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).
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.
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
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.
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.
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
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
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
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
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.
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.
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
Rexford Industrial reported third quarter 2026 net income attributable to common stockholders of $14.6 million, or $0.07 per diluted share, versus $87.1 million, or $0.37, a year earlier, including $71.8 million of impairments. Company share of Core FFO was $0.60 per diluted share, flat year over year, and the company raised its 2026 Core FFO guidance to $2.41-$2.44 from $2.38-$2.43, while its 2026 net loss per share guidance widened to ($1.55)-($1.52) from ($1.32)-($1.27).
Q3 2026 net income attributable to common stockholders was $14.6 million, or $0.07 per diluted share, compared with $87.1 million, or $0.37, in Q3 2025.
Company share of Core FFO was $0.60 per diluted share, consistent with the prior year quarter.
2026 Core FFO guidance raised to $2.41-$2.44 per diluted share from $2.38-$2.43; net loss per share guidance widened to ($1.55)-($1.52).
Same Property Portfolio ending occupancy was 96.9% at September 30, 2026, up 200 basis points from June 30, 2026; the company repurchased 10.9 million shares for $408.7 million in the quarter.
Applied Industrial Technologies added Michael L. Olosky, CEO of Simpson Manufacturing, to its board of directors at its October 20, 2026 annual meeting, where shareholders also elected three directors, approved executive pay in an advisory vote, and ratified Deloitte & Touche LLP as auditor. The filing reports votes, not financial results, so it does not change the company's reported performance.
Michael L. Olosky, age 58, elected to the board with a term expiring October 2028; appointed to the Corporate Governance & Sustainability and Executive Organization & Compensation Committees.
Robert J. Pagano, Jr., Neil A. Schrimsher and Pamela J. Tomczik elected as directors for three-year terms; Pagano received 27,434,584 votes for and 303,196 withheld.
Advisory say-on-pay proposal received 29,946,147 votes for and 451,212 against.
Deloitte & Touche LLP ratified as independent auditors for fiscal year ending June 30, 2027, with 30,789,800 votes for and 1,148,221 against.
Dream Finders Homes is offering to exchange any and all of Beazer Homes' 7.500% notes due 2031 ($250 million) and 8.000% notes due 2032 ($400 million) for new Dream Finders notes, following its October 20, 2026 completion of the Beazer acquisition. The offer also asks noteholders to consent to amendments that would eliminate substantially all restrictive covenants and events of default on the Beazer notes, which the company says is meant to simplify its capital structure.
Exchange offers cover $250 million of 2031 Beazer Notes and $400 million of 2032 Beazer Notes, open to eligible holders only.
Holders who tender by 5:00 p.m. New York time on November 4, 2026 receive $1,000 principal of new Dream Finders notes plus $1.00 cash per $1,000, including a $50 early participation premium.
Tenders after November 4 and through the November 20, 2026 expiration date receive $950 principal of new notes plus $1.00 cash per $1,000.
Consents would remove substantially all restrictive covenants and events of default from the Beazer notes and indentures.
Carpenter Technology reported fiscal first-quarter 2027 results for the period ended September 30, 2026, with net sales of $798.2 million, up 9% from a year earlier, and operating income of $196.4 million, up 28%. Diluted earnings per share were $3.25 versus $2.43, and the company maintained its fiscal 2027 operating income outlook of $850 million to $880 million, though free cash flow was negative $24.8 million as capital spending rose.
Operating income of $196.4 million was up 28% year over year and down 5% sequentially from $206.9 million in the fourth quarter of fiscal 2026.
Diluted earnings per share were $3.25, compared with $2.43 in the prior year first quarter; net sales were $798.2 million, up 9%.
Fiscal 2027 operating income outlook of $850 million to $880 million was maintained; second-quarter operating income is expected between $192 million and $197 million.
The company repurchased $133.9 million of stock in the quarter and had $985.0 million remaining under its $1.0 billion program; free cash flow was negative $24.8 million.
Selective Insurance Group reported third-quarter 2026 net income of $2.11 per diluted share, up from $1.85 a year earlier, and non-GAAP operating income of $2.37 per share, up from $1.75. Net premiums written fell 7% to $1,122.8 million, and the company raised its 2026 after-tax net investment income outlook to $490 million from $480 million. The board also raised the quarterly dividend 12% to $0.48 per share and authorized a new $200 million share repurchase program.
Net income per diluted share was $2.11 versus $1.85 a year ago; non-GAAP operating income per share was $2.37 versus $1.75.
GAAP combined ratio improved to 96.8% from 98.6%, with no prior year casualty reserve development in the quarter.
Net premiums written fell 7% to $1,122.8 million, driven by an 8% decrease in Standard Commercial Lines.
Quarterly dividend rose to $0.48 per share, payable December 1, 2026; the new $200 million buyback adds to $53 million remaining under the existing authorization.
Associated Banc-Corp reported net income available to common equity of $144 million, or $0.76 per share, for the quarter ended September 30, 2026, up from $122 million, or $0.73 per share, a year earlier. Excluding nonrecurring items tied to its American National Corporation acquisition, adjusted earnings were $154 million, or $0.81 per share. The company also repurchased $100 million of its common stock during the quarter.
Net interest income rose 24% year over year to $377 million, and net interest margin was 3.20%.
Period end total loans reached $36.5 billion, up 18% from a year earlier, and period end total deposits reached $40.4 billion, up 16%.
Nonaccrual loans rose $33 million from the prior quarter to $183 million, and the nonaccrual loans to total loans ratio was 0.50%.
The company updated 2026 expectations, including noninterest income growth of 12% to 14% and an annual effective tax rate of 20% to 22%.
Enova International reported third quarter 2026 results for the period ended September 30, 2026. Revenue of $1.01 billion and diluted earnings per share of $4.06 both rose sharply from the third quarter of 2025, and the company repurchased $46 million of common stock during the quarter.
Total revenue of $1.01 billion, up 26% from $803 million in Q3 2025
Net income of $107 million, or $4.06 per diluted share, up from $3.03 per diluted share
Net charge-off ratio of 8.1%, down from 8.5% in Q3 2025
Repurchased $46 million of common stock and began Q4 with $252 million of share repurchase capacity
Ameris Bancorp reported third-quarter 2026 net income of $116.1 million, or $1.73 per diluted share, up from $106.0 million, or $1.54 per diluted share, a year earlier, and up sharply from $51.4 million in the second quarter, which included a $80.8 million litigation expense accrual. Year-to-date net income was $278.0 million, or $4.13 per diluted share, down from $303.8 million, or $4.41, in the same period of 2025. The board also authorized a $200.0 million share repurchase program running through October 31, 2027.
Q3 2026 net income $116.1 million, or $1.73 per diluted share, versus $106.0 million, or $1.54, in Q3 2025
Net interest margin 3.87%, a seven basis point improvement from Q3 2025; return on average assets 1.61%
Board authorized up to $200.0 million in share repurchases on October 16, 2026, through October 31, 2027
Earnings teleconference set for 9:00 a.m. Eastern time on October 23, 2026
Columbia Banking System reported third quarter 2026 net income of $220 million, or $0.78 per diluted share, up from $208 million and $0.73 in the second quarter and from $0.40 a year earlier. The Board authorized a new $1.2 billion share repurchase program with no expiration date after the previous plan was completed.
Net income was $220 million and diluted EPS was $0.78, compared with $0.73 in Q2 2026 and $0.40 in Q3 2025.
Operating diluted EPS, a non-GAAP measure, was $0.82, up from $0.76 in Q2 2026 but down from $0.85 in Q3 2025.
Net interest margin was 4.11%, up 18 basis points from Q2 2026.
The Board authorized a new buyback of up to $1.2 billion; the prior plan was completed, with 23.3 million shares repurchased since November 2025.
lululemon athletica inc. appointed Tara Poseley, a former lululemon Chief Product Officer, as a board director effective October 19, 2026, expanding the board from twelve to thirteen members. The appointment is made under the company's May 26, 2026 cooperation agreement with founder Dennis J. "Chip" Wilson and his affiliates, and it does not involve a financial result or guidance change.
Tara Poseley appointed to board effective October 19, 2026, as a Class II director and member of the People, Culture and Compensation Committee
Board expanded from 12 to 13 members; the company says 12 of 13 directors are independent
Appointment made under cooperation agreement with Dennis J. "Chip" Wilson dated May 26, 2026
Poseley previously served as lululemon Chief Product Officer from 2013 to 2015 and as CEO of Paula's Choice Skincare from 2016 to 2023
Shenandoah Telecommunications' Board approved moving Executive Chairman Christopher E. French to a non-executive Chairman role effective January 1, 2027, after which he will no longer be an executive officer. He will receive an annual retainer of $85,000 for his service as Chairman, paid under the standard non-employee director compensation policy. The change shifts French from an executive role to a board-level role, which shareholders may watch for effects on company management.
Board approved on October 20, 2026 the transition of Christopher E. French from Executive Chairman to non-executive Chairman
Transition effective January 1, 2027; French ceases to be an executive officer
Annual retainer of $85,000 for his service as Chairman of the Board
Kinsale Capital Group's Chief Financial Officer, Bryan P. Petrucelli, will retire from his executive role effective March 2, 2027, and was elected to the Board of Directors on October 22, 2026. Christopher R. Tangard, the company's current Senior Vice President and Chief Accounting Officer, will succeed him as Chief Financial Officer and Treasurer on the same date.
Petrucelli elected to the Board effective October 22, 2026; board size increased from nine to ten members
Petrucelli retires as Executive Vice President, CFO and Treasurer effective March 2, 2027
Tangard, Chief Accounting Officer since March 2024 and at Kinsale since June 2019, becomes CFO and Treasurer on March 2, 2027
The Southern Company's board amended and restated its bylaws on October 20, 2026, with the changes effective immediately. The amendments tighten requirements for stockholders who ask for a special meeting or nominate directors, and they add universal proxy rule language and a Delaware forum provision, which affects how shareholders can use these rights.
Stockholders requesting a special meeting must own the required percentage of shares on a net long basis and hold them for at least one year before the request is delivered.
The advance notice window for 2027 annual meeting nominations or proposals runs from January 13, 2027 to February 12, 2027.
Exclusive forum provisions name the Delaware Court of Chancery for certain internal corporate matters and federal district courts for Securities Act of 1933 claims.
Carpenter Technology reported first quarter fiscal 2027 results on October 22, 2026. Operating income rose to $196.4 million from $153.3 million a year earlier, and diluted earnings per share were $3.25 versus $2.43, with net sales of $798.2 million compared with $733.7 million. The company also set a fiscal 2027 operating income outlook of $850 million to $880 million and authorized a new $1.0 billion share repurchase program.
Operating income of $196.4 million vs. $153.3 million a year earlier; diluted EPS of $3.25 vs. $2.43
Net sales of $798.2 million, down from $851.0 million in Q4 FY26 but up from $733.7 million in Q1 FY26
FY27 operating income outlook of $850 million to $880 million; Q2 FY27 SAO operating income expected at $214 million to $218 million
Repurchased $133.9 million of stock in the quarter and authorized a new $1.0 billion program; free cash flow was negative $24.8 million
Kinsale Capital Group reported third-quarter 2026 net income of $98.1 million, or $4.36 per diluted share, down from $141.6 million, or $6.09, a year earlier. Non-GAAP net operating earnings rose to $128.3 million, or $5.70 per share, while gross written premiums fell 4.8%, and nine-month net income rose to $386.6 million, or $16.97 per share.
Q3 2026 net income was $98.1 million, $4.36 per diluted share, versus $141.6 million, $6.09 per share, in Q3 2025.
Q3 2026 net operating earnings were $128.3 million, $5.70 per diluted share, versus $121.2 million, $5.21, in Q3 2025.
Gross written premiums fell 4.8% to $462.9 million; property division premiums declined 19.3%.
Q3 included a $37.6 million pre-tax realized loss from a portfolio repositioning; nine-month net income was $386.6 million, $16.97 per share.
First Interstate BancSystem reported third-quarter 2026 net income of $62.2 million, or $0.65 per diluted share, down from $83.9 million, or $0.87, in the second quarter and $71.4 million, or $0.69, a year earlier. The second quarter included a $19.5 million gain from the sale of eleven Nebraska branches, and net interest margin rose to 3.53%, which the company cited as a sign of improving earnings power. The company also declared a $0.47 per share dividend payable November 13, 2026.
Net income was $62.2 million, or $0.65 per diluted share, versus $83.9 million, or $0.87, in Q2 2026 and $71.4 million, or $0.69, in Q3 2025.
Net interest margin rose to 3.53% from 3.45% in Q2 2026 and 3.34% in Q3 2025.
Q2 2026 results included a $19.5 million gain on the sale of eleven Nebraska branches.
Board declared a $0.47 per share dividend, payable November 13, 2026, to holders of record as of November 3, 2026.
Huntington Bancshares' Board declared a quarterly common stock dividend of $0.155 per share, unchanged from the prior quarter, payable January 4, 2027. The Board also declared quarterly dividends on six preferred stock series and on its 5.50% Series L preferred stock. The filing is a routine dividend declaration that confirms the existing common payout level for shareholders.
Common dividend of $0.155 per share, unchanged from the prior quarter, payable January 4, 2027, to holders of record on December 18, 2026
Six preferred series dividends payable January 15, 2027, to holders of record on January 1, 2027
Series L preferred (HBANZ) dividend of $0.34375 per depositary share, payable February 19, 2027, to holders of record on February 4, 2027
Comfort Systems USA reported third-quarter 2026 net income of $489.0 million, or $13.91 per diluted share, up from $291.6 million, or $8.25, a year earlier, on revenue of $3.77 billion versus $2.45 billion. The company also declared a quarterly dividend of $1.00 per share, up $0.10, payable November 23, 2026 to holders of record on November 12, 2026.
Q3 2026 net income $489.0 million, or $13.91 per diluted share, versus $291.6 million, or $8.25, in Q3 2025
Q3 2026 revenue $3.77 billion versus $2.45 billion; backlog $17.81 billion at September 30, 2026, versus $14.06 billion at June 30, 2026
Quarterly dividend raised to $1.00 per share from $0.90, payable November 23, 2026 to holders of record November 12, 2026
Earnings webcast and conference call scheduled for Friday, October 23, 2026 at 10:00 a.m. Central Time
Deckers reported fiscal second-quarter 2027 net sales up 3.5% to $1.481 billion and diluted EPS up 27% to $2.31, which included a $0.28 benefit from IEEPA tariff net refunds. The company now expects full-year fiscal 2027 diluted EPS of $7.80 to $7.95, including an approximate $0.52 tariff refund benefit, and it also appointed Rati Sahi Levesque to its board effective December 1, 2026, replacing retiring director Lauri Shanahan.
Net sales rose 3.5% to $1.481 billion: HOKA up 6.8%, UGG up 3.5%, direct-to-consumer down 1.8%.
Diluted EPS was $2.31 versus $1.82, including the $0.28 tariff refund benefit from $46.0 million in refunds plus $3.0 million of interest.
Full-year fiscal 2027 net sales are now expected at $5.700 billion to $5.725 billion, with operating margin of about 23%.
The company repurchased $299.3 million of stock in the quarter and had about $4.4 billion left under its repurchase authorization.
Bloom Energy reported third-quarter 2026 revenue of $1,235.8 million, up 138.1% from a year earlier, and GAAP diluted EPS of $0.78 compared with a loss of $0.10 per share in the same quarter of 2025. The company raised its full-year 2026 revenue guidance to $4.4 billion to $4.6 billion, and said it was added to the S&P 500.
Q3 2026 revenue was $1,235.8 million, up 138.1% year over year; product revenue was $1,073.6 million, up 179.4%.
GAAP diluted EPS was $0.78 versus a loss of $0.10 in Q3 2025; non-GAAP diluted EPS was $0.94.
Full-year 2026 revenue guidance was raised to $4.4 billion to $4.6 billion, and non-GAAP EPS guidance is $3.10 to $3.40.
Net cash used in operating activities was $27.1 million in Q3 2026, compared with cash provided of $226.4 million in Q2 2026.
Marten Transport reported third-quarter 2026 net income of $2.9 million, or 4 cents per diluted share, up from $2.2 million, or 3 cents, a year earlier, on operating revenue of $223.2 million. Net income for the first nine months fell to $9.6 million from $13.7 million, and management said higher net fuel and health insurance costs reduced third-quarter net income by $3.7 million. The filing includes no earnings guidance.
Q3 2026 net income was $2.9 million, or 4 cents per diluted share, versus $2.2 million, or 3 cents, in Q3 2025.
Operating revenue was $223.2 million versus $220.5 million; fuel surcharge revenue rose to $39.0 million from $26.5 million.
Nine-month net income was $9.6 million, or 12 cents per diluted share, versus $13.7 million, or 17 cents, a year earlier.
Management said net fuel and health insurance costs reduced Q3 net income by $3.7 million, or 4.5 cents per share, partly offset by a larger equipment sale gain.
WSFS Financial reported third-quarter 2026 diluted EPS of $1.75, up from $1.63 in the prior quarter and $1.37 a year earlier, on net income of $89.3 million. Total net revenue rose to $287.6 million, but problem assets increased $57.5 million from June 30, 2026, and total client deposits fell $619.5 million over the quarter.
Net income attributable to WSFS was $89.3 million, versus $84.4 million in 2Q 2026 and $76.4 million in 3Q 2025.
Total net revenue was $287.6 million, versus $282.5 million in 2Q 2026 and $270.5 million in 3Q 2025.
Problem assets rose to $530.4 million from $472.9 million on June 30, 2026; provision for credit losses was $8.4 million, versus $5.0 million in 2Q 2026.
The board approved a quarterly cash dividend of $0.20 per share, payable November 20, 2026, and the company repurchased $59.6 million of common stock in the quarter.
Boyd Gaming reported third-quarter 2026 revenue of $990.5 million, down from $1.0 billion a year earlier, and adjusted earnings of $121.7 million, or $1.67 per share, versus $139.1 million, or $1.72 per share, in the third quarter of 2025. GAAP net income of $124.9 million, or $1.71 per share, compares with $17.81 per share a year earlier, a period that included a $1.4 billion after-tax gain on the FanDuel stake sale. Shareholders see lower revenue and adjusted profit, and the company repurchased $164 million of shares during the quarter.
Third-quarter revenue was $990.5 million versus $1,004.4 million in the third quarter of 2025.
Adjusted EBITDAR was $319.6 million versus $321.8 million a year earlier.
Net income attributable to Boyd Gaming was $124.9 million, or $1.71 per share, versus $1.4 billion, or $17.81 per share, in the prior-year quarter, which included the FanDuel gain.
The company repurchased $164 million of shares in the quarter and had $387 million remaining under its authorization as of September 30, 2026.
MaxLinear reported unaudited third-quarter 2026 revenue of $218.1 million, up 72% from a year earlier, and GAAP net income of $28.9 million, compared with a net loss of $45.5 million a year earlier. The company also expanded its senior secured revolving credit facility by $70 million to $200 million and gave Q4 2026 revenue guidance of $240 million to $260 million, which would be above the Q3 level.
Q3 2026 net revenue $218.1 million, up 29% from Q2 2026 and up 72% year over year; GAAP diluted EPS $0.30 versus $(0.52) a year earlier
Non-GAAP diluted EPS $0.62 for Q3 2026, versus $0.14 a year earlier
Q4 2026 revenue guidance $240 million to $260 million; GAAP gross margin 58.0% to 61.0%
Revolving facility commitments increased by $70 million to $200 million under Amendment No. 3 dated October 16, 2026; liquidity covenant threshold lowered from $80 million to $60 million
VeriSign reported third-quarter 2026 revenue of $443 million, up 5.7% from a year earlier, and operating income of $296 million, up from $284 million. Diluted EPS rose to $2.35 from $2.27, although a $7.5 million pre-tax loss on assets held for sale reduced EPS by $0.06, and net income was flat at $213 million.
Revenue of $443 million for the quarter ended September 30, 2026, up 5.7% year over year
Diluted EPS of $2.35 versus $2.27; a $7.5 million pre-tax loss on assets held for sale lowered EPS by $0.06
Domain name base reached 182.5 million .com and .net registrations, up 6.1% year over year
Board approved a cash dividend of $0.81 per share, payable November 24, 2026 to holders of record on November 17, 2026
Omnicom reported third quarter 2026 results for the period ended September 30, 2026. Revenue rose to $6.4 billion from $4.0 billion, mainly due to the Interpublic (IPG) acquisition, and diluted EPS rose to $2.38 from $1.75. The results show progress on integration, though the filing does not include updated full-year guidance.
Revenue of $6.4 billion versus $4.0 billion in Q3 2025, mainly from the IPG acquisition, which closed November 26, 2025; core operations organic growth was 7.2%.
Diluted EPS of $2.38 versus $1.75; non-GAAP adjusted diluted EPS of $2.73 versus $2.24, up 21.9%.
Operating income of $991.7 million versus $530.1 million; includes a $106.8 million gain on the disposition of a subsidiary.
Management says Omnicom is on track to deliver $900 million in cost-reduction synergies in 2026.
Newmont reported third quarter 2026 results, with adjusted net income of $2.3 billion, or $2.20 per diluted share, up 3% from the prior quarter, and net income of $2.5 billion. The company said it remains on track for its full-year 2026 gold production guidance of 5.3 million attributable ounces and improved its full-year cost guidance, while free cash flow of $1.9 billion fell 13% from the prior quarter. For shareholders, the filing also shows $1.9 billion returned through dividends and buybacks since the last earnings call.
Adjusted net income was $2.3 billion, or $2.20 per diluted share; net income was $2.5 billion, or $2.35 per diluted share.
Full-year 2026 gold by-product CAS guidance improved to $925 per ounce and AISC to $1,520 per ounce, with production guidance of 5.3 million ounces unchanged.
Free cash flow was $1.9 billion, down 13% from the prior quarter; $2.8 billion remains under the current $6.0 billion buyback authorization.
A dividend of $0.26 per share was declared, payable December 21, 2026 to holders of record on November 25, 2026.
Comfort Systems USA said Chief Financial Officer Bill George will retire after the filing of its 2026 Form 10-K, and Chief Accounting Officer Julie Shaeff will succeed him as Executive Vice President and Chief Financial Officer. The filing says George's decision was not the result of any disagreement with the company, and his restricted stock unit awards will continue to vest. The change is a planned succession, and no changes to Shaeff's compensation have been determined yet.
Bill George, EVP and CFO, notified the company on October 16, 2026 of his intention to retire, effective after the 2026 Form 10-K is filed
Julie Shaeff, SVP and Chief Accounting Officer, will become EVP and CFO on the same transition date
George's time-based and performance-based RSU awards will remain outstanding and continue to vest under their terms
Compensation changes for Shaeff have not been determined; the company will file an amendment within four business days of any decision
Robert Half reported third-quarter 2026 results on October 22, 2026, with net income of $50 million ($0.49 per diluted share) on revenues of $1.359 billion, compared with $43 million ($0.43) on $1.354 billion a year earlier. For the nine months, net income fell to $90 million ($0.90 per share) from $101 million ($1.01), and revenues fell to $3.996 billion from $4.076 billion, so shareholders see a stronger quarter against a weaker year-to-date period.
Q3 2026 net income $50 million, or $0.49 per diluted share, vs. $43 million, or $0.43, in Q3 2025
Q3 2026 revenues $1.359 billion, vs. $1.354 billion in Q3 2025; CEO M. Keith Waddell called global enterprise revenues roughly flat on an adjusted basis
Nine-month net income $90 million ($0.90 per share) vs. $101 million ($1.01); nine-month revenues $3.996 billion vs. $4.076 billion
Talent solutions returned to adjusted year-over-year revenue growth of 2 percent, its first since 2022, per the CEO
Knowles reported third-quarter 2026 revenue of $184.0 million, up 20% from a year earlier and above the high end of its guidance, with GAAP diluted EPS of $0.24 versus $0.21. The company guided fourth-quarter 2026 revenue to $180 million to $190 million and non-GAAP diluted EPS to $0.39 to $0.43, and expects full-year 2026 revenue of $689 million, up 16%.
Q3 2026 revenue $184.0 million, up from $152.9 million in Q3 2025 and $166.8 million in Q2 2026
Q3 non-GAAP diluted EPS $0.38 versus $0.33 a year earlier; GAAP diluted EPS $0.24 versus $0.21
Q4 2026 guidance: revenue $180 million to $190 million; non-GAAP diluted EPS $0.39 to $0.43
Net cash provided by operating activities $44.6 million in Q3 2026 versus $29.1 million in Q3 2025
AppFolio reported third-quarter 2026 results for the period ended September 30, 2026, with revenue of $296 million, up 19% year over year, and net income of $46 million, or $1.29 per diluted share, compared with $34 million, or $0.93, a year earlier. The company raised its full-year 2026 revenue range to $1.122 billion to $1.127 billion, which gives shareholders a higher revenue outlook while profit measures improved.
Q3 2026 revenue was $296 million, up 19% year over year from $249 million.
GAAP operating income rose 64% to $57 million; non-GAAP operating income rose 38% to $81 million.
Full-year 2026 revenue range raised to $1.122 billion to $1.127 billion; non-GAAP operating margin range is 26.5% to 27.5%.
Management and the company's CEO, Shane Trigg, said the results reflect new and existing customers adopting its platform.
Trinity Industries disclosed that a limited purpose subsidiary, Trinity Rail Leasing 2026 LLC, entered into a $349.8 million term loan on October 19, 2026, secured by a railcar portfolio it bought from affiliates. Proceeds were used to buy the portfolio and repay affiliate borrowings, including redeeming $280.9 million of 2019 railcar notes. The loan adds a direct financial obligation at the subsidiary level, with obligations solely those of that subsidiary.
Initial principal of $349.8 million; accordion feature allows up to an additional $300.0 million if approvals and conditions are met
Maturity date October 19, 2031; interest at daily simple SOFR plus 1.30% per annum
Proceeds bought the Railcar Portfolio and repaid TRLWT warehouse borrowings and redeemed $280.9 million of TRL-2019 Series 2019-2 notes
Regions Bank is Administrative Agent; U.S. Bank Trust Company is Collateral Agent
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