1,580 material Form 8-K filings that 1,317 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).
Denali Therapeutics completed the sale of its Rare Pediatric Disease Priority Review Voucher to a large pharmaceutical company on July 27, 2026, receiving gross proceeds of $195.0 million at closing. The voucher was received when the FDA approved AVLAYAH (tividenofusp alfa) for Hunter syndrome in March 2026, and the sale was made under an asset purchase agreement dated June 12, 2026.
Gross proceeds of $195.0 million received from the buyer at closing on July 27, 2026
Voucher received when FDA approved AVLAYAH (tividenofusp alfa) for Hunter syndrome (MPS II) in March 2026
Sale made under asset purchase agreement dated June 12, 2026; buyer not named in the filing
Full agreement to be filed as an exhibit to a later SEC filing
Johnson & Johnson said it reached an agreement to comprehensively resolve the remaining ovarian talc litigation, covering about 76,000 claims, with a $5.5 billion commitment by the company. The deal is conditioned on participation by at least 95% of the remaining claims, and the company said it continues to deny that its talc products cause cancer.
Company commitment of $5.5 billion, with the first payment of no more than $3 billion due in 2027 and no additional payments due before 2028
Agreement conditioned on participation of at least 95% of the remaining claims, including lead plaintiff firms in federal MDL and state court cases
Announced July 27, 2026, following a July 22, 2026 MDL court order requiring plaintiffs to show why remaining claims should not be dismissed
Centene reported second-quarter 2026 results that moved from a loss a year earlier to a profit, and raised the floor of its full-year 2026 earnings guidance. The company said the increase includes about $0.50 of non-recurring items in its Medicare and Commercial segments. A director also resigned and was replaced by Paul Diaz effective July 28, 2026, and the filing states the resignation was not due to any dispute with the company.
GAAP diluted EPS was $2.19 for Q2 2026, versus a loss of $0.51 in Q2 2025; adjusted diluted EPS was $2.51, versus a loss of $0.16
Premium and service revenues rose 4% to $44.4 billion; total revenues were $53,579 million
2026 GAAP diluted EPS guidance floor raised to greater than $3.11; adjusted diluted EPS floor raised to greater than $4.80
Director Kenneth Burdick resigned effective July 28, 2026; Paul Diaz was elected to fill the vacancy and joins the Audit and Quality and Compliance Committees
Polaris reported second quarter 2026 sales of $2,023 million, up 9% from a year earlier, and diluted EPS of $1.82 versus a loss of $1.39 per share in the prior-year quarter. The company raised its 2026 adjusted EPS guidance to $3.00 to $3.10 from $1.60 to $1.70, of which about $0.96 comes from tariff refunds recorded in the second quarter, so shareholders should weigh that one-time benefit against the higher outlook.
Q2 2026 sales were $2,023 million, up 9%; North America sales rose 11% to $1,755 million.
Reported diluted EPS was $1.82 versus a $1.39 loss a year earlier; adjusted diluted EPS was $1.97 versus $0.40.
Q2 results include $74 million of tariff refunds, which benefited adjusted EPS by $0.96.
2026 adjusted EPS guidance rose to $3.00 to $3.10 from $1.60 to $1.70; adjusted sales guidance rose to $7.30 billion to $7.50 billion from $7.15 billion to $7.30 billion.
Atlantic Union Bankshares agreed to sell $250 million of 6.25% fixed-to-floating rate subordinated notes due 2036 at 100% of principal, with closing expected on or about July 30, 2026. The company plans to use the proceeds to redeem $168.0 million of its 4.25% notes due 2029 and for general corporate purposes, including capital for Atlantic Union Bank.
Offering size: $250 million aggregate principal of 6.25% Fixed-to-Floating Rate Subordinated Notes due 2036, priced at 100.00% of principal
Underwriters' representatives: Keefe, Bruyette & Woods, Inc. and Piper Sandler & Co.
Closing expected on or about July 30, 2026, subject to customary conditions
Proceeds to repay $168.0 million of 4.25% notes due 2029 plus accrued interest; a conditional redemption notice has been delivered to those holders
Clearfield, Inc. signed Amendment No. 4 to its loan agreement with Old National Bank on July 24, 2026, extending the maturity of its line of credit from July 24, 2026 to November 21, 2026. All other material terms of the agreement remain unchanged.
Line of credit maturity extended from July 24, 2026 to November 21, 2026
Amendment No. 4 dated July 24, 2026 amends the Loan Agreement dated April 27, 2022
Amendment includes customary representations and warranties; other material terms unchanged
Huron Consulting Group's Board elected Dr. L. Thomas Richards as a director effective July 23, 2026, serving until the 2027 Annual Meeting. He was also appointed to three board committees, and the filing describes his background in life sciences, healthcare and M&A advisory. The filing describes a routine board addition with no change to financial results or guidance.
Dr. L. Thomas Richards elected director effective July 23, 2026, to serve until the 2027 Annual Meeting of Stockholders
Appointed to the Nominating and Corporate Governance, Finance and Capital Allocation, and Technology and Information Security committees
Annual cash retainer of $80,000, plus $7,500 per committee, and a restricted stock grant of $180,000 annually, prorated to half for 2026, granted August 1, 2026
Noble Corporation reported a second-quarter 2026 net loss of $37 million, or $0.23 per diluted share, compared with net income of $43 million, or $0.27 per share, a year earlier. Revenue fell to $720 million from $849 million, and the company reduced its full-year 2026 revenue and adjusted EBITDA guidance, mainly because of lower revenue from two rigs in Brazil, which were suspended in the quarter.
Q2 2026 total revenue was $720 million, versus $849 million in Q2 2025; diluted loss per share was $(0.23), versus diluted earnings of $0.27.
Full-year 2026 revenue guidance was cut to $2,800–$2,900 million from $2,800–$3,000 million; adjusted EBITDA guidance was cut to $850–$925 million from $940–$1,020 million.
Brazil operational suspensions reduced second-quarter contract drilling revenue by approximately $43 million.
Board approved a $0.50 per share cash dividend for Q3 2026, payable September 24, 2026, to holders of record on September 3, 2026.
FirstSun Capital Bancorp reported a second-quarter 2026 net loss of $22.9 million, or $(0.49) per diluted share, compared with net income of $26.4 million, or $0.93 per diluted share, a year earlier. The company said results were affected by merger-related expenses after its April 1, 2026 acquisition of First Foundation and by two large commercial loan charge-offs. The board also authorized a share repurchase program of up to $150.0 million, which runs through June 30, 2027 and may be modified or stopped at any time.
Q2 2026 net loss of $(22.9) million, or $(0.49) per diluted share, versus net income of $26.4 million, or $0.93 per diluted share, in Q2 2025
Adjusted net income (non-GAAP) was $21.0 million, or $0.45 per diluted share, for Q2 2026
Merger-related expenses were $57.6 million and net charge-offs were $42.4 million in Q2 2026
Board authorized a repurchase program of up to $150.0 million on July 24, 2026, authorized through June 30, 2027
Applied Digital reported fiscal fourth-quarter 2026 revenue of $258.7 million, up 407% from a year earlier, while its net loss from continuing operations was $110.6 million, or $0.39 per share, compared with $53.1 million, or $0.24 per share, a year earlier. The company also reported adjusted net income of $12.9 million, or $0.04 per diluted share, a non-GAAP measure that excludes its majority-owned ChronoScale subsidiary.
Q4 revenue of $258.7 million, with $152.4 million tied to tenant fit-out services for HPC Hosting.
Net loss from continuing operations of $110.6 million ($0.39 per share) versus $53.1 million ($0.24 per share) a year earlier.
Adjusted EBITDA of $42.4 million in the quarter; fiscal 2026 revenue of $611.3 million.
As of May 31, 2026, the company had $4.2 billion in cash and restricted cash and $5.0 billion in debt.
Hasbro said President of Wizards of the Coast John Hight will stay in his current role through September 1, 2026, then become an Advisor reporting to the CEO until September 2, 2027, helping onboard a successor. The filing does not name a successor. His $800,000 base salary is unchanged, but he will not receive a fiscal 2027 bonus or new equity awards during the term.
Transition Agreement with John Hight is effective July 27, 2026.
Hight remains President of Wizards of the Coast through September 1, 2026.
From September 2, 2026 to September 2, 2027, he serves as Advisor and reports to the CEO.
Base salary stays at $800,000 annualized; no fiscal 2027 bonus and no new equity grants during the term.
Brown & Brown reported second quarter 2026 results, with total revenues of $1.7 billion, up 30.4%, and diluted net income per share of $0.84, up 7.7%. Organic revenue fell 0.7%, and the income before income taxes margin narrowed to 22.9% from 24.2%, so the growth was driven mainly by acquisitions and the quarter's gains were mixed with weaker underlying performance for shareholders.
Q2 2026 total revenues were $1.7 billion, up $391 million or 30.4%; Organic Revenue decreased 0.7%.
Q2 2026 net income attributable to the company was $288 million, up 24.7%; diluted EPS was $0.84, and adjusted diluted EPS was $1.07, up 3.9%.
Six-month diluted EPS was $1.90, down 1.6%, while six-month Organic Revenue decreased 0.3%.
The company excluded $393 million of core commissions and fees from newly acquired operations when calculating Q2 Organic Revenue.
Customers Bancorp and Chief Financial Officer Mark McCollom signed a First Amended Employment Agreement on July 24, 2026, replacing his June 10, 2025 agreement. The amendment adds a 12-month non-compete, requires a release of claims for severance, and sets a 45-day notice period for him to resign, down from 60 days.
Agreement dated July 24, 2026 amends and replaces the employment agreement dated June 10, 2025 with Mark R. McCollom, EVP and CFO.
Term now renews automatically each year unless either party gives at least 60 days' notice before the anniversary date.
Mr. McCollom's notice period to terminate employment shortened from 60 days to 45 days.
New 12-month restrictive covenant bars competing in the Company's Field of Interest in the Restricted Area(s).
Peapack-Gladstone Financial reported second quarter 2026 net income available to common shareholders of $15.8 million, or $0.85 per diluted share, up from $14.2 million and $0.80 in the first quarter and $7.9 million and $0.45 a year earlier. Total revenue rose 23% year-over-year to $86.1 million, while nonperforming assets increased to $72.2 million. The company also issued the remaining $20 million of 6% convertible preferred stock on July 24, 2026.
Net income available to common shareholders of $15.8 million, or $0.85 per diluted share, for the quarter ended June 30, 2026
Total revenue of $86.1 million, up 23% year-over-year, the ninth consecutive quarter of revenue growth
Nonperforming assets rose to $72.2 million from $59.3 million at March 31, 2026, mainly due to one multifamily relationship moving to nonaccrual status
$20 million of 6% non-cumulative perpetual convertible preferred stock issued on July 24, 2026, under a commitment from Strategic Value Bank Partners
Community West Bancshares said its executive management will meet with investors at the KBW Summer Bank Conference in New York City on July 28-29, 2026, and filed an investor presentation as Exhibit 99.1. The presentation reports total assets of $5.0 billion, total gross loans of $3.5 billion and total deposits of $4.1 billion as of June 30, 2026, and references a merger with USB effective April 1, 2026. The filing is a routine conference disclosure that does not itself report a new earnings result or change to guidance.
Conference: KBW Summer Bank Conference, New York City, July 28-29, 2026
Presentation filed as Exhibit 99.1; attendees include CEO James J. Kim and CFO Shannon R. Livingston
As of June 30, 2026: total assets $5.0 billion, total gross loans $3.5 billion, total deposits $4.1 billion
Presentation references a merger with USB as of April 1, 2026
H2O America reported second quarter 2026 results, with operating revenue up 6% to $210.5 million and GAAP net income up 8% to $26.6 million. Diluted EPS fell to $0.62 from $0.71 because the higher share count offset the income gains, and the company reiterated its 2026 standalone adjusted EPS guidance of $3.08-$3.18. The company also said it expects the pending Quadvest acquisition to close around the end of the third quarter or early fourth quarter of 2026.
Q2 2026 GAAP diluted EPS was $0.62 versus $0.71 a year earlier; adjusted diluted EPS (non-GAAP) was $0.72 versus $0.75.
Q2 operating revenue was $210.5 million, up from $198.3 million, driven primarily by $14.5 million of rate increases.
2026 standalone adjusted diluted EPS guidance of $3.08-$3.18 was reiterated, excluding the pending Quadvest acquisition and its financing.
The company declared a quarterly cash dividend of $0.44 per share, payable September 1, 2026, to holders of record on August 10, 2026.
Farmers & Merchants Bancorp reported second-quarter 2026 net income of $11.8 million, or $0.86 per share, up from $7.7 million, or $0.56 per share, a year earlier. The company said the second quarter was its most profitable quarter in its 129-year history, driven by a higher net interest margin and lower funding costs. For shareholders, the results show higher earnings per share and a 4.0% increase in the annualized dividend to $0.92 per share.
Q2 2026 net income $11.8 million ($0.86 per share) versus $7.7 million ($0.56 per share) in Q2 2025
Net interest margin rose 26 basis points to 3.48%; cost of interest-bearing liabilities fell to 2.56% from 2.83%
Total deposits of $2.87 billion at June 30, 2026, up 5.9%, or $159.1 million, from a year earlier
Annualized second-quarter dividend increased 4.0% to $0.92 per share
Nucor reported second-quarter 2026 net earnings attributable to stockholders of $1.16 billion, or $5.04 per diluted share, up from $603 million, or $2.60 per share, a year earlier and $743 million in the first quarter of 2026. Excluding a non-cash, pre-tax benefit of $61 million tied to its Helion investment, adjusted earnings were $4.84 per diluted share, and the company expects higher consolidated earnings in the third quarter of 2026.
Net sales were $10.40 billion, up from $8.46 billion in the second quarter of 2025.
Adjusted net earnings were $1.11 billion, or $4.84 per diluted share, excluding a $61 million pre-tax benefit ($0.20 per diluted share).
Nucor returned about $479 million to stockholders in the quarter through share repurchases and dividends.
An earnings call is scheduled for July 28, 2026 at 10:00 a.m. Eastern Time.
On July 27, 2026, Univest Financial Corporation furnished a slide presentation to analysts and prospective investors as Exhibit 99.1 under Item 7.01. The deck covers the company's strategy and financial performance, including year-to-date 2026 results through June 30. The filing is a presentation rather than a results release, and the company states the material is not deemed filed under Section 18 of the Exchange Act.
Reported year-to-date 2026 earnings of $50.0 million, or $1.79 per share, with reported ROAA of 1.23%
Annualized loan growth of 3.6% and annualized deposit contraction of 4.4% for year-to-date 2026
Brokered deposits of $578.6 million, or 7.1% of total assets, as of June 30, 2026
Committed borrowing capacity of $3.7 billion, with $2.4 billion available, as of June 30, 2026
Gabelli Multimedia Trust amended its sales agreement with G.research, LLC on July 27, 2026, allowing it to sell up to 22,000,000 new common shares over time at market prices. Shares may not be sold below net asset value per share plus the sales commission, and the offering began on July 27, 2026.
Up to 22,000,000 shares of common stock may be offered through G.research, LLC as sales manager
Minimum sale price is net asset value per share plus the per share commission paid to the sales manager
Offering is made under a prospectus supplement dated July 27, 2026 and a shelf registration statement (File No. 333-277213)
Sun Communities reported a second-quarter net loss to common shareholders of $992.7 million, or $8.08 per diluted share, driven by a $1.1 billion non-cash valuation charge on its UK business, which is being sold. Excluding discontinued operations, net income from continuing operations was $0.32 per diluted share, and Core FFO per share rose to $1.84 from $1.76 a year earlier, and the company raised its 2026 same property NOI growth guidance.
Net loss attributable to common shareholders of $992.7 million ($8.08 per diluted share) for the quarter ended June 30, 2026, versus net income of $1.3 billion ($10.02 per share) a year earlier
Core FFO per share of $1.84 for the quarter, up from $1.76 in the same period of 2025
Same property NOI grew 6.0% for the quarter; 2026 same property NOI growth guidance raised by 20 basis points to 4.5% to 5.3%
Park Holidays UK sale has a base consideration of about $1.04 billion, subject to UK Financial Conduct Authority approval, and is expected to close in the second half of 2026
Champions Oncology reported record fiscal 2026 revenue of $59.4 million, up 4% from $56.9 million, for the year ended April 30, 2026. The company swung to a net loss of $1.2 million, compared with net income of $4.7 million a year earlier, as operating costs rose and the prior year's $4.5 million data license revenue did not recur.
Fiscal 2026 oncology revenue was $59.4 million, up 4% from $56.9 million; the prior year included about $4.5 million of data license revenue that did not recur.
Net loss was $1.2 million for fiscal 2026 versus net income of $4.7 million in fiscal 2025; adjusted EBITDA was $1.6 million versus $7.1 million.
Fourth quarter revenue was $13.8 million, up 12% from $12.4 million, and the quarterly net loss narrowed to $667,000 from $1.8 million.
Cash was $4.9 million at April 30, 2026, with no debt, down from $9.8 million a year earlier.
Kilroy Realty reported second-quarter 2026 revenue of $272.4 million, down from $289.9 million a year earlier, and net income available to common stockholders of $19.9 million, or $0.17 per diluted share, versus $68.4 million, or $0.57, in the same quarter of 2025. The company affirmed its full-year 2026 FFO guidance of $3.49 to $3.63 per diluted share, so shareholders face lower reported earnings and cash flow measures year over year with no change to the outlook.
Q2 2026 revenues of $272.4 million, compared with $289.9 million for Q2 2025
Net income available to common stockholders of $19.9 million, or $0.17 per diluted share, compared with $68.4 million, or $0.57, a year earlier
FFO of $109.3 million, or $0.92 per diluted share, compared with $135.9 million, or $1.13, a year earlier
Full-year 2026 FFO guidance affirmed at $3.49 to $3.63 per diluted share; total development spending range revised to +/- $150.0 million from a prior $150.0 to $200.0 million
NBT Bancorp reported second quarter 2026 net income of $53.0 million, or $1.02 per diluted share, up from $22.5 million, or $0.44, a year earlier and $51.1 million, or $0.98, in the first quarter of 2026. The board approved a third-quarter cash dividend of $0.40 per share, an 8.1% increase over the third-quarter 2025 dividend. The year-over-year comparison is significantly affected by the Evans Bancorp acquisition completed May 2, 2025, and by $17.2 million of acquisition expenses recorded in the second quarter of 2025.
Operating diluted EPS, a non-GAAP measure, was $1.01 for Q2 2026, compared with $0.88 in Q2 2025 and $0.97 in Q1 2026.
Net interest margin on an FTE basis was 3.73%, up 14 basis points from Q2 2025.
Period end loans were $11.87 billion at June 30, 2026, up from $11.60 billion at December 31, 2025.
The $0.40 dividend is payable September 15, 2026 to stockholders of record as of September 1, 2026.
Talos Energy agreed to acquire a 50% working interest in Block 29 offshore Mexico, operated by Repsol, for a contingent $30 million payment at final investment decision, a cash carry of up to $20 million on the next exploration well, and reimbursement of certain pre-closing costs. The company also amended its credit agreement to raise capacity for Mexico project financing by $50 million, non-recourse to Talos, and to allow investments in the block without the usual free cash flow test before December 31, 2027. Closing depends on Mexican regulatory approvals, and the estimated resource figures are not reserves.
Talos will hold a 50% working interest in Block 29, with Repsol as operator and sole co-participant.
Contingent $30 million payment at FID, plus a cash carry of up to $20 million on the next exploration well.
Polok and Chinwol discoveries estimated at more than 200 MMBoe of gross recoverable resource; partners expect to reach FID in 2027.
Second Amendment dated July 22, 2026 adds $50 million of non-recourse project financing capacity, effective on deal closing.
Universal Health Realty Income Trust reported second-quarter 2026 net income of $5.9 million, or $0.43 per diluted share, up from $4.5 million, or $0.32, a year earlier. The result included a $724,000 gain on a land sale; excluding it, adjusted net income was $5.2 million, or $0.37 per share, and funds from operations rose to $12.5 million, or $0.90 per share, from $11.8 million, or $0.85.
Net income of $5.9 million, or $0.43 per diluted share, versus $4.5 million, or $0.32, in Q2 2025
Adjusted net income of $5.2 million, or $0.37 per diluted share, excluding a $724,000 gain on a land sale
Funds from operations of $12.5 million, or $0.90 per diluted share, versus $11.8 million, or $0.85, in Q2 2025
Second-quarter dividend of $0.75 per share, or $10.4 million in total, paid June 30, 2026
Lattice Semiconductor completed its acquisition of AMI on July 27, 2026, paying about $1 billion in cash and about 5.2 million shares and restricted stock units, subject to closing adjustments. The cash was funded from cash on hand and a $925.0 million term loan borrowed under the company's credit agreement, so the deal adds significant debt and share issuance for shareholders to weigh. The filing gives no AMI financial results; the company says it will provide them with its second quarter 2026 results on August 4, 2026.
Total consideration of about $1 billion in cash plus about 5.2 million shares and restricted stock units, subject to adjustments.
On July 27, 2026, Lattice borrowed $925.0 million under the delayed draw term loan facility to fund the cash consideration.
On July 27, 2026, Lattice issued 4,741,352 shares of common stock to the AMI sellers, with transfer restrictions releasing 25% per 90-day period.
The company will report AMI operating results with its second quarter 2026 results on August 4, 2026.
COPT Defense Properties reported higher second-quarter 2026 results for the period ended June 30, 2026. Net income was $48.6 million, up from $40.2 million a year earlier, and diluted EPS was $0.40 versus $0.34, while diluted FFO per share rose to $0.71 from $0.68. The earnings release and supplemental package were furnished as Exhibit 99.1 and were not filed under Section 18 of the Exchange Act.
Total revenues for the three months ended June 30, 2026 were $197.4 million, compared with $189.9 million a year earlier.
Diluted EPS was $0.40 for the quarter, compared with $0.34 for the same quarter of 2025.
Diluted FFO per share was $0.71 versus $0.68, and the quarterly dividend per common share was $0.32, compared with $0.305.
Simpson Manufacturing reported second-quarter 2026 net sales of $671.1 million, up 6.3%, and diluted earnings per share of $3.09, up from $2.47 a year earlier. The company also raised its 2026 share repurchase authorization to $200.0 million and updated its full-year 2026 outlook, which for shareholders means higher reported profit and more capacity for buybacks.
Net sales of $671.1 million rose 6.3%, with North America up 6.0% and Europe up 7.6%.
Income from operations of $169.1 million rose 20.6%; operating margin was 25.2%, including a 100 basis point benefit from a $5.5 million eminent domain settlement.
On July 23, 2026, the Board raised the 2026 share repurchase authorization from $150.0 million to $200.0 million; the company repurchased $48.7 million of stock in the quarter.
Updated 2026 outlook: consolidated operating margin of 19.7% to 20.5% and capital expenditures of $80.0 million to $90.0 million. The filing does not state the prior outlook.
UDR reported second-quarter 2026 net income of $0.21 per diluted share, up from $0.11 a year earlier, while FFO per diluted share fell to $0.60 from $0.61 and FFOA was flat at $0.64. The company raised its full-year 2026 guidance for same-store revenue, same-store NOI and FFOA per share, but lowered the midpoint of its FFO per share guidance by $0.02. Shareholders also get a switch to monthly dividends of $0.145 per share starting in July 2026.
Q2 2026 net income per diluted share was $0.21 versus $0.11 in Q2 2025; year-to-date was $0.79 versus $0.34.
Full-year 2026 FFOA per diluted share guidance is now $2.49 to $2.57, up from $2.47 to $2.57; FFO guidance is $2.47 to $2.55, down from $2.48 to $2.58.
Same-store revenue growth guidance is 0.75% to 2.00%, up from 0.25% to 2.25%.
The first monthly dividend of $0.145 per share is payable July 31, 2026; Q2 dividends totaled $0.435 per share.
Element Solutions reported second-quarter 2026 net sales of $978 million, up 56% on a reported basis and 15% organically, with GAAP net income of $77 million, or $0.32 per diluted share, versus $48 million, or $0.20, a year earlier. The company raised its full-year 2026 adjusted EBITDA guidance to $690 million to $710 million, but the results come alongside a July 6, 2026 merger agreement under which Solstice would acquire the company for 0.5 Solstice shares and $10.00 in cash per share.
Q2 2026 adjusted EBITDA was $184 million, up 35% on a reported basis, with adjusted EBITDA margin of 27.8% versus 26.6% a year earlier.
Full-year 2026 adjusted EBITDA guidance is $690 million to $710 million, and third-quarter adjusted EBITDA is expected to be about $180 million.
Under the July 6, 2026 merger agreement, each share would be exchanged for 0.5 shares of Solstice common stock and $10.00 in cash; closing is expected in the first half of 2027.
Park National Corporation reported second-quarter 2026 net income of $58.8 million, up 22.1% from a year earlier, and diluted earnings of $3.23 per share versus $2.97. The results include $4.1 million in merger-related expenses tied to the First Citizens acquisition, which merged into Park on February 1, 2026. The board declared a $1.10 quarterly dividend payable September 10, 2026.
Q2 2026 net income of $58.8 million, up 22.1% from $48.1 million in Q2 2025
Q2 2026 diluted EPS of $3.23, compared with $2.97 in Q2 2025
First-half 2026 net income of $100.4 million, up 11.3%; diluted EPS of $5.64 versus $5.56
Quarterly dividend of $1.10 per share, payable September 10, 2026, to holders of record as of August 21, 2026
Principal Financial Group reported second quarter 2026 results, with non-GAAP operating earnings per diluted share up 16% to $2.50 and GAAP net income attributable to PFG slightly lower at $403.4 million. The company also announced a third quarter dividend of $0.84 per share, up $0.02 from the prior quarter and 8% above the prior year quarter, which gives shareholders a higher cash payout.
Non-GAAP operating earnings per diluted share were $2.50, up from $2.16 a year earlier; excluding significant variances, it was $2.42, up 17%.
GAAP net income attributable to PFG was $403.4 million, down 1% from $406.2 million, while GAAP diluted EPS rose 3% to $1.84.
The company returned $427 million to shareholders in the quarter, including $250 million of share repurchases and $177 million of common stock dividends.
The third quarter dividend of $0.84 per share is payable September 25, 2026, to holders of record as of September 3, 2026.
Lyft's board appointed Ben Minicucci, chief executive of Alaska Air Group and Alaska Airlines, as a director effective immediately, with a term expiring at the 2027 annual meeting. The filing says the board values his public-company CEO experience, transportation safety expertise and M&A integration background, and it discloses that Lyft and Alaska have a rewards partnership under which Lyft paid Alaska $3.2 million and received $0.16 million in 2025.
Ben Minicucci appointed to Lyft's board on July 23, 2026, as a Class II director
Term expires at Lyft's 2027 Annual Meeting of Stockholders
Lyft paid Alaska $3.2 million and received $0.16 million under the Partnership Agreement in 2025
Minicucci receives standard non-employee director compensation and will sign the standard indemnification agreement
Amkor Technology reported second-quarter 2026 net sales of $1.90 billion, up 26% from a year earlier, with net income attributable to Amkor of $174 million and diluted earnings of $0.70 per share. The company also guided third-quarter 2026 net sales of $1.95 billion to $2.05 billion and diluted EPS of $0.72 to $0.82, and kept its quarterly dividend subject to board approval. Q2 2025 results included a $32 million contingency benefit tied to the 2017 Nanium acquisition, so the year-over-year comparison is not fully like-for-like.
Q2 2026 net sales $1.90 billion vs. $1.51 billion in Q2 2025; gross margin 16.8% vs. 12.0%
Net income attributable to Amkor $174 million; diluted EPS $0.70 vs. $0.22 in Q2 2025
Q3 2026 guidance: net sales $1.95 billion to $2.05 billion; diluted EPS $0.72 to $0.82
At June 30, 2026: cash and short-term investments $2.5 billion; total debt $2.5 billion
Cincinnati Financial reported second-quarter 2026 net income of $1.255 billion, or $8.05 per diluted share, up from $685 million, or $4.34 per share, a year earlier. The increase was driven mainly by $1.031 billion in after-tax investment gains, while non-GAAP operating income fell 28% to $224 million as catastrophe losses pushed the property casualty combined ratio to 100.8% from 94.9%. For shareholders, the reported profit gain came mostly from investments, while core insurance results weakened.
Net income was $1.255 billion ($8.05 per diluted share), versus $685 million ($4.34) in Q2 2025, including $1.031 billion in after-tax investment gains.
Non-GAAP operating income fell 28% to $224 million ($1.43 per share) from $311 million ($1.97).
Property casualty combined ratio rose to 100.8% from 94.9%, with current accident year catastrophe losses at 14.4% of earned premiums versus 12.4%.
Book value per share reached $108.64 at June 30, 2026, up from $102.35 at December 31, 2025.
F5 reported fiscal third-quarter 2026 revenue of $865 million, up 11% from $780 million a year earlier, and GAAP diluted earnings of $3.62 per share versus $3.25. The company raised its fiscal 2026 revenue growth and non-GAAP earnings per share guidance, which gives shareholders a higher expected range for the full year.
Third-quarter revenue was $865 million, up 11%; product revenue grew 19% and systems revenue grew 32%.
GAAP diluted EPS was $3.62 versus $3.25; non-GAAP diluted EPS was $4.73 versus $4.16.
Fiscal 2026 revenue growth guidance was raised to 9% to 10% from 7% to 8%.
Fiscal 2026 non-GAAP EPS guidance was raised to $17.21 to $17.33 from $16.25 to $16.55; fourth-quarter revenue is guided to $870 million to $890 million.
On July 21, 2026, Boston Scientific's board approved a new global restructuring program with estimated total pre-tax charges of $700 million to $800 million, of which $600 million to $700 million is expected to be cash outlays. The company expects the plan to reduce gross annual pre-tax expenses by about $500 million, with a substantial portion reinvested in growth, and it expects some headcount reductions.
Board approved the 2026 Restructuring Plan on July 21, 2026; activities start in 2026 and are expected to be substantially complete by the end of 2029.
Estimated total pre-tax charges of $700 million to $800 million, including $600 million to $700 million in future cash outlays.
Charges by type: transfer costs $300 million to $350 million, termination benefits $275 million to $300 million, and other costs $125 million to $150 million.
Expected reduction in gross annual pre-tax expenses of about $500 million as program benefits are realized.
Welltower reported second-quarter 2026 revenue of $3.54 billion, up from $2.55 billion a year earlier, and diluted net income of $0.61 per share, up from $0.45. The company raised its 2026 normalized FFO guidance but cut its 2026 net income guidance, and it increased its quarterly dividend 15% to $0.85.
Diluted net income attributable to common stockholders was $0.61 per share, compared with $0.45 a year earlier; total revenues were $3.54 billion, compared with $2.55 billion.
Normalized FFO attributable to common stockholders was $1.60 per diluted share, up 25.0% from $1.28 a year earlier.
2026 normalized FFO guidance was raised to $6.36 to $6.44 per diluted share from $6.21 to $6.35; net income guidance was cut to $3.11 to $3.19 from $3.24 to $3.38.
The quarterly dividend was raised 15% to $0.85 per share, payable August 20, 2026 to holders of record on August 12, 2026.
Rambus reported second-quarter 2026 results, with total revenue of $207.4 million, up from $172.2 million a year earlier, and GAAP diluted earnings per share of $0.61, up from $0.53. The company also gave third-quarter 2026 guidance of $210 million to $216 million in revenue and GAAP diluted earnings per share of $0.59 to $0.67. For shareholders, the filing shows higher revenue and profit year over year, along with a forecast for continued revenue growth in the third quarter.
Q2 2026 total revenue was $207.4 million, above the company's guidance range of $192 million to $198 million
GAAP diluted EPS was $0.61 versus $0.53 a year earlier; non-GAAP diluted EPS was $0.77 versus $0.62
Product revenue was $99.2 million, up from $81.3 million; operating margin was 35% versus 37% a year earlier
Q3 2026 guidance: revenue of $210 million to $216 million and GAAP diluted EPS of $0.59 to $0.67
On July 27, 2026, Somnigroup entered into Amendment No. 5 to its 2023 Credit Agreement, providing a $1.2 billion term loan A and a $510 million incremental revolving commitment, with the revolver totaling $1.7 billion after the amendment. The company used $700 million to prepay part of its 2025 Term B loans and said the refinancing reduces expected annual interest expense by approximately $5 million, while the amendment also adjusts terms tied to its anticipated acquisition of Leggett & Platt.
Term loan A of $1.2 billion and revolving credit facility of $1.7 billion both mature July 27, 2031
$700 million prepayment of outstanding 2025 Refinancing Term B Loans
Company expects approximately $5 million lower annual interest expense
Amendment modifies terms for the anticipated Leggett & Platt, Incorporated acquisition and allows collateral release upon an Investment Grade Rating
Northwest Bancshares reported record second-quarter 2026 GAAP net income of $54 million, or $0.36 per diluted share, up from $34 million, or $0.26, a year earlier and $51 million, or $0.34, in the first quarter of 2026. Growth was supported by higher net interest income and a net interest margin of 3.75%, with the Penns Woods acquisition cited as a key driver of higher loans, deposits and expenses. The board also declared a quarterly cash dividend of $0.20 per share.
GAAP net income of $54 million, or $0.36 per diluted share, versus $34 million, or $0.26, in Q2 2025; adjusted diluted EPS (non-GAAP) was $0.37.
Net interest margin rose to 3.75% from 3.56% a year earlier; net interest income was $147 million, up 23.0% year over year.
Classified loans were $524 million, or 3.96% of total loans, at June 30, 2026, compared with $498 million at March 31, 2026.
Quarterly cash dividend of $0.20 per share, payable August 18, 2026 to holders of record on August 6, 2026.
Agilysys reported fiscal 2027 first-quarter revenue of $87.7 million, up 14.3% from $76.7 million a year earlier, and net income of $9.0 million, or $0.32 per diluted share, versus $4.9 million, or $0.17, a year earlier. The company raised its full-year fiscal 2027 total revenue guidance to $368 million to $373 million from $365 million to $370 million, which signals stronger expected sales for shareholders.
Total net revenue rose 14.3% to $87.7 million; subscription revenue grew 26.1% year over year.
Net income was $9.0 million, or $0.32 per diluted share, compared with $4.9 million, or $0.17, a year earlier.
Full-year fiscal 2027 total revenue guidance raised to $368 million to $373 million; subscription revenue growth guidance raised to at least 32% from at least 30%.
Free cash flow (non-GAAP) was $7.3 million, compared with negative $5.0 million a year earlier.
Kforce reported second-quarter 2026 revenue of $349.3 million, up 4.5% from a year earlier, and diluted EPS of $0.73, up 23.7% year over year. The company expects third-quarter revenue of $349 million to $357 million and EPS of $0.71 to $0.79, and its board approved a $0.40 per share dividend.
Q2 2026 revenue was $349.3 million, up 5.7% sequentially and 4.5% year over year.
Diluted EPS was $0.73 versus $0.59 in Q2 2025; gross profit margin was 28.5%, up 140 basis points year over year.
Q3 2026 guidance: revenue of $349 million to $357 million and EPS of $0.71 to $0.79.
Board approved a $0.40 per share third-quarter dividend, payable September 25, 2026 to holders of record on September 11, 2026.
Sanmina reported fiscal third-quarter 2026 results for the quarter ended June 27, 2026, with revenue of $3.46 billion versus $2.04 billion a year earlier and non-GAAP diluted EPS of $3.31 versus $1.53. The company lowered its fiscal 2026 non-GAAP diluted EPS outlook to $10.75-$11.35 from $11.90-$12.20, which matters to shareholders because the full-year profit forecast is now lower even though the quarter was stronger.
Q3 revenue $3.46 billion vs. $2.04 billion a year earlier; GAAP diluted EPS $2.12 vs. $1.26
Fiscal 2026 non-GAAP diluted EPS outlook cut to $10.75-$11.35 from $11.90-$12.20; revenue range now $13.7 billion-$14.3 billion vs. $14.0 billion-$14.3 billion
Q3 cash flow from operations $124 million; free cash flow $24 million
Brixmor reported second-quarter 2026 results with total revenues of $354.2 million, up from $339.5 million a year earlier, and Nareit FFO per diluted share of $0.58, up from $0.56. GAAP net income attributable to the company per diluted share fell to $0.24 from $0.28, and the company raised its 2026 Nareit FFO per share range to $2.35 to $2.37 from $2.34 to $2.37.
Net income attributable to Brixmor was $73.5 million, or $0.24 per diluted share, versus $85.1 million, or $0.28, in the second quarter of 2025.
Nareit FFO was $178.6 million, or $0.58 per diluted share, versus $171.5 million, or $0.56, a year earlier.
2026 guidance: Nareit FFO per diluted share of $2.35 to $2.37 (from $2.34 to $2.37), and same property NOI growth of 5.00% to 5.75% (from 4.75% to 5.50%).
The Board declared a quarterly dividend of $0.3075 per share, payable October 15, 2026 to holders of record on October 2, 2026.
Cadence reported second-quarter 2026 revenue of $1.584 billion, up from $1.275 billion a year earlier, and GAAP diluted EPS of $1.33 versus $0.59. The company raised its full-year 2026 revenue and non-GAAP EPS outlook and reported a record backlog of $8.1 billion, which signals higher expected revenue and earnings for shareholders.
Q2 2026 GAAP diluted EPS was $1.33 versus $0.59 in Q2 2025; non-GAAP diluted EPS was $2.11 versus $1.65.
FY 2026 revenue outlook raised to $6.26 billion to $6.34 billion; non-GAAP EPS outlook raised to $8.05 to $8.15.
Quarter-end backlog was a record $8.1 billion.
Q3 2026 revenue outlook is $1.595 billion to $1.625 billion, and the company expects to use about $200 million to repurchase shares in Q3.
Codexis sold 16,666,667 shares of common stock at $1.50 per share in an offering that closed on July 27, 2026, with net proceeds of about $23.1 million after underwriting discounts and estimated expenses. The sale adds cash to the company but also issues new shares to investors, which spreads existing shareholders' ownership across a larger share count.
Offering: 16,666,667 shares at $1.50 per share, priced under an underwriting agreement dated July 23, 2026, with Piper Sandler & Co. and Cantor Fitzgerald & Co. as representatives
Closed July 27, 2026, with net proceeds of approximately $23.1 million
Underwriters have a 30-day option to buy up to 2,500,000 additional shares
Company and directors and executive officers agreed to a 90-day lock-up from July 23, 2026, barring sales without Representatives' consent
Independent Bank Corporation increased its board from 10 to 11 members and appointed attorney Nathan E. Tagg to fill the new seat, effective July 21, 2026, under the merger agreement for HCB Financial Corp. Mr. Tagg also joins the Audit Committee, which gives a former HCB director a role in overseeing the company's financial reporting.
Board increased from 10 to 11 members; Nathan E. Tagg appointed effective July 21, 2026
Tagg previously served on the HCB Financial Corp. and Highpoint Community Bank boards until the acquisition closed on July 1, 2026
Tagg appointed to the Audit Committee and to the Independent Bank and Highpoint Community Bank boards
Tagg is a partner at Tripp, Tagg & Storrs, Attorneys, where he has practiced since 2009
Capital City Bank Group, Inc. posted a second quarter 2026 investor presentation on its website and furnished a copy as Exhibit 99.1 to this report. The filing does not include financial results, guidance, or any new corporate action, so it is a routine disclosure for shareholders.
The filing is dated July 27, 2026 and was signed by Jeptha E. Larkin, Executive Vice President and Chief Financial Officer.
The presentation is furnished as Exhibit 99.1 under Regulation FD (Item 7.01).
The company states the information is furnished and not deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934.
The filing also includes a Cover Page Interactive Data File as Exhibit 104.
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