TFS Financial Corporation (NASDAQ: TFSL) reported fiscal 2026 net income of $100.7 million, up 10.7% from $91.0 million a year earlier. Net interest income rose 9.9% to $321.8 million, while net interest margin increased to 1.88% from 1.76%.
Fourth-quarter net income was $24.7 million, compared with $30.5 million in the prior quarter. Total assets were $18.19 billion at September 30, 2026, up 4.2% from a year earlier.
- Fiscal 2026 basic EPS was $0.36 and diluted EPS was $0.35.
- Fourth-quarter basic and diluted EPS was $0.09.
- Loans held for investment increased 4.8% year over year to $16.42 billion.
- Deposits declined 2.6% year over year to $10.18 billion, while borrowed funds rose 17.8% to $5.74 billion.
- Residential mortgage loan originations and acquisitions totaled $1.66 billion in fiscal 2026, versus $1.19 billion in fiscal 2025.
$TFSL Insider Trading Activity
$TFSL insiders have traded $TFSL stock on the open market 15 times in the past 6 months. Of those trades, 3 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $TFSL stock by insiders over the last 6 months:
- DANIEL F WEIR has made 3 purchases buying 35,000 shares for an estimated $529,200 and 0 sales.
- MEREDITH S WEIL (Chief Financial Officer) has made 0 purchases and 4 sales selling 14,882 shares for an estimated $251,362.
- MARC A STEFANSKI (Chairman, President and CEO) sold 10,000 shares for an estimated $172,800
- ASHLEY H WILLIAMS sold 10,000 shares for an estimated $172,800
- BRADLEY T STEFANSKI (Chief Strategy Officer) sold 10,000 shares for an estimated $169,400
- CATHY W ZBANEK (Chief Synergy Officer) sold 10,000 shares for an estimated $152,600
- GAVIN B STEFANSKI (Chief Experience Officer) sold 6,500 shares for an estimated $119,275
- ANDREW J RUBINO (Chief Operating Officer) has made 0 purchases and 2 sales selling 7,194 shares for an estimated $109,745.
- BARBARA J. ANDERSON sold 6,100 shares for an estimated $108,762
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$TFSL Hedge Fund Activity
We have seen 121 institutional investors add shares of $TFSL stock to their portfolio, and 85 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LAKEWOOD CAPITAL MANAGEMENT, LP removed 765,000 shares (-27.0%) from their portfolio in Q2 2026, for an estimated $13,555,800
- HRT FINANCIAL LP added 489,707 shares (+4711.4%) to their portfolio in Q2 2026, for an estimated $8,677,608
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 306,486 shares (+inf%) to their portfolio in Q2 2026, for an estimated $5,430,931
- UBS GROUP AG removed 248,533 shares (-36.2%) from their portfolio in Q2 2026, for an estimated $4,404,004
- SQUAREPOINT OPS LLC added 225,361 shares (+50.2%) to their portfolio in Q2 2026, for an estimated $3,993,396
- NORGES BANK removed 205,500 shares (-52.4%) from their portfolio in Q2 2026, for an estimated $3,641,459
- EXODUSPOINT CAPITAL MANAGEMENT, LP removed 203,099 shares (-73.3%) from their portfolio in Q2 2026, for an estimated $3,598,914
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
