1,134 material Form 8-K filings that 905 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).
Centene reported first quarter 2026 GAAP diluted EPS of $3.11, up from $2.63 a year earlier, and adjusted diluted EPS of $3.37, up from $2.90. The company raised its full-year 2026 adjusted diluted EPS guidance floor to greater than $3.40 and its premium and service revenue guidance by $1.0 billion to a range of $171.0 billion to $175.0 billion, which points to higher expected earnings for shareholders.
Q1 2026 premium and service revenues rose 5% to $44.7 billion, and the health benefits ratio improved to 87.3% from 87.5%.
2026 GAAP diluted EPS guidance floor updated to greater than $2.37; adjusted diluted EPS guidance floor updated to greater than $3.40.
Company reduced debt by $1.0 billion in Q1 2026 through repurchase of 2027 senior notes; total debt was $16.4 billion at March 31, 2026.
Q1 cash flow provided by operations was $4.4 billion; Marketplace membership fell to 3.58 million from 5.63 million a year earlier.
Polaris reported first quarter 2026 sales of $1,659 million, up 8% from a year earlier, and a net loss attributable to Polaris of $47 million, or $0.83 per diluted share, compared with a loss of $1.17 per share in the first quarter of 2025. The company reaffirmed its full-year 2026 adjusted sales guidance of $7.15 billion to $7.30 billion and adjusted EPS guidance of $1.60 to $1.70, while adjusted free cash flow was negative $342.5 million for the quarter.
Sales were $1,659 million, up 8%; North America sales rose 10% to $1,426 million, and International sales fell 5% to $233 million.
Reported diluted loss per share was $0.83 versus $1.17 a year earlier; adjusted diluted EPS was $0.13.
Gross profit margin was 20.2%, up 423 basis points; operating expenses rose 29% to $390 million.
Adjusted free cash flow was negative $342.5 million, compared with positive $54.9 million in the first quarter of 2025.
At its April 22, 2026 annual meeting, Littelfuse stockholders elected all eight director nominees to serve until the 2027 meeting, approved the advisory vote on executive pay, and ratified Deloitte & Touche LLP as auditor for fiscal 2026. The Board also approved new forms of equity award agreements that treat death or disability as qualifying retirement for vesting purposes.
The Board approved new RSU and performance share award agreements for executive officers on April 22, 2026, with death or disability counted as retirement for vesting.
Holly B. Paeper received the most support among directors at 22,950,832 for votes; Anthony Grillo received 1,656,928 against votes, the most of any nominee.
Advisory vote on named executive officer compensation: 21,230,481 for and 1,779,546 against.
Deloitte & Touche LLP was ratified as independent auditor for the fiscal year ending December 26, 2026, with 23,790,648 votes for.
Crane Company completed its previously announced CEO succession effective April 27, 2026. Alex Alcala, previously Executive Vice President and Chief Operating Officer, became President and Chief Executive Officer, and Max Mitchell moved to Executive Chairman while remaining on the Board. The filing covers leadership changes only and includes no financial results or guidance.
Alex Alcala became President and CEO effective April 27, 2026, succeeding Max Mitchell.
Max Mitchell continues as Executive Chairman and remains on the Board of Directors.
Alcala was also appointed to the Board and the Executive Committee, effective April 27, 2026.
Alcala has 13 years of experience at Crane, according to the press release (Exhibit 99.1).
Brown & Brown reported unaudited first-quarter 2026 results, with total revenues of $1.9 billion, up 35.4%, while Organic Revenue was flat. Diluted net income per share fell 7.8% to $1.06, but adjusted diluted EPS rose 7.8% to $1.39, and the company declared a quarterly dividend of $0.165 per share.
Total revenues $1.9 billion (up $497 million); Organic Revenue flat at 0.0%; Organic Revenue with Contingents up 2.2%
Net income attributable to the Company $426 million, up 28.7%; diluted EPS $1.06 vs. $1.15 a year earlier
Diluted EPS - Adjusted $1.39 vs. $1.29; EBITDAC - Adjusted $731 million, up 36.6%
Quarterly dividend $0.165 per share, payable May 20, 2026, to holders of record on May 11, 2026
Nucor reported first-quarter 2026 net earnings attributable to stockholders of $743 million, or $3.23 per diluted share, on net sales of $9.50 billion, compared with $378 million and $1.64 per share in the fourth quarter of 2025. The company expects higher consolidated earnings in the second quarter of 2026, with improved earnings across all three operating segments, and its board approved a new $4.00 billion share repurchase program.
Q1 2026 net earnings of $743 million ($3.23 per diluted share), up from $378 million ($1.64) in Q4 2025 and $156 million ($0.67) in Q1 2025
Net sales of $9.50 billion, up from $7.69 billion in Q4 2025 and $7.83 billion in Q1 2025; EBITDA of $1.51 billion
Second-quarter 2026 outlook calls for higher consolidated earnings, with improved earnings in steel mills, steel products and raw materials
About $3.97 billion remained under the $4.00 billion repurchase authorization as of April 4, 2026; quarterly dividend of $0.56 per share payable May 11, 2026
SLM Corporation, the parent of Sallie Mae, appointed its Chief Financial Officer Peter Graham and Chief Operational Officer Kerri Palmer as Co-Presidents, effective April 22, 2026, with both reporting to CEO Jon Witter. The company said the appointments follow the recent retirement of its Chief Commercial Officer and that the two will collectively oversee its commercial businesses.
Peter M. Graham is Co-President and Chief Financial Officer; he will also oversee strategic partnerships and emerging lines of business.
Kerri A. Palmer is Co-President and Head of Financial Services; she will lead the core private education loan business as well as credit and operations.
The Board made the appointments on April 22, 2026; the company announced them in a press release on April 27, 2026.
Biographical and compensation details are in the Definitive Proxy Statement filed April 27, 2026.
Kilroy Realty reported a first-quarter 2026 net loss available to common stockholders of $19.3 million, or $0.16 per diluted share, compared with net income of $39.0 million, or $0.33 per share, a year earlier. The loss reflects a $61.8 million impairment charge, while funds from operations (FFO) fell to $108.8 million, or $0.91 per diluted share, and the company raised its full-year 2026 FFO guidance to $3.49 to $3.63 per diluted share from $3.25 to $3.45.
Net loss available to common stockholders of $(19.3) million, or $(0.16) per diluted share, versus net income of $39.0 million, or $0.33, in Q1 2025; the quarter included a $61.8 million impairment of real estate assets
FFO of $108.8 million, or $0.91 per diluted share, versus $122.3 million, or $1.02, a year earlier; revenues were $270.1 million versus $270.8 million
Full-year 2026 FFO per diluted share guidance raised to $3.49 to $3.63 from $3.25 to $3.45
Signed approximately 568,000 square feet of leases in Q1; repaid $50.0 million of 4.300% senior notes in April 2026
Alexandria Real Estate Equities reported first-quarter 2026 results on April 27, 2026. Diluted net income attributable to common stockholders was $358.9 million, or $2.10 per share, compared with a loss of $11.6 million, or $0.07 per share, a year earlier. Diluted FFO per share, as adjusted, fell to $1.73 from $2.30, and net operating income on a cash basis declined 15.2% from the prior-year quarter.
Net income attributable to common stockholders, diluted: $358.9 million, or $2.10 per share, versus a loss of $11.6 million, or $0.07 per share, in 1Q25.
FFO attributable to common stockholders, diluted, as adjusted: $295.9 million, or $1.73 per share, versus $392.0 million, or $2.30 per share, in 1Q25.
Net operating income (cash basis) was $1.672 billion on an annualized basis, down 15.2% from 1Q25. Same property net operating income changes were down 11.9%.
In February 2026, the company recognized a $366.4 million gain on early extinguishment of debt tied to $1.33 billion of tender offers for senior notes.
CME's clearing unit, Chicago Mercantile Exchange Inc., amended its 364-day secured credit facility, effective April 22, 2026, as Amendment No. 11. The facility provides temporary liquidity for clearing-related disruptions and is eligible to be increased to $10 billion. The filing describes it as a routine backstop for the clearing house and does not report a financial result or a change in shareholder economics.
Amendment No. 11 to the 364-day multi-currency credit facility effective April 22, 2026
Facility is $7 billion revolving secured credit, eligible to be increased to $10 billion
Bank of America, N.A. is Administrative Agent; Citibank, N.A. is Collateral Agent and Collateral Monitoring Agent
CME must remain in compliance with a consolidated tangible net worth test
Crane Company reported first-quarter 2026 results on April 27, 2026, with net sales up 24.9% to $696.4 million, mostly from acquisitions. GAAP EPS from continuing operations fell 15% to $1.14, as acquisition transaction costs and amortization weighed on operating profit, while adjusted EPS rose 15% to $1.65. The company raised its full-year adjusted EPS outlook to $6.65-$6.85, which signals higher expected earnings for shareholders, though GAAP profit and free cash flow declined.
Net sales rose 24.9% to $696.4 million, including 18.3% from acquisitions and 3.8% core sales growth.
GAAP EPS from continuing operations was $1.14, down from $1.34; adjusted EPS was $1.65, up from $1.43.
Full-year adjusted EPS outlook raised to $6.65-$6.85 from $6.55-$6.75.
Free cash flow was negative $40.2 million; a $0.255 per share dividend is payable June 10, 2026 to holders of record May 29, 2026.
Ventas reported first-quarter 2026 results that improved year over year, with total revenue of $1.66 billion, up from $1.36 billion, and normalized FFO of $0.94 per share, up from $0.86. The company raised its full-year 2026 guidance for per share Attributable Net Income, Nareit FFO and Normalized FFO, and increased its 2026 senior housing investment target to $3 billion.
Q1 2026 Attributable Net Income was $0.11 per diluted share, up from $0.10 a year earlier; Normalized FFO was $0.94, up from $0.86
Full-year 2026 Normalized FFO guidance midpoint rose to $3.86 per share from $3.83; the range is now $3.82 to $3.89
2026 investment volume expectation increased to $3 billion from $2.5 billion; $1.7 billion of senior housing investments closed year to date through April 2026
Net Debt-to-Further Adjusted EBITDA was 5.0x at March 31, 2026, and liquidity was $5.5 billion
Matador Resources promoted Christopher P. Calvert to Executive Vice President and Chief Financial Officer and Glenn W. Stetson to Executive Vice President and Chief Operating Officer, both effective April 21, 2026. Robert T. Macalik ceased serving as Chief Financial Officer on April 21, 2026, and the company said his departure was not related to any financial or accounting issue or disagreement with the company.
Christopher P. Calvert, who joined in October 2014, becomes Executive Vice President and Chief Financial Officer, succeeding Robert T. Macalik.
Glenn W. Stetson, who joined in August 2014, becomes Executive Vice President and Chief Operating Officer, previously serving as Executive Vice President – Production.
The company stated Macalik's departure was not related to any financial or accounting issue or any disagreement with the company.
The announcement was made in a press release dated April 27, 2026, furnished as Exhibit 99.1.
Solaris Energy Infrastructure reported first quarter 2026 revenue of approximately $196 million, up 9% from the fourth quarter of 2025, and net income of $32 million, or $0.32 per diluted Class A share, compared with a net loss of $3.5 million in the prior quarter. The company raised its second quarter 2026 Adjusted EBITDA guidance to $83 million to $93 million and signed a third long-term power contract covering over 600 MW.
Q1 2026 revenue of approximately $196 million, up 9% sequentially; Adjusted EBITDA of approximately $84 million, up 22% sequentially
Net income of $32 million and $0.32 per diluted Class A share; adjusted pro forma EPS of $0.44
Q2 2026 Adjusted EBITDA guidance raised to $83 million to $93 million from $76 million to $84 million; Q3 2026 guidance set at $80 million to $95 million
Third long-term power contract signed April 24, 2026, for over 600 MW with a 10-year term; quarterly dividend of $0.12 per share payable June 12, 2026
COPT Defense Properties reported first-quarter 2026 results for the period ended March 31, 2026, in an earnings release furnished as Exhibit 99.1 to an 8-K filed April 27, 2026. Headline measures improved from a year earlier: total revenues were $200.6 million versus $187.9 million, and diluted EPS was $0.34 versus $0.31, with diluted FFO per share at $0.69 versus $0.65.
Total revenues were $200.6 million for the quarter, compared with $187.9 million for the quarter ended March 31, 2025.
Diluted EPS was $0.34, compared with $0.31 a year earlier; diluted FFO per share was $0.69, compared with $0.65.
Diluted AFFO available to common share and unit holders was $65.1 million, compared with $56.0 million a year earlier.
Total Same Property cash NOI rose 5.4% from the same period in the prior year, and total debt fell to $2.55 billion at March 31, 2026 from $2.77 billion at December 31, 2025.
Simpson Manufacturing reported first-quarter 2026 net sales of $588.0 million, up 9.1%, and diluted earnings per share of $2.13, up 15.1% from a year earlier, and reaffirmed its full-year 2026 outlook. CEO Mike Olosky said revenue growth is expected to moderate for the rest of 2026 because of the timing of 2025 price increases and lower volumes.
Net sales of $588.0 million rose 9.1%; income from operations of $114.6 million rose 12.0%.
Diluted EPS was $2.13 versus $1.85 in the first quarter of 2025.
2026 outlook reaffirmed: operating margin of 19.5% to 20.5%, including a projected $10.0 million to $12.0 million gain on sale of vacant land.
Repurchased $50.0 million of common stock in the quarter; about $100.0 million remains under the $150.0 million authorization through December 31, 2026.
Director Max Brodén told Trupanion on April 22, 2026 that he will not stand for re-election at the June 10, 2026 annual meeting, citing personal reasons. He will remain on the board until that meeting, and the filing says Aflac's strategic partnership with Trupanion is unaffected. The same day, Trupanion filed its 2025 Annual Report, which includes a shareholder letter, but the 8-K does not report any financial results.
Director Max Brodén will not stand for re-election; notice given April 22, 2026
Brodén's departure is for personal reasons, not a disagreement with Trupanion or the board
Annual Stockholders' Meeting set for 9 am Pacific Time on June 10, 2026
2025 Annual Report with shareholder letter filed April 27, 2026
Martin Marietta appointed Christopher W. Samborski, currently president of its West and Specialties Divisions, as Executive Vice President and Chief Operating Officer, effective May 1, 2026. The filing sets out his base salary of $775,000, a one-time restricted stock unit grant with a $5,000,000 grant date value, and enhanced severance terms, which are disclosed to shareholders as compensation for a senior executive role.
Appointment effective May 1, 2026; Samborski, age 45, joined the company in August 2018.
New base salary of $775,000, target annual incentive of 100% of base salary and target long-term incentive of 260% of base salary.
One-time restricted stock unit grant with a grant date value of $5,000,000, vesting on the sixth, seventh and eighth anniversaries of the grant date.
Kirk Light assumed leadership of the West and Specialties Divisions while keeping his role as President of the Southwest Division.
Bentley Systems entered a First Amendment to its existing credit agreement with PNC Bank, National Association, as administrative agent, providing for a new $550 million senior secured term loan. The loan matures October 18, 2029, can be repaid early without prepayment premiums, and carries quarterly amortization of 1.25% of principal starting June 30, 2027, which adds new debt obligations for shareholders to weigh.
New $550 million senior secured term loan under an amendment dated April 23, 2026
Term loan matures October 18, 2029, with a springing maturity 91 days before the company's convertible debt matures unless liquidity requirements are met
Quarterly amortization of 1.25% of initial principal begins June 30, 2027; no prepayment premiums apply
Booz Allen Hamilton's board appointed Troy Lahr, formerly CFO of Sierra Space, as Executive Vice President and Chief Financial Officer, effective May 4, 2026. COO Kristine Martin Anderson, who had been interim CFO, was named President effective May 1, 2026, and Shannon Fitzgerald and Richard Crowe also have new roles. The filing describes leadership changes but does not report financial results or a change in outlook.
Troy Lahr appointed EVP and CFO effective May 4, 2026; previously CFO at Sierra Space and CFO of Boeing's Defense, Space & Security business
Lahr's pay: $825,000 base salary, $825,000 target annual cash bonus, $2,000,000 target annual equity grant, $250,000 sign-on bonus and $3,000,000 new hire RSU grant
Kristine Martin Anderson named President effective May 1, 2026 and stops serving as interim CFO
Shannon Fitzgerald promoted to President of the Civil Sector and Richard Crowe becomes Chief Growth Officer, both effective May 1, 2026
Crown Holdings reported first-quarter 2026 net sales of $3,259 million, up from $2,887 million a year earlier, and adjusted diluted earnings per share of $1.86, up from $1.67. Reported diluted EPS fell to $1.56 from $1.65, and the company reaffirmed full-year 2026 adjusted diluted EPS guidance of $7.90 to $8.30, so shareholders see higher sales and adjusted earnings alongside lower GAAP earnings.
Net sales $3,259 million vs. $2,887 million; net income attributable to Crown Holdings $175 million vs. $193 million
Adjusted diluted EPS $1.86 vs. $1.67; reported diluted EPS $1.56 vs. $1.65
Full-year 2026 adjusted diluted EPS guidance of $7.90 to $8.30 reaffirmed; second-quarter adjusted diluted EPS expected at $2.10 to $2.20
Announced plans for a two-line beverage can plant in Northern India, expected to begin operations in the second half of 2027
Amkor reported first-quarter 2026 net sales of $1.68 billion, up 27% from a year earlier but down from $1.89 billion in the fourth quarter of 2025. Net income attributable to Amkor was $83 million, or $0.33 per diluted share, compared with $21 million, or $0.09, a year earlier. The company also gave second-quarter guidance for net sales of $1.75 billion to $1.85 billion and net income of $105 million to $130 million.
Net sales of $1.68 billion, up from $1.32 billion in Q1 2025 and down from $1.89 billion in Q4 2025
Net income attributable to Amkor of $83 million, or $0.33 per diluted share, versus $21 million, or $0.09, in Q1 2025
Q2 2026 guidance: net sales of $1.75 billion to $1.85 billion and $0.42 to $0.52 per diluted share
On April 23, 2026, the Board authorized repurchase of up to $300 million of common stock
Sun Communities reported a first-quarter 2026 net loss attributable to common shareholders of $8.7 million, or $0.07 per diluted share, narrowed from $42.8 million, or $0.34 per share, a year earlier. Core FFO per share was $1.40, up from $1.26, and the company raised its full-year 2026 Core FFO per share guidance by $0.04 to $6.87 to $7.07.
Q1 2026 total revenues were $507.9 million, up 8.0% from $470.2 million in Q1 2025.
North America Same Property NOI rose 6.3% for the quarter, while North America same property occupancy was 98.7%, unchanged from a year earlier.
Full-year 2026 North America Same Property NOI growth guidance was increased to 4.2% to 5.2%.
The company will hold an investor conference call at 11:00 a.m. ET on April 28, 2026.
NVIDIA appointed Scott Gawel, formerly Corporate VP and CAO at Intel, as VP and Chief Accounting Officer, effective May 4, 2026, when he begins employment. Current CAO Donald Robertson is retiring from that role effective the same date and will stay on as VP, Finance until July 1, 2026. For shareholders, this is a routine leadership transition in the company's principal accounting role, with the filing disclosing a $800,000 base salary and $12,875,000 in target RSU value for Gawel.
Scott Gawel, age 55, appointed VP and CAO on April 26, 2026, effective with his start date of May 4, 2026
Donald Robertson notified the company on April 24, 2026 of his retirement as VP and CAO, effective May 4, 2026
Gawel's annual base salary is $800,000, plus two new-hire RSU grants with a combined target value of $12,875,000 vesting over about four years
Robertson remains with NVIDIA as VP, Finance until July 1, 2026
Rambus reported first-quarter 2026 GAAP revenue of $180.2 million, up from $166.7 million a year earlier, led by product revenue of $88.0 million, up 15%. Royalties fell to $69.6 million from $74.0 million, and GAAP diluted earnings per share were $0.55 versus $0.56, while non-GAAP diluted earnings per share rose to $0.63 from $0.59. The company also gave second-quarter 2026 ranges for licensing billings, product revenue and contract revenue, but said full revenue guidance would be discussed on its conference call.
GAAP revenue $180.2 million vs. $166.7 million a year earlier; product revenue $88.0 million, up 15%; royalties $69.6 million vs. $74.0 million.
GAAP operating income $61.8 million vs. $63.1 million; GAAP diluted EPS $0.55 vs. $0.56; non-GAAP diluted EPS $0.63 vs. $0.59.
Cash from operating activities $83.2 million; cash and marketable securities $786.1 million at March 31, 2026.
Q2 2026 outlook: licensing billings $76 million to $82 million, product revenue $95 million to $101 million, contract and other revenue $19 million to $25 million.
Cincinnati Financial reported first-quarter 2026 net income of $274 million, or $1.75 per share, compared with a net loss of $90 million, or $0.57 per share, a year earlier. Non-GAAP operating income was $330 million, or $2.10 per share, versus an operating loss of $37 million, and the property casualty combined ratio improved to 95.6% from 113.3%, largely on lower catastrophe losses. Book value per share fell $0.75 from year-end to $101.60.
Net income of $274 million, or $1.75 per share, versus a net loss of $90 million, or $0.57 per share, in Q1 2025; the filing cites an $82 million after-tax decrease in the fair value of equity securities still held.
Non-GAAP operating income of $330 million, or $2.10 per share, versus an operating loss of $37 million, or $0.24 per share, a year earlier, including a $233 million favorable effect from lower after-tax catastrophe losses.
Property casualty combined ratio of 95.6%, improved from 113.3%; net written premiums grew 7%.
Book value per share was $101.60 at March 31, 2026, down $0.75 since year-end; the cash dividend declared was $0.94 per share, up from $0.87.
At its April 24, 2026 annual meeting, Abbott shareholders approved a new 2026 Incentive Stock Program, which replaces the 2017 program and authorizes up to 140,000,000 shares plus returned 2017 program shares. The board also added Kevin Conroy as a director and increased its size from twelve to thirteen seats, while all 12 nominees were re-elected by shareholders.
Kevin Conroy named to the Board of Directors on April 24, 2026; board size raised from 12 to 13 persons
Shareholders approved the 2026 Incentive Stock Program with 95.82 percent of votes cast in favor
Shareholders approved the advisory executive compensation vote with 90.35 percent in favor and ratified Ernst & Young LLP as auditors
Northwest Bancshares reported first quarter 2026 net income of $51 million, or $0.34 per diluted share, up $5 million from the prior quarter and up $7 million from a year earlier, when diluted EPS was also $0.34. The board also approved a share repurchase program of up to $50 million over 24 months and declared a $0.20 quarterly dividend.
Q1 2026 GAAP net income of $51 million, or $0.34 per diluted share; adjusted diluted EPS of $0.35 versus $0.33 in Q4 2025
Net interest margin of 3.70%, compared with 3.87% in Q1 2025
New share repurchase program of up to $50 million over 24 months, replacing the program approved December 13, 2012
Quarterly dividend of $0.20 per share, payable May 20, 2026 to shareholders of record May 7, 2026
At its 2026 Annual Meeting on April 24, 2026, Stanley Black & Decker shareholders approved the Amended and Restated 2024 Omnibus Award Plan, which authorizes 7,750,000 additional shares for issuance. Shareholders also elected all 11 director nominees, approved executive pay on an advisory basis, ratified Ernst & Young LLP as auditor for fiscal 2026, and rejected a shareholder proposal for an independent board chairman.
Shareholders approved the amended plan, which adds 7,750,000 shares, changes the fungible ratio to 2.71, adds a one-year minimum vesting period subject to exceptions, and extends the plan term
All 11 director nominees were elected, with For votes ranging from 122,427,913 to 124,827,603
Advisory say-on-pay proposal passed with 121,994,523 For and 3,322,929 Against
Independent chairman proposal failed, with 10,520,406 For and 114,479,597 Against
Brixmor reported first-quarter 2026 net income attributable to the company of $127.8 million, or $0.41 per diluted share, up from $69.7 million, or $0.23 per diluted share, a year earlier, on total revenues of $354.8 million versus $337.5 million. The company raised the low end of its 2026 Nareit FFO per diluted share outlook to $2.34-$2.37 from $2.33-$2.37 and raised same property NOI growth expectations to 4.75%-5.50% from 4.50%-5.50%.
Net income attributable to Brixmor was $0.41 per diluted share for the quarter ended March 31, 2026, versus $0.23 a year earlier, and included a $52.1 million gain on sale of real estate assets.
Nareit FFO was $179.6 million, or $0.58 per diluted share, versus $0.56 a year earlier; same property NOI rose 6.4%.
2026 Nareit FFO per diluted share outlook is $2.34-$2.37, up from $2.33-$2.37; same property NOI growth outlook is 4.75%-5.50%, up from 4.50%-5.50%.
The board declared a quarterly dividend of $0.3075 per share, payable July 15, 2026 to holders of record on July 2, 2026.
Domino's Pizza appointed Brian J. Pangburn as Vice President—Controller, effective April 21, 2026, making him the company's principal accounting officer. He succeeds Jessica L. Parrish, who had served as Vice President—Chief Accounting Officer and Treasurer and will remain a Vice President in a different finance leadership role.
Brian J. Pangburn, 41, appointed Vice President—Controller effective April 21, 2026
Pangburn has worked at Domino's since February 2008, most recently as Senior Director—Assistant Controller since June 2025
Jessica L. Parrish ceases to be principal accounting officer effective April 21, 2026 and stays with the company as a Vice President
Sanmina reported unaudited second-quarter fiscal 2026 revenue of $4.01 billion, up from $1.98 billion a year earlier, and GAAP diluted EPS of $1.70, up from $1.16. The board authorized a $600 million share repurchase program with no expiration date, and the company gave third-quarter revenue guidance of $3.2 billion to $3.5 billion.
Q2 revenue of $4.01 billion compared with $1.98 billion in the year-ago quarter; GAAP diluted EPS of $1.70 versus $1.16; non-GAAP diluted EPS of $3.16 versus $1.41
Q3 fiscal 2026 outlook: revenue of $3.2 billion to $3.5 billion and non-GAAP diluted EPS of $2.55 to $2.85
Fiscal 2026 outlook: revenue of $13.7 billion to $14.3 billion and non-GAAP diluted EPS of $10.75 to $11.35
Free cash flow of $342 million in Q2; the company bought back $160 million of stock in the quarter and exhausted its prior repurchase program as of March 28, 2026
Cadence reported first-quarter 2026 revenue of $1.474 billion, up from $1.242 billion a year earlier, and non-GAAP diluted earnings of $1.96 per share, up from $1.57. The company raised its full-year 2026 revenue outlook to $6.125 billion to $6.225 billion, from a prior range of $5.900 billion to $6.000 billion, and reported a record backlog of $8.0 billion.
Q1 2026 revenue of $1.474 billion vs. $1.242 billion in Q1 2025
Q1 2026 GAAP diluted EPS of $1.23 vs. $1.00; non-GAAP diluted EPS of $1.96 vs. $1.57
FY 2026 revenue outlook raised to $6.125 billion-$6.225 billion from $5.900 billion-$6.000 billion
Quarter-end backlog of $8.0 billion; about $200 million planned for share repurchases in Q2 2026
Xencor adopted an Executive Severance Policy on April 23, 2026, covering its named executive officers other than the CEO. The policy sets lump-sum and health coverage benefits on termination without cause or resignation for good reason, with larger benefits if the termination occurs during a change in control period.
Policy adopted April 23, 2026; filed as Exhibit 10.1.
Non-change-in-control severance: lump sum of 15 months of base salary plus up to 15 months of COBRA premiums, subject to a general release.
Change-in-control period (three months before to 12 months after a change in control): adds 15 months of target bonus, a prorated annual bonus, and accelerated vesting of outstanding equity awards.
NEOs must sign and return a participation agreement to be eligible.
Public Storage reported first-quarter 2026 net income of $2.71 per share, up 32.8% from $2.04 a year earlier, and Core FFO of $4.22 per share, up 2.4% from $4.12. The company reaffirmed its 2026 guidance, including Core FFO per share of $16.35 to $17.00, and said its pending all-stock acquisition of National Storage Affiliates Trust remains on track to close in the third quarter of 2026.
Net income per share was $2.71 for the quarter ended March 31, 2026, compared with $2.04 a year earlier.
Core FFO per share was $4.22, up $0.10 or 2.4% from $4.12.
2026 guidance was reaffirmed, with Core FFO per share of $16.35 to $17.00 and Same Store net operating income growth of (3.9)% to (0.5)%.
The National Storage Affiliates merger, valued at an enterprise value of approximately $10.5 billion, is expected to close in the third quarter of 2026 subject to NSA shareholder approval.
Tompkins Financial Corporation appointed Phillip M. Quintana as President of Tompkins Community Bank and Executive Vice President of the parent company, effective April 27, 2026. He succeeds John M. McKenna, who after 17 years of service is stepping away from the bank presidency due to personal health considerations. The change is a leadership transition at the bank subsidiary level.
Phillip M. Quintana appointed President of Tompkins Community Bank and Executive Vice President of Tompkins Financial Corporation
Quintana was named President-Elect of the bank on March 16, 2026
John M. McKenna, with 17 years of service, steps away as bank President effective April 27, 2026, citing personal health considerations
The 8-K was signed April 27, 2026 by Stephen S. Romaine, President and CEO
On April 27, 2026, Ligand Pharmaceuticals agreed to acquire XOMA Royalty Corporation for $39.00 per share in cash plus one contingent value right per share, for a total equity value of approximately $739 million. Ligand raised its 2026 revenue and adjusted EPS guidance at the same time. The deal requires XOMA Royalty stockholder approval and Hart-Scott-Rodino clearance and is expected to close in the third quarter of 2026.
Cash price of $39.00 per share; each CVR entitles holders to a portion of 75% of net proceeds from XOMA's litigation with Janssen Biotech over TREMFYA.
Ligand raised 2026 revenue guidance to $270 million to $310 million (from $245 million to $285 million) and adjusted EPS guidance to $8.50 to $9.50 (from $8.00 to $9.00).
XOMA Royalty must pay a $40,000,000 termination fee in specified circumstances; the merger outside date is January 26, 2027.
Entities affiliated with BVF Partners, holding about 21% of XOMA Royalty common stock, agreed to support the transaction.
ACM Research said preliminary unaudited first-quarter 2026 revenue is expected to be $225 million to $230 million, up 31% to 33% from a year earlier, with total shipments of $233 million to $238 million. The company reaffirmed its full-year 2026 revenue outlook of $1.08 billion to $1.175 billion, which implies 20% to 30% growth, so shareholders get a read on quarterly sales ahead of the full results.
Q1 2026 preliminary unaudited revenue: $225 million to $230 million, up 31% to 33% year over year
Q1 2026 preliminary total shipments: $233 million to $238 million, up 49% to 52% year over year
Full-year 2026 revenue outlook reaffirmed at $1.08 billion to $1.175 billion, up 20% to 30%
Full first-quarter results and outlook to be discussed on an earnings call on May 7, 2026, at 8 a.m. Eastern Time
BioMarin completed its all-cash acquisition of Amicus Therapeutics on April 27, 2026, at $14.50 per share, for a total equity value of approximately $4.8 billion. The company funded the deal with $2.0 billion and $800 million term loans under a new credit agreement, plus proceeds from previously issued 5.500% senior notes due 2034 and cash on hand, and it expects to provide updated FY 2026 guidance on May 4, 2026.
Amicus shareholders receive $14.50 per share in cash, and Amicus equity awards were cashed out or cancelled at the same price.
New credit agreement with Citibank, N.A. as administrative agent includes a $2.0 billion Term Loan B, an $800.0 million Term Loan A and a $600.0 million revolver, with the revolver undrawn at closing.
Term Loan B matures on the seventh anniversary of closing; Term Loan A and the revolver mature on the fifth anniversary.
BioMarin expects to provide updated FY 2026 guidance during its first quarter earnings call on May 4, 2026.
Avient CFO Jamie Beggs notified the company on April 22, 2026, that she will resign as Senior Vice President and Chief Financial Officer effective June 1, 2026, to pursue other professional opportunities, and the filing says the resignation was not due to any disagreement with the company. On April 24, 2026, the board appointed Giuseppe (Joe) Di Salvo, age 48, as CFO effective the same date, and he will also serve as principal accounting officer. The filing discloses his base salary of $560,000 and a one-time RSU grant valued at $220,000, which matters to shareholders as a change in the person leading finance.
Jamie A. Beggs notified the company on April 22, 2026, of her intent to resign as SVP and CFO and as an employee, effective June 1, 2026.
Giuseppe (Joe) Di Salvo, age 48, appointed SVP and CFO effective June 1, 2026, by board action on April 24, 2026.
Di Salvo's base salary is $560,000 per year, with a one-time RSU grant valued at $220,000 that vests in full after three years.
AIG's board appointed Eric Andersen as President and CEO, effective June 1, 2026, succeeding Peter Zaffino, who will become Executive Chair of the board. Andersen joined AIG in February 2026 as CEO-Elect and previously served as President of Aon plc from 2020 to 2025, which sets the timing of a planned leadership handover for shareholders.
Eric Andersen, age 61, becomes President, CEO and a board member effective June 1, 2026
Peter Zaffino, current Chairman and CEO, becomes Executive Chair on the same date
Andersen previously served as President of Aon plc from 2020 to 2025 and as Senior Advisor to Aon's CEO from 2025 to 2026
Further commentary is scheduled for the first quarter 2026 earnings call on May 1, 2026, at 8:30 a.m. ET
Verizon reported first-quarter 2026 results on April 27, 2026, with total operating revenue of $34.4 billion, up 2.9 percent, and diluted EPS of $1.20, up 4.3 percent. The company raised its 2026 Adjusted EPS guidance to $4.95 to $4.99, and net unsecured debt rose to $130.1 billion from $110.1 billion at the end of 2025, after the Frontier acquisition closed in January 2026.
Diluted EPS was $1.20, up 4.3 percent; Adjusted EPS was $1.28, up 7.6 percent year-over-year.
Consolidated net income was $5.1 billion, up 3.3 percent, and consolidated adjusted EBITDA was $13.4 billion, up 6.7 percent.
2026 Adjusted EPS guidance was raised to $4.95 to $4.99, or 5.0 to 6.0 percent growth.
Verizon reported 55,000 total postpaid phone net additions in the first quarter, its first positive first-quarter result since 2013.
Lakeland Financial Corporation reported record first-quarter 2026 net income of $26.5 million, up 32% from $20.1 million a year earlier, with diluted earnings per share of $1.04 compared with $0.78. Compared with the fourth quarter of 2025, net income fell 11% from $29.9 million, and the company raised its quarterly dividend to $0.52 per share.
Net income of $26.5 million for the three months ended March 31, 2026, up $6.4 million from $20.1 million a year earlier
Diluted EPS of $1.04, up from $0.78; down from $1.16 in the fourth quarter of 2025
Net interest margin of 3.49%, up 9 basis points from 3.40% a year earlier
Cash dividend of $0.52 per share, up 4% from $0.50; the company repurchased 336,853 shares for $19.2 million in the quarter
Noble reported first quarter 2026 total revenue of $786 million, down from $874 million a year earlier, and adjusted EBITDA of $277 million, down from $338 million. Net income of $121 million and diluted EPS of $0.75 were higher than a year earlier, helped by an $89.9 million gain on the sale of operating assets. Full-year 2026 revenue and adjusted EBITDA guidance was maintained, while capital expenditure guidance was raised by $25 million.
Total revenue was $786 million, compared with $874 million in Q1 2025 and $764 million in Q4 2025.
Net income was $121 million and diluted EPS was $0.75, versus $0.67 a year earlier; adjusted diluted EPS was $0.26, flat year over year.
Adjusted EBITDA was $277 million, compared with $338 million in Q1 2025.
2026 guidance: revenue of $2,800-$3,000 million and adjusted EBITDA of $940-$1,020 million maintained; capital expenditures raised to $615-$665 million from $590-$640 million.
Easterly Government Properties reported first-quarter 2026 results on April 27, 2026. Revenue rose to $91.5 million from $78.7 million, and Core FFO rose to $37.1 million ($0.77 per share) from $33.1 million ($0.73 per share), but net income fell to $1.4 million ($0.03 per share) from $3.3 million ($0.07 per share). The company raised the lower end of its full-year 2026 Core FFO per share guidance to a range of $3.06 to $3.12.
Q1 2026 total revenues $91.5 million vs. $78.7 million in Q1 2025; net income $1.4 million, or $0.03 per diluted share, vs. $3.3 million, or $0.07
Core FFO $37.1 million, or $0.77 per fully diluted share, vs. $33.1 million, or $0.73 a year earlier
2026 Core FFO per share guidance raised at the low end to $3.06 to $3.12; quarterly dividend of $0.45 per share payable May 21, 2026
January 16, 2026 acquisition of a 297,713 square foot Virginia campus leased primarily to the Commonwealth of Virginia
Organon agreed on April 26, 2026 to be acquired by Sun Pharma entities in an all-cash merger valued at an enterprise value of $11.75 billion. The $14.00 per share price represents a 103% premium to the closing share price on April 9, 2026, and the deal requires Organon stockholder approval and regulatory clearances.
Organon stockholders would receive $14.00 per share in cash, a 103% premium to the April 9, 2026 closing price
Enterprise value of the deal is $11.75 billion; Sun Pharma plans to fund it with available cash and committed bank financing
The transaction is expected to close in early 2027 and can be terminated if the merger is not completed by January 26, 2027
If completed, Organon shares would be delisted from the New York Stock Exchange
Domino's Pizza reported first quarter 2026 results for the period ended March 22, 2026. Total revenues rose 3.5% to $1,150.6 million and income from operations rose 9.6% to $230.4 million, but net income fell 6.6% to $139.8 million and diluted EPS fell 4.6% to $4.13, mainly due to a $30.0 million unfavorable change in unrealized gains and losses on its DPC Dash investment. On April 21, 2026, the Board approved an additional $1.0 billion share repurchase program, which shareholders may find relevant to per-share results going forward.
Total revenues were $1,150.6 million, up 3.5% from $1,112.1 million in the first quarter of 2025.
Diluted EPS was $4.13 versus $4.33, down 4.6%; net income was $139.8 million, down 6.6%.
Global retail sales grew 3.4% excluding foreign currency impact; U.S. same store sales rose 0.9% and international same store sales fell 0.4%.
On April 21, 2026, the Board approved an additional $1.0 billion buyback, bringing total authorization to $1.29 billion, and declared a $1.99 per share quarterly dividend payable June 30, 2026.
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