3,560 material Form 8-K filings that 2,489 companies we cover made with the SEC in October 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). 2,508 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Home BancShares reported record third-quarter 2026 net income of $129.5 million, or $0.65 per diluted share, up from $119.3 million and $0.59 in the second quarter. Total revenue fell to $288.4 million from $295.1 million in the prior quarter, though it rose from $277.7 million a year earlier, and non-performing assets increased to $245.3 million.
Net income of $129.5 million and diluted EPS of $0.65 for Q3 2026, versus $119.3 million and $0.59 in Q2 2026 and $123.6 million and $0.63 in Q3 2025
Total revenue (net) of $288.4 million, down from $295.1 million in Q2 2026 and up from $277.7 million in Q3 2025
Non-performing assets rose to $245.3 million, or 1.02% of total assets, from 0.93% at June 30, 2026
Management conference call set for 1:00 p.m. CT (2:00 p.m. ET) on October 15, 2026
Orchid Island Capital estimated a GAAP net loss of $0.90 per share for the quarter ended September 30, 2026, including $1.17 per share of net realized and unrealized losses on RMBS and derivatives. Estimated book value fell to $6.02 per share, and the company's estimated total return on equity for the quarter was (12.5)%, with the figures preliminary and subject to auditor review. The board also declared a $0.10 per share dividend for October 2026, payable November 27, which is below the $0.30 per share declared in the quarter.
Estimated GAAP net loss of $0.90 per share for the quarter ended September 30, 2026, including an estimated $1.17 per share of net realized and unrealized losses on RMBS and derivative instruments.
Estimated book value per share of $6.02 at September 30, 2026, a decrease of $1.20 from June 30, 2026.
Estimated total return on equity of (12.5)% for the quarter; dividends declared during the quarter totaled $0.30 per share.
October 2026 dividend of $0.10 per share, payable November 27, 2026 to holders of record and ex-dividend on October 30, 2026; next dividend announcement expected November 10, 2026.
GoldMining Inc., the parent of U.S. GoldMining, furnished unaudited interim financial statements and MD&A for the three and nine months ended August 31, 2026, filed on Form 6-K and attached to this 8-K. The company reports in Canadian dollars, and the filing says the figures are preliminary, not prepared under US GAAP, and subject to adjustment because the September 30, 2026 quarter-end close is not complete. The three-month net loss widened sharply, mainly on higher exploration expenses, which matters to shareholders as it reduces cash and the equity base.
Three-month net loss of C$14.1 million (C$14,134 thousand) versus net income of C$0.3 million (C$252 thousand) a year earlier; loss per share of C$0.05 versus C$0.00.
Three-month exploration expenses of C$11.4 million versus C$3.8 million; Whistler project exploration spending of C$9.6 million versus C$1.6 million.
Nine-month net loss of C$30.7 million versus C$4.4 million; cash and cash equivalents of C$16.7 million at August 31, 2026, down from C$24.9 million at November 30, 2025.
Figures are unaudited and subject to change; the quarter ended September 30, 2026 close is not yet complete.
On October 14, 2026, Infinity Natural Resources (NYSE: INR) said it recorded a total derivative loss of about $64.4 million for the quarter ended September 30, 2026. The loss combines about $1.2 million in realized losses on settled contracts with about $63.2 million in non-cash mark-to-market losses on open positions. The figures are preliminary and unaudited, so the final amounts could change.
Realized losses on settled derivative contracts of about $1.2 million in the quarter ended September 30, 2026
Non-cash unrealized losses on open derivative positions of about $63.2 million, based on forward price curves at quarter end
Total derivative loss of about $64.4 million; the company says the contracts were entered into under its board-approved hedging strategy
Figures are preliminary and unaudited; final amounts will be reported in the Form 10-Q or a corresponding earnings release
Comtech reported results for fiscal 2026, ended July 31, 2026, with net sales down 17.0% to $249.6 million as legacy U.S. Army contracts wound down. The net loss from continuing operations attributable to common stockholders narrowed to $51.0 million from $67.9 million, and adjusted EBITDA rose 26% to $20.6 million, while the fourth-quarter net loss widened slightly to $9.4 million. The results cover continuing operations only, excluding the S&S business that Comtech agreed to sell to a Gilat affiliate for $157.5 million, a deal expected to close in calendar 2026.
Fiscal 2026 net sales were $249.6 million, down 17.0% from $300.9 million in fiscal 2025.
Fiscal 2026 net loss from continuing operations attributable to common stockholders was $51.0 million, compared with $67.9 million a year earlier.
Adjusted EBITDA rose 26% to $20.6 million, and operating cash flow was $25.0 million versus cash used of $29.2 million in fiscal 2025.
Fourth-quarter net sales were $66.2 million, down 12.1%, and the fourth-quarter net loss was $9.4 million versus $9.1 million a year earlier.
SM Energy said in a preliminary Item 2.02 filing that it anticipates a net derivative settlement loss of $207 million for the third quarter of 2026. The filing also gives average realized prices for oil, gas and NGLs for the quarter, but it is not a full earnings release and does not estimate third quarter earnings. Shareholders should note the figures are preliminary and unaudited, with full results to come later.
Anticipated net derivative settlement loss for Q3 2026: $207 million, excluding changes in fair value of unsettled positions
Average realized oil price for Q3 2026 (before net derivative settlements): $85.76 per barrel
Average realized gas price: $2.48 per Mcf; NGLs: $29.40 per barrel
Changes in fair value of unsettled derivatives could be material and will be reported with third quarter results
Equity Bancshares reported third-quarter 2026 net income of $26.8 million, or $1.29 per diluted share, up from $1.27 in the prior quarter, and core EPS of $1.40. Net interest income fell $1.0 million from the prior quarter, and the company raised its quarterly dividend 22% to $0.22 while it works toward the previously announced merger with Lincoln Bancorp.
Net income was $26.8 million, or $1.29 per diluted share, versus $26.4 million, or $1.27, in the prior quarter; core EPS was $1.40.
Net interest income was $72.8 million, down $1.0 million from the prior quarter, as deposit costs increased; loans ended at $5.4 billion.
Quarterly dividend increased 22% to $0.22; 711,369 shares repurchased year to date at a weighted average cost of $44.84.
Fourth-quarter guidance excluding Lincoln: net interest margin of 4.25% to 4.35%, non-interest income of $10.0 million to $11.0 million, and non-interest expense of $47.0 million to $48.0 million.
Better Home & Finance preliminarily reported third-quarter 2026 loan volume of $1.395 billion, within its guidance, but total net revenues of $45.1 million fell below the $49.0 million to $52.0 million guidance range. The adjusted EBITDA loss of $24.8 million to $25.8 million was wider than the $15.0 million to $18.0 million guided, and the company attributed about $8.0 million of it to proxy-related expenses. The results are unaudited and may change.
Loan volume was $1.395 billion, within guidance of $1.375 billion to $1.525 billion, but down 16.3% from $1.666 billion in the second quarter of 2026.
Total net revenues were $45.1 million, below guidance of $49.0 million to $52.0 million, and up 8.6% year over year.
Net loss was $33.1 million to $34.1 million; adjusted EBITDA loss was $24.8 million to $25.8 million versus guidance of $15.0 million to $18.0 million.
Cash and cash equivalents were $81 million; the sale of the Birmingham Bank is expected to close in Q1 2027 and add about $65 million of cash.
Elite Express Holding Inc. (ETS) reported results for the quarter ended August 31, 2026, with revenue up 20.9% and gross profit rising to $95,759 from $6,817. Net loss widened to $760,138 from $185,881 a year earlier, mainly because general and administrative expenses rose $865,424 to $1,017,024. For shareholders, the top-line and gross profit gains were offset by a larger loss driven by higher overhead.
Revenue was $766,422 for the quarter, up 20.9% from $633,865 a year earlier.
Gross profit was $95,759, up from $6,817, with gross margin at 12.5% versus 1.1%.
General and administrative expenses rose to $1,017,024, including $586,252 in higher payroll and $137,337 in higher professional fees.
Net loss was $760,138, or $0.02 per share, compared with a net loss of $185,881, or $0.01 per share, a year earlier.
Educational Development Corporation reported fiscal 2027 second-quarter results for the period ended August 31, 2026. Net revenues fell to $4.1 million from $4.6 million, and the net loss widened to $1.6 million from $1.3 million, while the loss before income taxes narrowed to $1.6 million from $1.8 million. The company attributed the smaller pre-tax loss to expense reductions, but the wider net loss and lower revenue weigh on shareholders.
Q2 net revenues were $4.1 million, down from $4.6 million a year earlier.
Q2 net loss was $1.6 million, or $(0.19) per share, versus $1.3 million, or $(0.15) per share, a year earlier.
Average active PaperPie Brand Partners totaled 5,100 in Q2, compared with 5,800.
Management expects a cost reduction plan to lower general and administrative expenses by over $1.2 million this fiscal year.
Five Star Bancorp announced the timing of its third quarter 2026 earnings release and webcast. The filing furnishes a press release that gives dates only and contains no financial results, so shareholders learn when results will come, not what they show.
Third quarter 2026 results (quarter ended September 30, 2026) expected after market close on Monday, October 26, 2026
Live webcast for analysts and investors set for 1:00 PM ET (10:00 AM PT) on October 27, 2026
Webcast will be archived on the company's website for 90 days
Winmark reported third-quarter 2026 net income of $11,818,100, or $3.21 per diluted share, up from $3.02 a year earlier. The board also approved a $4.00 per share special dividend, about $14.2 million in total, payable December 1, 2026, to shareholders of record on November 11, 2026.
Q3 net income $11,818,100 ($3.21 diluted) vs. $11,136,500 ($3.02 diluted) in Q3 2025
Nine-month net income $31,467,700 ($8.51 diluted) vs. $31,694,200 ($8.61 diluted) a year earlier; 2025 included $2.2 million of leasing income from a litigation settlement
Special dividend of $4.00 per share (about $14.2 million) plus quarterly dividend of $1.02 per share, both payable December 1, 2026
North American Ad Funds: franchisees of Once Upon A Child and Play It Again Sports to contribute 2% of sales from January 31, 2027, raising total marketing spend to 6% from 5%
Progressive reported September 2026 net income of $630 million, up from $305 million a year earlier, with diluted earnings of $1.08 per share versus $0.52. For the September quarter, net income fell 3% to $2.54 billion and earnings per share fell 2% to $4.37, as pretax realized investment losses offset stronger premium growth.
September net premiums written rose 2% to $7.26 billion and net premiums earned rose 5% to $7.16 billion.
September combined ratio was 90.0 versus 100.4 a year earlier; the quarterly combined ratio was 88.7 versus 89.5.
Quarterly net income was $2.54 billion, down 3% from $2.62 billion; pretax realized losses on securities were $170 million for the quarter, versus $295 million of gains a year earlier.
Eagle Point Credit Company disclosed unaudited management estimates of its net asset value per common share as of September 30, 2026, in a range of $4.12 to $4.22. It also estimated net investment income and realized losses from investments for the quarter at $0.27 to $0.31 per weighted average common share, giving shareholders a preliminary view of the quarter's results before final figures are reported. The filing does not compare these ranges with prior periods.
Estimated net asset value per common share as of September 30, 2026: $4.12 to $4.22
Estimated net investment income and realized losses for the quarter ended September 30, 2026: $0.27 to $0.31 per weighted average common share
Figures are unaudited management estimates; the filing gives no prior-period comparison
Filed October 14, 2026 under Item 8.01 (Other Events) and signed by CFO and COO Kenneth P. Onorio
Eagle Point Income Company disclosed management's unaudited estimates for its net asset value per common share and quarterly earnings range for the period ended September 30, 2026. The filing gives ranges rather than final figures, and it does not compare the estimates with prior periods.
Estimated net asset value per common share as of September 30, 2026: between $12.34 and $12.44
Estimated net investment income and realized losses for the quarter ended September 30, 2026: between $0.65 and $0.69 per weighted average common share
Filing dated October 14, 2026, signed by CFO and COO Kenneth P. Onorio
Fastenal reported third-quarter 2026 results for the period ended September 30, 2026, with net sales of $2.46 billion, up 15.5% from a year earlier, and net income of $401.6 million, up 19.7%. The company attributed sales growth mainly to share gains with larger customers, pricing actions, and broad-based demand, and said operating margin rose to 21.5% from 20.7%, which supports shareholder returns.
Net sales were $2,463.3 million in the third quarter of 2026, up 15.5% from $2,133.3 million in the third quarter of 2025.
Diluted net income per share was $0.35, compared with $0.29 a year earlier.
Operating margin was 21.5%, compared with 20.7% in the third quarter of 2025.
The company returned $328.4 million to shareholders, or 81.8% of net income, through dividends and share repurchases.
Morgan Stanley reported third-quarter 2026 net revenues of $20.3 billion, up 12% from a year earlier, and diluted earnings of $3.03 per share, up from $2.80. Net income applicable to Morgan Stanley rose to $4.9 billion, but return on average tangible common equity eased to 22.6% from 23.5%, and both revenue and EPS were lower than in the second quarter of 2026. The company also repurchased $1.5 billion of its common stock and declared a $1.15 quarterly dividend per share.
Net revenues of $20.3 billion vs. $18.2 billion in Q3 2025, and down 5% from $21.3 billion in Q2 2026
Diluted EPS of $3.03 vs. $2.80 a year ago and $3.46 in Q2 2026
Wealth Management posted record net revenues of $9.1 billion and net new assets of $232.4 billion
$1.5 billion of stock repurchased; $1.15 quarterly dividend payable November 13, 2026 to holders of record October 30, 2026
State Street reported third-quarter 2026 diluted EPS of $3.69, up 33% from $2.78 a year earlier, on total revenue of $4.0 billion, up 13%. Net income rose 27% to $1.09 billion, and the company returned $651 million to common shareholders in the quarter. The filing also disclosed a new independent director and plans to redeem $500 million of senior notes on November 18, 2026.
Diluted EPS of $3.69 in 3Q26 vs. $2.78 in 3Q25, up 33%; net income of $1,090 million, up 27%
Total revenue of $4,004 million, up 13% year over year; fee revenue up 11% and net interest income up 21%
Returned $651 million to common shareholders in 3Q26, including $400 million of share repurchases; CET1 ratio of 11.0% vs. 11.3% in 3Q25
Board elected Alexander Vollert as an independent director on October 9, 2026; $500 million of 1.684% senior notes to be redeemed November 18, 2026
Sono-Tek reported fiscal second-quarter and first-half 2027 results for the period ended August 31, 2026. First-half net sales rose 6% to $10.89 million and first-half net income rose 22% to $1.11 million, but second-quarter net income fell 14% to $366,000 on higher operating expenses. The company reiterated its fiscal 2027 guidance of flat to modest revenue growth and reported backlog of $9.51 million, with three orders totaling about $7.19 million received after quarter end.
First-half net sales rose 6% to $10.89 million; second-quarter net sales rose 1% to $5.23 million.
Second-quarter net income was $366,000, or $0.02 per diluted share, versus $424,000, or $0.03, a year earlier.
Backlog was $9.51 million at August 31, 2026; three orders totaling about $7.19 million were received after quarter end and are expected to ship in fiscal 2028.
Fiscal 2027 revenue guidance of flat to modest growth was reiterated; cash and marketable securities totaled $17.7 million with no outstanding debt.
Range Resources said it expects a total gain on derivatives of $58.1 million for the three months ended September 30, 2026, and net cash receipts of $51.9 million from derivative settlements. The figures are preliminary and remain subject to change until final results are reported in the company's Form 10-Q or earnings release.
Total gain on derivatives expected at $58.1 million for the quarter ended September 30, 2026.
Total net cash receipt on derivative settlements expected at $51.9 million, per the statement of cash flows.
Natural gas derivatives contributed a net cash receipt of $52.8 million, partly offset by oil and NGL derivative net payments of $3.7 million and $0.8 million.
Final amounts will be reported in the Form 10-Q for the period or the corresponding earnings release.
Bank of America reported third-quarter 2026 net income of $6.9 billion, or $0.91 per diluted share, down from $8.3 billion, or $1.04, a year earlier. The results include a $1.2 billion regulatory settlement charge, or $0.17 per share, tied to consent orders over its Bank Secrecy Act and anti-money laundering compliance programs, which shareholders should weigh against the underlying revenue growth of 3%.
Q3 2026 net income $6.9 billion, EPS $0.91, versus $8.3 billion and $1.04 in Q3 2025
Excluding the $1.2 billion regulatory settlement charge, adjusted EPS was $1.08 and adjusted net income was $8.1 billion
Revenue rose 3% to $30.0 billion; net interest income rose 8% to $16.4 billion
Returned $8.3 billion to shareholders: $2.2 billion in dividends and $6.0 billion in buybacks
BlackRock reported third quarter 2026 results with revenue of $7,752 million, up 19% from a year earlier, and GAAP diluted EPS of $10.57, up 25%. Excluding a noncash change in fair value of contingent consideration, as adjusted diluted EPS was $15.93, up 38%, and the company cited $205 billion of net inflows in the quarter and $550 million of share repurchases.
Q3 2026 GAAP net income attributable to BlackRock was $1,659 million, up from $1,323 million, with GAAP operating income of $2,328 million, up 19%.
As adjusted operating income was $3,330 million, a 47.8% operating margin, up 27% year-over-year.
Assets under management were $15.5 trillion at September 30, 2026, with $869 billion of net inflows over the last twelve months.
GAAP results include a $564 million charge for the change in fair value of contingent consideration tied to prior acquisitions, which is excluded from as adjusted results.
Verastem reported preliminary unaudited third-quarter 2026 net product revenue of $23.9 million to $24.1 million, up from $11.2 million a year earlier, and estimated cash, cash equivalents and investments of $172.8 million at September 30, 2026. The company also said CEO Daniel Paterson will retire effective January 1, 2027, and Michael Bailey will succeed him. The financial figures are unaudited and subject to change during closing procedures.
Preliminary Q3 2026 net product revenue: $23.9 million to $24.1 million, compared with $11.2 million for Q3 2025.
Estimated cash, cash equivalents and investments at September 30, 2026: $172.8 million, compared with $137.7 million a year earlier.
Daniel Paterson to retire as President and CEO effective January 1, 2027, and remain on the Board and as a consultant or advisor.
Michael Bailey, 61, to become President and CEO effective January 1, 2027; he previously served as CEO of AVEO Pharmaceuticals.
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.