1,634 material Form 8-K filings that 1,408 companies we cover made with the SEC in November 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). 591 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Lemonade reported third-quarter 2026 revenue of $336.1 million, up 73% from a year earlier, and raised its full-year 2026 revenue and gross earned premium guidance. Net loss widened to $43.7 million, or $0.56 per share, from $37.5 million, mainly due to higher stock-based compensation and interest expense, so the top-line gains came with a larger loss for shareholders.
Third-quarter revenue was $336.1 million, up $141.6 million or 73%; in force premium rose 34% to $1.55 billion.
Net loss was $43.7 million ($0.56 per share), compared with $37.5 million ($0.51 per share) in Q3 2025.
Adjusted EBITDA loss narrowed to $20.4 million from $25.6 million; the company reiterated expected positive Adjusted EBITDA in Q4 2026.
Full-year 2026 revenue guidance was raised to $1,231-$1,235 million; in force premium guidance was reiterated at $1,632-$1,639 million.
LifeStance reported third quarter 2026 revenue of $455.9 million, up 25%, and net income of $22.4 million, compared with $1.1 million a year earlier. The company raised its full-year 2026 guidance for revenue, Center Margin and Adjusted EBITDA, which points to stronger expected results for shareholders.
Q3 2026 revenue $455.9 million, up 25% from $363.8 million; net income $22.4 million versus $1.1 million
Adjusted EBITDA $68.4 million, up 70%; Center Margin $161.4 million, up 38%
Full-year 2026 revenue guidance raised to $1.741 billion to $1.761 billion; Adjusted EBITDA to $242 million to $250 million
Q4 2026 guidance: revenue $446 million to $466 million; Adjusted EBITDA $56 million to $64 million
Hornbeck Offshore Services reported a third-quarter 2026 net loss of $85.7 million, or $0.40 per diluted share, on revenue of $293.3 million, up from $183.3 million in the second quarter. Results include one month of legacy Helix operations after the merger closed on September 1, 2026, and $119.8 million of merger and integration costs. The company also guided to Adjusted EBITDA of $90 million to $100 million for the fourth quarter of 2026 and $500 million to $550 million for full-year 2027.
Q3 2026 revenue was $293.3 million, up $110.0 million from the second quarter but down from $199.1 million a year earlier.
Net loss was $85.7 million, or $0.40 per diluted share, compared with net income of $11.1 million in the second quarter.
Adjusted EBITDA was $105.9 million; the company guided to $90 million to $100 million for Q4 2026 and $500 million to $550 million for 2027.
Cash of $471.6 million and total debt face value of $730.6 million as of September 30, 2026.
EPAM reported third-quarter 2026 revenue of $1.426 billion, up 2.3% year over year, and GAAP diluted EPS of $2.53, up from $1.91. The Board replaced the prior repurchase program with a new $1.8 billion authorization through December 31, 2029, and EPAM expects to enter a $500 million accelerated share repurchase during the week of November 9, 2026, which shareholders would see as a larger capital return.
Q3 revenue $1.426 billion, up $32.1 million or 2.3%; GAAP income from operations rose 21.4% to $175.9 million
GAAP diluted EPS $2.53 vs. $1.91 a year earlier; non-GAAP diluted EPS $3.51, up 14.0%
$500 million accelerated share repurchase expected the week of November 9, 2026, funded with cash on hand and credit facility borrowings
Fourth-quarter revenue expected at $1.405 billion to $1.420 billion; cash, cash equivalents and restricted cash fell to $969.9 million as of September 30, 2026
News Corporation filed daily buyback notices with the Australian Securities Exchange covering repurchases made on November 4, 2026, under its program to buy up to $1 billion of Class A and Class B common stock. The company says it has spent approximately $570,425,202 under the program to date, based on total consideration paid. The filing is a routine disclosure required by ASX rules and does not change the size or terms of the program.
Class A common stock: 54,641 shares bought on November 4, 2026, for $1,653,677.08
Class B common stock: 23,784 shares bought on November 4, 2026, for $784,940.97
Cumulative spending under the $1 billion 2025 Repurchase Program to date: approximately $570,425,202
Filing is a daily buy-back notification to the ASX, dated November 5, 2026
Prospect Capital reported a net loss applicable to common shareholders of $53.4 million, or $0.10 per share, for the quarter ended September 30, 2026, compared with net income of $48.1 million, or $0.10 per share, a year earlier. Net investment income was $76.4 million, or $0.15 per common share, down from $79.4 million, or $0.17 per share, a year earlier, and net asset value per common share fell to $5.36 from $5.71 in the prior quarter and $6.45 a year earlier.
Net loss applicable to common shareholders: $(53.4) million, or $(0.10) per share, for the quarter ended September 30, 2026
Net investment income: $76.4 million, or $0.15 per share, versus $79.4 million, or $0.17 per share, a year earlier
Net asset value per common share: $5.36 at September 30, 2026, versus $5.71 at June 30, 2026 and $6.45 at September 30, 2025
Board increased the share repurchase program to up to $200.0 million on November 3, 2026; monthly common distribution declared at $0.0350 per share
UPS appointed Shannon Eisenhardt, Group Chief Financial Officer and Executive Director of Reckitt Benckiser Group plc, to its board effective immediately, expanding the board to eleven members. She also joins the Audit Committee, and the filing does not report any financial results or guidance changes.
Board size set at eleven members; Eisenhardt appointed effective November 4, 2026, including a seat on the Audit Committee
Eisenhardt, 52, previously spent eight years at NIKE, Inc., most recently as CFO of Consumer, Marketplace and Brand (2020 to 2023)
Prorated annual cash retainer of $125,000 and annual equity award of $210,000 for the remainder of the current board service year
Comstock Resources reported third quarter 2026 results, with production up 9% from a year earlier and natural gas and oil sales including hedging rising to $359.3 million. Net income available to the Company fell to $22.3 million from $111.1 million, and total revenues fell to $384.4 million from $447.4 million. The company also agreed on November 4, 2026 to sell non-operated interests to SOCAR for $1.65 billion in cash, expected to close by year end, and extended its bank credit facility maturity to November 15, 2028.
Net income available to the Company was $22.3 million, or $0.08 per diluted share, versus $111.1 million, or $0.40 per diluted share, in the third quarter of 2025.
Production was 122.4 Bcfe, up 9% from the third quarter of 2025; natural gas and oil sales including hedging were $359.3 million versus $335.0 million.
Gas services revenue fell to $64.5 million from $141.3 million, and total revenues and other operating income fell to $384.4 million from $447.4 million.
SOCAR purchase price is $1.65 billion, with closing expected by year end; the bank credit facility maturity was extended to November 15, 2028.
Landmark Bancorp furnished an investor presentation dated November 4, 2026, as Exhibit 99.1 to a Form 8-K, for use in investor meetings. The company says the slides provide select quarter- and year-end financial data, but the filing text itself gives no specific figures, and the exhibit's contents were not included in the text provided.
Filing date: November 4, 2026; Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits)
Exhibit 99.1 is an investor presentation dated November 4, 2026, containing reference slides for investor meetings
Slides show select quarter- and year-end financial data; no specific figures appear in the filing text
Information is furnished, not filed, under Section 18 of the Exchange Act
Kodiak Gas Services (NYSE: KGS) declared a cash dividend of $0.51 per share for the third quarter of 2026, payable November 25, 2026 to holders of record on November 16, 2026. The dividend is 4.1% above both the prior quarter and the year-ago quarter, which adds to shareholder cash returns.
Dividend of $0.51 per share, payable November 25, 2026
Record date is the close of business on November 16, 2026
Dividend is up 4.1% from the prior quarter and the year-ago quarter
Quarterly dividend is up approximately 34% since the 2023 initiation at $0.38 per share
Duke Energy reported third-quarter 2026 reported and adjusted EPS of $1.99, up from $1.81 in the prior-year period, driven by infrastructure investment recovery and favorable weather. The company also narrowed its full-year 2026 adjusted EPS guidance range to $6.70 to $6.80.
Third-quarter 2026 reported and adjusted EPS was $1.99 compared to $1.81 in the third quarter of 2025.
The full-year 2026 adjusted EPS guidance range was narrowed to $6.70 to $6.80.
Electric Utilities and Infrastructure segment income rose to $1,817 million for the third quarter of 2026.
Dorian LPG reported revenues of $221.3 million for the quarter ended September 30, 2026, up 78.4% from a year earlier, driven by higher time charter equivalent rates. Net income of $213.9 million included a $63.6 million gain on vessel sales, and the company declared an irregular cash dividend of $1.25 per share, about $53.7 million in total, payable November 24, 2026.
Revenues were $221.3 million, up from $124.1 million a year earlier, with TCE rates at $96,990 per available day versus $53,725.
Net income was $213.9 million, or $4.98 per diluted share, versus $1.30 a year earlier; adjusted EPS was $3.46 versus $1.31.
Adjusted EBITDA was $242.0 million, compared with $85.7 million in the prior-year quarter.
An irregular dividend of $1.25 per share, about $53.7 million, is payable on or about November 24, 2026, to holders of record as of November 9, 2026.
Intrusion Inc. received a Nasdaq notice granting it a second 180-day period, until May 3, 2027, to regain compliance with the $1.00 minimum bid price requirement after missing the initial deadline of November 3, 2026. The stock continues to trade on the Nasdaq Capital Market under INTZ, but if the company does not regain compliance, Nasdaq will move toward delisting, and the company may need a reverse stock split.
Nasdaq granted an additional 180 calendar days, until May 3, 2027, to regain the $1.00 minimum bid price requirement.
The company did not regain compliance during the initial 180-day period, which expired November 3, 2026.
To regain compliance, the closing bid price must be at least $1.00 for 10 consecutive business days before May 3, 2027, and any reverse stock split must be completed no later than ten business days before that date.
The company makes no assurance it will regain compliance or successfully appeal any future delisting determination.
Carlyle reported unaudited third quarter 2026 results, with a U.S. GAAP net loss attributable to the company of $8 million, or $0.02 per diluted share, compared with a $0.9 million profit a year earlier. Distributable Earnings rose to $433 million, or $1.12 per share, from $368 million, or $0.96 per share, in the prior-year quarter, while Fee Related Earnings fell 6% to $293 million. Shareholders also received a $0.35 quarterly dividend declaration.
U.S. GAAP net loss attributable to The Carlyle Group Inc. was $8 million, or $0.02 per diluted share, versus $0.9 million, or $0.00 per share, in Q3 2025
Distributable Earnings were $433 million, or $1.12 per common share, versus $368 million, or $0.96, in Q3 2025
Fee Related Earnings were $293 million, down 6% from $312 million in Q3 2025
Quarterly dividend of $0.35 per share declared, payable November 23, 2026 to holders of record on November 16, 2026
HF Sinclair agreed to buy back 2,100,000 shares of its common stock from REH Advisors Inc. at $110.81 per share, for an aggregate price of approximately $233 million, funded with cash on hand. The repurchase is expected to close on or around November 6, 2026, and is made under the company's $1.5 billion share repurchase program, which leaves about $493 million of authorization remaining.
2,100,000 shares at $110.81 per share, for an aggregate price of approximately $233 million, funded with cash on hand
Stock Purchase Agreement dated November 3, 2026; expected completion on or around November 6, 2026
Made under the $1.5 billion share repurchase program authorized by the Board on August 26, 2026; about $493 million remains, and $1 billion has been repurchased to date including this transaction
Shares will be held as treasury stock; this is the twenty-fourth privately negotiated transaction between the company and REH
NW Natural Holdings reported third-quarter 2026 results, with a net loss of $0.71 per share compared with a loss of $0.73 a year earlier. Nine-month EPS rose to $1.62 from $1.36, and the company raised its 2026 EPS guidance range to $3.10 to $3.20, up from the prior range of $2.95 to $3.15, which it had expected to finish in the upper half. The board also declared a quarterly dividend of $0.50 per share, described as the largest declared increase since 2012.
Q3 2026 net loss of $0.71 per share, versus a $0.73 loss in Q3 2025; consolidated net loss was $29.8 million
Nine-month 2026 EPS of $1.62, compared with $1.36 a year earlier and adjusted EPS of $1.52 for the same period in 2025
2026 EPS guidance raised to $3.10 to $3.20; long-term EPS growth target of 4% to 6% reaffirmed
Quarterly dividend of $0.50 per share, payable Nov. 13, 2026, marking the 71st consecutive year of dividend increases
Mid Penn Bancorp furnished an investor presentation under Regulation FD for use in meetings during the fourth quarter of 2026. The deck shows third-quarter 2026 net income of $21.6 million, or $0.84 per share, and core net income of $22.2 million, or $0.88 per share, with total assets of $7.1 billion at September 30, 2026.
Q3 2026 net income of $21.6 million, or $0.84 per share; core net income of $22.2 million, or $0.88 per share
Core earnings per share of $0.88 in 2026Q3 compares with $0.77 in 2025Q3 and $0.87 in 2026Q2
Board declared a quarterly cash dividend of $0.23 per share, payable November 13, 2026, to holders of record on November 2, 2026
Total assets of $7.1 billion and gross loans of $5.7 billion at September 30, 2026
Kinetik reported third quarter 2026 results, with Adjusted EBITDA of $278.1 million, up from $242.6 million a year earlier, and net income including noncontrolling interest of $50.9 million, up from $15.5 million. The company now expects full year 2026 Adjusted EBITDA at the high end of its $1.04 billion to $1.1 billion guidance range and expects capital expenditures about 5% below its $560 million guidance.
Q3 2026 total operating revenues were $569.4 million, versus $464.0 million in Q3 2025; diluted EPS attributable to Class A holders was $0.26, versus $0.03
Midstream Logistics Adjusted EBITDA was $203.6 million, a 34% year-over-year increase; Pipeline Transportation Adjusted EBITDA fell 18% to $78.5 million, mainly due to the EPIC Crude Holdings divestiture
Free Cash Flow was $87.5 million for Q3 2026 versus $13.9 million a year earlier; Net Debt was $3.94 billion at September 30, 2026
The ECCC Pipeline expansion reached final investment decision, and the company expects in-service in mid-2027
On October 30, 2026, cbdMD completed its acquisition of operating assets from Twinlab Consolidated Holdings through a court-approved creditor sale. The company assumed $1.75 million of senior secured debt owed to Akretive Holdings, LLC, and issued that creditor 2,229,805 common shares, equal to 19.9% of shares outstanding at signing, with 132,730 more shares planned subject to shareholder approval. The deal adds nutritional supplement brands and moves cbdMD beyond hemp products, but it also adds secured debt and share issuance that dilutes existing holders.
Closed October 30, 2026, after a Broward County, Florida court approved the sale as a private sale; the seller was the assignee for the benefit of creditors, Philip J. Von Kahle.
Issued 2,229,805 common shares, valued at $1.00 per share, to Akretive Holdings, LLC, representing 19.9% of shares outstanding at signing.
Assumed a $1,750,000 senior secured note bearing 9% annual interest, maturing two years after the closing date and secured by the acquired assets.
Acquired brands include Twinlab, Reserveage, Metabolife and ResVitale; 132,730 additional shares are subject to shareholder approval within 270 days of closing.
Bio Green Med Solution, Inc. filed a Form 8-K dated November 4, 2026, that lists Item 3.01 (Delisting or Listing Rule Notice) and Item 9.01 (Financial Statements and Exhibits). The text provided includes only the Item 9.01 exhibit list and signature block, so the specific exchange, rule, and deadline are not stated in the material reviewed. Because the item concerns a listing notice, shareholders should review the full filing for its terms.
Exhibit 104 is the Cover Page Interactive Data File; the text provided does not state the exchange or compliance deadline
Signed by Datuk Dr. Doris Wong Sing Ee, Chief Executive Officer and Executive Director
Nature's Sunshine reported third-quarter 2026 net sales down 9% to $116.6 million, and GAAP net income attributable to common shareholders fell to $1.9 million, or $0.11 per diluted share, from $5.3 million, or $0.30. The company cut its full-year 2026 guidance for net sales and adjusted EBITDA, citing a stronger U.S. dollar and challenges in China.
Net sales fell 9% to $116.6 million (down 7% excluding currency effects); Asia net sales fell 14.9% to $55.1 million
Full-year 2026 net sales outlook lowered to $460-470 million from $490-500 million
Full-year 2026 adjusted EBITDA outlook lowered to $44-48 million from $48-52 million
As of September 30, 2026, cash and cash equivalents were $89.4 million and the company had zero debt
Quoin Pharmaceuticals signed a sales agreement with Leerink Partners LLC that lets it sell American Depositary Shares from time to time through an at-the-market offering. Leerink would receive 3.0% of gross sale proceeds, and the filing does not state a dollar amount or number of shares to be sold, so the potential dilution to shareholders is not quantified.
Sales agreement with Leerink Partners LLC dated November 4, 2026; each ADS represents 35 ordinary shares.
Leerink Partners would be paid 3.0% of gross sale proceeds from ADSs sold through it.
Sales are made under Form S-3 (File No. 333-299668), declared effective November 4, 2026; the filing states no aggregate offering size.
Either party may suspend or terminate the agreement at any time upon notice.
Genco Shipping & Trading reported third-quarter 2026 net income of $38.0 million, or $0.85 per diluted share, compared with a net loss of $1.1 million a year earlier, and declared a record $1.05 per share dividend. The company reiterated a projected Q4 2026 dividend of greater than $1 per share, but that projection depends on current fixtures and the forward freight agreement curve, which the filing says is subject to change.
Q3 2026 net income of $38.0 million, or $0.85 diluted EPS, versus a net loss of $1.1 million in Q3 2025
Record Q3 2026 dividend of $1.05 per share, payable on or about November 23, 2026 to holders of record as of November 16, 2026
Voyage revenues of $151.9 million versus $79.9 million a year earlier; adjusted EBITDA of $68.1 million, up 214% year over year
Q4 2026 projected dividend reiterated at greater than $1 per share; Q4 fixtures cover 66% of owned fleet available days
Summit Therapeutics filed a prospectus supplement under its automatic shelf registration statement on Form S-3 and an accompanying 8-K to file a legal opinion from Baker & Hostetler LLP on the legality of the common stock issuance. The filing does not state the number of shares, the price, or the amount of proceeds, so the filing alone does not show the size or dilution effect of the offering.
Prospectus supplement filed November 4, 2026 under Form S-3 (Registration No. 333-296642)
Baker & Hostetler LLP legality opinion filed as Exhibit 5.1, with consent as Exhibit 23.1
Filing does not disclose share count, offering price, or proceeds
Stoneridge reported third-quarter 2026 GAAP net sales of $155.8 million, up from $138.6 million a year earlier, but a $24.2 million arbitration award recorded as a reduction to sales pushed its net loss from continuing operations to $22.9 million, or $0.81 per diluted share, versus a $8.9 million loss, or $0.32 per share, a year earlier. The company raised its 2026 adjusted revenue guidance to $690 million to $700 million while expecting adjusted EBITDA at the bottom of its prior $20 million to $25 million range.
Q3 2026 GAAP net loss from continuing operations was $22.9 million, or $0.81 per diluted share, compared with $8.9 million, or $0.32 per share, in Q3 2025.
The $24.2 million pre-tax charge stems from an adverse ruling received on November 2, 2026 in an arbitration over legacy PM sensor warranty claims; the company disagrees with the ruling and is evaluating its options.
Adjusted 2026 revenue guidance was raised to $690 million to $700 million from $645 million to $670 million; adjusted EBITDA guidance of $20 million to $25 million is now expected at the bottom end.
As of September 30, 2026, net debt was $80.2 million, and the Credit Facility matures on July 1, 2027.
Olin Corporation and its subsidiary Olin Finance Company, LLC entered into Amendment No. 2 to a receivables purchase agreement with PNC Bank, National Association, on November 4, 2026. The amendment, among other things, extends the scheduled termination date to July 31, 2028, and the filing attaches the full text as Exhibit 10.1; the filing gives no financial amounts for the facility.
Agreement dated November 4, 2026, amends the Receivables Purchase Agreement dated November 20, 2024
Scheduled termination date extended to July 31, 2028
Olin Corporation acts as servicer and performance guarantor; PNC Bank, National Association is administrative agent
Black Hills reported third-quarter 2026 GAAP net income available for common stock of $41.0 million, or $0.54 per diluted share, up from $24.9 million, or $0.34, a year earlier. Adjusted EPS was $0.57, up from $0.45, and the company reaffirmed its 2026 adjusted EPS guidance of $4.25 to $4.45, excluding merger-related costs. The pending merger with NorthWestern Energy still requires a final approval from the Montana Public Service Commission.
Q3 2026 revenue was $466.1 million, compared with $430.2 million in Q3 2025.
GAAP EPS was $0.54 versus $0.34; adjusted EPS was $0.57 versus $0.45.
2026 adjusted EPS guidance of $4.25 to $4.45 was reaffirmed, excluding merger-related costs.
The NorthWestern Energy merger is expected to close by year-end 2026, subject to Montana approval.
ATN International reported third quarter 2026 results with revenue flat at $183.2 million and Adjusted EBITDA flat at $50 million, while operating income rose 32% to $12.9 million and diluted EPS rose to $1.09 from $0.18. The company now expects 2026 Adjusted EBITDA at the high end of, or modestly above, its previous $183 million to $193 million range, though the US Tower Portfolio Sale weighed on US results.
Diluted EPS increased to $1.09 from $0.18, primarily reflecting higher operating income, lower interest expense and a greater tax benefit.
Revenue was stable at $183.2 million; International Telecom revenue rose 2% to $96.9 million while US Telecom revenue fell 2% to $86.3 million.
2026 Adjusted EBITDA is now expected at the high end of, or modestly above, the previous $183 million to $193 million range; capital expenditure guidance of $105 million to $115 million is unchanged.
Cash, cash equivalents and restricted cash totaled $351.5 million at September 30, 2026; the Net Leverage Ratio improved to 0.94x from 2.36x at December 31, 2025.
Star Equity Holdings' subsidiary Hudson Talent Solutions completed its asset purchase of Cornerstone RPO, LLC on November 2, 2026, paying $500,000 at closing with additional deferred and contingent payments possible. The filing discloses the deal terms but no financial results for Cornerstone, so shareholders cannot assess its size relative to Star's results from the filing alone.
Hudson Talent Solutions paid $500,000 at closing on November 2, 2026, of which $100,000 is held in escrow for the Sellers' indemnification obligations.
$250,000 of fixed deferred consideration is payable under an unsecured, non-interest-bearing note over 36 monthly installments, absent default.
Up to $1.5 million in earnouts is payable in three $500,000 payments if cumulative legacy-client revenue reaches $6,000,000, $12,000,000 and $20,000,000 within 36 months; each payment is 75% cash and 25% in 10% Series A Cumulative Perpetual
An additional $250,000 may be paid if certain client contracts are legally transferred or certain business is established with Hudson Talent Solutions.
RLJ Lodging Trust reported third-quarter 2026 total revenue of $354.5 million, up 7.4%, and net income of $4.6 million, compared with a net loss of $3.8 million a year earlier. The company raised its full-year 2026 outlook, including Adjusted FFO per diluted share of $1.47 to $1.51, citing strong third-quarter results and preliminary October results.
Comparable RevPAR rose 9.7% to $153.36 in the third quarter, driven by a 6.4% increase in ADR and a 230 basis point increase in occupancy.
Adjusted EBITDA was $85.2 million, up 17.3%, and Adjusted FFO per diluted share was $0.34, up 25.9% from $0.27.
Full-year 2026 outlook: Adjusted EBITDA of $352 million to $358 million and Comparable Hotel EBITDA of $377 million to $383 million.
In October 2026, the company sold seven hotels near Chicago Midway Airport for $110.0 million, and it reported approximately $448.3 million of unrestricted cash as of September 30, 2026.
Solaris Energy Infrastructure reported third quarter 2026 revenue of approximately $341 million, up 55% from the second quarter, with net income of $39 million and diluted EPS of $0.42 versus $0.26 in the prior quarter. The company raised its fourth quarter 2026 and first quarter 2027 Adjusted EBITDA guidance and signed a new 15-year, 900 MW power contract, which gives shareholders higher reported results and a larger contracted backlog.
Q3 2026 revenue of approximately $341 million, compared with $166.8 million in Q3 2025; Adjusted EBITDA of approximately $136 million, up 26% sequentially
Q4 2026 Adjusted EBITDA guidance raised to $165-185 million from $145-180 million; Q1 2027 guidance raised to $220-260 million from $200-240 million
New 15-year power contract signed October 29, 2026 for approximately 900 MW, with deployments expected to begin in 1H 2027
Quarterly dividend of $0.12 per share declared October 27, 2026, payable December 18, 2026
National Healthcare Properties reported third quarter 2026 results, with net income attributable to common stockholders of $0.24 per diluted share, compared with a loss of $0.56 a year earlier, and revenue from tenants of $103.1 million, up from $86.0 million. However, Nareit FFO fell 43.5% to $0.13 per diluted share and Normalized FFO fell 29.6% to $0.19, and the company raised its full-year 2026 SHOP Same Store Cash NOI growth guidance to 16.5% to 18.5% from 15.0% to 18.0%. For shareholders, the quarter shows higher revenue and a GAAP profit, alongside lower FFO, which the company's own release treats as a key REIT operating measure.
Net income attributable to common stockholders was $0.24 per diluted share in Q3 2026, versus a loss of $0.56 per share in Q3 2025, helped by a $38.3 million gain on sale of real estate investments.
Nareit FFO was $0.13 per diluted share, down 43.5% year-over-year; Normalized FFO was $0.19 per diluted share, down 29.6%.
SHOP Same Store Cash NOI grew 13.6% year-over-year, and full-year 2026 SHOP guidance was raised to 16.5% to 18.5%.
The company redeemed its 7.375% Series A and 7.125% Series B preferred stock in September and October 2026, and expects about $11 million in annual preferred dividend savings.
On November 4, 2026, WEC Energy Group entered into an equity distribution agreement allowing it to sell up to $4 billion of common stock through a group of sales agents and forward purchasers. The company expects to receive proceeds only when shares are sold and settled under forward sale agreements, and no proceeds are received from borrowed shares sold initially, so the program could dilute existing shareholders as shares are issued.
Maximum aggregate sales price under the Equity Distribution Agreement is $4 billion of common stock, $0.01 par value.
Sales agents include Barclays, BofA Securities, Citigroup, Goldman Sachs, J.P. Morgan, Morgan Stanley and Wells Fargo, among others.
Company will not initially receive proceeds from borrowed shares sold by forward sellers; proceeds come at later physical settlement.
On November 4, 2026, STERIS and its subsidiaries entered a new $1.6 billion revolving credit facility that replaces the existing credit agreement dated October 7, 2024, and a separate delayed draw term loan of up to $500 million. The term loan can be drawn only if STERIS completes its acquisition of Xodus Medical, Inc. For shareholders, the filing adds committed borrowing capacity tied to that acquisition, and the filing does not state the acquisition price or the amount that will be borrowed.
Revolving credit facility of $1,600 million matures on November 4, 2031, with an incremental increase of up to $800 million available.
Delayed draw term loan of up to $500 million can be used only after the Xodus Medical Acquisition is consummated and terminates if that deal is validly terminated or the outside date occurs.
Term loan matures five years after the acquisition closing date; no principal is due in year one, then 1.25% quarterly in years two and three and 1.875% quarterly in years four and five.
No borrowings were incurred to refinance the existing credit agreement at closing, and all term loan lenders are also lenders under the revolver.
Chord Energy reported third-quarter 2026 results, with net income of $181.6 million ($3.29 per diluted share) compared with $130.1 million ($2.26) a year earlier, though below the $525.2 million reported in the second quarter. The company raised its full-year 2026 oil volume guidance and expects Adjusted Free Cash Flow to be about $200 million higher than in August, while also announcing a $550.0 million gross Marcellus divestiture expected to close in the fourth quarter.
Net income was $181.6 million ($3.29 per diluted share) in Q3 2026, up from $130.1 million ($2.26) in Q3 2025 and down from $525.2 million in Q2 2026.
FY26 oil volume midpoint guidance increased about 1% from 161.0 to 162.5 MBopd; FY26 Adjusted Free Cash Flow expectations rose about $200 million since the August outlook.
The company repurchased $205.0 million of shares in Q3 2026 and another $78 million in Q4 2026 through October 30, 2026, and declared a base dividend of $1.30 per share payable December 7, 2026.
Marcellus non-operated assets are being divested for total gross consideration of $550.0 million, with closing expected in Q4 2026.
At a November 3, 2026 special meeting, NOVAGOLD shareholders approved the Arrangement Resolution, with 99.72% of votes cast in favor. The transaction would make New NOVAGOLD the parent company, with NOVAGOLD acquiring Paulson's 40% Donlin Gold interest and raising its ownership from 60% to 100%. Completion is expected in the fourth quarter of 2026, subject to regulatory, stock exchange and court approvals, and the equity plan drew 37.22% opposition.
Arrangement Resolution: 302,610,350 votes for (99.72%) and 380,548 against (0.13%).
2026 Omnibus Incentive Plan: 189,929,461 votes for (62.59%) and 112,946,575 against (37.22%).
Quorum of 303,446,751 shares, or 69.15% of 438,815,994 outstanding as of the September 23, 2026 record date.
Upon closing, holders of NOVAGOLD shares would own about 65% of New NOVAGOLD, and Paulson about 39.7% including existing stake.
Pinnacle Financial Partners furnished investor presentation materials for a fireside chat at the BancAnalysts Association of Boston Conference on November 5, 2026. The filing is routine and contains no new financial results, guidance changes, or transaction terms, though the deck discusses integration of the recently completed Synovus business combination.
Fireside chat scheduled for November 5, 2026 at 2:10 p.m. ET
Presentation materials furnished as Exhibit 99.1 and posted at investors.pnfp.com
Deck states the March 2027 core and brand conversion is on track following the Synovus combination
Finward Bancorp, the holding company for Peoples Bank, declared a quarterly dividend of $0.12 per share on November 4, 2026. The filing gives no earnings, guidance, or other financial results, so the announcement shows a dividend declaration only.
Dividend amount: $0.12 per common share
Payable December 2, 2026 to shareholders of record at the close of business on November 18, 2026
Declared by the Board of Directors on November 4, 2026; the filing includes no earnings or guidance figures
Regions executives will present to institutional investors at meetings in November and December 2026, and the company furnished the presentation materials as Exhibit 99.1 to a Form 8-K. The deck restates 3Q26 results and offers near-term expectations, including a 4Q26 net interest income forecast of a 1% to 2% increase from 3Q26.
3Q26 net income available to common shareholders was $611 million, with diluted earnings per share of $0.71 as reported.
Management expects 4Q26 net interest income to rise 1% to 2% versus 3Q26, with net interest margin of about 3.70%.
The presentation is furnished under Regulation FD and is also posted on regions.com.
On November 4, 2026, Kimberly-Clark settled exchange offers under which holders of Kenvue notes, assumed after its merger with Kenvue, exchanged them for new Kimberly-Clark notes with the same rates and maturities. The amendments removed substantially all restrictive covenants from the Kenvue notes still outstanding, so the financing terms for shareholders change mainly through the new Kimberly-Clark debt and the reduced protections for remaining Kenvue noteholders.
Settlement date was November 4, 2026; exchange offers expired November 2, 2026
Kimberly-Clark issued seven series of notes, with accepted principal ranging from $702,706,000 (4.850% notes due 2032) to $1,478,073,000 (5.050% notes due 2053)
Early participants received $970 principal of new notes, a $30 premium and $1.00 cash per $1,000 Kenvue notes tendered
Kimberly-Clark notes are general, unsecured senior obligations ranking equally with its existing unsecured senior debt
NetSol Technologies' majority-owned Pakistani subsidiary posted quarter-ended September 30, 2026 results on the Pakistan Stock Exchange, with revenue up 17% and net profit rising to PKR 508 million from PKR 50 million. The filing states these figures cover only that subsidiary and are not representative of NetSol Technologies, Inc. on a consolidated basis, so they give shareholders limited direct read-through to the parent company.
Net revenues rose to PKR 2,620 million from PKR 2,244 million, up 17% year over year
Gross profit was PKR 1,324 million versus PKR 772 million in the prior-year quarter
Net profit was PKR 508 million with diluted EPS of PKR 5.82, compared with PKR 50 million and PKR 0.57 a year earlier
Filing says results reflect only the Pakistani subsidiary and are not representative of the consolidated company
Ellington Financial reported net income attributable to common stockholders of $40.4 million, or $0.31 per share, for the quarter ended September 30, 2026, down from $54.4 million, or $0.43 per share, in the second quarter. Adjusted Distributable Earnings were $58.0 million, or $0.45 per share, and book value per common share was $13.53, which the company said exceeded its $0.39 quarterly dividend in adjusted earnings. For shareholders, the lower GAAP profit reflected a sharp drop in Longbridge segment earnings and losses in Corporate/Other.
Net income attributable to common stockholders was $40.4 million, or $0.31 per share, versus $54.4 million, or $0.43 per share, in Q2 2026.
Adjusted Distributable Earnings were $58.0 million, or $0.45 per share; the investment portfolio segment contributed $77.6 million.
Longbridge segment net income fell to $12.5 million from $30.2 million in the second quarter.
Issued $150 million of 7.375% senior unsecured notes due 2030 in September, bringing the series to $550 million outstanding.
Applied Optoelectronics entered a new Credit Agreement on October 30, 2026, with East West Bank as administrative agent, providing $30 million in revolving commitments and $170 million in initial term loan commitments. The company terminated its prior $35 million unused-revolver facility with BOK Financial on October 29, 2026, paying a $350,000 termination fee; the new facility matures October 30, 2030 and is secured by substantially all company assets.
New Credit Agreement dated October 30, 2026: $30 million revolving commitments and $170 million initial term loan commitments
Incremental term loan commitments of up to $50 million available subject to certain conditions
Prior Loan and Security Agreement dated July 31, 2025 terminated October 29, 2026; $350,000 termination fee paid
New facility matures October 30, 2030 and is secured by substantially all company assets
FRP Holdings reported a net loss attributable to the company of $165,000, or $(0.01) per share, for the quarter ended September 30, 2026, compared with net income of $662,000, or $0.03 per share, a year earlier. Total revenues rose 1.7% to $11.0 million, helped by a 10% increase in mining royalty revenue, but pro rata net operating income fell 5% to $9.0 million as multifamily and industrial results declined.
Q3 2026 net loss attributable to the company of $165,000, or $(0.01) per share, versus net income of $662,000, or $0.03 per share, in Q3 2025
Total revenues of $11.0 million, up 1.7%; mining royalty revenue rose 10%
Pro rata NOI fell 5% to $9.0 million; multifamily pro rata NOI fell 12% to $4.0 million
Nine-month net loss of $1,111,000, or $(0.06) per share, versus net income of $2,950,000 in the first nine months of 2025
Old National Bancorp furnished third-quarter 2026 investor presentation materials under Item 7.01, with the deck attached as Exhibit 99.1. The company reported record net income of $254 million and diluted EPS of $0.66, up from $0.65 in the prior quarter and $0.46 a year earlier, while repurchasing $100 million of common stock.
Net income of $254 million; net income applicable to common shares of $250 million, compared with $179 million a year earlier
Diluted EPS of $0.66 versus $0.65 in 2Q26 and $0.46 in 3Q25; adjusted EPS of $0.66, up 12% year over year
Repurchased $100 million, or 3.9 million shares, of common stock; $177 million of authorization remaining
Tangible book value per share was $13.77 at September 30, 2026, down from $14.32 at June 30, 2026
Viemed reported record third-quarter 2026 net revenue of $80.7 million, up 12.2% from a year earlier, and net income attributable to the company of $4.6 million, or $0.11 per diluted share, versus $0.09 a year earlier. It raised the low end of its 2026 revenue guidance to $316 million to $320 million but lowered the top of its Adjusted EBITDA range to $64 million to $66 million from $64 million to $68 million, so shareholders see higher revenue and profit alongside a narrower EBITDA outlook.
Q3 2026 net revenue $80.7 million, up $8.8 million or 12.2% year over year
Net income attributable to Viemed $4.6 million, or $0.11 per diluted share, versus $0.09 in Q3 2025
Adjusted EBITDA $17.1 million, up 5.8% year over year, with a margin of 21.1% of net revenue
2026 guidance: revenue $316 million to $320 million (low end raised from $314 million); Adjusted EBITDA $64 million to $66 million (high end lowered from $68 million)
Astera Labs disclosed that director Michael Hurlston resigned from its Board of Directors and all committees, effective November 3, 2026, after notifying the company on November 2, 2026. The filing states there were no disagreements with the company and that the resignation was not related to its operations, policies or practices.
Michael Hurlston resigned as a board member and from any committees, effective November 3, 2026
Notice of resignation was given to the company on November 2, 2026
Filing states no disagreements with the company and no link to operations, policies or practices
Service Properties Trust reported a third-quarter 2026 net loss of $87.9 million, or $0.68 per share, compared with a $46.9 million loss a year earlier, and total revenues fell to $399.5 million from $478.8 million. The company also cut its midpoint full-year 2026 Normalized FFO guidance by $0.13 per share and said its board unanimously rejected an unsolicited, non-binding $2.0 billion proposal from TKO to buy its hotel portfolio, which the board believes undervalues the portfolio.
Q3 2026 net loss of $87.9 million, or $0.68 per share, versus a $46.9 million loss in Q3 2025
Q3 2026 Normalized FFO of $0.34 per share, versus $1.02 in Q3 2025; the company said this exceeded consensus estimates
Full-year 2026 Normalized FFO guidance lowered to $1.07 to $1.22 per share from $1.20 to $1.35
In October 2026 the board rejected TKO's unsolicited $2.0 billion proposal for the hotel portfolio
CF Industries reported third-quarter 2026 results in a presentation dated November 4, 2026, filed as Exhibit 99.1, and will discuss them on a conference call on November 5, 2026. Net sales, net earnings and adjusted EBITDA all rose from the third quarter of 2025, which is the main measure shareholders would watch.
Q3 2026 net sales were $1,860 million, up from $1,659 million in Q3 2025
Q3 2026 net earnings attributable to common stockholders were $436 million, or $2.87 per diluted share, versus $353 million, or $2.19 per diluted share, a year earlier
Q3 2026 adjusted EBITDA was $833 million, up from $667 million; nine-month 2026 adjusted EBITDA was $3,008 million versus $2,072 million
As of September 30, 2026, $1.1 billion remained under the current $2 billion share repurchase authorization, which runs through 2029
At its November 4, 2026 annual meeting, Rallybio stockholders approved the issuance of Rallybio common stock to Avenzo securityholders under the May 31, 2026 merger agreement, a share issuance the filing says will result in a change of control. Stockholders also approved a reverse stock split at a ratio of 1-for-2 to 1-for-9, a name change to Avenzo Therapeutics, Inc., and an increase in authorized shares. The filing says the board will be reconstituted upon completion of the merger.
Share issuance to Avenzo securityholders approved with 4,506,703 votes for, 15,979 against, 14 abstaining and 267,624 broker non-votes.
Reverse split ratio range of 1-for-2 to 1-for-9 approved; final ratio to be mutually determined by Rallybio and Avenzo.
Authorized common shares to increase from 200,000,000 to 500,000,000; name change to Avenzo Therapeutics, Inc. approved.
Avenzo 2026 Equity Incentive Plan and 2026 Employee Stock Purchase Plan approved, both effective only upon completion of the merger.
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