Recent 8-K filings for ABX

• May 27, 2026, 11:07 AM ET M&A materiality 0.65 positive item 8.01item 9.01

  Abacus Global completes $52.9M minority investment in Manning & Napier, forms strategic alliance

  Minority equity investment of ~$53M from Abacus in Manning & Napier; includes Strategic Alliance Agreement.

• May 7, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Q1 revenue $59.4M +35% YoY; raises FY adj. net income guidance to $100-106M

  Q1 revenue $59.4M (+35% YoY); GAAP net income $7.3M (+59%); operating cash flow $91.7M vs -$61.6M.

• March 18, 2026, 7:59 PM ET other material materiality 0.65 neutral item 4.01item 5.02item 9.01 ◈ Auditor Changes ×2

  Abacus Global switches auditor to KPMG, names McCauley COO, sets $192M stretch ANI target

  Dismissed Grant Thornton, engaged KPMG as auditor effective March 16, 2026; no disagreements or reportable events.

• March 12, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  Abacus posts record Q4 revenue $71.9M (+116% YoY); acquires minority stake in Manning & Napier for $52.9M

  Q4 revenue $71.9M (+116% YoY); full-year revenue $235.2M (+110% YoY), beating consensus by 20%.

• January 9, 2026, 6:59 PM ET other material materiality 0.80 positive item 7.01item 9.01

  Abacus raises FY adjusted net income guidance to $80-84M, completes $50M securitized note

  Full-year 2025 adjusted net income guidance raised to $80-84M, representing 72-81% YoY growth.

• November 7, 2025, 6:59 PM ET other material materiality 0.65 positive item 7.01item 8.01item 9.01

  Abacus Global declares $0.20 annual dividend and authorizes $10M share buyback

  Board declares annual cash dividend of $0.20 per share, payable Dec 17, 2025 to holders of record Dec 2, 2025.

• November 6, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  Abacus Q3 revenue $63M (+124% YoY); adj. net income $23.6M (+60%); raises 2025 outlook

  Revenue $63.0M (+124% YoY); adj. net income $23.6M (+60%) and adj. EBITDA $37.9M (+127%).

• September 25, 2025, 7:59 PM ET earnings materiality 0.75 positive item 7.01item 8.01item 9.01

  Abacus raises FY 2025 adjusted net income guidance to $74M-$80M, sees 59-72% growth

  Q2 revenue and adjusted net income nearly doubled YoY; strong performance cited.

• August 8, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Abacus Q2 revenue nearly doubles to $56.2M, raises full-year adjusted net income outlook

  Q2 total revenue $56.2M (up 93% YoY); GAAP net income $17.6M vs $0.7M prior year.

• July 30, 2025, 7:59 PM ET other material materiality 0.65 neutral item 1.01item 3.03item 5.07item 8.01item 9.01

  Abacus completes warrant exchange; 88% tendered, remaining exchanged at 0.207 shares

  18,188,277 warrants (~88% of total) validly tendered; holders receive 0.23 shares per warrant.

• June 27, 2025, 7:59 PM ET other material materiality 0.70 positive item 7.01item 9.01

  Abacus Global Management to exchange warrants for 0.23 common shares per warrant

  Offer to exchange each outstanding warrant for 0.23 shares of common stock.

• May 8, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Abacus Global Q1 revenue $44.1M (2x YoY); adj. net income up 158% to $17.3M

  Total revenue doubled to $44.1M vs $21.5M YoY; GAAP net income $4.6M vs loss $1.3M.

• March 28, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Abacus Q4 revenue $33.2M (+40% YoY); FY adj net income $46.5M; sees 2025 adj NI $70-78M

  Q4 total revenue $33.2M (+40% YoY); policy originations 214, capital deployment $96.6M (+41% vs $68.3M prior year).

• March 24, 2025, 7:59 PM ET other material materiality 0.65 neutral item 3.02item 3.03item 5.03item 9.01

  Abacus issues $5M Series A Convertible Preferred to acquire interest in Dynasty Financial

  Issued 5,000 shares of Series A Convertible Preferred to Dynasty Financial Holdings in exchange for 400,000 Class A Interests of Dynasty.

• December 10, 2024, 6:59 PM ET debt materiality 0.75 positive item 1.01item 2.03item 7.01item 9.01

  Abacus Life closes $150M senior secured term loan with Sagard and Värde

  Initial $100M drawn at close; additional $50M delayed draw available subject to conditions.

• December 2, 2024, 6:59 PM ET M&A materiality 0.85 positive item 1.01item 2.01item 2.03item 3.02item 7.01item 9.01

  Abacus Life completes acquisition of Carlisle Management, adds ~$2B AUM, pays 9.2M shares and $72.7M notes

  Consideration: 9,213,735 Abacus common shares and $72.7M principal of 9.875% Senior Notes due 2028.

• November 25, 2024, 6:59 PM ET other material materiality 0.70 neutral item 1.01item 7.01item 9.01

  Abacus Life closes $100M public offering (12.5M shares at $8.00); $80M net to company

  Offering of 12.5M shares: 10M primary (company) + 2.5M secondary (selling stockholders) at $8.00/share.

• November 22, 2024, 6:59 PM ET other material materiality 0.65 neutral item 5.02item 8.01item 9.01

  Abacus Life offers 12.5M shares in public offering; CEO's restricted shares accelerated

  Offering of 12.5M shares (10M primary, 2.5M secondary) with 30-day option for up to 1.5M additional shares.

• November 7, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Abacus Life Q3 rev $28.1M (+33%), adj net income $14.9M (+65%); M&A on track

  Total revenue $28.1M (+33% YoY); GAAP net loss $5.1M due to non-cash warrant liability of $7.8M.

• October 22, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Abacus Life prelim Q3 revenue $26-28M (+23-33% YoY); adj. EBITDA $14-16M (+30-48% YoY)

  Total revenue prelim $26-28M vs $21.2M in Q3 2023, 23-33% YoY growth.

• August 12, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Abacus Life Q2 revenue doubles to $29.1M; announces two acquisitions adding ~$2.6B AUM

  Total revenue $29.1M (up >100% YoY); GAAP net income $0.8M vs $6.8M; adjusted net income $11.8M (+75%).

• August 7, 2024, 7:59 PM ET M&A materiality 0.65 positive item 7.01item 9.01

  Abacus Life to acquire FCF Advisors, adding ~$600M in AUM

  Acquisition of FCF Advisors, a free cash flow-focused asset manager with ~$600M AUM.

• July 18, 2024, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 3.02item 7.01item 2.02item 9.01

  Abacus Life acquires Carlisle Management for ~$200M, adding up to $2B AUM

  Purchase price ~$200M: 62.3% in Abacus common stock at $13.05/sh (9.3M shares) and 37.7% in 9.875% senior notes.

• July 18, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Abacus Life expects Q2 revenue $28-30M (146-163% YoY growth); Adj. EBITDA $15-17M

  Total revenue guided $28-30M for Q2 2024, up 146-163% YoY.

• June 24, 2024, 7:59 PM ET other material materiality 0.70 neutral item 1.01item 7.01item 9.01

  Abacus Life closes $92M public offering of 11.5M common shares at $8.00

  Gross proceeds ~$92M from 10M base + 1.5M option shares at $8.00/share.

• June 13, 2024, 7:59 PM ET other material materiality 0.60 neutral item 7.01item 9.01

  Abacus Life launches underwritten offering of 10M common shares

  10,000,000 shares offered; underwriters have 30-day option for up to 1,500,000 additional shares.

• May 13, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  Abacus Life Q1 revenue more than doubles to $21.5M; GAAP net loss $1.3M vs prior-year profit

  Total revenue $21.5M, up 109% YoY from $10.3M, driven by active management and direct-to-consumer growth.

• March 21, 2024, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  Abacus Life Q4 revenue +25% YoY to $23.6M; originations capital +92% to $68.3M

  Full year 2023 total revenue $79.6M (+14% YoY); originations capital deployment $218.9M (+46% YoY).

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event other_material

23 positive 0 negative 24 neutral

source · ABX on sec.gov