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).
Investar Holding Corporation reported third quarter 2026 net income available to common shareholders of $11.1 million, or $0.74 per diluted share, up from $0.61 in the second quarter and $0.54 a year earlier. Net interest margin rose to 3.73% from 3.67%, and the company repurchased 25,113 shares at an average price of $29.44 during the quarter. The company attributed the results largely to its January 1, 2026 acquisition of Wichita Falls Bancshares, Inc.
Diluted EPS was $0.74 in Q3 2026, versus $0.61 in Q2 2026 and $0.54 in Q3 2025; core diluted EPS was $0.77 versus $0.75 in Q2 2026.
Net interest margin was 3.73% for Q3 2026, up from 3.67% in Q2 2026; adjusted net interest margin was 3.40%, up from 3.39%.
Total loans were $3.07 billion at September 30, 2026, up $6.9 million from June 30, 2026; total deposits were $3.18 billion, down $33.1 million.
Repurchased 25,113 shares in Q3 2026 at an average $29.44; 275,628 shares remained authorized for repurchase at September 30, 2026.
Kilroy Realty reported third quarter 2026 revenue of $271.6 million, down from $279.7 million a year earlier, and net income available to common stockholders of $15.5 million, or $0.13 per diluted share, versus $156.2 million, or $1.31, a year earlier. The company narrowed its full-year 2026 FFO per diluted share guidance to $3.55 to $3.59 from $3.49 to $3.63, while signing about 815,000 square feet of leases in the quarter.
Q3 2026 FFO was $104.6 million, or $0.88 per diluted share, versus $130.6 million, or $1.08, in Q3 2025.
Stabilized portfolio occupancy was 76.9% at September 30, 2026, versus 81.0% a year earlier; leased percentage was 83.0%.
Full-year 2026 FFO guidance: $3.55 to $3.59 per diluted share, compared with $3.49 to $3.63 previously.
The company repaid $200.0 million of 4.350% senior notes in July and declared a $0.54 per share quarterly dividend.
Orchid Island Capital reported a third-quarter 2026 net loss of $178.9 million, or $0.90 per common share, compared with net income of $72.1 million, or $0.53 per share, a year earlier. Book value per share fell to $6.02 from $7.54 at December 31, 2025, driven by $231.7 million of net realized and unrealized losses on RMBS and derivatives, and the company declared a $0.30 quarterly dividend.
Q3 2026 net loss of $178.9 million, or $0.90 per share, versus net income of $72.1 million, or $0.53 per share, in Q3 2025
Book value per share was $6.02 at September 30, 2026, versus $7.54 at December 31, 2025
Dividends declared and paid in the quarter totaled $0.30 per share; a $0.10 dividend was declared October 14, 2026, payable November 27, 2026
Company repurchased 4,946,123 shares in Q3 2026 and 1,669,704 shares from October 1 through October 22, 2026
Farmers & Merchants Bancorp reported third-quarter 2026 net income of $11.5 million, or $0.84 per share, up from $8.9 million, or $0.64 per share, a year earlier. For the nine months, net income rose to $32.9 million, or $2.39 per share, from $23.5 million, or $1.71 per share, and the company said its net interest margin widened to 3.57% in the quarter, which supports the earnings gains shareholders are seeing.
Q3 2026 net income up 30.3% to $11.5 million; diluted EPS $0.84 versus $0.64 a year earlier
Nine-month net income $32.9 million versus $23.5 million; EPS $2.39 versus $1.71
Net interest margin rose 17 basis points to 3.57%; efficiency ratio improved to 58.09% from 63.11%
Total deposits of $2.96 billion at September 30, 2026, up 7.7%; nine-month dividends declared of $0.71 per share, up 6.0%
RingCentral reported third-quarter 2026 results for the quarter ended September 30, 2026, with total revenue up 5.9% to $676 million and non-GAAP EPS of $1.33 versus $1.13 a year earlier. The company raised its full-year 2026 outlook for revenue, non-GAAP operating margin, non-GAAP EPS and free cash flow. Its GAAP diluted EPS of $6.50 was driven largely by a discrete $544.9 million income tax benefit from a valuation allowance release, which the company excluded when showing EPS of $0.28.
Total revenue $676 million, up 5.9% from $639 million; subscriptions revenue $653 million, up 6.0%
GAAP diluted EPS $6.50 vs $0.19; excluding the valuation allowance release, $0.28, up 47.4%
Non-GAAP EPS $1.33 vs $1.13; full-year 2026 non-GAAP EPS raised to $5.07 to $5.12
Full-year 2026 free cash flow guidance raised to $620 million to $630 million; quarterly dividend of $0.125 per share payable November 20, 2026
Customers Bancorp reported unaudited third-quarter 2026 net income available to common shareholders of $78.4 million, or $2.25 per diluted share, up from $2.20 a year earlier and $2.05 in the prior quarter. The company also updated its full-year 2026 guidance, including net interest income of $805 million to $810 million and non-interest expense of $460 million to $465 million, which shareholders can compare against future results.
Q3 2026 net income available to common shareholders was $78.4 million, or $2.25 per diluted share, versus $73.7 million and $2.20 per diluted share in Q3 2025
Efficiency ratio improved to 47.2% in Q3 2026 from 50.6% in Q2 2026; net interest margin rose to 3.19% from 3.17%
Full-year 2026 guidance: loans up 12% or more, deposits up 9% or more, net interest income $805 million to $810 million, non-interest expense $460 million to $465 million, tax rate 22% to 23%
Total deposits reached a period-end record $22.6 billion at September 30, 2026, up 10.6% from a year earlier
Eastern Bankshares reported third-quarter 2026 net income of $111.0 million, or $0.51 per diluted share, up from $0.48 in the second quarter but down from $0.53 a year earlier. Total revenue slipped to $306.6 million from $309.5 million, and the company returned $89.1 million to shareholders through buybacks and dividends, while its board declared a $0.15 quarterly dividend.
Net income $111.0 million, or $0.51 per diluted share, versus $105.2 million, or $0.48, in Q2 2026
Total revenue $306.6 million versus $309.5 million in Q2 2026; net interest margin fell 4 basis points to 3.62%
Non-performing loans fell to $84.8 million, or 0.36% of total loans, from $109.4 million in Q2 2026
Quarterly dividend of $0.15 per share declared, payable December 21, 2026 to holders of record on December 7, 2026
ITG, Inc. said in an 8-K that preliminary, unaudited third-quarter 2026 revenue was approximately $461.5 million, up about 49% year over year and above its $440.0 million outlook. Preliminary Adjusted EBITDA was approximately $64.5 million, up about 64% and above its $63.0 million outlook. The company said the figures remain subject to change until its quarter-end closing procedures and auditor review are complete.
Preliminary Q3 2026 revenue of approximately $461.5 million, up about 49% year over year and $21.5 million (4.9%) above the $440.0 million outlook
Preliminary Adjusted EBITDA of approximately $64.5 million, up about 64% year over year and $1.5 million (2.4%) above the $63.0 million outlook
Full third-quarter results are scheduled for release November 10, 2026, after market close, with a webcast on November 11, 2026, at 8:00 a.m. ET
Results are not yet final; the company has not completed financial closing procedures and its auditor has not completed its review
Glacier Bancorp reported record third-quarter 2026 net income of $104.6 million, up 7% from the second quarter and 54% from a year earlier, with diluted earnings per share of $0.80. The gain was driven mainly by net interest income, which rose 29% from a year earlier as the net interest margin widened to 4.01%, and the board declared a quarterly dividend of $0.35 per share. Non-performing assets rose 67% from a year earlier to $90.6 million, a figure shareholders may watch as the balance sheet changes.
Diluted EPS was $0.80, up from $0.75 in the prior quarter and $0.57 in the third quarter of 2025.
Net interest income was $290 million, up 29% from $225 million a year earlier; net interest margin was 4.01%, up from 3.39%.
Quarterly dividend of $0.35 per share, up $0.02 from the prior quarter, payable October 15, 2026.
Non-performing assets were $90.6 million at September 30, 2026, up $36.3 million, or 67%, from a year earlier.
Sallie Mae (SLM) reported a third-quarter 2026 GAAP net loss of $0.19 per diluted share, compared with earnings of $0.63 a year earlier, as provisions and expenses rose alongside record private education loan originations of $3.4 billion. The company cut its full-year 2026 diluted EPS guidance to $1.95-$2.05 from $3.10-$3.20 and raised its net charge-offs forecast to $400-$420 million from $365-$385 million, a change that weighs on shareholder earnings expectations.
Q3 2026 GAAP net loss per diluted share of $0.19 versus $0.63 in Q3 2025; net loss of $32 million
Full-year 2026 diluted EPS guidance lowered to $1.95-$2.05 from $3.10-$3.20
Full-year net charge-offs guidance raised to $400-$420 million from $365-$385 million
Q3 net charge-offs of $90 million, up from the year-ago quarter, and $132.2 million of share repurchases in the quarter
OP Bancorp reported preliminary unaudited third quarter 2026 net income of $7.8 million, or $0.52 per diluted share, down slightly from $8.0 million and $0.53 in the second quarter but up from $6.7 million and $0.45 a year earlier. Revenue rose to $27.5 million from $25.7 million in the prior quarter, driven by higher net interest income, while the company also declared a $0.14 quarterly dividend.
Q3 2026 net income $7,763 thousand; diluted EPS $0.52, versus $0.53 in Q2 2026 and $0.45 in Q3 2025
Revenue $27,502 thousand, up from $25,719 thousand in Q2 2026; net interest margin 3.27%, up from 3.08%
Provision for credit losses $1,597 thousand, up from a $149 thousand reversal in Q2 2026; nonperforming loans $18,032 thousand
Quarterly cash dividend of $0.14 per share, payable November 19, 2026, to holders of record November 5, 2026
Hilltop Holdings furnished its third-quarter 2026 earnings presentation in a Form 8-K dated October 22, 2026, ahead of a webcast on October 23, 2026 at 8:00 a.m. central time. Income attributable to Hilltop fell 46% year over year to $24.9 million, and total revenue declined 6% to $309.5 million, which lowers earnings for shareholders compared with the prior year. The presentation also sets out 2026 outlook items, including net interest income expected to rise 5% to 6%.
Income attributable to Hilltop was $24.9 million in Q3 2026, versus $45.8 million in Q3 2025; diluted EPS was $0.44 versus $0.74
Total revenue was $309.5 million, down 6% from $330.2 million in Q3 2025
PrimeLending reported a $10.8 million pre-tax loss in Q3 2026
2026 outlook: net interest income up 5% to 6%, broker dealer fees down 3% to 4%, mortgage origination volume $8 billion to $9 billion
Amerant Bancorp reported third quarter 2026 net income of $25.7 million, or $0.65 per diluted share, up from $21.0 million, or $0.53, in the second quarter, with net interest income up 9.6% to $90.5 million. The Board also raised the available share repurchase amount to $50 million from about $3 million and extended the program to December 31, 2027, while declaring a $0.09 per share dividend.
Net income attributable to the company was $25.7 million, or $0.65 per diluted share, versus $21.0 million, or $0.53, in Q2 2026.
Net interest margin was 3.77%, compared with 3.52% in Q2 2026. The company cited $1.6 million in interest from repayments of loans previously in nonaccrual status.
Non-performing assets fell to $159.5 million from $186.6 million.
The Board raised the repurchase amount to $50 million and extended the program to December 31, 2027. The $0.09 dividend is payable November 27, 2026, to holders of record on November 13, 2026.
South Plains Financial reported third-quarter 2026 net income of $20.8 million, or $1.06 diluted earnings per share, up from $19.0 million, or $0.96 per share, in the second quarter of 2026 and from $16.3 million, or $0.96 per share, in the third quarter of 2025. The company also declared a quarterly cash dividend of $0.19 per share and said Chairman and CEO Curtis Griffith will retire as CEO at the end of 2026, with President Cory Newsom named as his successor. Shareholders get higher reported earnings and a leadership transition in the same release.
Net income was $20.8 million for Q3 2026, compared with $19.0 million in Q2 2026 and $16.3 million in Q3 2025.
Diluted EPS was $1.06, compared with $0.96 in Q2 2026 and $0.96 in Q3 2025.
Quarterly cash dividend of $0.19 per share, payable November 16, 2026, to holders of record as of November 2, 2026.
Curtis Griffith plans to retire as CEO at the end of 2026; Cory Newsom was appointed as his successor and Griffith will remain Chairman.
Hilltop Holdings reported third-quarter 2026 income attributable to common stockholders of $24.9 million, or $0.44 per diluted share, down from $45.8 million, or $0.74 per share, a year earlier. The company said economic conditions will continue to have an adverse impact on its operating results for the rest of 2026, and its board declared a $0.22 quarterly dividend.
Q3 2026 diluted EPS was $0.44, versus $0.63 in Q2 2026 and $0.74 in Q3 2025
Noninterest income fell 14.1% year over year to $187.1 million; provision for credit losses was $10.2 million
Quarterly dividend of $0.22 per share is payable November 20, 2026, to holders of record on November 6, 2026
Company repurchased 512,075 shares for $20.0 million in Q3 and has about $86 million of repurchase capacity left through January 2027
Eagle Financial Services (EFSI) reported third-quarter 2026 GAAP net income of $4.8 million, down from $5.0 million in the second quarter and $5.6 million a year earlier. Net interest margin rose to 3.95%, and net loans grew $32.4 million in the quarter, but results include $342 thousand of merger-related expenses tied to its proposed merger with John Marshall Bancorp. The board also declared a $0.31 quarterly dividend payable November 13, 2026.
GAAP net income was $4.8 million for Q3 2026, versus $5.0 million in Q2 2026 and $5.6 million in Q3 2025.
Adjusted net income, which excludes merger expenses and the Q2 2026 gain on the sale of Bearing Insurance Group, was $5.0 million, versus $2.2 million in Q2 2026.
Net interest margin was 3.95%, up from 3.86% in Q2 2026 and 3.58% in Q3 2025; net loans rose $32.4 million to $1.51 billion.
Quarterly dividend of $0.31 per share is payable November 13, 2026, to shareholders of record on November 2, 2026.
National Bankshares reported net income of $5.49 million, or $0.86 per diluted share, for the third quarter ended September 30, 2026, up from $4.42 million, or $0.69 per share, a year earlier. For the nine months, net income was $15.50 million, or $2.43 per diluted share, compared with $9.95 million, or $1.56, in the same period of 2025. The results show higher earnings for shareholders, though the company's total assets fell to $1.78 billion from $1.80 billion a year earlier.
Q3 2026 net income $5.49 million, $0.86 per diluted share, vs. $4.42 million, $0.69 per share in Q3 2025
Nine-month 2026 net income $15.50 million, $2.43 per diluted share, vs. $9.95 million, $1.56 per share in 2025
Net interest margin was 3.21% in Q3 2026, vs. 3.00% in Q2 2026 and 2.72% in Q3 2025
Q2 2026 included a $6.57 million gain on sale of an equity investment and a $6.55 million pre-tax loss on a securities portfolio repositioning
Greystone Housing Impact Investors LP announced it will hold a conference call for investors on Tuesday, November 10, 2026, at 9:00 a.m. Eastern Time to discuss its Third Quarter 2026 results. The 8-K does not report any financial figures; the results themselves are not included in the body of the filing.
Investor conference call set for Tuesday, November 10, 2026, at 9:00 a.m. Eastern Time.
The call will discuss the Partnership's Third Quarter 2026 results.
The call will be webcast live in listen-only mode and a recorded replay will be available on the investor relations website.
The press release is furnished as Exhibit 99.1, dated October 22, 2026.
Rexford Industrial reported third quarter 2026 net income attributable to common stockholders of $14.6 million, or $0.07 per diluted share, versus $87.1 million, or $0.37, a year earlier, including $71.8 million of impairments. Company share of Core FFO was $0.60 per diluted share, flat year over year, and the company raised its 2026 Core FFO guidance to $2.41-$2.44 from $2.38-$2.43, while its 2026 net loss per share guidance widened to ($1.55)-($1.52) from ($1.32)-($1.27).
Q3 2026 net income attributable to common stockholders was $14.6 million, or $0.07 per diluted share, compared with $87.1 million, or $0.37, in Q3 2025.
Company share of Core FFO was $0.60 per diluted share, consistent with the prior year quarter.
2026 Core FFO guidance raised to $2.41-$2.44 per diluted share from $2.38-$2.43; net loss per share guidance widened to ($1.55)-($1.52).
Same Property Portfolio ending occupancy was 96.9% at September 30, 2026, up 200 basis points from June 30, 2026; the company repurchased 10.9 million shares for $408.7 million in the quarter.
SS&C reported third-quarter 2026 results for the period ended September 30, 2026, with revenue of $1,690.0 million, up 7.8%, and adjusted diluted earnings per share of $1.78, up 14.8%. GAAP net income fell 5.3% to $198.9 million, and GAAP diluted EPS was flat at $0.83, so shareholders see revenue and adjusted profit growth alongside lower GAAP net income.
Q3 2026 revenue of $1,690.0 million, up 7.8% from $1,568.0 million; adjusted organic revenue growth was 5.2%.
GAAP net income of $198.9 million, down 5.3% from $210.0 million; GAAP diluted EPS was $0.83, unchanged from a year earlier.
Adjusted diluted EPS of $1.78, up 14.8% from $1.55; company guides full-year 2026 adjusted diluted EPS to $7.11 to $7.17.
In August, SS&C raised its annual common stock dividend to $1.20, an 11.1% increase; Q3 returns to shareholders totaled $225.3 million.
BayCom reported third-quarter 2026 net income of $1.1 million, or $0.10 per diluted share, up from a net loss of $7.0 million in the second quarter but down from $5.0 million in the third quarter of 2025. The result absorbed a $6.8 million loss from repositioning $106.8 million of investment securities, and management said the actions reduced current-quarter earnings by about $0.50 per share.
Net income of $1.1 million ($0.10 per diluted share) vs. a net loss of $7.0 million in Q2 2026 and net income of $5.0 million ($0.46 per share) in Q3 2025
$6.8 million pre-tax loss on the sale of $106.8 million of available-for-sale securities; proceeds were redeployed at a yield about 122 basis points higher
Net interest margin rose to 4.11% from 3.95% in Q2 2026 and 3.68% in Q3 2025
Noninterest expense fell to $17.7 million from $27.2 million in Q2 2026, which included $10.5 million of costs tied to three senior executive departures
Boston Beer reported third-quarter 2026 net revenue of $520.1 million, down 3.2%, and GAAP diluted EPS of $4.21, compared with $4.25 a year earlier. It raised the low end of its full-year 2026 non-GAAP EPS guidance to $9.00 to $10.50, while now expecting depletions to fall by mid-single digits, a weaker volume outlook than before. Year-to-date results include a $194.5 million supplier dispute litigation expense, which the company says it intends to contest on appeal.
Q3 net revenue $520.1 million, down 3.2%; depletions down 5% and shipments down 4.9%
Q3 GAAP diluted EPS $4.21 vs. $4.25 a year earlier; non-GAAP EPS $4.37, excluding $0.16 per share of litigation expense
Full-year 2026 non-GAAP EPS guidance $9.00 to $10.50, up from $8.50 to $10.50; depletions now expected down mid-single digits
Year-to-date GAAP diluted loss of $4.87 per share; cash of $308.1 million and no debt as of September 26, 2026
Farmer Mac said it will release financial results for the quarter ended September 30, 2026, on Thursday, November 5, 2026, after the close of equity markets. The company will hold a conference call that day at 4:30 p.m. Eastern time, with telephone dial-in and webcast access. The announcement gives the timing of results but does not disclose any financial figures.
Third-quarter 2026 results (quarter ended September 30, 2026) to be released Thursday, November 5, 2026, after the close of equity markets
Earnings conference call set for November 5, 2026, at 4:30 p.m. Eastern time, available by phone or webcast
The filing contains no financial results or guidance
Carpenter Technology reported fiscal first-quarter 2027 results for the period ended September 30, 2026, with net sales of $798.2 million, up 9% from a year earlier, and operating income of $196.4 million, up 28%. Diluted earnings per share were $3.25 versus $2.43, and the company maintained its fiscal 2027 operating income outlook of $850 million to $880 million, though free cash flow was negative $24.8 million as capital spending rose.
Operating income of $196.4 million was up 28% year over year and down 5% sequentially from $206.9 million in the fourth quarter of fiscal 2026.
Diluted earnings per share were $3.25, compared with $2.43 in the prior year first quarter; net sales were $798.2 million, up 9%.
Fiscal 2027 operating income outlook of $850 million to $880 million was maintained; second-quarter operating income is expected between $192 million and $197 million.
The company repurchased $133.9 million of stock in the quarter and had $985.0 million remaining under its $1.0 billion program; free cash flow was negative $24.8 million.
Selective Insurance Group reported third-quarter 2026 net income of $2.11 per diluted share, up from $1.85 a year earlier, and non-GAAP operating income of $2.37 per share, up from $1.75. Net premiums written fell 7% to $1,122.8 million, and the company raised its 2026 after-tax net investment income outlook to $490 million from $480 million. The board also raised the quarterly dividend 12% to $0.48 per share and authorized a new $200 million share repurchase program.
Net income per diluted share was $2.11 versus $1.85 a year ago; non-GAAP operating income per share was $2.37 versus $1.75.
GAAP combined ratio improved to 96.8% from 98.6%, with no prior year casualty reserve development in the quarter.
Net premiums written fell 7% to $1,122.8 million, driven by an 8% decrease in Standard Commercial Lines.
Quarterly dividend rose to $0.48 per share, payable December 1, 2026; the new $200 million buyback adds to $53 million remaining under the existing authorization.
Forgent Power Solutions said its fiscal first quarter 2027 revenues and Adjusted EBITDA, for the quarter ended September 30, 2026, will exceed the high end of its previously provided guidance ranges. The filing gives no dollar figures, and full results are due before the market opens on November 12, 2026, which will give shareholders the actual numbers.
Fiscal Q1 2027 revenues and Adjusted EBITDA expected to exceed the high end of prior guidance ranges
Quarter ended September 30, 2026; the filing does not state specific dollar amounts
Full results to be reported before market open on November 12, 2026
Conference call scheduled for 11:00 a.m. ET on the same day
Associated Banc-Corp reported net income available to common equity of $144 million, or $0.76 per share, for the quarter ended September 30, 2026, up from $122 million, or $0.73 per share, a year earlier. Excluding nonrecurring items tied to its American National Corporation acquisition, adjusted earnings were $154 million, or $0.81 per share. The company also repurchased $100 million of its common stock during the quarter.
Net interest income rose 24% year over year to $377 million, and net interest margin was 3.20%.
Period end total loans reached $36.5 billion, up 18% from a year earlier, and period end total deposits reached $40.4 billion, up 16%.
Nonaccrual loans rose $33 million from the prior quarter to $183 million, and the nonaccrual loans to total loans ratio was 0.50%.
The company updated 2026 expectations, including noninterest income growth of 12% to 14% and an annual effective tax rate of 20% to 22%.
Enova International reported third quarter 2026 results for the period ended September 30, 2026. Revenue of $1.01 billion and diluted earnings per share of $4.06 both rose sharply from the third quarter of 2025, and the company repurchased $46 million of common stock during the quarter.
Total revenue of $1.01 billion, up 26% from $803 million in Q3 2025
Net income of $107 million, or $4.06 per diluted share, up from $3.03 per diluted share
Net charge-off ratio of 8.1%, down from 8.5% in Q3 2025
Repurchased $46 million of common stock and began Q4 with $252 million of share repurchase capacity
Ameris Bancorp reported third-quarter 2026 net income of $116.1 million, or $1.73 per diluted share, up from $106.0 million, or $1.54 per diluted share, a year earlier, and up sharply from $51.4 million in the second quarter, which included a $80.8 million litigation expense accrual. Year-to-date net income was $278.0 million, or $4.13 per diluted share, down from $303.8 million, or $4.41, in the same period of 2025. The board also authorized a $200.0 million share repurchase program running through October 31, 2027.
Q3 2026 net income $116.1 million, or $1.73 per diluted share, versus $106.0 million, or $1.54, in Q3 2025
Net interest margin 3.87%, a seven basis point improvement from Q3 2025; return on average assets 1.61%
Board authorized up to $200.0 million in share repurchases on October 16, 2026, through October 31, 2027
Earnings teleconference set for 9:00 a.m. Eastern time on October 23, 2026
Columbia Banking System reported third quarter 2026 net income of $220 million, or $0.78 per diluted share, up from $208 million and $0.73 in the second quarter and from $0.40 a year earlier. The Board authorized a new $1.2 billion share repurchase program with no expiration date after the previous plan was completed.
Net income was $220 million and diluted EPS was $0.78, compared with $0.73 in Q2 2026 and $0.40 in Q3 2025.
Operating diluted EPS, a non-GAAP measure, was $0.82, up from $0.76 in Q2 2026 but down from $0.85 in Q3 2025.
Net interest margin was 4.11%, up 18 basis points from Q2 2026.
The Board authorized a new buyback of up to $1.2 billion; the prior plan was completed, with 23.3 million shares repurchased since November 2025.
Byline Bancorp reported third quarter 2026 net income of $41.8 million, or $0.94 per diluted share, up from $40.2 million and $0.90 in the second quarter and $37.2 million and $0.82 a year earlier. Total revenue of $121.0 million was a record, but non-performing assets rose 21.6% to $87.9 million and the efficiency ratio worsened to 48.40%, which shareholders may want to watch.
Net income $41.8 million and diluted EPS $0.94, versus $0.90 in 2Q26 and $0.82 in 3Q25.
Total revenue of $121.0 million, a record, up 2.8% from 2Q26 and 4.6% from 3Q25.
Non-performing assets of $87.9 million, up 21.6% from June 30, 2026; efficiency ratio 48.40% versus 46.93% in 2Q26.
Board declared a $0.14 per share cash dividend, payable November 17, 2026, to holders of record on November 3, 2026.
Chemung Financial reported third quarter 2026 net income of $12.7 million, or $2.63 per share, up from $8.8 million, or $1.82 per share, in the second quarter and $7.8 million, or $1.62 per share, in the third quarter of 2025. The filing attributes part of the gain to a $2.9 million partial recovery on a commercial loan participation received in connection with a litigation settlement, and the bank completed its conversion to a national bank charter effective October 1, 2026.
Third quarter 2026 net income was $12.7 million, or $2.63 per share, versus $8.8 million, or $1.82 per share, in the prior quarter.
Net interest income was $25.7 million, up $3.0 million, or 13.2%, from the third quarter of 2025.
Provision for credit losses was a credit of $2.6 million, reflecting a $2.9 million partial loan recovery tied to a legal settlement.
Chemung Canal Trust Company became Chemung Canal Trust Company, National Association effective October 1, 2026.
Bar Harbor Bankshares reported third quarter 2026 GAAP net income of $16.1 million, or $0.96 per diluted share, up from $15.2 million, or $0.91, in the second quarter and $8.9 million, or $0.54, a year earlier. The company also declared a quarterly cash dividend of $0.34 per share, unchanged from the prior quarter, which shareholders of record on November 19, 2026 will receive on December 18, 2026.
Q3 2026 GAAP net income of $16.1 million, or $0.96 per diluted share, versus $15.2 million, or $0.91, in Q2 2026
Core earnings (non-GAAP) of $17.5 million, or $1.04 per diluted share, versus $15.4 million, or $0.92, in Q2 2026
Net interest margin rose to 3.77% from 3.61% in Q2 2026; total assets were $4.7 billion
Quarterly dividend of $0.34 per share: record date November 19, 2026; payable December 18, 2026
First Western Financial reported third-quarter 2026 net income available to common shareholders of $6.0 million, or $0.60 per diluted share, up from $5.7 million, or $0.57 per diluted share, in the second quarter. Net interest income rose 5.5% and loans grew, while non-interest income fell 9.4%, and total income before non-interest expense fell 1.7% from the prior quarter.
Net income available to common shareholders was $6.0 million, or $0.60 per diluted share, versus $5.7 million, or $0.57, in Q2 2026 and $3.2 million, or $0.32, in Q3 2025.
Net interest income was $23.0 million, up 5.5% from Q2 2026, and net interest margin rose to 2.95% from 2.90%.
Non-interest income fell 9.4% to $5.8 million, mainly on lower mortgage loan gains; total loans held for investment rose $95.0 million to $2.81 billion.
The company will hold an investor call and webcast on Friday, October 23, 2026, at 10:00 a.m. Mountain Time.
Carpenter Technology reported first quarter fiscal 2027 results on October 22, 2026. Operating income rose to $196.4 million from $153.3 million a year earlier, and diluted earnings per share were $3.25 versus $2.43, with net sales of $798.2 million compared with $733.7 million. The company also set a fiscal 2027 operating income outlook of $850 million to $880 million and authorized a new $1.0 billion share repurchase program.
Operating income of $196.4 million vs. $153.3 million a year earlier; diluted EPS of $3.25 vs. $2.43
Net sales of $798.2 million, down from $851.0 million in Q4 FY26 but up from $733.7 million in Q1 FY26
FY27 operating income outlook of $850 million to $880 million; Q2 FY27 SAO operating income expected at $214 million to $218 million
Repurchased $133.9 million of stock in the quarter and authorized a new $1.0 billion program; free cash flow was negative $24.8 million
1st Source Corporation reported record third-quarter 2026 net income of $49.54 million, or $2.03 per diluted share, up 18.71% from $1.71 a year earlier. The board also approved a quarterly cash dividend of $0.45 per share, up 12.50% from a year ago, payable November 13, 2026 to holders of record on November 3, 2026.
Q3 2026 net income was $49.54 million, up 4.20% from the prior quarter and up 17.13% from Q3 2025.
Diluted EPS was $2.03, versus $1.95 in Q2 2026 and $1.71 in Q3 2025.
Results include $3.82 million in pre-tax securities losses and a $1.00 million charitable contribution.
Dividend of $0.45 per share is payable November 13, 2026 to holders of record on November 3, 2026.
Universal Insurance Holdings reported third quarter 2026 results on October 22, 2026, with GAAP diluted earnings per share of $1.80 versus $1.38 a year earlier and total revenues of $439.3 million, up 9.6%. The combined ratio improved to 91.0% from 96.4%, and the company attributed the lower ceded premium ratio mainly to a new reinsurance program that took effect June 1, 2026, which is a key driver of the higher profit for shareholders.
GAAP diluted EPS of $1.80 vs. $1.38 a year earlier; adjusted diluted EPS of $1.93 vs. $1.36
Combined ratio of 91.0% vs. 96.4%; ceded premium ratio fell to 27.6% from 32.7% after the June 1, 2026 reinsurance program
Repurchased about 174 thousand shares for $7.4 million in the quarter; about $1.1 million remains under the authorization
Quarterly dividend of 16 cents per share; results call set for Friday, October 23, 2026 at 10:00 a.m. ET
Citizens & Northern reported unaudited third-quarter 2026 net income of $16,285,000, or $0.92 per diluted share, up from $14,057,000 in the second quarter and $6,551,000 in the third quarter of 2025. The board also raised the regular quarterly cash dividend by $0.02 to $0.30 per share, which shareholders of record on November 2, 2026 will receive on November 13, 2026.
Q3 2026 net income of $16,285,000 ($0.92 diluted EPS), versus $14,057,000 ($0.79) in Q2 2026 and $6,551,000 ($0.42) in Q3 2025
Net interest margin rose to 4.13% in Q3 2026 from 4.07% in Q2 2026; net interest income was $30,205,000
Q3 2026 included a credit for credit losses of $3,171,000; the nine-month provision was $8,585,000 versus $4,753,000 a year earlier
Quarterly dividend increased to $0.30 per share from $0.28, payable November 13, 2026 to holders of record as of November 2, 2026
Kinsale Capital Group reported third-quarter 2026 net income of $98.1 million, or $4.36 per diluted share, down from $141.6 million, or $6.09, a year earlier. Non-GAAP net operating earnings rose to $128.3 million, or $5.70 per share, while gross written premiums fell 4.8%, and nine-month net income rose to $386.6 million, or $16.97 per share.
Q3 2026 net income was $98.1 million, $4.36 per diluted share, versus $141.6 million, $6.09 per share, in Q3 2025.
Q3 2026 net operating earnings were $128.3 million, $5.70 per diluted share, versus $121.2 million, $5.21, in Q3 2025.
Gross written premiums fell 4.8% to $462.9 million; property division premiums declined 19.3%.
Q3 included a $37.6 million pre-tax realized loss from a portfolio repositioning; nine-month net income was $386.6 million, $16.97 per share.
First Interstate BancSystem reported third-quarter 2026 net income of $62.2 million, or $0.65 per diluted share, down from $83.9 million, or $0.87, in the second quarter and $71.4 million, or $0.69, a year earlier. The second quarter included a $19.5 million gain from the sale of eleven Nebraska branches, and net interest margin rose to 3.53%, which the company cited as a sign of improving earnings power. The company also declared a $0.47 per share dividend payable November 13, 2026.
Net income was $62.2 million, or $0.65 per diluted share, versus $83.9 million, or $0.87, in Q2 2026 and $71.4 million, or $0.69, in Q3 2025.
Net interest margin rose to 3.53% from 3.45% in Q2 2026 and 3.34% in Q3 2025.
Q2 2026 results included a $19.5 million gain on the sale of eleven Nebraska branches.
Board declared a $0.47 per share dividend, payable November 13, 2026, to holders of record as of November 3, 2026.
Comfort Systems USA reported third-quarter 2026 net income of $489.0 million, or $13.91 per diluted share, up from $291.6 million, or $8.25, a year earlier, on revenue of $3.77 billion versus $2.45 billion. The company also declared a quarterly dividend of $1.00 per share, up $0.10, payable November 23, 2026 to holders of record on November 12, 2026.
Q3 2026 net income $489.0 million, or $13.91 per diluted share, versus $291.6 million, or $8.25, in Q3 2025
Q3 2026 revenue $3.77 billion versus $2.45 billion; backlog $17.81 billion at September 30, 2026, versus $14.06 billion at June 30, 2026
Quarterly dividend raised to $1.00 per share from $0.90, payable November 23, 2026 to holders of record November 12, 2026
Earnings webcast and conference call scheduled for Friday, October 23, 2026 at 10:00 a.m. Central Time
Deckers reported fiscal second-quarter 2027 net sales up 3.5% to $1.481 billion and diluted EPS up 27% to $2.31, which included a $0.28 benefit from IEEPA tariff net refunds. The company now expects full-year fiscal 2027 diluted EPS of $7.80 to $7.95, including an approximate $0.52 tariff refund benefit, and it also appointed Rati Sahi Levesque to its board effective December 1, 2026, replacing retiring director Lauri Shanahan.
Net sales rose 3.5% to $1.481 billion: HOKA up 6.8%, UGG up 3.5%, direct-to-consumer down 1.8%.
Diluted EPS was $2.31 versus $1.82, including the $0.28 tariff refund benefit from $46.0 million in refunds plus $3.0 million of interest.
Full-year fiscal 2027 net sales are now expected at $5.700 billion to $5.725 billion, with operating margin of about 23%.
The company repurchased $299.3 million of stock in the quarter and had about $4.4 billion left under its repurchase authorization.
Bloom Energy reported third-quarter 2026 revenue of $1,235.8 million, up 138.1% from a year earlier, and GAAP diluted EPS of $0.78 compared with a loss of $0.10 per share in the same quarter of 2025. The company raised its full-year 2026 revenue guidance to $4.4 billion to $4.6 billion, and said it was added to the S&P 500.
Q3 2026 revenue was $1,235.8 million, up 138.1% year over year; product revenue was $1,073.6 million, up 179.4%.
GAAP diluted EPS was $0.78 versus a loss of $0.10 in Q3 2025; non-GAAP diluted EPS was $0.94.
Full-year 2026 revenue guidance was raised to $4.4 billion to $4.6 billion, and non-GAAP EPS guidance is $3.10 to $3.40.
Net cash used in operating activities was $27.1 million in Q3 2026, compared with cash provided of $226.4 million in Q2 2026.
FVCBankcorp reported third-quarter 2026 net income of $6.6 million, up 19% from $5.6 million a year earlier, with diluted earnings per share of $0.37 versus $0.31. Its board also declared a $0.07 per share quarterly cash dividend, payable November 16, 2026 to shareholders of record on October 26, 2026. Net income was down from $8.2 million in the second quarter of 2026, which the company partly attributed to a $1.0 million loan prepayment fee recorded that quarter.
Q3 2026 net income $6.6 million vs. $5.6 million in Q3 2025; diluted EPS $0.37 vs. $0.31, up 20%.
Nine-month net income $21.2 million, up 29%; nine-month diluted EPS $1.17, up 30%.
Net interest margin rose to 3.32% from 2.91% a year earlier; total deposits fell $55.2 million, or 3%, in the quarter.
Quarterly dividend of $0.07 per share, about $1.3 million in aggregate, payable November 16, 2026.
Marten Transport reported third-quarter 2026 net income of $2.9 million, or 4 cents per diluted share, up from $2.2 million, or 3 cents, a year earlier, on operating revenue of $223.2 million. Net income for the first nine months fell to $9.6 million from $13.7 million, and management said higher net fuel and health insurance costs reduced third-quarter net income by $3.7 million. The filing includes no earnings guidance.
Q3 2026 net income was $2.9 million, or 4 cents per diluted share, versus $2.2 million, or 3 cents, in Q3 2025.
Operating revenue was $223.2 million versus $220.5 million; fuel surcharge revenue rose to $39.0 million from $26.5 million.
Nine-month net income was $9.6 million, or 12 cents per diluted share, versus $13.7 million, or 17 cents, a year earlier.
Management said net fuel and health insurance costs reduced Q3 net income by $3.7 million, or 4.5 cents per share, partly offset by a larger equipment sale gain.
WSFS Financial reported third-quarter 2026 diluted EPS of $1.75, up from $1.63 in the prior quarter and $1.37 a year earlier, on net income of $89.3 million. Total net revenue rose to $287.6 million, but problem assets increased $57.5 million from June 30, 2026, and total client deposits fell $619.5 million over the quarter.
Net income attributable to WSFS was $89.3 million, versus $84.4 million in 2Q 2026 and $76.4 million in 3Q 2025.
Total net revenue was $287.6 million, versus $282.5 million in 2Q 2026 and $270.5 million in 3Q 2025.
Problem assets rose to $530.4 million from $472.9 million on June 30, 2026; provision for credit losses was $8.4 million, versus $5.0 million in 2Q 2026.
The board approved a quarterly cash dividend of $0.20 per share, payable November 20, 2026, and the company repurchased $59.6 million of common stock in the quarter.
Boyd Gaming reported third-quarter 2026 revenue of $990.5 million, down from $1.0 billion a year earlier, and adjusted earnings of $121.7 million, or $1.67 per share, versus $139.1 million, or $1.72 per share, in the third quarter of 2025. GAAP net income of $124.9 million, or $1.71 per share, compares with $17.81 per share a year earlier, a period that included a $1.4 billion after-tax gain on the FanDuel stake sale. Shareholders see lower revenue and adjusted profit, and the company repurchased $164 million of shares during the quarter.
Third-quarter revenue was $990.5 million versus $1,004.4 million in the third quarter of 2025.
Adjusted EBITDAR was $319.6 million versus $321.8 million a year earlier.
Net income attributable to Boyd Gaming was $124.9 million, or $1.71 per share, versus $1.4 billion, or $17.81 per share, in the prior-year quarter, which included the FanDuel gain.
The company repurchased $164 million of shares in the quarter and had $387 million remaining under its authorization as of September 30, 2026.
Community West Bancshares reported unaudited third-quarter 2026 net income of $8,066,000, or $0.30 per diluted share, down from $10,873,000 and $0.57 a year earlier but up from $2,695,000 and $0.10 in the second quarter. The results include $7,166,000 of merger and conversion costs and a $6,615,000 one-time legal settlement, and the board declared a $0.12 per share dividend payable November 20, 2026.
Net income of $8,066,000 and diluted EPS of $0.30 for the quarter ended September 30, 2026, versus $10,873,000 and $0.57 a year earlier and $2,695,000 and $0.10 in the prior quarter.
Merger and conversion related costs of $7,166,000 and a one-time legal settlement of $6,615,000 were recorded in the quarter; comparable non-GAAP net income was $17,787,000, or $0.66 per diluted share.
Net interest margin rose to 4.65% from 4.56% in the June 30, 2026 quarter.
The board declared a $0.12 per share cash dividend payable November 20, 2026 to shareholders of record as of November 6, 2026.
MaxLinear reported unaudited third-quarter 2026 revenue of $218.1 million, up 72% from a year earlier, and GAAP net income of $28.9 million, compared with a net loss of $45.5 million a year earlier. The company also expanded its senior secured revolving credit facility by $70 million to $200 million and gave Q4 2026 revenue guidance of $240 million to $260 million, which would be above the Q3 level.
Q3 2026 net revenue $218.1 million, up 29% from Q2 2026 and up 72% year over year; GAAP diluted EPS $0.30 versus $(0.52) a year earlier
Non-GAAP diluted EPS $0.62 for Q3 2026, versus $0.14 a year earlier
Q4 2026 revenue guidance $240 million to $260 million; GAAP gross margin 58.0% to 61.0%
Revolving facility commitments increased by $70 million to $200 million under Amendment No. 3 dated October 16, 2026; liquidity covenant threshold lowered from $80 million to $60 million
VeriSign reported third-quarter 2026 revenue of $443 million, up 5.7% from a year earlier, and operating income of $296 million, up from $284 million. Diluted EPS rose to $2.35 from $2.27, although a $7.5 million pre-tax loss on assets held for sale reduced EPS by $0.06, and net income was flat at $213 million.
Revenue of $443 million for the quarter ended September 30, 2026, up 5.7% year over year
Diluted EPS of $2.35 versus $2.27; a $7.5 million pre-tax loss on assets held for sale lowered EPS by $0.06
Domain name base reached 182.5 million .com and .net registrations, up 6.1% year over year
Board approved a cash dividend of $0.81 per share, payable November 24, 2026 to holders of record on November 17, 2026
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