Executive Summary
Across 28 filings from NASDAQ-100 and related constituents on April 23, 2026, banking names dominate with mixed Q1 results showing YoY net income growth averaging ~40% (e.g., Richmond Mutual +40%, Dime +67%, Community West +38.6%) driven by NIM expansion (e.g., Amalgamated +9bps to 3.75%, Dime to 3.21%, Community West to 4.30%), but offset by rising provisions/NPLs (Amalgamated NPA to 1.08%, Dime NPL $57.1M). Tech/media leaders like Comcast (revenue +5.3% YoY), Tesla (revenues +16% YoY, gross profit +50%), Lam Research (revenue +23.8% YoY), and Intel (revenue +7% YoY) report solid top-line growth amid content/events, but earnings pressure from costs/restructuring; bullish capital returns surge with Netflix's $25B buyback, T-Mobile's $3.6B program increase to $18.2B, Comcast $1.3B repurchases, and Lam $3.6B treasury buys. Homebuilders like Century Communities face headwinds with revenue -12.6% YoY. Portfolio-level trends highlight NIM resilience vs credit deterioration in banks (6/9 banks with higher provisions/NPLs), robust buybacks/dividends signaling confidence (7 companies announcing/expanding returns), and reiterated guidance (Iridium FY OEBITDA $480-490M, Keurig FY sales $25.9-26.4B). Mergers advance (Richmond/Farmers Q2 close, Community West completed Apr 1), creating M&A catalysts. Overall, mixed sentiment (17/28 mixed) points to resilient growth but credit/opex risks, favoring capital return plays amid stabilizing macros.
Tracking the trend? Catch up on the prior Nasdaq 100 Stocks SEC Filings digest from April 16, 2026.
Investment Signals(12)
- Richmond Mutual Bancorporation↓(BULLISH)▲
Q1 NI +40% YoY to $2.8M, NIM to 3.10%, merger approvals received with Q2 close targeting 38% ownership for Farmers
- Amalgamated Financial↓(BULLISH)▲
Deposits +2.9% QoQ to $8.2B, NIM +9bps to 3.75%, political deposits +7.7% to $1.9B despite provision spike
- Comcast↓(BULLISH)▲
Revenue +5.3% YoY to $31.5B, Peacock subs +12% to 46M (+71% rev), $1.3B buybacks + $1.2B dividends, wireless adds 435K
- Dime Community Bancshares↓(BULLISH)▲
NI +67% YoY to $32.8M ($0.75 EPS), NIM to 3.21%, core deposits +$999M YoY, business loans +$576M YoY
- Tesla↓(BULLISH)▲
Revenues +16% YoY to $22.4B, automotive sales +20%, gross profit +50% to $4.7B, op cash flow $3.9B, Musk 20.3% ownership affirmed
- Netflix↓(BULLISH)▲
New $25B buyback authorization (no expiration) atop $6.8B remaining, signaling strong FCF confidence post-Q1 strength
- Lam Research↓(BULLISH)▲
Q3 FY26 revenue +23.8% YoY to $5.8B, NI +37.2% to $1.8B, 9-mo revenue +24.5%, op cash $4.4B despite $3.6B buybacks
- T-Mobile↓(BULLISH)▲
Shareholder return program +$3.6B to $18.2B thru 2026, Q2 dividend $1.02/share record May 29, consistent returns
- Community West Bancshares↓(BULLISH)▲
NI +38.6% YoY to $11.5M ($0.60 EPS), NIM +6bps to 4.30%, merger with United Security closed Apr 1 for Q2 synergies
- Keurig Dr Pepper↓(BULLISH)▲
Q1 sales +9.4% YoY to $3.98B (U.S. Refreshments +11.9%), JDE Peet’s acquisition closed Apr 1, FY guidance reaffirmed $25.9-26.4B
- Dime Community Bancshares (Pref)(BULLISH)▲
Q dividend $0.34375/share payable May 15 to record May 8, steady preferred returns
- Iridium Communications↓(NEUTRAL-BULLISH)▲
Service revenue +2% YoY to $158M, subscribers +5% to 2.555M, FY26 OEBITDA guidance $480-490M reiterated
Risk Flags(9)
- Richmond Mutual/Credit↓[HIGH RISK]▼
NPLs up to $17.6M (1.48%), provision +69% QoQ to $693K, noninterest income -14.7% QoQ
- Amalgamated Financial/Credit↓[HIGH RISK]▼
Provision $13.5M (+$9.2M multifamily reserve), NPA surge to $99.3M (1.08% assets), core NI -20% QoQ to $24.1M
- Comcast/Earnings↓[MEDIUM RISK]▼
NI -35.6% YoY to $2.2B, Adj EBITDA -16.8%, broadband losses 65K, video -322K, Media EBITDA loss $426M
- Dime Community/Credit↓[MEDIUM RISK]▼
Loans -1.3% QoQ/-2.3% YoY to $10.6B, deposits -1.9% QoQ, NPL $57.1M up QoQ, provisions $12.3M up
- Iridium Communications/Earnings↓[MEDIUM RISK]▼
NI -29% YoY to $21.6M, OEBITDA -4.8% to $116.3M, equip sales -13%, gov subs -9% to 121K
- Century Communities/Revenue↓[HIGH RISK]▼
Revenues -12.6% YoY to $790M, NI -38% to $24M ($0.84 EPS), home sales -16.9%, op cash use +38% to $50M
- Keurig Dr Pepper/Earnings↓[MEDIUM RISK]▼
Adj EPS -7.1% to $0.39, op income -5.6% to $756M, coffee sales -2.3%, intl volume -0.7%
- Intel/Earnings↓[HIGH RISK]▼
GAAP NI loss widens to -$3.7B (restructuring $4.1B), All Other -33% YoY despite revenue +7%
- Acadia Healthcare/Leadership↓[LOW-MEDIUM RISK]▼
CFO Todd Young departs Apr 30 for PE role, interim David Duckworth appointed May 1 amid guidance reaffirm
Opportunities(10)
- Richmond Mutual/Merger↓(OPPORTUNITY)◆
Regulatory approvals, shareholder votes May 26-27, Q2 close at 3.40x exchange (Farmers owns 38% post), accretion potential
- Comcast/Peacock Growth↓(OPPORTUNITY)◆
Subs +12% to 46M, rev +71% >$2B, Olympics/Super Bowl tailwinds, wireless +435K lines to 9.7M
- Tesla/Growth↓(OPPORTUNITY)◆
Auto sales +20% YoY, services +42% to $3.7B, inventory +16% QoQ positions for volume ramp, Musk conviction at 20.3% stake
- Netflix/Buybacks↓(OPPORTUNITY)◆
$25B new program + $6.8B remaining, flexible execution amid content dominance
- Lam Research/Margins↓(OPPORTUNITY)◆
Revenue +23.8% YoY, NI +37.2%, equity +7.3% YoY to $10.6B post-buybacks, semi cycle upturn
- T-Mobile/Capital Returns↓(OPPORTUNITY)◆
Program to $18.2B thru 2026, dividends $1.02/share Q2 record May 29, wireless leadership
- Community West/Merger↓(OPPORTUNITY)◆
United Security merger closed Apr 1 (Q2 impact), NIM 4.30%, capital 14.24% TRBC, dividend $0.12 May 22
- Acadia Healthcare/Guidance↓(OPPORTUNITY)◆
Q1 rev $820-830M/$130-137M EBITDA, FY $3.37-3.45B/$575-610M reaffirmed post-CFO transition, earnings Apr 29/30
- Keurig Dr Pepper/Acquisition↓(OPPORTUNITY)◆
JDE Peet’s closed Apr 1, U.S. Refreshments +11.9%, FY low-double-digit Adj EPS growth
- Intel/Guidance↓(OPPORTUNITY)◆
Q2 revenue $13.8-14.8B, non-GAAP EPS $0.20, DCAI +22% YoY signals foundry recovery
Sector Themes(6)
- Banking NIM Resilience vs Credit Deterioration◆
7/9 banks (e.g., Amalgamated +9bps, Dime +to 3.21%, Community West +6bps to 4.30%) show NIM expansion avg +10-20bps QoQ, but provisions/NPLs up (Amalgamated NPA 1.08%, Dime $57M NPL, Richmond 1.48%); implies deposit strength but watch CRE/multifamily risks
- Robust Capital Returns in Media/Telecom◆
4/5 (Netflix $25B buyback, T-Mobile +$3.6B to $18.2B, Comcast $1.3B repurchases +$1.2B div, Dime pref div) expand returns totaling >$50B potential, signaling FCF confidence amid revenue growth (+5-9% YoY)
- Mixed Tech Earnings Amid Growth◆
Semis/media strong revenue (Lam +23.8%, Intel +7%, Comcast +5.3%, Tesla +16%) but NI pressure (Comcast -36%, Intel -$3.7B loss, Iridium -29%); avg gross profit/margins improving (Tesla +50%, Lam +37%) favors quality names
- Homebuilder Weakness◆
Century Communities revenues -12.6% YoY, NI -38%, inventories +4.9% QoQ signals oversupply; contrasts bank loan growth, potential short vs home price stabilization
- M&A Momentum in Regional Banks◆
3 deals advancing (Richmond/Farmers Q2 close, Community West Apr 1 complete, Dime hires/rebrand); exchange ratios accretive, watch for more consolidation amid flat assets/loans
- Guidance Stability◆
6/28 reiterate/affirm FY/Q2 (Iridium flat+2% service, Keurig $25.9-26.4B sales, Intel $13.8-14.8B Q2, Acadia FY $3.37-3.45B); reduces uncertainty post-Q1 beats/misses
Watch List(8)
Shareholder approvals May 26-27, Q2 close; monitor for any delays post-regulatory OK [May 26-27, 2026]
Multifamily $2.2B (232% risk capital), $9.2M reserve; track NPA trends in next quarter [Ongoing]
Q1 details, Peacock trajectory, broadband losses; implied post-Apr 23 [Near-term]
New hires, 'Dime Commercial Bank' Q2 launch, loan originations $220M Q1; deposit/loan momentum [Q2 2026]
+16% QoQ to $14.4B, SpaceX $2B invest; watch Q2 deliveries vs regulatory credits -36% [Q2 2026]
Q1 results Apr 29 close, call Apr 30 9AM ET; CFO transition impact on FY guide $575-610M EBITDA [Apr 29-30, 2026]
Apr 1 close, FY sales $25.9-26.4B guide; monitor coffee sales recovery post -2.3% [Q2 2026]
Revenue $13.8-14.8B, EPS $0.20 non-GAAP; restructuring $4.1B fallout, foundry progress [Q2 2026]
Filing Analyses(28)
23-04-2026
Richmond Mutual Bancorporation reported Q1 2026 net income of $2.8 million ($0.28 diluted EPS), up 40% from $2.0 million ($0.20 EPS) in Q1 2025 driven by higher net interest income (up 11.6% to $11.4 million) and improved NIM to 3.10%, but down from $3.4 million ($0.35 EPS) in Q4 2025 due to higher provision for credit losses ($693,000 vs $409,000), lower noninterest income (down 14.7%), and higher noninterest expense. Assets, loans, and deposits remained flat at $1.5 billion, $1.2 billion, and $1.1 billion, respectively, while nonperforming loans ticked up to $17.6 million (1.48%). The company provided an update on its merger with Farmers Bancorp, with regulatory approvals received and shareholder votes scheduled for May 26-27, 2026, targeting Q2 2026 close.
- ·Merger exchange ratio: 3.40 shares of RMBI common stock per Farmers Bancorp share; Farmers shareholders expected to own 38% post-merger.
- ·Merger agreement signed November 11, 2025; Farmers Bancorp shareholder meeting May 26, 2026; RMBI shareholder meeting May 27, 2026.
- ·Nonrecurring expenses in Q1 2026: $188K core processor fees, $263K fraud losses, $150K real estate taxes on nonaccrual loan.
- ·Net charge-offs Q1 2026: $347K vs $369K Q4 2025 and $395K Q1 2025.
- ·Book value per share $13.80 at March 31, 2026 (down from $13.88 at Dec 31, 2025).
23-04-2026
Amalgamated Financial Corp. reported strong Q1 2026 results with net revenue of $93.4 million, up 9.7% QoQ from $85.2 million, net interest margin expanding 9 basis points to 3.75%, on-balance sheet deposits growing $228.9 million or 2.9% to $8.2 billion, and net loans increasing $65.5 million or 1.3% to $5.0 billion. However, net income declined $1.4 million or 5.3% QoQ to $25.2 million, driven by provision expense rising to $13.5 million including a $9.2 million reserve for a single multifamily borrower, with nonperforming assets surging to $99.3 million or 1.08% of assets from $28.7 million. Core net income fell sharply to $24.1 million from $30.0 million.
- ·Multifamily and commercial real estate loan portfolios totaled $2.2 billion with concentration of 232% to total risk-based capital.
- ·Off-balance sheet deposits increased $71.9 million or 6.8% to $1.1 billion.
- ·Political deposits increased $132.9 million or 7.7% to $1.9 billion.
- ·Repurchased approximately 80,000 shares with $8.4 million remaining capacity under repurchase program.
- ·Tangible book value per share increased 1.6% to $26.59.
- ·Conference call held April 23, 2026 at 11:00 am ET.
23-04-2026
Comcast reported Q1 2026 consolidated revenue of $31,457 million, up 5.3% YoY (10.9% pro forma), driven by strong Content & Experiences growth including $2.2 billion from Olympics and Super Bowl, record domestic wireless line additions of 435,000 to 9.7 million total, Peacock paid subscribers up 12% to 46 million with 71% revenue growth surpassing $2 billion, and Theme Parks EBITDA up 33% to $551 million. However, net income attributable to Comcast fell 35.6% to $2,174 million, Adjusted EBITDA declined 16.8% to $7,929 million (8.8% pro forma decline), domestic residential broadband net losses were 65,000 (improved YoY from 183,000 but still a loss), video customers declined 322,000, and Residential Connectivity & Platforms revenue dropped 1.9%. Free cash flow was $3,901 million, with $2.5 billion returned to shareholders via $1.2 billion dividends and $1.3 billion share repurchases.
- ·Pro forma Adjusted EBITDA declined 8.8% to $7,929 million reflecting Versant separation on January 2, 2026.
- ·Media Adjusted EBITDA loss of $426 million, including Peacock loss of $432 million.
- ·Capital expenditures increased 4.4% to $2.4 billion.
- ·Connectivity & Platforms Adjusted EBITDA margin contracted 140 bps to 39.6%.
- ·Domestic broadband revenue down 5.1% to $6,338 million due to lower rates and customer losses.
23-04-2026
Iridium Communications Inc. reported Q1 2026 total revenue of $219.1 million, up 2% YoY, driven by 2% service revenue growth to $158.0 million and 5% increase in total billable subscribers to 2,555,000, led by commercial IoT. However, net income declined to $21.6 million from $30.4 million YoY, OEBITDA fell to $116.3 million from $122.1 million due to changes in incentive compensation, equipment sales dropped 13% to $20.2 million, and several segments like commercial broadband (-5%) and government subscribers (-9% to 121,000) underperformed. The company reiterated FY2026 outlook with service revenue flat to +2% and OEBITDA of $480-490 million.
- ·Commercial service revenue $130.4M, 60% of total revenue.
- ·Government service revenue $27.6M, up 3% YoY.
- ·Commercial voice/data ARPU $48 (up from $45).
- ·Commercial IoT ARPU $7.63 (down from $7.75).
- ·Commercial broadband ARPU $254 (down from $261).
- ·Net leverage 3.4x TTM OEBITDA.
- ·FY2026 OEBITDA guidance $480-490M impacted by $17M incentive comp change.
- ·Cash taxes < $10M/year through 2027.
23-04-2026
Tesla's Q1 2026 total revenues rose 16% YoY to $22,387 million, fueled by 20% growth in automotive sales to $15,473 million and 42% increase in services to $3,745 million, while gross profit surged 50% to $4,720 million and net income attributable to common stockholders increased 16% to $477 million. However, automotive regulatory credits declined 36% to $380 million, energy generation and storage revenues fell 12% to $2,408 million, automotive leasing dropped 15% to $381 million, and other comprehensive loss was $27 million versus income of $246 million prior year. Operating cash flow strengthened to $3,937 million, but investing cash outflow widened to $5,023 million including a $2,002 million SpaceX equity investment.
- ·Inventory increased 16% QoQ to $14,434 million as of March 31, 2026.
- ·Digital assets decreased to $786 million from $1,008 million QoQ.
- ·Net cash used in investing activities was $5,023 million, up from $1,651 million YoY.
- ·Stock-based compensation expense was $1,093 million in Q1 2026 vs. $662 million in Q1 2025.
- ·Diluted EPS was $0.13 in Q1 2026 vs. $0.12 in Q1 2025.
23-04-2026
On April 22, 2026, the Board of Directors of Netflix, Inc. authorized an additional $25 billion share repurchase program for the company's common stock, with no expiration date, adding to the December 2024 authorization under which approximately $6.8 billion remained available as of March 31, 2026. Repurchases may be conducted via open market transactions compliant with Rule 10b-18, including Rule 10b5-1 trading plans, or other methods, though the company is not obligated to repurchase any specific shares and may discontinue at any time depending on market conditions and other factors.
- ·Repurchases may be effected through open market repurchases, privately-negotiated transactions, accelerated stock repurchase plans, block purchases, or other techniques.
- ·Timing and actual number of shares repurchased will depend on stock price, economic conditions, business factors, and alternative investment opportunities.
23-04-2026
Community Health Systems, Inc. announced on April 22, 2026, that its wholly owned subsidiary, CHS/Community Health Systems, Inc., commenced a cash tender offer to purchase up to $600,000,000 aggregate purchase price of its outstanding 4.750% Senior Secured Notes due 2031 and 10.875% Senior Secured Notes due 2032. The press release detailing the tender offer is attached as Exhibit 99.1 and incorporated by reference.
- ·Tender offer targets: 4.750% Senior Secured Notes due 2031 and 10.875% Senior Secured Notes due 2032
- ·Filing submitted on April 23, 2026, reporting event of April 22, 2026
23-04-2026
Shenandoah Telecommunications Company held its 2026 annual meeting of shareholders on April 21, 2026, electing directors Matthew S. DeNichilo (36,148,022 votes for), Kenneth L. Quaglio (35,884,385 for), and Michael A. Rhymes (36,117,763 for) to three-year terms expiring in 2029, with against votes under 1 million each and 8,045,543 broker non-votes. Shareholders ratified RSM US LLP as independent auditors with 44,613,720 votes for and only 79,837 against, and approved non-binding named executive officer compensation with 35,844,332 for versus 790,299 against and 8,045,543 broker non-votes. Post-meeting, executives Christopher French, Edward McKay, and James Volk provided a company presentation attached as Exhibit 99.1.
23-04-2026
Century Communities, Inc. reported total revenues of $789,673 thousand for the three months ended March 31, 2026, down 12.6% YoY from $903,232 thousand, driven by a 16.9% decline in home sales revenues to $734,106 thousand while financial services revenues increased 20.8% to $22,396 thousand. Net income decreased 38.0% YoY to $24,409 thousand ($0.84 diluted EPS) from $39,384 thousand ($1.26 diluted EPS), with most segments showing YoY declines such as Mountain (-28.8%) and West (-13.3%). However, inventories rose 4.9% QoQ to $3,525,742 thousand and total assets increased 1.1% to $4,509,785 thousand.
- ·Net cash used in operating activities increased to $50,321 thousand from $36,580 thousand YoY.
- ·Company repurchased 617 thousand shares for $40,012 thousand and paid dividends of $9,313 thousand during the quarter.
- ·Revolving line of credit balance increased to $203,700 thousand as of March 31, 2026 from $51,500 thousand at December 31, 2025.
- ·Stockholders' equity decreased 1.5% QoQ to $2,553,199 thousand.
23-04-2026
Keurig Dr Pepper reported Q1 2026 net sales growth of 9.4% to $3.98 billion on a GAAP basis (8.1% constant currency), led by U.S. Refreshment Beverages (+11.9% to $2.6 billion), but U.S. Coffee sales declined 2.3% to $857 million and International volume/mix fell 0.7%. Adjusted diluted EPS decreased 7.1% to $0.39 amid inflationary pressures and higher SG&A, while the company completed its acquisition of JDE Peet’s on April 1 and reaffirmed 2026 guidance for net sales of $25.9-$26.4 billion and low-double-digit constant currency Adjusted EPS growth.
- ·GAAP operating income decreased 5.6% to $756 million.
- ·Adjusted operating income decreased 1.9% to $838 million (21.1% of net sales).
- ·U.S. Refreshment Beverages Adjusted operating income increased 9.8% to $742 million (28.5% of net sales).
- ·U.S. Coffee Adjusted operating income decreased 21.3% to $199 million (23.2% of net sales).
- ·International Adjusted operating income decreased 15.1% to $87 million (16.7% of net sales).
- ·2026 guidance includes 4-6% constant currency Adjusted diluted EPS growth for legacy business plus JDE Peet’s contribution.
23-04-2026
Iridium Communications Inc. reported Q1 2026 total revenue of $219.1M, up 2% YoY from $214.9M, driven by growth in services (+2%) and engineering support (+9%), but offset by a 13% decline in subscriber equipment sales. Operating income fell 16% YoY to $50.7M due to higher operating expenses (+9%), leading to net income of $21.6M, down 29% YoY from $30.4M. Cash from operations improved 17% YoY to $71.6M, with cash and equivalents rising to $111.6M at quarter-end.
- ·Total assets increased slightly to $2,532.3M at March 31, 2026 from $2,531.0M at December 31, 2025.
- ·Stockholders’ equity rose to $468.4M from $462.6M QoQ.
- ·Capital expenditures increased 22% YoY to $30.0M.
- ·No repurchases of common stock in Q1 2026, compared to $70.5M in Q1 2025.
23-04-2026
Immunic, Inc. amended its Certificate of Incorporation to effect a 1-for-10 reverse stock split of its common stock, effective at 12:01 AM Eastern Time on April 27, 2026. Under the amendment, every 10 shares of old common stock are reclassified into 1 share of new common stock, with no fractional shares issued; instead, fractional interests are aggregated, sold on the open market, and proceeds distributed in cash to affected holders. The amendment was duly adopted by the board of directors and stockholders pursuant to Delaware law.
- ·Certificate executed on April 22, 2026
- ·Filing date: April 23, 2026
- ·Common stock par value: $0.0001 per share
23-04-2026
Muncy Columbia Financial Corporation (CCFN) filed an 8-K on April 23, 2026, announcing under Item 8.01 the issuance of a press release declaring a stock split, attached as Exhibit 99.1. The filing includes no additional financial details or metrics.
- ·Filing Type: 8-K (Items 8.01, 9.01)
- ·State of Incorporation: Pennsylvania
- ·Commission File Number: 000-19028
- ·I.R.S. Employer Identification No.: 23-2254643
- ·Principal Executive Offices: 1199 Lightstreet Road, Bloomsburg, PA 17815
23-04-2026
Elon R. Musk filed a Schedule 13G/A on April 23, 2026, reporting beneficial ownership of 717,112,739 shares of Tesla, Inc. common stock, representing 20.3% of the 3,755,723,871 shares outstanding as of April 16, 2026. This includes 413,152,109 shares held by the Elon Musk Revocable Trust and options to purchase 303,960,630 shares exercisable within 60 days of April 21, 2026; excludes 96,000,000 shares from the forfeited 2025 CEO Interim Award and 423,743,904 shares from the 2025 CEO Performance Award over which he disclaims beneficial ownership due to a voting agreement.
- ·Filing as of April 21, 2026 under Rule 13d-1(d)
- ·Options subject to service-based forfeiture condition per Implementation Agreement
- ·2025 CEO Performance Award shares voted proportionately by Tesla's secretary via irrevocable proxy
23-04-2026
Intel reported Q1 2026 revenue of $13.6 billion, up 7% YoY, driven by Intel Products (+9%) with DCAI up 22% and Foundry up 16%; however, GAAP net loss attributable to Intel widened to $(3.7) billion from $(0.8) billion due to $4.1 billion in restructuring charges, and the All Other segment declined 33% YoY. Non-GAAP EPS was $0.29, up 123% YoY, with gross margin improving to 39.4% GAAP (up 2.5 ppts). Q2 2026 guidance projects revenue of $13.8-14.8 billion, GAAP EPS of $0.08, and non-GAAP EPS of $0.20.
- ·Generated $1.1 billion in cash from operations in Q1 2026.
- ·Deconsolidated Altera effective September 12, 2025, after sale of 51% stake; Altera results previously in 'All Other'.
- ·Repurchased 49% minority equity interest in Fab 34 joint investment entity in Ireland.
- ·Q2 2026 guidance: Revenue $13.8-14.8 billion; GAAP gross margin 37.5%, non-GAAP 39.0%; tax rate GAAP 4%, non-GAAP 11%.
- ·Expanded assembly and test capacity in Penang, Malaysia.
23-04-2026
Inmune Bio, Inc. (INMB) filed a DEF 14A proxy statement on April 23, 2026, for its Annual Meeting of Stockholders scheduled for June 16, 2026, at 10:00 AM ET via virtual webcast. The filing includes XBRL-tagged pay versus performance disclosures detailing equity award values, changes in fair value, vesting details, and exclusions for Principal Executive Officer (PEO) David Moss, former PEO RJ Tesi, and non-PEO NEOs across 2023-2025; no specific numerical values are provided in the filing excerpt. Proxies are solicited to David Moss and Cory Ellspermann.
- ·Annual Meeting via live webcast at www.virtualshareholdermeeting.com/INMB2026
- ·Fiscal year end: December 31
- ·State of incorporation: NV
- ·Business address: 225 NE Mizner Blvd, Suite 640, Boca Raton, FL 33432
23-04-2026
This 10-K/A filing for Canadian Pacific Kansas City Ltd (CP) details director skills and qualifications across multiple areas including senior executive leadership, financial expertise, transportation industry knowledge, and safety/climate expertise. In the 2025 STIP scorecard, the company met its operating ratio target at 60.4% (100% score) and exceeded safety targets with FRA Train Accident Frequency at 0.85 (200% score) and FRA Personal Injury Frequency at 0.92 (200% score), but missed the operating income target with $6,112 million actual vs. $6,216 million target (73% score), yielding a 121% corporate performance factor for NEOs.
- ·Director skills include senior executive leadership, accounting & financial literacy/expertise, environment/health/safety and climate expertise, executive compensation/human resources, transportation industry knowledge, governance, government/regulatory affairs and legal, risk management, sales & marketing, strategic oversight, investment management, and information technology.
- ·President and Chief Executive Officer appointed January 31, 2017.
- ·STIP targets adjusted for 2025 due to foreign exchange rates and 2024 regulatory changes, leading to slight YoY increase in operating ratio targets.
23-04-2026
Lam Research Corp reported strong Q3 FY2026 results with revenue of $5,841,488 thousand, up 23.8% YoY from $4,720,175 thousand, and net income of $1,825,460 thousand, up 37.2% YoY from $1,330,667 thousand. For the nine months ended March 29, 2026, revenue increased 24.5% YoY to $16,510,452 thousand and net income rose 37.1% YoY to $4,988,114 thousand. However, cash and cash equivalents declined 25.7% QoQ to $4,750,936 thousand from $6,390,659 thousand, driven by $3,604,783 thousand in treasury stock purchases and $945,317 thousand in dividends.
- ·Inventories decreased to $3,999,992 thousand as of March 29, 2026 from $4,307,991 thousand as of June 29, 2025.
- ·Total stockholders’ equity increased to $10,584,779 thousand as of March 29, 2026 from $9,861,619 thousand as of June 29, 2025.
- ·Net cash provided by operating activities for nine months ended March 29, 2026 was $4,400,429 thousand, up from $3,619,076 thousand YoY.
23-04-2026
T-Mobile US, Inc. announced that its Board of Directors authorized an increase to the 2026 Shareholder Return Program by up to $3.6 billion, raising the total from up to $14.6 billion to up to $18.2 billion through December 31, 2026. The program supports common stock repurchases and cash dividends, including the Q1 2026 dividend of $1.02 per share paid on March 12, 2026, and the Q2 2026 dividend of $1.02 per share payable on June 11, 2026 to shareholders of record on May 29, 2026. Repurchases and dividends are subject to market conditions, Company performance, and Board discretion, with no obligation to utilize the full amount.
- ·Share repurchases may use open market purchases, 10b5-1 plans, accelerated share repurchases, or privately negotiated transactions.
- ·Program end date: December 31, 2026.
- ·Q2 2026 dividend record date: May 29, 2026.
23-04-2026
Acadia Healthcare Company, Inc. (ACHC) appointed David Duckworth, former CFO from 2012-2023, as Interim CFO effective May 1, 2026, succeeding Todd Young who departs April 30, 2026, for a CFO role at a private equity-backed animal health company. The company reaffirmed its Q1 2026 guidance of $820-830 million revenue and $130-137 million Adjusted EBITDA, and full-year 2026 guidance of $3.37-3.45 billion revenue and $575-610 million Adjusted EBITDA, with no changes indicating stable outlook amid the leadership transition. As of December 31, 2025, Acadia operates 277 behavioral healthcare facilities with over 12,500 beds, 25,000 employees, and serves more than 84,000 patients daily.
- ·Q1 2026 Adjusted EPS guidance: $0.25 to $0.30
- ·Full-Year 2026 Adjusted EPS guidance: $1.30 to $1.55
- ·Q1 2026 results to be issued after market close on April 29, 2026; earnings call on April 30, 2026 at 9 a.m. EDT
- ·Search for permanent CFO ongoing
- ·Facilities in 40 states and Puerto Rico
23-04-2026
Dime Community Bancshares, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.34375 per share on the Company's 5.50% Fixed-Rate Non-Cumulative Perpetual Preferred Stock, Series A. The dividend is payable on May 15, 2026 to holders of record as of May 8, 2026. No other financial metrics or period comparisons were disclosed.
- ·Principal executive offices: 898 Veterans Memorial Highway, Suite 560, Hauppauge, New York 11788.
- ·Telephone: (631) 537-1000.
- ·Securities listed on The New York Stock Exchange.
23-04-2026
Chemung Financial Corp (CHMG) filed a DEFA14A Definitive Additional Proxy Materials on April 23, 2026, as part of its 2026 proxy statement using the notice-and-access delivery method. This Schedule 14A filing is pursuant to Section 14(a) of the Securities Exchange Act of 1934 and requires no filing fee. No specific financial metrics, voting items, or other substantive details are provided in the filing header.
- ·Filing categorized as Definitive Additional Materials under Rule 240.14a-12.
23-04-2026
Chemung Financial Corporation's DEF 14A proxy statement, filed April 23, 2026, solicits votes for its virtual annual shareholder meeting on June 2, 2026, at 2:00 p.m. ET, including the election of four directors for a three-year term expiring in 2029, an advisory 'Say-on-Pay' vote on 2025 named executive officer compensation, and ratification of Crowe LLP as independent auditors for the fiscal year ending December 31, 2026. The record date is April 6, 2026, with 4,819,440 shares of common stock outstanding entitled to vote.
- ·Annual meeting held virtually at https://edge.media-server.com/mmc/p/az7fbtio (password: chemung2026).
- ·Voting methods: online at www.voteproxy.com, phone 1-800-776-9437 (US) or 1-201-299-4446 (international), mail proxy card.
- ·Beneficial owners must register in advance with legal proxy by May 28, 2026, 5:00 p.m. EST.
23-04-2026
Keurig Dr Pepper's Q1 2026 net sales increased 9% YoY to $3,976 million from $3,635 million, with gross profit up 6% to $2,098 million. However, income from operations declined 6% to $756 million due to higher SG&A expenses, and net income dropped 48% to $270 million from $517 million amid elevated interest expense of $281 million and other expenses. The balance sheet expanded significantly with total assets reaching $73,140 million, driven by major financing inflows including $6,003 million Maple Notes, $4,489 million net proceeds from convertible preferred stock, $3,626 million delayed draw term loan, and $3,948 million from non-controlling interest sale.
- ·Restricted cash and equivalents surged to $17,818 million from $18 million QoQ.
- ·Long-term obligations increased to $20,891 million from $13,036 million QoQ.
- ·Comprehensive income fell to $52 million from $518 million YoY, with other comprehensive loss of $218 million.
- ·Operating cash flow rose 34% YoY to $281 million.
- ·Cash dividends paid $312 million, $0.23 per share.
23-04-2026
The Federal Home Loan Bank of San Francisco announced the creation of a direct financial obligation via a consolidated obligation bond with a par value of $500,000,000, traded on April 20, 2026, settling April 21, 2026, maturing May 21, 2027, and bearing a fixed coupon rate of 3.840%. The bond features Optional Principal Redemption (Bermudan style) with the next call date on October 21, 2026. This issuance is routine funding through capital markets, jointly backed by the eleven Federal Home Loan Banks but not by the U.S. government; no period-over-period comparisons are provided.
- ·CUSIP: 3130BAFR3
- ·Next Pay Date: October 21, 2026
- ·Next Call Date: October 21, 2026
- ·Schedule A excludes discount notes with maturity of one year or less issued in ordinary course
- ·Total outstanding consolidated obligations reported in periodic SEC filings
23-04-2026
Comcast Corporation's Q1 2026 revenue increased 5% YoY to $31,457 million from $29,887 million, supported by strong growth in Media external revenue (+75%) and Business Services Connectivity (+6%), while Residential Connectivity & Platforms saw a slight 2% decline. However, operating income fell 27% to $4,135 million amid a 29% surge in programming and production costs to $10,884 million, leading to net income attributable to Comcast dropping 36% to $2,174 million and diluted EPS declining to $0.60 from $0.89. Segment Adjusted EBITDA was mixed, with Media posting a loss of $426 million (vs $107 million profit) but improvements in Studios (+102%) and Theme Parks (+33%).
- ·Cash and cash equivalents decreased to $9,517 million end of Q1 2026 from $10,559 million beginning, with net cash used in financing activities of $5,008 million including $1,502 million stock repurchases.
- ·Total debt (current + noncurrent) stood at $94,612 million as of March 31, 2026, down from $98,937 million at December 31, 2025.
- ·Goodwill decreased to $53,374 million from $61,502 million year-end 2025, impacted by Versant separation.
- ·Common stock repurchases: $1,502 million in Q1 2026 vs $2,240 million in Q1 2025.
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