Dow Jones 30 Stocks SEC Filings — August 12, 2026

12-08-2026

Cisco reported record Q4 FY2026 revenue of $17.3B, up 18% YoY, with GAAP EPS of $0.97 (up 52%) and non-GAAP EPS of $1.22 (up 23%). Full-year revenue grew 12% to $63.3B, with GAAP EPS up 31% and non-GAAP EPS up 14%. However, services revenue was flat in Q4, and cash flow from operations for FY2026 was flat at $14.2B. The company raised its AI infrastructure expectations, with $4B in Q4 orders and $9.3B for FY2026, and provided strong Q1 and FY2027 guidance.

• · Q4 GAAP operating margin was 24.7%; non-GAAP operating margin was 35.9%.
• · FY2026 GAAP operating margin was 24.3%; non-GAAP operating margin was 34.8%.
• · Q4 GAAP gross margin was 64.1%; non-GAAP gross margin was 66.3%.
• · Q4 product revenue grew 24% YoY, while services revenue was flat.
• · Q4 revenue by geography: Americas up 18%, EMEA up 19%, APJC up 14%.
• · Q4 product orders up 35% YoY overall, up 25% excluding hyperscalers.
• · Networking product orders grew 40% YoY in Q4, marking eighth consecutive quarter of double-digit growth.
• · Q4 cash flow from operations was $5.4B, up 27% YoY.
• · FY2026 cash flow from operations was $14.2B, flat YoY.
• · Q4 GAAP tax provision rate was 21.8%; non-GAAP tax provision rate was 18.8%.
• · Q4 GAAP operating expenses were $6.8B, up 10% YoY; non-GAAP operating expenses were $5.2B, up 5%.
• · Q4 GAAP operating income was $4.3B, up 38%; non-GAAP operating income was $6.2B, up 23%.
• · FY2026 GAAP operating income was $15.4B, up 31%; non-GAAP operating income was $22.0B, up 13%.
• · Cash and investments at end of Q4 FY2026 were $15.9B, down from $16.6B at end of Q3 FY2026 and down from $16.1B at end of FY2025.
• · RPO was $46.7B, up 7% total; product RPO up 9%, services RPO up 6%.
• · Deferred revenue was $29.8B, up 3% total; product deferred revenue up 2%, services deferred revenue up 4%.
• · Q1 FY2027 guidance: revenue $18.0B-$18.2B, non-GAAP EPS $1.32-$1.34, GAAP EPS $1.08-$1.10.
• · FY2027 guidance: revenue $72.2B-$73.4B, non-GAAP EPS $5.05-$5.11, GAAP EPS $4.00-$4.06.
• · Q4 dividend of $0.42 per share declared, payable October 21, 2026.
• · Acquisitions closed in Q4: Galileo Technologies (observability) and Astrix Securities (NHI security).

12-08-2026

JPMorgan Chase & Co filed its quarterly 13F-HR with the SEC for the period ending June 30, 2026, reporting its institutional holdings as of that date. The filing details equity and option positions across thousands of securities, managed by multiple JPMorgan affiliates. The report shows significant long positions in major companies such as AbbVie Inc. ($7.26B), 3M Co. ($4.78B), and Abbott Laboratories ($730.9M), alongside a mix of smaller holdings and options activity.

• · The filing includes 34,064 individual holdings with a total reported value of approximately $18.07 billion.
• · JPMorgan holds significant call and put options on AbbVie Inc. ($103.0M calls, $54.6M puts) and 3M Co. ($7.3M calls, $5.8M puts).
• · The filing covers holdings managed by 18 different JPMorgan affiliates, including J.P. Morgan Investment Management Inc., J.P. Morgan Securities LLC, and JPMorgan Asset Management (UK) Ltd.
• · Notable smaller positions include 51Talk Online Education Group ADR ($566.9K), 1RT Acquisition Corp. common stock ($545.1K) and units ($517.0K), and Abrdn Physical Palladium Shares ($816.7K).
• · The report is filed for the period ending June 30, 2026, and was submitted on August 12, 2026.

12-08-2026

EVP&Pres, Merck Animal Heallth DeLuca Richard R. sold 20,784 Common Stock at $130.43 (~$2.71M). 5 transactions reported in total. DeLuca Richard R. holds 110,167.07 shares after the transaction.

• · EVP&Pres, Merck Animal Heallth DeLuca Richard R. sold 20,784 Common Stock at $130.43 (~$2.71M)
• · EVP&Pres, Merck Animal Heallth DeLuca Richard R. sold 7,410 Common Stock at $131.33 (~$973K)
• · EVP&Pres, Merck Animal Heallth DeLuca Richard R. sold 5,427 Common Stock at $132.35 (~$718K)
• · EVP&Pres, Merck Animal Heallth DeLuca Richard R. sold 11,099 Common Stock at $131.61 (~$1.46M)
• · EVP&Pres, Merck Animal Heallth DeLuca Richard R. sold 600 Common Stock at $132.04 (~$79.2K)

12-08-2026

Director NORA JOHNSON SUZANNE M was awarded 1,262 Common Stock. NORA JOHNSON SUZANNE M holds 2,410 shares after the transaction.

• · Director NORA JOHNSON SUZANNE M was awarded 1,262 Common Stock
• · Director NORA JOHNSON SUZANNE M was awarded 1,148 Common Stock

12-08-2026

American Express filed a Certificate of Amendment to its Certificate of Incorporation to create a new series of preferred shares: the 6.450% Fixed Rate Reset Noncumulative Preferred Shares, Series E. The amendment authorizes 1,600 shares with a liquidation preference of $1,000,000 per share, carrying a fixed dividend rate of 6.450% until September 15, 2031, after which the rate resets to the Five-Year Treasury Rate plus 2.119%. The shares are noncumulative and perpetual, subject to potential redemption upon a Regulatory Capital Event.

• · The Certificate of Amendment was filed under Section 805 of the New York Business Corporation Law.
• · The original Certificate of Incorporation was filed on June 10, 1965.
• · Dividends are payable quarterly on March 15, June 15, September 15, and December 15, beginning September 15, 2026.
• · Dividends are noncumulative; if not declared for a period, holders have no right to receive them later.
• · The First Reset Date is September 15, 2031.
• · The shares are perpetual but may be redeemed upon a Regulatory Capital Event.
• · The Series E Preferred Shares rank junior to all of the Corporation's indebtedness and other liabilities.

12-08-2026

Capital World Investors disclosed a 6.0% beneficial ownership stake in NIKE, Inc. as of June 30, 2026, holding 72,568,069 shares of common stock. The filing was made under Rule 13d-1(b) on Schedule 13G, indicating passive investment intent without control influence. No period-over-period comparison is available as this is a snapshot filing.

• · Filing date: August 12, 2026; date of change: August 12, 2026.
• · Capital World Investors is a division of Capital Research and Management Company and its affiliates.
• · The filing certifies passive intent under Rule 13d-1(b).
• · Sole voting power: 72,347,784 shares; shared voting power: 0; sole dispositive power: 72,568,069 shares; shared dispositive power: 0.

12-08-2026

President & CEO Ortberg Robert Kelly had withheld for taxes 6,232.647 Common Stock at $234.09 (~$1.46M). Ortberg Robert Kelly holds 129,695.218 shares after the transaction.

• · President & CEO Ortberg Robert Kelly had withheld for taxes 6,232.647 Common Stock at $234.09 (~$1.46M)

12-08-2026

VP, Finance & CAO Busch Matthew C. was awarded 730 Common Stock. Busch Matthew C. holds 5,080 shares after the transaction.

• · VP, Finance & CAO Busch Matthew C. was awarded 730 Common Stock

12-08-2026

Home Depot announced that chair, president and CEO Ted Decker will take a temporary medical leave of absence, with an expected return within a few months. The board appointed two long-time executives, Ann-Marie Campbell (Senior EVP) and Richard McPhail (EVP and CFO), to oversee day-to-day operations and financial management respectively during his absence. The company operates 2,361 retail stores and over 1,280 SRS locations, employs over 470,000 associates, and its stock is traded on the NYSE under HD.

• · The company expects CEO Ted Decker to return within the next few months.
• · Greg Brenneman will chair the board during Decker's leave.
• · Ann-Marie Campbell and Richard McPhail have worked together for more than 20 years.
• · The company operates across all 50 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Guam, 10 Canadian provinces, and Mexico.