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).
Inflection Point Acquisition Corp. VI amended its June 8, 2026 Business Combination Agreement with Quantum Space, LLC on October 22, 2026. The amendment changes the planned listing of the combined company's Class A-1 common stock and warrants from Nasdaq to the New York Stock Exchange and changes how post-closing board size is set. Shareholders should note that the closing remains subject to the terms of the agreement and the shareholder approval described in the filing.
Parties intend to list PubCo Class A-1 Common Stock and PubCo Warrants on the NYSE instead of Nasdaq
Fixed seven-director board composition replaced by a number set by Quantum Space with Inflection Point approval, not to be unreasonably withheld
Annex 3.03(a) (Capitalization Table) to the Company Disclosure Letter replaced in its entirety
Original Business Combination Agreement dated June 8, 2026; amendment dated October 22, 2026
Lunai Bioworks received a Nasdaq determination that it no longer meets the $2,500,000 minimum stockholders' equity requirement, citing a stockholders' deficit of $(9,024,946). The company's board approved voluntary withdrawal of its common stock from Nasdaq and from registration under the Exchange Act, and it will not request a hearing. Trading on Nasdaq is expected to be suspended on October 30, 2026, and shareholders may have no over-the-counter quotation or trading market after that.
Stockholders' deficit of $(9,024,946) in the fiscal year ended June 30, 2026 10-K, versus the $2,500,000 minimum
Nasdaq trading expected to be suspended at the opening of business on October 30, 2026, unless a hearing is requested by October 28, 2026; the company does not intend to request one
Form 25 expected on or about November 2, 2026, with delisting effective on or about November 12, 2026
Chief Financial Officer Nathen Fuentes resigned effective October 22, 2026, with no successor appointed; the company does not intend to quote its stock over the counter
Powerus Corporation entered into an employment agreement on October 17, 2026 with Leah Lunger to serve as its Chief Accounting Officer, with a start date of November 16, 2026. The filing describes a $235,000 base salary, a grant of 150,000 stock options and 50,000 restricted stock units, and a severance of three months of base salary if she is terminated without cause. The appointment is a routine finance leadership hire with no reported effect on current financial results.
Leah Lunger, 36, is a Certified Public Accountant; previously Chief Financial Officer of Red Cat Holdings, Inc. from 2024 to 2025
Initial base salary of $235,000, with eligibility for target annual incentive awards
Grants of 150,000 non-qualified stock options and 50,000 restricted stock units, vesting quarterly over four years beginning three months after her start date
Retension Pharmaceuticals, Inc. appointed Robert Wong as Vice President and Chief Accounting Officer, effective November 2, 2026, according to an 8-K filed October 22, 2026. The filing describes his prior accounting and controllership roles and his offer letter terms, which include a $360,000 base salary and a 25,000-share stock option award.
Appointed by the Board on October 21, 2026, effective November 2, 2026, as principal accounting officer
Annual base salary of $360,000 with a discretionary bonus target of 30% of base salary, prorated for 2026
Sign-on bonus of $20,000, subject to continued employment through March 31, 2027
Stock option to buy 25,000 shares, vesting 25% on the first anniversary of the start date, then monthly over 36 months
Black Hills Corp. announced the planned name and ticker for the combined company if its merger with NorthWestern Energy receives final Montana regulatory approval and closes. Shareholders need take no action, and BKH shares continue trading under their current symbol while the merger is pending.
Black Hills would be renamed Bright Horizon Energy Corporation and trade on the NYSE as HZN after the merger completes.
NorthWestern Energy would become a wholly owned subsidiary of Bright Horizon Energy.
The Montana Public Service Commission is expected to consider the merger before November 12, 2026.
Shareholders of both companies, the Nebraska and South Dakota commissions, FERC and Hart-Scott-Rodino clearance have already approved or cleared the merger.
News Corp disclosed, through two ASX buy-back notices filed as exhibits to an 8-K, its share repurchases for October 22, 2026 under its 2025 Repurchase Program. The company has bought approximately US$547,702,929 of stock under the program, which is authorized for up to US$1 billion in aggregate. The notices are routine daily disclosures, so they add detail on repurchase pace rather than changing the program's terms.
Class A (NWSA): 50,801 shares bought on October 22, 2026 for US$1,569,979.50, with prices between US$30.73 and US$31.06.
Class B (NWSAB): 23,784 shares bought on October 22, 2026 for US$803,937.25, with prices between US$33.61 and US$33.98.
Cumulative purchases under the 2025 Repurchase Program total approximately US$547,702,929 against the US$1 billion authorization.
Valor Energy agreed on October 18, 2026 to acquire 100% of the equity of Glorious Star LLC, which holds interests in a computing center project in Youngstown, Ohio, for an aggregate price of $3.6 million. The company plans to convert the site into a data center for AI and high-performance computing, but the filing says that conversion needs further design, construction, equipment and permitting work and that completion is uncertain.
Aggregate purchase price is $3.6 million; a $360,000 refundable deposit is due within five business days, with $3,240,000 payable at closing.
Closing is subject to due diligence and must occur by the 30th business day after the agreement's effective date unless extended.
The company will reimburse the seller $30,000 for prepaid rent through December 31, 2026 and is responsible for electricity charges after November 15, 2026.
The site has 18 MVA of apparent power capacity, which the filing says does not necessarily equal usable IT load.
PAVmed's subsidiary Lucid Diagnostics sold 15,000 shares of newly designated Series C Convertible Preferred Stock at $1,000 per share, raising gross proceeds of $15.0 million, with closing on the same day. The filing also discloses a registration rights agreement under which Lucid Diagnostics agreed to register resale of the common stock issuable on conversion, which could add shares to the market.
Subscription agreements dated effective October 21, 2026, with certain accredited investors
15,000 Series C Convertible Preferred shares sold at $1,000 per share; gross proceeds $15.0 million
Certificate of Designations filed in Delaware on the closing date; Lucid Diagnostics agreed to file a resale registration statement for underlying common stock
On October 19, 2026, Bluerock Homes Trust's board increased its size from five to six and elected Michael L. Konig as a director to fill the new seat. Konig was also named to the Compensation and Nominating and Corporate Governance committees, and the board determined he is independent.
Board expanded from five to six members on October 19, 2026; Michael L. Konig elected to fill the vacancy
Konig serves until the 2027 annual meeting; the company intends to nominate him for election at that meeting
Konig will receive prorated standard non-employee director compensation and is expected to sign an indemnification agreement
Konig previously served as Chief Legal Officer and Secretary of Bluerock Residential Growth REIT, Inc. from October 2017 through October 2022
Frazier Life Sciences Acquisition Corp. II, a Cayman Islands blank check company, closed its initial public offering of 7,500,000 Class A ordinary shares at $10.00 per share on October 15, 2026, for gross proceeds of $75 million. The full $75 million was placed in a U.S. trust account, and the company said it has not selected a business combination target, so shareholders' funds remain in the trust until a deal is completed or the company liquidates.
IPO: 7,500,000 Class A ordinary shares at $10.00 per share, gross proceeds of $75,000,000, closed October 15, 2026
Private placement: 300,000 Class A ordinary shares to the sponsor for gross proceeds of $3,000,000
Trust account: $75,000,000 held with Continental Stock Transfer & Trust Company as trustee
Balance sheet as of October 15, 2026 showed cash of $1,762,481 and a $3,000,000 deferred underwriting fee payable
Shareholders approved a change of Banzai International's legal name to Parabolic Technologies, Inc. and a reverse stock split at a special meeting on October 16, 2026. The 1-for-10 reverse split takes effect with trading on October 27, 2026, under the unchanged symbol PARA. The company says the split is primarily intended to raise the per-share price of Class A stock and maintain compliance with the Nasdaq Minimum Bid Price Requirement, though it states neither outcome is guaranteed.
Shareholders approved the Name Change Proposal with 2,266,795 votes for and 21,181 against, and the Reverse Split Proposal with 2,220,042 votes for and 67,366 against.
Based on shares outstanding on October 21, 2026, Class A shares would fall from about 5,061,208 to about 506,121 and Class B shares from 149,821 to 14,983.
Class A stock trades on a split-adjusted basis from October 27, 2026, under new CUSIP 06682J803; no fractional shares are issued and fractions are rounded up.
BranchOut Food reported preliminary third-quarter 2026 revenue of about $1 million, which it attributed to customer delivery timing, and forecast record fourth-quarter revenue of $6 million to $7 million. The same day, it announced an underwritten public offering of common stock, with all shares sold by the company, which would increase the share count for existing shareholders.
Q3 2026 revenue approximately $1 million, including about $420,000 of warehouse club shipments that moved into early October
Q4 2026 revenue expected at $6 million to $7 million, up 50% to 75% year over year; full-year 2026 revenue expected at $14 million to $15 million
Underwritten offering of common stock led by Lake Street Capital Markets; underwriters have a 30-day option to buy up to an additional 15% of shares
Net proceeds intended for working capital and general corporate purposes; offering subject to market conditions and may not be completed
NeOnc furnished three press releases dated October 16, 21 and 22, 2026, covering an early reported improvement in one compassionate-use patient in Abu Dhabi, a non-binding memorandum of understanding with the Department of Health Abu Dhabi, and a scheduled television segment. The filing contains no financial results, and the company states that the single-patient observations do not establish safety or efficacy, so the near-term effect on shareholders is unclear.
October 16: a three-year-old boy treated with investigational intranasal NEO100 under the Compassionate Care program is reported to be breathing without ventilator support; the company says one patient does not establish that NEO100 caused
October 21: the MoU is not a binding contract, runs for two years, and can be ended with at least three months' notice; any regional presence would require a separate agreement
October 21: two children are currently receiving NEO100 in Abu Dhabi, with a third expected to be onboarded from India this week
October 22: segment airs Sunday, October 25, 2026, at 5:30 p.m. ET on Fox Business Network; air dates are subject to change
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.
Citigroup's Board elected James Flanagan as a director on October 21, 2026, and appointed him to the Audit Committee. He was also named to the Board of Citibank, N.A. and the Board found him independent under NYSE standards.
Election effective immediately, announced October 21, 2026 via press release (Exhibit 99.1)
Flanagan served as Chief Operating Officer and Vice Chairman at PricewaterhouseCoopers from 2014 to 2021
He will receive non-employee director compensation per the April 2, 2026 proxy statement
No family relationships or related party transactions with Citigroup disclosed
On October 18, 2026, all 44,275,000 outstanding Class A common shares of National Healthcare Properties automatically converted one-for-one into common stock under the company's charter, leaving 72,910,570 common shares outstanding. The filing says the conversion did not change voting rights, economic interests, or the company's business, and the common stock began trading on Nasdaq under NHP on October 19, 2026.
44,275,000 Class A common shares converted one-for-one into common stock on October 18, 2026, under the Class A Articles Supplementary.
72,910,570 shares of common stock were issued and outstanding immediately after the conversion.
Each common share carries one vote, the same voting power Class A holders had; the separate Class A class vote on certain charter amendments no longer applies.
Common stock began trading under the symbol NHP at 9:30 a.m. Eastern on October 19, 2026, and the new CUSIP is 42226B600.
Advasa Holdings said its largest stockholder, Asamitsu Kosugi, intends to surrender 97,413,140 common shares to the company for no consideration, about 20% of outstanding stock. The shares would be cancelled, reducing the share count by roughly 20%, but the transaction is not complete and depends on documentation, corporate approvals and transfer agent procedures.
Mr. Kosugi, the largest stockholder, intends to surrender 97,413,140 shares for no consideration.
The shares represent approximately 20% of total outstanding common stock as of the report date.
Completion is subject to documentation, corporate approvals and transfer agent procedures; no timing was given.
Disc Medicine sold 6,000,000 common shares at $75.00 each, for expected gross proceeds of $450 million, and the offering closed October 22, 2026. The company expects net proceeds of about $422.4 million, which existing shareholders will share with the new investors through dilution, and it says its cash is sufficient into 2030.
Priced 6,000,000 shares at $75.00 per share; expected gross proceeds of $450 million before costs.
Underwriters hold a 30-day option for 900,000 more shares; with full exercise, net proceeds would be about $485.9 million.
Preliminary unaudited cash, cash equivalents and marketable securities were about $682.8 million as of September 30, 2026.
Proceeds are intended for clinical development, bitopertin commercialization for EPP and XLP, and general corporate purposes.
Intuitive Machines added Dr. Christopher Scolese, former Director of the National Reconnaissance Office, to its Board of Directors on October 22, 2026, filling the seat left by Michael Blitzer, who resigned on October 21, 2026. The filing states Blitzer's departure was not the result of any disagreement with the company on its operations, policies or practices, and the filing reports no financial results.
Michael Blitzer resigned from the Board and all committee roles, including Compensation Committee chair, effective October 21, 2026.
Dr. Christopher Scolese was appointed as a Class II director effective October 22, 2026, with a term expiring at the 2027 annual meeting.
Scolese joins the Audit and Nominating and Corporate Governance committees and chairs the Conflicts Committee.
Scolese led the National Reconnaissance Office from 2019 to 2026 and previously held senior NASA roles, including Goddard Space Flight Center director from 2012 to 2019.
XCF Global completed its all-stock business combination with Southern Energy Renewables and DevvStream on October 16, 2026, and both companies are now wholly owned subsidiaries. The company also updated its 2027 outlook and changed its finance leadership, with director Wray Thorn named President and Chief Financial Officer effective October 19, 2026. Former Southern and DevvStream equity holders now hold about 20.0% and 10.43%, respectively, of XCF's common stock.
Business combination completed October 16, 2026; Nasdaq ticker SAFX is unchanged
Former Southern and DevvStream holders hold about 20.0% and 10.43% of XCF common stock
2027 outlook: gross product sales of $650 million to $700 million, net revenue of $120 million to $130 million, EBITDA of $70 million to $75 million
Wray Thorn appointed President and CFO effective October 19, 2026; Harvey Schnitzer stepped down as CFO and became Director of Integration
Atlantic American Corporation received a Nasdaq Staff Delisting Determination on October 16, 2026, because it had not filed its 2025 Form 10-K and two 2026 Forms 10-Q by the October 12, 2026 deadline. The company filed the 2025 10-K on October 16 and plans to request a Nasdaq Hearings Panel appeal by October 23, 2026, which would temporarily stay suspension of its stock.
Nasdaq Staff Determination received October 16, 2026 under Listing Rule 5250(c)(1)
2025 Form 10-K filed October 16, 2026; 10-Qs for quarters ended March 31 and June 30, 2026 remain unfiled
Hearing request due by October 23, 2026; hearings typically 30 to 45 days after request
Request automatically stays suspension for 15 days; no assurance of an extended stay
Tenon Medical, Nasdaq-listed medical device company, obtained a waiver from an institutional investor that lets it increase the number of shares it can sell under its at-the-market offering, in exchange for a new warrant to buy 125,000 shares at $5.02 per share. The company also agreed to register resale of the warrant shares, which may add shares available for sale into the market.
On October 16, 2026, the investor waived restrictions in its August 27, 2026 purchase agreement to allow a larger at-the-market offering under the August 11, 2026 sales agreement with A.G.P./Alliance Global Partners.
The investor received a Series B warrant for up to 125,000 shares at $5.02 per share, expiring September 14, 2031.
The restriction period under Section 4.12(a) was extended by 15 days, to 75 days after the Effective Date.
The company must file a resale registration statement on Form S-3 within 60 calendar days of the waiver.
On October 16, 2026, Auddia amended its senior unsecured bridge notes with Thramann Holdings and three target companies controlled by CEO Dr. Jeffrey Thramann, raising the maximum amount Auddia may fund under each note. The notes provide interim working capital while the Merger Agreement with McCarthy Finney, Inc. is pending, and no further funding will be made if that agreement is terminated. Shareholders may want to note that Auddia's potential funding commitments to related parties increased, and the merger still requires Auddia stockholder approval.
The October 16, 2026 amendment raised maximum funding caps to $420,000 for Thramann Holdings, $1.9 million for LT350, $900,000 for Influence Healthcare and $85,000 for Voyex.
The original July 17, 2026 caps were $360,000, $400,000, $590,000 and $50,000, respectively.
Advances above $50,000 require approval from Auddia's Audit Committee, and funding is made in tranches as mutually agreed.
The merger is subject to closing conditions, including approval by Auddia stockholders; McCarthy Finney would trade as MCFN after closing.
Brown & Brown director Bronislaw E. Masojada resigned from the Board and from its Audit and Compensation Committees, effective immediately, to take on his election as Lord Mayor of the City of London in November 2026. The company said the resignation was not due to any disagreement over its operations, policies or practices, so it does not signal a dispute with management.
Masojada notified the Board of his resignation on October 21, 2026, effective immediately.
He resigns from the Board, the Audit Committee and the Compensation Committee.
Reason given: obligations tied to his election as the 698th Lord Mayor of the City of London, beginning November 2026.
The company states the resignation was not due to any disagreement with the company.
Village Farms International entered an employment agreement with Stephen C. Ruffini, effective October 16, 2026, establishing his role as Executive Vice President, Mergers & Acquisitions. The filing sets his base salary, bonus and equity targets, and a term ending May 31, 2028, with 18 months of salary continuation on certain terminations.
Annualized base salary of US$400,000, with a fiscal 2026 bonus target of up to 50% of base salary
Fiscal 2026 share-based compensation target of up to 30% of base salary
Term ends May 31, 2028; if terminated without cause, resigns for good reason, or term expires, he receives 18 months of continued base salary subject to a release of claims
The employment agreement will be filed as an exhibit to the Form 10-Q for the quarter ending 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
Quaker Chemical appointed Neil Daniels as Vice President and Chief Accounting Officer, effective upon his anticipated start date of November 16, 2026, and he will serve as principal accounting officer. Thomas Coler, who has held that role since July 22, 2026, will step down from it and remain Executive Vice President and Chief Financial Officer.
Neil Daniels, age 61, appointed on October 16, 2026; start date November 16, 2026
Employment Agreement provides $370,000 annual base salary and a 2027 target incentive of 35% of base salary
Sign-on cash bonus of $175,000, plus long-term incentive grant with an aggregate value of $110,000
Thomas Coler ceases as principal accounting officer and continues as CFO
Blaize's board declared a dividend of one one-thousandth of a share of Series B Preferred Stock on each outstanding common share, with a record date of October 26, 2026. The preferred carries votes only on a proposed reverse stock split and related adjournment proposals, and any shares not present or voted at the relevant meeting are automatically redeemed, so the dividend is a mechanism tied to that vote rather than a cash or income payout.
Record date for the Series B Preferred Stock dividend is October 26, 2026; the certificate of designations became effective October 21, 2026
Each Series B share carries 1,000,000 votes, so each one-thousandth share carries 1,000 votes, voting only on a reverse stock split proposal and adjournment proposals
Series B holders receive no dividends and a liquidation preference of $0.0001 per share; shares are not convertible and have no stated maturity
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.
Murphy USA's board declared a quarterly cash dividend of $0.72 per share, or $2.88 annualized, an 11% increase from the Q3 2026 dividend. The dividend is payable December 1, 2026, to stockholders of record as of November 4, 2026, and the increase returns more cash to shareholders.
Quarterly cash dividend of $0.72 per share, or $2.88 per share annualized
Dividend represents an 11% increase from the Q3 2026 dividend
Payable December 1, 2026, to holders of record as of November 4, 2026
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.
UGI Energy Services and its special purpose subsidiary amended the receivables purchase agreement with PNC Bank, extending the facility termination date by one year from October 16, 2026 to October 15, 2027. The filing describes this as a routine continuation of an existing financing arrangement under which trade receivables are sold on an ongoing basis, and it gives no dollar amounts.
Amendment No. 27 to the Receivables Purchase Agreement was effective October 16, 2026.
Facility Termination Date extended from October 16, 2026 to October 15, 2027.
Receivables are transferred without recourse; PNC Bank, National Association is the issuer and administrator.
The filing does not disclose facility size or pricing.
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.
Dime Commercial Bancshares said its Board declared a quarterly cash dividend of $0.34375 per share on its 5.50% Fixed-Rate Non-Cumulative Perpetual Preferred Stock, Series A. Holders of record as of November 9, 2026 will receive the payment on November 16, 2026. The filing covers only a preferred stock payout and contains no earnings, guidance, or common stock dividend information.
Quarterly dividend of $0.34375 per share on Series A preferred stock
Record date is November 9, 2026; payment date is November 16, 2026
Company describes itself as holding company for Dime Commercial Bank, with approximately $15 billion in assets
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
Vulcan Materials disclosed that David P. Clement, Senior Vice President of Operations Support and Procurement, notified the company on October 19, 2026 that he intends to retire from that role in the first quarter of 2027. The filing does not name a successor or describe any financial effects.
David P. Clement, SVP of Operations Support and Procurement, notified Vulcan on October 19, 2026 of his intent to retire.
Retirement is expected in the first quarter of 2027.
The filing does not name a successor or report any compensation arrangements.
Range Capital Acquisition Corp. disclosed that on October 21, 2026, it drew down $60,000 from an unsecured, non-interest-bearing promissory note issued to its sponsor and deposited the funds into its trust account, leaving $300,000 outstanding under the note. The filing describes a routine funding step under a note the company previously reported, with repayment due only at the earlier of a business combination or the effective date of winding up.
Drawdown of $60,000 on October 21, 2026, deposited into the Trust Account
Aggregate outstanding balance under the Note is $300,000
Note totals up to $540,000 and was issued June 18, 2026 to Range Capital Acquisition Sponsor, LLC
If no initial business combination is completed, the Note is repaid only from assets outside the Trust Account, if any
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
Shuttle Pharmaceuticals Holdings dismissed Forvis Mazars, LLP as its independent registered public accounting firm, effective after the filing of its Form 10-Q for the quarter ended September 30, 2026. The filing says the company has not yet engaged a replacement, and it cites multiple previously disclosed material weaknesses in internal control over financial reporting, which the company says were discussed with Forvis Mazars.
Audit Committee and full Board approved the dismissal of Forvis Mazars on October 16, 2026.
Forvis Mazars's reports for fiscal 2025 and 2024 included an explanatory paragraph on substantial doubt about the company's ability to continue as a going concern.
The company reports four material weaknesses, including limited accounting policies, insufficient review and segregation of duties, and information technology general control findings.
No successor auditor had been engaged as of the filing date; Forvis Mazars's letter is dated October 21, 2026 and filed as Exhibit 16.1.
Mueller Water Products' board raised its quarterly dividend 14.3%, to $0.080 per share from $0.070, and authorized an additional $300 million for stock repurchases. About $334.5 million is now available under the expanded program. The moves return more capital to shareholders, and the company said it gives it flexibility to repurchase shares when it believes they are undervalued.
Quarterly dividend of $0.080 per share, up 14.3% from $0.070, payable November 19, 2026, to holders of record on November 9, 2026
Board added $300 million to the existing repurchase program, bringing available authorization to about $334.5 million
Company repurchased $30.5 million of common stock in fiscal 2026, including $15.0 million in the quarter ended September 30, 2026
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