3,560 material Form 8-K filings that 2,489 companies we cover made with the SEC in October 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). 2,508 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
NioCorp said preliminary, unaudited results for the three months ended September 30, 2026 show net income attributable to the company of $3.7 million, or $0.03 per share, compared with a net loss of $42.7 million, or $0.53 per share, a year earlier. The company said the profit mainly reflects non-cash gains of about $8.5 million on liability-classified earnout shares and warrants, driven by a lower share price, and that its cash balance was $405.1 million at September 30, 2026.
Net income attributable to NioCorp of $3.7 million ($0.03 per share, basic) versus a net loss of $42.7 million ($0.53 per share) in the prior-year quarter
Non-cash gains of about $8.5 million on earnout shares and warrants classified as liabilities drove the result
Operating cash outflows of $6.1 million and investing outflows of $5.9 million in the quarter
Full unaudited quarterly financials are due in the Form 10-Q on or before November 16, 2026
On October 8, 2026, Mobix Labs held an investor call on its critical minerals strategy, with the transcript furnished as Exhibit 99.1 to this Form 8-K. The company said fiscal fourth-quarter 2026 revenue, which ended September 30, is now expected to come in closer to the high end of its $1.4 million to $1.8 million guidance range, and that growth is expected to continue into fiscal first quarter 2027. The call also covered the planned acquisition of Special Project Delivery, which has agreed to acquire Winner Water Services, and the filing states that each transaction has its own closing conditions and approval requirements.
Fiscal Q4 2026 revenue is expected closer to the high end of the $1.4 million to $1.8 million guidance range, well above the $1.6 million midpoint.
The company said this would represent more than 100% growth quarter over quarter, with substantially higher gross margins.
Winner Water Services has received $53 million in Department of Energy and Department of Defense awards over ten years and is building a $25 million demonstration plant in Alabama, with operations expected no later than Q1 2028.
CEO Phil Sansone said he could envision a $30 to $50 million revenue run rate at this time next year, a forward-looking view rather than formal guidance.
Franklin Financial Services Corporation's board declared a $0.34 per share regular cash dividend for the fourth quarter of 2026. The payout matches the prior quarter and is 3.0% above the $0.33 paid in the fourth quarter of 2025, so shareholders of record on November 6, 2026 will receive a modest increase in their quarterly cash payment.
Dividend: $0.34 per share, unchanged from the third quarter of 2026
Year-over-year increase of 3.0% from $0.33 per share in the fourth quarter of 2025
Record date November 6, 2026; payment date November 25, 2026
First Financial Bankshares reported third-quarter 2026 net income of $74.31 million, up from $52.27 million a year earlier and $71.89 million in the second quarter, with diluted EPS of $0.52 versus $0.36 a year earlier. Shareholders' equity fell to $1.83 billion at September 30, 2026, from $2.00 billion at June 30, 2026, due to a larger unrealized securities loss, so the earnings gain came with a lower equity base for shareholders.
Net income of $74.31 million for Q3 2026, versus $52.27 million in Q3 2025 and $71.89 million in Q2 2026
Diluted EPS of $0.52, versus $0.36 in Q3 2025 and $0.50 in Q2 2026
Net interest margin (tax equivalent) of 3.91%, versus 3.80% in Q3 2025 and 3.90% in Q2 2026
Shareholders' equity of $1.83 billion at September 30, 2026, down from $2.00 billion at June 30, 2026, mainly due to a $209.89 million increase in the unrealized securities loss, net of tax
Ames National Corporation reported third-quarter 2026 net income of $7.0 million, or $0.80 per share, up from $4.6 million, or $0.51 per share, a year earlier. The increase was driven mainly by higher net interest income, which rose 20.7% to $17.0 million as yields improved and funding costs fell.
Nine-month 2026 net income was $18.9 million, or $2.14 per share, versus $12.5 million, or $1.41 per share, in the same period of 2025.
Net interest margin improved to 3.38% for the third quarter of 2026, compared with 2.83% a year earlier.
Noninterest expense rose 9.6% to $11.2 million, including $600 thousand of consultant fees tied to contract negotiations that are expected to continue through 2026.
Ladder Capital reported third-quarter 2026 GAAP income before taxes of $67.3 million, or $0.53 diluted EPS, up from $16.3 million, or $0.12, in the prior quarter. Distributable earnings, a non-GAAP measure the company uses to support dividend decisions, were $44.7 million, or $0.35 per share, compared with $30.8 million, or $0.24, in the second quarter. Much of the gain came from a $65.6 million gain on real estate, and the quarterly dividend was unchanged at $0.23 per share.
GAAP diluted EPS was $0.53 for the quarter ended September 30, 2026, versus $0.12 for the quarter ended June 30, 2026.
Distributable EPS was $0.35, or $0.38 before a $3.5 million charge-off of allowance for credit losses.
The company recorded a $65.6 million gain on real estate, including the sale of an office property in Jacksonville, FL.
Dividends per share of Class A common stock were $0.23, the same as the prior quarter.
Fractyl Health reported topline six-month results from the Pivotal Cohort of its REMAIN-1 study of the Revita DMR System, a randomized, double-blind, sham-controlled trial. The company said Revita met its six-month co-primary endpoint, with participants retaining about 80% of GLP-1-induced weight loss versus 67% for sham, and the company plans a De Novo marketing application to the FDA in late Q4 2026.
Six-month co-primary endpoint met in the mITT population (N=308) with p=0.0023; weight regain of 5.1% for Revita versus 8.2% for sham
Post hoc analysis: participants receiving 20 cm or more of ablation had a mean weight regain of 3.8% (n=47); the second co-primary endpoint at 12 months is expected in Q1 2027
No device- or procedure-related serious adverse events, no deaths, and no unanticipated adverse device effects as of the September 24, 2026 data cut-off
Potential U.S. De Novo submission planned for late Q4 2026; potential U.S. launch in early 2028 if authorized
Travelers reported third quarter 2026 net income of $1.917 billion, or $9.04 per diluted share, up from $8.24 a year earlier, and core income of $1.947 billion, or $9.18 per diluted share, up from $8.14. The combined ratio improved to 86.8% from 87.3%, while net written premiums were flat at $11.480 billion. For shareholders, the company also repurchased $1.508 billion of its stock during the quarter.
Net income $1.917 billion vs. $1.888 billion a year earlier; core income $1.947 billion vs. $1.867 billion.
Combined ratio 86.8% vs. 87.3%; catastrophe losses were $538 million pre-tax, up from $402 million.
Net favorable prior year reserve development totaled $234 million pre-tax, including a $295 million addition to asbestos reserves.
Repurchased 4.0 million shares for $1.508 billion; declared a regular quarterly dividend of $1.25 per share, payable December 31, 2026.
Citizens Financial Group reported third quarter 2026 net income of $636 million, up 29% from a year earlier, with diluted EPS of $1.41 compared with $1.05 in third quarter 2025. The board raised the quarterly common dividend to $0.52 per share and increased share repurchase capacity to $1.95 billion, which matters to shareholders because it returns more capital to them, though tangible book value per share fell 6.6% in the quarter.
Net income of $636 million, up 29% year over year and 8% from second quarter 2026; diluted EPS of $1.41 versus $1.30 in second quarter 2026 and $1.05 in third quarter 2025.
Quarterly common dividend raised to $0.52 per share, an increase of $0.06, or 13%, payable November 13, 2026 to holders of record on October 30, 2026.
Share repurchase capacity increased to $1.95 billion, $1.3 billion above the $650 million remaining under the June 2025 authorization.
Tangible book value per common share was $35.78, down 6.6% from second quarter 2026, which the company attributed to higher long-term rates on its investment securities and swap portfolios.
International Seaways agreed to acquire Bruton Limited, a Bermuda tanker company valued at about $370 million, through a share exchange with holders of about 50.5% of Bruton's shares and a later merger. The same release gave preliminary third-quarter 2026 results, with shipping revenues of $480-$490 million and net income of $340-$350 million, including a gain of about $50 million on a vessel sale, while blended spot earnings fell from the second quarter but rose from a year earlier. Shareholders should note that the Bruton merger is subject to a Bruton shareholder vote and that the share issuance will dilute existing holders.
Bruton is valued at about $370 million; holders of about 50.5% of its shares will exchange them for 0.05190 Seaways shares each, with that exchange expected to close on or about October 20, 2026.
Bruton holders of 10,000 or fewer shares will receive $6.3044 cash per share; the merger is expected to close after Bruton's special meeting on or about October 30, 2026, and either party may terminate if it has not closed by November 15, 2
Preliminary Q3 2026: shipping revenues of about $480-$490 million, net income of about $340-$350 million including a gain of about $50 million on a 2012-built Suezmax sale, and total liquidity of about $965 million.
Seaways expects to issue about 3.12 million shares, about 96% of the total consideration; blended spot earnings were about $68,000 per day in Q3 versus $79,000 in Q2 2026 and $29,000 in Q3 2025.
Regions Financial reported third quarter 2026 net income available to common shareholders of $611 million, or $0.71 diluted earnings per share, up from $549 million and $0.64 in the second quarter. Total revenue rose 3.5% from the prior quarter to $1.973 billion, and net charge-offs fell to $72 million, which supports the higher profit for shareholders.
Net income available to common shareholders was $611 million, compared with $549 million in 2Q26 and up 11% from 3Q25.
Diluted EPS was $0.71, compared with $0.64 in 2Q26; adjusted diluted EPS was $0.73.
Total revenue was $1.973 billion, up 3.5% from 2Q26; non-interest expense was $1.118 billion, roughly flat.
Net charge-offs were $72 million, down from $102 million in 2Q26; the company repurchased about 3 million shares for $95 million.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.