Every 8-K that Diamond Hill Invt Group Inc (DHIL) 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 DHIL 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 DHIL filings page.
Diamond Hill Investment Group, Inc. completed its merger with First Eagle Investment Management, LLC, with shareholders receiving $175.00 per common share in cash, subject to tax withholding. Diamond Hill became a wholly owned subsidiary of First Eagle, and its common shares ceased trading on Nasdaq on April 22, 2026.
The company plans to deregister its shares and suspend public reporting. All restricted stock vested and was cashed out at the same per-share price. Diamond Hill’s former directors resigned, and Merger Sub’s directors and officers assumed leadership. Pro forma for the deal, First Eagle’s assets under management and advisement were about $213 billion as of March 31, 2026, including approximately $27 billion from Diamond Hill.
Diamond Hill Investment Group, Inc. reports that all key conditions for its planned merger with First Eagle Investment Management, LLC have now been satisfied, apart from items customarily completed at closing. The company obtained consent from more than 78% of its clients by revenue run-rate to proceed.
Regulatory approvals were previously received, and shareholders approved the merger at a special meeting on March 3, 2026. With these milestones achieved, the parties intend to close the merger on April 22, 2026, after which Diamond Hill will become a wholly owned subsidiary of First Eagle.
Diamond Hill Investment Group, Inc. filed an update on assets under management for its subsidiary Diamond Hill Capital Management as of March 31, 2026. Total assets under management were $25,911 million, showing the overall scale of client capital the firm oversees.
By investment vehicle, Proprietary Funds held $16,668 million, separately managed accounts held $4,169 million, collective investment trusts held $1,430 million, and other pooled vehicles held $3,644 million. This highlights that most assets sit in proprietary fund structures.
By investment strategy, the largest allocations were Large Cap at $10,745 million, Short Duration Securitized Bond at $5,340 million, Core Fixed Income at $3,826 million, and Long-Short at $2,187 million, with smaller amounts in Small Cap, Mid Cap, Select, International, Micro Cap, and other securitized strategies.
Diamond Hill Investment Group, Inc. reported that its subsidiary, Diamond Hill Capital Management, had total assets under management of 28,072 million as of February 28, 2026. The largest share was in proprietary funds at 17,754 million, followed by separately managed accounts at 4,880 million and other pooled vehicles at 3,915 million.
By investment strategy, Large Cap equity was the biggest category with 12,450 million in assets, while Short Duration Securitized Bond held 5,321 million and Core Fixed Income held 3,897 million. Smaller strategies included Long-Short, Select, and various securitized and international offerings.
Diamond Hill Investment Group shareholders approved the previously announced merger with First Eagle Investment Management, clearing a key step toward taking the company private. Proposal 1 to adopt the Merger Agreement passed with 1,911,619 votes for, 3,201 against and 1,327 abstentions.
At the special meeting, about 70.82% of the 2,705,580 common shares outstanding as of January 27, 2026 were represented, satisfying quorum requirements. Shareholders also approved, on an advisory basis, merger-related executive compensation. The merger is expected to close in the second quarter of 2026, after remaining closing conditions and required client consents are obtained, after which Diamond Hill will become a wholly owned First Eagle subsidiary and its shares will be delisted from Nasdaq.
Diamond Hill Investment Group reported 2025 results showing slightly lower revenue but higher earnings, alongside preparation for a pending merger with First Eagle Investment Management. Full-year revenue was $147.1 million, down from $151.1 million, while net income attributable to common shareholders rose to $48.8 million from $43.2 million.
Diluted EPS increased to $17.91 from $15.66, though adjusted diluted EPS declined to $11.56 from $12.92 as non-operating investment gains were excluded. Net operating profit margin slipped to 25% from 29%, or 29% on an adjusted basis versus 32% a year earlier.
Assets under management and advisement combined were $31.0 billion at December 31, 2025, modestly below $31.9 billion a year earlier, with net client outflows of $2.7 billion partly offset by market gains. The company returned about $44.1 million to shareholders through repurchases and a $10.00 per-share dividend, and incurred $2.9 million of merger-related expenses.
Diamond Hill Investment Group describes its pending merger with First Eagle Investment Management, under which a First Eagle subsidiary will merge into Diamond Hill, leaving Diamond Hill as a wholly owned subsidiary. The merger is expected to close in the second quarter of 2026, subject to shareholder approval and required client consents based on revenue run rate.
In connection with this transition, the Compensation Committee granted Chief Financial Officer and Treasurer Thomas E. Line a deferred cash-based award of $100,000. He earns this one-time payment if he remains employed with the buyer or Diamond Hill through February 20, 2027, or if he is terminated without cause or resigns for good reason before that date, contingent on signing and not revoking a separation agreement and release of claims.
Diamond Hill Investment Group provides an update on its planned merger with First Eagle Investment Management and related shareholder litigation. A special shareholder meeting is scheduled for March 3, 2026, for investors of record as of January 27, 2026 to vote on the merger.
Subject to shareholder approval and other conditions, including client consents based on revenue run-rate, the company expects the merger to close in the second quarter of 2026. Two individual shareholder lawsuits in New York state court allege that the definitive proxy statement contains misleading omissions and seek to block completion of the deal.
Attorneys for additional purported shareholders have also sent demand letters raising similar disclosure concerns and threatening further suits. While Diamond Hill believes these claims are without merit, it is voluntarily providing supplemental proxy disclosures to reduce litigation risk and give shareholders additional information before they vote.
Diamond Hill Investment Group reported that the Federal Trade Commission granted early termination of the Hart-Scott-Rodino antitrust waiting period on February 10, 2026 for its planned merger with First Eagle Investment Management. This antitrust clearance satisfies one of the key conditions to closing the transaction.
The merger remains subject to other conditions, including shareholder approval and required client consents based on revenue run-rate. A special shareholder meeting to vote on the merger is scheduled for March 3, 2026, and the companies currently expect the deal to close in the second quarter of 2026.
Diamond Hill Investment Group reported preliminary assets under management of $28,738 million as of January 31, 2026 for its subsidiary Diamond Hill Capital Management.
By vehicle, proprietary funds held $18,246 million, separately managed accounts $4,924 million, collective investment trusts $1,759 million, and other pooled vehicles $3,809 million. By strategy, the largest exposures were Large Cap at $13,447 million, Short Duration Securitized Bond at $5,224 million, and Core Fixed Income at $3,774 million, with additional allocations across Small Cap, Small-Mid Cap, Mid Cap, Long-Short, and other specialized strategies.
Diamond Hill Investment Group, Inc. disclosed that its Compensation Committee approved a $500,000 cash retention bonus for Chief Financial Officer and Treasurer Thomas E. Line as the company works toward closing its previously announced merger with First Eagle Investment Management.
The Retention Bonus will vest in two equal installments: one at the closing of the merger and one on the six‑month anniversary of closing, conditioned on Mr. Line’s continued employment. If he is terminated without cause or resigns for good reason before vesting, the full bonus becomes payable following his termination, subject to a separation agreement and release of claims.
The filing reiterates that the merger, under the December 10, 2025 Merger Agreement with First Eagle and Soar Christopher Holdings, is expected to close by the third quarter of 2026, subject to shareholder approval, regulatory clearances, client consents based on revenue run rate, and other customary conditions.
Diamond Hill Investment Group, Inc. agreed to be acquired by First Eagle Investment Management, LLC, whose subsidiary will merge into Diamond Hill so it becomes a wholly owned subsidiary.
Each outstanding common share will be converted into the right to receive $175.00 in cash, including restricted shares, while any preferred stock will be canceled for no consideration. The board unanimously approved the transaction, deemed it fair and in the best interests of shareholders, and is recommending that shareholders adopt the merger agreement at a shareholders meeting.
Closing requires majority shareholder approval, expiration or termination of the Hart‑Scott‑Rodino waiting period, no injunction blocking the deal, accuracy of representations and warranties, and other customary conditions, plus client consents covering at least 78% of revenue run‑rate as of November 30, 2025. The agreement includes a go‑shop period through January 14, 2026 and termination fees of up to $18,000,000, or $9,000,000 if a superior proposal is accepted before the cut‑off date.
Diamond Hill Investment Group (DHIL) reported assets under management of $30,020 million as of October 31, 2025 through its subsidiary, Diamond Hill Capital Management.
By vehicle, AUM included Proprietary Funds $19,280M, Separately Managed Accounts $5,237M, Collective Investment Trusts $1,679M, and Other Pooled Vehicles $3,824M. By strategy, the largest sleeves were Large Cap $15,399M, Short Duration Securitized Bond $4,930M, Core Fixed Income $3,622M, and Long-Short $2,250M, with additional allocations across Small/Mid Cap, Select, and other strategies.
Diamond Hill Investment Group (DHIL) furnished its results of operations for the fiscal quarter ended September 30, 2025 via a press release attached as Exhibit 99.1. The company also expanded its Board from seven to eight directors and appointed Diane C. Nordin as an independent director upon recommendation of the Nominating and Governance Committee.
Ms. Nordin was appointed to the Audit, Compensation, and Nominating and Governance Committees, with her current term continuing through the 2026 annual meeting of shareholders. Between her appointment and the annual meeting, she will receive $80,000 in cash (representing half of the value of the annual restricted stock awarded to directors) and two quarterly director fee payments of $10,000 each, consistent with the company’s customary director compensation program.
Diamond Hill Investment Group, Inc. reported that its wholly owned subsidiary, Diamond Hill Capital Management, Inc., had total assets under management of $30,583 million as of September 30, 2025. By investment vehicle, Proprietary Funds accounted for $19,588 million, separately managed accounts for $5,437 million, collective investment trusts for $1,686 million, and other pooled vehicles for $3,872 million.
By investment strategy, the largest category was Large Cap with $16,175 million in assets. Other notable strategies included Short Duration Securitized Bond at $4,865 million, Core Fixed Income at $3,543 million, and Long-Short at $2,111 million, with a range of smaller equity and fixed income strategies making up the remainder of the total.
Diamond Hill Investment Group, Inc. entered into a new Executive Employment Agreement with Jo Ann Quinif, its President and Chief Client Officer. The agreement runs through September 19, 2030 and automatically renews for one-year terms unless either party gives 120 days’ notice.
Under the agreement, Ms. Quinif receives a base salary of $350,000, a target annual cash incentive of $1,250,000 with a minimum of $400,000 for any completed year, and a target annual long‑term incentive equity award of $500,000 that vests over three years. She is also granted a one‑time $3,000,000 restricted stock award on September 30, 2025 that cliff vests after five years, plus standard executive benefits and up to $5,000 per occurrence in legal fee reimbursement.
The agreement details severance and vesting treatments for termination scenarios, including death, disability, termination without cause, resignation for good reason, and change in control, and includes non‑competition, non‑solicitation, confidentiality, and non‑disparagement covenants.
Diamond Hill Investment Group reported that its wholly owned subsidiary, Diamond Hill Capital Management, had $31,020 million in assets under management as of August 31, 2025.
The assets are spread across Diamond Hill Funds at $19,746 million, separately managed accounts at $5,675 million, collective investment trusts at $1,525 million, and other pooled vehicles at $4,074 million. By strategy, the largest allocation is to Large Cap at $16,702 million, with meaningful amounts in Short Duration Securitized Bond at $4,673 million and Core Fixed Income at $3,446 million, alongside smaller allocations to various equity and securitized credit strategies.