1,796 material Form 8-K filings that 1,448 companies we cover made with the SEC in May 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).
S&P Global Inc. announced the pricing of $2.0 billion in senior notes issued by Mobility Global Inc., a newly formed holding company for its Mobility division, ahead of a planned spin-off to shareholders. The offering is expected to close on May 29, 2026, and the net proceeds will be held in escrow until separation conditions are met, then used to make a cash payment to S&P Global.
Three tranches: $650 million 5.050% notes due 2029, $650 million 5.450% notes due 2031, and $700 million 6.050% notes due 2036
Offering expected to close May 29, 2026, subject to customary closing conditions
Mobility Global also entered into a $500 million senior unsecured revolving credit facility
Net proceeds to be deposited in escrow until separation conditions are satisfied
Dorian LPG reported fiscal fourth-quarter net income of $81.0 million, or $1.90 per diluted share, versus $8.1 million, or $0.19, a year earlier, on revenues of $153.3 million, up 102.0%. The company also declared a $1.00 per share irregular dividend totaling $42.8 million, payable on or about May 28, 2026, which the filing presents as reflecting confidence in long-term LPG demand.
Q4 fiscal 2026 net income $81.0 million ($1.90 per diluted share) vs. $8.1 million ($0.19) in Q4 fiscal 2025
Q4 revenues $153.3 million, up $77.4 million (102.0%); fleet time charter equivalent rate $63,615 per available day vs. $35,324
Fiscal year 2026 net income $193.7 million ($4.54 per share) vs. $90.2 million ($2.14) in fiscal 2025
Irregular dividend of $1.00 per share ($42.8 million), payable on or about May 28, 2026 to holders of record on May 18, 2026
On May 15, 2026, Hancock Whitney Corporation entered into a merger agreement to acquire OFB Bancshares, Inc., a Florida corporation whose banking subsidiary is One Florida Bank. OFB Bancshares shareholders would receive $29.273 per share in cash, and the transaction requires regulatory approvals and OFB Bancshares shareholder approval before closing. Because the deal is subject to conditions and approvals, its completion and terms remain uncertain for Hancock Whitney shareholders.
Cash consideration of $29.273 per OFB Bancshares common share, without interest.
Termination fee of $15 million payable by OFB Bancshares in certain circumstances tied to alternative business combination proposals.
Holders of about 23% of OFB Bancshares common stock agreed to vote in favor of the merger agreement.
Closing requires approval from the Federal Reserve, FDIC, Florida Office of Financial Regulation and Mississippi Department of Banking and Consumer Finance, plus OFB Bancshares shareholder approval.
Toll Brothers reported second-quarter fiscal 2026 results for the three months ended April 30, 2026, with net income of $260.6 million ($2.72 per diluted share), down from $352.4 million ($3.50) a year earlier. Home sales revenues fell to $2.51 billion from $2.71 billion as deliveries declined to 2,491 homes from 2,899. Management said it is raising full-year guidance across its key home building metrics based on year-to-date performance.
Net income $260.6 million, or $2.72 per diluted share, versus $352.4 million, or $3.50, a year earlier
Home sales revenues $2.51 billion on 2,491 deliveries, versus $2.71 billion on 2,899 deliveries
Adjusted home sales gross margin 26.2% versus 27.5%; SG&A at 10.3% of home sales revenues versus 9.5%
Full-year FY 2026 guidance includes 10,400 to 10,700 deliveries and an adjusted home sales gross margin of 26.10%
Roblox's Board of Directors authorized a share repurchase program of up to $3 billion of Class A common stock, announced May 19, 2026. The company intends to buy back up to $1 billion over the next twelve months, and the program is designed to partially offset dilution from employee equity grants.
Program authorizes up to $3 billion in Class A common stock repurchases, the company's first-ever buyback.
Company intends to repurchase up to $1 billion over the next twelve months.
Program has no fixed expiration date, may be suspended or discontinued at any time, and does not obligate Roblox to buy any shares.
Repurchases may be made through open market transactions, privately negotiated transactions, or Rule 10b5-1 plans.
A. O. Smith said it selected Carrie Anderson, most recently CFO of The Campbell's Company, as its Executive Vice President and Chief Financial Officer effective July 1, 2026. She succeeds Charles T. Lauber, who is retiring and will temporarily stay on after July 1 to ease the transition. A CFO change is a significant leadership event for shareholders, and the filing describes her pay package, including a $1,500,000 restricted stock unit award.
Carrie Anderson becomes EVP and CFO effective July 1, 2026, succeeding Charles T. Lauber, who is retiring
Anderson, age 57, was CFO of The Campbell's Company from January 2023 to October 2025 and of Integra LifeSciences from June 2019 to January 2023
Anderson's sign-on restricted stock units are valued at $1,500,000 and vest three years after the grant date
Lauber will temporarily continue his employment after July 1, 2026, until his retirement
CAVA reported fiscal first quarter 2026 results for the 16-week period ended April 19, 2026. Revenue rose 32.2% to $434.4 million and same restaurant sales rose 9.7%, but net income fell to $23.6 million from $25.7 million, and diluted EPS was $0.20 versus $0.22. The company raised its fiscal 2026 guidance for same restaurant sales and Adjusted EBITDA.
Revenue of $434.4 million, up 32.2% from $328.5 million a year earlier; same restaurant sales rose 9.7%, including 6.8% guest traffic growth.
Net income of $23.6 million versus $25.7 million; the filing cites a lower tax benefit from equity-based compensation and higher depreciation and amortization.
Adjusted EBITDA of $61.7 million, up 37.6%; the company opened 20 net new restaurants, bringing the total to 459.
Fiscal 2026 guidance raised: same restaurant sales to 4.5% to 6.5% (from 3.0% to 5.0%) and Adjusted EBITDA to $181.0 million to $191.0 million (from $176.0 million to $184.0 million).
Blackstone Digital Infrastructure Trust completed its initial public offering of 87,500,000 shares of common stock at $20.00 per share, net of underwriting discounts and offering expenses, on May 15, 2026. The company also entered a $1.0 billion senior secured revolving credit facility with Citibank, N.A., and amended its charter and bylaws, and it plans to invest the net proceeds primarily in newly constructed, income-generating, stabilized data center assets.
IPO of 87,500,000 shares at $20.00 per share (net of underwriting discounts and offering expenses) completed May 15, 2026
Underwriters exercised their 30-day option in full on May 15, 2026; the additional shares are expected to close May 20, 2026, bringing gross proceeds to $2.0 billion and outstanding shares to 100.6 million
$1.0 billion senior secured revolving credit facility with Citibank, N.A., as administrative agent, which can be increased to $4.0 billion, subject to conditions
Charter and Amended and Restated Bylaws took effect May 13, 2026
Keysight reported second-quarter fiscal 2026 revenue of $1.72 billion, up from $1.31 billion a year earlier, and GAAP diluted earnings per share of $2.02, up from $1.49. The company raised its fiscal 2026 expectations and gave third-quarter revenue guidance of $1.730 billion to $1.750 billion. The results include a $100 million tariff refund receivable tied to IEEPA tariff rulings, partly offset by a $40 million customer refund liability.
Revenue $1.72 billion vs. $1.31 billion a year earlier; GAAP diluted EPS $2.02 vs. $1.49
Non-GAAP diluted EPS $2.87 vs. $1.70 in the second quarter of 2025
Third-quarter fiscal 2026 revenue guidance of $1.730 billion to $1.750 billion; non-GAAP EPS guidance of $2.43 to $2.49
Second-quarter results include a $100 million IEEPA tariff refund receivable and a $40 million liability for refunds of tariff surcharges collected from customers
Amgen said Chief Financial Officer Peter Griffith will retire, with his CFO role ending August 31, 2026. Thomas Dittrich, former CFO of Galderma Group AG, will join as executive vice president on July 1, 2026 and become CFO on September 1, 2026, reporting to Chairman and CEO Robert A. Bradway. A change in the top finance role is significant for shareholders, and the filing lists Dittrich's pay and retention terms in Swiss francs.
Peter Griffith's CFO role ends August 31, 2026; he stays as a non-executive executive vice president from September 1, 2026 to January 31, 2027.
Thomas Dittrich, age 62, starts as executive vice president on July 1, 2026 and becomes CFO on September 1, 2026.
Dittrich's annual base salary is CHF 1,070,000, with a 100% target bonus opportunity.
Dittrich receives a one-time, two-year retention bonus of CHF 5,800,000, repayable pro rata if he leaves or is terminated for certain misconduct within two years.
Analog Devices agreed to buy Empower Semiconductor, a provider of integrated voltage regulators and power management solutions, in an all-cash deal valued at $1.5 billion. The transaction is expected to close in the second half of calendar 2026, subject to customary conditions and the expiration of the applicable Hart-Scott-Rodino antitrust waiting period.
Purchase price is $1.5 billion, paid in cash to Empower's stockholders
Expected closing in the second half of calendar year 2026, subject to customary conditions and HSR waiting period
Empower's silicon capacitors are already in production; its IVR programs are advancing with hyperscalers and AI silicon providers
Empower CEO Tim Phillips will continue leading IVR technology efforts at ADI after closing
Rogers Corporation's board appointed Ali El-Haj, its interim president and CEO since July 12, 2025, as permanent President, CEO and board member, effective immediately on May 19, 2026. The filing gives his offer letter terms, including a $750,000 base salary and a $5,000,000 long-term equity grant, which set the compensation for the permanent role.
Ali El-Haj has served as interim President and CEO since July 12, 2025, and is now appointed permanent President, CEO and director.
Offer letter provides a $750,000 annual base salary and a target annual incentive of 100% of base salary for 2026.
Long-term incentive grant valued at $5,000,000, including $3,200,000 in time-based restricted stock units and $1,800,000 in performance-based restricted stock units.
The Board stated the appointment follows an extensive executive search for chief executive candidates.
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.