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).
Richmond Mutual Bancorporation reported third quarter 2026 net income of $1.7 million, or $0.11 per diluted share, down from $2.2 million, or $0.22, in the second quarter and $3.6 million, or $0.36, in the third quarter of 2025. The decline was driven mainly by a $6.1 million provision for credit losses and $3.0 million of nonrecurring merger-related expenses, while net interest income rose to $22.8 million after the July 1, 2026 Farmers Bancorp merger.
Net income $1.7 million, or $0.11 diluted EPS, versus $0.22 in Q2 2026 and $0.36 in Q3 2025
Provision for credit losses $6.1 million, compared with $823,000 in Q2 2026
Net interest income rose 89.2% to $22.8 million from $12.1 million in Q2 2026
Merger with Farmers Bancorp completed July 1, 2026; total assets $2.60 billion at September 30, 2026
Vistagen Therapeutics implemented a Board-approved workforce reduction of about 31% on October 26, 2026, keeping staff needed for the U.S. Phase 3 development of fasedienol for social anxiety disorder. The company expects severance and termination costs of about $1.0 million and annual salary and benefit savings of about $3.2 million, and it may incur additional costs not yet contemplated.
Workforce reduced by approximately 31%, implemented October 26, 2026
Estimated severance and termination costs of approximately $1.0 million
Expected annual salary and benefits savings of approximately $3.2 million
Retained capabilities support fasedienol Phase 3 and Phase 2 programs for itruvone and refisolone
Dauch Corporation preliminarily reported a third-quarter 2026 net loss attributable to Dauch of $42 million to $47 million and Adjusted EBITDA of $355 million to $360 million, ahead of full results due November 6, 2026. It lowered its full-year 2026 Adjusted EBITDA target to $1.350 billion to $1.375 billion from $1.360 billion to $1.425 billion, citing production volatility, rising inflation and higher energy costs, while raising its full-year sales target. The lower profit outlook matters to shareholders because it reduces expected earnings for the year.
Q3 2026 net loss attributable to Dauch expected at $42 million to $47 million; Adjusted EBITDA expected at $355 million to $360 million.
Full-year 2026 Adjusted EBITDA target cut to $1.350 billion to $1.375 billion from $1.360 billion to $1.425 billion.
Full-year 2026 sales target raised to $10.8 billion to $10.875 billion from $10.6 billion to $10.8 billion, including metal market pass-throughs.
Full third-quarter results and conference call scheduled for 10:00 a.m. ET on November 6, 2026.
Pioneer Bancorp reported third quarter 2026 net income of $85,000, or about $0.00 per share, down from $4.3 million, or $0.18 per share, a year earlier. The drop reflects a $6.2 million litigation-related expense tied to agreements in principle to resolve claims by Southwestern Payroll, Granite Solutions and NatPay, while net interest income rose 16.9% to $23.6 million.
Q3 2026 net income was $85,000 versus $4.3 million in Q3 2025; nine-month net income was $8.9 million, or $0.36 per diluted share, versus $16.5 million, or $0.67, a year earlier
Litigation-related expense of $6.2 million was recognized in the quarter; agreements in principle were reached in October 2026, subject to definitive settlement agreements
Net interest income rose $3.4 million, or 16.9%, to $23.6 million, and net interest margin was 4.26%, up 10 basis points
Noninterest expense rose 57.4% to $27.7 million; total deposits reached $2.13 billion, up 22.5% from December 31, 2025
FTI Consulting reported record third-quarter 2026 revenues of $1.013 billion, driven by growth across all five business segments, while net income declined due to a $46.0 million special charge for restructuring. The company reaffirmed its full-year 2026 revenue guidance between $3.940 billion and $4.100 billion while raising its adjusted EPS guidance range to between $9.50 and $10.00. Shareholders also saw share repurchases of 523,588 shares for $79.4 million during the quarter.
Q3 2026 revenues reached a record $1.013 billion, a 5.9% increase compared to $956.2 million in the prior year quarter.
Net income for the quarter was $63.4 million, down from $82.8 million in the prior year quarter, impacted by a $46.0 million special charge.
The company raised its full-year 2026 Adjusted EPS guidance range to between $9.50 and $10.00.
During the quarter, the company repurchased 523,588 shares of common stock at an average price of $151.55 per share for a total cost of $79.4 million.
United States Lime & Minerals reported third-quarter 2026 revenue of $106.2 million, up 4.1%, but net income fell 1.9% to $38.0 million, or $1.32 per diluted share, as gross profit declined on higher diesel costs and production inefficiencies at its new Texas kiln. The Board also declared a regular quarterly cash dividend of $0.06 per share. Management expects final commissioning of the new kiln to be completed in the fourth quarter.
Q3 2026 revenue was $106.2 million, up $4.2 million, or 4.1%, from $102.0 million in Q3 2025.
Q3 2026 net income was $38.0 million ($1.32 per diluted share), versus $38.8 million ($1.35 per diluted share) a year earlier.
Gross profit fell 2.7% to $50.8 million, driven mainly by higher transportation and fuel costs and Texas kiln integration inefficiencies.
Quarterly dividend of $0.06 per share is payable December 11, 2026, to holders of record on November 20, 2026.
DoubleVerify reported third-quarter 2026 revenue of $205.6 million, up 9% from a year earlier, and net income of $15.9 million, up from $10.2 million. The company withdrew all previously issued financial outlook and guidance and suspended earnings calls while its pending merger is outstanding, which limits the forward information available to shareholders.
Q3 2026 revenue was $205.6 million, up 9%; activation revenue rose 10% to $117.6 million and measurement revenue rose 8% to $69.1 million.
Net income was $15.9 million, or $0.10 diluted EPS, versus $10.2 million, or $0.06, in Q3 2025; adjusted EBITDA was $75.4 million, a 37% margin.
Stockholders approved the Merger Agreement with Neptune BidCo US Inc. on October 29, 2026, with about 94% of votes cast in favor; the companies expect the deal to close by the first quarter of 2027.
All previously issued financial outlook and guidance were withdrawn, and future earnings calls were suspended for the duration of the pending transactions.
United States Commodity Index Funds Trust filed monthly account statements for the month ended September 30, 2026, for USCI and CPER, as required under Rule 4.22 of the Commodity Exchange Act. USCI had net income of $11.4 million and CPER had a net loss of $4.7 million, so the two funds moved in opposite directions. Shareholders in each fund see their net asset value per share and total net asset value for the period.
USCI net income was $11,351,901, and net asset value rose to $415,950,520 ($109.46 per share) at September 30, 2026, from $393,754,849 on September 1.
CPER net loss was $4,684,516, and net asset value fell to $713,385,559 ($39.74 per share) at September 30, 2026, from $750,295,665 on September 1.
CPER recorded withdrawals of 850,000 shares totaling $34,184,975 during the month.
The combined trust net asset value at September 30, 2026, was $1,129,336,079.
Pelthos Therapeutics agreed on October 30, 2026 to merge with Castle Creek Biosciences in a two-step merger, with Castle Creek becoming a wholly owned subsidiary. Castle Creek holders would receive 5,200,000 Pelthos shares at closing, plus contingent shares, milestone payments and priority review voucher proceeds, and would own about 32.5% of Pelthos on a fully diluted basis before the PIPE financing. Closing requires stockholder approvals from both companies and is expected by the end of the first quarter of 2027.
5,200,000 Pelthos common shares issued to Castle Creek holders at closing, about 32.5% of fully diluted shares before the PIPE financing
Up to 5,800,000 additional Pelthos shares if FDA approval of D-Fi is received on or before March 31, 2036
Up to $300 million in milestone payments tied to D-Fi clinical, commercial and net sales targets, plus 80% of any priority review voucher sale proceeds
Either party may terminate if the First Merger is not completed by February 1, 2027, subject to extension to March 31, 2027 in certain circumstances
IRADIMED reported third-quarter 2026 revenue of $24.2 million, up 14% from a year earlier, and GAAP diluted EPS of $0.51 versus $0.43. The company narrowed its full-year 2026 guidance, lowering the top end of its revenue and GAAP EPS ranges, which matters to shareholders because the outlook for the rest of the year is now less generous at the high end.
Q3 2026 revenue of $24.2 million, up from $21.2 million; net income of $6.5 million versus $5.6 million
Full-year 2026 revenue guidance changed to $91.6 million to $93.1 million from $91.0 million to $96.0 million
Full-year 2026 GAAP diluted EPS guidance changed to $1.90 to $1.94 from $1.90 to $2.05
Quarterly cash dividend of $0.20 per share, payable November 27, 2026 to holders of record on November 13, 2026
OpenWorld closed its merger with Blocksight Holdings Co. on October 27, 2026, and issued 641,924 common shares to the sellers, 275,110 of them subject to vesting restrictions. On October 29, 2026, the company agreed to a registered direct offering expected to raise about $3.5 million in gross proceeds before fees, with the offering expected to close on or about October 30, 2026; the new shares and warrants will add to the share count and may dilute existing shareholders.
Merger with Blocksight closed October 27, 2026; 641,924 shares issued to sellers, with 275,110 restricted and vesting monthly from the 22nd to 36th month after closing.
Registered direct offering of 1,494,084 common shares and 1,023,901 pre-funded warrants, with Series A and Series B warrants, priced at a combined $1.39 per share with warrants.
Gross proceeds expected to be about $3.5 million before placement agent fees and expenses; Patrick Kim named Blocksight CEO with a $250,000 annual base salary and $357,350 signing bonus.
Oxford Square Capital Corp. reported third-quarter 2026 net investment income of $4.9 million, or $0.04 per share, down from $5.1 million, or $0.05 per share, in the prior quarter, while total investment income rose to $9.9 million. Net asset value per share fell to $1.21 from $1.29 at June 30, 2026, and the company declared $0.015 per share monthly distributions for January through March 2027. The quarter still produced a net increase in net assets from operations of $1.6 million, but shareholders saw lower per-share earnings and net asset value.
Net investment income was $4.9 million, or $0.04 per share, versus $5.1 million, or $0.05 per share, in the quarter ended June 30, 2026.
Total investment income rose to $9.9 million from $9.4 million, while net realized losses were $11.3 million for the quarter.
Net asset value per share was $1.21 at September 30, 2026, compared with $1.29 at June 30, 2026.
Distributions of $0.015 per share are payable January 29, February 26 and March 31, 2027; bylaws were amended October 28, 2026 to set ownership and six-month holding requirements for shareholder proposals.
Organon filed its quarterly report for the period ended September 30, 2026, and furnished supplemental non-GAAP figures in place of an earnings release, which it has suspended because of its pending merger with Sun Pharmaceutical Industries. GAAP net income rose to $164 million from $160 million, but adjusted net income, adjusted EPS and adjusted EBITDA all declined from a year earlier.
Quarter GAAP diluted EPS was $0.60 versus $0.61 a year earlier; non-GAAP adjusted diluted EPS was $0.94 versus $1.01
Adjusted EBITDA was $502 million versus $518 million, and adjusted EBITDA margin was 31.9% versus 32.3%
Nine-month adjusted diluted EPS was $2.51 versus $3.03, while GAAP diluted EPS was $1.56 versus $1.50
No earnings call was held; the company said the pending Sun Pharmaceutical merger led to the suspension of its customary earnings release and call
ChoiceOne Financial Services reported third-quarter 2026 net income of $14.5 million, or $0.97 per diluted share, unchanged from the year-earlier quarter and up from $12.5 million, or $0.83 per share, in the second quarter. Net interest margin rose to 3.67% from 3.59%, while nonperforming loans increased to 1.25% of total loans from 1.07%.
Q3 2026 net income $14.5 million, or $0.97 per diluted share, versus $14.7 million, or $0.97, in Q3 2025
Nine-month 2026 net income $40.7 million, or $2.71 per diluted share, versus $14.3 million, or $1.05, in the first nine months of 2025, which included $17.4 million of merger-related expenses
Net interest margin (GAAP) 3.67% in Q3 2026 versus 3.59% in Q2 2026
Nonperforming loans to total loans (excluding loans held for sale) rose to 1.25% at September 30, 2026 from 1.07% at June 30, 2026
Lear reported third-quarter 2026 results with revenue of $5.8 billion, up 2%, and net income of $137 million, up 26%, with earnings per share of $2.74 versus $2.02 a year earlier. The company adjusted its full-year 2026 outlook for net sales to reflect changing production schedules, while maintaining its core operating earnings guidance of $1,080 million to $1,200 million.
Q3 2026 revenue of $5.8 billion, up 2% from $5.7 billion; net income of $137 million; EPS of $2.74 vs. $2.02
Core operating earnings of $256 million, up 6%; free cash flow of $158 million vs. $307 million a year earlier
2026 net sales outlook set at $23,350 million to $23,750 million; core operating earnings outlook maintained at $1,080 million to $1,200 million
Repurchased $175 million of shares in Q3; share repurchase authorization expanded to $1.5 billion, extended through December 31, 2029
AutoNation reported third-quarter 2026 revenue of $7.0 billion, roughly flat year over year, with GAAP diluted EPS of $4.87 versus $5.65 a year earlier. Adjusted diluted EPS rose to $5.11 from $5.01, and the board approved an additional $1.0 billion share repurchase authorization, which matters to shareholders because it reduces the share count and the company has already cut shares outstanding by 9% this year.
Q3 2026 revenue $7,010.3 million vs $7,037.4 million a year ago (-0.4%); GAAP net income $162.3 million vs $215.1 million (-25%)
Adjusted diluted EPS $5.11 vs $5.01 (+2%); GAAP operating income $314.6 million vs $372.4 million (-16%)
Share repurchases of $620 million in the first nine months of 2026; $1.4 billion remained available as of October 28, 2026 after the new $1.0 billion authorization
Covenant leverage ratio 2.7X at quarter-end; revolving credit capacity increased to $2.0 billion with maturity extended to September 14, 2031
Capri Holdings reported fiscal second-quarter 2027 revenue of $809 million, down 5.5% from a year earlier, and about $20 million of that revenue shifted in timing from the third quarter. Net income was $27 million, or $0.25 per diluted share, compared with a loss of $0.28 per share a year earlier, and the company said it is raising its full-year outlook, now calling for diluted EPS of about $2.20. For shareholders, profit improved while sales still declined, and management expects revenue to return to growth in the second half of fiscal 2027.
Revenue of $809 million fell 5.5%; Michael Kors revenue fell 8.6% to $663 million while Jimmy Choo rose 11.5% to $146 million.
Diluted EPS was $0.25 versus a loss of $0.28 a year earlier; adjusted diluted EPS was $0.42 versus a loss of $0.03.
Fiscal 2027 outlook calls for total revenue of about $3.42 billion and diluted EPS of about $2.20.
The company spent $150 million repurchasing about 10.3 million shares, with $721 million remaining under its program.
Oil States International reported third quarter 2026 revenue of $169.8 million, up 8% from the second quarter and 3% from a year earlier. Net income was $3.1 million, or $0.05 per share, down from $5.9 million, or $0.10 per share, in the prior quarter, and Adjusted EBITDA was $20.1 million. The board also approved a new $50 million stock repurchase authorization running through October 2028, which the company says follows its $4.0 million of repurchases in the quarter.
Revenue of $169.8 million rose 8% sequentially and 3% year over year; Offshore Manufactured Products revenue rose 13% sequentially to $104.4 million.
Net income of $3.1 million ($0.05 per share) compared with $5.9 million ($0.10 per share) in the second quarter of 2026 and $1.9 million ($0.03 per share) in the third quarter of 2025.
Offshore Manufactured Products backlog reached $482 million at September 30, 2026, its highest level since December 2014, with a third quarter book-to-bill ratio of 1.3x.
On October 29, 2026, the board approved a new $50 million stock repurchase plan through October 2028; the prior program expired October 24, 2026.
Newell Brands reported third-quarter 2026 net sales of $1.9 billion, up 3.7% from a year earlier, and raised its full-year 2026 net sales outlook to 2% to 3%. The company posted a GAAP net loss of $81 million, or $0.19 per diluted share, after a $101 million non-cash impairment charge, but normalized diluted EPS rose to $0.20 from $0.17 and the normalized EPS outlook midpoint was maintained. Shareholders also face a cut to the full-year operating cash flow outlook, now about $150 million.
Net sales were $1.9 billion (1,873 million), up 3.7%; core sales grew 3.3% in the quarter.
GAAP operating income fell to $27 million from $119 million, including a $101 million impairment charge tied to an indefinite-lived tradename.
Full-year 2026 net sales outlook raised to 2% to 3% from 1% to 2%; normalized EPS outlook of $0.74 to $0.76 midpoint maintained.
Full-year operating cash flow outlook revised to approximately $150 million, reflecting a roughly $85 million accounting effect from terminating non-qualified defined benefit plans and lower receivables factoring proceeds.
Citizens Financial Services reported unaudited third-quarter 2026 net income of $11.9 million, up 19.2% from $10.0 million a year earlier, with basic EPS of $2.48 versus $2.09. Net income for the first nine months rose 24.5% to $32.5 million, but non-performing assets reached $51.5 million at September 30, 2026, up from $23.0 million a year earlier, which the company attributed partly to about $21.4 million of commercial and construction real estate loans placed on non-accrual status.
Q3 2026 net income $11.9 million versus $10.0 million in Q3 2025; basic EPS $2.48 versus $2.09
Nine-month 2026 net income $32.5 million versus $26.1 million; basic EPS $6.77 versus $5.44
No provision for credit losses in Q3 2026, compared with $500,000 in Q3 2025
Non-performing assets 2.16% of loans at September 30, 2026, up from 1.03% a year earlier
Hess Midstream LP reported estimated third quarter 2026 results. Net income rose to $179.1 million from $175.5 million a year earlier, and earnings per Class A share rose to $0.77 from $0.75, but total revenues fell $10.8 million to $410.1 million. The company also raised its quarterly distribution to $0.7985 per Class A share and reiterated its full-year 2026 guidance.
Net income attributable to Hess Midstream LP was $99.4 million, or $0.77 per basic Class A share, versus $0.75 in Q3 2025.
Total revenues were $410.1 million versus $420.9 million, mainly due to lower throughput volumes, partly offset by higher tariff rates.
Adjusted EBITDA was $319.9 million and Adjusted Free Cash Flow was $247.9 million, compared with $320.7 million and $186.8 million a year earlier.
Distribution of $0.7985 per Class A share is payable November 13, 2026, to holders of record on November 5, 2026; full-year 2026 net income guidance is $650 million to $675 million.
Exelon reported third-quarter 2026 GAAP net income of $0.70 per share and adjusted operating earnings of $0.87 per share. The company narrowed its full-year 2026 adjusted operating earnings guidance range to $2.85 to $2.91 per share and declared a regular quarterly dividend of $0.42 per share.
GAAP net income was $0.70 per share, down from $0.86 per share in the third quarter of 2025.
Adjusted operating earnings rose to $0.87 per share from $0.86 per share in the prior-year period.
Full-year 2026 adjusted operating earnings guidance was narrowed to a range of $2.85 to $2.91 per share.
The Board of Directors declared a regular quarterly dividend of $0.42 per share, payable on December 15, 2026.
LyondellBasell reported third quarter 2026 net income of $758 million, or $2.32 per share, alongside EBITDA of $1.4 billion. The company also entered into an agreement to sell its former Houston refinery site and related assets to a subsidiary of Valero Energy Corporation for $320.5 million.
Third quarter 2026 net income reached $758 million, or $2.32 per diluted share.
EBITDA for the quarter was $1.4 billion, or $1.5 billion excluding identified items.
Agreed to sell Houston Refining, L.P. and related assets to Valero Energy Corporation for $320.5 million.
Increased cash by approximately $600 million during the quarter, including a €500 million debt repayment.
OneMain Holdings reported third quarter 2026 diluted EPS of $1.60, down from $1.67 a year earlier, with net income of $185 million versus $199 million. Total revenue rose 7% to $1.7 billion and managed receivables grew 9% to $28.1 billion, but the finance receivable loss provision increased to $615 million from $488 million. The company also declared a $1.05 per share dividend payable November 13, 2026.
Diluted EPS was $1.60 versus $1.67 in the prior year quarter; C&I adjusted diluted EPS was $1.51 versus $1.90.
Total revenue was $1.7 billion, up 7%, while the finance receivable loss provision rose to $615 million from $488 million.
Quarterly dividend of $1.05 per share is payable November 13, 2026 to holders of record on November 9, 2026.
The company repurchased about 538 thousand shares for $34 million during the quarter.
Carter's reported fiscal third-quarter 2026 results, with net sales down 0.7% to $752.5 million and GAAP diluted EPS of $1.00 versus $0.32 a year earlier. The company also updated its full-year 2026 outlook, projecting adjusted diluted EPS of $3.05 to $3.23 versus $3.47 in fiscal 2025, and COO Richard F. Westenberger gave notice that he will step down, while remaining CFO. Shareholders get a mixed picture: profit improved sharply while sales slipped and the outlook implies lower adjusted earnings for the year.
Q3 net sales $752.5 million vs $757.8 million a year earlier; GAAP operating income $55.8 million vs $29.1 million
Adjusted diluted EPS $1.03 vs $0.74 in Q3 2025; GAAP diluted EPS $1.00 vs $0.32
Fiscal 2026 outlook: net sales $2.91 billion to $2.93 billion; adjusted diluted EPS $3.05 to $3.23 vs $3.47 in fiscal 2025
Richard F. Westenberger gave notice on October 26, 2026 that he will step down as COO once a successor is appointed
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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