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).
Centene reported third quarter 2026 results on October 27, 2026, with a GAAP diluted loss of $(0.14) per share and adjusted diluted EPS of $0.58, compared with $0.50 a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance by $0.40 to greater than $5.20 and its GAAP diluted EPS guidance to greater than $3.46. For shareholders, the higher guidance and improved quarterly profit compared with 2025 point to a faster earnings recovery than the company had previously expected.
Q3 2026 GAAP diluted loss per share was $(0.14), compared with a $(13.50) loss in Q3 2025, which included a $6.7 billion goodwill impairment.
Q3 2026 adjusted diluted EPS was $0.58, up from $0.50 in Q3 2025.
Full-year 2026 adjusted diluted EPS guidance rose to greater than $5.20; GAAP diluted EPS guidance is greater than $3.46.
Total debt was reduced by $1.1 billion since June 30, 2026, including full redemption of the 2027 Senior Notes in October 2026.
Community Bancorp. reported third-quarter 2026 net income of $5.1 million, or $0.91 per share, up from $4.7 million, or $0.84 per share, a year earlier. Net income for the first nine months was $14.1 million, or $2.53 per share, up 14.72%, alongside higher net interest income. For shareholders, per-share earnings rose, while the securities portfolio carried a $13.4 million reduction to equity from unrealized losses.
Q3 2026 net income was $5.1 million, up 7.24% from $4.7 million; earnings per share were $0.91 versus $0.84.
Nine-month 2026 net income was $14.1 million, or $2.53 per share, up 14.72% from $12.3 million.
Q3 net interest income rose 10.89% to $11.7 million, while non-interest income fell 8.98% to $1.9 million.
Quarterly dividend of $0.26 per share is payable November 1, 2026, to shareholders of record as of October 15, 2026.
Polaris reported third quarter 2026 sales of $2,043 million, up 11% from a year earlier, and diluted EPS of $0.66 versus a loss of $0.28 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $3.50 to $3.60 from $3.00 to $3.10, and raised adjusted sales guidance to $7.55 billion to $7.60 billion from $7.30 billion to $7.50 billion. Shareholders benefit from stronger sales and profit, though about $1.09 of the adjusted EPS guidance comes from tariff refunds recorded in the second and third quarters.
Q3 2026 sales were $2,043 million, up 11%; North America sales rose 14% to $1,815 million.
Q3 diluted EPS was $0.66 (net income attributable to Polaris of $38.4 million), compared with a $0.28 loss per share a year earlier; adjusted diluted EPS was $1.08 versus $0.41.
Q3 results include $10 million of tariff refunds, which added $0.13 to adjusted EPS.
Full-year 2026 adjusted EPS guidance is $3.50 to $3.60, up from $3.00 to $3.10; the company said about $1.09 of this is attributed to tariff refunds.
Commercial Bancgroup, Inc. reported third-quarter 2026 net income of $10.9 million, or $0.79 per diluted share, up from $9.5 million, or $0.77 per diluted share, a year earlier. Its board also declared a quarterly cash dividend of $0.12 per share, payable December 30, 2026, to holders of record on December 15, 2026.
Q3 2026 net income $10.9 million, or $0.79 per diluted share, versus $9.5 million, or $0.77, in Q3 2025
Nine-month net income $30.6 million, or $2.23 per diluted share, versus $27.1 million, or $2.22, a year earlier
Net interest margin 4.14% for the quarter, up 8 basis points from the second quarter of 2026
Quarterly cash dividend of $0.12 per share; record date December 15, 2026; payable December 30, 2026
Nucor Corporation announced net earnings of $1.32 billion, or $5.80 per diluted share, for the third quarter of 2026, up from $1.16 billion in the second quarter. The company returned $629 million to stockholders through share repurchases and dividends during the quarter and expects fourth-quarter earnings to be generally in line with or modestly higher than the third quarter.
Net earnings attributable to Nucor stockholders were $1.32 billion, or $5.80 per diluted share, on net sales of $11.25 billion for Q3 2026.
The company returned approximately $629 million to stockholders in Q3 2026 through share repurchases and dividend payments.
Nucor repurchased approximately 2.03 million shares at an average price of $247.04 per share during the third quarter.
Mirum Pharmaceuticals said its 25-patient Cohort 2 trial of ATEBRIOZ (zilurgisertib) in children aged 6 to under 12 with fibrodysplasia ossificans progressiva showed reduced heterotopic ossification lesion volume and improved joint mobility at Week 24 compared with placebo. The company plans to submit a supplemental New Drug Application in the first half of 2027 to expand the approved indication to this age group.
Mean total HO lesion volume fell 8.09 cm³ with ATEBRIOZ versus a 9.14 cm³ increase with placebo (nominal p=0.003).
No ATEBRIOZ-treated patients developed new HO lesions, compared with 1 patient (7.7%) on placebo.
Mean CAJIS joint mobility score improved 0.80 points with ATEBRIOZ versus 0.09 points with placebo at Week 24.
The company plans a supplemental NDA submission in the first half of 2027; full Cohort 2 results will be presented at an upcoming medical meeting.
On October 26, 2026, Francisco Partners completed its acquisition of Weave Communications, and Weave stock stopped trading on the New York Stock Exchange. Stockholders received $7.40 in cash per share, and the company repaid its existing credit facility and entered a new credit agreement with Hercules Capital. Shareholders no longer hold Weave stock, and the company will operate as a privately held company.
Stockholders receive $7.40 per share in cash, a premium of about 34% to the unaffected closing price on August 17, 2026.
Total merger consideration was about $597.46 million; the transaction was valued at about $650 million.
Weave common stock ceased trading and is no longer listed on the NYSE.
New Credit Agreement with Hercules Capital provides a $190 million initial term loan, a $25 million delayed draw term loan and a $25 million revolving credit facility.
FirstSun Capital Bancorp reported third-quarter 2026 net income of $38.4 million, or $0.82 per diluted share, compared with a net loss of $22.9 million in the second quarter. Adjusted net income, a non-GAAP measure, was $48.2 million, or $1.03 per diluted share. Results were driven by lower noninterest expense after merger-related costs fell, and a higher net interest margin.
Net income $38.4 million, $0.82 per diluted share, versus a net loss of $22.9 million, or $0.49 per share, in Q2 2026; Q3 2025 diluted EPS was also $0.82
Adjusted net income $48.2 million, $1.03 per diluted share, versus $21.0 million, $0.45 per share, in Q2 2026
Net interest margin rose 24 basis points to 3.82%; noninterest expense fell $45.2 million to $126.6 million, with merger-related expenses down $44.3 million
Repurchased 1,245,224 common shares for $49.7 million; core system conversion of First Foundation completed in late September 2026
Welltower Inc. reported third quarter 2026 net income of $415 million and raised its full-year guidance for net income and normalized FFO per diluted share. The company also declared a quarterly cash dividend of $0.85 per share.
Reported net income of $415 million and normalized FFO of $1.67 per diluted share for Q3 2026.
Raised full-year 2026 net income guidance to a range of $3.31 to $3.37 per diluted share.
Declared a quarterly cash dividend of $0.85 per share, payable on November 19, 2026.
Closed or under contract to close $21.0 billion of pro rata gross investments year-to-date.
German American Bancorp reported record net income of $38.6 million, or $1.03 per share, for the quarter ended September 30, 2026, up from $1.02 per share in the prior quarter and $0.94 per share a year earlier. The Board also declared a $0.31 per share cash dividend, payable November 20, 2026, to shareholders of record as of November 10, 2026.
Net income of $38.6 million, or $1.03 per share, versus $38.2 million, or $1.02 per share, in the second quarter of 2026
Net interest margin rose to 4.42% from 4.30% in the second quarter of 2026
Non-interest expense increased to $53.1 million, up $2.7 million from the second quarter of 2026
Cash dividend of $0.31 per share payable November 20, 2026 to holders of record on November 10, 2026
C&F Financial Corporation reported third-quarter 2026 net income of $8.3 million, up 16.1% from $7.1 million a year earlier, and nine-month net income of $23.7 million, up 16.8%. Nine-month results include a $8.3 million pre-tax gain on the sale of an equity interest in Bearing Insurance Group and a $7.1 million pre-tax loss from a securities portfolio restructuring, and adjusted nine-month net income rose 13.1% to $22.9 million.
Q3 2026 earnings per share were $2.55, up from $2.18 in Q3 2025, but down from $2.63 in Q2 2026.
Nine-month 2026 earnings per share were $7.26, up from $6.22 a year earlier; adjusted earnings per share were $7.03.
Community banking loans grew $148.1 million, or 9.6%, from September 30, 2025, and the consolidated net interest margin was 4.53% in Q3 2026 versus 4.24% a year earlier.
The Board-approved 2026 share repurchase program allows up to $5.0 million of repurchases; the company repurchased 3 shares, or less than $1,000, in Q3 2026.
Celestica reported third-quarter 2026 revenue of $5.83 billion, up 83% from a year earlier, and adjusted EPS of $3.30, above its $2.88 to $3.08 guidance range. It raised its 2026 revenue outlook to $21.0 billion and adjusted EPS outlook to $11.55, and gave a first 2027 outlook of $40.0 billion in revenue and $21.50 adjusted EPS, which matters to shareholders because it signals higher expected earnings. The company cut its 2026 free cash flow outlook to $460 million from $600 million, citing working capital investments.
Q3 2026 adjusted EPS was $3.30 and GAAP EPS was $3.26, compared with $1.58 and $2.31 in Q3 2025.
2026 outlook raised: revenue of $21.0 billion (previously $20.5 billion) and adjusted EPS of $11.55 (previously $11.30).
2026 free cash flow outlook lowered to $460 million from $600 million, primarily due to working capital investments to support 2027 growth.
2027 outlook: revenue of $40.0 billion and adjusted EPS of $21.50; a new normal course issuer bid is planned for Q4 2026 after the current one expires November 2, 2026.
Phillips Edison & Company reported third quarter 2026 net income attributable to stockholders of $62.7 million, or $0.49 per diluted share, up from $24.7 million, or $0.20, a year earlier. Core FFO rose 11.3% to $100.7 million, or $0.71 per diluted share, and the company raised the low end of its full-year 2026 Core FFO guidance to $2.75 to $2.79 per diluted share.
Q3 2026 Core FFO of $0.71 per diluted share, up 9.2% year over year on a per-share basis; Nareit FFO of $0.69 per diluted share
Full-year 2026 net income per diluted share guidance raised to $1.21 to $1.24, from $0.95 to $0.97
Full-year 2026 Core FFO guidance is $2.75 to $2.79 per diluted share, up from $2.73 to $2.79; same-center NOI growth guidance is 3.50% to 4.00%
Subsequent to quarter end, the company closed a new $350 million unsecured term loan maturing October 23, 2029
Simpson Manufacturing reported third-quarter 2026 net sales of $638.1 million, up 2.3%, and diluted earnings per share of $2.68, up 3.9%, while income from operations rose only 0.2%. The company also approved a $1.0 billion share repurchase authorization with no expiration date, replacing a $200.0 million authorization, and updated its 2026 outlook, with management citing a more challenging near-term operating environment and higher steel costs. The filing does not state the prior outlook figures, so the change in guidance cannot be measured against them.
Net sales of $638.1 million rose 2.3%; diluted EPS of $2.68 rose from $2.58, up 3.9%.
Income from operations of $141.0 million rose 0.2%; North America operating income rose 9.5% to $137.0 million, while Europe fell 5.0% to $15.3 million.
New $1.0 billion repurchase authorization, effective October 22, 2026, supersedes the prior $200.0 million authorization.
2026 outlook: consolidated operating margin of 20.0% to 20.5%, including an $11.0 million land sale gain; effective tax rate of 25.0% to 26.0%; capital expenditures of $80.0 million to $90.0 million.
Park National Corporation reported third-quarter 2026 net income of $56.9 million, up 20.7% from a year earlier, and diluted earnings per share of $3.13, up from $2.92. Net income for the first nine months rose 14.5% to $157.4 million, and the board declared a $1.30 special dividend alongside its $1.10 quarterly dividend, payable December 10, 2026. Results include merger-related costs from the February 2026 First Citizens acquisition, and third-quarter net income was down 3.1% from the second quarter.
Q3 2026 net income $56.9 million vs. $47.2 million in Q3 2025; diluted EPS $3.13 vs. $2.92
Nine-month 2026 net income $157.4 million, up 14.5%; diluted EPS $8.77 vs. $8.48
Special dividend of $1.30 and quarterly dividend of $1.10 per share, payable December 10, 2026 to holders of record as of November 20, 2026
Efficiency ratio rose to 60.25% in Q3 2026 from 56.30% in Q2 2026
AZZ furnished an investor presentation under Regulation FD that repeats its revised fiscal 2027 guidance, dated October 13, 2026. The company raised all three guidance measures: sales, adjusted EBITDA and adjusted diluted EPS. For shareholders, the higher ranges signal a stronger outlook for the year, although the guidance excludes M&A activity and income from the AVAIL joint venture.
Sales guidance raised to $1.825–$1.875 billion from $1.80–$1.85 billion.
Adjusted EBITDA guidance raised to $380–$420 million from $375–$415 million.
Adjusted diluted EPS guidance raised to $7.00–$7.30 from $6.75–$7.15; the filing says the $7.15 midpoint implies about 15% growth on fiscal 2026's $6.19.
Guidance excludes all M&A activity and AVAIL JV income.
Hawkins, Inc. reported record second-quarter fiscal 2027 results, with sales up 12% to $313.8 million and diluted EPS up 23% to $1.34 for the quarter ended September 27, 2026. Gross profit rose 13% to $76.6 million, and the company's SG&A and tax rate rose modestly, but profit growth outpaced sales growth for shareholders. The company also said second-half trends should be consistent with the first half, while noting a non-recurring $6.2 million SG&A benefit in the prior-year second half will not recur.
Quarterly sales rose $33.4 million, or 12%, to $313.8 million; Water Treatment sales grew 16% to $175.0 million.
Diluted EPS was $1.34, up $0.25 from $1.08 a year earlier; net income rose 23% to $27.8 million.
Total debt fell to $229.0 million; leverage ratio was 1.22x adjusted EBITDA, down from 1.37x at fiscal 2026 year-end.
Hawkins repurchased $18.6 million of stock in the six months and closed the Dave Symonds & Associates acquisition; Eagle Labs was acquired after quarter end.
Public Storage announced its financial results for the quarter ended September 30, 2026, reporting net income of $1.69 per share and Core FFO of $4.34 per share. The company raised its full-year 2026 guidance, including an increase in Core FFO per share to a range of $16.90 to $17.10. Additionally, the company completed major acquisitions including National Storage Affiliates and Public Storage Canada during the quarter.
Reported Q3 2026 net income of $1.69 per share and Core FFO of $4.34 per share.
Raised full-year 2026 Core FFO per share guidance to a range of $16.90 to $17.10.
Completed the acquisitions of National Storage Affiliates and Public Storage Canada for US $1.2 billion (including assumed debt) on September 1, 2026.
Issued $900 million aggregate principal amount of senior notes at an interest rate of 4.85%.
Zedge reported results for its fourth quarter and fiscal year ended July 31, 2026, with revenue up 7.6% to $31.6 million for the year and a GAAP net loss that narrowed to $0.1 million from $2.4 million. Fourth-quarter GAAP net income was $0.4 million, or $0.03 per diluted share, compared with a loss of $0.04 a year earlier. The release also disclosed a $7.7 million insider investment led by Howard Jonas in September and the hiring of Morris Berger as chief executive officer earlier in October.
Q4 revenue rose 4.0% to $7.8 million; subscription revenue rose 25.6% to $1.8 million
Fiscal 2026 GAAP net loss narrowed to $0.1 million from $2.4 million; FY26 figures are preliminary and subject to audit completion
Emojipedia's marked decline reduced consolidated revenue growth by approximately 300 basis points, per management
Howard Jonas led a $7.7 million insider investment in September; Morris Berger was hired as CEO earlier in October
PriceSmart reported fourth quarter fiscal 2026 results for the period ended August 31, 2026. Total revenues rose 13.9% to $1.52 billion and net income rose 19.3% to $37.6 million, or $1.21 per diluted share, from $1.02 a year earlier, with about 6.0 percentage points of the sales growth attributed to favorable currency effects. The company also reported it opened its third Jamaica club in October 2026.
Q4 net income $37.6 million, or $1.21 per diluted share, versus $31.5 million, or $1.02, a year earlier
Q4 total revenues $1.52 billion, up 13.9%; net merchandise sales up 13.8%, or 7.8% in constant currency
Full-year fiscal 2026 net income $166.6 million, or $5.40 per diluted share, up 12.6%
Third warehouse club in Jamaica opened in October 2026; 58 clubs in operation as of August 31, 2026
AudioEye reported third-quarter 2026 revenue of $11.0 million, up 7% from a year earlier, and GAAP net income of $1.0 million, or $0.08 per diluted share, compared with a net loss of $0.6 million a year earlier. The company raised its full-year 2026 adjusted EBITDA guidance to $13.4 million to $13.6 million and announced a repurchase program of up to $15 million of common stock.
Q3 2026 revenue was $11.0 million, up 7% from $10.2 million; annual recurring revenue rose 12% to $43.3 million
Q3 net income was $1.0 million ($0.08 per diluted share) versus a net loss of $0.6 million a year earlier; adjusted EBITDA was $3.9 million, up 58%
Full-year 2026 adjusted EBITDA guidance raised to $13.4 million to $13.6 million; Q4 revenue expected at $11.4 million to $11.6 million
Board authorized repurchase of up to $15 million of common stock through October 18, 2027, announced October 20, 2026
Rambus reported third-quarter 2026 revenue of $218.3 million, up 22% from a year earlier and above its guidance range of $210 million to $216 million. GAAP diluted earnings per share were $0.69, compared with $0.44 a year earlier, and the company guided fourth-quarter revenue to $227 million to $233 million.
Q3 2026 revenue of $218.3 million, up from $178.5 million a year earlier and above the $210 million to $216 million guidance range
GAAP diluted EPS of $0.69 versus $0.44 a year earlier; non-GAAP diluted EPS of $0.84 versus $0.62
Q4 2026 guidance: revenue of $227 million to $233 million and GAAP diluted EPS of $0.68 to $0.76
Cash and marketable securities were $776.9 million at September 30, 2026, down $48.0 million, mainly due to $135.4 million paid for stock repurchases
Amkor reported third-quarter 2026 results on October 26, 2026. Net sales were $1.99 billion, roughly flat from a year earlier and up from $1.90 billion in the second quarter, while diluted EPS rose to $0.76 from $0.51. The company guided fourth-quarter diluted EPS to $0.65 to $0.75 and updated full-year 2026 capital expenditures to about $2.5 billion.
Q3 2026 net income attributable to Amkor was $191 million, versus $127 million in Q3 2025
Gross margin was 18.3%, up from 14.3% a year earlier; operating income was $225 million
Q4 2026 guidance: net sales of $1.9 billion to $2.0 billion and net income of $160 million to $185 million
Full-year 2026 capital expenditures were updated to approximately $2.5 billion
Citius Oncology, a majority-owned subsidiary of Citius Pharmaceuticals, reported preliminary, unaudited LYMPHIR unit sales for the fiscal fourth quarter ended September 30, 2026. Units purchased by U.S. wholesalers rose 120% from the prior quarter, and the number of institutions ordering the product grew, but the figures are unaudited and no revenue or profit amounts were disclosed, so the full financial picture will not be known until the annual report expected in December 2026.
792 units purchased by U.S. wholesalers in the three months ended September 30, 2026, up 120% from 360 units in the three months ended June 30, 2026.
950 LYMPHIR vials ordered by prescribing centers from wholesalers in the fiscal fourth quarter, compared with 926 in the fiscal third quarter.
54 institutions had ordered LYMPHIR as of the release date, up from 44 as of August 14, 2026.
Figures are preliminary and unaudited; complete fiscal fourth quarter and fiscal 2026 results are expected in December 2026 with the Form 10-K.
Citius Oncology reported preliminary, unaudited LYMPHIR unit sales to U.S. wholesalers of 792 units for the fiscal fourth quarter ended September 30, 2026, up 120% from 360 units in the prior quarter. The figures are not audited, and the company will report full fiscal fourth quarter and fiscal 2026 results in December 2026 in its Form 10-K, so the final numbers may differ.
Wholesaler units purchased were 792 for the three months ended September 30, 2026, versus 360 for the three months ended June 30, 2026.
LYMPHIR vials ordered by prescribing centers from wholesalers were 950, compared with 926 for the fiscal third quarter.
54 institutions had ordered LYMPHIR as of the release date, up from 44 as of August 14, 2026. The company's revenue is recognized on wholesaler sales, net of estimated gross-to-net adjustments.
Agilysys reported fiscal 2027 second-quarter results on October 26, 2026, with total net revenue up 17.7% to $93.4 million and net income of $13.2 million, or $0.46 per diluted share, versus $11.7 million, or $0.41, a year earlier. The company raised its full-year fiscal 2027 total revenue guidance to $374 million to $378 million and its subscription revenue growth outlook to at least 34%, and expects Adjusted EBITDA of 25% of revenue.
Total net revenue rose 17.7% to $93.4 million; subscription revenue grew 32.6% year over year.
Net income was $13.2 million, or $0.46 per diluted share, compared with $11.7 million, or $0.41, a year earlier.
Full-year fiscal 2027 total revenue guidance raised to $374 million to $378 million; Adjusted EBITDA expected at 25% of revenue, up from 24%.
Free cash flow (non-GAAP) was $14.8 million, versus $15.0 million in the prior-year quarter; ending cash was $137.6 million.
CB Financial Services reported third-quarter 2026 GAAP net income of $5.3 million, or $0.99 per diluted share, up from $4.3 million, or $0.80 per diluted share, in the second quarter of 2026. Net interest and dividend income rose to $15.0 million, and the board declared a $0.28 quarterly cash dividend payable November 27, 2026 to holders of record on November 13, 2026.
Q3 2026 GAAP net income was $5.3 million ($0.99 diluted EPS), compared with $4.3 million ($0.80) in Q2 2026 and a net loss of $5.7 million in Q3 2025.
Adjusted diluted EPS (non-GAAP) was $0.91, compared with $0.80 in Q2 2026 and $0.74 in Q3 2025.
Net interest and dividend income rose to $15.0 million from $14.5 million; net interest margin improved to 3.75% from 3.68%.
Quarterly cash dividend of $0.28 per share, payable on or about November 27, 2026 to stockholders of record as of November 13, 2026.
Kforce reported third-quarter 2026 revenue of $357.8 million, up 7.5% from a year earlier and above the high end of its guidance, with diluted earnings per share of $0.90 versus $0.63 a year earlier. The EPS figure includes a $0.12 gain on company-owned life insurance policies, and the company guided fourth-quarter 2026 revenue of $352 million to $360 million and EPS of $0.62 to $0.70 for shareholders to weigh.
Q3 2026 revenue of $357.8 million rose 2.4% sequentially and 7.5% year over year; Technology Flex revenue rose 7.8% year over year.
Diluted EPS of $0.90 rose 42.9% year over year; excluding the $0.12 COLI gain, the company said the increase would have been 23.8%.
Fourth-quarter 2026 guidance: revenue of $352 million to $360 million and EPS of $0.62 to $0.70.
Board approved a fourth-quarter cash dividend of $0.40 per share, payable December 18, 2026 to holders of record on December 4, 2026.
Cadence Design Systems reported third-quarter 2026 financial results with revenue of $1.633 billion and raised its full-year 2026 revenue growth outlook to 21 percent. Additionally, the company's board of directors authorized an additional $2.5 billion for its share repurchase program following $400 million spent on buybacks during the quarter.
Q3 2026 revenue reached $1.633 billion, up from $1.339 billion in Q3 2025.
Full-year 2026 revenue outlook was raised to a range of $6.387 billion to $6.417 billion.
Quarter-end backlog reached a record $8.2 billion.
The board of directors approved an additional $2.5 billion for the share repurchase program on October 23, 2026.
Avidbank Holdings reported third-quarter 2026 net income of $10.2 million, or $0.94 per diluted share, up from $7.6 million, or $0.71, in the second quarter and from a net loss of $37.7 million in the third quarter of 2025. Net interest margin fell 19 basis points from the prior quarter to 4.07%, which the company attributed mainly to temporarily higher deposit balances held as cash, and the company said it expects a large temporary client deposit to leave in the fourth quarter.
Q3 2026 net income was $10.2 million, or $0.94 per diluted share, versus $7.6 million, or $0.71, in Q2 2026.
Q3 2025 was a net loss of $37.7 million, or $4.12 per diluted share, which included a loss on the sale of securities.
Net interest margin was 4.07%, down 19 basis points from Q2 2026; non-performing loans rose to 0.70% of total loans from 0.65%.
Book value per share was $27.24 at September 30, 2026, up $0.27 from June 30, 2026.
SR Bancorp, Inc., holding company for Somerset Regal Bank, reported net income of $1.1 million, or $0.15 per basic and diluted share, for the three months ended September 30, 2026, up 54.1% from $693,000, or $0.09 per share, a year earlier. Total assets reached $1.22 billion, with net loans of $947.4 million and deposits of $979.2 million at quarter end, but net interest margin slipped to 3.03% from 3.05%.
Net income of $1.1 million, or $0.15 per diluted share, for the quarter ended September 30, 2026, versus $693,000, or $0.09, a year earlier.
Net interest income rose 9.3% to $8.3 million; net interest margin fell two basis points to 3.03%.
Net loans rose $46.2 million to $947.4 million and deposits rose $52.8 million to $979.2 million from June 30, 2026.
Net income included $47,000 of accretion income tied to the 2023 Regal Bancorp acquisition, down from $303,000 a year earlier.
Peoples Bancorp reported diluted earnings per share of $0.91 for the third quarter of 2026, or $1.04 excluding one-time items, which management said exceeded consensus estimates of $0.93. Net income rose to $32.6 million from $28.0 million in the second quarter and $29.5 million a year earlier, and management set 2026 and 2027 expectations that depend on the pending Citizens and Capital mergers.
Q3 2026 net income $32.6 million, versus $28.0 million in Q2 2026 and $29.5 million in Q3 2025
Reported diluted EPS $0.91; adjusted EPS $1.04, versus consensus of $0.93 cited on the call
Citizens merger expected to close at the end of October 2026; Capital acquisition expected to close in 2027
Fourth-quarter 2026 acquisition-related expenses expected between $11 million and $13 million
City Holding Company reported third-quarter 2026 net income of $34.6 million and diluted earnings of $2.43 per share, which the company called record quarterly earnings. Net income was down from $35.2 million a year earlier, while diluted EPS rose from $2.41, and the board raised the quarterly cash dividend to $1.00 per share from $0.87.
Q3 2026 diluted EPS of $2.43, up from $2.35 in Q2 2026 and $2.41 in Q3 2025
Net interest income rose 3.0% from Q2 to $62.6 million; net interest margin was 4.04%
Non-interest expenses increased to $40.9 million from $38.3 million a year earlier
Quarterly dividend raised 15% to $1.00 per share, payable October 30, 2026
Ponce Financial Group reported third-quarter 2026 net income available to common stockholders of $18.0 million, or $0.76 per diluted share, up from $8.2 million, or $0.35, in the prior quarter and $6.2 million, or $0.27, a year earlier. The quarter includes a $10.5 million release of a tax valuation allowance and a $1.2 million loss on real property, and the company said results were strong even before those items. The company also said the U.S. Treasury confirmed it met the deep impact threshold for repurchasing its Preferred Stock, though completion of that repurchase depends on additional conditions.
Net income available to common stockholders was $18.0 million, or $0.76 per diluted share, for the quarter ended September 30, 2026, versus $8.2 million, or $0.35, for the quarter ended June 30, 2026, and $6.2 million, or $0.27, for the qua
The quarter includes a $10.5 million release of the valuation allowance on New York State and New York City deferred tax assets, and a $1.2 million loss on real property tied to the Flushing property moved to held for sale.
Net interest margin was 3.86%, compared with 3.66% in the prior quarter and 3.30% a year earlier.
The U.S. Treasury confirmed the company met the deep impact threshold for Preferred Stock repurchase; the company said there is no assurance if or when the repurchase will be completed.
XTEND AI Robotics said it expects preliminary, unaudited revenue of $24.5 million to $26.5 million for the nine months ended September 30, 2026, and that this range exceeds its full-year 2025 revenue. The company also named Matt McGraw CEO of XTEND U.S. and reported AI Robotics segment backlog of about $84 million; the figures are unaudited and may change when the quarter closes, with full third-quarter results due November 16, 2026.
Preliminary unaudited nine-month revenue: $24.5 million to $26.5 million, including $23 million to $24 million from AI Robotics and $1.5 million to $2.5 million from Construction (JFB, acquired September 3, 2026)
Company says the revenue range exceeds its full-year 2025 revenue; the filing does not state the 2025 figure
AI Robotics segment backlog of about $84 million as of September 30, 2026
Matt McGraw, a retired U.S. Navy SEAL Captain, named CEO of XTEND U.S.; full third-quarter results expected November 16, 2026
Hyperliquid Strategies Inc announced on October 23, 2026 that its board raised its stock repurchase program from $30 million to up to $100 million and extended the program's termination date from December 5, 2026 to October 31, 2027. About $72 million remains available under the increased authorization, compared with about $2 million left under the prior December 2025 authorization. The company says repurchases will be at management's discretion and that the number of shares bought is not guaranteed, so the larger authorization does not commit the company to any specific level of buybacks.
Board increased the repurchase program from $30 million to up to $100 million.
About $72 million is available under the increased authorization; the prior authorization had about $2 million remaining as of October 23, 2026.
Termination date extended from December 5, 2026 to October 31, 2027.
The program may be extended, suspended or discontinued at any time without prior notice.
Surgery Partners agreed on October 23, 2026 to be acquired by Spyglass Topco, LLC, an entity tied to HealthSpan Partners, in a deal the company values at about $5.7 billion enterprise value. Public shareholders other than Bain Capital affiliates would receive $23.50 in cash per share, and the company would become privately held and delist from Nasdaq if the deal closes. Completion depends on stockholder approval, regulatory clearance, and other customary conditions, with closing expected in the first quarter of 2027.
Per-share cash consideration of $23.50 for common stock, excluding Bain Capital rollover shares, appraisal shares and certain other holdings
Bain Capital affiliates, owning about 39% of outstanding shares, agreed to vote in favor and roll over their equity into the acquiring entity
Expected closing in the first quarter of 2027; either party may terminate if the merger is not completed by July 23, 2027, subject to extensions
Stockholder approval requires a majority of outstanding shares and a majority of votes cast by disinterested stockholders
Sierra Bancorp reported unaudited third-quarter 2026 net income of $15.3 million, or $1.18 per diluted share, up from $9.7 million, or $0.72, a year earlier. For the first nine months, net income was $37.7 million, or $2.90 per diluted share, versus $29.4 million, or $2.15, in 2025. Much of the quarter's gain came from a $2.5 million lumber-related loan that was paid off after being fully reserved, which lowered credit loss expense.
Q3 2026 net income $15.3 million, up $5.6 million, or 58%, from Q3 2025; diluted EPS $1.18 versus $0.72
Nine-month 2026 net income $37.7 million, up $8.3 million, or 28%; diluted EPS $2.90 versus $2.15
Q3 credit loss benefit tied to the $2.5 million payoff of a previously fully reserved lumber-related loan
Mortgage warehouse loan balances fell $158.0 million, or 30%, from December 31, 2025, as growth was paused
Bank of Marin Bancorp reported third-quarter 2026 net income of $9.9 million, or $0.62 per diluted share, up from $0.58 in the prior quarter and $0.47 a year earlier. The results were driven mainly by a higher net interest margin, and the board declared a $0.25 quarterly dividend. Classified loans rose to $35.0 million, and book value and tangible book value per share declined during the quarter.
Net income was $9.9 million for Q3 2026, compared with $9.2 million in Q2 2026 and $7.5 million in Q3 2025.
Tax-equivalent net interest margin rose to 3.48% from 3.38% in the prior quarter.
Classified loans increased by $15.2 million to $35.0 million, or 1.63% of total loans.
Board declared a $0.25 per share cash dividend on October 22, 2026, payable November 12, 2026 to holders of record on November 5, 2026.
Bank of Hawai‘i reported third-quarter 2026 diluted earnings per common share of $1.49 and net income of $64.3 million, both up from the linked quarter and from $1.20 a year earlier. Net interest margin rose to 2.82%, but non-performing assets increased to $43.4 million, and the board raised the share repurchase authorization by $200 million to $268.7 million.
Diluted EPS $1.49 versus $1.47 in the linked quarter and $1.20 in the third quarter of 2025
Net income $64.3 million, up 0.7% from the linked quarter; net interest margin 2.82%, up 4 basis points
Non-performing assets $43.4 million at September 30, 2026, up $31.9 million from June 30, 2026, mainly one commercial mortgage placed on non-accrual
Share repurchase authorization increased by $200 million to $268.7 million; quarterly dividend of $0.70 per share declared
Citizens Community Bancorp reported third-quarter 2026 net income of $5.4 million, or $0.56 per diluted share, up from $1.1 million, or $0.11, in the second quarter, and from $3.7 million, or $0.37, a year earlier. The board also raised the quarterly dividend 14% to $0.12 per share, but criticized and substandard loans rose during the quarter, which shareholders may want to track.
Q3 2026 net income was $5.4 million, or $0.56 per diluted share, versus $1.1 million, or $0.11, in Q2 2026 and $3.7 million, or $0.37, in Q3 2025.
Net interest margin rose to 3.37% from 3.22% in Q2 2026, and the provision for credit losses fell to $0.13 million from $4.33 million.
The board raised the quarterly dividend 14% to $0.12 per share, payable November 20, 2026, to holders of record on November 6, 2026.
Criticized loans rose to $61.2 million from $55.1 million at June 30, 2026, and substandard loans increased $12.4 million to $47.6 million.
Business First Bancshares reported net income available to common shareholders of $23.2 million, or $0.71 per diluted share, for the quarter ended September 30, 2026. That was up $0.4 million and $0.01 from the linked quarter but down from $21.5 million and $0.73 a year earlier. The board also declared a $0.15 per share common dividend payable November 30, 2026, to holders of record on November 15, 2026.
Net interest margin rose 13 basis points to 3.86% from 3.73% in the linked quarter.
Net income available to common shareholders was $23.2 million, or $0.71 per diluted share, versus $21.5 million, or $0.73, a year earlier.
Common dividend of $0.15 per share and preferred dividend of $18.75 per share are payable November 30, 2026.
Net charge-offs rose to 0.08% of average quarterly loans from 0.04% in the linked quarter, mainly from one previously fully reserved commercial relationship.
ASP Isotopes disclosed that Tetra4, a subsidiary of Renergen Limited, has completed commissioning and achieved stable liquid helium production at the Virginia Gas Project in South Africa. The filing reports no revenue or financial results, and the company said it is ramping toward nameplate capacity, which it expects to reach during the fourth quarter of 2026. For shareholders, this is an operational step toward initial deliveries, but the filing does not quantify its financial effect.
Tetra4 completed commissioning and achieved stable liquid helium production, announced October 26, 2026.
Liquid helium is accumulating in cryogenic storage ahead of initial deliveries under existing offtake agreements.
The company expects Renergen's nameplate capacity to be reached during the fourth quarter of 2026.
Phase 1 is expected to produce approximately 70 Mcf/day of liquid helium and approximately 2,500 GJ/day of LNG.
DeFi Development Corp. (DFDV) said its SOL and SOL equivalent holdings rose by 5,346 during October 19 to October 23, 2026, to 2,595,612 SOL. The company also said the annual dividend rate on its CHAD preferred stock will rise from 13.00% to 14.00% effective November 2, 2026, which would benefit CHAD holders, while the value of its SOL holdings remains exposed to SOL market prices.
SOL and SOL equivalents rose to 2,595,612 as of October 23, 2026, from 2,590,266 as of October 16, 2026.
Solana's Alpenglow consensus upgrade went live on mainnet on October 21, 2026, targeting finality of about 150 milliseconds versus roughly 12.8 seconds previously.
CHAD annual dividend rate increases from 13.00% to 14.00% effective November 2, 2026, equal to $1.40 per share on the $10.00 stated amount.
The company expects SOL held in treasury to be deployed through its staking, validator and onchain treasury infrastructure, subject to market conditions and risk management.
Oruka Therapeutics reported Week 16 results from its Phase 2b EVERLAST-B trial of ORKA-001 in moderate-to-severe plaque psoriasis. In the 600 mg group, 61% of patients reached PASI 100, the primary endpoint, versus 0% on placebo (p<0.0001), and the company plans to start Phase 3 trials in the first half of 2027 using that dose. The company also reported that cash, equivalents and marketable securities were $1.1 billion as of June 30, 2026.
61% of high-dose (600 mg) patients achieved PASI 100 at Week 16, versus 0% on placebo (p<0.0001); 86% achieved PASI 90 and IGA 0/1.
Treatment-emergent adverse events occurred in 39% of high-dose patients and 43% of placebo patients; no serious TEAEs occurred in the high-dose group.
Phase 3 trials are planned to start in the first half of 2027 with the 600 mg dose, subject to regulatory interactions.
52-week EVERLAST-A results are expected in December 2026; cash of $1.1 billion as of June 30, 2026 is expected to fund operations through an anticipated BLA filing.
Alliance Resource Partners reported third-quarter 2026 results with total revenues of $603.0 million, up 5.5% from a year earlier, and net income attributable to ARLP of $139.6 million, up 46.8%. Record oil & gas royalty revenue, helped by the AllDale III & IV acquisition completed July 1, 2026, was a key driver. The company also declared a $0.60 per unit quarterly distribution with a 1.76x coverage ratio and updated its full-year 2026 guidance.
Net income attributable to ARLP was $139.6 million, or $1.08 per unit, versus $95.1 million, or $0.73 per unit, in the 2025 quarter.
Oil & gas royalty revenues were $59.8 million, up from $32.1 million a year earlier, after the AllDale III & IV acquisition for approximately $206.2 million.
Quarterly distribution of $0.60 per unit, payable November 13, 2026, to unitholders of record on November 6, 2026.
Updated 2026 guidance includes total sales of 34.50 to 35.50 million short tons and a total coal sales price of $54.25 to $54.75 per ton.
Soluna Holdings said it repaid in full the $28.7 million in principal outstanding as of June 30, 2026, under its credit facility with Generate Capital, PBC, and the facility has been terminated. The company said the liens on the related project assets have been released, and that total debt principal falls from $37.9 million at June 30, 2026 to $9.2 million, reflecting remaining balances as of that date. The filing contains no income statement or guidance figures.
$19.1 million of Generate debt was repaid in August 2026, and the remainder was paid in October 2026.
The Generate facility was terminated and liens on related project assets were released.
The company states total debt principal falls from $37.9 million at June 30, 2026 to $9.2 million.
Verizon Communications Inc. reported its third-quarter 2026 financial results, highlighting net income of $5.3 billion and consolidated Adjusted EBITDA of $13.8 billion. Driven by strong postpaid phone net additions and operational performance, the company raised its full-year guidance for the third consecutive quarter.
Delivered 406,000 postpaid phone net additions in third-quarter 2026.
Reported net income of $5.3 billion and Adjusted EPS of $1.31 for the quarter.
Raised full-year 2026 guidance for Adjusted EPS to $5.04 to $5.06.
HBT Financial reported third quarter 2026 net income of $31.4 million, or $0.86 per diluted share, up from $27.8 million ($0.76) in the second quarter and $19.8 million ($0.63) a year earlier. The company said its pending acquisition of Tri-County Financial Group is expected to close in early 2027, subject to stockholder and regulatory approvals.
Net income of $31.4 million, or $0.86 diluted EPS, versus $27.8 million ($0.76) in Q2 2026 and $19.8 million ($0.63) in Q3 2025
Net interest margin of 4.35%, up 3 basis points from 4.32% in Q2 2026
Noninterest income of $14.2 million, up from $11.8 million in Q2 2026, aided by a $1.5 million positive mortgage servicing rights fair value adjustment
Tri-County (TYFG) stockholder vote scheduled for October 29, 2026; no share repurchases in Q3 2026 and $14.0 million remains under the $30.0 million buyback authorization
Lakeland Financial reported record third-quarter 2026 net income of $28.9 million, up from $26.4 million a year earlier, with diluted earnings per share of $1.14 versus $1.03. Total revenue rose 6% to $73.0 million and loans grew 8% year over year, while net charge-offs increased to $3.0 million, including a $2.8 million partial charge-off.
Q3 2026 net income of $28.9 million vs. $26.4 million in Q3 2025, up 9%
Diluted EPS of $1.14 vs. $1.03 a year earlier, up 11%; nine-month diluted EPS of $3.31, up 16%
Total revenue of $73.0 million, up 6%; net interest margin of 3.58% vs. 3.50%
Net charge-offs of $3.0 million in Q3 2026, including a $2.8 million partial charge-off; quarterly dividend of $0.52 per share payable November 5, 2026
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