1,181 material Form 8-K filings that 963 companies we cover made with the SEC in July 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).
SBA Communications agreed on July 14, 2026 to sell $3.5 billion of senior notes in a registered public offering through four underwriters. The company plans to use the net proceeds to repay in full its senior secured term loan and its outstanding revolving credit facility borrowings. The filing does not state the effect on earnings or leverage.
Notes: $1.35 billion of 4.875% due 2030, $1.35 billion of 5.150% due 2031, and $800 million of 5.450% due 2033
Underwriting agreement dated July 14, 2026, with Morgan Stanley, Barclays, Wells Fargo Securities and Goldman Sachs as representatives
Proceeds to repay the term loan maturing January 25, 2031 and revolver borrowings maturing January 25, 2029
Lamb Weston amended its 2026 Inducement Stock Plan on July 13, 2026, reducing the number of common shares authorized for issuance under the plan from 2,000,000 to 1,538,000. The plan is used to grant equity to new hires and returning employees, so the change limits the shares available for those grants.
Amendment adopted July 13, 2026 by the Compensation and Human Capital Committee
Authorized shares reduced from 2,000,000 to 1,538,000
Plan covers individuals not previously employed by the company or returning after a bona fide period of non-employment
Matson preliminarily estimated second-quarter 2026 operating income of $153.0 million to $160.0 million, net income of $124.8 million to $130.3 million, and diluted EPS of $4.12 to $4.30, all up year over year. The company attributed the increase mainly to higher contribution from its China service, and it also repurchased about 0.3 million shares for $67.8 million during the quarter.
Expected 2Q26 operating income of $153.0 to $160.0 million, versus $113.0 million in the prior-year quarter
Expected 2Q26 net income of $124.8 to $130.3 million and diluted EPS of $4.12 to $4.30, versus $94.7 million and $2.92
Repurchased about 0.3 million shares for $67.8 million in 2Q26; about 3.4 million shares remain under the program as of June 30, 2026
Second-quarter earnings call scheduled for August 3, 2026 at 4:30 p.m. ET
Home BancShares reported second quarter 2026 results that include its completed acquisition of Mountain Commerce Bancorp. Net income was $119.3 million and total revenue reached a company-record $295.1 million, up 10.6% from the first quarter. GAAP diluted EPS was $0.59, down from $0.60 in the prior quarter, while adjusted EPS was $0.64 after $12.7 million of merger-related expenses.
Net income of $119.3 million versus $118.2 million in Q1 2026 and $118.4 million in Q2 2025
Adjusted net income of $128.1 million, a company record, excluding merger expenses and certain other items
Total revenue (net) of $295.1 million, up 10.6% from $266.7 million; GAAP diluted EPS of $0.59 versus $0.60 in Q1 2026
Quarter-end total deposits of $19.11 billion, up from $17.74 billion at March 31, 2026, including the Mountain Commerce acquisition
The Hanover Insurance Group said CEO John C. Roche will retire as president, CEO and board member effective December 31, 2026. Chief Operating Officer Richard W. Lavey has been named CEO-elect and is expected to succeed Roche as CEO at that time, with a board seat from January 1, 2027. The filing reports no financial results, but it changes the company's top executive role.
John C. Roche, 62, retires as president, CEO and board member effective December 31, 2026, and stays as an advisor through January 8, 2027.
Richard W. Lavey, 59, has been Executive Vice President and Chief Operating Officer since March 2025 and is named CEO-elect.
The Board intends to elect Lavey to the Board effective January 1, 2027.
The company's earnings call is scheduled for July 29, 2026, and its investor day for September 17, 2026.
Deere Funding Canada Corporation, an indirect wholly owned subsidiary, agreed on July 10, 2026 to sell $300 million of 4.850% notes due July 15, 2031, fully and unconditionally guaranteed by Deere & Company on a senior unsecured basis. The filing is a routine debt issuance under an existing 2020 indenture and registration statement, and it does not report any change to Deere's financial results or guidance.
Issuer agreed to sell $300,000,000 aggregate principal amount of 4.850% Notes due July 15, 2031, on July 10, 2026
Interest payable January 15 and July 15 each year, beginning January 15, 2027
Notes rank equally with Deere's other senior unsecured debt; underwriters include Barclays Capital, Deutsche Bank Securities and RBC Capital Markets
Issued under an indenture dated June 15, 2020 with The Bank of New York Mellon; final prospectus supplement filed July 13, 2026
American Airlines Group elected John W. Dietrich to its Board of Directors on July 15, 2026, and he will serve on the Audit and Finance Committees. Dietrich most recently was Executive Vice President and CFO of FedEx from 2023 to 2026, and previously spent more than two decades at Atlas Air Worldwide. The filing describes a board addition with finance and governance experience, and it reports no financial results or changes to company guidance.
Dietrich was elected to the board on July 15, 2026, and will serve on the Audit Committee and Finance Committee.
He was Executive Vice President and CFO of FedEx Corporation from 2023 to 2026.
He spent more than two decades at Atlas Air Worldwide, including as President and CEO.
He will receive director compensation on the same basis as other non-employee directors.
J.B. Hunt Transport Services reported second quarter 2026 net earnings of $181.0 million, or $1.91 per diluted share, versus $128.6 million, or $1.31 per share, a year earlier. Total operating revenue rose 19% to $3.50 billion, and operating income rose 32% to $259.5 million, though fuel surcharge revenue accounted for part of the revenue gain. For shareholders, the quarter shows higher earnings per share, and the company bought back about 392,000 shares for about $98 million in the quarter.
Net earnings $181.0 million vs. $128.6 million; diluted EPS $1.91 vs. $1.31 (up 45%)
Revenue $3.50 billion, up 19%; excluding fuel surcharge revenue, up 11%
Intermodal operating income $150.9 million, up 58%; Truckload posted a $1.3 million operating loss
Debt about $1.15 billion at June 30, 2026, vs. $1.72 billion a year earlier; 2026 tax rate expected at 24.0% to 24.5%
The Hartford Insurance Group named Randy Larsen, former CEO of AssuredPartners, as a director effective September 1, 2026, and placed him on the Finance, Investment and Risk Management Committee and the Nominating and Corporate Governance Committee. The change adds a director with insurance brokerage leadership experience and carries modest director pay, so it is a routine board addition rather than a change in company operations or financial results.
Randy Larsen's board service begins September 1, 2026, and he joins the Finance, Investment and Risk Management Committee and the Nominating and Corporate Governance Committee.
Larsen was CEO of AssuredPartners from 2023 until its acquisition by Gallagher in 2025, after 13 years with the firm.
For the remainder of the 2026-2027 board service year, he will receive a pro rata cash retainer of $82,700 and restricted stock units valued at $136,600.
The board determined that Larsen meets New York Stock Exchange independence requirements.
Prudential Financial disclosed preliminary second-quarter 2026 results before its August 4, 2026 earnings release, while its financial closing is not complete and actual results could differ materially. The company also reported that its annual actuarial assumption review will lead to one-time segment adjustments to adjusted operating income (AOI) in the quarter, with no material ongoing AOI impact expected.
PGIM assets under management were $1.49 trillion as of June 30, 2026, and PGIM other related revenues, net of related expenses, were approximately $60 million on an AOI basis for the quarter.
General Account alternative investment income for the quarter is estimated to be $20 million to $40 million below near-term expectations.
One-time AOI impacts: Retirement $(90) million; International Businesses $80 million; Group Insurance $30 million; Individual Life $30 million; U.S. Legacy Products $15 million, which sum to a net $65 million.
The earnings release and quarterly financial supplement are scheduled for August 4, 2026.
On July 12, 2026, First Hawaiian, Inc. signed a merger agreement with TriCo Bancshares, under which TriCo will merge into a First Hawaiian subsidiary and then into First Hawaiian, followed by a bank merger of Tri Counties Bank into First Hawaiian Bank. TriCo shareholders will receive 2.095 First Hawaiian shares for each TriCo share, so the deal would dilute existing First Hawaiian shareholders and depends on shareholder, regulatory and registration approvals.
Exchange ratio: each TriCo common share converts into 2.095 First Hawaiian common shares, with cash paid in lieu of fractional shares
Termination fee of $80 million payable by either party in certain circumstances
Four TriCo directors will join the First Hawaiian board at the effective time
Closing requires stockholder and shareholder approvals, Federal Reserve, FDIC and state regulatory approvals, and effectiveness of a Form S-4 registration statement
Celsius Holdings amended its credit agreement on July 15, 2026, cutting the interest rate on its term loan by 0.25%, with a possible further 0.25% cut tied to achieving certain credit ratings. The company used a new $694.75 million term loan to fully repay the $700 million existing term loan, with no prepayment penalties, which lowers borrowing costs for shareholders.
Second Amendment reduces the Term Loan Facility interest rate by 0.25%, with a potential additional 0.25% cut if certain public corporate or corporate family ratings are achieved on an ongoing basis
New term loan of $694.75 million repaid the entire $700 million Existing Term Loan on July 15, 2026
No prepayment penalties were incurred; Revolving Facility interest rate is unchanged
RLI Corp.'s Board appointed James H. Bradshaw as a director effective July 15, 2026, and named him to the Audit and Finance & Risk Committees. The Board determined he is independent under New York Stock Exchange rules, and he will stand for election at the next annual shareholders' meeting. The filing describes this as a board addition and reports no financial results.
James H. Bradshaw appointed to the Board effective July 15, 2026
Board determined Mr. Bradshaw is independent under NYSE rules
Appointed to the Audit and Finance & Risk Committees; term expires at the May 2027 shareholders' meeting
Bradshaw is Chairman of Gallagher Re North America, a role he assumed in 2024
Martin Marietta entered a $1.5 billion three-year senior unsecured term loan on July 15, 2026, and amended its $800 million revolving credit facility on July 10, 2026. Both are tied to its previously announced acquisition of Lhoist North America, with the term loan's proceeds usable to pay part of the cash consideration. The filing sets a maximum leverage ratio that steps down after the deal closes, which shows the debt load the company will carry.
Term Facility: $1,500,000,000 three-year senior unsecured term loan with JPMorgan Chase Bank, N.A. as administrative agent, available subject to the Lhoist North America acquisition closing
Revolving facility amendment dated July 10, 2026 sets maximum leverage ratio of 4.75:1.00 for the first three fiscal quarters after closing, 4.25:1.00 for the next three, and 3.75:1.00 thereafter
Commitment fee on undrawn term loan commitments begins October 25, 2026
Prestige Brands, a wholly owned subsidiary of Prestige Consumer Healthcare, issued $400.0 million of 6.250% senior notes due July 15, 2034, under an indenture dated July 15, 2026. The notes are unsecured and guaranteed by the parent company, adding $400 million of long-term debt that shareholders will carry alongside existing obligations.
Principal amount: $400.0 million of 6.250% senior notes due July 15, 2034
Interest payable January 15 and July 15 each year, starting January 15, 2027
Parent company and certain domestic subsidiaries guarantee the notes on an unsecured senior basis
Change of Control triggers an offer to repurchase at 101% of principal; notes may be redeemed from July 15, 2029
United Airlines Holdings reported second-quarter 2026 results, with total operating revenue of $17.7 billion, up 16.0% from a year earlier, and diluted earnings per share of $2.46 (adjusted $1.99). It raised its full-year 2026 adjusted diluted EPS guidance to $9.00-$11.00, but expects nearly $6 billion in added fuel expense for the year versus its January expectation, which is the main cost pressure for shareholders.
Q2 2026 total operating revenue $17.7 billion, up 16.0%; net income $805 million; pre-tax earnings $1.0 billion
Full-year 2026 adjusted diluted EPS guidance raised to $9.00-$11.00
Q2 aircraft fuel expense rose $2.3 billion, or 84%; company expects to recover 80%-90% of the increase in Q3 and 100% by Q4
Ending available liquidity of $19.6 billion; total debt and lease obligations of $26.5 billion at quarter end
American Express reported June 2026 credit statistics for its U.S. Consumer and U.S. Small Business Card balances held for investment. Write-off and delinquency rates improved in June, but the company said a sale of previously written-off balances to a third party reduced the June write-off rates.
U.S. Consumer net write-off rate (principal only) was 1.4% in June 2026, versus 2.0% in May and 2.1% in April.
U.S. Small Business net write-off rate was 2.3% in June 2026, versus 2.6% in May and 2.4% in April.
The June sale reduced the net write-off rates by about 0.3% for U.S. Consumer and 0.1% for U.S. Small Business.
Total held-for-investment Card balances were $159.7 billion at June 30, 2026, down from $160.5 billion at May 31, 2026.
Winmark reported second-quarter net income of $10.4 million, or $2.81 per diluted share, for the quarter ended June 27, 2026, compared with $10.6 million, or $2.89 per diluted share, a year earlier. Total revenue rose to $22.0 million from $20.4 million, while selling, general and administrative expenses increased to $7.5 million from $6.6 million. The Board also approved a quarterly dividend of $1.02 per share, payable September 1, 2026.
Q2 total revenue was $21,966,000 versus $20,416,800 a year earlier; royalties were $20,117,000 versus $18,662,100.
Q2 diluted EPS was $2.81 versus $2.89; six-month diluted EPS was $5.31 versus $5.60.
Prior-year six-month results included $2.2 million of leasing income from the settlement of customer litigation.
Quarterly dividend of $1.02 per share: record date August 12, 2026; payment date September 1, 2026.
Progressive reported June 2026 results in a news release filed with the SEC. June net income fell to $779 million from $1,124 million a year earlier, and earnings per share fell to $1.34 from $1.91, while net premiums written rose 3% to $6,772 million. The combined ratio rose to 90.0 from 86.6, so underwriting profitability weakened in the month even as premium volume grew.
June net income was $779 million, down 31% from $1,124 million a year earlier.
June earnings per share were $1.34, compared with $1.91 a year earlier.
June net premiums written were $6,772 million, up 3%; the combined ratio was 90.0 versus 86.6.
Year-to-date net income was $6,129 million, up from $5,742 million for the same period in 2025.
Cintas reported fiscal 2026 fourth-quarter results for the quarter ended May 31, 2026, with revenue up 8.9%, diluted EPS up 15.6% to $1.26, and adjusted diluted EPS up 18.3% to $1.29. For fiscal 2027 it guided to revenue of $12.10 billion to $12.25 billion and adjusted diluted EPS of $5.36 to $5.50, excluding the proposed UniFirst acquisition.
Q4 fiscal 2026 revenue was $2.91 billion, up 8.9%; organic revenue growth was 8.4%
Q4 gross margin was 51.0% of revenue, equal to the all-time high; diluted EPS was $1.26 and adjusted diluted EPS was $1.29
Fiscal 2027 guidance: revenue of $12.10 billion to $12.25 billion and adjusted diluted EPS of $5.36 to $5.50, excluding UniFirst deal impacts
UniFirst acquisition: shareholders approved on June 11, 2026, and the FTC issued a second request; Cintas still expects closing in the second half of calendar 2026
Morgan Stanley reported second-quarter 2026 net revenues of $21.3 billion, up from $16.8 billion a year earlier, and diluted EPS of $3.46 versus $2.13. The board also reauthorized a share repurchase program of up to $20 billion and raised the quarterly dividend by 15 cents to $1.15 per share, which matters to shareholders because it signals both higher earnings and expanded capital return.
Net income applicable to Morgan Stanley was $5.6 billion, or $3.46 per diluted share, versus $3.5 billion, or $2.13, a year ago.
The board reauthorized a multi-year common stock repurchase program of up to $20 billion, starting in the third quarter of 2026, with no set expiration date.
The quarterly dividend was raised to $1.15 per share, payable August 14, 2026, to shareholders of record on July 31, 2026.
Johnson & Johnson reported second-quarter 2026 reported sales of $25.3 billion, up 6.6%, and adjusted EPS of $2.90, up 4.7%, while GAAP diluted EPS was $2.27, down 0.9%. The company raised its 2026 adjusted EPS guidance by $0.13 to a midpoint of $11.68, which signals stronger expected profit for shareholders this year.
Q2 2026 reported sales were $25.3 billion, up 6.6% from $23.7 billion a year earlier.
GAAP diluted EPS was $2.27 versus $2.29 in Q2 2025; net earnings were $5.5 billion, down 0.1%.
Adjusted diluted EPS was $2.90 versus $2.77, up 4.7%.
2026 adjusted EPS guidance midpoint rose to $11.68, up $0.13, with estimated reported sales midpoint of $101.1 billion.
Conagra reported a fourth-quarter fiscal 2026 net loss of $1.6 billion, or $3.37 per diluted share, driven by $2.0 billion of non-cash goodwill and brand impairment charges, while adjusted EPS was $0.47. The board approved a quarterly dividend of $0.175 per share, an annualized rate of $0.70, and the company gave fiscal 2027 adjusted EPS guidance of $1.40 to $1.50, with new CEO John Brase citing margin restoration as a priority.
Q4 reported net sales rose 3.6% to $2.9 billion, but organic net sales were approximately flat
Full-year fiscal 2026 diluted loss was $4.00 per share; adjusted EPS was $1.72
Fiscal 2027 guidance: organic net sales down 3% to 1%, adjusted operating margin 10.0% to 10.5%, adjusted EPS $1.40 to $1.50
Quarterly dividend of $0.175 per share, payable September 2, 2026, to holders of record July 30, 2026
Pediatrix Medical Group said in a July 15, 2026 update on its second quarter that its payor mix stayed stable and in line with recent trends and internal expectations, and it has not seen material changes in other net revenue trends. The company reaffirmed its full year 2026 Adjusted EBITDA outlook of $280 million to $300 million, and it did not report second quarter financial results in this filing. Full results are due in a release on August 4, 2026.
Full year 2026 Adjusted EBITDA outlook reaffirmed at $280 million to $300 million
Second quarter payor mix stable and unchanged relative to recent historical trends and internal expectations
Company says it has not experienced the unfavorable payor mix shifts reported elsewhere in the healthcare sector
Investor conference call and detailed results release scheduled for August 4, 2026, at 9:00 a.m. ET
PNC reported second quarter 2026 net income of $2.1 billion, or $4.81 per diluted share, and $4.85 per share as adjusted for FirstBank integration costs and other significant items. Total revenue rose to $6.9 billion, up 12% from the first quarter and 21% from a year earlier, and the board raised the quarterly dividend 18% to $2.00 per share, which matters to shareholders because it increases the cash return on each share.
Net income of $2.1 billion and diluted EPS of $4.81, compared with $4.13 in the first quarter of 2026 and $3.85 in the second quarter of 2025
Total revenue of $6.9 billion, up $710 million from the first quarter and $1.2 billion from the second quarter of 2025
Quarterly dividend raised to $2.00 per share from $1.70, payable August 5, 2026 to holders of record on July 20, 2026
Visa exchange gain of $448 million was largely offset by a $140 million PNC Foundation contribution and a $139 million securities loss
BlackRock reported second quarter 2026 results, with diluted EPS of $12.19, up 20% from $10.19 a year earlier, and $13.91 as adjusted, up 15%. Revenue rose 31% to $7.08 billion and operating income rose 42% to $2.46 billion, and the company raised its planned quarterly share repurchases to $550 million, which matters to shareholders because it signals a larger return of capital.
Q2 2026 revenue was $7,084 million, up from $5,423 million; operating income was $2,461 million, up from $1,731 million.
Q2 2026 long-term net inflows were $199 billion; total net inflows were $192 billion, and first-half net inflows were $321 billion.
Company repurchased $450 million of shares in the quarter and increased planned quarterly repurchases to $550 million.
Assets under management reached $15.3 trillion at June 30, 2026.
First Horizon reported second quarter 2026 net income available to common shareholders of $260 million, or $0.54 per diluted share, up from $233 million and $0.45 a year earlier. Results improved from the first quarter, when the company reported $257 million and $0.53 per share, and the company's return on common equity was 12.3%.
Net income available to common shareholders was $260 million, up 12% from $233 million in second quarter 2025.
Diluted EPS was $0.54, compared with $0.53 in first quarter 2026 and $0.45 in second quarter 2025.
Noninterest expense rose to $531 million, up $26 million from the prior quarter; the net interest margin was 3.49%, down 3 basis points.
Share repurchases totaled $100 million at an average price of $24.52 per share, and the CET1 ratio was 10.5%.
BNY reported second-quarter 2026 results on July 15, 2026, with total revenue of $5.7 billion, up 13% from a year earlier, and diluted earnings per share of $2.45, up 27% from $1.93. Net income applicable to common shareholders rose 22% to $1.7 billion, and the company returned $1.5 billion to common shareholders in the quarter.
Total revenue of $5,698 million, up 13% year over year and 5% from the first quarter of 2026
Diluted EPS of $2.45, compared with $1.93 a year earlier and $2.24 in the first quarter of 2026
Noninterest expense of $3.4 billion, up 7% year over year; pre-tax operating margin of 39.8%
Returned $1.5 billion to common shareholders: $1.1 billion in share repurchases and $371 million in dividends; CET1 ratio of 11.0%
M&T Bank Corporation reported second quarter 2026 net income of $818 million, up 14% from $716 million a year earlier, and diluted earnings of $5.32 per share, up from $4.24. The company said the results reflect strong contributions from its commercial, retail, institutional services and wealth management businesses, and it repurchased $465 million of its common stock during the quarter.
Net income of $818 million vs. $716 million in Q2 2025 and $664 million in Q1 2026
Diluted earnings per share of $5.32, vs. $4.24 in Q2 2025 and $4.13 in Q1 2026
Net operating income of $823 million; net interest margin steady at 3.70%
Provision for credit losses fell to $120 million from $140 million in Q1 2026; nonaccrual loans were $1.2 billion at June 30, 2026
Elevance Health reported second-quarter 2026 operating revenue of $49.8 billion, up 0.8% from a year earlier, while diluted earnings per share fell 13.1% to $6.71 from $7.72. The company raised its full-year 2026 diluted EPS guidance to at least $20.10 and its adjusted EPS guidance to at least $27.00, and said it is accelerating targeted investments. For shareholders, the higher outlook comes alongside lower quarterly profit and a higher benefit expense ratio.
Operating revenue was $49.8 billion in the second quarter of 2026, up from $49.4 billion a year earlier.
Diluted EPS was $6.71 versus $7.72 a year earlier; adjusted diluted EPS was $7.45 versus $8.84.
Full-year 2026 diluted EPS guidance was raised to at least $20.10 and adjusted diluted EPS guidance to at least $27.00.
Full-year 2026 operating cash flow guidance was raised to at least $6.0 billion; a $1.72 quarterly dividend is payable September 25, 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.