WAFD WaFd, Inc. - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$37.58
Price · Aug 18, 2026
Fundamentals as of Feb 4, 2026
52W Range
$26–$39
86% of range
Analyst Rating
HOLD
9 analysts
Price Target
$39
+4% upside
P/E (TTM)
14.3
ROE
7.4%
Net Profit Margin
762.5%

WAFD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$37.58
Market Cap
$2.94B
P/E (TTM)
14.3
EPS (TTM)
$2.63
Revenue (TTM)
$30M
Div Yield
2.9%
ROE
7.4%
Debt/Equity
—
52W Range
$26 – $39

WAFD Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $30M
8-point trend, +14.5%
2018-09-30 → 2025-09-30
EPS $2.63
10-point trend, +47.8%
2016-09-30 → 2025-09-30
Free Cash Flow $208M
10-point trend, +13.3%
2016-09-30 → 2025-09-30
Margins 762.5%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
WAFD
Peer Median
P/E (TTM)
5-point trend, -19.8%
14.3
12.6
P/S (TTM)
5-point trend, -11.8%
99.1
2.5
P/B
5-point trend, -25.9%
1.0
1.0
Price / FCF
5-point trend, +45.0%
14.1
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
WAFD
Peer Median
Net Profit Margin
5-point trend, +2.5%
762.5%
28.4%
ROA
5-point trend, -13.5%
0.83%
1.1%
ROE
5-point trend, -11.7%
7.4%
8.7%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
WAFD
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
WAFD
Peer Median
Revenue YoY
5-point trend, +20.1%
7.8%
—
Revenue CAGR 3Y
5-point trend, +20.1%
4.5%
—
Revenue CAGR 5Y
5-point trend, +20.1%
4.6%
—
EPS YoY
5-point trend, +10.0%
5.2%
—
Net Income YoY
5-point trend, +23.1%
13.0%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
WAFD
Peer Median
EPS (Diluted)
5-point trend, +10.0%
$2.63
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
WAFD
Peer Median
Payout Ratio
5-point trend, +4.3%
37.4%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
2.9%
Payout Ratio
37.4%
5Y Div CAGR
—
Ex-dateAmount
May 22, 2026$0.2700
Feb. 13, 2026$0.2700
Nov. 21, 2025$0.2700
Aug. 22, 2025$0.2700
May 23, 2025$0.2700
Feb. 21, 2025$0.2700
Nov. 22, 2024$0.2600
Aug. 23, 2024$0.2600
May 23, 2024$0.2600
Feb. 22, 2024$0.2600
Nov. 22, 2023$0.2500
Aug. 24, 2023$0.2500
May 18, 2023$0.2500
Feb. 23, 2023$0.2500
Nov. 17, 2022$0.2400
Aug. 18, 2022$0.2400
May 19, 2022$0.2400
Feb. 3, 2022$0.2400
Nov. 4, 2021$0.2300
Aug. 5, 2021$0.2300

WAFD Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

SELL 9 analysts
  • Strong Buy 0 0.0%
  • Buy 0 0.0%
  • Hold 6 66.7%
  • Sell 1 11.1%
  • Strong Sell 2 22.2%

12-Month Price Target

4 analysts · 2026-08-14
Median target $40.00 +6.4%
Mean target $39.00 +3.8%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.02%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.84 $0.83 0.01%
March 31, 2026 $0.82 $0.77 0.05%
Dec. 31, 2025 $0.79 $0.77 0.02%
Sept. 30, 2025 $0.72 $0.79 -0.07%
June 30, 2025 $0.73 $0.69 0.04%
March 31, 2025 $0.65 $0.59 0.06%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
WAFD $2.37B 11.5 7.8% 762.5% 7.4% —
NBTB — 12.5 10.4% 92.5% 9.1% —
CUBI — — — — — —
FRME — — — — — —
FBNC $2.11B 19.0 -3.6% 164.2% 6.9% —
BBT — 25.6 81.1% 301.4% 4.8% —
FIBK $3.50B 11.8 5.9% 28.5% 8.8% —
SYBT $1.91B 13.7 — 35.3% 13.5% —
BUSE — — — — — —
BANR — 11.1 8.5% 33.2% 10.2% —
EFSC — — — — — —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 11
Annual Income Statement data for WAFD
Metric Trend 20252024202320222021202020192018
Revenue 8-point trend, +14.5% $30M $28M $26M $26M $25M $24M $25M $26M
Interest Expense 6-point trend, +161.4% · · $353M $72M $87M $152M $190M $135M
Interest Income 8-point trend, +120.6% $1.34B $1.37B $1.04B $666M $592M $621M $671M $607M
Pretax Income 8-point trend, +12.6% $290M $256M $325M $300M $233M $219M $263M $257M
Income Tax 8-point trend, +19.1% $64M $56M $68M $64M $50M $46M $53M $53M
Net Income 8-point trend, +10.9% $226M $200M $257M $236M $184M $173M $210M $204M
EPS (Basic) 8-point trend, +10.0% $2.64 $2.50 $3.72 $3.40 $2.39 $2.26 $2.61 $2.40
EPS (Diluted) 8-point trend, +9.6% $2.63 $2.50 $3.72 $3.39 $2.39 $2.26 $2.61 $2.40
Shares (Basic) 8-point trend, -5.7% 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) 8-point trend, -5.7% 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 2-point trend, -92.8% $10M $134M · · · · · ·
Balance Sheet 15
Annual Balance Sheet data for WAFD
Metric Trend 20252024202320222021202020192018
Cash & Equivalents 8-point trend, +144.7% $657M $2.38B $981M $684M $2.09B $1.70B $419M $269M
PP&E (Net) 8-point trend, -2.5% $261M $248M $237M $243M $255M $253M $274M $268M
PP&E (Gross) 8-point trend, +6.6% $444M $422M $392M $389M $388M $413M $444M $417M
Accum. Depreciation 8-point trend, +23.0% $183M $174M $155M $146M $133M $160M $170M $149M
Goodwill 8-point trend, +37.6% $415M $411M $305M $303M $303M $303M $301M $301M
Intangibles 8-point trend, +176.0% $27M $37M $6M $6M $7M $7M $8M $10M
Total Assets 8-point trend, +68.3% $26.70B $28.06B $22.47B $20.77B $19.65B $18.79B $16.47B $15.87B
Total Liabilities 8-point trend, +70.6% $23.66B $25.06B $20.05B $18.50B $17.52B $16.78B $14.44B $13.87B
Common Stock 8-point trend, +14.1% $154M $154M $136M $136M $136M $136M $136M $135M
Retained Earnings 8-point trend, +77.1% $2.11B $1.98B $1.87B $1.69B $1.53B $1.42B $1.34B $1.19B
Treasury Stock 8-point trend, +73.7% $1.74B $1.64B $1.61B $1.59B $1.59B $1.24B $1.13B $1.00B
AOCI 8-point trend, +586.6% $57M $56M $47M $52M $70M $17M $15M $8M
Stockholders' Equity 8-point trend, +52.2% $3.04B $3.00B $2.43B $2.27B $2.13B $2.01B $2.03B $2.00B
Liabilities + Equity 8-point trend, +68.3% $26.70B $28.06B $22.47B $20.77B $19.65B $18.79B $16.47B $15.87B
Shares Outstanding 8-point trend, -5.5% 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 18
Annual Cash Flow data for WAFD
Metric Trend 20252024202320222021202020192018
D&A 4-point trend, -84.8% $10M $134M $23M $64M · · · ·
Stock-based Comp 8-point trend, +78.6% $9M $9M $8M $7M $6M $6M $5M $5M
Deferred Tax 8-point trend, +26.1% $11M $-7M $5M $6M $-10M $-9M $2M $9M
Amort. of Intangibles 8-point trend, +347.6% $10M $8M $980.0K $1M $1M $2M $2M $2M
Other Non-cash 2-point trend, -118.0% $-18M $103M · · · · · ·
Operating Cash Flow 8-point trend, +24.3% $237M $439M $214M $268M $314M $167M $234M $191M
CapEx 8-point trend, +5.8% $29M $25M $15M $12M $29M $32M $36M $27M
Investing Cash Flow 8-point trend, +52.8% $-318M $3.29B $-1.38B $-2.49B $-580M $-921M $-421M $-674M
Debt Issued 8-point trend, -16.8% $11.02B $17.04B $17.18B $7.34B $7.40B $10.88B $13.31B $13.25B
Net Debt Issued 7-point trend, -16.8% $11.02B · $17.18B $7.34B $7.40B $10.88B $13.31B $13.25B
Stock Repurchased 8-point trend, -37.9% $102M $27M $30M $3M $349M $112M $124M $164M
Net Stock Activity 8-point trend, +37.9% $-102M $-27M $-30M $-3M $-349M $-112M $-124M $-164M
Dividends Paid 8-point trend, +51.1% $85M $74M $64M $62M $66M $66M $63M $56M
Financing Cash Flow 8-point trend, -473.8% $-1.64B $-2.33B $1.46B $818M $653M $2.04B $338M $439M
Net Change in Cash 8-point trend, -3780.7% $-1.72B $1.40B $297M $-1.41B $388M $1.28B $151M $-44M
Taxes Paid 4-point trend, +18.7% $42M $20M $61M $35M · · · ·
Free Cash Flow 8-point trend, +27.3% $208M $415M $199M $257M $285M $135M $199M $164M
Levered FCF 6-point trend, -242.0% · · $-80M $200M $217M $15M $46M $57M
Profitability 5
Annual Profitability data for WAFD
Metric Trend 20252024202320222021202020192018
Net Margin 8-point trend, +1830.8% 762.5% 727.2% 988.2% 911.0% 743.8% 732.1% 38.7% 39.5%
Pretax Margin 8-point trend, +1860.4% 976.9% 930.9% 1247.9% 1156.6% 944.4% 925.2% 48.4% 49.8%
EBITDA Margin 2-point trend, -93.3% 32.8% 487.5% · · · · · ·
ROA 8-point trend, -36.6% 0.83% 0.79% 1.2% 1.2% 0.96% 0.98% 1.3% 1.3%
ROE 8-point trend, -27.2% 7.4% 6.7% 10.7% 10.5% 8.4% 8.7% 10.4% 10.2%
Efficiency 1
Annual Efficiency data for WAFD
Metric Trend 20252024202320222021202020192018
Asset Turnover 8-point trend, -96.7% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 6
Annual Per Share data for WAFD
Metric Trend 20252024202320222021202020192018
Book Value / Share 8-point trend, +61.0% $38.88 $36.94 $37.48 $34.81 $32.64 $26.61 $25.79 $24.14
Revenue / Share 8-point trend, -93.9% $0.37 $0.37 $0.40 $0.40 $0.34 $0.31 $6.75 $6.07
Cash Flow / Share 8-point trend, +31.8% $2.95 $5.91 $3.28 $4.10 $4.33 $2.17 $2.91 $2.24
Cash / Share 8-point trend, +158.8% $8.41 $29.32 $15.15 $10.47 $32.09 $22.50 $5.32 $3.25
Dividend Paid / Share 8-point trend, +59.7% $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 8-point trend, +9.6% $2.63 $2.50 $3.72 $3.39 $2.39 $2.26 $2.61 $2.40
Growth Rates 10
Annual Growth Rates data for WAFD
Metric Trend 20252024202320222021202020192018
Revenue YoY 5-point trend, +85.5% 7.8% 5.6% 0.42% 5.1% 4.2% · · ·
Revenue CAGR 3Y 3-point trend, +41.7% 4.5% 3.7% 3.2% · · · · ·
Revenue CAGR 5Y 4.6% · · · · · · ·
EPS YoY 5-point trend, -9.6% 5.2% -32.8% 9.7% 41.8% 5.8% · · ·
EPS CAGR 3Y 3-point trend, -144.9% -8.1% 1.5% 18.1% · · · · ·
EPS CAGR 5Y 3.1% · · · · · · ·
Net Income YoY 5-point trend, +121.6% 13.0% -22.3% 8.9% 28.7% 5.9% · · ·
Net Income CAGR 3Y 3-point trend, -110.4% -1.5% 2.9% 14.1% · · · · ·
Net Income CAGR 5Y 5.4% · · · · · · ·
Dividend CAGR 5Y 4.9% · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for WAFD
Metric Trend 20252024202320222021202020192018
Revenue TTM 8-point trend, +14.5% $30M $28M $26M $26M $25M $24M $25M $26M
Net Income TTM 8-point trend, +10.9% $226M $200M $257M $236M $184M $173M $210M $204M
Market Cap 8-point trend, -10.5% $2.37B $2.83B $1.66B $1.96B $2.24B $1.58B $2.92B $2.65B
P/E 8-point trend, -13.6% 11.5 13.9 6.9 8.8 14.4 9.2 14.2 13.3
P/S 8-point trend, -21.8% 79.9 102.9 63.7 75.5 90.5 66.6 117.2 102.2
P/B 8-point trend, -41.2% 0.8 0.9 0.7 0.9 1.1 0.8 1.4 1.3
P / Tangible Book 6-point trend, -1.6% 0.9 1.1 0.8 1.0 1.2 0.9 · ·
P / Cash Flow 8-point trend, -28.0% 10.0 6.4 7.8 7.3 7.1 9.5 12.5 13.9
P / FCF 8-point trend, -29.7% 11.4 6.8 8.3 7.6 7.8 11.7 14.7 16.2
Dividend Yield 8-point trend, +68.4% 3.6% 2.6% 3.9% 3.1% 2.9% 4.2% 2.2% 2.1%
Earnings Yield 8-point trend, +15.7% 8.7% 7.2% 14.5% 11.3% 7.0% 10.8% 7.1% 7.5%
Payout Ratio 8-point trend, +36.3% 37.4% 37.1% 24.8% 26.1% 35.9% 38.3% 30.1% 27.5%
Annual Payout 8-point trend, +51.1% $85M $74M $64M $62M $66M $66M $63M $56M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-09-302024-09-302023-09-302022-09-302021-09-30
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
Cash Flow
2025-09-302024-09-302023-09-302022-09-302021-09-30
Free Cash Flow $208M$415M$199M$257M$285M

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

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Institutional owners (13F) 297 filers · $1.7B 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.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
61 (+24 vs prior Q) 23 (-3 vs prior Q) 93 (+12 vs prior Q) 77 (-7 vs prior Q) +12.9M

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
DIMENSIONAL FUND ADVISORS LP $183,243,552 4,775,700 10.70% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $182,450,117 4,755,020 10.65% Shares
STATE STREET CORP $166,746,926 4,345,763 9.74% Shares
VANGUARD CAPITAL MANAGEMENT LLC $127,555,540 3,324,356 7.45% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $120,570,500 3,142,312 7.04% Shares
ALLIANCEBERNSTEIN L.P. $119,555,940 3,807,514 6.98% Shares
AMERICAN CENTURY COMPANIES INC $92,723,714 2,416,568 5.41% Shares
GEODE CAPITAL MANAGEMENT, LLC $65,686,761 1,711,602 3.84% Shares
SYSTEMATIC FINANCIAL MANAGEMENT LP $58,014,749 1,511,982 3.39% Shares
AMERIPRISE FINANCIAL INC $40,879,907 1,065,413 2.39% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $39,175,310 1,020,988 2.29% Shares
FRONTIER CAPITAL MANAGEMENT CO LLC $36,515,846 951,677 2.13% Shares
D. E. Shaw & Co., Inc. $30,334,056 790,567 1.77% Shares
TWO SIGMA INVESTMENTS, LP $21,732,423 566,391 1.27% Shares
MILLENNIUM MANAGEMENT LLC $21,343,581 556,257 1.25% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $20,646,014 538,077 1.21% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $20,471,201 533,521 1.20% Shares
VICTORY CAPITAL MANAGEMENT INC $20,004,507 521,358 1.17% Shares
PRINCIPAL FINANCIAL GROUP INC $19,519,165 508,709 1.14% Shares
VANGUARD FIDUCIARY TRUST CO $18,755,486 488,806 1.10% Shares
Qube Research & Technologies Ltd $17,657,682 460,195 1.03% Shares
GOLDMAN SACHS GROUP INC $17,098,056 445,610 1.00% Shares
MetLife Investment Management, LLC $16,950,063 441,753 0.99% Shares
DAVIDSON INVESTMENT ADVISORS $10,852,514 282,839 0.63% Shares
CONGRESS ASSET MANAGEMENT CO $10,662,724 277,892 0.62% Shares
Public Sector Pension Investment Board $9,740,416 253,855 0.57% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8,460,508 220,498 0.49% Shares
Baird Financial Group, Inc. $7,651,515 199,414 0.45% Shares
RHUMBLINE ADVISERS $7,463,021 194,502 0.44% Shares
ProShare Advisors LLC $7,401,802 192,906 0.43% Shares
BANK OF AMERICA CORP /DE/ $7,216,783 188,084 0.42% Shares
Interval Partners, LP $7,098,949 185,013 0.41% Shares
FIRST TRUST ADVISORS LP $6,315,663 164,599 0.37% Shares
Dana Investment Advisors, Inc. $5,915,004 154,157 0.35% Shares
Swiss National Bank $5,840,912 152,226 0.34% Shares
ENVESTNET ASSET MANAGEMENT INC $5,186,279 135,165 0.30% Shares
FRANKLIN RESOURCES INC $4,530,077 118,063 0.26% Shares
Legal & General Group Plc $4,344,213 113,219 0.25% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $4,339,148 113,087 0.25% Shares
Brandywine Global Investment Management, LLC $3,730,374 116,465 0.22% Shares
HENNESSY ADVISORS INC $3,683,520 96,000 0.22% Shares
UBS Group AG $3,187,473 83,072 0.19% Shares
FIFTH THIRD BANCORP $3,180,525 82,891 0.19% Shares
Talbot Financial, LLC $3,103,995 80,896 0.18% Shares
RENAISSANCE TECHNOLOGIES LLC $3,078,387 80,229 0.18% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $3,052,716 79,560 0.18% Shares
VANGUARD ASSET MANAGEMENT, Ltd $3,018,760 78,675 0.18% Shares
AUXIER ASSET MANAGEMENT LLC $2,982,308 77,725 0.17% Shares
LPL Financial LLC $2,961,525 77,183 0.17% Shares
ExodusPoint Capital Management, LP $2,957,943 77,090 0.17% Shares
PRUDENTIAL FINANCIAL INC $2,947,890 76,828 0.17% Shares
DEUTSCHE BANK AG\ $2,936,303 76,526 0.17% Shares
CAPITAL FUND MANAGEMENT S.A. $2,932,657 76,431 0.17% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2,873,194 91,503 0.17% Shares
Corient Private Wealth LP $2,643,655 68,899 0.15% Shares
COMERICA BANK $2,301,098 71,842 0.13% Shares
Quantinno Capital Management LP $2,220,803 57,878 0.13% Shares
BlackRock, Inc. $2,180,989 56,841 0.13% Shares
Rafferty Asset Management, LLC $1,974,060 51,448 0.12% Shares
BNP PARIBAS FINANCIAL MARKETS $1,924,447 50,155 0.11% Shares
Federation des caisses Desjardins du Quebec $1,857,915 48,414 0.11% Shares
Trexquant Investment LP $1,771,466 46,168 0.10% Shares
Orion Porfolio Solutions, LLC $1,690,604 44,061 0.10% Shares
RAYMOND JAMES FINANCIAL INC $1,648,797 42,971 0.10% Shares
HUSSMAN STRATEGIC ADVISORS, INC. $1,611,540 42,000 0.09% Shares
TUDOR INVESTMENT CORP ET AL $1,581,688 41,222 0.09% Shares
CITADEL ADVISORS LLC $1,523,442 39,704 0.09% Shares
Vanguard Global Advisers, LLC $1,520,258 39,621 0.09% Shares
State of New Jersey Common Pension Fund D $1,512,584 39,421 0.09% Shares
Pathstone Holdings, LLC $1,512,275 39,413 0.09% Shares
Russell Investments Group, Ltd. $1,509,744 39,347 0.09% Shares
Illinois Municipal Retirement Fund $1,501,341 39,128 0.09% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1,417,042 36,931 0.08% Shares
Wakefield Asset Management LLLP $1,400,083 36,489 0.08% Shares
Integrated Quantitative Investments LLC $1,362,787 35,517 0.08% Shares
Orion Portfolio Solutions, LLC $1,342,563 46,976 0.08% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1,311,487 34,180 0.08% Shares
State of Tennessee, Department of Treasury $1,284,091 33,466 0.07% Shares
Louisiana State Employees Retirement System $1,243,188 32,400 0.07% Shares
MORGAN STANLEY $1,200,847 31,296 0.07% Shares
STRS OHIO $1,185,633 30,900 0.07% Shares
KLP KAPITALFORVALTNING AS $1,179,417 30,738 0.07% Shares
Edgestream Partners, L.P. $1,169,057 30,468 0.07% Shares
Invesco Ltd. $1,141,930 29,761 0.07% Shares
Connor, Clark & Lunn Investment Management Ltd. $1,130,150 29,454 0.07% Shares
VANGUARD GROUP INC $1,111,153 34,691 0.06% Shares
BARCLAYS PLC $1,102,024 28,721 0.06% Shares
JANUS HENDERSON GROUP PLC $1,075,607 34,255 0.06% Shares
NEW YORK STATE COMMON RETIREMENT FUND $1,064,844 27,752 0.06% Shares
Schonfeld Strategic Advisors LLC $989,178 25,780 0.06% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $983,922 25,643 0.06% Shares
Jain Global LLC $933,043 24,317 0.05% Shares
FMR LLC $872,427 22,737 0.05% Shares
STIFEL FINANCIAL CORP $853,544 22,245 0.05% Shares
Police & Firemen's Retirement System of New Jersey $847,593 22,090 0.05% Shares
ARIZONA STATE RETIREMENT SYSTEM $803,199 20,933 0.05% Shares
GABELLI FUNDS LLC $767,400 20,000 0.04% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $765,788 19,958 0.04% Shares
YOUSIF CAPITAL MANAGEMENT, LLC $761,990 19,859 0.04% Shares
IFG Advisory, LLC $759,969 19,806 0.04% 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
James Endrizzi SVP & Regional Director Jan. 16, 2025 D 95,043 0 0 $0
Ryan Mauer EVP & Chief Credit Officer Nov. 12, 2024 A 117,341 0 0 $0
Kim E Robison EVP & Chief Operations Officer Nov. 12, 2024 A 127,901 0 0 $0
Cathy E Cooper EVP & Chief Consumer Banker Nov. 12, 2024 A 91,215 0 0 $0
Blayne Sanden SVP & PAO Oct. 31, 2024 F 3,838 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 March 24, 2008 A — 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
Sean Singleton Director Jan. 2, 2025 F 10,282 0 0 $0
Sylvia Hampel Director Jan. 2, 2025 A 13,419 0 0 $0
Shawn Bice Director Jan. 2, 2025 A 9,403 0 0 $0
Stephen Graham Director Jan. 2, 2025 A 18,518 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 79 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 … 0.83% 55,783 SH Aug. 8, 2026 Daily
XSVM · Invesco Exchange-Traded Fund Trust 0.79% 142,044 SH Aug. 8, 2026 Daily
PSCF · Invesco Exchange-Traded Fund Trust … 0.59% 4,335 SH Aug. 8, 2026 Daily
DPST · Direxion Shares ETF Trust 0.48% 67,709 NS April 30, 2026 N-PORT
FYT · First Trust Exchange-Traded AlphaDE… 0.40% 20,483 NS April 30, 2026 N-PORT
SVAL · iShares Trust 0.39% 21,523 SH Aug. 8, 2026 Daily
PGF · Invesco Exchange-Traded Fund Trust 0.39% 156,763 Aug. 8, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS 0.30% 156,785 SH Aug. 8, 2026 Daily
IJS · iShares Trust 0.29% 643,475 SH Aug. 8, 2026 Daily
FYX · First Trust Exchange-Traded AlphaDE… 0.26% 88,439 NS April 30, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.25% 1,872,468 NS May 31, 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0.24% 6,638 NS May 31, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.22% 171,309 NS May 31, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.22% 45,887 NS May 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.20% 424,120 NS April 30, 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 32,014 NS April 30, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.19% 41,466 SH Aug. 8, 2026 Daily
PGX · Invesco Exchange-Traded Fund Trust … 0.19% 435,331 Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.18% 64,943 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.18% 687,783 SH Aug. 8, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.17% 11,781 SH Aug. 8, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.16% 29,911 SH Aug. 8, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND 0.15% 18,501 SH Aug. 8, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.15% 258,351 SH Aug. 8, 2026 Daily
IJR · iShares Trust 0.15% 4,430,574 SH Aug. 8, 2026 Daily
XJR · iShares Trust 0.14% 7,214 SH Aug. 8, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.14% 29,071 NS April 30, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.14% 539,831 NS April 30, 2026 N-PORT
SAA · ProShares Trust 0.12% 909 NS May 31, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.12% 2,725 NS April 30, 2026 N-PORT
SMLF · iShares Trust 0.11% 120,312 SH Aug. 8, 2026 Daily
FNDA · SCHWAB STRATEGIC TRUST 0.10% 256,034 NS May 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.10% 77,112 SH Aug. 8, 2026 Daily
PFF · iShares Trust 0.09% 733,965 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.09% 428,895 SH Aug. 8, 2026 Daily
RWJ · Invesco Exchange-Traded Fund Trust … 0.09% 48,650 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.08% 1,827,893 SH Aug. 8, 2026 Daily
ISCV · iShares Trust 0.08% 15,860 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.08% 6,397 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.08% 33,024 NS April 30, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.08% 3,167 NS April 30, 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0.08% 38,003 SH Aug. 8, 2026 Daily
DFAS · Dimensional ETF Trust 0.07% 296,037 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.07% 3,584 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.06% 1,075,770 SH Aug. 8, 2026 Daily
SCHA · SCHWAB STRATEGIC TRUST 0.06% 363,181 NS May 31, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.05% 13,165 NS May 31, 2026 N-PORT
ISCB · iShares Trust 0.04% 3,236 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.04% 2,804 NS May 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.04% 4,402 NS April 30, 2026 N-PORT