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Abacus Global Management 8-K Filings

ABL NASDAQ

Every 8-K that Abacus Global Management (ABL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow ABL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ABL filings page.

Rhea-AI Summary

Abacus Global Management, Inc. released a shareholder letter describing LifeARC™, its new proprietary AI-powered lifespan modeling platform, and providing a strategic update on its Wealth Advisors division and recent Manning & Napier investment. LifeARC™ uses Abacus’s 20 years of proprietary data to build individualized lifespan projections based on medical history, conditions, genetics, medications, and biometrics, aiming to drive more precise retirement and legacy planning.

The letter frames LifeARC™ as an “intelligence layer” for lifespan-linked finance, tied to an estimated $120 trillion intergenerational wealth transfer. Abacus highlights its more than $50 million investment in Manning & Napier, an $18 billion advisory firm with over 3,400 clients, as a way to embed LifeARC™ into real client portfolios and expand data-driven wealth solutions. The communication contains forward-looking statements about strategy, market opportunity, and revenue models but does not include historical financial results.

Rhea-AI Summary

Abacus Global Management, Inc. reported results from its Annual Meeting held on June 3, 2026. Shareholders approved the Company’s 2026 Long-Term Equity Incentive Plan, which became effective immediately upon approval. They also re-elected two Class III directors for new three-year terms.

Investors ratified KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. Shareholders approved the advisory vote on executive compensation and supported holding the say-on-pay advisory vote every year, with one year receiving the highest support among the frequency options.

Rhea-AI Summary

Abacus Global Management completed a $52.9 million acquisition of an indirect minority stake in Manning & Napier and entered into a long-term Strategic Alliance Agreement. The partnership combines Abacus’s proprietary longevity data and actuarial capabilities with Manning & Napier’s decades of wealth and asset management experience.

The alliance focuses on three areas: joint client solutions, product development and distribution, and lead generation and referrals. Manning & Napier advisors will be able to use Abacus’s LifeARC platform and offer selected Abacus Asset Group products, while both firms share referral channels, including roughly 10,000 monthly leads generated by Abacus Life Solutions.

Rhea-AI Summary

Abacus Global Management reported strong first-quarter 2026 results and raised its full‑year outlook. Total revenue rose to $59.4 million, up 35% year-over-year, driven mainly by Life Solutions. GAAP net income attributable to Abacus increased to $7.3 million from $4.6 million, with basic EPS of $0.07.

Non-GAAP performance was also solid: adjusted net income grew 17% year-over-year to $20.1 million and adjusted EBITDA rose 33% to $32.7 million, maintaining a 55% adjusted EBITDA margin. Operating cash flow swung to $91.7 million from negative $61.6 million, highlighting the cash generation of the platform as longevity funds scale.

Gross AUM reached about $3.6 billion on $378 million of gross inflows, while longevity income fund AUM approached $1 billion, nearly four times higher than a year earlier. Abacus raised its 2026 adjusted net income guidance to $100–$106 million and issued adjusted EPS guidance of $1.00–$1.05, with Q2 2026 adjusted net income of $24–$26 million. The company also agreed to acquire a roughly $53 million minority stake in Manning & Napier and continued capital returns, with a share repurchase program of up to $20 million.

Rhea-AI Summary

Abacus Global Management, Inc. reported leadership changes effective April 17, 2026. William McCauley resigned as Chief Accounting Officer but will continue as Chief Financial Officer, Chief Operating Officer and director, with no disagreements with the company cited in his decision.

The company appointed Alexei Solomon, a CPA with over 20 years of accounting and finance experience, as Chief Accounting Officer and Treasurer, and named Elena Plesco, with more than 15 years of investing experience and prior roles at KKR and J.P. Morgan, as Chief Investment Officer. Samantha Butcher will continue as President of Abacus Life Solutions, overseeing the policy lifecycle. The company stated there are no family relationships, appointment arrangements, or related-party transactions requiring disclosure for these officers.

Rhea-AI Summary

Abacus Global Management, Inc. changed its independent auditor and updated executive leadership and pay. The audit committee dismissed Grant Thornton LLP and engaged KPMG LLP as the new independent registered public accounting firm. Prior Grant Thornton reports for 2024 and 2025 were clean, with no disagreements or reportable events disclosed.

The board appointed William McCauley as Chief Operating Officer while he continues as Chief Financial Officer. The compensation committee raised annual salaries to $725,000 for CEO Jay Jackson and $500,000 for McCauley, effective immediately, and approved new performance-based equity and cash incentives tied largely to 2026 Adjusted Net Income.

Performance-based RSUs for Jackson (up to 1,188,119 units) and McCauley (up to 594,060 units) depend on achieving a $96,000,000 Adjusted Net Income target or a $192,000,000 stretch goal, plus time-based vesting over three years. A separate accelerated vesting trigger applies if market capitalization exceeds $1,500,000,000 over any 20‑day trading period. Subject to shareholder approval of the 2026 Long‑Term Incentive Plan, the CEO may also receive a one-time equity bonus of 2,000,000 shares and the COO/CFO 1,000,000 shares based on 2026 market cap or assets under management. Annual 2026 cash bonuses range from $1,450,000 to $2,900,000 for Jackson and $950,000 to $1,900,000 for McCauley, depending on performance against the same metrics.

Rhea-AI Summary

Abacus Global Management reported a very strong 2025, with fourth-quarter revenue rising 116% to $71.9 million and full-year revenue up 110% to $235.2 million, driven mainly by Life Solutions and Asset Management growth.

The company swung from a prior-year GAAP net loss to 2025 GAAP net income of $36.5 million, while Adjusted net income climbed 84% to $85.7 million. Full-year Adjusted EBITDA rose 115% to $132.6 million with a 56% margin, and both ROE and ROIC reached 20%, highlighting improved profitability.

Abacus initiated a 2026 Adjusted net income outlook of $96–$104 million, implying growth of up to 22%, and ended 2025 with $38.1 million in cash and $405.8 million of debt. The company also agreed to acquire an approximately $53 million minority equity stake in Manning & Napier, a wealth and asset manager with about $18 billion in assets under management, alongside a strategic alliance covering product distribution, referrals, and joint product development.

Rhea-AI Summary

Abacus Global Management, Inc. announced that its Board of Directors has authorized a new stock repurchase program for its common shares. The program permits the company to buy back up to $20 million of stock in the open market or through privately negotiated transactions.

The repurchases may include accelerated share repurchase transactions, block trades, and use of Rule 10b5-1 trading plans. The program commences immediately and can be carried out from time to time until May 6, 2027, giving the company flexibility over the next several years to manage its capital structure.

Rhea-AI Summary

Abacus Global Management, Inc. filed a current report to furnish a shareholder letter dated January 8, 2026 as a Regulation FD disclosure. The letter, attached as Exhibit 99.1, was also distributed as a press release and includes non-GAAP financial measures such as adjusted net income and adjusted EBITDA. The company explains that these non-GAAP metrics are used internally to evaluate performance, set budgets, and analyze business trends, and are meant to supplement, not replace, GAAP results. Reconciliations to the closest GAAP measures are provided in the company’s Form 10-Q for the quarter ended September 30, 2025. The information in this report, including Exhibit 99.1, is being furnished rather than filed, so it is not subject to certain Exchange Act liabilities or automatically incorporated into other SEC filings.

Rhea-AI Summary

Abacus Global Management, Inc. (ABL) filed a current report to clarify details of its recently declared dividend. The company had previously announced a dividend of $0.20 on November 7, 2025, and is now reiterating that shareholders of record as of December 2, 2025 will be eligible to receive this dividend, which is scheduled to be paid on December 17, 2025. The updated information is provided through a new press release furnished as an exhibit, and the disclosure is made under Regulation FD to ensure all investors receive the same information at the same time.

Rhea-AI Summary

Abacus Global Management (ABL) announced two capital actions. The Board authorized a stock repurchase program for up to $10 million of common stock, commencing immediately and running through May 6, 2027. Repurchases may occur in the open market or privately negotiated transactions, including accelerated share repurchases, block trades, or pursuant to Rule 10b5-1 trading plans.

The Board also declared an annual cash dividend of $0.20 per share, payable on December 17, 2025 to shareholders of record as of December 2, 2025.

Rhea-AI Summary

Abacus Global Management (ABL) furnished an update on its business, announcing results for the quarter ended September 30, 2025 and providing an investor presentation update.

Results were communicated via a press release attached as Exhibit 99.1, and the company plans to post a new investor presentation on its Investor Relations website. The disclosures under Items 2.02 and 7.01 are furnished and not deemed filed under the Exchange Act. The company notes it uses its website to share information that may be material to investors, consistent with Regulation FD.

Rhea-AI Summary

Abacus Global Management, Inc. furnished a shareholder letter to investors, dated September 25, 2025, as an exhibit to this report. The letter includes non-GAAP financial measures such as adjusted net income, which the company uses internally to evaluate performance, set budgets, and track business trends.

The company explains that these non-GAAP metrics are supplemental to GAAP results and should be viewed together with the most comparable GAAP measures, with reconciliations available in its Form 10-Q for the quarter ended June 30, 2025. Abacus Global Management also states it will release its third quarter 2025 financial results after the market closes on November 6, 2025.