504 material Form 8-K filings that 412 companies we cover made with the SEC in September 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).
Ryman Hospitality Properties completed its purchase of the JW Marriott Orlando Grande Lakes Resort and The Ritz-Carlton Orlando, Grande Lakes on September 1, 2026, for approximately $1.38 billion. The company also revised its 2026 guidance to include the property, raising its adjusted EBITDAre midpoint while lowering its per-share earnings midpoint.
Purchase price of approximately $1.38 billion was funded by a 5,865,000-share stock offering at $117.00 per share (closed August 12, 2026), $700 million of 6.250% senior notes due 2035 (closed August 25, 2026), and cash on hand.
Full-year 2026 consolidated Adjusted EBITDAre guidance midpoint rose to $926.5 million from $894.0 million; Grande Lakes Orlando contributes a $32.5 million midpoint.
Net income available to common stockholders per diluted share guidance midpoint fell to $3.93 from $4.11; Adjusted FFO per diluted share midpoint fell to $9.08 from $9.13.
The company does not expect to update guidance before its next quarterly earnings release.
Hornbeck Offshore completed mergers with Legacy Hornbeck, as shown by new Jones Act warrant agreements dated September 1, 2026, and a reconstituted board with William L. Transier as chairman. The filing also shows the termination of a $120 million Helix credit facility with no outstanding borrowings, an increase in revolving commitments to $125 million, and the departure of the chief executive, chief financial officer and general counsel.
Company issued 37,818,435 shares of common stock to consenting Legacy Hornbeck stockholders and assumed 8,617,903 Jones Act Warrants.
Helix terminated its $120 million asset-based credit facility with Bank of America; there were no outstanding borrowings.
First Incremental Facility Amendment raises revolving commitments to $125 million from $75 million, with $175 million of uncommitted incremental capacity.
Owen Kratz (CEO), Erik Staffeldt (CFO) and Ken Neikirk (general counsel) no longer hold their roles as of the Effective Time; Transier was appointed chairman.
Yum! Brands completed the sale of its global Pizza Hut business, excluding mainland China, to Toppings TopCo, LLC (identified in the press release as LongRange Capital) on September 1, 2026, for $1,488,000,000 in cash, subject to adjustments. Pizza Hut China was sold separately to Yum China Holdings, Inc., which closed on August 7, 2026, bringing the two transactions to $2.7 billion in aggregate. Pizza Hut CEO Aaron Powell resigned from all Company positions effective the same day.
Pizza Hut ex-China sold for approximately $1.5 billion in cash, plus a possible earn-out of $75 million by 2030 tied to future performance
Pizza Hut China sale to Yum China Holdings, Inc. closed August 7, 2026; combined sale value $2.7 billion
Aaron Powell resigned as Pizza Hut CEO and from all other Company positions effective September 1, 2026
Chris Turner, Chief Executive Officer of Yum! Brands, describes the company as now more focused
Korn Ferry completed its acquisition of AMS, a UK-headquartered talent and organizational consulting firm, on September 1, 2026. The company paid about £473 million and $326 million in cash and issued 3,118,628 shares of common stock to the sellers, and the combined firm now has nearly 17,000 colleagues in more than 130 offices. Shareholders will see the share issuance and cash outlay, and the financial statements and pro forma information for the deal have not yet been filed.
Acquisition closed September 1, 2026; AMS is now an indirect wholly owned subsidiary of Korn Ferry
Cash paid: about £473 million and $326 million, covering seller proceeds, AMS debt repayment and other obligations
Issued 3,118,628 shares of Korn Ferry common stock to the sellers, exempt from registration under Section 4(a)(2)
Financial statements and pro forma information will be filed by amendment within 71 calendar days
Albany International said it completed its strategic review of the Amelia Earhart Drive facility in Salt Lake City and will keep the site, following an amended CH-53K contract with Sikorsky and new business wins. The company also reversed part of a forward loss reserve from the third quarter of 2025 and raised its third-quarter 2026 adjusted EPS outlook to $1.40 to $1.50, while its net revenue outlook was unchanged.
The company will retain the Amelia Earhart Drive facility and end the strategic review; Guggenheim Securities served as its financial advisor.
It reversed a portion of the forward loss reserve recognized in Q3 2025 on the CH-53K contract, and the contract modification is expected to generate positive cash flow beginning in 2027.
Q3 2026 adjusted EPS outlook rose from $0.60 to $0.70 to $1.40 to $1.50; Q3 consolidated net revenue outlook remains $320 million to $330 million.
Q4 2026 outlook calls for consolidated net revenue of $325 million to $335 million and adjusted EPS of $0.65 to $0.75; investor webcast on September 2, 2026 at 8:30 a.m. ET.
Moderna completed a private offering of $3.0 billion in 0.00% convertible senior notes due March 1, 2032, including the full exercise of a $400 million option for additional notes. The notes carry no regular interest, and the company expects about $285.0 million of net proceeds to go toward the cost of capped call transactions, with the rest for general corporate purposes, which may include oncology growth and debt repayment.
Offering size: $3.0 billion aggregate principal, including $400 million from the initial purchasers' option, completed September 1, 2026
Initial conversion price of about $210.58 per share, a 47.5% premium over the $142.77 closing price on August 27, 2026
Capped call transactions cost approximately $285.0 million; estimated net proceeds are about $2,957.3 million including the option
Notes may not be redeemed before September 6, 2029, except in a cleanup redemption
Palo Alto Networks reported fiscal fourth-quarter 2026 revenue of $3.41 billion, up 34% year over year, and non-GAAP net income per diluted share of $1.02, up from $0.95. The company posted a GAAP net loss of $282 million, or $0.35 per diluted share, compared with GAAP net income of $254 million, or $0.36, a year earlier, and it also announced the acquisition of Console and fiscal 2027 guidance for revenue of $14.10 billion to $14.20 billion.
Q4 fiscal 2026 revenue $3.41 billion, up 34% year over year; Next-Generation Security ARR $9.10 billion, up 63%
GAAP net loss $282 million, or ($0.35) per diluted share, versus GAAP net income of $254 million a year earlier; the filing lists a $524 million change in fair value of convertible senior notes and capped calls among non-GAAP adjustments
Non-GAAP operating income $1.0 billion versus $768 million a year earlier; adjusted free cash flow $1.3 billion
Fiscal 2027 guidance: total revenue $14.10 billion to $14.20 billion; diluted non-GAAP EPS $4.16 to $4.19; first-quarter revenue $3.300 billion to $3.310 billion
On August 31, 2026, Spire Inc. entered into a $400 million delayed draw senior unsecured term loan agreement with a group of banks led by Mizuho Bank and U.S. Bank. The company may request up to four borrowings for general corporate purposes until the earliest of full utilization, the fourth borrowing, or December 31, 2026, which gives it committed borrowing capacity but does not by itself state any amount drawn.
Facility size: $400 million of senior unsecured term loan commitments
Borrowing window ends on the earliest of full utilization, the fourth borrowing, or December 31, 2026
Interest at a base rate or Adjusted Term SOFR plus 0.80% per annum; loans mature 364 days after the effective date
Requires a consolidated capitalization ratio of no more than 70% at each fiscal quarter end
Vertex Pharmaceuticals appointed Jonathan Poole as Executive Vice President and Chief Financial Officer on August 27, 2026, effective January 1, 2027. Charles F. Wagner, Jr. will stop serving as CFO on that date but will remain Executive Vice President and Chief Operating Officer. The filing discloses Mr. Poole's salary, bonus target and severance terms, which shareholders may review in the 10-Q exhibits later.
Jonathan Poole, 51, becomes EVP and CFO effective January 1, 2027, having been Senior Vice President, Finance at Vertex since March 2020
Charles F. Wagner, Jr. ceases to be CFO on the effective date and remains EVP and Chief Operating Officer
Poole's base salary is $750,000, with a target annual bonus of 90% of base salary
Severance on termination without cause or for good reason is 100% of base salary and target bonus; the change of control agreement covers the period from 90 days before to 12 months after a change of control
Raymond James Financial appointed William Weatherford, managing partner of Weatherford Capital, as a director, effective December 15, 2026, and increased the board from 12 to 13 seats. The company also declared a $0.54 per share quarterly dividend, payable October 15, 2026, and the filing reports no change to financial results or guidance.
Weatherford joins the Audit Committee and Risk Committee and is determined by the board to be independent; his appointment takes effect December 15, 2026.
The board size increased from twelve to thirteen directors.
Quarterly dividend of $0.54 per share, payable October 15, 2026 to shareholders of record on October 1, 2026.
Millrose Properties disclosed that on August 27, 2026 it amended its Founder's Rights Agreement with Lennar entities, changing the Priority Amount used for the Capital Priority Right and Lennar's secured financing collateral consent right. It also amended its Management Agreement with manager Kennedy Lewis Land and Residential Advisors, changing investment guidelines and the definition of Reimbursable Expenses. The filing does not give dollar amounts for either change, so the financial effect on shareholders cannot be measured from this document.
FRA Amendment dated August 27, 2026 adjusts the Priority Amount for the Capital Priority Right and Lennar's secured financing collateral consent right.
MA Amendment dated August 27, 2026 changes the scope of investment guidelines and the definition of Reimbursable Expenses.
The original Founder's Rights Agreement and Management Agreement were both entered into on February 7, 2025.
Avis Budget Group announced that Ravi Simhambhatla, Executive Vice President and Chief Digital & Innovation Officer, will leave the company. He will stay in his current role until September 30, 2026 to ensure a smooth transition. The filing contains no financial results or replacement details.
Ravi Simhambhatla, Executive Vice President and Chief Digital & Innovation Officer, is leaving the company
He remains in his current position until September 30, 2026
Mohawk Industries said on September 1, 2026 that An Nuyttens, a former Solvay executive, will become president of its Flooring Rest of the World segment effective mid-October, succeeding Paul De Cock, who has led the segment on an interim basis. The filing also says De Cock becomes chief executive officer effective September 30, 2026. The filing contains no financial results or guidance.
Nuyttens has more than 30 years of international leadership experience at Solvay, including senior executive roles in Europe and the United States.
Nuyttens takes over the segment effective mid-October 2026, replacing De Cock as interim leader.
Paul De Cock, Chief Operating Officer, becomes Chief Executive Officer effective September 30, 2026.
The segment serves customers in Europe, Asia-Pacific, Latin America and other international markets, including the Unilin business.
Dell reported fiscal second-quarter 2027 results for the quarter ended July 31, 2026, with net revenue of $46,971 million, up 58% year over year, and diluted EPS of $6.34, up 273%. Dell raised its full-year FY27 revenue guidance to $192.0 billion from $167.0 billion and its GAAP diluted EPS guidance to $24.37 from $17.31, while cash flow from operations fell 13% in the quarter to $2.2 billion.
Q2 net revenue of $47.0 billion, up 58% year over year; GAAP diluted EPS of $6.34, up 273%
Full-year FY27 revenue guidance raised to $192.0 billion from $167.0 billion; GAAP diluted EPS guidance $24.37, up from $17.31
Q3 FY27 guidance: revenue of $49.0 billion and GAAP diluted EPS of $6.10
Record $4.3 billion returned to shareholders in Q2; quarterly dividend of $0.63 per share payable Oct. 30 to holders of record as of Oct. 20
Sprouts Farmers Market said its board appointed President and Chief Operating Officer Nick Konat as chief executive and a director, effective January 4, 2027, the first day of its 2027 fiscal year. Jack Sinclair, CEO since June 2019, will become executive chairman at that time. The filing does not include financial results or guidance tied to the change.
Nick Konat, age 49, has been president and chief operating officer since March 2022 and previously held roles at Petco and Target.
Konat's annual base salary will rise to $1,000,000 on January 4, 2027, with a target bonus of 125% of salary and long-term equity incentive opportunity of 600% of salary.
Jack Sinclair becomes executive chairman with a $900,000 base salary, a 100% target bonus and a 333% long-term equity incentive opportunity.
The board will expand to nine members, and Chairman Joseph Fortunato will serve as lead independent director from the same date.
Caterpillar and its finance arms signed a new $3.5 billion 364-day revolving credit facility and amended and extended two existing multi-year facilities, worth $3.0 billion and $5.0 billion. The facilities are available for general corporate purposes, and the borrowers had not drawn on them as of the filing date. The filing describes these as replacements and extensions of 2025 agreements, with covenants that include a minimum Caterpillar consolidated net worth of $9 billion.
364-day unsecured facility of $3.5 billion, expiring August 26, 2027, replaces the 2025 version
Three-year facility of $3.0 billion extended to August 27, 2029
Five-year facility of $5.0 billion extended to August 27, 2031
No borrowings under the facilities as of the filing date; Caterpillar must keep consolidated net worth of at least $9 billion
Otter Tail Corporation disclosed that directors Thomas J. Webb and Dr. Kathryn O. Johnson will retire from its Board of Directors when their current terms end at the 2027 Annual Meeting of Shareholders. Both moves follow the company's director retirement policy, and the company said neither reflects a disagreement with its operations, policies or procedures. The filing does not name replacements or address board size, so shareholders should watch for future board nominations.
Thomas J. Webb notified the company on August 28, 2026 that he will retire from the board at the end of his current term.
Kathryn O. Johnson notified the company on August 31, 2026 that she will retire, citing retirement age under the director retirement policy.
Both directors' terms expire at the 2027 Annual Meeting of Shareholders.
The company said neither departure results from a disagreement with its operations, policies or procedures.
Chesapeake Utilities' subsidiary Peninsula Pipeline Holdings sold a 49% interest in the Florida Energy Pathway project to a unit of NextEra Energy Resources, and Peninsula keeps the remaining 51%. The project is estimated at about $1.2 billion in total investment, so the partner will share construction and funding obligations, while Chesapeake's parent guaranty of about $109 million backs its share of capital contributions.
NextEra unit FEP Pipeline Holdings, LLC acquired a 49% membership interest; Peninsula retains 51%, under an LLC agreement dated August 28, 2026, effective September 1, 2026.
Total project investment is estimated at approximately $1.2 billion, pending finalization of design and development activities.
Chesapeake's guaranty for Peninsula's capital contribution obligations is initially approximately $109 million.
Construction is expected to begin in the first half of 2028, with the project anticipated to be in service in 2030.
Medtronic reported first quarter fiscal 2027 revenue of $9.8 billion, up 13.7% as reported and organically, and GAAP diluted EPS of $1.14 versus $0.81 a year earlier. The company raised its fiscal 2027 organic revenue growth guidance to 7.25% to 7.75% and its non-GAAP diluted EPS guidance to $5.94 to $6.00, both measures improving on the prior outlook.
Q1 revenue of $9.756 billion, up 13.7% as reported and organically; the extra fiscal week benefited organic growth by approximately $570 million, per the company
Q1 GAAP diluted EPS of $1.14, up 40.7%; non-GAAP diluted EPS of $1.45, up 15.1%
FY27 organic revenue growth guidance raised to 7.25% to 7.75% from 6.75% to 7.25%
FY27 non-GAAP diluted EPS guidance raised to $5.94 to $6.00 from $5.90 to $6.00
AptarGroup expanded its board from ten to eleven directors and appointed Gael Touya as a director effective September 1, 2026. Touya also became President and Chief Executive Officer that day, succeeding Stephan B. Tanda, who retired; the CEO change was previously disclosed in a March 17, 2026 filing. For shareholders, this filing confirms the leadership transition and board addition, with no financial results or guidance included.
Gael Touya appointed director effective September 1, 2026, with term expiring at the 2028 annual meeting.
Board size increased from ten to eleven directors on August 29, 2026.
Touya, formerly President of the Aptar Pharma segment, became CEO on September 1, 2026, succeeding Stephan B. Tanda.
Touya will not receive additional pay for board service; CEO compensation was disclosed in the March 17, 2026 8-K.
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.