Every 8-K that Alexander & Baldwin, Inc. (ALEX) 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 ALEX 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 ALEX filings page.
Alexander & Baldwin Holdings, LLC, successor by merger to Alexander & Baldwin, Inc., completed its previously announced going‑private transaction with a joint venture led by MW Group, Blackstone Real Estate and DivcoWest, giving the company an enterprise value of about $2.3 billion. Holders of A&B common shares at the effective time are entitled to receive $21.20 in cash per share, less the fourth‑quarter 2025 dividend of $0.35, resulting in a net cash payment of $20.85 per share before taxes.
In connection with the merger, the company terminated and fully repaid all obligations under its main credit agreement and the Manoa Marketplace loan arrangements, and prepaid all $25,000,000 of 4.30% AIG Notes and all $205,125,000 of PGIM Notes, paying approximately $25,295,616 and $214,623,377, respectively, including interest and make‑whole or yield‑maintenance amounts. The company notified the New York Stock Exchange, its common stock ceased trading and will be delisted, and it plans to deregister and suspend SEC reporting. The merger triggered a change in control, with the former board members resigning as contemplated by the merger agreement.
Alexander & Baldwin, Inc. reported that shareholders approved all proposals related to its planned merger with Tropic Purchaser LLC and Tropic Merger Sub LLC at a special meeting held on March 9, 2026. The merger agreement, which will combine the company with Merger Sub, received 57,355,918 votes in favor, 424,197 against and 113,557 abstentions.
Shareholder turnout was high, with 57,893,672 shares represented, or 79.50% of the 72,820,075 common shares outstanding and entitled to vote as of January 15, 2026. Advisory compensation and adjournment proposals were also approved. Subject to remaining closing conditions in the merger agreement, the merger is expected to be completed on or about March 12, 2026.
Alexander & Baldwin, Inc. filed an 8-K supplementing its definitive proxy statement for the planned merger with an investor group led by MW Group, Blackstone Real Estate and DivcoWest. The company describes four shareholder lawsuits and sixteen demand letters challenging disclosures, while stating it believes these matters are without merit.
To reduce litigation risk and avoid delays to the merger vote on March 9, 2026, the company is voluntarily providing additional detail on board negotiations, termination fees and financial projections. The revised terms include a parent termination fee equal to 11.5% of equity value and a company termination fee of 3.125%, with a reduced fee if a superior proposal is accepted within 50 days. Management projections show 2026 FFO per share of $1.46 and AFFO per share of $1.31, alongside multi‑year estimates of NOI, net income and cash flows. The filing also outlines BofA Securities’ comparable company and precedent transaction analyses and reiterates extensive merger-related risk factors and forward‑looking statement cautions.
Alexander & Baldwin, Inc. agreed to be acquired by Tropic Purchaser LLC, a joint venture of MW Group, Blackstone Real Estate funds and DivcoWest, through a merger in which the company will become a wholly owned subsidiary and its common stock will cease to exist as a public listing.
Each outstanding share will be converted into the right to receive $21.20 in cash, without interest, with this amount reduced to reflect a previously approved $0.35 per share fourth-quarter 2025 dividend payable on January 8, 2026. All RSU and PSU awards will be cancelled and exchanged for cash amounts based on the merger consideration and existing vesting terms, while director RSUs will be cashed out at the same per-share price.
Closing requires approval by a majority of outstanding shares, absence of blocking legal orders and no Company Material Adverse Effect, and is not subject to any financing condition. Blackstone Real Estate Partners X L.P. committed $2.15 billion of equity financing and guaranteed up to $155,300,000 of reverse termination and related amounts, while the company agreed to pay a termination fee of $50,500,000 or, in certain qualified competing-offer scenarios by set January 2026 dates, $25,250,000.
Alexander & Baldwin, Inc. amended its revolving credit agreement and created a new term loan facility with total commitments of $200 million. The company immediately borrowed the full $200 million on November 3, 2025 and repaid the outstanding revolving credit balance of $191 million plus accrued interest.
The new term loan allows up to three borrowings through May 3, 2026 and carries a maturity of November 3, 2030. Pricing grids were updated to include the term loan rates, and the prior 0.10% SOFR adjustment was removed. As of closing, the term loan rate was 1‑month Term SOFR + 1.15% under the financials-based grid.
To manage interest costs, the company entered a new $70 million swap fixing at 4.57% (inclusive of the 1.15% applicable rate) and reassigned existing $73 million and $57 million swaps (weighted average 4.76%) to the term loan. Together, the $200 million borrowing is swapped to a 4.69% weighted average fixed rate through maturity.
Alexander & Baldwin (ALEX) reported a routine disclosure, furnishing materials on October 30, 2025 that announce results of operations and financial condition for the three and nine months ended September 30, 2025. The press release is furnished as Exhibit 99.1.
The Company also made available a Supplemental Information document providing additional operating and financial details for the three and nine months ended September 30, 2025 and 2024, furnished as Exhibit 99.2. These materials were posted to the Company’s website and are provided for investor reference under Regulation FD.
Alexander & Baldwin, Inc. reported a planned leadership change. On September 29, 2025, Meredith J. Ching, the company’s Executive Vice President, External Affairs, informed the company that she will retire effective December 31, 2025. This sets out a clear transition date for her departure from the executive team.
Alexander & Baldwin, Inc. (NYSE: ALEX) filed a Form 8-K to disclose that on June 17, 2025 it signed a Termination Agreement with Mahi Pono Holdings, LLC that fully settles the remaining obligations arising from the December 17, 2018 Purchase and Sale Agreement.
Prior to the new accord, A&B owed Mahi Pono approximately $69.7 million. Under the Termination Agreement the company will:
- Transfer its 50% ownership interest in East Maui Irrigation Company, LLC to Mahi Pono.
- Forego receipt of a previously agreed $2.7 million payment from Mahi Pono.
- Pay $55.3 million to Mahi Pono in the following schedule:
- $10.0 million at signing (June 17, 2025)
- $12.65 million on the first anniversary
- $12.65 million on the second anniversary
- $10.0 million on the third anniversary
- $10.0 million on the fourth anniversary
The arrangement eliminates the former liability, but also divests A&B of a strategic water-supply asset (East Maui Irrigation) and forfeits a cash inflow. No additional financial statements, earnings data, or guidance updates were provided in this filing.