US 8-K filings, October 22-23, 2026: companies report buybacks, dividends and leasing gains

Several companies said they returned cash to shareholders

The Form 8-K is the filing a US company makes to report a material event. Most of these filings carried third-quarter 2026 results.

• Boyd Gaming said it returned nearly $180 million through repurchases and dividends while investing in portfolio growth.
• Associated Banc-Corp said it repurchased $100 million of shares in the third quarter. It reported a common equity tier 1 (CET1) capital ratio, a measure of a bank's core capital, of 10.38% at September 30, 2026.
• Ameris Bancorp said its board replenished its share repurchase authorization. Ameris said it had repurchased $134.6 million of common stock in the prior 12 months.
• Balchem said it repurchased approximately $28 million of common stock in the third quarter and approximately $127 million over the trailing twelve months.
• Selective Insurance Group said it increased its quarterly dividend by 12% to $0.48 per share, extending its streak of annual increases to 13 years.

Two property businesses reported higher leasing and rents

• Kilroy Realty said it signed over 800,000 square feet of long-term leases in its West Coast markets in the third quarter, one of its highest quarterly leasing volumes since 2019. It said second-generation leases achieved rent growth of 30.6% under generally accepted accounting principles (GAAP) and cash rent growth of 9.7%, excluding short-term leasing.
• Rithm Capital's filing said Elecor increased year-to-date leasing to 1.0 million square feet and achieved portfolio rents 22% higher than in fiscal year 2025.

Banks reported cost control

The efficiency ratio compares a bank's costs with its revenue.

• Ameris Bancorp reported an adjusted efficiency ratio of 49.15% in the third quarter of 2026, compared with 50.42% in the prior quarter and 49.62% a year earlier.
• Eastern Bank said controlled expenses and higher net interest income resulted in a 47.5% operating efficiency ratio.
• Flagstar Bank said it continued to pay down wholesale borrowings.

Other companies cited growth in specific businesses

• Robert Half said its talent solutions returned to adjusted year-over-year revenue growth for the first time since 2022, with revenue increasing 2 percent.
• Gentex said its non-automotive revenue grew approximately 17% year over year and represented 15% of third-quarter revenue. Gentex said automotive revenue fell below forecast because of customer issues and delayed launches.