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).
NioCorp said preliminary, unaudited results for the three months ended September 30, 2026 show net income attributable to the company of $3.7 million, or $0.03 per share, compared with a net loss of $42.7 million, or $0.53 per share, a year earlier. The company said the profit mainly reflects non-cash gains of about $8.5 million on liability-classified earnout shares and warrants, driven by a lower share price, and that its cash balance was $405.1 million at September 30, 2026.
Net income attributable to NioCorp of $3.7 million ($0.03 per share, basic) versus a net loss of $42.7 million ($0.53 per share) in the prior-year quarter
Non-cash gains of about $8.5 million on earnout shares and warrants classified as liabilities drove the result
Operating cash outflows of $6.1 million and investing outflows of $5.9 million in the quarter
Full unaudited quarterly financials are due in the Form 10-Q on or before November 16, 2026
High Roller Technologies said its Audit Committee concluded on October 15, 2026 that its unaudited financial statements for the quarters ended March 31 and June 30, 2026 should no longer be relied upon. The error involved approximately $1.0 million of warrant costs tied to a January 2026 registered direct offering; the correction is non-cash, does not affect revenue or cash, and would reduce the reported net loss, but the company also identified an additional material weakness in internal control over financial reporting. The company intends to file amended Forms 10-Q on October 16, 2026.
Q1 2026 net loss restated to $2.0 million, or $0.19 per share, from $3.0 million, or $0.29 per share
Six-month net loss through June 30, 2026 restated to $4.3 million, or $0.41 per share, from $5.3 million, or $0.50 per share
Approximately $1.0 million of warrant grant-date fair value was wrongly expensed as G&A instead of reducing additional paid-in capital
Amended 10-Q reports to be filed October 16, 2026; WithumSmith+Brown was briefed on the matters
Kingstone Companies (KINS) said it will release third quarter 2026 financial results after the market closes on November 5, 2026, followed by a conference call on November 6, 2026 at 8:30 a.m. ET. The filing is a scheduling notice and contains no financial results, so it does not indicate how the quarter performed.
Third quarter 2026 results release after market close on Thursday, November 5, 2026
Conference call at 8:30 a.m. ET on Friday, November 6, 2026; U.S. toll-free dial-in 1-877-407-2991
Replay of the webcast to remain accessible for approximately 30 days after the call
WaFd reported fiscal 2026 net income of $255.9 million, up 13% from the prior year, with diluted earnings per share up 22% to $3.21. Fourth-quarter results were weaker than the prior quarter, with net income of $60.0 million, down 9%, as merger costs and a $36 million charge-off weighed on earnings, though asset quality measures improved.
Fiscal 2026 net income was $255.9 million versus $226.1 million in fiscal 2025; diluted EPS was $3.21 versus $2.63.
Fourth-quarter diluted EPS was $0.76, down from $0.84 in the June 2026 quarter and up from $0.72 a year earlier.
Non-performing assets fell to $86 million, or 0.32% of total assets, from $136 million, or 0.49%, at June 30, 2026, after a $53 million loan relationship was resolved with a $36 million charge-off.
Fourth-quarter non-interest expense included $6 million in merger-related costs tied to the EverBank merger announced September 7, 2026.
First Financial Bankshares reported third-quarter 2026 net income of $74.31 million, up from $52.27 million a year earlier and $71.89 million in the second quarter, with diluted EPS of $0.52 versus $0.36 a year earlier. Shareholders' equity fell to $1.83 billion at September 30, 2026, from $2.00 billion at June 30, 2026, due to a larger unrealized securities loss, so the earnings gain came with a lower equity base for shareholders.
Net income of $74.31 million for Q3 2026, versus $52.27 million in Q3 2025 and $71.89 million in Q2 2026
Diluted EPS of $0.52, versus $0.36 in Q3 2025 and $0.50 in Q2 2026
Net interest margin (tax equivalent) of 3.91%, versus 3.80% in Q3 2025 and 3.90% in Q2 2026
Shareholders' equity of $1.83 billion at September 30, 2026, down from $2.00 billion at June 30, 2026, mainly due to a $209.89 million increase in the unrealized securities loss, net of tax
Carlyle Secured Lending, Inc. (CGBD) said it will report its third quarter 2026 financial results on Thursday, November 5, 2026, and host a conference call on Friday, November 6, 2026 at 11:00 a.m. Eastern Time. The announcement is a scheduling notice and contains no financial results, so it does not change the company's reported performance for shareholders.
Quarterly results for the period ended September 30, 2026 to be reported on Thursday, November 5, 2026
Conference call set for Friday, November 6, 2026 at 11:00 a.m. Eastern Time, with webcast on carlylesecuredlending.com
Filing furnishes the October 16, 2026 press release as Exhibit 99.1 and is not deemed filed under Section 18
Ames National Corporation reported third-quarter 2026 net income of $7.0 million, or $0.80 per share, up from $4.6 million, or $0.51 per share, a year earlier. The increase was driven mainly by higher net interest income, which rose 20.7% to $17.0 million as yields improved and funding costs fell.
Nine-month 2026 net income was $18.9 million, or $2.14 per share, versus $12.5 million, or $1.41 per share, in the same period of 2025.
Net interest margin improved to 3.38% for the third quarter of 2026, compared with 2.83% a year earlier.
Noninterest expense rose 9.6% to $11.2 million, including $600 thousand of consultant fees tied to contract negotiations that are expected to continue through 2026.
Ladder Capital reported third-quarter 2026 GAAP income before taxes of $67.3 million, or $0.53 diluted EPS, up from $16.3 million, or $0.12, in the prior quarter. Distributable earnings, a non-GAAP measure the company uses to support dividend decisions, were $44.7 million, or $0.35 per share, compared with $30.8 million, or $0.24, in the second quarter. Much of the gain came from a $65.6 million gain on real estate, and the quarterly dividend was unchanged at $0.23 per share.
GAAP diluted EPS was $0.53 for the quarter ended September 30, 2026, versus $0.12 for the quarter ended June 30, 2026.
Distributable EPS was $0.35, or $0.38 before a $3.5 million charge-off of allowance for credit losses.
The company recorded a $65.6 million gain on real estate, including the sale of an office property in Jacksonville, FL.
Dividends per share of Class A common stock were $0.23, the same as the prior quarter.
Private Bancorp of America, Inc. (NASDAQ: PBAM) reported unaudited third-quarter 2026 net income of $11.4 million, or $1.97 per diluted share, down from $13.1 million, or $2.27 per share, in the prior quarter but up from $9.7 million, or $1.65 per share, a year earlier. Criticized loans rose to $71.9 million and the net interest margin fell to 5.05%, while the company also furnished an investor presentation.
Net income was $11.4 million for Q3 2026, versus $13.1 million in the prior quarter and $9.7 million in Q3 2025.
Diluted EPS was $1.97, versus $2.27 in the prior quarter and $1.65 in Q3 2025.
Criticized loans were $71.9 million, or 3.29% of total loans, up from $58.0 million, or 2.72%, at June 30, 2026.
Net interest margin was 5.05%, down from 5.18% in the prior quarter; noninterest expense was $18.4 million, including about $0.9 million of NASDAQ uplisting costs.
ExxonMobil furnished a preview of selected market and planned factors it expects to affect third-quarter 2026 results compared with second-quarter 2026. The company says these factors are not an estimate of 3Q earnings, and it will publish full 3Q results on October 30, 2026.
Estimated change in margins is a $4.4 billion positive impact versus 2Q26
Estimated change in liquids prices is a $1.3 billion negative impact
Estimated timing effects are negative $2.5 billion, excluded from adjusted earnings
2Q26 U.S. GAAP earnings were $14.5 billion and adjusted earnings were $14.7 billion
Travelers reported third quarter 2026 net income of $1.917 billion, or $9.04 per diluted share, up from $8.24 a year earlier, and core income of $1.947 billion, or $9.18 per diluted share, up from $8.14. The combined ratio improved to 86.8% from 87.3%, while net written premiums were flat at $11.480 billion. For shareholders, the company also repurchased $1.508 billion of its stock during the quarter.
Net income $1.917 billion vs. $1.888 billion a year earlier; core income $1.947 billion vs. $1.867 billion.
Combined ratio 86.8% vs. 87.3%; catastrophe losses were $538 million pre-tax, up from $402 million.
Net favorable prior year reserve development totaled $234 million pre-tax, including a $295 million addition to asbestos reserves.
Repurchased 4.0 million shares for $1.508 billion; declared a regular quarterly dividend of $1.25 per share, payable December 31, 2026.
Citizens Financial Group reported third quarter 2026 net income of $636 million, up 29% from a year earlier, with diluted EPS of $1.41 compared with $1.05 in third quarter 2025. The board raised the quarterly common dividend to $0.52 per share and increased share repurchase capacity to $1.95 billion, which matters to shareholders because it returns more capital to them, though tangible book value per share fell 6.6% in the quarter.
Net income of $636 million, up 29% year over year and 8% from second quarter 2026; diluted EPS of $1.41 versus $1.30 in second quarter 2026 and $1.05 in third quarter 2025.
Quarterly common dividend raised to $0.52 per share, an increase of $0.06, or 13%, payable November 13, 2026 to holders of record on October 30, 2026.
Share repurchase capacity increased to $1.95 billion, $1.3 billion above the $650 million remaining under the June 2025 authorization.
Tangible book value per common share was $35.78, down 6.6% from second quarter 2026, which the company attributed to higher long-term rates on its investment securities and swap portfolios.
Truist reported third quarter 2026 GAAP diluted EPS of $0.56, down from $1.23 in the second quarter and $1.04 a year earlier, mainly due to a $1.4 billion pre-tax loss on the sale of available-for-sale securities. Excluding selected items, adjusted diluted EPS was $1.16, up 12% from the third quarter of 2025, and total revenue on the GAAP basis fell to $3.75 billion from $5.27 billion. The company also agreed on October 14, 2026 to sell $7.7 billion of unsecured consumer loans tied to its LightStream platform to Carlyle Group Inc.
GAAP diluted EPS was $0.56 versus $1.23 in 2Q26 and $1.04 in 3Q25; adjusted diluted EPS was $1.16
Noninterest income was $84 million, including a $1.4 billion pre-tax securities loss and a $66 million loss on the RAC loan sale
Agreement signed October 14, 2026 to sell $7.7 billion of unsecured consumer loans, substantially all assets of LightStream, to Carlyle Group Inc.
Truist repurchased $1.2 billion of common stock and declared dividends of $0.52 per share in the quarter; preliminary CET1 ratio was 10.7%
M&T Bank Corporation reported third quarter 2026 net income of $775 million, or $5.04 per diluted share, down from $818 million in the second quarter but up from $4.82 per share a year earlier. Net income fell 2% from the year-earlier quarter, while diluted EPS rose 5% as average diluted shares declined 7%, and the company repurchased $323 million of its stock during the quarter.
Net income $775 million vs. $818 million in Q2 2026 and $792 million in Q3 2025
Diluted EPS $5.04 vs. $5.32 in Q2 2026 and $4.82 in Q3 2025; diluted net operating EPS $5.08
Provision for credit losses $135 million vs. $120 million in Q2 2026; nonaccrual loans $1.3 billion at September 30, 2026
CET1 capital ratio estimated at 10.16% at September 30, 2026, vs. 10.19% at June 30, 2026
Regions Financial reported third quarter 2026 net income available to common shareholders of $611 million, or $0.71 diluted earnings per share, up from $549 million and $0.64 in the second quarter. Total revenue rose 3.5% from the prior quarter to $1.973 billion, and net charge-offs fell to $72 million, which supports the higher profit for shareholders.
Net income available to common shareholders was $611 million, compared with $549 million in 2Q26 and up 11% from 3Q25.
Diluted EPS was $0.71, compared with $0.64 in 2Q26; adjusted diluted EPS was $0.73.
Total revenue was $1.973 billion, up 3.5% from 2Q26; non-interest expense was $1.118 billion, roughly flat.
Net charge-offs were $72 million, down from $102 million in 2Q26; the company repurchased about 3 million shares for $95 million.
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.