1,916 material Form 8-K filings that 1,609 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).
Lemonade's board named Senior Vice President Finance Nick Stead as chief financial officer, effective January 1, 2027, replacing Tim Bixby, who will move to a Class III board seat on the same date. The change is a planned leadership succession, and compensation terms for both men are still to be disclosed in a later amendment.
Board approved the changes on July 27, 2026; Bixby moves from CFO to Class III director effective January 1, 2027
Nick Stead, 33, currently SVP Finance, will become CFO and principal financial and accounting officer effective January 1, 2027
Stead joined Lemonade in December 2019 and was promoted to SVP Finance in July 2024
Compensation for Stead and any transition agreement with Bixby will be disclosed in a future 8-K amendment
Lemonade reported second-quarter 2026 results, with revenue up 79% to $294.4 million and gross profit up 76% to $113.2 million. Net loss was $43.4 million, or $0.56 per share, compared with $43.9 million, or $0.60 per share, a year earlier. The company also gave third-quarter and full-year 2026 guidance and said it still expects positive Adjusted EBITDA in the fourth quarter.
Revenue rose to $294.4 million from $164.1 million in Q2 2025; in force premium grew 32% to $1.43 billion
Net loss was $43.4 million ($0.56 per share) versus $43.9 million ($0.60 per share) in Q2 2025
Adjusted EBITDA loss narrowed to $18.7 million from $40.9 million; full-year 2026 Adjusted EBITDA loss guidance is $51 million to $47 million
Full-year 2026 revenue guidance is $1,214 million to $1,220 million; company expects Q4 2026 Adjusted EBITDA of about $8 million
OGE Energy reported second quarter 2026 net income of $116.3 million, or $0.56 per diluted share, up from $107.5 million, or $0.53, a year earlier. Operating revenues fell to $711.9 million from $741.6 million, and the company left its 2026 earnings guidance unchanged at $2.43 per diluted share, within a range of $2.38 to $2.48.
Q2 2026 diluted EPS was $0.56, versus $0.53 in Q2 2025; net income was $116.3 million, versus $107.5 million.
Operating revenues were $711.9 million in Q2 2026, down from $741.6 million in Q2 2025.
OG&E contributed $0.58 per diluted share, while Other Operations posted a loss of $0.02 per diluted share.
2026 consolidated EPS guidance remains $2.43, within a range of $2.38 to $2.48, assuming normal weather for the rest of the year.
In a July 29, 2026 press release, MacKenzie Realty Capital said it is under contract to buy over $1 million of National Healthcare Properties shares at $7.27 per share, with the offer size raised from 150,000 to 300,000 shares, and plans to fund the purchase with a new loan from Streeterville Capital. The company also said its subsidiary, MacKenzie Apartment Communities, declared its first dividend to MKZR, and that its Aurora at Green Valley development is now 100% leased.
Under contract to buy over $1 million of NHP shares at $7.27 per share; offer raised from 150,000 to 300,000 shares
Purchase to be financed by an additional loan from Streeterville Capital, a division of Chicago Venture Partners, expected within the coming weeks
Subsidiary MacKenzie Apartment Communities declared and paid a first dividend of $0.045 per share for the quarter ending June 30, 2026
Westin Acquisition Corp, a Cayman Islands special purpose acquisition company, signed a business combination agreement on July 22, 2026 with First Choice Healthcare Solutions, Inc. Under the deal, Westin will redomicile to Nevada as Wellgevity 360, Inc. and First Choice will become a wholly owned subsidiary, with the company valued at an equity value of up to approximately $650 million. The transaction requires shareholder and SEC approvals and is expected to close in the fourth quarter of 2026, so shareholders will face a vote and potential dilution from new shares issued.
Business combination agreement signed July 22, 2026; Westin to redomicile to Nevada as Wellgevity 360, Inc.
Equity value of up to approximately $650 million, paid in PubCo common stock
PIPE investors may buy up to $10,000,000 of PubCo preferred stock, with no subscription agreements executed yet
Transaction expected to close in the fourth quarter of 2026, subject to shareholder and SEC approvals
Sound Financial Bancorp reported second-quarter 2026 net income of $2.5 million, or $0.98 diluted earnings per share, up from $1.6 million ($0.61) in the first quarter and $2.1 million ($0.79) a year earlier. The company said net interest margin rose to 3.73%, helped by a large prepayment penalty on a commercial loan that it does not expect to repeat. The board also declared a $0.21 per share cash dividend payable August 21, 2026.
Q2 2026 net income of $2.5 million, or $0.98 diluted EPS, compared with $0.61 in Q1 2026 and $0.79 in Q2 2025
Net interest margin of 3.73%, up from 3.51% in Q1 2026 and 3.67% in Q2 2025
Total deposits fell $37.6 million to $930.9 million at June 30, 2026; total assets were $1.07 billion
Cash dividend of $0.21 per share, payable August 21, 2026 to stockholders of record on August 7, 2026
Axiom Intelligence Acquisition Corp 1, a special purpose acquisition company, issued an unsecured, non-interest-bearing promissory note of up to $1,000,000 to its sponsor on July 27, 2026, to fund working capital. The note can be converted at the sponsor's option into units priced at $10.00 each, which would add shares and rights to the company's share count; for shareholders, this is a routine sponsor funding arrangement with potential dilution if converted.
Note principal of up to $1,000,000 issued July 27, 2026 to Axiom Intelligence Holdings 1 LLC, the sponsor
Note bears no interest and matures on the earlier of an initial business combination closing or liquidation
Sponsor may convert outstanding amounts into units at $10.00 per unit; each unit holds one Class A ordinary share and one right to receive one-tenth of a share
Rush Enterprises reported second-quarter 2026 revenue of $1.9 billion, down 1.6% from the prior year, while net income rose slightly to $72.8 million, or $0.91 per diluted share, from $0.90. The company also declared a three-for-two stock split and a post-split quarterly cash dividend of $0.14 per share, a 10.5% increase, which would change the share count and per-share dividend for shareholders.
Q2 2026 revenue was $1.900 billion versus $1.931 billion in Q2 2025.
Net income was $72.8 million, or $0.91 per diluted share, versus $72.4 million, or $0.90, a year earlier.
Three-for-two stock split payable August 31, 2026, to holders of record on August 11, 2026.
Quarterly cash dividend of $0.14 per share payable September 24, 2026, to holders of record on September 9, 2026.
On July 24, 2026, Cboe entered into a Third Amended and Restated Credit Agreement with Bank of America as administrative agent, providing a senior unsecured $400 million five-year revolving credit facility that matures July 24, 2031. The company may increase commitments by up to $200 million, to $600 million total, subject to lender agreement, and the facility replaces the prior agreement dated February 25, 2022.
Facility size: $400 million senior unsecured revolving credit, with a $25 million swing line sub-facility
Potential expansion: up to $200 million additional commitments, for a total of $600 million, subject to lender agreement
Maturity: July 24, 2031, unless terminated earlier
Financial covenants: minimum interest coverage ratio of 4.00 to 1.00 and maximum leverage ratio of 3.50 to 1.00, with step-ups to 4.25 and 4.00 under specified conditions
Market Technology Acquisition Corp closed its initial public offering of 20,500,000 units on July 27, 2026, generating gross proceeds of $205 million, including a partial exercise of the underwriters' over-allotment option. The company is a blank check company (SPAC) with no business combination announced in this filing, and funds in the trust account can generally not be released until a business combination is completed or shareholders redeem their shares.
IPO of 20,500,000 units at $10.00 per unit, including 500,000 units from the partial over-allotment exercise, for gross proceeds of $205,000,000
Concurrent private placement of 712,500 units for $7,125,000, bought by the Sponsor (452,500 units) and BTIG, LLC (260,000 units)
$206,500,000 placed in a U.S.-based trust account, equal to $10.05 per unit; the company has 21 months from the IPO closing to complete an initial business combination
Gary Greenberg appointed to the board on July 23, 2026, and to the Audit Committee chair role
Freshworks announced that Ryan Manning has been appointed Chief Product and Technology Officer, effective August 10, 2026. He will oversee the company's global product and engineering functions, a senior role covering core product development.
Ryan Manning appointed Chief Product and Technology Officer
Effective date: August 10, 2026
Will oversee global product and engineering functions
Announced July 28, 2026 in a filing under Item 8.01 (Other Events)
Blue Ridge Bankshares reported a second-quarter 2026 net loss of $0.2 million, or $0.00 per diluted share, compared with net income of $0.8 million in the first quarter of 2026 and $1.3 million in the second quarter of 2025. The loss was driven by a $2.1 million after-tax provision for credit losses, including a $1.5 million reserve on a single out-of-market loan relationship placed on nonaccrual, while excluding severance expense, pre-tax, pre-provision income improved to $2.9 million, a non-GAAP measure.
Net loss of $0.2 million, or $0.00 per diluted share, versus net income of $0.8 million, or $0.01, in the first quarter of 2026
After-tax provision for credit losses of $2.1 million; loans totaling $11.4 million placed on nonaccrual with a $1.5 million reserve
Excluding severance, pre-tax, pre-provision income rose to $2.9 million from $2.2 million in the prior quarter (non-GAAP)
Nonperforming assets rose to $32.8 million, or 1.41% of total assets, from $22.6 million at March 31, 2026
Ashland Inc. appointed Peter Thomas and Allen Spizzo as independent directors on July 27, 2026, and entered into a Cooperation Agreement with stockholder Ancora Holdings Group, LLC. The company also formed a Capital Allocation Advisory Committee to make recommendations to the Board on capital allocation strategy. The filing does not include financial results, so it gives shareholders governance changes rather than a measure of operating performance.
Peter Thomas and Allen Spizzo appointed as independent directors effective July 27, 2026; Board temporarily expands to 11 members, then reduces to 10 at the 2027 Annual Meeting
Cooperation Agreement with Ancora includes voting commitments and standstill obligations, and remains in effect through a Standstill Period tied to the 2028 Annual Meeting notice deadline
Capital Allocation Advisory Committee chaired by Scott A. Tozier, with Thomas as Vice Chair and Guillermo Novo as non-voting member
On July 28, 2026, SCE Recovery Funding LLC issued $1,953,948,000 of Senior Secured Recovery Bonds, Series 2026-A, under a prospectus dated July 21, 2026. The proceeds go to Southern California Edison, net of certain issuance costs, in exchange for recovery property created under a California Public Utilities Commission financing order. The filing does not disclose the bonds' interest rate or maturity.
Bonds totaling $1,953,948,000 issued July 28, 2026, under an indenture with The Bank of New York Mellon Trust Company as trustee.
Recovery property was created under a CPUC financing order issued May 23, 2026 (Decision No. 26-05-006), and sold to the issuer at closing.
Counsel Norton Rose Fulbright opined that bondholders would likely be able to challenge future state legislation that impairs the bonds, absent a significant public purpose justification by the state.
HF Sinclair said its Executive Vice President and General Counsel, Eric Nitcher, will retire from his executive officer role effective July 31, 2026. He is expected to stay on as an employee through the end of 2026 to support an orderly transition and serve in an advisory capacity, and the company has not yet named a successor. The filing states the retirement was not the result of any disagreement with the company or its Board.
Eric Nitcher, Executive Vice President and General Counsel, notified the Board on July 27, 2026 of his retirement.
Retirement from executive officer role is effective July 31, 2026.
Nitcher is expected to remain an employee through the end of 2026 in an advisory capacity.
A successor will be named at a later date; the filing states no disagreement led to the decision.
Wendy's filed an 8-K disclosing a one-time restricted stock unit award with a grant date fair value of $500,000 for E.J. Wunsch, President, International. The compensation committee approved it on July 22, 2026, following the appointment of Robert D. Wright as CEO, and the company says it aims to maintain continuity and recognize the International business.
Award: one-time restricted stock unit grant with a grant date fair value of $500,000 to E.J. Wunsch
Approved by the Compensation and Human Capital Committee on July 22, 2026; effective grant date August 11, 2026
Vests in substantially equal installments on each of the first two anniversaries of grant, subject to continued employment
Follows the appointment of Robert D. Wright as President and CEO
Verisk Analytics said its Executive Vice President and Chief Information Officer, Nick Daffan, will no longer hold that role effective August 3, 2026, following a determination made on July 27, 2026. Daffan will serve as Strategic Advisor through the end of 2026, and Chief Technology Officer Jeff Negrete will serve as interim Chief Information Officer in addition to his current role. The filing does not disclose any financial results or guidance changes.
Nick Daffan's CIO role ends effective August 3, 2026; he becomes Strategic Advisor through the end of 2026
Jeff Negrete, current Chief Technology Officer, will serve as interim Chief Information Officer
The determination was made on July 27, 2026
Separation terms follow Appendix A of the Senior Executive Severance Benefits Plan, as disclosed in an April 5, 2022 Form 8-K
Ashland reported preliminary third-quarter fiscal 2026 results, with sales up 7% to $497 million on higher volumes across all business units, while Adjusted EBITDA fell 4% to $109 million. The company reaffirmed its full-year sales and Adjusted EBITDA guidance but revised its adjusted EPS outlook to low-to-mid single-digit growth from mid-to-high single-digit growth, citing a higher tax rate.
Q3 sales of $497 million, up from $463 million; sales volumes rose 6%
Adjusted EBITDA of $109 million, down from $113 million, with a 21.9% margin
Income from continuing operations of $41 million, or $0.89 per diluted share, versus a loss of $719 million a year earlier, which included a $706 million goodwill impairment
Adjusted EPS outlook cut to low-to-mid single-digit growth from mid-to-high single-digit growth; sales ($1,835-$1,870 million) and Adjusted EBITDA ($385-$400 million) guidance reaffirmed
First Commonwealth reported second-quarter 2026 GAAP net income of $44.6 million, or $0.44 per diluted share, up from $37.5 million and $0.37 per share in the first quarter and from $33.4 million and $0.32 per share a year earlier. The company also declared a $0.14 quarterly dividend and authorized an additional $75.0 million share repurchase program, which shareholders may see as supporting per-share returns.
GAAP net income was $44.6 million, or $0.44 per diluted share, versus $0.37 in Q1 2026 and $0.32 in Q2 2025.
Net interest margin (FTE) was 4.01%, up from 3.92% in Q1 2026 and 3.83% in Q2 2025.
Net charge-offs rose to $11.4 million from $8.2 million in Q1 2026, while nonperforming loans fell to $81.6 million from $92.3 million.
Quarterly dividend of $0.14 per share is payable August 21, 2026 to shareholders of record as of August 7, 2026; an additional $75.0 million repurchase program was authorized on July 28, 2026.
Quad reported second-quarter 2026 net sales of $578 million, up 1% from a year earlier, and net earnings of $4 million, or $0.07 per diluted share, compared with a net loss of $0.1 million in the second quarter of 2025. Adjusted EBITDA was $42 million, slightly below $43 million a year earlier, and the company reaffirmed its full-year 2026 guidance. Net debt rose to $394 million at June 30, 2026, from $308 million at December 31, 2025.
Net sales were $578 million versus $572 million, driven by higher paper and logistics sales.
Net earnings were $4 million, or $0.07 diluted EPS, versus a net loss of $0.1 million; adjusted diluted EPS was $0.24 versus $0.14.
Adjusted EBITDA was $42 million versus $43 million; full-year 2026 adjusted EBITDA guidance of $175 million to $215 million is unchanged.
Net debt was $394 million at June 30, 2026, up from $308 million at December 31, 2025; a $0.10 quarterly dividend is payable September 4, 2026.
Diodes Incorporated's Board elected Evan Yu, a former Diodes senior vice president who retired in January 2023, as an independent director effective August 1, 2026. The filing describes his prior roles at the company and in the semiconductor industry, and states that he qualifies as independent under Nasdaq and Rule 10A-3 standards.
Board elected Evan Yu on July 27, 2026, effective August 1, 2026
Yu previously served as Senior Vice President, Worldwide Power Products, joining the company in 2008 and retiring in January 2023
Before Diodes, Yu was CEO of Commit Inc. and worked at Texas Instruments for 15 years
Company issued a press release dated July 28, 2026 (Exhibit 99.1) announcing the appointment
FirstEnergy reported second quarter 2026 GAAP earnings of $288 million, or $0.50 per share, up from $268 million, or $0.46 per share, a year earlier, on revenue of $3.7 billion. Core Earnings, its non-GAAP measure, were $0.50 per share, down from $0.52 in the second quarter of 2025, and the company reaffirmed its 2026 Core EPS guidance range of $2.62 to $2.82 per share, so shareholders see higher GAAP profit and an unchanged outlook alongside a slight decline in the core per-share figure.
Q2 2026 GAAP earnings were $288 million ($0.50 per share), versus $268 million ($0.46 per share) in Q2 2025; revenue was $3.7 billion versus $3.4 billion.
Core EPS was $0.50 per share versus $0.52 a year earlier; the company said Q2 results were in line with plan.
2026 Core EPS guidance of $2.62 to $2.82 per share was reaffirmed; the 2026 capital plan is $6 billion, with $2.9 billion deployed through the first half.
Contracted data center demand reached 6.4 GW, and West Virginia demand rose 137% to 4.3 GW; a webcast is scheduled for 9:00 a.m. EDT on July 29, 2026.
Ranger Energy Services presented its second quarter 2026 results on July 28, 2026, in a slide deck furnished under Item 7.01. The company reported Adjusted EBITDA of $28.6 million and free cash flow of $20.0 million for the quarter, while net income was $6.9 million compared with $7.3 million a year earlier. Adjusted EBITDA improved from the first quarter, but the filing does not include a total revenue figure or guidance.
Q2 2026 Adjusted EBITDA was $28.6 million, versus $23.3 million in Q1 2026 and $20.6 million in Q2 2025
Q2 2026 net income was $6.9 million, versus $7.3 million in Q2 2025
Free cash flow was $20.0 million in Q2 2026, after negative $21.7 million in Q1 2026
Total share repurchases exceed 4.6 million shares, about 19% of shares outstanding as of June 30, 2026
Acadia Healthcare reported second-quarter 2026 results on July 28, 2026. Revenue was $865.8 million, roughly flat from a year earlier, while net income attributable to Acadia fell to $10.9 million, or $0.12 per diluted share, from $30.1 million, or $0.33, and Adjusted EBITDA dropped 26% to $149.2 million, including a $28.6 million professional and general liability reserve adjustment. The company raised the low end of its full-year 2026 ranges for revenue, Adjusted EBITDA, Adjusted EPS and operating cash flow, and lowered the top end of its capital expenditure range, which matters to shareholders because it shows weaker quarterly profit alongside a modestly higher outlook.
Revenue $865.8 million vs. $869.2 million in Q2 2025; same-facility revenue flat year over year
Net income attributable to Acadia $10.9 million, or $0.12 per diluted share, vs. $30.1 million, or $0.33, a year earlier
Full-year 2026 Adjusted EPS guidance $1.45 to $1.60, up from $1.35 to $1.60 in April; Adjusted EBITDA $590 million to $615 million vs. $580 million to $615 million
Conference call scheduled for Wednesday, July 29, 2026, at 9:00 a.m. Eastern Time
The Hanover Insurance Group reported second-quarter 2026 net income of $191.6 million, or $5.38 per diluted share, up from $157.1 million, or $4.30, a year earlier. Operating income rose to $189.2 million, or $5.31 per share, from $158.7 million, or $4.35, and the combined ratio improved to 91.2% from 92.5%. CEO John C. Roche said he plans to retire at the end of 2026, a leadership change shareholders will track.
Net income $191.6 million ($5.38 per diluted share) vs. $157.1 million ($4.30) in Q2 2025
Operating income $189.2 million ($5.31 per diluted share) vs. $158.7 million ($4.35); combined ratio 91.2% vs. 92.5%
Roche plans to retire at the end of 2026; Dick Lavey named as a key figure in the transition
Company repurchased about $55 million of stock in Q2; about $660 million remains under a $700 million authorization
Extra Space Storage reported second-quarter 2026 net income of $1.25 per diluted share, up 5.9% from a year earlier, and Core FFO of $2.15 per diluted share, up 4.9%. The company raised its full-year 2026 Core FFO estimate to $8.25 to $8.40 per share from $8.05 to $8.35, which signals a higher expected earnings level for shareholders.
Q2 2026 net income of $1.25 per diluted share, up 5.9% from the same period in 2025
Q2 2026 Core FFO of $2.15 per diluted share, up 4.9%; same-store NOI rose 3.5%
2026 Core FFO outlook raised to $8.25 to $8.40 per share from $8.05 to $8.35 (July 28, 2026)
Same-store occupancy was 94.2% at June 30, 2026, versus 94.4% a year earlier
Southern Cross Acquisition I Corp., a blank check company, completed its initial public offering of 11,500,000 units at $10.00 per unit on July 22, 2026, for gross proceeds of $115,000,000. The full $115,000,000 was placed in a trust account for public shareholders, and the company must complete a business combination within 12 months or redeem public shares. The company's auditor included a going concern warning, stating that substantial doubt exists about its ability to continue.
11,500,000 units sold at $10.00 each on July 22, 2026, including 1,500,000 units from the full exercise of the underwriters' over-allotment option
Sponsor bought 239,300 private units at $10.00 each for gross proceeds of $2,393,000
$115,000,000 placed in a trust account maintained by Continental Stock Transfer & Trust Company
Auditor TAAD, LLP cited substantial doubt about going concern due to the 12-month deadline to complete a business combination
WM reported second-quarter 2026 revenue of $6.7 billion, up 4.0%, and diluted EPS of $1.95 versus $1.80 a year earlier. The company kept its full-year adjusted operating EBITDA ($8.15 billion to $8.25 billion) and free cash flow ($3.75 billion to $3.85 billion) outlooks but lowered its revenue outlook by approximately 0.6%, which matters to shareholders because it trims the top-line forecast even as profit measures improved.
Q2 2026 revenue $6,684 million vs. $6,430 million in Q2 2025; diluted EPS $1.95 vs. $1.80 as reported
Q2 2026 net cash provided by operating activities $1.73 billion vs. $1.55 billion; free cash flow $1.10 billion vs. $818 million
Full-year 2026 revenue outlook now $26.275 billion to $26.475 billion, a reduction of approximately 0.6%; adjusted operating EBITDA and free cash flow outlooks unchanged
Company returned $1.04 billion to shareholders in Q2, including $659 million in share repurchases and $379 million in dividends; webcast set for July 29, 2026 at 10:00 a.m. ET
Cadiz's subsidiary Fenner Gap Mutual Water Company signed two construction manager at risk agreements on July 27, 2026, with guaranteed maximum prices totaling about $273.8 million for the Northern Pipeline. The company estimates total construction capital expenditures to place the pipeline into service at about $403.3 million, so the agreements cover most of the estimated cost and set a defined budget for the Mojave Groundwater Bank financing.
Lyles Agreement: guaranteed maximum price of about $218.9 million for pump-station facilities, with 15% project contingency.
Bubalo Agreement: guaranteed maximum price of about $54.9 million for pipeline replacement, with 10% project contingency.
Estimated total construction capital budget is about $403.3 million, including $129.5 million for owner-procured equipment and other items.
Construction starts after notices to proceed and financing and permitting conditions are met; the agreements assume a September 2026 notice to proceed.
Trustmark reported second quarter 2026 net income of $63.5 million, or $1.08 per diluted share, up from $55.8 million and $0.92 per share a year earlier. The results include $6.9 million of non-routine gains; excluding them, operating net income was $56.7 million, or $0.97 per diluted share. Loans, deposits and net interest income grew, and nonperforming assets fell 47.3% linked-quarter.
Net income $63.5 million and diluted EPS $1.08 for Q2 2026, versus $0.95 in Q1 2026 and $0.92 in Q2 2025
Non-routine items added $6.9 million, or $0.11 per diluted share, including a $4.2 million pre-tax gain on a mortgage loan sale
Deposits rose $358.7 million, or 2.3%, to $16.1 billion; net interest margin was 3.84%
Quarterly cash dividend of $0.25 per share payable September 15, 2026, to holders of record on September 1, 2026
Renasant Corporation reported second-quarter 2026 net income of $87.1 million, or $0.94 diluted EPS, compared with $88.2 million and $0.94 in the first quarter and $1.0 million and $0.01 in the second quarter of 2025. Adjusted diluted EPS (non-GAAP) was $0.94, up from $0.69 a year earlier, and the company raised its quarterly dividend to $0.24 per share.
Net income was $87.1 million, down from $88.2 million in the first quarter of 2026; diluted EPS was flat at $0.94.
Net interest margin was 3.83%, down 4 basis points linked quarter; net interest income was $227.7 million on a fully tax equivalent basis.
Company repurchased $60.0 million of common stock in the second quarter, with $101.8 million of authorization remaining as of June 30, 2026.
Total deposits decreased $398.4 million linked quarter, including $367.7 million of seasonal outflows in public fund deposits.
Western New England Bancorp reported second-quarter 2026 net income of $3.6 million, or $0.18 per diluted share, down from $4.6 million, or $0.23, a year earlier. A $1.8 million partial charge-off on a participation loan after the borrower filed for Chapter 11 bankruptcy raised credit loss provisions, while net interest income rose 9.5% from a year earlier. The Board also declared a $0.07 quarterly cash dividend payable August 26, 2026.
Q2 2026 net income $3.6 million, or $0.18 per diluted share, versus $4.6 million, or $0.23, in Q2 2025 and $4.8 million, or $0.24, in Q1 2026
Six-month net income $8.4 million, or $0.42 per diluted share, versus $6.9 million, or $0.34, a year earlier
Provision for credit losses of $1.6 million in Q2 2026, including a $1.8 million partial charge-off on a participation loan tied to a June 4, 2026 Chapter 11 filing
Quarterly cash dividend of $0.07 per share, payable on or about August 26, 2026, to holders of record on August 12, 2026
TPG RE Finance Trust reported GAAP net income attributable to common stockholders of $9.4 million, or $0.12 per diluted share, and Distributable Earnings of $17.6 million, or $0.23 per share, for the quarter ended June 30, 2026. Book value per common share fell to $10.95 from $11.06 at March 31, 2026, and quarterly Distributable Earnings were below the $0.24 common dividend declared on June 12, 2026, though management said first-half Distributable Earnings fully covered the year-to-date dividend.
GAAP net income attributable to common stockholders was $9.4 million, or $0.12 per diluted share, on 78.0 million diluted weighted average shares.
Distributable Earnings were $17.6 million, or $0.23 per share, versus the $0.24 per share common dividend declared June 12, 2026.
Book value per common share was $10.95 at June 30, 2026, compared with $11.06 at March 31, 2026.
The company closed a $400.0 million Term Loan B due 2033 and a $100.0 million Revolving Credit Facility due 2031, and extended the Wells Fargo secured credit agreement to 2028 with capacity raised to $850.0 million.
NeuroPace received an FDA communication that its Premarket Approval Supplement to expand the RNS System indication to drug-resistant idiopathic generalized epilepsy is not approvable as submitted, and FDA has requested additional clinical evidence. The company says it will file a Submission Issue Request and amend the submission, and that its guidance does not include any contribution from the expanded indication.
FDA communication was received on the PMA-S target due date, and the company says it has begun working with FDA on the review team and a subsequent SIR meeting.
FDA requested additional clinical evidence from the NAUTILUS trial and literature supporting the submission.
At 18 months, patients treated with the RNS System had a 77% median reduction in GTC seizures from baseline, and 40% achieved GTC seizure freedom.
Full second quarter 2026 results and any full year outlook updates are scheduled for the August 11, 2026 earnings call.
Veralto reported second-quarter 2026 results for the quarter ended July 3, 2026, with sales up 7.6% to $1,474 million and GAAP diluted earnings per share of $0.98, compared with $0.89 a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance to $4.35 to $4.43 from $4.20 to $4.28, a range that includes a $0.05 per share benefit from IEEPA tariff refunds received in the second quarter. For shareholders, sales, profit and the full-year outlook all improved, though the company's guidance now includes a one-time tariff refund benefit.
Q2 sales rose 7.6% year over year to $1,474 million; non-GAAP core sales grew 4.2%, with Water Quality up 5.7%.
GAAP diluted EPS was $0.98 versus $0.89 a year earlier; adjusted diluted EPS was $1.11 versus $0.93.
Full-year 2026 adjusted diluted EPS guidance raised to $4.35 to $4.43 from $4.20 to $4.28.
Full-year core sales growth guidance raised to 4.0% to 4.5% from 3.0% to 4.5%; Q3 adjusted EPS guidance is $1.06 to $1.09.
Seven Hills Realty Trust (SEVN) reported a net loss of $0.9 million, or $0.04 per diluted share, for the quarter ended June 30, 2026, compared with net income of $2.7 million, or $0.18 per share, a year earlier. Distributable Earnings fell to $5.1 million, or $0.23 per share, from $4.5 million, or $0.31 per share, and the quarterly distribution of $0.28 per share was 122% of Distributable Earnings, a shortfall shareholders should weigh against the dividend.
Net loss of $0.9 million ($0.04 per diluted share) in Q2 2026 vs. net income of $2.7 million ($0.18 per share) in Q2 2025.
Provision for credit losses rose to $4.9 million in Q2 2026 from $0.9 million in Q2 2025.
Distributable Earnings of $5.1 million ($0.23 per share); quarterly distribution of $0.28 per share declared July 9, 2026, payable on or about August 13, 2026.
Originated three loans totaling $75.0 million and received $85.2 million in repayments; cash on hand was $70.0 million at June 30, 2026.
The Cheesecake Factory reported second-quarter fiscal 2026 results, with revenue of $1,029.6 million and net income of $68.4 million, both up from the prior-year quarter. Comparable restaurant sales rose 5.8%, and the company repeated its plan to open as many as 26 restaurants in fiscal 2026, while the board declared a $0.30 quarterly dividend.
Total revenues were $1,029.6 million versus $955.8 million a year earlier.
Net income was $68.4 million, or $1.41 per diluted share, versus $54.8 million, or $1.14, a year earlier.
Adjusted diluted EPS was $1.44 versus $1.16 a year earlier; the company cited a $1.4 million pre-tax net expense tied to acquisition items, impairments and lease terminations.
The board declared a $0.30 per share dividend payable August 25, 2026, to holders of record on August 11, 2026.
Chemed reported second-quarter 2026 revenue of $673.3 million, up 8.8%, and GAAP diluted EPS of $5.13, up 43.7% from the prior-year quarter. The company raised its full-year 2026 adjusted diluted EPS guidance to $25.00 to $25.75, mainly because VITAS performed better than expected, which benefits shareholders.
Q2 2026 revenue $673.3 million, up 8.8%; adjusted diluted EPS $6.06, up 41.9%
VITAS net patient revenue $443.3 million, up 11.9%; Roto-Rooter revenue $229.9 million, up 3.3%
2026 adjusted diluted EPS guidance raised to $25.00-$25.75 from $24.00-$24.75
Repurchased 210,000 shares for $89.8 million in the quarter; about $139.8 million authorization remains
Crane Company reported second quarter 2026 results on July 28, 2026, with GAAP EPS from continuing operations of $1.63, up from $1.37, and record adjusted EPS of $1.79, up from $1.52. Net sales rose 25.6% to $724.7 million, with 5.2% core growth and 19.8% from acquisitions, and the company raised its full-year adjusted EPS outlook to $6.85-$7.05 from $6.65-$6.85. Adjusted results exclude tariff refunds, and the filing notes that acquisitions drove much of the sales growth.
Q2 GAAP EPS from continuing operations was $1.63 versus $1.37 a year earlier; adjusted EPS was a record $1.79 versus $1.52.
Net sales were $724.7 million, up 25.6%: 5.2% core growth, 19.8% from acquisitions and 0.6% from foreign exchange.
Full-year 2026 adjusted EPS outlook raised to $6.85-$7.05 from $6.65-$6.85.
Quarterly dividend of $0.255 per share is payable September 9, 2026 to shareholders of record as of August 31, 2026.
Slide Insurance Holdings reported second quarter 2026 net income of $134.9 million, up 92.4% from $70.1 million a year earlier, with diluted EPS of $1.06 versus $0.56. Total revenue rose 47.9% to $386.8 million, and the combined ratio improved to 57.6% from 67.4%. The company reiterated its full-year 2026 outlook for gross written premiums of $1.85 billion to $1.95 billion and net income of $455 million to $470 million, and declared an initial quarterly dividend of $0.07 per share.
Q2 2026 gross premiums written rose 16.7% to $508.0 million; total revenue rose 47.9% to $386.8 million.
Diluted EPS was $1.06 versus $0.56 in the prior-year quarter; combined ratio improved to 57.6% from 67.4%.
Full-year 2026 outlook reiterated: gross written premiums of $1.85 billion to $1.95 billion and net income of $455 million to $470 million.
Initial quarterly dividend of $0.07 per share is payable August 28, 2026, to holders of record as of August 14, 2026.
Haemonetics' board elected Martin Madaus, a Carlyle Group Senior Operating Executive, as a director effective July 24, 2026. At the same meeting, shareholders re-elected eight directors, approved an advisory say-on-pay vote, ratified Ernst & Young LLP as auditor, and approved amended 2019 Long-Term Incentive Compensation and 2007 Employee Stock Purchase Plans. The plan changes authorize 4,680,000 additional shares under the incentive plan and extend both plans through 2036.
Martin Madaus elected director effective July 24, 2026; expected to join the Audit Committee and Governance and Compliance Committee
Non-employee director annual equity award with an approximate value of $200,000
Shareholders approved the incentive plan amendment, which authorizes 4,680,000 additional shares, with 37,730,923 votes for and 2,055,726 against
Ellen Zane, Christopher Simon and six other nominees re-elected for one-year terms expiring in 2027
PPG reported second quarter 2026 net sales of $4.5 billion, up 7% from a year earlier, with organic sales up 4%. Reported earnings per diluted share fell 1% to $1.96, while adjusted EPS was flat at $2.23. The company reaffirmed its full-year 2026 adjusted EPS guidance of $7.70 to $8.10, so shareholders see higher sales alongside flat-to-lower profit.
Net sales of $4,495 million, up 7% from $4,195 million in the second quarter 2025
Reported EPS of $1.96 versus $1.98 a year earlier; adjusted EPS of $2.23 versus $2.22
Full-year 2026 adjusted EPS guidance reaffirmed at $7.70 to $8.10
Share repurchases totaled $75 million in the quarter and $175 million year to date
Franklin Street Properties reported a second-quarter 2026 GAAP net loss of $16.6 million, or $0.16 per share, compared with a net loss of $7.9 million, or $0.08 per share, a year earlier. Revenue fell to $26.4 million from $26.7 million, and the company's leased share of its owned portfolio dropped to 67.4% from 68.9% at year-end 2025, which weighs on shareholders' earnings outlook.
Q2 2026 net loss was $16.6 million ($0.16 per share) versus $7.9 million ($0.08 per share) in Q2 2025, including a $7.7 million loss on property sales and impairments.
Q2 2026 revenue was $26.4 million, down from $26.7 million a year earlier; FFO was $1.6 million ($0.02 per share).
Owned portfolio was 67.4% leased as of June 30, 2026, down from 68.9% on December 31, 2025.
Expanded strategic review now has BofA Securities and JLL Real Estate Investment Banking as co-financial advisers; Greenwood Plaza was sold on July 8, 2026 for approximately $19.4 million.
AXIS Capital reported second quarter 2026 net income available to common shareholders of $251 million, or $3.38 per diluted share, up $35 million from the second quarter of 2025. Operating income fell 19% to $211 million, and underwriting income fell 24% to $143 million as the combined ratio rose to 93.1% from 88.9%. The results were furnished in a press release, an investor financial supplement and a presentation, and shareholders get a higher GAAP profit alongside weaker operating and underwriting measures.
Net income available to common shareholders was $251 million, or $3.38 per diluted share, for the quarter ended June 30, 2026.
Operating income was $211 million, or $2.84 per diluted share, down $51 million, or 19%, from the second quarter of 2025.
Combined ratio was 93.1% versus 88.9% a year earlier, producing underwriting income of $143 million, down 24%.
Book value per diluted common share was $80.67 at June 30, 2026; a second quarter earnings call is set for July 29, 2026 at 8:30 a.m. ET.
Unum Group reported second-quarter 2026 net income of $256.9 million, or $1.61 per diluted share, down from $335.6 million, or $1.92, a year earlier. Adjusted per-share operating income rose to $2.16 from $2.06, but adjusted operating income in dollars fell to $346.0 million from $360.2 million, as the company absorbed a $75.4 million Closed Block segment loss and $30.7 million in strategic actions charges before tax.
Net income $256.9 million ($1.61 per diluted share) in Q2 2026, versus $335.6 million ($1.92) in Q2 2025
After-tax adjusted operating income $346.0 million ($2.16 per diluted share), versus $360.2 million ($2.06) a year earlier
Closed Block segment adjusted operating loss of $75.4 million and strategic actions impact of $30.7 million before tax
Full-year 2026 outlook for after-tax adjusted operating income per share of $8.60 to $8.90
AT&T completed its previously announced purchase of wireless spectrum licenses from EchoStar for approximately $23 billion on July 28, 2026. The company drew $14.5 billion across two term loans to help fund the purchase, and it reiterated its second-quarter 2026 financial outlook and capital allocation plan.
Purchase price of approximately $23 billion in cash for 600 MHz and 3.45 GHz band licenses, closed July 28, 2026
Term loan draws: $11.5 billion on a two-year facility and $3.0 billion on a 364-day facility, under a $17.5 billion Delayed Draw Term Loan Credit Agreement with Bank of America, N.A. as agent
AT&T reiterated the financial outlook and capital allocation plan from its second-quarter 2026 earnings release
Landstar System reported second-quarter 2026 revenue of $1.432 billion and earnings per share of $1.44, both up from the 2025 second quarter. Higher insurance and claims expense, mainly from unfavorable development of prior years' claims, weighed on results, and the Board raised the quarterly dividend by 10%.
Revenue of $1.432 billion rose 18.2% from $1.211 billion; EPS of $1.44 rose 20.0% from $1.20.
Insurance and claims expense was $39.4 million in the second quarter, up from $30.4 million a year earlier.
Quarterly dividend raised to $0.44 per share from $0.40, payable September 9, 2026 to holders of record on August 18, 2026.
No shares were repurchased in the second quarter; $22.6 million was spent on buybacks in the first half of 2026, leaving 1,115,195 shares authorized.
Artisan Partners reported second-quarter 2026 results on July 28, 2026. Revenue rose 9% from a year earlier to $307.9 million, and GAAP earnings per share were $1.11, up from $0.94. Net client outflows of $10.5 billion and a decision to wind down the U.S. Value business, expected to be largely complete by the end of the third quarter, weighed on the quarter, and the board declared a $0.80 per share dividend.
Revenue was $307.9 million, up 9% from $282.8 million in the second quarter of 2025; GAAP operating income was $84.6 million, up 6%.
Adjusted operating income was $101.4 million, up 13%; adjusted earnings per share were $0.94, up from $0.83.
Net client outflows totaled $10.5 billion, including $6.4 billion from U.S. Value strategies; the wind-down is expected to be largely complete by the end of the third quarter.
The board declared a variable quarterly dividend of $0.80 per share, payable August 31, 2026, to holders of record as of August 17, 2026.
Acadia Realty Trust reported second quarter 2026 results and raised its full-year 2026 guidance for net earnings, NAREIT FFO and FFO As Adjusted. Quarterly net earnings per share rose to $0.05 from $0.01, mainly due to a gain on sale of properties, while total revenues fell to $95.4 million from $100.6 million.
Q2 2026 FFO As Adjusted was $44.7 million, or $0.31 per share, versus $0.28 in Q2 2025
Full-year 2026 FFO As Adjusted guidance raised to $1.24-$1.26 per share from $1.22-$1.26
Q2 2026 total revenues were $95.4 million, down from $100.6 million a year earlier
Same-property NOI grew 8.7% in the REIT Portfolio for the quarter
American Shared Hospital Services entered a Third Amendment with Fifth Third Bank that lets the lender hold off enforcing asserted loan defaults until June 30, 2027, while adding restrictions such as a required sale process for company assets. The company also took a $2,000,000 subordinated note from a lender tied to its Executive Chairman, with a warrant for 220,000 shares, which adds debt and potential share dilution.
Lender agreed to forbear from enforcing asserted Events of Default from July 22, 2026 until June 30, 2027.
Company must pursue a sale of all or part of its assets and pay certain fees to the lender if sale milestones are missed.
$2,000,000 Promissory Note to RCS/TIG Holdings LLC, 10% annual interest, due July 21, 2027; the lender's manager is Executive Chairman Raymond Stachowiak.
Warrant to buy up to 220,000 common shares at $1.45 per share, exercisable through July 21, 2027.
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