Corporation reported first-quarter 2026 net income of $225.8 million and diluted earnings per share of $2.28, both lower than in the fourth quarter of 2025 but well above the first quarter of 2025 on a reported basis. The company also declared a $0.60 quarterly dividend payable May 15, 2026, to shareholders of record on May 8, 2026.
Net income was $225.8 million, versus $247.7 million in Q4 2025 and $89.1 million in Q1 2025.
Diluted EPS was $2.28, versus $2.46 in Q4 2025 and $0.87 in Q1 2025; adjusted diluted EPS (non-GAAP) was $2.28, up from $2.15 a year earlier.
Net interest income was $562 million, down $20 million from the prior quarter and up $17 million from a year earlier; noninterest income was $100 million, down $6 million from the prior quarter.
The quarterly dividend is $0.60 per share, payable May 15, 2026; the company will hold its first-quarter call on April 24, 2026 at 9 a.m. ET.
SkyWest reported first quarter 2026 revenue of $1.0 billion, up 7% from a year earlier, and net income of $102 million, or $2.50 per diluted share, compared with $101 million, or $2.42, in Q1 2025. Operating income fell to $124 million from $139 million as operating expenses rose 10%, and the net income figure included a $12 million discrete tax benefit.
Revenue was $1.0 billion, up $65 million, or 7%, from $948 million in Q1 2025.
Operating expenses rose $80 million, or 10%, to $889 million; operating income was $124 million versus $139 million a year earlier.
Net income included a $12 million discrete income tax benefit, or $0.29 per diluted share.
SkyWest repurchased 783,000 shares for $75 million in Q1 2026, leaving $138 million of remaining authorization as of March 31, 2026.
Oak Valley Bancorp reported unaudited first-quarter 2026 net income of $5.3 million, or $0.64 per diluted share, in a press release dated April 22, 2026. That was flat with the same quarter a year earlier but down from $6.3 million, or $0.76 per diluted share, in the prior quarter, as operating expenses rose and net interest income fell. Shareholders get a flat year-over-year profit with a weaker sequential quarter, and the filing gives no guidance.
Net income $5.3 million ($0.64 diluted EPS) versus $6.3 million ($0.76) in Q4 2025 and $5.3 million ($0.64) in Q1 2025
Net interest income $18.8 million, down from $19.5 million in Q4 2025 and up from $17.8 million in Q1 2025
Non-interest expense rose to $13.5 million from $12.3 million in Q4 2025; efficiency ratio 62.99% versus 55.94%
Non-performing assets $4.6 million (0.23% of total assets), up from zero a year earlier after one collateral-dependent loan was placed on non-accrual in December 2025
Travelzoo reported first quarter 2026 revenue of $24.3 million, up 5% from $23.1 million a year earlier, while diluted earnings per share fell to $0.23 from $0.26. The company said it spent more to acquire Club Members, which lowered operating income to $3.4 million from $3.8 million, and it expects revenue growth to continue in the second quarter of 2026.
Revenue was $24.3 million, up 5% year-over-year; in constant currencies, revenue rose 2% to $23.6 million.
Diluted EPS was $0.23 versus $0.26 in Q1 2025; operating income was $3.4 million versus $3.8 million.
Non-GAAP operating profit was $3.5 million, excluding $35,000 of stock option expenses and $15,000 of severance expenses.
The company repurchased 500,000 shares during Q1 2026, and cash, cash equivalents and restricted cash were $11.3 million as of March 31, 2026.
Tootsie Roll Industries reported first quarter 2026 net sales of $149.5 million, up 2% from $146.5 million a year earlier, while net earnings fell to $17.7 million from $18.1 million. Earnings per share were $0.24 in both periods, and the company said higher cocoa and chocolate costs weighed on gross profit margins.
Net sales rose $3.0 million, or 2%, to $149.5 million in the quarter ended March 31, 2026.
Net earnings were $17.7 million versus $18.1 million; earnings per share held at $0.24 in both years.
The effective income tax rate was 25.1% compared with 21.6% a year earlier, reflecting non-deductible deferred compensation.
Management expects lower cocoa and chocolate costs to appear in late 2026 and into 2027.
Ladder Capital reported first-quarter 2026 results, with GAAP diluted EPS of $0.02 and net income attributable to Class A shareholders of $2.6 million, down from $0.13 and $15.9 million in the fourth quarter of 2025. Distributable earnings, a non-GAAP measure, rose to $28.0 million ($0.22 per share) from $21.4 million ($0.17 per share), and the board authorized a $100.0 million share repurchase, which the company said increases its remaining authorization from $77.2 million.
GAAP income before taxes was $3.2 million, versus $15.5 million in the prior quarter; total costs and expenses rose to $48.7 million from $35.0 million, led by compensation and employee benefits of $22.3 million, up from $10.9 million.
Distributable earnings were $28.0 million, or $0.22 per diluted share, compared with $21.4 million, or $0.17, in the fourth quarter, which included a $5.0 million charge-off of allowance for credit losses.
The company said it produced its highest quarterly loan origination volume in four years.
On April 21, 2026, the board authorized a $100.0 million repurchase of Class A common stock, raising the remaining authorization from $77.2 million.
Freeport-McMoRan reported first-quarter 2026 net income attributable to common stock of $881 million, or $0.61 per share, up from $352 million, or $0.24 per share, a year earlier. Revenue rose to $6.234 billion from $5.728 billion, but the company lowered its full-year 2026 sales estimates, citing a delayed ramp-up of the Grasberg Block Cave mine after the September 2025 mud rush incident, and said its production forecasts are now more variable.
Net income attributable to common stock was $881 million, $0.61 per share, versus $352 million, $0.24 per share, in first-quarter 2025; adjusted net income was $830 million, $0.57 per share.
The 2026 copper sales estimate is about 3.1 billion pounds, down from the January 2026 estimate of 3.4 billion pounds; the gold estimate is 650 thousand ounces, versus 0.8 million ounces in January.
Unit net cash costs for 2026 are expected to average $1.95 per pound of copper, with the company citing higher energy and consumables costs following the onset of Middle East military conflict in late February 2026.
First-quarter results include an after-tax net credit of $51 million, mainly from an insurance settlement tied to the September 2025 mud rush incident, with proceeds expected in second-quarter 2026; the company bought back 1.7 million share
Old Republic International reported first-quarter 2026 net income of $330.0 million, up from $245.0 million a year earlier, helped by $201.8 million of investment gains. Excluding investment gains, net operating income fell 15.4% to $170.5 million, and the combined ratio worsened to 96.6% from 93.7%, which matters to shareholders because the insurance operations earned less.
Net operating income per diluted share was $0.68, compared with $0.81 a year earlier.
Net investment gains were $201.8 million, compared with $55.0 million a year earlier.
Specialty Insurance combined ratio rose to 94.8% from 89.8%, with less favorable prior year reserve development.
Total capital returned to shareholders was $237.5 million, including $160.7 million in share repurchases.
United Bankshares reported first-quarter 2026 net income of $124.2 million, or $0.89 per diluted share, down from $128.8 million, or $0.91, in the fourth quarter of 2025 but up from $84.3 million, or $0.59, in the first quarter of 2025. Net interest income fell 2% from the prior quarter while noninterest income rose 10%, and the company repurchased about 1.7 million shares during the quarter at an average price of $39.92. The results were released in a press release furnished as Exhibit 99.1.
Net income $124.2 million and diluted EPS $0.89, versus $128.8 million and $0.91 in Q4 2025 and $84.3 million and $0.59 in Q1 2025
Net interest income $282.5 million, down $4.9 million (2%) from Q4 2025 and up $22.5 million (9%) from Q1 2025
Noninterest income $34.1 million, up $3.1 million (10%) from Q4 2025; noninterest expense $152.8 million
About 1.7 million shares repurchased in Q1 2026 at an average price of $39.92; cash dividend $0.38 per share
Comcast reported first-quarter 2026 results for the period ended March 31, 2026. Revenue rose 5.3% to $31.5 billion, but net income attributable to Comcast fell 35.6% to $2.2 billion and diluted earnings per share fell 32.6% to $0.60. The filing says the revenue gain included $2.2 billion of incremental revenue from the Milan Cortina Olympics and the Super Bowl, and the profit decline reflects higher costs in the Media segment.
Revenue was $31.5 billion, up from $29.9 billion a year earlier; pro forma revenue, which excludes the Versant separation, rose 10.9%.
Net income attributable to Comcast was $2.2 billion versus $3.4 billion; adjusted EPS was $0.79 versus $1.09.
Adjusted EBITDA fell 16.8% to $7.9 billion, with Media adjusted EBITDA a loss of $426 million.
Free cash flow was $3.9 billion, and the company returned $2.5 billion to shareholders: $1.2 billion in dividends and $1.3 billion in share repurchases.
Valley National Bancorp reported first quarter 2026 net income of $163.9 million, or $0.28 per diluted share. That was up from $106.1 million, or $0.18 per share, a year earlier but down from $195.4 million, or $0.33 per share, in the fourth quarter of 2025. Net interest margin was 3.17 percent, up 21 basis points from a year earlier, and the company repurchased 4.0 million shares during the quarter.
Net income $163.9 million, $0.28 per diluted share, versus $195.4 million, $0.33 in Q4 2025 and $106.1 million, $0.18 in Q1 2025
Adjusted net income (non-GAAP) $168.9 million, $0.29 per diluted share, versus $180.2 million, $0.31 in Q4 2025
Net interest margin 3.17 percent, unchanged from Q4 2025 and up 21 basis points from Q1 2025
Non-interest expense rose $10.5 million to $309.9 million from Q4 2025; provision for credit losses for loans was $21.2 million, versus $62.7 million in Q1 2025
Visteon reported first-quarter 2026 sales of $954 million, up 2% from $934 million a year earlier, while net income attributable to Visteon fell to $31 million from $67 million. The company reaffirmed its full-year 2026 guidance for sales, adjusted EBITDA and adjusted free cash flow, so shareholders see stronger revenue but lower profit with no change to the outlook.
Net sales were $954 million versus $934 million a year earlier, up 2%.
Diluted EPS was $1.14, down from $2.44; adjusted EBITDA was $104 million, down from $129 million.
Full-year 2026 guidance was reaffirmed: sales of $3.625 billion to $3.825 billion and adjusted EBITDA of $455 million to $495 million.
The company returned $40 million to shareholders in the quarter through $30 million of share repurchases and $10 million of dividends.
Keurig Dr Pepper reported first-quarter 2026 net sales of $4.0 billion, up 9.4%, but GAAP diluted EPS fell to $0.20 from $0.38 and adjusted diluted EPS fell 7.1% to $0.39. The company reaffirmed its 2026 guidance of $25.9 to $26.4 billion in net sales and low-double-digit constant currency adjusted EPS growth, and said it completed the JDE Peet's acquisition on April 1.
Net sales rose 9.4% to $4.0 billion; 8.1% on a constant currency basis
GAAP diluted EPS was $0.20 versus $0.38 a year earlier; adjusted diluted EPS was $0.39, down 7.1%
Adjusted operating income fell 1.9% to $838 million, citing inflationary pressures and higher SG&A
2026 guidance reaffirmed: net sales of $25.9 to $26.4 billion and low-double-digit constant currency adjusted EPS growth
Iridium reported first quarter 2026 total revenue of $219.1 million, up 2% from a year earlier, with service revenue up 2% to $158.0 million. Net income fell to $21.6 million, or $0.20 per diluted share, from $30.4 million, or $0.27, and operational EBITDA declined 5% to $116.3 million, partly due to a change to pay annual incentive compensation entirely in cash. The company reiterated its full-year 2026 outlook, which includes expected OEBITDA of $480 million to $490 million.
Total revenue was $219.1 million, up 2% from $214.9 million; service revenue was 72% of the total.
Net income was $21.6 million, or $0.20 per diluted share, versus $30.4 million, or $0.27, a year earlier.
Operational EBITDA was $116.3 million versus $122.1 million, a decline the company attributed to a $4.2 million increase in accrued incentive compensation expenses.
Full-year 2026 guidance was reiterated: service revenue flat to 2% growth and OEBITDA of $480 million to $490 million, including a $17 million impact from the incentive compensation change.
PENN Entertainment reported first-quarter 2026 revenue of $1.78 billion, up from $1.67 billion a year earlier, and Consolidated Adjusted EBITDA of $265.8 million, up from $173.3 million. The company posted a net loss of $2.8 million, or $(0.02) per diluted share, compared with net income of $111.5 million, or $0.68 per diluted share, a year earlier, when results included a $215.1 million gain on a financing arrangement. For shareholders, higher revenue and EBITDA are offset by a swing to a net loss, which the company ties partly to settlement, legal, and transaction costs.
Revenues of $1,779.1 million, up from $1,672.5 million; Interactive segment revenues of $358.3 million.
Net loss of $2.8 million and diluted loss of $(0.02) per share, versus net income of $111.5 million and $0.68 per diluted share in Q1 2025.
Adjusted EPS of $0.11, versus $(0.25) a year earlier; transaction costs and other added $0.10 per share.
On March 16, 2026, the company issued $600.0 million of 6.75% notes due 2031; on April 16, 2026, it amended its credit agreement to refinance its $1.0 billion revolving credit facility.
Huntington reported first-quarter 2026 GAAP net income of $523 million, or $0.25 per share, down from $0.30 in the prior quarter and $0.34 a year earlier, while net interest and noninterest income grew with the Cadence and Veritex acquisitions. Results include $263 million of pre-tax acquisition-related expenses, and adjusted EPS was $0.37. The Board also approved a $3 billion share repurchase authorization on April 22, 2026, replacing the prior $1 billion authorization.
GAAP EPS of $0.25 compares with $0.30 in the fourth quarter of 2025 and $0.34 in the first quarter of 2025.
Adjusted EPS of $0.37 excludes $263 million of pre-tax acquisition-related expenses, or $210 million after tax.
Net interest income rose $299 million, or 19%, and noninterest income rose 17% to $682 million, both from the prior quarter.
On April 22, 2026, the Board approved a $3 billion share repurchase authorization; the company repurchased $150 million of common shares in the first quarter.
Honeywell reported first-quarter 2026 sales of $9.1 billion, up 2%, and GAAP earnings per share of $1.29, down 35%, mainly due to debt restructuring and impairment charges. Adjusted EPS rose 11% to $2.45, and the company kept its full-year adjusted EPS outlook of $10.35 to $10.65 while lowering its operating cash flow outlook to $4.4 billion to $4.7 billion. It also agreed to sell its Warehouse and Workflow Solutions business to American Industrial Partners and set the Honeywell Aerospace spin-off for June 29, 2026.
Q1 2026 sales were $9.1 billion, up 2% from $8.9 billion a year earlier; orders rose 7% and backlog reached $38.3 billion.
GAAP EPS was $1.29 versus $1.97 a year earlier; adjusted EPS was $2.45, up 11% from $2.21.
Full-year 2026 operating cash flow outlook was lowered to $4.4 billion to $4.7 billion from $4.7 billion to $5.0 billion; sales and adjusted EPS guidance were unchanged.
Warehouse and Workflow Solutions sale to American Industrial Partners is expected to close in the second half of 2026; the Aerospace spin-off is expected June 29, 2026.
Texas Capital Bancshares reported first quarter 2026 net income available to common stockholders of $69.5 million, or $1.56 per diluted share, up from $42.7 million a year earlier but down from $96.3 million in the fourth quarter of 2025. The company also initiated its first quarterly common stock dividend of $0.20 per share, while shareholders did not approve a proposal to move the company from Delaware to Texas.
Q1 2026 net income available to common stockholders was $69.5 million ($1.56 per diluted share), versus $96.3 million ($2.12) in Q4 2025 and $42.7 million ($0.92) in Q1 2025.
Quarterly common stock dividend of $0.20 per share initiated, payable June 15, 2026, to holders of record on June 1, 2026.
Provision for credit losses was $16.0 million; non-accrual loans held for investment rose to $144.9 million from $116.9 million at December 31, 2025.
At the April 21, 2026 annual meeting, the Delaware-to-Texas redomestication and the stockholder proposal threshold increase were not approved; John Cummings was named Chief Operating Officer effective April 16, 2026.
CVB Financial reported first-quarter 2026 net earnings of $51.0 million, or $0.38 per diluted share, compared with $55.0 million, or $0.40 per share, in the fourth quarter of 2025 and $51.1 million, or $0.36 per share, a year earlier. Net interest income rose 6.7% from a year earlier but fell 3.93% from the prior quarter, and the company completed its acquisition of Heritage Commerce Corp on April 17, 2026.
Q1 2026 net earnings $51.0 million, down from $55.0 million in Q4 2025 and roughly flat with $51.1 million in Q1 2025
Diluted EPS $0.38, compared with $0.40 in Q4 2025 and $0.36 in Q1 2025
Net interest income $117.8 million, up $7.4 million (6.70%) year over year and down $4.8 million (3.93%) from Q4 2025
Heritage Commerce Corp acquisition completed April 17, 2026; its results will be reported in the second quarter 2026
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.