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).
ImmunityBio announced on October 14, 2026 that the FDA expanded the approved indication for ANKTIVA plus BCG to include patients with BCG-unresponsive non-muscle-invasive bladder cancer (NMIBC) with papillary-only tumors. The company says this is the first FDA approval to cover that group and that access now extends to all patients with BCG-unresponsive NMIBC. The filing contains no revenue, earnings, or guidance figures, so the effect on shareholders depends on future commercial results.
FDA expanded the ANKTIVA plus BCG indication on or before October 14, 2026, adding BCG-unresponsive NMIBC with papillary-only tumors
The company states papillary disease represents approximately 85% of the NMIBC patient population
The prior FDA approval, in April 2024, covered BCG-unresponsive NMIBC with carcinoma in situ, with or without papillary tumors
In Cohort A of the QUILT-3.032 trial, 62% of 77 patients achieved a complete response
Home BancShares reported record third-quarter 2026 net income of $129.5 million, or $0.65 per diluted share, up from $119.3 million and $0.59 in the second quarter. Total revenue fell to $288.4 million from $295.1 million in the prior quarter, though it rose from $277.7 million a year earlier, and non-performing assets increased to $245.3 million.
Net income of $129.5 million and diluted EPS of $0.65 for Q3 2026, versus $119.3 million and $0.59 in Q2 2026 and $123.6 million and $0.63 in Q3 2025
Total revenue (net) of $288.4 million, down from $295.1 million in Q2 2026 and up from $277.7 million in Q3 2025
Non-performing assets rose to $245.3 million, or 1.02% of total assets, from 0.93% at June 30, 2026
Management conference call set for 1:00 p.m. CT (2:00 p.m. ET) on October 15, 2026
Vistance Networks' Board declared a one-time special cash distribution of $1.50 per share, payable November 6, 2026, to holders of record on October 26, 2026. The company expects to fund it with available cash, including proceeds from the July 1, 2026 sale of its Ruckus Networks business, and says it brings 2026 special distributions to $16.50 per share.
Special distribution of $1.50 per share, payable November 6, 2026
Record date October 26, 2026; ex-dividend date November 9, 2026 under Nasdaq Rule 11140(b)(2)
Company says total 2026 special distributions reach $16.50 per share
Company does not believe it has a meaningful amount of earnings and profits, so the distribution is expected to be treated first as a return of capital for U.S. federal tax purposes
StubHub Holdings amended its credit agreement on October 14, 2026, extending the maturity of its USD and Euro Term Loan Bs from March 15, 2030 to October 14, 2033. The company also shifted the mix between dollar and euro term loans and extended part of its revolving credit facility to 2031. The company says the amendment lowers its term loan borrowing costs by 25 basis points and pushes out its debt maturities.
USD Term Loan B increased from approximately $804 million to approximately $975 million; Euro Term Loan B reduced from approximately €452 million to approximately €300 million
Term loan maturities extended from March 15, 2030 to October 14, 2033; the company states the total term loan amount is unchanged
Margin on the USD Term Loan B is 4.50% and on the Euro Term Loan B is 4.75%; the company cites a 25-basis-point reduction in borrowing costs
$425 million of the $565 million Revolving Credit Facility is now scheduled to mature on October 14, 2031; $140 million remains due September 30, 2030
Equity Bancshares reported third-quarter 2026 net income of $26.8 million, or $1.29 per diluted share, up from $1.27 in the prior quarter, and core EPS of $1.40. Net interest income fell $1.0 million from the prior quarter, and the company raised its quarterly dividend 22% to $0.22 while it works toward the previously announced merger with Lincoln Bancorp.
Net income was $26.8 million, or $1.29 per diluted share, versus $26.4 million, or $1.27, in the prior quarter; core EPS was $1.40.
Net interest income was $72.8 million, down $1.0 million from the prior quarter, as deposit costs increased; loans ended at $5.4 billion.
Quarterly dividend increased 22% to $0.22; 711,369 shares repurchased year to date at a weighted average cost of $44.84.
Fourth-quarter guidance excluding Lincoln: net interest margin of 4.25% to 4.35%, non-interest income of $10.0 million to $11.0 million, and non-interest expense of $47.0 million to $48.0 million.
Winmark reported third-quarter 2026 net income of $11,818,100, or $3.21 per diluted share, up from $3.02 a year earlier. The board also approved a $4.00 per share special dividend, about $14.2 million in total, payable December 1, 2026, to shareholders of record on November 11, 2026.
Q3 net income $11,818,100 ($3.21 diluted) vs. $11,136,500 ($3.02 diluted) in Q3 2025
Nine-month net income $31,467,700 ($8.51 diluted) vs. $31,694,200 ($8.61 diluted) a year earlier; 2025 included $2.2 million of leasing income from a litigation settlement
Special dividend of $4.00 per share (about $14.2 million) plus quarterly dividend of $1.02 per share, both payable December 1, 2026
North American Ad Funds: franchisees of Once Upon A Child and Play It Again Sports to contribute 2% of sales from January 31, 2027, raising total marketing spend to 6% from 5%
The European Commission cleared the sale of VodafoneZiggo's passive tower assets to DigitalBridge, TD Greystone Infrastructure and L&G, with total consideration of €669 million. Liberty Global expects the deal to close by year-end, as part of a targeted €1.2-1.4 billion of non-core disposals tied to the planned mid-2027 Amsterdam listing of Ziggo Group. The release also gave preliminary, unaudited third-quarter 2026 VodafoneZiggo results showing overall revenue growth.
EU Commission clearance received for the sale of VodafoneZiggo's passive tower assets
Total consideration of €669 million; closing expected by year-end 2026
Preliminary VodafoneZiggo results for the quarter ended September 30, 2026 show overall revenue growth and the best broadband net adds since 2019
Liberty Global will release third-quarter 2026 results on November 3, 2026
Ultragenyx entered into an agreement on October 8, 2026, to sell a Rare Pediatric Disease Priority Review Voucher that the FDA awarded to the company on September 17, 2026, after approval of FAYUVI (UX111). The buyer agreed to pay $203 million in cash at closing, which remains subject to customary conditions, including the Hart-Scott-Rodino waiting period. For shareholders, the filing describes a $203 million cash payment that is not yet completed.
Agreement dated October 8, 2026; buyer to pay $203 million in cash upon closing
Voucher awarded by the FDA on September 17, 2026, upon approval of FAYUVI (UX111) for MPS IIIA (Sanfilippo syndrome Type A)
Closing subject to expiration or termination of the Hart-Scott-Rodino waiting period
Full agreement to be filed with the Form 10-K for the year ended December 31, 2026
Datacentrex said it has started installing and energizing more than 500 ElphaPex DG2 Scrypt ASIC miners it previously agreed to acquire, and that the initial units are already online. Upon full energization, the company expects its online Scrypt hashrate to rise about 21% from 43.2 TH/s to about 52.2 TH/s, without incremental hardware spending, which may support mining output for shareholders if the rollout proceeds as planned.
Initial units of the 500+ ElphaPex DG2 miners are online and producing; remaining miners expected to be energized over the coming weeks
Online Scrypt hashrate expected to rise about 9.0 TH/s, or about 21%, to about 52.2 TH/s upon full energization
Deployed power capacity expected to increase from about 12.5 MW to about 14 MW; total fleet now runs more than 3,500 miners across four US colocation facilities
MaxCyte reported preliminary, unaudited third quarter 2026 core business revenue of approximately $8.1 million, up 26% from the third quarter of 2025, and raised its full-year 2026 revenue guidance to approximately $34 million from $30 million to $32 million. The company said the results are subject to change and not audited, but described third quarter and second half revenue as ahead of its expectations, driven by accelerated instrument purchasing from a large customer and a milestone from an SPL partner.
Preliminary Q3 2026 core business revenue of approximately $8.1 million, up 26% year over year; SPL Program-related revenue of more than $1.0 million, including $1.0 million in milestone revenue.
Full-year 2026 revenue guidance raised to approximately $34 million from $30 million to $32 million.
Core business revenue guidance raised to approximately $28 million from $25 million to $27 million; SPL Program-related guidance raised to approximately $6 million from approximately $5 million.
Results are unaudited and subject to change; full third quarter results and royalty revenue will be reported on November 10, 2026.
OneMedNet Corporation received written notice from Nasdaq on October 13, 2026 that it has regained compliance with the $1.00 minimum bid price requirement, closing the matter. The company had received a deficiency letter on April 14, 2026, and the closing bid price was at least $1.00 per share for 10 consecutive business days from September 29 through October 12, 2026. The filing shows the listing issue is resolved, which removes the risk of delisting over the bid price rule.
Nasdaq notified the company on October 13, 2026 that it regained compliance with Listing Rule 5550(a)(2).
The closing bid price was at least $1.00 per share for 10 consecutive business days, September 29 to October 12, 2026.
The original deficiency notice was received April 14, 2026, with a grace period to October 12, 2026.
The matter is now closed, according to the filing signed by CEO Aaron Green.
Fastenal reported third-quarter 2026 results for the period ended September 30, 2026, with net sales of $2.46 billion, up 15.5% from a year earlier, and net income of $401.6 million, up 19.7%. The company attributed sales growth mainly to share gains with larger customers, pricing actions, and broad-based demand, and said operating margin rose to 21.5% from 20.7%, which supports shareholder returns.
Net sales were $2,463.3 million in the third quarter of 2026, up 15.5% from $2,133.3 million in the third quarter of 2025.
Diluted net income per share was $0.35, compared with $0.29 a year earlier.
Operating margin was 21.5%, compared with 20.7% in the third quarter of 2025.
The company returned $328.4 million to shareholders, or 81.8% of net income, through dividends and share repurchases.
Morgan Stanley reported third-quarter 2026 net revenues of $20.3 billion, up 12% from a year earlier, and diluted earnings of $3.03 per share, up from $2.80. Net income applicable to Morgan Stanley rose to $4.9 billion, but return on average tangible common equity eased to 22.6% from 23.5%, and both revenue and EPS were lower than in the second quarter of 2026. The company also repurchased $1.5 billion of its common stock and declared a $1.15 quarterly dividend per share.
Net revenues of $20.3 billion vs. $18.2 billion in Q3 2025, and down 5% from $21.3 billion in Q2 2026
Diluted EPS of $3.03 vs. $2.80 a year ago and $3.46 in Q2 2026
Wealth Management posted record net revenues of $9.1 billion and net new assets of $232.4 billion
$1.5 billion of stock repurchased; $1.15 quarterly dividend payable November 13, 2026 to holders of record October 30, 2026
State Street reported third-quarter 2026 diluted EPS of $3.69, up 33% from $2.78 a year earlier, on total revenue of $4.0 billion, up 13%. Net income rose 27% to $1.09 billion, and the company returned $651 million to common shareholders in the quarter. The filing also disclosed a new independent director and plans to redeem $500 million of senior notes on November 18, 2026.
Diluted EPS of $3.69 in 3Q26 vs. $2.78 in 3Q25, up 33%; net income of $1,090 million, up 27%
Total revenue of $4,004 million, up 13% year over year; fee revenue up 11% and net interest income up 21%
Returned $651 million to common shareholders in 3Q26, including $400 million of share repurchases; CET1 ratio of 11.0% vs. 11.3% in 3Q25
Board elected Alexander Vollert as an independent director on October 9, 2026; $500 million of 1.684% senior notes to be redeemed November 18, 2026
Range Resources said it expects a total gain on derivatives of $58.1 million for the three months ended September 30, 2026, and net cash receipts of $51.9 million from derivative settlements. The figures are preliminary and remain subject to change until final results are reported in the company's Form 10-Q or earnings release.
Total gain on derivatives expected at $58.1 million for the quarter ended September 30, 2026.
Total net cash receipt on derivative settlements expected at $51.9 million, per the statement of cash flows.
Natural gas derivatives contributed a net cash receipt of $52.8 million, partly offset by oil and NGL derivative net payments of $3.7 million and $0.8 million.
Final amounts will be reported in the Form 10-Q for the period or the corresponding earnings release.
At its October 14, 2026 Investor Day, Accenture furnished a presentation reporting fiscal 2026 results against its original guidance and setting multi-year ambitions for fiscal 2027 through 2029. Adjusted EPS of $13.97 and free cash flow of $11.6 billion came in above the original guidance ranges, and the company returned $11.5 billion to shareholders. The new ambitions call for mid-single-digit revenue growth in fiscal 2027 and 2028, mid to high-single-digit growth in 2029, and 10 to 30 basis points of margin expansion each year.
FY26 adjusted EPS was $13.97, above the original guidance range of $13.52 to $13.90.
FY26 free cash flow was $11.6 billion, versus original guidance of $9.8 billion to $10.5 billion.
FY26 revenue grew 5% in local currency, at the top of the original 2% to 5% guidance range.
Targets for FY27 to FY29 include 10 to 30 basis points of operating margin expansion each year and free cash flow of at least 1.1 times net income.
BlackRock reported third quarter 2026 results with revenue of $7,752 million, up 19% from a year earlier, and GAAP diluted EPS of $10.57, up 25%. Excluding a noncash change in fair value of contingent consideration, as adjusted diluted EPS was $15.93, up 38%, and the company cited $205 billion of net inflows in the quarter and $550 million of share repurchases.
Q3 2026 GAAP net income attributable to BlackRock was $1,659 million, up from $1,323 million, with GAAP operating income of $2,328 million, up 19%.
As adjusted operating income was $3,330 million, a 47.8% operating margin, up 27% year-over-year.
Assets under management were $15.5 trillion at September 30, 2026, with $869 billion of net inflows over the last twelve months.
GAAP results include a $564 million charge for the change in fair value of contingent consideration tied to prior acquisitions, which is excluded from as adjusted results.
Verastem reported preliminary unaudited third-quarter 2026 net product revenue of $23.9 million to $24.1 million, up from $11.2 million a year earlier, and estimated cash, cash equivalents and investments of $172.8 million at September 30, 2026. The company also said CEO Daniel Paterson will retire effective January 1, 2027, and Michael Bailey will succeed him. The financial figures are unaudited and subject to change during closing procedures.
Preliminary Q3 2026 net product revenue: $23.9 million to $24.1 million, compared with $11.2 million for Q3 2025.
Estimated cash, cash equivalents and investments at September 30, 2026: $172.8 million, compared with $137.7 million a year earlier.
Daniel Paterson to retire as President and CEO effective January 1, 2027, and remain on the Board and as a consultant or advisor.
Michael Bailey, 61, to become President and CEO effective January 1, 2027; he previously served as CEO of AVEO Pharmaceuticals.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.