1,368 material Form 8-K filings that 974 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). 316 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Liquidia and its subsidiary Liquidia Technologies signed a settlement agreement with United Therapeutics on October 13, 2026, resolving all pending litigation between the companies. Liquidia will keep marketing YUTREPIA for pulmonary arterial hypertension but must remove the PH-ILD indication from the label and stop promoting it for that use, and it must make payments totaling a stated net $380.7 million in 2026 and 2027.
Net payment to United Therapeutics of $175.0 million due within 30 business days, plus $145.4 million in two $72.7 million installments due January 31, 2027 and April 30, 2027
Separate settlements with Sandoz, Henderson and PBM total about $60.3 million; the PBM agreement is with a related party that is controlled by a director, and the board's disinterested members approved it
Lender consent for a letter of credit tied to the settlement raised the minimum cash covenant under the revenue interest financing agreement from $15.0 million to $45.0 million
Preliminary, unaudited third-quarter 2026 YUTREPIA net product sales were $222.7 million, and cash and cash equivalents were $396.1 million as of September 30, 2026
Michael Gathy told Lazard on October 12, 2026 that he will resign as Chief Accounting Officer and principal accounting officer to pursue other opportunities, effective December 11, 2026. CFO Tracy Farr will take on the principal accounting officer role on that date, at no additional compensation, so the change is an executive transition in the accounting function rather than a change in company financial results.
Gathy informed the company on October 12, 2026 and resigns effective December 11, 2026
CFO Tracy Farr will assume the principal accounting officer role as of the effective date
Farr will receive no additional compensation for the added role
The filing reports no arrangements with other persons or related-party transactions for Farr
Minerals Technologies completed a $400 million offering of 7.500% Senior Notes due 2032 and amended its credit agreement with JPMorgan Chase Bank as administrative agent. The company plans to use the note proceeds, plus cash on hand, to redeem its outstanding 5.000% senior notes due 2028 and pay offering fees. The amendment replaces the existing $400 million revolving facility with a $500 million facility maturing October 13, 2031.
$400 million of 7.500% Senior Notes due 2032, interest payable January 15 and July 15 starting January 15, 2027
Proceeds, with cash on hand, to redeem all outstanding 5.000% senior notes due 2028 and pay fees
New $500 million senior secured revolving credit facility maturing October 13, 2031, replacing the $400 million revolver
Existing $564.9 million senior secured term loan facility is not changed and matures November 26, 2031
Illumina entered into dealer agreements on October 8, 2026, to establish an unsecured commercial paper program allowing short-term notes of up to $1.0 billion outstanding at any time. The company said no notes were outstanding as of the filing date and proceeds are expected to fund general corporate purposes, so the program adds borrowing capacity rather than existing debt.
Program caps outstanding CP Notes at $1.0 billion; no notes were outstanding as of the filing date
Maturities may not exceed 397 days from the date of issue
Three commercial paper dealers and a national bank as issuing and paying agent
Proceeds expected for general corporate purposes; dealer agreement form filed as Exhibit 10.1
Spire Inc. and its subsidiaries Spire Missouri, Spire Alabama and Spire Tennessee signed an amendment with Wells Fargo, as administrative agent, extending the final maturity date of their credit agreement by one year. The maturity moves from October 11, 2030 to October 11, 2031, and the filing states that other material terms are unchanged.
Final maturity date extended one year, from October 11, 2030 to October 11, 2031
Amendment dated October 13, 2026, among Spire Inc., Spire Missouri, Spire Alabama, Spire Tennessee and Wells Fargo Bank, National Association
Original Second Amended and Restated Loan Agreement dated October 11, 2024; other material terms unchanged
STERIS, through subsidiary STERIS Corporation, agreed on October 11, 2026 to acquire Xodus Medical, a Pennsylvania specialty surgical products business, for $2.1 billion in cash at closing, with up to $150 million more tied to calendar 2028 performance targets. The deal is expected to be financed mainly with debt, backed by a $2.0 billion bridge financing commitment, and is expected to close by December 31, 2026, subject to regulatory approvals.
Cash price: $2.1 billion at closing, subject to customary adjustments, plus up to $150 million in earnout tied to calendar 2028 targets
Financing: expected to be funded primarily with debt; $2.0 billion senior unsecured bridge facility from JPMorgan Chase Bank and Goldman Sachs Bank USA
Timing: expected to close by December 31, 2026; either party may terminate if not closed by July 12, 2027, extendable to January 11, 2028
Expand Energy appointed Sarah Grose as Vice President and Chief Accounting Officer, and she now serves as principal accounting officer. The role had been held on an interim basis by CFO Marcel Teunissen. The filing discloses her base salary, bonus target and long-term incentive target, which are modest relative to executive officer pay and unlikely to materially affect shareholders.
Sarah Grose appointed effective October 8, 2026; previously interim principal accounting officer duties were held by CFO Marcel Teunissen
Annual base salary of $325,000 with a cash bonus target of 50% of base salary, prorated for 2026
Annual long-term incentive target of $500,000 under the 2021 Long-Term Incentive Program
Grose joined the company in 2019 and most recently served as Director – Corporate Accounting from 2021 to 2026
Universal Corporation entered into Amendment No. 1 to its Credit Agreement with JPMorgan Chase Bank, N.A. on October 9, 2026, temporarily raising the maximum Total Net Leverage Ratio it must maintain. The covenant rises from 3.00 to 1.00 to 3.75 to 1.00 for the quarters ending September 30 and December 31, 2026, then steps down to 3.25 to 1.00 for March 31, 2027 before returning to 3.00 to 1.00 from June 30, 2027.
Maximum Total Net Leverage Ratio set at 3.75 to 1.00 for quarters ending September 30, 2026 and December 31, 2026
Covenant steps down to 3.25 to 1.00 for quarter ending March 31, 2027
Covenant returns to 3.00 to 1.00 for quarter ending June 30, 2027 and later quarters
Filing describes other amendments as non-material; all other credit agreement terms unchanged
On October 13, 2026, Enova International's subsidiary NetCredit Receivables 2022, LLC entered into a Fourth Amendment to its Note Issuance and Purchase Agreement with Jefferies Funding LLC and others. The amended facility has a $200 million commitment amount, priced at SOFR plus 4.00%, and a maturity date of October 15, 2030, which sets the financing terms for the subsidiary's borrowing capacity.
Commitment amount under the amended agreement is $200,000,000.
Borrowing rate is SOFR plus 4.00%; funding rate is 90%.
Revolving period terminates October 15, 2028; maturity date is October 15, 2030.
Jefferies Funding LLC is administrative agent; Citibank, N.A. is collateral agent and paying agent.
EQT Corporation said it expects to report a total gain on derivatives of $100 million for the three months ended September 30, 2026, including $70 million in net cash settlements received, with $68 million from NYMEX natural gas hedges. The figures are preliminary and will be finalized in the company's Form 10-Q or earnings release, so they give shareholders an early read on hedging results rather than a full picture of operating performance.
Expected total gain on derivatives of $100 million for the quarter ended September 30, 2026
Net cash settlements received on derivatives of $70 million, including $68 million on NYMEX natural gas hedges and $2 million on basis and liquids hedges
No premiums paid or received for derivatives that settled during the period
Amounts are preliminary and will be reported in the Form 10-Q or corresponding earnings release
AZZ reported second-quarter fiscal 2027 sales of $486.9 million, up 16.7%, and adjusted diluted EPS of $2.00, up 29.0%, for the quarter ended August 31, 2026. GAAP diluted EPS fell 34.2% to $1.94 because the prior-year quarter included a large AVAIL joint venture gain, and the company raised its fiscal 2027 guidance for sales, adjusted EBITDA and adjusted diluted EPS.
Second-quarter sales were $486.9 million; Metal Coatings rose 22.9% to $233.5 million and Precoat Metals rose 11.5% to $253.4 million.
GAAP diluted EPS was $1.94, down 34.2%; adjusted diluted EPS was $2.00, up 29.0%.
Fiscal 2027 adjusted diluted EPS guidance was raised to $7.00-$7.30 from $6.75-$7.15, and sales guidance to $1.825-$1.875 billion from $1.80-$1.85 billion.
During the first half, AZZ repurchased $20.0 million of common stock and completed the $57.5 million Seattle Galvanizing acquisition.
Genworth Financial said its Vice President and Controller, Darren W. Woodell, who serves as principal accounting officer, intends to resign to pursue a new opportunity, effective in early November 2026 after the Form 10-Q for the period ending September 30, 2026 is filed. The filing states the resignation is not due to any disagreement with the company on operations, policies or practices. Chief Financial Officer Jerome T. Upton will serve as interim principal accounting officer until a successor is appointed, a change that is administrative in nature for shareholders.
Darren W. Woodell notified Genworth of his intent to resign on October 8, 2026
Departure is effective in early November 2026, after the Form 10-Q for the period ending September 30, 2026 is filed
Jerome T. Upton, Executive Vice President and CFO, will serve as interim principal accounting officer
Upton's compensatory arrangements will not change; his details are incorporated by reference from the April 6, 2026 Proxy Statement
SAIC said Kenneth Crews, former Corporate Vice President and CFO of Northrop Grumman, will become Executive Vice President and Chief Financial Officer effective December 7, 2026, after joining as CFO-elect on October 30, 2026. Prabu Natarajan, the current CFO, will become permanent Executive Vice President of the Civilian Business Group and will cease being CFO as of the effective date.
Kenneth (Ken) Crews, age 45, joins October 30, 2026 as CFO-elect and assumes the CFO role December 7, 2026
Crews' annual base salary is $740,000, with a short-term incentive cash bonus target of 100% of base salary
Crews receives a one-time sign-on cash payment of $250,000 and a sign-on RSU award with a $2,000,000 grant date value
Prabu Natarajan becomes permanent Executive Vice President, Civilian Business Group, and continues as Executive Vice President of Enterprise Operations
Corsair Gaming director Sarah Kim notified the board on October 7, 2026 that she will resign effective December 31, 2026, citing other professional commitments. The filing says her departure was not due to any disagreement with the company on operations, policies or practices.
Sarah Kim notified the board on October 7, 2026 of her decision to resign.
Resignation is effective December 31, 2026.
Kim served on the board for nearly five years, including on the Compensation Committee.
The filing cites other professional commitments and states no disagreement with the company.
At its October 12, 2026 annual meeting, MillerKnoll shareholders approved the 2026 Long-Term Incentive Plan, which replaces the 2025 plan and authorizes up to 23,964,945 shares for issuance, subject to certain adjustments. The plan covers equity awards to non-employee directors and all employees, including named executive officers. Shareholders also elected three directors to three-year terms, approved executive pay on an advisory basis, and ratified KPMG LLP as auditor for the fiscal year ending May 29, 2027.
Plan approved with 50,343,262 votes for and 8,653,283 votes against, plus 113,987 abstentions and 5,807,699 broker non-votes
Maximum of 23,964,945 shares may be issued under the plan, subject to adjustments
Jeanne K. Gang, Michael R. Smith and Claire F. Spofford elected to three-year terms; Gang received 57,569,433 votes for
KPMG LLP ratified as independent registered public accounting firm with 64,449,678 votes for
Merck & Co. said Paul J. Diaz, managing partner at Cressey & Company, will join its Board of Directors effective Nov. 1, 2026, bringing the board to 14 members. He will stand for election by shareholders in May 2027 and will serve on the Audit and Research Committees, and he will be paid as a non-employee director under the company's published compensation practices.
Diaz joins the board effective Nov. 1, 2026, and will stand for shareholder election in May 2027.
He was appointed to both the Audit Committee and the Research Committee.
The board will have 14 members after his addition.
Diaz previously served as president and CEO of Myriad Genetics, Inc. and Kindred Healthcare.
Citigroup reported third-quarter 2026 net income of $5.2 billion, or $2.85 per diluted share, on revenues of $23.8 billion, up from $3.8 billion, or $1.86 per share, a year earlier. The prior-year figures included a $726 million goodwill impairment tied to the Banamex stake sale, so excluding that item, earnings per share rose 27%. Returns to common shareholders totaled $4.1 billion in the quarter, and management said it expects to exceed this year's return target.
Revenues rose 8% to $23.8 billion, driven by Services, Wealth, Markets and Banking, partly offset by All Other.
Reported EPS of $2.85 compared with $1.86 a year earlier; excluding the prior-year notable item, prior-year EPS was $2.24.
Provision for credit losses was $2.6 billion, up 6%, with a net reserve build of $369 million.
Common Equity Tier 1 capital ratio was 12.8%, unchanged from the prior quarter; return on average tangible common equity was 11.5%.
P&G's Board declared a quarterly dividend of $1.0885 per share, payable on or after November 16, 2026, to shareholders of record on October 23, 2026. At the Annual Meeting, preliminary results show all 12 Director nominees were elected, and the company says it has increased its dividend for 70 consecutive years.
Quarterly dividend of $1.0885 per share on common and ESOP preferred stock, payable on or after November 16, 2026
Record date is October 23, 2026 for common and Series A and Series B ESOP Convertible Class A Preferred shareholders
Preliminary voting results show all 12 Director nominees elected; final results will be filed on Form 8-K
Danaher's board increased its size to thirteen members and appointed Daniel L. Comas and Robert M. Hershberg as directors effective October 9, 2026. Director Alan G. Spoon will retire from the board at the 2027 annual meeting, and founders Steven and Mitchell Rales waived 500,000-share RSU grants each for no consideration.
Board increased to thirteen members; Daniel L. Comas and Robert M. Hershberg appointed effective October 9, 2026
Comas, a former Danaher CFO, ended his consulting agreement effective September 30, 2026, after earning $393,750 in 2026 and $525,000 in 2025
Alan G. Spoon will not stand for re-election and retires effective at the 2027 annual meeting; he cited no disagreement with the company
Steven and Mitchell Rales each waived Founder RSUs covering 500,000 shares granted August 4, 2026, for no consideration
California Resources disclosed preliminary, unaudited realized prices and commodity derivative results for the three months ended September 30, 2026. Oil realized $72.46 per barrel after derivative settlements, compared with $83.42 before settlements, and the company estimates a $134 million loss from derivative settlements. The filing does not provide full quarterly earnings, and the company says final results could differ.
Oil realized price was $72.46 per barrel with derivative settlements, versus $83.42 per barrel without them.
Brent index price was $91.36 per barrel and WTI was $85.79 per barrel for the period.
Estimated derivative settlement loss of $134 million, including $122 million on commodity sales derivatives and $12 million on natural gas purchase derivatives.
The figures are preliminary and unaudited and are not a full earnings estimate.
Skydance Corporation issued $11,983,970,000 in U.S. dollar second lien notes and EUR 546,547,000 in euro second lien notes on October 9, 2026, in exchange for existing notes issued by its WBD subsidiaries. The notes are secured by second-priority liens on substantially all personal property and rank junior to the company's credit facilities and first lien notes, so the exchange adds secured debt that sits ahead of unsecured obligations.
As of the October 6, 2026 expiration date, about 99.15% of the existing exchange offer notes were validly tendered, and about 98.83% of the existing tender offer notes were tendered for cash.
The notes are junior in lien priority to the company's credit facilities and first lien senior secured notes, and liens are released for a series if an Investment Grade Event occurs and the company has no more than $250,000,000 of term B lo
The filing also describes a warrant distribution with an issue date of October 13, 2026, and NYSE ticker SKYD WS, for holders of Class B common stock as of the October 5, 2026 record date.
Johnson & Johnson reported third-quarter 2026 sales up 5.9% to $25.4 billion, but net earnings fell 95.9% to $210 million after a one-time special charge for the proposed talc litigation resolution. Adjusted EPS fell 7.5% to $2.59, and the company raised its full-year 2026 adjusted EPS guidance midpoint to $11.10, which matters to shareholders because the higher outlook is offset by a large reported charge and lower adjusted profit.
Q3 2026 reported sales were $25,399 million, up 5.9% from $23,993 million; net earnings were $210 million versus $5,152 million, and diluted EPS was $0.09 versus $2.12.
Adjusted diluted EPS was $2.59 versus $2.80 a year earlier, down 7.5%.
Full-year 2026 adjusted EPS guidance midpoint rose to $11.10 from $11.04 in July 2026; estimated reported sales midpoint is $101.2 billion.
Other (income) expense, net was $5,780 million in the quarter, reflecting the talc litigation charge, the Firefly Bio acquisition and the Sail Biomedicines collaboration.
Peloton's Chief Accounting Officer and principal accounting officer, Saqib Baig, notified the company on October 8, 2026, that he will step down to pursue an external opportunity, and he will remain in the role until November 27, 2026. The company has started searching for a replacement, and the filing says the departure is not related to any disagreements or issues about financial disclosures or accounting matters.
Saqib Baig will remain Chief Accounting Officer until November 27, 2026
Notice of departure was given to the company on October 8, 2026
The company has started a search for candidates to fill the role
Baig will receive no severance or benefits under the company's Severance and Change in Control Plan
CSX Chief Operating Officer Michael Cory ceased serving as executive vice president and COO on October 12, 2026, and will provide transition services until May 8, 2027, when his employment ends. Operations leaders Doug Ryhorchuk and Casey Albright will now report directly to CEO Steve Angel, and the filing says the company's operating priorities are unchanged.
Cory stopped serving as EVP and COO effective October 12, 2026; his employment ends May 8, 2027
Transition agreement keeps his base salary at a $780,000 annual rate during the transition period, subject to a release of claims
Doug Ryhorchuk (SVP of Operations) and Casey Albright (SVP of Network Operations and Service Design) now report directly to Angel
Cory is bound by a non-compete and non-solicitation covenant for 24 months after his employment ends
Dauch Corporation said Nathan Iles will join as Senior Vice President of Finance on November 2, 2026, and will succeed Christopher May as Chief Financial Officer on December 1, 2026. May will move to Executive Vice President and Chief Administrative Officer, keeping IT and adding oversight of HR, and the filing says Terri Kemp will retire at the end of 2026.
Nathan Iles starts as Senior Vice President of Finance on November 2, 2026, and becomes CFO on December 1, 2026
Iles has been CFO of Standard Motor Products since 2019 and was previously CFO of UCI International Holdings from 2016 to 2019
Iles's offer letter sets a $650,000 base salary, a 100% target annual bonus and a 200% target long-term incentive
Christopher May becomes Executive Vice President and Chief Administrative Officer on December 1, 2026
Harmony Biosciences said CEO Jeffrey M. Dayno, M.D., will retire and leave the board on December 31, 2026, as part of a planned succession. Chief Operating Officer Peter Anastasiou will become President, Chief Executive Officer and a Class I director on January 1, 2027, and the company reiterated its full-year 2026 WAKIX net revenue guidance of $1.0 billion to $1.04 billion.
Dayno retires as President and CEO and steps down from the board on December 31, 2026, and will serve as a non-executive advisor through 2027.
Anastasiou, COO since April 2026, becomes President and CEO effective January 1, 2027, and joins the board as a Class I director.
The company reiterated full-year 2026 WAKIX net revenue guidance of $1.0 billion to $1.04 billion.
Harmony still expects to report multiple ascending dose study data for BP-205 in Q4 2026.
Northern Oil and Gas (NOG) issued a preliminary third quarter 2026 operational update on October 12, 2026, reporting clean operations and an expected $250.0 million to $253.0 million in third quarter capital expenditures. The company also expects large derivative losses, with unrealized mark-to-market losses of $300 million to $320 million and realized hedge losses of $51 million to $52 million, and the figures remain subject to final closing procedures.
Expected third quarter unrealized mark-to-market losses on derivatives of $300 million to $320 million, with realized hedge losses of $51 million to $52 million.
Expected third quarter capital expenditures of $250.0 million to $253.0 million, excluding non-budgeted acquisitions; the company reiterated its 2026 capital guidance and expects spending toward the higher end of the range.
Repurchased 667,989 shares for $16.0 million in the third quarter at an average of $23.96 per share; about $227.2 million remains under the buyback program after a $150.0 million increase authorized in July 2026.
Declared a $0.45 quarterly cash dividend on August 4, 2026, payable October 30, 2026.
Goldman Sachs reported third-quarter 2026 net revenues of $18.68 billion, up 23% from the third quarter of 2025 but down 8% from the second quarter of 2026. Diluted earnings per share were $17.01, compared with $12.25 a year earlier and $20.98 in the prior quarter, so shareholders see higher year-over-year profit but a sequential decline.
Net revenues $18.68 billion, up 23% year over year and down 8% from the second quarter of 2026
Diluted EPS $17.01 versus $12.25 in Q3 2025 and $20.98 in Q2 2026; net earnings $5.29 billion
Annualized return on average common shareholders' equity 18.7%; book value per share $372.64
Board declared a $5.00 per share dividend payable December 30, 2026, to holders of record on December 2, 2026
Zoetis said its Board of Directors appointed Iris Knobloch as a director, effective December 1, 2026, and increased the Board from twelve to thirteen members. She will serve on the Corporate Governance Committee. The filing describes a board addition and does not include financial results or guidance.
Board appointed Iris Knobloch on October 8, 2026; her seat takes effect December 1, 2026.
Board size increases from twelve to thirteen members effective December 1, 2026.
Knobloch will serve on the Corporate Governance Committee and is eligible for the non-employee director compensation program.
She is President of the Festival de Cannes and Chair of the Board of Deezer S.A.; she also sits on the boards of Lazard, Inc. and Vail Resorts, Inc.
For the 12 weeks ended September 12, 2026, net sales and other revenue fell 0.1% to $18,894.7 million and identical sales declined 0.8%. Net income dropped to $51.5 million, or $0.11 per share, from $168.5 million, or $0.30 per share, a year earlier. The company no longer provides a fiscal 2026 outlook and will launch a comprehensive business review, with an updated outlook expected by its fourth quarter earnings call.
Net income of $51.5 million, or $0.11 per share, versus $168.5 million, or $0.30 per share, in the second quarter of fiscal 2025
Adjusted net income of $179.0 million, or $0.36 per share, versus $248.4 million, or $0.44 per share; Adjusted EBITDA of $784.0 million versus $848.4 million
No fiscal 2026 outlook; a refreshed financial framework is expected with the turnaround plan by the fourth quarter earnings call
Quarterly dividend of $0.17 per share to be paid November 6, 2026 to holders of record as of October 23, 2026
Mueller Water Products said Chief Financial Officer Melissa Rasmussen will step down, with the change taking effect the first business day after the company files its 10-K for the fiscal year ended September 30, 2026. Mike Morgan, currently CFO of IvyTree Holdings LLC, was appointed Executive Vice President, Finance, effective October 28, 2026, and will become Executive Vice President and CFO at the transition date. The filing states the departure is not the result of any disagreement over financial statements, internal controls, operations, policies or practices.
Melissa Rasmussen steps down as Senior Vice President and CFO; she will serve as Senior Advisor through December 31, 2026.
Mike Morgan, age 56, was appointed Executive Vice President, Finance, effective October 28, 2026, and will become CFO at the transition date (the press release says on or about November 19, 2026).
Morgan's offer letter provides a $575,000 base salary, an 80% target bonus, a $1,300,000 target long-term incentive from fiscal 2027, and a $700,000 sign-on bonus.
Rasmussen's transition agreement provides a $431,897 retention payment and a fiscal 2026 bonus based on actual performance, subject to a release of claims.
Occidental Petroleum said in an 8-K that its third quarter 2026 production is within guidance, despite temporary September curtailments at Gulf of America facilities caused by a third-party gas pipeline constraint and maintenance. The company also said crude oil collar settlements reduced operating cash flow before working capital by $94 million, and it provided preliminary Q3 price, volume and share count figures ahead of full results. The considerations are preliminary and not an earnings estimate, so shareholders will need the final third quarter report to gauge profit.
Total company Q3 2026 production is within Occidental's guidance range, including the Gulf of America downtime
Gulf of America net sales volumes were 110 Mboed and domestic lease operating cost was $8.54 per boe in the quarter
Crude oil collar settlements reduced Q3 operating cash flow before working capital by $94 million
Worldwide average realized oil price was $85.91 per barrel versus WTI at $85.79; average diluted shares were 1,012.8 million
Emerson Electric said it changed its method of accounting for pension and other postretirement benefit plans to mark-to-market, effective for fiscal 2026, and filed recast historical results. The change adds $8 million to pretax earnings for the nine months ended June 30, 2026, and the company expects a pretax mark-to-market gain of less than $5 million in the fourth quarter of fiscal 2026, which was not in its previous outlook. The change has no effect on cash flows, plan funding or benefits payable.
Nine-month pretax earnings rise $8 million; after-tax $6 million, or $0.01 per share
Fourth-quarter fiscal 2026 mark-to-market gain expected to be less than $5 million pretax
Adjusted earnings per share will exclude the annual mark-to-market adjustment
Change applied retrospectively; recast results are in Exhibit 99.1 and are not a restatement
Avery Dennison said its board elected Helen Sheirbon, currently senior vice president and chief operating officer of Global HP Solutions at HP Inc., as president of its Solutions Group, effective November 3, 2026. The filing sets a base salary of $625,000 and special equity and cash awards, which shareholders can review as part of the company's executive pay disclosure.
Sheirbon's role is effective November 3, 2026; the board elected her on October 9, 2026
Base salary of $625,000, with target annual incentive of 60% and target long-term incentive of 200% of base salary
One-time awards include $2,000,000 in restricted stock units, $1,500,000 in performance units, a $250,000 signing bonus and an $800,000 cash payment in February 2027
JPMorgan Chase reported third-quarter 2026 net income of $15.3 billion, or $5.57 per diluted share, up 6% in net income and 10% in EPS from the third quarter of 2025. Reported net revenue rose 8% to $50.2 billion, while $658 million of net investment securities losses reduced EPS by $0.18; excluding that item, net income was $15.8 billion. The Firm also declared a $1.65 per share common dividend and said it reduced share repurchases this quarter.
Net income $15.3 billion, up 6% year over year; diluted EPS $5.57 versus $5.07
Reported net revenue $50.2 billion, up 8%; noninterest expense $27.3 billion, up 12%
$658 million of net investment securities losses reduced EPS by $0.18; excluding the item, net income was $15.8 billion and EPS $5.75
Common dividend of $1.65 per share; $664 million of net common stock repurchases in the quarter
Wells Fargo reported third quarter 2026 net income of $5,951 million, or $1.87 per diluted share, compared with $5,589 million and $1.66 a year earlier. Revenue rose 2% from a year ago to $21,870 million, but fell 3% from the second quarter, when EPS was $2.00, and the provision for credit losses rose 51% from a year ago.
Diluted EPS of $1.87 rose 13% from $1.66 a year ago but fell 6% from $2.00 in the second quarter of 2026.
Total revenue was $21,870 million, up 2% from a year ago; noninterest expense fell 1% to $13,743 million.
Provision for credit losses rose to $1,029 million from $681 million a year ago; CET1 ratio was 10.0%, down from 11.0%.
The company repurchased 28.6 million shares, or $2.5 billion, of common stock in the third quarter.
FB Financial Corporation reported third-quarter 2026 net income of $60.2 million, or $1.20 per diluted share, up from $1.13 in the second quarter and $0.43 a year earlier. Total revenue was $174.5 million, roughly flat from the prior quarter, while noninterest expense rose to $96.0 million and the net interest margin fell to 3.83%.
Q3 2026 diluted EPS was $1.20 versus $1.13 in Q2 2026 and $0.43 in Q3 2025; adjusted diluted EPS was $1.21.
Total revenue was $174.5 million, compared with $174.8 million in Q2 2026 and $173.9 million in Q3 2025.
Noninterest expense rose to $96.0 million from $91.5 million in Q2 2026; the net interest margin fell to 3.83% from 3.95%.
Loans held for investment reached $13.18 billion and total deposits $14.67 billion at September 30, 2026; the company repurchased $29.3 million of common stock during the quarter.
Sid Feltenstein, the board designee of Ronald N. Tutor, told Tutor Perini on October 7, 2026 that he will resign from the board effective October 30, 2026. The resignation follows Mr. Tutor's affiliated trusts selling company stock, which dropped his beneficial ownership below the 11.25% threshold needed to keep a designated seat. The company expects the board to shrink in size after his departure.
Sid Feltenstein resigns from the Board effective October 30, 2026, notice given October 7, 2026
Resignation triggered by Ronald N. Tutor's beneficial ownership falling below 11.25% after recent stock sales by affiliated trusts
Under the 2008 Shareholders Agreement, Mr. Tutor could designate one board member while holding at least 11.25%
The Board expects to reduce its size following the resignation
UnitedHealth Group reported third quarter 2026 diluted earnings of $4.56 per share, up from $2.59 a year earlier, on revenues of $112.7 billion, down slightly from $113.2 billion. The company raised its full-year 2026 outlook to at least $20.50 per share in adjusted earnings, which matters to shareholders because profit rose while the outlook improved.
Diluted EPS was $4.56 versus $2.59 in Q3 2025; adjusted EPS was $4.69 versus $2.92.
Earnings from operations were $6.6 billion versus $4.3 billion; revenues were $112.7 billion versus $113.2 billion.
Full-year 2026 outlook: at least $19.50 per share in diluted earnings and at least $20.50 per share in adjusted earnings.
Medical care ratio was 88.4% versus 89.9% a year earlier; debt-to-capital ratio was 41.7% as of September 30, 2026.
Domino's Pizza reported third-quarter 2026 results for the period ended September 6, 2026, with revenue of $1,185.6 million, up 3.4%, and net income of $152.2 million, up 9.2%. Diluted earnings per share rose 12.7% to $4.60, helped by a lower share count from buybacks, and the board declared a $1.99 per share quarterly dividend. U.S. same store sales grew 0.3%, while free cash flow for the first three fiscal quarters fell 7.2% to $459.8 million.
Total revenues of $1,185.6 million, up 3.4% from $1,147.1 million a year earlier
Net income of $152.2 million, up 9.2%; diluted EPS of $4.60 versus $4.08
U.S. same store sales up 0.3%; international same store sales up 0.2% excluding foreign currency
Quarterly dividend of $1.99 per share, record date December 15, 2026, payable December 30, 2026
Charter Communications said Executive Vice President and Chief Commercial Officer Adam Ray will no longer serve in that role, effective October 12, 2026. He will stay on in a non-executive advisory capacity through December 31, 2026, and receives severance and equity vesting terms tied to a termination without cause, subject to signing a separation agreement. The change removes a senior commercial executive, but the filing gives no successor or financial impact figures.
Adam Ray ceases to serve as EVP and Chief Commercial Officer effective October 12, 2026
Ray remains employed in a non-executive advisory role through December 31, 2026
Severance and benefits follow a termination without cause, subject to a separation and release agreement
Certain restricted stock units and stock options continue to vest over original periods; options exercisable up to 60 months
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