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).
Dorian LPG's Board declared an irregular cash dividend of $1.25 per share, returning approximately $53.7 million to shareholders, payable on or about November 24, 2026 to holders of record on November 9, 2026. The company also scheduled a second quarter 2027 earnings conference call for November 5, 2026, at 10:00 a.m. ET, which will include the results discussion.
Irregular cash dividend of $1.25 per share, about $53.7 million in total
Record date: November 9, 2026; payment on or about November 24, 2026
The company calls it irregular, so future dividends are at the Board's discretion
Second quarter 2027 earnings call set for November 5, 2026 at 10:00 a.m. ET
Revolve Group disclosed in an 8-K that unauthorized access to certain of its systems may have exposed names, contact details, payment card numbers and expiration dates for customers who saved payment information on its e-commerce platform. The company says the activity was remediated, there was no operational disruption, and it does not believe the incident will have a material impact on its business.
Unauthorized actor may have obtained, through automated means, customer names, contact information, payment card numbers and card expiration dates for customers who saved payment information.
Incident caused no operational disruption or interruption of service to customers, per the filing.
Company notified federal law enforcement and engaged external cybersecurity experts; it believes the incident will not have a material impact on its business.
Filing is dated October 29, 2026 and was signed by CFO Jesse Timmermans.
Armlogi Holding Corp. received a letter from Nasdaq on October 29, 2026, confirming it has regained compliance with the $1.00 minimum closing bid price required for continued listing on the Nasdaq Capital Market. Nasdaq closed the matter after the stock closed at or above $1.00 for 10 consecutive business days, from October 15 to October 28, 2026.
Nasdaq letter dated October 29, 2026 confirmed compliance with the Minimum Bid Price Requirement under Nasdaq Listing Rule 5550(a)(2)
Closing bid price was at $1.00 or greater for 10 consecutive business days, October 15 to October 28, 2026
Nasdaq closed the matter, so the non-compliance issue is resolved
First Northern Community Bancorp reported third-quarter 2026 net income of $6.2 million, or $0.38 per diluted share, up from $6.0 million, or $0.36 per diluted share, a year earlier. Net income for the nine months rose 11.1% to $16.8 million, or $1.02 per diluted share, and net interest income grew 14.95% year over year, which points to stronger core earnings for shareholders.
Q3 2026 net income of $6.2 million, or $0.38 per diluted share, versus $6.0 million, or $0.36, in Q3 2025
Net interest income of $19.4 million, up 14.95% from Q3 2025; no provision for credit losses in Q3 2026
Total deposits of $1.76 billion, up $74.1 million (4.4%), and total net loans of $1.13 billion, up 7.4%, from September 30, 2025
Core banking system upgrade completed October 13, 2026; additional costs expected in the fourth quarter
News Corp filed daily buyback notices with the Australian Securities Exchange for October 29, 2026, covering Class A and Class B common stock under its 2025 Repurchase Program. The company bought back 58,482 Class A shares for $1,723,944.09 and 25,457 Class B shares for $820,614.03 that day. The filing says about $560,338,237 has been spent under the program's $1 billion authorization, so the update shows ongoing repurchase activity rather than a change in the program.
October 29, 2026: 58,482 Class A shares bought back for $1,723,944.09
October 29, 2026: 25,457 Class B shares bought back for $820,614.03
Filing states about $560,338,237 spent to date under the program's up to $1 billion authorization
Esquire Financial Holdings, Inc. declared its regular quarterly dividend of $0.20 per share of common stock. The payment is due December 1, 2026, to stockholders of record on November 13, 2026, so shareholders on that record date will receive the payout.
Quarterly dividend of $0.20 per share of common stock
Payable December 1, 2026
Record date is November 13, 2026
Announced October 29, 2026 in Exhibit 99.1 press release
Olenox Industries agreed on October 27, 2026 to terminate a May 29, 2025 stock purchase agreement that would have let it sell up to $100 million of common stock to an investor. The company sold no shares and received none of the commitment amount. Instead, it agreed to issue the investor 298,604 shares, which carry a price protection feature that could require additional shares if the stock trades below $0.80.
The Mutual Termination and Release Agreement, dated October 26, 2026 per the exhibit index and signed October 27, 2026 per the filing text, ended the ELOC Purchase Agreement and Registration Rights Agreement.
No shares were sold under the terminated agreement, and the company did not receive any of the $100 million commitment amount.
The company will issue 298,604 Termination Shares to the investor within 14 business days after the agreement's effective date.
On April 27, 2027, the company may need to issue additional shares if the 10-day VWAP before that date is below $0.80, so the Termination Shares are worth at least $258,440.
Edison International furnished an October 29, 2026 business update presentation as Exhibit 99.1 for use with investors and analysts, and posted it on edisoninvestor.com. The presentation reiterates a $38 billion to $41 billion electric infrastructure investment opportunity for 2026 through 2030, says the company is currently unable to estimate potential Eaton Fire losses, and states that California wildfire reform remains necessary after the regular legislative session ended without it.
Presentation dated October 29, 2026 was furnished under Item 7.01 and is to be used in meetings with institutional investors and analysts and at investor conferences.
Edison International cites a $38 billion to $41 billion electric infrastructure investment opportunity from 2026 through 2030.
The company states it is currently unable to estimate potential Eaton Fire losses, and says SCE has clear sources for funding claims resolution.
Key upcoming dates include a November 2 CPUC report on the statewide impact of lacking structural wildfire reform and a November 15 constitutional deadline to pass a bill.
Alliant Energy reported third-quarter 2026 GAAP earnings per share of $1.52, up from $1.09 in the third quarter of 2025. The company also narrowed its full-year 2026 ongoing earnings guidance, initiated 2027 guidance, and increased its four-year capital expenditure forecast to $15.9 billion.
Q3 2026 GAAP EPS was $1.52 compared to $1.09 in Q3 2025.
2026 ongoing EPS guidance narrowed to $3.41 - $3.46 per share.
2027 EPS guidance set at $3.63 - $3.73 per share with a dividend target of $2.25 per share.
Capital expenditures for 2027 through 2030 increased to $15.9 billion.
Provident Financial Services, Inc. declared a quarterly cash dividend of $0.24 per common share, payable November 27, 2026 to stockholders of record at the close of business on November 13, 2026. The filing is a routine dividend announcement that furnishes the press release as Exhibit 99.1 and contains no financial results.
Quarterly cash dividend of $0.24 per common share declared October 29, 2026
Payable November 27, 2026 to stockholders of record as of November 13, 2026
Dividend announcement furnished under Item 7.01; no earnings or financial results disclosed
Main Street Capital Corporation closed a $500.0 million offering of 6.55% unsecured notes due January 15, 2030, on October 29, 2026, with net proceeds of approximately $493.0 million. The company plans to use the proceeds initially to repay outstanding indebtedness, including amounts under its credit facilities.
Principal amount of $500.0 million; net proceeds approximately $493.0 million after underwriting discounts and estimated expenses
Notes bear 6.55% annual interest, payable semiannually on January 15 and July 15, starting July 15, 2027
Notes mature January 15, 2030; company may redeem before December 15, 2029 at a make-whole price, and at 100% of principal afterward
Underwriter is RBC Capital Markets, LLC; trustee is The Bank of New York Mellon Trust Company, N.A.
Estrella Immunopharma appointed Cynthia Pussinen as Chief Executive Officer and Chairperson of the Board effective October 25, 2026, replacing Cheng Liu, Ph.D., who became Chief Scientific Officer while remaining President and a director. The filing also sets Pussinen's pay package, including a 1,000,000-share option grant and base salary increases tied to future financing, and says the Board adopted a plan to propose a change to its director class structure for stockholder vote in 2027.
Cynthia Pussinen, age 57, appointed CEO, Class I director and Board Chairperson effective October 25, 2026
Pussinen's base salary is $250,000, rising to $400,000, $450,000 and $525,000 as cumulative qualifying funding after October 25, 2026 exceeds $35.0 million, $55.0 million and $75.0 million
Option to purchase 1,000,000 shares granted on the second business day after the filing, with 25% vesting on October 25, 2027
Proposed amendment to Article V, Section A to be submitted to stockholders at the 2027 annual meeting
Dermata Therapeutics said it enrolled the first participant in a clinical trial of Tome Clearing Treatment, its once-weekly acne treatment, in people with acne. The company expects to launch this second commercial product in the first half of 2027, and the filing ties the plan to a broader shift toward commercializing skincare products. The filing gives no financial figures, so the update is a development milestone rather than a change to reported results.
First participant enrolled in a clinical trial of Tome Clearing Treatment in people with acne, announced October 29
Tome Clearing Treatment is described as the company's once-weekly acne treatment and its second commercial product
Company expects to launch the product in the first half of 2027
ADTRAN Holdings expanded its Board from seven to eight directors and elected Dr. Christian Terlinde as an independent director effective October 27, 2026. The filing describes him as Group Chief Financial Officer of Flender International GmbH and a former CFO of publicly listed JOST Werke SE, which gives the Board added finance and international experience.
Board size increased from seven to eight directors by unanimous vote on October 27, 2026
Dr. Christian H. Terlinde is currently Group Chief Financial Officer of Flender International GmbH
Board determined he qualifies as an independent director under Nasdaq listing standards
Director compensation follows standard non-employee director arrangements described in the March 27, 2026 proxy statement
Dine Brands' board adopted a limited duration stockholder rights agreement on October 28, 2026, in response to media reports of significant open market accumulation in its stock and derivatives. The plan issues one right per common share to holders of record on November 9, 2026, and the rights generally become exercisable only if a person or group acquires 10% or more (20% for passive investors) without board approval.
Rights dividend: one right per common share, record date November 9, 2026
Exercise price of $210.00 per right, subject to adjustment; rights expire October 27, 2027 unless redeemed or exchanged earlier
Triggers at 10% beneficial ownership for non-passive investors and 20% for passive investors; the company may redeem rights at $0.001 each
Filing states stockholders are not required to take any action at this time
Koss Corporation reported first-quarter fiscal 2027 results for the quarter ended September 30, 2026. Net sales fell 24.0% year over year and the company posted a net loss of $234,168, compared with net income of $243,729 a year earlier, so shareholders face a weaker quarter on both revenue and profit.
Net sales were $3,094,078, down $976,700 or 24.0% from $4,070,778 a year earlier, with management citing a significant Education customer custom order from the prior year that did not recur.
Net loss was $234,168 versus net income of $243,729 in the prior-year quarter; basic and diluted loss per share was $0.02 compared with earnings of $0.03.
Gross margin declined 50 basis points to 39.5% from 40.0%, as fixed manufacturing overhead absorption on lower sales offset benefits from direct-to-consumer sales and a $76,000 tariff refund.
Direct-to-consumer sales represented approximately 37% of total turnover, per management.
Rocket Companies reported third-quarter 2026 results on October 29, 2026, with GAAP net income of $709 million, compared with a net loss of $124 million in the same quarter of 2025. Adjusted revenue rose to $2.57 billion from $1.87 billion, and the company gave a fourth-quarter 2026 adjusted revenue outlook of $2.1 billion to $2.3 billion, which is below the third-quarter adjusted figure.
GAAP diluted EPS was $0.25 in Q3 2026 versus a loss of $0.06 in Q3 2025; adjusted diluted EPS was $0.15 versus $0.07.
Adjusted EBITDA was $748 million, up from $349 million a year earlier.
GAAP results include a $710 million favorable change in the fair value of mortgage servicing rights (net of hedges), which the company excludes from adjusted revenue.
For Q4 2026, the company expects adjusted revenue between $2.1 billion and $2.3 billion; total liquidity was $11.4 billion as of September 30, 2026.
ProKidney entered into an Open Market Sale Agreement with Jefferies LLC on October 29, 2026, allowing it to sell up to $200 million of Class A common stock from time to time through the agent. Sales depend on the effectiveness of a Form S-3 shelf registration filed the same day, and the company has no obligation to sell any shares, so future share issuance could dilute existing shareholders if sales occur.
Agreement with Jefferies LLC dated October 29, 2026, covers up to $200,000,000 in Class A common stock
Jefferies compensation is up to 3.0% of gross offering proceeds, plus reimbursement of specified expenses
Sales require the Form S-3 shelf registration filed October 29, 2026 to become effective; the company has no obligation to sell shares
Boise Cascade declared a quarterly dividend of $0.23 per share, payable December 16, 2026 to holders of record on December 1, 2026. The company also expanded its board from 10 to 11 directors and appointed Brian Carlson, former president of Huber Engineered Woods, effective October 26, 2026. The dividend sets the cash payout for shareholders, and the appointment adds a director with building products experience.
Quarterly dividend of $0.23 per share declared October 29, 2026
Dividend payable December 16, 2026 to stockholders of record on December 1, 2026
Brian Carlson elected to the board effective October 26, 2026, expanding it to 11 directors
Carlson spent 30 years at Huber Engineered Woods and served as its president from 2007 until his retirement in 2025
Business First Bancshares, Inc. said its Board of Directors approved a stock repurchase program of up to $30 million of common stock, running from Oct. 29, 2026 to Oct. 28, 2028. The company is not obligated to buy any shares, and the Board may modify, suspend or end the program at any time, so the effect on shareholders depends on how much is actually repurchased.
Authorizes repurchases with an aggregate purchase price of up to $30 million
Program period runs 24 months, from Oct. 29, 2026 to Oct. 28, 2028
Repurchases may be made in the open market under SEC Rule 10b-18 or through privately negotiated transactions
No obligation to repurchase; the Board may modify, suspend or terminate the program at any time
Kimberly-Clark completed a $4.9 billion private offering of five tranches of senior unsecured notes due 2028 through 2036. The company says it will use the proceeds, with cash on hand and commercial paper borrowings, to pay the cash consideration for its proposed acquisition of Kenvue and related fees. If the Kenvue acquisition is not completed by the outside date, or the company says it will not pursue it, the notes must be redeemed at 101% of principal plus accrued interest.
Five tranches total $4.9 billion: $750 million due 2028 at 5.100%, $1.0 billion due 2029 at 5.300%, $1.25 billion due 2031 at 5.450%, $750 million due 2034 at 5.650%, and $1.15 billion due 2036 at 5.800%.
The remaining $3.9 billion of JPMorgan Chase bridge loan commitments, of the original $7.7 billion, was terminated on October 29, 2026, after the note sale closed.
Special mandatory redemption at 101% applies if the Kenvue acquisition is not completed within five business days after the later of May 31, 2027 or any later agreed outside date.
Shutterstock founder Jon Oringer returned as Chief Executive Officer and Chairman, effective October 28, 2026, replacing interim CEO Rik Powell, who remains Chief Financial Officer. Hichame Assi, CEO of the Company's Envato unit, was named President and Chief Operating Officer, and the company said it will not hold its scheduled third quarter 2026 earnings call on November 5, 2026, citing an ongoing review of its strategic direction.
Oringer's base salary rose from $1.00 to $1,000,000; he is not eligible for an annual cash bonus for the rest of fiscal 2026 or fiscal 2027
Assi's fixed pay is AUD 775,000 a year, with a target bonus of up to 60% from fiscal 2027, and RSU awards with a target value of $1.5 million
The company will not hold its previously scheduled third quarter 2026 earnings conference call on November 5, 2026
AptarGroup reported third-quarter 2026 sales up 6% to $1.02 billion, but reported diluted EPS fell to $0.51 from $1.92 after a $61.2 million pre-tax loss tied to deconsolidating its Russian subsidiary. Adjusted EPS was $1.52, down from $1.62 a year earlier, and the company guided fourth-quarter adjusted EPS to $1.39 to $1.47 while raising its quarterly dividend to $0.50 from $0.48.
Reported sales rose 6% to $1.02 billion; core sales rose 5% in the quarter.
Reported diluted EPS was $0.51 versus $1.92 a year earlier; the Russia deconsolidation cost $0.94 per diluted share after tax.
Adjusted EPS was $1.52 versus $1.62 in the prior year period; Q4 2026 adjusted EPS guidance is $1.39 to $1.47.
Board approved a quarterly dividend increase from $0.48 to $0.50, payable December 3, 2026; Q3 buybacks totaled about 234 thousand shares for $30 million.
Teva's board elected Dr. David J. Brailer as a director, effective November 3, 2026, serving until the 2027 annual meeting. The board determined he is independent under NYSE rules and expects him to join the Human Resources and Compensation and Compliance Committees. The filing says he will receive the same non-executive director compensation described in the March 31, 2026 proxy statement.
Board elected Dr. David J. Brailer on October 27, 2026, effective November 3, 2026
Term runs until Teva's 2027 annual meeting of shareholders
Board determined he is independent under NYSE listing rules; expected to serve on Human Resources and Compensation and Compliance Committees
Formerly Chief Health Officer of The Cigna Group (2022 to 2026) and former director of Walgreens Boots Alliance (2012 to 2021)
Meta Platforms closed an offering of 250,000,000 Series A depositary shares on October 29, 2026, each representing a 1/20th interest in a 6.50% Series A Mandatory Convertible Preferred Stock. The company also entered forward sale agreements covering 40,000,000 Class A common shares, under which it will receive no initial proceeds and will issue shares later at an adjustable forward price. The preferred terms bar common dividends and buybacks while preferred shares remain outstanding, subject to exceptions, which may limit capital returns to common shareholders.
250,000,000 Series A depositary shares offered; underwriters have an option for up to 37,500,000 more, exercisable within 30 days
Offering closed October 29, 2026; certificates of designations filed with Delaware October 28, 2026
Forward sale agreements cover 40,000,000 Class A common shares, with initial forward sale price of $622.91875 per share and settlement by November 19, 2027
While preferred shares are outstanding, no common dividends or distributions may be paid, subject to certain exceptions
On October 23, 2026, Verisk issued a statement after the Delaware Supreme Court affirmed the Delaware Chancery Court judgment relating to its AccuLynx (ExactLogix) acquisition. Verisk said it will proceed in accordance with the order, but the filing states the transaction remains subject to customary closing conditions and FTC review and that there is no guarantee it will be completed.
October 23, 2026: Verisk issued a press release responding to the Delaware Supreme Court order on the ExactLogix (AccuLynx) merger.
The Delaware Supreme Court order affirmed the judgment of the Delaware Chancery Court.
Verisk says the transaction remains subject to customary closing conditions and FTC review, and that there is no guarantee it will be completed.
KLX Energy Services Holdings appointed Franklin S. Edmonds, Jr. and E. Dirk Hallen to its Board as independent directors effective October 29, 2026, replacing John Collins and Tom McCaffrey, who resigned the same day. The filing states the resignations were not due to any disagreement with the Company on its operations, policies or practices, and the filing does not report any change to the CEO or CFO.
Franklin S. Edmonds, Jr. (Class II, term to 2029 Annual Meeting) and E. Dirk Hallen (Class III, term to 2027 Annual Meeting) joined the Board effective October 29, 2026.
John Collins and Tom McCaffrey resigned from the Board with immediate effect on October 29, 2026.
Edmonds and Hallen joined the Nominating and Corporate Governance Committee; Edmonds joined the Audit Committee and Hallen joined the Compensation Committee.
Both new directors will receive the standard non-employee director compensation.
Data I/O and its subsidiaries V-Tek and A&J Programming, which Data I/O acquired on October 20, 2026, signed a Loan and Security Agreement with Western Alliance Bank on October 26, 2026. The revolving facility allows borrowing of up to the lesser of $7.5 million and a borrowing base tied to eligible accounts and inventory, and it is secured by most of the Borrowers' assets. The agreement adds debt and covenant obligations that shareholders should note, including a $3.0 million minimum cash requirement.
Revolving facility of up to the lesser of $7.5 million and a borrowing base, usable only for working capital and general business needs; advances due October 26, 2028 unless repaid earlier
Interest at 1.00% above the Prime Rate, defined as the greater of 5.75% and the Wall Street Journal prime rate, paid monthly; non-refundable facility fee of $18,750 at closing and each anniversary
Borrowers are jointly and severally liable and secured by accounts, inventory, equipment, intellectual property and pledged subsidiary equity; minimum $3.0 million unrestricted cash and fixed charge coverage ratio of at least 1.25 to 1.00 r
NewMarket's Board of Directors approved raising the quarterly dividend by $0.25, or approximately 8%, to $3.25 per share from $3.00, equal to an annual dividend of $13.00 per share versus $12.00. The dividend is payable January 1, 2027, to shareholders of record at the close of business on December 15, 2026, and the company notes that future dividends remain subject to quarterly Board determination.
Quarterly dividend increased by $0.25, or approximately 8%, to $3.25 per share from $3.00
Annualized dividend equals $13.00 per share, up from $12.00 per share
Payable January 1, 2027, to shareholders of record at close of business December 15, 2026
Future dividends are subject to quarterly determination and declaration by the Board of Directors
Minerals Technologies reported third-quarter 2026 net sales of $555 million, up 4% from a year earlier, and earnings per share of $1.37, unchanged from the prior year. Excluding special items, EPS was $1.53 versus $1.55, and the company said it remains on track for mid-single-digit revenue growth for the full year. The company also raised its quarterly dividend 8% to $0.13 per share.
Third-quarter net sales were $555 million, up 4% year over year; reported operating income was $65 million versus $71 million a year earlier.
Consumer & Specialties segment operating income fell 34% to $25 million, driven by higher energy, transportation and raw material costs not fully recovered within the quarter.
On October 13, 2026, the company completed a $400 million private offering of 7.5% senior notes due 2032 and raised its revolving credit facility to $500 million.
The quarterly dividend rises to $0.13 per share, payable December 3, 2026, to holders of record on November 5, 2026.
MPLX LP's general partner expanded its board to twelve members and elected Micheal G. Dunn and Bruce L. Niemeyer as directors, effective November 1, 2026. Both were also appointed to the Audit Committee and Conflicts Committee, and they will receive non-management director compensation on the same terms as the board's other non-management directors.
Board of the general partner, MPLX GP LLC, increased to twelve members by resolution on October 27, 2026
Dunn retired in 2025 as executive vice president and chief operating officer of The Williams Companies
Niemeyer previously served as President, Americas Exploration and Production at Chevron
Both directors take seats on the Audit Committee and Conflicts Committee effective November 1, 2026
Propanc Biopharma received a Nasdaq notice on October 23, 2026, saying its common stock no longer meets the $1.00 minimum bid price. Because the company had a reverse stock split in the prior year, it is not eligible for a standard compliance period, and Nasdaq says the stock will be delisted on November 2, 2026 unless the company appeals by October 30, 2026. The company intends to appeal, which would stay the delisting, and says it has since cured the deficiency; a delisting would hurt the stock's liquidity and its ability to raise capital.
Nasdaq notice dated October 23, 2026 cites non-compliance with the $1.00 minimum bid price under Listing Rule 5550(a)(2)
Stock was below $1.00 based on closing bid prices for the 30 consecutive business days before October 21, 2026
Scheduled delisting from The Nasdaq Capital Market on November 2, 2026, unless an appeal to a hearings panel is requested by October 30, 2026
Company intends to request the appeal, which would keep the stock listed until the Panel decides
BranchOut Food Inc. (Nasdaq: BOF) said the underwriters fully exercised their over-allotment option on its public offering, closing the sale of 441,176 additional shares at $1.70 each on October 29, 2026. The extra sale brings the offering to 3,382,353 shares and about $5,750,000 in gross proceeds before underwriting discounts, commissions and offering expenses, so existing shareholders' stake is diluted by the added shares.
Over-allotment option exercised for 441,176 shares at $1.70 per share, closed October 29, 2026.
Additional gross proceeds of about $750,000 before underwriting discounts, commissions and offering expenses.
Total offering increased to 3,382,353 shares and about $5,750,000 in gross proceeds.
Lake Street Capital Markets, LLC acted as representative of the underwriters.
Iovance updated results from Cohorts 1 and 2 of its Phase 2 IOV-LUN-202 trial in previously treated non-squamous metastatic non-small-cell lung cancer, reporting a 24.6% objective response rate in 69 patients, consistent with the 25.6% previously reported. The company also introduced a retrospectively identified biomarker subgroup with a 59.1% response rate, a precision strategy that could change how the lung cancer program is developed and how the company plans its next trial.
Broader population: 24.6% objective response rate (17 of 69 patients), consistent with the 25.6% rate in 39 patients previously reported.
Retrospective biomarker subgroup (KRAS wild-type, HER2 wild-type, current or former smoker): 59.1% response rate (13 of 22 patients), including both complete responses.
POSITILITY study to begin enrollment in November 2026; supplemental Biologics License Application for non-squamous mNSCLC planned for 2027, subject to FDA discussions.
Southern Missouri Bancorp's Chief Financial Officer, Stefan Chkautovich, resigned effective November 7, 2026, to pursue another professional opportunity. The company's President and Chief Administrative Officer, Matthew T. Funke, a former CFO from 2006 to 2022, will become principal financial officer, and the filing says no new compensation arrangements were made for that role.
Chkautovich, CFO since August 31, 2023, informed the company and Southern Bank of his resignation on October 26, 2026, effective November 7, 2026.
Matthew T. Funke, President and Chief Administrative Officer, was appointed principal financial officer upon the resignation taking effect.
Funke and the company did not enter into, and do not anticipate, any compensatory arrangements for the appointment.
At the October 26, 2026 annual meeting, shareholders re-elected or elected directors Rebecca M. Brooks, David L. McClain and Mary Jane Judy to terms ending in 2029, approved the say-on-pay vote, and ratified FORVIS MAZARS, LLP as auditor fo
Marathon Petroleum Corp. (MPC) said its board increased to eleven members and elected David E. Constable, former Chairman and CEO of Fluor Corporation, as a director effective March 1, 2027. He will serve on the Compensation and Organization Development Committee and the Sustainability and Public Policy Committee, and receive the same non-employee director pay described in the company's March 16, 2026 proxy statement.
Board election announced by the Board on October 28, 2026; effective March 1, 2027
Board size increases from ten to eleven members
Constable previously led Fluor Corporation as Chairman and CEO and Sasol Ltd. as CEO from 2011 to 2016
Constable joins the Compensation and Organization Development and Sustainability and Public Policy committees
ADT Inc. agreed on October 29, 2026 to merge with Abode Parent, LLC, and its subsidiary Abode Merger Sub, Inc., in a deal where each common and Class B share would be converted into $10.00 in cash. The merger requires stockholder approval and other customary conditions, and the company's board unanimously approved the agreement. Shareholders would receive cash for their shares if the deal closes, and the agreement includes a 'go-shop' period that allows ADT to seek rival offers until November 29, 2026.
Merger consideration is $10.00 per share in cash for Common Stock and Class B Common Stock, without interest.
Go-shop period runs until November 29, 2026, with an extension to December 8, 2026 for certain excluded parties.
ADT would pay a termination fee of $227 million, or $114 million if it switches to a superior proposal during the go-shop period or extension; Parent would pay ADT a $473 million termination fee in certain cases.
Either party may terminate if the merger is not completed by July 29, 2027; Apollo Funds provided equity, preferred equity and debt financing commitments.
Cavco Industries reported fiscal second-quarter 2027 results for the period ended September 26, 2026, with net revenue up 17.9% to $656.4 million and diluted earnings per share of $7.17, up from $6.55. Those earnings include a one-time $7 million insurance premium return worth $0.70 per diluted share, and factory-built housing gross margin fell to 21.1% from 22.9%.
Net revenue was $656.4 million, up $100 million or 17.9% from $556.5 million a year earlier, driven by home sales volume and higher average selling price per home.
Diluted EPS was $7.17 versus $6.55; a one-time $7 million benefit from a return of insurance premium added $0.70 per diluted share.
Factory-built housing gross profit as a percentage of net revenue was 21.1%, down from 22.9% a year earlier.
Backlog reached $348 million at quarter end, up $50 million from $298 million sequentially; stock repurchases were about $30 million, with $158 million remaining under Board authorizations.
FMC reported third-quarter 2026 revenue of $106 million, down from $542 million a year earlier, and a GAAP net loss of $2.07 billion, or $15.54 per diluted share. The company attributed about $639 million of the revenue hit and about $672 million of the Adjusted EBITDA hit to commercial actions announced October 15, 2026, and lowered its fourth-quarter and full-year outlook, which matters to shareholders because it reduces expected earnings and free cash flow.
Q3 2026 revenue was $106 million versus $542 million in Q3 2025; commercial actions reduced revenue by about $639 million.
Q3 Adjusted EBITDA was negative $559 million versus $236 million a year earlier; GAAP net loss was $2.07 billion.
Q4 2026 Adjusted EBITDA is now forecast at $210 million to $230 million, a 22 percent decline at the midpoint; Q4 Adjusted EPS at $0.56 to $0.70.
Full-year 2026 free cash flow is now expected to be negative $350 million to negative $150 million.
Forum Energy Technologies reported third quarter 2026 revenue of $237 million and adjusted EBITDA of $36 million, and raised its full-year 2026 guidance. GAAP diluted EPS was $0.93, down from $1.05 in the prior quarter, while adjusted diluted EPS was $1.51, up from $1.16.
Q3 2026 revenue of $237 million, up 5% sequentially; orders of $244 million and book-to-bill ratio of 103%
Net income of $11 million and diluted EPS of $0.93, versus a net loss of $21 million in Q3 2025; adjusted diluted EPS of $1.51
Full-year 2026 guidance raised to revenue of $900 million to $920 million and adjusted EBITDA of $123 million to $129 million
Q4 2026 guidance: revenue of $230 million to $250 million and adjusted EBITDA of $33 million to $39 million
Civeo reported third quarter 2026 revenue of $193.1 million, up 13% from a year earlier, and net income of $5.2 million, or $0.50 per diluted share, compared with a net loss of $0.5 million in the same quarter of 2025. The company raised its full year 2026 revenue guidance to $710 million to $720 million and its Adjusted EBITDA guidance to $89 million to $92 million, citing higher Canadian oil sands occupancy.
Q3 2026 revenue $193.1 million, up 13% year over year; Canadian revenue up 38%
Q3 2026 net income $5.2 million ($0.50 per diluted share) versus a net loss of $0.5 million a year earlier
Full year 2026 revenue guidance raised to $710 million to $720 million from $675 million to $700 million; Adjusted EBITDA guidance raised to $89 million to $92 million from $85 million to $90 million
OFA Group reduced the floor price on its Series A Convertible Preferred Shares from $2.00 to $0.20 per Class A Ordinary Share, which increases the number of shares issuable on conversion. The company also sold additional preferred shares to TriCore, Greentree and L&H under its Purchase Agreement, and the floor price change takes effect only after Nasdaq notification, a 15-day waiting period, share reservation and Cayman Islands approvals. Shareholders face a larger potential share count from these conversions, and TriCore is an affiliate controlled by CEO Li Hsien "Larry" Wong.
Floor price reduced from $2.00 to $0.20 per Class A Ordinary Share, with a further automatic reduction scheduled for December 29, 2026
L&H agreed to buy 300 Series A Preferred Shares for $270,000, with the shares to be issued after the Effective Time, which must occur by November 30, 2026
Sales under the Purchase Agreement: 262 shares to TriCore for $235,800 on July 30, 2026, and 111 shares to Greentree for $99,900 on August 3, 2026
Preferred shares convert at the lesser of the fixed conversion price and 90% of the lowest ten-day VWAP, subject to the Floor Price
W&T Offshore reported third quarter 2026 results, with revenue of $167.1 million, up 31% from a year earlier, and a net loss of $13.6 million, or $(0.09) per diluted share, compared with a net loss of $71.5 million a year earlier. Adjusted EBITDA rose 30% year over year to $51.1 million, but it fell 10% from the second quarter, and the company swung from second-quarter net income of $12.6 million to a loss. The company also declared a $0.01 per share dividend for the fourth quarter and converted its credit facility to a reserve-based structure with a potential commitment increase from $50 million to $100 million.
Third quarter revenue $167.1 million, up 31% year over year and 3% from the second quarter; net loss $13.6 million versus $71.5 million a year earlier
Adjusted EBITDA $51.1 million, up 30% year over year but down 10% from $56.6 million in the second quarter
Production averaged 38.2 thousand barrels of oil equivalent per day, up 7% year over year; fourth quarter dividend of $0.01 per share payable November 19, 2026
On October 1, 2026, the credit facility was converted to a reserve-based lending structure with a $50.0 million borrowing base and up to $100.0 million in maximum commitments; annual restricted payments capacity rose to $15.0 million
Covenant Logistics Group reported third-quarter 2026 results with total revenue of $353.9 million, up 19.2% from a year earlier, and diluted earnings per share of $0.40 versus $0.35. Adjusted diluted EPS, a non-GAAP measure, was $0.50 versus $0.44, and the company said it expects a modest sequential increase in earnings per share in the fourth quarter of 2026.
Total revenue was $353.9 million versus $296.9 million in the third quarter of 2025; operating income was $12.5 million versus $7.9 million.
Net income was $10.7 million, or $0.40 per diluted share, compared with $9.1 million, or $0.35, a year earlier.
Net indebtedness fell $12.4 million to about $283.9 million from December 31, 2025.
Management expects a modest sequential increase in earnings per share in the fourth quarter of 2026.
MasTec reported record third quarter 2026 revenue of $5.2 billion and Adjusted EBITDA of $486.4 million, driven by strong growth in its Power Delivery segment. The company updated its full-year 2026 financial guidance, reflecting project timing shifts and customer spending deferrals in its Communications segment. Total 18-month backlog reached a record $24.5 billion, supported by recent acquisitions and utility infrastructure demand.
Third quarter 2026 revenue reached a record $5.2 billion, up 30% year-over-year.
GAAP net income for the third quarter was $167.7 million, with diluted EPS of $1.89 and adjusted diluted EPS of $2.96.
Full year 2026 diluted EPS guidance was updated to a range of $5.69 to $6.01, and adjusted diluted EPS guidance to a range of $8.92 to $9.30.
Record 18-month backlog stood at $24.5 billion as of September 30, 2026, an increase of $7.8 billion year-over-year.
Atomera reported third-quarter 2026 results with no revenue, down from $11 thousand a year earlier and $158 thousand in the prior quarter. The net loss widened to $6.0 million from $5.6 million, though the loss per share improved to $0.15 from $0.17 on a higher share count. Cash, cash equivalents and short-term investments rose to $34.8 million as of September 30, 2026, from $19.2 million at December 31, 2025.
Q3 2026 revenue was $0 versus $11 thousand in Q3 2025 and $158 thousand in Q2 2026.
Net loss was $6.0 million, or $0.15 per share, versus $5.6 million, or $0.17 per share, in Q3 2025.
Adjusted EBITDA loss was $4.6 million versus $4.4 million a year earlier.
Cash and short-term investments totaled $34.8 million at September 30, 2026; shares outstanding were 39.1 million.
Summit Hotel Properties appointed Michael Nieves as Executive Vice President and Chief Financial Officer and promoted Adam Wudel to Executive Vice President and Chief Operating Officer, both effective November 1, 2026. Nieves most recently served as Senior Vice President of Finance and Treasurer at PENN Entertainment, and Wudel has been the Company's Executive Vice President of Corporate Development since 2024, so both changes put the Company's finance and operations leadership in new roles at the same time.
Michael Nieves becomes CFO effective November 1, 2026, with a $450,000 base salary and a time-based restricted stock award valued at $750,000.
Adam Wudel becomes COO effective November 1, 2026, with a $450,000 base salary; he has been with the Company since its 2011 IPO.
Both employment agreements run from November 1, 2026 to November 1, 2027, renewing automatically for one-year terms unless either party gives at least 30 days' notice.
NPK International reported third quarter 2026 revenue of $76.3 million, up 11%, and Adjusted EBITDA of $20.0 million, up 30%, while GAAP diluted EPS from continuing operations was flat at $0.07. The company lowered its full-year 2026 guidance, citing exceptionally dry weather in Texas that hurt matting demand, so the revenue growth came with a weaker outlook for shareholders.
Q3 2026 revenue was $76.3 million, up 11% from $68.8 million, while income from continuing operations was $6.3 million, or $0.07 per diluted share, the same as the prior year.
Full-year 2026 guidance: revenues of $300 million to $305 million and Adjusted EBITDA of $90 million to $93 million, with the company citing a lower full-year outlook.
Adjusted EBITDA margin was 26.2%, up 390 basis points, while operating margin fell to 12.0% from 13.2%.
The company repurchased $13.4 million of common stock in the third quarter and had $76 million remaining under its authorization.
Seer's Special Committee of the Board rejected two unsolicited, non-binding acquisition proposals, one from Radoff-JEC Group at $2.55 per share in cash plus a contingent value right and one from CEO Omid Farokhzad at $2.45 per share in cash plus two contingent value rights. The committee said both proposals fail to reflect Seer's intrinsic value, so shareholders will not receive these offers and the company stays independent.
Radoff-JEC Group proposal dated July 28, 2026: $2.55 per share in cash plus a contingent value right, rejected
Farokhzad proposal dated July 29, 2026: $2.45 per share in cash plus two contingent value rights, rejected
Special Committee rejected both proposals unanimously after a review of about three months
Jack Henry & Associates announced that its deconversion revenue for the fiscal first quarter ended September 30, 2026, was $17.9 million. Based on these results, the company estimates fiscal year 2027 deconversion revenue at $30.0 million. This revenue is largely driven by client acquisitions resulting in contract terminations and is excluded from non-GAAP revenue.
Fiscal first quarter ended September 30, 2026, deconversion revenue was $17.9 million.
Deconversion revenue estimate for fiscal year 2027 is $30.0 million.
Deconversion revenue is excluded from non-GAAP revenue reported in earnings releases.
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