WAFD WaFd, Inc. - Common Stock
NASDAQ · Banking · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Feb 4, 2026
$30.80
· of 52w range
· above low
· to high
$26.3152w low
$39.4952w high
Market Cap (MRQ)
$2.35B
P/E (TTM)
10.7
EPS (TTM)
$2.88
Revenue (TTM)
$30M
your badges
52W Range
$26–$39
Analyst Rating
HOLD
Price Target
$34
P/E
10.7
ROE
8.0%
Net Profit Margin
797.7%
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WAFD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$30.80
Market Cap (MRQ)
$2.35B
P/E (TTM)
10.7
EPS (TTM)
$2.88
Revenue (TTM)
$30M
Div Yield
3.5%
ROE (TTM)
8.0%
52W Range
$26–$39
WAFD Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Feb. 2, 2005 | 11-for-10 | Forward |
| Feb. 4, 2004 | 11-for-10 | Forward |
| Feb. 5, 2003 | 11-for-10 | Forward |
| Feb. 6, 2002 | 11-for-10 | Forward |
| Feb. 7, 2001 | 11-for-10 | Forward |
| Feb. 10, 1999 | 11-for-10 | Forward |
| Feb. 10, 1998 | 11-for-10 | Forward |
| Feb. 5, 1997 | 11-for-10 | Forward |
| March 2, 1992 | 3-for-2 | Forward |
| March 12, 1990 | 3-for-2 | Forward |
| March 20, 1987 | 3-for-2 | Forward |
| June 24, 1985 | 3-for-2 | Forward |
| Feb. 16, 1984 | 3-for-2 | Forward |
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$30M2018-09-30 → 2025-09-30
EPS$2.632016-09-30 → 2025-09-30
Free Cash Flow$208M2016-09-30 → 2025-09-30
Net margin797.7%2016-09-30 → 2025-09-30
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | WAFD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 10.75Y avg ≈11.1 | ≈11.1 | 13.4 | Fair value | |
| P/S (TTM) | 77.35Y avg ≈82.5 | ≈82.5 | 3.8 | Overvalued | |
| P/B (MRQ) | 0.85Y avg ≈0.9 | ≈0.9 | 1.0 | Undervalued | |
| Price / FCF (TTM) | 10.95Y avg ≈8.4 | ≈8.4 | · | · | |
| Price / Cash Flow (TTM) | 9.55Y avg ≈7.7 | ≈7.7 | 10.7 | Undervalued | |
| Price / Tangible Book (MRQ) | 0.85Y avg ≈1.0 | ≈1.0 | · | · | |
| PEG Ratio | ≈3.5 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | WAFD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 32.8% | · | 1.6% | Weak | |
| Pretax Margin (TTM) | 1023.2%5Y avg ≈1051.3% | ≈1051.3% | 39.4% | Top tier | |
| Net Profit Margin (TTM) | 797.7%5Y avg ≈826.5% | ≈826.5% | 29.5% | Top tier | |
| ROA (TTM) | 0.88%5Y avg ≈0.99% | ≈0.99% | 1.0% | Weak | |
| ROE (TTM) | 8.0%5Y avg ≈8.8% | ≈8.8% | 7.9% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | WAFD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 7.8%5Y avg ≈4.6% | ≈4.6% | · | · | |
| Revenue CAGR 3Y | 4.5%5Y avg ≈3.8% | ≈3.8% | · | · | |
| Revenue CAGR 5Y | 4.6% | · | · | · | |
| EPS YoY | 5.2%5Y avg ≈5.9% | ≈5.9% | · | · | |
| Net Income YoY | 13.0%5Y avg ≈6.8% | ≈6.8% | · | · | |
| EPS CAGR 3Y | -8.1%5Y avg ≈3.8% | ≈3.8% | · | · | |
| EPS CAGR 5Y | 3.1% | · | · | · | |
| Net Income CAGR 3Y | -1.5%5Y avg ≈5.2% | ≈5.2% | · | · | |
| Net Income CAGR 5Y | 5.4% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | WAFD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.05Y avg ≈0.0 | ≈0.0 | 0.0 | Weak | |
| Revenue / Employee | ≈$14.4K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield3.5%
Payout Ratio37.4%
Annualized Payout≈$1.08
5Y Div CAGR≈4.2%
Growth Streak≈16
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 21, 2026 | $0.27 | USD | ≈3.0% |
| May 22, 2026 | $0.27 | USD | ≈3.1% |
| Feb 13, 2026 | $0.27 | USD | ≈3.3% |
| Nov 21, 2025 | $0.27 | USD | ≈3.4% |
| Aug 22, 2025 | $0.27 | USD | ≈3.4% |
| May 23, 2025 | $0.27 | USD | ≈3.7% |
| Feb 21, 2025 | $0.27 | USD | ≈3.6% |
| Nov 22, 2024 | $0.26 | USD | ≈2.8% |
| Aug 23, 2024 | $0.26 | USD | ≈2.8% |
| May 23, 2024 | $0.26 | USD | ≈3.7% |
| Feb 22, 2024 | $0.26 | USD | ≈3.7% |
| Nov 22, 2023 | $0.25 | USD | ≈3.7% |
| Aug 24, 2023 | $0.25 | USD | ≈3.7% |
| May 18, 2023 | $0.25 | USD | ≈3.7% |
| Feb 23, 2023 | $0.25 | USD | ≈2.7% |
| Nov 17, 2022 | $0.24 | USD | ≈2.8% |
| Aug 18, 2022 | $0.24 | USD | ≈2.7% |
| May 19, 2022 | $0.24 | USD | ≈3.0% |
| Feb 3, 2022 | $0.24 | USD | ≈2.7% |
| Nov 4, 2021 | $0.23 | USD | ≈2.6% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
3.0%
Next Report
Oct 14, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | $0.84 | $0.83 | 1.1% | |
| March 31, 2026 | $0.82 | $0.77 | 7.0% | |
| Dec. 31, 2025 | $0.79 | $0.77 | 2.9% | |
| Sept. 30, 2025 | $0.72 | $0.79 | -8.4% | |
| June 30, 2025 | $0.73 | $0.69 | 5.5% | |
| March 31, 2025 | $0.65 | $0.59 | 10.0% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $30M | $28M | $26M | $26M | $25M | $24M | $25M | $26M | |
| Interest Expense | · | · | $353M | $72M | $87M | $152M | $190M | $135M | |
| Interest Income | $1.34B | $1.37B | $1.04B | $666M | $592M | $621M | $671M | $607M | |
| Pretax Income | $290M | $256M | $325M | $300M | $233M | $219M | $263M | $257M | |
| Income Tax | $64M | $56M | $68M | $64M | $50M | $46M | $53M | $53M | |
| Net Income | $226M | $200M | $257M | $236M | $184M | $173M | $210M | $204M | |
| EPS (Basic) | $2.64 | $2.50 | $3.72 | $3.40 | $2.39 | $2.26 | $2.61 | $2.40 | |
| EPS (Diluted) | $2.63 | $2.50 | $3.72 | $3.39 | $2.39 | $2.26 | $2.61 | $2.40 | |
| Shares (Basic) | 80,184,395 | 74,244,323 | 65,192,510 | 65,287,650 | 72,529,188 | 76,721,969 | 80,471,316 | 85,008,040 | |
| Shares (Diluted) | 80,255,189 | 74,290,568 | 65,255,283 | 65,404,110 | 72,565,920 | 76,731,464 | 80,495,163 | 85,109,843 | |
| EBITDA | $10M | $134M | · | · | · | · | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $657M | $2.38B | $981M | $684M | $2.09B | $1.70B | $419M | $269M | |
| PP&E (Net) | $261M | $248M | $237M | $243M | $255M | $253M | $274M | $268M | |
| PP&E (Gross) | $444M | $422M | $392M | $389M | $388M | $413M | $444M | $417M | |
| Accum. Depreciation | $183M | $174M | $155M | $146M | $133M | $160M | $170M | $149M | |
| Goodwill | $415M | $411M | $305M | $303M | $303M | $303M | $301M | $301M | |
| Intangibles | $27M | $37M | $6M | $6M | $7M | $7M | $8M | $10M | |
| Total Assets | $26.70B | $28.06B | $22.47B | $20.77B | $19.65B | $18.79B | $16.47B | $15.87B | |
| Total Liabilities | $23.66B | $25.06B | $20.05B | $18.50B | $17.52B | $16.78B | $14.44B | $13.87B | |
| Common Stock | $154M | $154M | $136M | $136M | $136M | $136M | $136M | $135M | |
| Retained Earnings | $2.11B | $1.98B | $1.87B | $1.69B | $1.53B | $1.42B | $1.34B | $1.19B | |
| Treasury Stock | $1.74B | $1.64B | $1.61B | $1.59B | $1.59B | $1.24B | $1.13B | $1.00B | |
| AOCI | $57M | $56M | $47M | $52M | $70M | $17M | $15M | $8M | |
| Stockholders' Equity | $3.04B | $3.00B | $2.43B | $2.27B | $2.13B | $2.01B | $2.03B | $2.00B | |
| Liabilities + Equity | $26.70B | $28.06B | $22.47B | $20.77B | $19.65B | $18.79B | $16.47B | $15.87B | |
| Shares Outstanding | 78,186,520 | 81,220,269 | 64,736,916 | 65,330,126 | 65,145,268 | 75,689,364 | 78,841,463 | 82,710,911 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $134M | $23M | $64M | · | · | · | · | |
| Stock-based Comp | $9M | $9M | $8M | $7M | $6M | $6M | $5M | $5M | |
| Deferred Tax | $11M | $-7M | $5M | $6M | $-10M | $-9M | $2M | $9M | |
| Amort. of Intangibles | $10M | $8M | $980.0K | $1M | $1M | $2M | $2M | $2M | |
| Other Non-cash | $-18M | $103M | · | · | · | · | · | · | |
| Operating Cash Flow | $237M | $439M | $214M | $268M | $314M | $167M | $234M | $191M | |
| CapEx | $29M | $25M | $15M | $12M | $29M | $32M | $36M | $27M | |
| Investing Cash Flow | $-318M | $3.29B | $-1.38B | $-2.49B | $-580M | $-921M | $-421M | $-674M | |
| Debt Issued | $11.02B | $17.04B | $17.18B | $7.34B | $7.40B | $10.88B | $13.31B | $13.25B | |
| Net Debt Issued | $11.02B | · | $17.18B | $7.34B | $7.40B | $10.88B | $13.31B | $13.25B | |
| Stock Repurchased | $102M | $27M | $30M | $3M | $349M | $112M | $124M | $164M | |
| Net Stock Activity | $-102M | $-27M | $-30M | $-3M | $-349M | $-112M | $-124M | $-164M | |
| Dividends Paid | $85M | $74M | $64M | $62M | $66M | $66M | $63M | $56M | |
| Financing Cash Flow | $-1.64B | $-2.33B | $1.46B | $818M | $653M | $2.04B | $338M | $439M | |
| Net Change in Cash | $-1.72B | $1.40B | $297M | $-1.41B | $388M | $1.28B | $151M | $-44M | |
| Taxes Paid | $42M | $20M | $61M | $35M | · | · | · | · | |
| Free Cash Flow | $208M | $415M | $199M | $257M | $285M | $135M | $199M | $164M | |
| Levered FCF | · | · | $-80M | $200M | $217M | $15M | $46M | $57M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 762.5% | 727.2% | 988.2% | 911.0% | 743.8% | 732.1% | 38.7% | 39.5% | |
| Pretax Margin | 976.9% | 930.9% | 1247.9% | 1156.6% | 944.4% | 925.2% | 48.4% | 49.8% | |
| EBITDA Margin | 32.8% | 487.5% | · | · | · | · | · | · | |
| ROA | 0.83% | 0.79% | 1.2% | 1.2% | 0.96% | 0.98% | 1.3% | 1.3% | |
| ROE | 7.4% | 6.7% | 10.7% | 10.5% | 8.4% | 8.7% | 10.4% | 10.2% |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $38.88 | $36.94 | $37.48 | $34.81 | $32.64 | $26.61 | $25.79 | $24.14 | |
| Revenue / Share | $0.37 | $0.37 | $0.40 | $0.40 | $0.34 | $0.31 | $6.75 | $6.07 | |
| Cash Flow / Share | $2.95 | $5.91 | $3.28 | $4.10 | $4.33 | $2.17 | $2.91 | $2.24 | |
| Cash / Share | $8.41 | $29.32 | $15.15 | $10.47 | $32.09 | $22.50 | $5.32 | $3.25 | |
| Dividend Paid / Share | $1.07 | $1.03 | $0.99 | $0.95 | $0.91 | $0.87 | $0.79 | $0.67 | |
| EPS (TTM) | $2.63 | $2.50 | $3.72 | $3.39 | $2.39 | $2.26 | $2.61 | $2.40 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.8% | 5.6% | 0.42% | 5.1% | 4.2% | · | · | · | |
| Revenue CAGR 3Y | 4.5% | 3.7% | 3.2% | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.6% | · | · | · | · | · | · | · | |
| EPS YoY | 5.2% | -32.8% | 9.7% | 41.8% | 5.8% | · | · | · | |
| EPS CAGR 3Y | -8.1% | 1.5% | 18.1% | · | · | · | · | · | |
| EPS CAGR 5Y | 3.1% | · | · | · | · | · | · | · | |
| Net Income YoY | 13.0% | -22.3% | 8.9% | 28.7% | 5.9% | · | · | · | |
| Net Income CAGR 3Y | -1.5% | 2.9% | 14.1% | · | · | · | · | · | |
| Net Income CAGR 5Y | 5.4% | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 4.9% | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $30M | $28M | $26M | $26M | $25M | $24M | $25M | $26M | |
| Net Income TTM | $226M | $200M | $257M | $236M | $184M | $173M | $210M | $204M | |
| Market Cap | $2.37B | $2.83B | $1.66B | $1.96B | $2.24B | $1.58B | $2.92B | $2.65B | |
| P/E | 11.5 | 13.9 | 6.9 | 8.8 | 14.4 | 9.2 | 14.2 | 13.3 | |
| P/S | 79.9 | 102.9 | 63.7 | 75.5 | 90.5 | 66.6 | 117.2 | 102.2 | |
| P/B | 0.8 | 0.9 | 0.7 | 0.9 | 1.1 | 0.8 | 1.4 | 1.3 | |
| P / Tangible Book | 0.9 | 1.1 | 0.8 | 1.0 | 1.2 | 0.9 | · | · | |
| P / Cash Flow | 10.0 | 6.4 | 7.8 | 7.3 | 7.1 | 9.5 | 12.5 | 13.9 | |
| P / FCF | 11.4 | 6.8 | 8.3 | 7.6 | 7.8 | 11.7 | 14.7 | 16.2 | |
| Dividend Yield | 3.6% | 2.6% | 3.9% | 3.1% | 2.9% | 4.2% | 2.2% | 2.1% | |
| Earnings Yield | 8.7% | 7.2% | 14.5% | 11.3% | 7.0% | 10.8% | 7.1% | 7.5% | |
| Payout Ratio | 37.4% | 37.1% | 24.8% | 26.1% | 35.9% | 38.3% | 30.1% | 27.5% | |
| Annual Payout | $85M | $74M | $64M | $62M | $66M | $66M | $63M | $56M |
Income Statement
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8M | $8M | $8M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $6M | $6M | $7M | $7M | $6M | |
| Interest Expense | · | · | · | · | · | · | · | $160M | $135M | · | $104M | $80M | $51M | · | $15M | $16M | |
| Interest Income | $322M | $327M | $332M | $336M | $345M | $374M | $392M | $319M | $287M | $282M | $272M | $255M | $233M | $239M | $149M | $139M | |
| Pretax Income | $82M | $78M | $80M | $72M | $60M | $81M | $83M | $21M | $72M | $59M | $79M | $85M | $102M | $93M | $81M | $63M | |
| Income Tax | $18M | $17M | $18M | $16M | $13M | $20M | $18M | $5M | $13M | $9M | $18M | $19M | $22M | $20M | $18M | $14M | |
| Net Income | $64M | $61M | $62M | $56M | $47M | $61M | $65M | $16M | $58M | $50M | $62M | $66M | $80M | $73M | $63M | $49M | |
| EPS (Basic) | $0.79 | $0.72 | $0.73 | $0.65 | $0.54 | $0.73 | $0.75 | $0.17 | $0.85 | $0.72 | $0.89 | $0.95 | $1.16 | $1.07 | $0.91 | $0.70 | |
| EPS (Diluted) | $0.79 | $0.71 | $0.73 | $0.65 | $0.54 | $0.73 | $0.75 | $0.17 | $0.85 | $0.72 | $0.89 | $0.95 | $1.16 | $1.07 | $0.91 | $0.70 | |
| Shares (Basic) | 76,969,729 | · | 79,888,520 | 81,061,206 | 81,294,227 | · | 81,374,811 | 70,129,072 | 64,297,499 | · | 65,194,880 | 65,511,131 | 65,341,974 | · | 65,315,481 | 65,301,171 | |
| Shares (Diluted) | 77,015,554 | · | 79,907,672 | 81,105,536 | 81,401,599 | · | 81,393,708 | 70,164,558 | 64,312,110 | · | 65,212,846 | 65,551,185 | 65,430,690 | · | 65,395,666 | 65,445,206 | |
| EBITDA | $-2M | · | · | · | $44M | · | · | · | $-22M | · | · | · | · | · | · | · |
Balance Sheet
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $735M | $657M | $809M | $1.23B | $1.51B | $2.38B | $2.49B | $1.51B | $1.14B | · | $1.14B | $1.12B | $646M | · | $607M | $1.95B | |
| PP&E (Net) | $271M | $261M | $254M | $251M | $249M | $248M | $245M | $243M | $237M | · | $237M | $236M | $240M | · | $244M | $247M | |
| PP&E (Gross) | · | $444M | · | · | · | $422M | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | $183M | · | · | · | $174M | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $416M | $415M | $415M | $415M | $415M | $411M | $412M | $411M | $305M | $305M | $303M | $303M | $303M | $303M | $303M | $303M | |
| Intangibles | $27M | $27M | $30M | $32M | $34M | $37M | $40M | $42M | · | $6M | · | · | · | $6M | · | · | |
| Total Assets | $27.29B | $26.70B | $26.73B | $27.64B | $27.68B | $28.06B | $28.58B | $30.14B | $22.64B | · | $22.55B | $22.33B | $21.65B | · | $20.16B | $20.56B | |
| Total Liabilities | $24.26B | $23.66B | $23.72B | $24.61B | $24.66B | $25.06B | $25.62B | $27.22B | $20.19B | · | $20.16B | $19.95B | $19.33B | · | $17.94B | $18.37B | |
| Common Stock | $155M | $154M | $154M | $154M | $154M | $154M | $154M | $154M | $137M | · | $136M | $136M | $136M | · | $136M | $136M | |
| Retained Earnings | $2.15B | $2.11B | $2.07B | $2.03B | $2.00B | $1.98B | $1.94B | $1.90B | $1.91B | · | $1.84B | $1.80B | $1.75B | · | $1.63B | $1.59B | |
| Treasury Stock | $1.80B | $1.74B | $1.71B | $1.66B | $1.64B | $1.64B | $1.64B | $1.63B | $1.63B | · | $1.61B | $1.58B | $1.59B | · | $1.59B | $1.59B | |
| AOCI | $62M | $57M | $42M | $51M | $53M | $56M | $55M | $52M | $47M | · | $47M | $44M | $42M | · | $54M | $71M | |
| Stockholders' Equity | $3.03B | $3.04B | $3.01B | $3.03B | $3.02B | $3.00B | $2.96B | $2.92B | $2.45B | $2.43B | $2.39B | $2.38B | $2.32B | $2.27B | $2.22B | $2.19B | |
| Liabilities + Equity | $27.29B | $26.70B | $26.73B | $27.64B | $27.68B | $28.06B | $28.58B | $30.14B | $22.64B | · | $22.55B | $22.33B | $21.65B | · | $20.16B | $20.56B | |
| Shares Outstanding | 76,448,351 | 78,186,520 | 79,130,276 | 80,758,674 | 81,373,760 | 81,220,269 | 81,157,173 | 81,405,391 | 64,254,700 | · | 64,721,190 | 65,793,099 | 65,387,745 | · | 65,321,869 | 65,306,928 |
Cash Flow
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $-2M | $-1M | $-14M | $-20M | $44M | $-60M | $-12M | $228M | $-22M | $7M | $15M | $-749.0K | $2M | $17M | $16M | $23M | |
| Stock-based Comp | $2M | $2M | $2M | $3M | $2M | $2M | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $2M | |
| Amort. of Intangibles | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $1M | $266.0K | · | · | · | · | · | · | · | |
| Other Non-cash | $-4M | · | · | · | $-44M | · | · | · | $72M | · | · | · | · | · | · | · | |
| Operating Cash Flow | $60M | $57M | $58M | $72M | $49M | $97M | $63M | $169M | $110M | $83M | $20M | $45M | $66M | $97M | $88M | $56M | |
| CapEx | $10M | $12M | $5M | $6M | $6M | $7M | $5M | $4M | $8M | $4M | $6M | $3M | $2M | · | · | · | |
| Investing Cash Flow | $-512M | $-59M | $469M | $-214M | $-515M | $363M | $2.52B | $480M | $-71M | $-91M | $-149M | $-205M | $-932M | $-510M | $-955M | $-481M | |
| Debt Issued | $3.88B | $3.13B | $2.53B | $3.20B | $2.17B | $1.10B | $4.55B | $5.34B | $6.05B | $3.60B | $3.90B | $5.28B | $4.40B | · | · | · | |
| Net Debt Issued | $3.88B | · | · | · | $2.17B | · | · | · | $6.05B | · | · | · | · | · | · | · | |
| Stock Repurchased | $58M | $29M | $48M | $21M | $3M | $250.0K | $10M | $240.0K | $17M | $13.0K | $29M | $108.0K | $2M | $48.0K | $77.0K | $162.0K | |
| Net Stock Activity | $-58M | · | · | · | $-3M | · | · | · | $-17M | · | · | · | · | · | · | · | |
| Dividends Paid | $20M | $21M | $21M | $22M | $21M | $21M | $21M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | |
| Financing Cash Flow | $529M | $-151M | $-949M | $-134M | $-408M | $-571M | $-1.59B | $-288M | $125M | $-150M | $150M | $633M | $828M | $490M | $-473M | $492M | |
| Net Change in Cash | $78M | $-152M | $-422M | $-276M | $-873M | $-111M | $987M | $361M | $164M | $-159M | $21M | $473M | $-38M | $77M | $-1.34B | $67M | |
| Taxes Paid | $125.0K | $10M | $8M | $23M | $200.0K | $6M | $3M | $12M | $-738.0K | $14M | $16M | $30M | $1M | $16M | $256.0K | $19M | |
| Free Cash Flow | $50M | · | · | · | $43M | · | · | · | $102M | · | · | · | · | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | $-8M | · | · | · | · | · | · | · |
Profitability
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 816.9% | · | 816.5% | 797.1% | 670.8% | · | 927.6% | 237.2% | 859.4% | · | 927.5% | 1065.5% | · | · | 957.1% | 785.7% | |
| Pretax Margin | 1047.3% | · | 1051.1% | 1020.4% | 855.1% | · | 1188.8% | 313.0% | 1054.0% | · | 1193.6% | 1366.0% | · | · | 1222.5% | 1002.2% | |
| EBITDA Margin | -19.9% | · | · | · | 629.4% | · | · | · | -324.8% | · | · | · | · | · | · | · | |
| ROA | 0.23% | · | 0.22% | 0.19% | 0.19% | · | 0.25% | 0.06% | 0.26% | · | 0.29% | 0.31% | · | · | 0.32% | 0.25% | |
| ROE | 2.1% | · | 2.1% | 1.9% | 1.7% | · | 2.4% | 0.60% | 2.5% | · | 2.7% | 2.9% | · | · | 2.9% | 2.2% |
Efficiency
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | · | · | 0.0 | 0.0 |
Per Share
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $39.63 | · | $38.09 | $37.55 | $37.13 | · | $36.45 | $35.89 | $38.16 | · | $36.99 | $36.10 | · | · | $33.99 | $33.56 | |
| Revenue / Share | $0.10 | · | $0.10 | $0.09 | $0.09 | · | $0.09 | $0.10 | $0.11 | · | $0.10 | $0.09 | · | · | $0.10 | $0.10 | |
| Cash Flow / Share | $0.79 | · | · | · | $0.61 | · | · | · | $1.71 | · | · | · | · | · | · | · | |
| Cash / Share | $9.61 | · | $10.23 | $15.25 | $18.53 | · | $30.71 | $18.50 | $17.82 | · | $17.61 | $17.00 | · | · | $9.30 | $29.82 | |
| Dividend Paid / Share | $0.27 | $0.27 | $0.27 | $0.27 | $0.26 | $0.26 | $0.26 | $0.26 | $0.25 | $0.25 | $0.25 | $0.25 | $0.24 | $0.24 | $0.24 | $0.24 | |
| EPS (TTM) | · | · | · | · | $2.19 | · | $2.49 | $2.63 | $3.41 | · | $4.07 | $4.09 | $3.84 | · | $3.03 | $2.73 |
Valuation (TTM)
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | · | · | · | $28M | · | $27M | $27M | $26M | · | $26M | $26M | $26M | · | $26M | $25M | |
| Net Income TTM | · | · | · | · | $189M | · | $189M | $186M | $236M | · | $281M | $282M | $266M | · | $215M | $199M | |
| Market Cap | $2.45B | · | $2.32B | $2.31B | $2.62B | · | $2.32B | $2.36B | $2.12B | · | $1.72B | $1.98B | · | · | $1.96B | $2.14B | |
| P/E | · | · | · | · | 14.7 | · | 11.5 | 11.0 | 9.7 | · | 6.5 | 7.4 | 8.7 | · | 9.9 | 12.0 | |
| P/S | · | · | · | · | 94.5 | · | 84.9 | 87.5 | 79.9 | · | 66.5 | 76.9 | · | · | 75.9 | 84.3 | |
| P/B | 0.8 | · | 0.8 | 0.8 | 0.9 | · | 0.8 | 0.8 | 0.9 | · | 0.7 | 0.8 | · | · | 0.9 | 1.0 | |
| P / Tangible Book | 0.9 | · | 0.9 | 0.9 | 1.0 | · | 0.9 | 1.0 | 1.0 | · | 0.8 | 1.0 | 1.1 | · | 1.0 | 1.1 | |
| P / Cash Flow | 40.5 | · | · | · | 53.1 | · | · | · | 19.2 | · | · | · | · | · | · | · | |
| Dividend Yield | · | · | · | · | 3.0% | · | 3.0% | 2.7% | 3.0% | · | 3.7% | 3.2% | · | · | 3.1% | 2.9% | |
| Earnings Yield | · | · | · | · | 6.8% | · | 8.7% | 9.1% | 10.3% | · | 15.3% | 13.6% | 11.5% | · | 10.1% | 8.3% | |
| Payout Ratio | 31.7% | · | · | · | 44.3% | · | · | · | 27.4% | · | · | · | · | · | · | · | |
| Annual Payout | · | · | · | · | $79M | · | $69M | $64M | $64M | · | $63M | $63M | $62M | · | $61M | $62M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 |
|---|---|---|---|---|---|
| Revenue | $30M | $28M | $26M | $26M | $25M |
| Net Income | $226M | $200M | $257M | $236M | $184M |
| Diluted EPS | $2.63 | $2.50 | $3.72 | $3.39 | $2.39 |
No data for this statement
Not enough fundamentals data to build this statement yet.
| Metric | 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $208M | $415M | $199M | $257M | $285M |
Institutional owners (13F) 296 filers · $2.6B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
296
Value held
$2.6B
New positions
57
Exited positions
23
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 57 (+14 vs prior Q) | 23 (-5 vs prior Q) | 96 (+17 vs prior Q) | 87 (-2 vs prior Q) | +2.3M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $413,410,236 | 10,774,309 | 15.61% | Shares |
| VANGUARD GROUP INC | $281,187,464 | 8,778,878 | 10.62% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $190,484,434 | 4,964,442 | 7.19% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $182,450,117 | 4,755,020 | 6.89% | Shares |
| STATE STREET CORP | $166,746,926 | 4,345,763 | 6.30% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $127,555,540 | 3,324,356 | 4.82% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $120,570,500 | 3,142,312 | 4.55% | Shares |
| ALLIANCEBERNSTEIN L.P. | $119,555,940 | 3,807,514 | 4.52% | Shares |
| AMERICAN CENTURY COMPANIES INC | $92,723,714 | 2,416,568 | 3.50% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $76,270,933 | 1,987,447 | 2.88% | Shares |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $59,785,824 | 1,558,139 | 2.26% | Shares |
| AMERIPRISE FINANCIAL INC | $41,988,570 | 1,094,307 | 1.59% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39,175,310 | 1,020,988 | 1.48% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $36,515,846 | 951,677 | 1.38% | Shares |
| BANK OF AMERICA CORP /DE/ | $34,654,968 | 903,179 | 1.31% | Shares |
| NORTHERN TRUST CORP | $31,909,644 | 831,630 | 1.21% | Shares |
| D. E. Shaw & Co., Inc. | $30,334,056 | 790,567 | 1.15% | Shares |
| GOLDMAN SACHS GROUP INC | $29,126,359 | 759,092 | 1.10% | Shares |
| MORGAN STANLEY | $28,256,072 | 736,410 | 1.07% | Shares |
| WELLS FARGO & COMPANY/MN | $26,512,465 | 690,969 | 1.00% | Shares |
| Bank of New York Mellon Corp | $26,488,702 | 690,349 | 1.00% | Shares |
| TWO SIGMA INVESTMENTS, LP | $21,732,423 | 566,391 | 0.82% | Shares |
| MILLENNIUM MANAGEMENT LLC | $21,343,581 | 556,257 | 0.81% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $20,646,014 | 538,077 | 0.78% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $20,471,201 | 533,521 | 0.77% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $20,004,507 | 521,358 | 0.76% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $19,579,483 | 510,281 | 0.74% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $18,755,486 | 488,806 | 0.71% | Shares |
| Qube Research & Technologies Ltd | $17,657,682 | 460,195 | 0.67% | Shares |
| MetLife Investment Management, LLC | $16,950,063 | 441,753 | 0.64% | Shares |
| Invesco Ltd. | $15,357,286 | 400,242 | 0.58% | Shares |
| Empowered Funds, LLC | $13,371,062 | 348,477 | 0.50% | Shares |
| DAVIDSON INVESTMENT ADVISORS | $10,852,514 | 282,839 | 0.41% | Shares |
| CONGRESS ASSET MANAGEMENT CO | $10,662,724 | 277,892 | 0.40% | Shares |
| Public Sector Pension Investment Board | $9,740,416 | 253,855 | 0.37% | Shares |
| Nuveen, LLC | $8,703,008 | 226,818 | 0.33% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8,460,508 | 220,498 | 0.32% | Shares |
| UBS Group AG | $8,107,543 | 211,299 | 0.31% | Shares |
| Baird Financial Group, Inc. | $7,651,515 | 199,414 | 0.29% | Shares |
| RHUMBLINE ADVISERS | $7,463,021 | 194,502 | 0.28% | Shares |
| ProShare Advisors LLC | $7,401,802 | 192,906 | 0.28% | Shares |
| Interval Partners, LP | $7,098,949 | 185,013 | 0.27% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $6,846,860 | 179,778 | 0.26% | Shares |
| Legal & General Group Plc | $6,561,463 | 171,005 | 0.25% | Shares |
| FIRST TRUST ADVISORS LP | $6,315,663 | 164,599 | 0.24% | Shares |
| Dana Investment Advisors, Inc. | $5,915,004 | 154,157 | 0.22% | Shares |
| FRANKLIN RESOURCES INC | $5,856,988 | 152,645 | 0.22% | Shares |
| Swiss National Bank | $5,840,912 | 152,226 | 0.22% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5,393,421 | 171,765 | 0.20% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $5,186,279 | 135,165 | 0.20% | Shares |
Company insiders 43 insiders · 18 officers · 24 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Brent J Beardall | President & CEO | Dec. 29, 2025 G | 366,892 | 2 | 0 | $100,200 |
| Kelli Holz | EVP & CFO | Nov. 11, 2025 A | 114,027 | 0 | 0 | $0 |
| Vincent L Beatty | EVP & Chief Financial Officer | Oct. 31, 2022 F | 37,819 | 0 | 0 | $0 |
| Kim E Robison | EVP & Chief Operations Officer | April 24, 2026 S | 116,099 | 0 | 1 | $-776,160 |
| Blayne Sanden | SVP & PAO | Feb. 27, 2026 F | 5,087 | 0 | 0 | $0 |
| Cathy E Cooper | EVP & Chief Consumer Banker | Feb. 6, 2026 S | 94,755 | 0 | 1 | $-178,981 |
| Ryan Mauer | EVP & Chief Credit Officer | Nov. 11, 2025 A | 126,740 | 0 | 0 | $0 |
| James Endrizzi | SVP & Regional Director | Jan. 16, 2025 D | 95,043 | 0 | 0 | $0 |
| Cory D Stewart | SVP & PAO | Oct. 31, 2022 F | 12,765 | 0 | 0 | $0 |
| Robert D Peters | EVP Commercial Banking Manager | Feb. 11, 2019 F | 52,361 | 0 | 0 | $0 |
| Mark Alan Schoonover | EVP & Chief Credit Officer | Oct. 31, 2018 F | 137,717 | 0 | 0 | $0 |
| Angela Dawne Veksler | EVP & CIO | Nov. 2, 2015 F | 46,840 | 0 | 0 | $0 |
| Thomas Eugene Kasanders | EVP | Nov. 2, 2015 F | 73,617 | 0 | 0 | $0 |
| Jack B Jacobson | EVP | Oct. 26, 2015 M | 116,851 | 0 | 0 | $0 |
| Diane Lea Kelleher | SVP | Sept. 30, 2015 D | 26,919 | 0 | 0 | $0 |
| Edwin C Hedlund | EVP & Secretary | Oct. 27, 2014 D | 96,292 | 0 | 0 | $0 |
| Simon E Powley | EVP | Oct. 29, 2013 A | 24,000 | 0 | 0 | $0 |
| Richard Joseph Collette | EVP | Jan. 21, 2009 A | 5,100 | 0 | 0 | $0 |
| Sean Singleton | Director | Jan. 2, 2026 F | 11,621 | 0 | 0 | $0 |
| Sylvia Hampel | Director | Jan. 2, 2026 A | 16,729 | 0 | 0 | $0 |
| Shawn Bice | Director | Jan. 2, 2026 A | 12,713 | 0 | 0 | $0 |
| Stephen Graham | Director | Jan. 2, 2026 A | 21,828 | 0 | 0 | $0 |
| Randall H Talbot | Director | Jan. 2, 2026 A | 66,511 | 0 | 0 | $0 |
| Mario Max Yzaguirre | Director | Jan. 2, 2026 A | 11,396 | 0 | 0 | $0 |
| David K Grant | Director | Jan. 2, 2026 A | 67,261 | 0 | 0 | $0 |
| Sudhir Steven Singh | Director | Jan. 2, 2026 A | 22,891 | 0 | 0 | $0 |
| Bradley M Shuster | Director | Jan. 2, 2026 A | 26,611 | 0 | 0 | $0 |
| Mark Tabbutt | Director | Jan. 2, 2024 A | 100,163 | 0 | 0 | $0 |
| Thomas J Kelley | Director | Jan. 19, 2022 S | 12,968 | 0 | 0 | $0 |
| Barbara Smith | Director | Jan. 3, 2022 A | 33,348 | 0 | 0 | $0 |
| Anna C Johnson | Director | Jan. 2, 2020 A | 35,183 | 0 | 0 | $0 |
| Roy M Whitehead | Director | Dec. 31, 2018 F | 206,775 | 0 | 0 | $0 |
| Erin N Lantz | Director | Jan. 24, 2018 A | 4,041 | 0 | 0 | $0 |
| Liane J Pelletier | Director | Jan. 15, 2014 A | 8,200 | 0 | 0 | $0 |
| Charles R Richmond | Director | Dec. 20, 2013 G | 46,857 | 0 | 0 | $0 |
| Derek L Chinn | Director | Sept. 14, 2012 S | 210,777 | 0 | 0 | $0 |
| John F Clearman | Director | Jan. 18, 2012 A | 21,833 | 0 | 0 | $0 |
| James J Doud JR | Director | Jan. 19, 2011 A | 11,927 | 0 | 0 | $0 |
| Dennis H Halvorson | Director | Jan. 19, 2011 A | 25,246 | 0 | 0 | $0 |
| Guy C Pinkerton | Director | Dec. 27, 2006 G | 231,683 | 0 | 0 | $0 |
| Alden W Harris | Director | May 3, 2006 S | 44,421 | 0 | 0 | $0 |
| Linda S Brower | · | Jan. 2, 2026 F | 62,765 | 0 | 0 | $0 |
| Thomas F Kenney | · | Oct. 10, 2008 P | 12,442 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 62 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| XSLV · Invesco Exchange-Traded Fund Trust … | 0.74% | 58,271 SH | Oct. 1, 2026 | Daily |
| XSVM · Invesco Exchange-Traded Fund Trust | 0.70% | 135,736 SH | Oct. 1, 2026 | Daily |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0.52% | 4,759 SH | Oct. 1, 2026 | Daily |
| DPST · Direxion Shares ETF Trust | 0.47% | 54,703 NS | July 31, 2026 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 0.41% | 151,993 | Oct. 1, 2026 | Daily |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.35% | 18,335 NS | July 31, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.30% | 156,785 SH | Aug. 19, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.20% | 32,306 NS | July 31, 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.20% | 442,709 | Oct. 1, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.19% | 431,911 NS | July 31, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.19% | 41,466 SH | Aug. 19, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.18% | 68,204 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.18% | 64,943 SH | Aug. 19, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.16% | 29,911 SH | Aug. 19, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.15% | 11,780 SH | Oct. 1, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.15% | 18,501 SH | Aug. 19, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.15% | 258,351 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.14% | 537,135 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.12% | 2,906 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.10% | 19,798 NS | July 31, 2026 | N-PORT |
| PFF · iShares Trust | 0.10% | 733,965 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.09% | 428,895 SH | Aug. 19, 2026 | Daily |
| RSSL · Global X Funds | 0.09% | 35,685 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.09% | 78,125 SH | Oct. 1, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.08% | 51,945 SH | Oct. 1, 2026 | Daily |
| IWM · iShares Trust | 0.08% | 1,827,893 SH | Sept. 11, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.07% | 6,361 SH | Oct. 1, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.07% | 296,035 NS | July 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.07% | 3,171 NS | July 31, 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.07% | 37,267 SH | Oct. 1, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.06% | 1,075,770 SH | Aug. 19, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.04% | 5,950 NS | July 31, 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.03% | 20,097 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 847,257 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.03% | 1,694,198 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.03% | 123,340 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.03% | 16,682 NS | July 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.03% | 901 NS | July 31, 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.02% | 383 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.02% | 4,475 SH | Sept. 11, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.02% | 76,497 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 10,650 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 13,458 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 188,529 NS | July 31, 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.01% | 287,326 SH | Aug. 19, 2026 | Daily |
| PFM · Invesco Exchange-Traded Fund Trust | 0.01% | 2,106 SH | Sept. 30, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.01% | 19,102 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 25,227 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 19,699 SH | Sept. 9, 2026 | Daily |
| ITOT · iShares Trust | 0.00% | 87,090 SH | Sept. 9, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 2,343,599 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 57,751 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 6,105 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 16,516 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 4,430,574 SH | Sept. 8, 2026 | Daily |
| IJS · iShares Trust | · | 643,475 SH | Aug. 31, 2026 | Daily |
| IWN · iShares Trust | · | 687,783 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 7,214 SH | Aug. 31, 2026 | Daily |
| SVAL · iShares Trust | · | 17,173 SH | Sept. 3, 2026 | Daily |
| ISCB · iShares Trust | · | 3,236 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 15,860 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 120,312 SH | Sept. 9, 2026 | Daily |
WAFD Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 9 analysts
SELL
Median target
$33.00
+7.1%
0 0.0%
Strong Buy
0 0.0%
Buy
6 66.7%
Hold
1 11.1%
Sell
2 22.2%
Strong Sell
12-Month Price Target
4 analysts · 2026-10-02Mean target $34.50 +12.0%
← Below all targets
Current price $30.80
Low$32.00
Mean$34.50
High$40.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| WAFD | $2.37B | 11.5 | 7.8% | 762.5% | 7.4% | · |
| BANR | · | 11.1 | 8.5% | 33.2% | 10.2% | · |
| BUSE | · | · | · | · | · | · |
| SYBT | $1.91B | 13.7 | · | 35.3% | 13.5% | · |
| BBT | · | 25.6 | 81.1% | 301.4% | 4.8% | · |
| NWBI | $1.75B | 13.0 | 25.3% | 19.2% | 7.1% | · |
| HTH | $2.02B | 12.9 | 7.8% | 12.9% | 7.6% | · |
| EFSC | · | · | · | · | · | · |
| SRCE | · | 9.7 | 12.0% | 36.5% | 13.3% | · |
| FCF | $1.73B | 11.5 | 9.4% | 29.1% | 9.9% | · |
| CHCO | · | 13.3 | 3.2% | 175.7% | 16.6% | · |
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
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Source: SEC 10-Q filed Feb 4, 2026