Every 8-K that Cbl & Assoc Pptys Inc (CBL) 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 CBL 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 CBL filings page.
CBL Properties reported substantially stronger Q2 2026 results. Diluted EPS attributable to common shareholders was $1.47, up from $0.08 a year earlier, helped by gains on property sales and deconsolidations. Funds From Operations (FFO) per diluted share rose to $1.93 from $1.48, and FFO, as adjusted, was $1.89 versus $1.86.
Same-center NOI increased 1.5% for Q2 and 2.2% year-to-date, driven by higher occupancy and rent escalations. Portfolio occupancy reached 90.4%, up 160 bps year over year, while trailing 12‑month same-center sales per square foot rose to $455. Leasing demand remained strong with nearly 1.3 million square feet of leases signed and comparable rents up 8.8%.
Liquidity was solid, with $322.7 million of unrestricted cash and marketable securities as of June 30, 2026. Year‑to‑date financing activity of $925.1 million, including refinancing a $634.0 million term loan, reduced near‑term maturities and increased estimated annual free cash flow by more than $30 million. The board declared a quarterly dividend of $0.625 per share, and management raised full‑year 2026 FFO, as adjusted, guidance to $7.15–$7.25 per share with expected same‑center NOI change of 0.0%–1.5%.
CBL & Associates Properties, Inc. reported the results of its annual shareholder meeting held on May 21, 2026. All nominated directors were elected for one-year terms, with votes for each nominee generally around 25 million and broker non-votes of 1,578,021 shares.
Shareholders ratified Deloitte & Touche LLP as independent registered public accountants for the fiscal year ending December 31, 2026, with 26,415,581 votes for and 458,487 against. They also approved on an advisory basis the executive compensation program, with 22,773,554 votes for, 346,714 against, 2,193,369 abstentions, and 1,578,021 broker non-votes.
CBL Properties reported a strong first quarter of 2026, with diluted EPS rising to $1.48 from $0.27 and FFO per diluted share climbing to $2.78 from $1.13. FFO, as adjusted, per share increased 15% to $1.73, supported by higher rental revenues and lower expenses.
Same-center NOI grew 2.1% to $96.6 million, tenant sales per square foot rose 4.6% to $453, and portfolio occupancy improved to 90.5%. CBL refinanced $634 million of term debt, boosting expected annual free cash flow by more than $30 million, raised its quarterly dividend 39% to $0.625 per share, and acquired Gateway Mall for $43.5 million while maintaining a solid liquidity position with $305.5 million of unrestricted cash and marketable securities.
CBL & Associates Properties, Inc. completed a major refinancing by entering into a new $176 million floating-rate, non-recourse loan with Beal Bank USA secured by four retail properties. Together with a previously closed $425 million non-recourse financing, this replaces the former secured term loan, extends its maturity by five years to 2031, improves estimated annual free cash flow by more than $30 million, and reduces overall debt by more than $33 million.
Following the refinancing, CBL’s estimated cash balance exceeds $291 million. The board approved a special cash dividend of $0.175 per common share for the first quarter of 2026, in addition to the previously declared $0.45 dividend, for a total quarterly dividend of $0.625, a 39% increase and equivalent to an annualized rate of $2.50 per share, subject to ongoing board decisions. The compensation committee also approved one-time transaction bonuses of $250,000 for the CFO and $25,000 for the COO for their work on the refinancing.
CBL & Associates Properties, Inc. refinanced a large portion of its existing secured debt by entering into a new $425 million non-recourse loan with Goldman Sachs Bank USA. The loan is secured by a pool of primarily mall properties that previously collateralized the Company’s $634 million secured term loan.
The new financing has a five-year term, maturing in April 2031, and carries a fixed interest rate of 7.40%. Proceeds were used to retire part of the prior term loan, effectively reshaping the Company’s debt profile while keeping the same asset pool as collateral.
The agreement includes a minimum debt yield covenant, other customary financial and operating covenants, and standard events of default. The loan can be prepaid in full without penalty during the twelve months before maturity upon 30 days’ notice, giving the Company some flexibility if conditions improve.
CBL & Associates Properties, Inc. updated executive pay and incentives for 2026. The board’s compensation committee amended employment agreements for its named executive officers, resetting 2026 base salaries and clarifying change-of-control terms, severance formulas, and up to 24 months of post-termination health coverage, subject to legacy retiree programs.
The committee approved a 2026 Annual Incentive Plan that raises target cash bonus levels by 3% from 2025 and ties payouts to financial metrics like adjusted FFO and NOI, operating goals such as leasing volume and project openings, and detailed individual objectives for each executive.
A 2026 Long Term Incentive Program was adopted, combining performance stock units and time-vesting restricted stock based on stock price and dividend returns over a three-year period. The filing also formalizes how performance-based shares from 2023 PSU awards will vest and be restricted for an additional year, with specific retirement, termination, and change-of-control treatment.
CBL Properties reported strong fourth-quarter and full-year 2025 results, with solid operations and active capital recycling. Net income attributable to common shareholders rose to $4.34 per diluted share for 2025, up from $1.87, while FFO, as adjusted, increased to $7.21 per share from $6.69.
Same-center NOI grew 3.3% in Q4 and 0.5% for the year, and same-center tenant sales per square foot reached $437, up 2.8%. Occupancy for the total portfolio was 90.0% at year-end, slightly below 90.3% a year earlier, pressured by bankruptcy-related closures.
CBL ended 2025 with $335.4 million of unrestricted cash and marketable securities and generated about $240.7 million of disposition proceeds, which helped fund the $178.9 million acquisition of four enclosed malls and multiple debt refinancings at improved rates. For 2026, the company guides FFO, as adjusted, to $6.74–$7.06 per share and projects same-center NOI between a 1.2% decline and 1.1% growth.
CBL & Associates Properties, Inc. filed a current report to note that it has released financial results for the third quarter ended September 30, 2025. On November 6, 2025, the company issued an earnings release and supplemental financial and operating information covering the three and nine months ended September 30, 2025, which are provided as an exhibit to this report.
The company clarifies that this earnings information is being furnished rather than filed under securities laws, meaning it is not automatically incorporated into other registration statements unless specifically referenced.
CBL & Associates Properties, Inc. announced a new common stock repurchase program authorizing purchases of up to $25 million of its common stock. The authorization replaces the program approved on May 1, 2025 and runs through November 5, 2026.
The company may buy shares on the open market, in privately negotiated transactions, or otherwise, depending on market prices and other conditions. The program provides flexibility to repurchase shares over time within the stated limit and period.
CBL & Associates Properties presents pro forma adjustments reflecting its acquisition of four regional malls for a purchase price of approximately $179.7M (including acquisition costs) with an assumed net working capital deficit credit of $2.7M. The filing shows how the purchase price was allocated to assets and liabilities and how the Acquired Malls' historical results were adjusted for straight-line rent and lease intangibles. It also discloses a modification to the open-air centers and outparcels loan that adds $110.0M of proceeds, bringing the principal to $443.0M, extends initial maturity to October 2030 with a possible final maturity in October 2032, and sets an initial five-year interest profile of 7.70% fixed on about $368.0M and SOFR+410bps on about $75.0M.
On 29 Jul 2025, CBL & Associates Properties (CBL) closed the purchase of four enclosed regional malls—Ashland Town Center (KY), Mesa Mall (CO), Paddock Mall (FL) and Southgate Mall (MT)—for $178.9 million from Washington Prime Group.
The transaction was financed with cash from recent asset sales and an upsizing of CBL’s non-recourse open-air centers & outparcels loan with Beal Bank. The facility’s principal rose $110 million to roughly $443 million and its tenor was reset to seven years, maturing Oct 2030 with a two-year extension option to Oct 2032. For the initial five-year interest-only period, $368 million bears a fixed 7.70 % rate, while the remaining $75 million floats at SOFR + 410 bp; the entire balance converts to the floating rate thereafter.
Required Rule 3-14 financial statements and Article 11 pro formas for the acquired assets will be filed within 71 days. A detailed press release is furnished as Exhibit 99.1.