WaFd Surges on Strong Earnings, Aggressive Buybacks, and Credit Quality
WaFd, Inc. (Nasdaq: WAFD) reported robust second fiscal quarter results, exceeding analyst expectations with diluted earnings per common share of $0.82, a 26% year-over-year increase, and net income up 17% to $65.5 million. The Seattle-based bank demonstrated significant improvements in credit quality, a widening net interest margin, and an aggressive share repurchase program, buying back 3.6% of its outstanding shares. These strong fundamentals highlight the company's strategic resilience and disciplined risk management despite economic uncertainty, especially through its "Build 2030" strategy focusing on high-margin commercial and industrial lending.
WaFd declares dividend on Series A preferred stock, sets July 15 payment date
WaFd, Inc. has announced a cash dividend of $12.1875 per share on its 4.875% Fixed Rate Series A Non-Cumulative Perpetual Preferred Stock, payable on July 15, 2026. Each depositary share, trading as WAFDP, will receive $0.30468750. The company has a strong dividend track record, maintaining payments for 44 consecutive years and raising them for 7 consecutive years, and recently reported strong Q2 2026 financial results with earnings surpassing expectations.
WaFd declares $0.27 dividend
WaFd has declared a quarterly cash dividend of $0.27 per share. This dividend will be payable on June 10, 2026, to shareholders of record as of May 25, 2026.
Stronger Q2 Margins And Credit Protection Might Change The Case For Investing In WaFd (WAFD)
WaFd, Inc. reported stronger-than-expected Q2 2026 results, featuring improved net interest margins, continued dividends, and share repurchases. The company also highlighted strong credit protection with ample allowance for credit losses. While these factors support WaFd's investment thesis and its shift towards higher-margin commercial banking, investors should consider the ongoing risks from deposit competition and rising funding costs affecting profitability.
Savings deposits to total deposits of WaFd, Inc. – NASDAQ:WAFD
This article provides a financial update for WaFd, Inc. (NASDAQ: WAFD), specifically focusing on the ratio of savings deposits to total deposits. It indicates a period value, change, and percentage change for this metric, suggesting an analysis of the company's deposit structure.
Vanguard Group Inc. Lowers Position in WaFd, Inc. $WAFD
Vanguard Group Inc. reduced its stake in WaFd, Inc. by 3.0% in the fourth quarter, selling 272,792 shares, but remains the largest institutional owner with 8.78 million shares valued at $281.2 million. Other institutional investors showed mixed activity, while WaFd EVP Kim E. Robison sold 22,000 shares. Analyst sentiment for WaFd is improving, with Zacks upgrading the stock to "Strong-Buy" and increasing earnings forecasts after the company beat quarterly expectations with $0.83 EPS on $197.66 million in revenue.
Demand deposits to total deposits of WaFd, Inc. – NASDAQ:WAFD
This article provides a brief financial data point for WaFd, Inc. (NASDAQ: WAFD), specifically focusing on its demand deposits relative to total deposits. It indicates that the financial information is sourced from ICE Data Services and FactSet, with SEC filings provided by Quartr.
Stronger Q2 Margins And Credit Protection Might Change The Case For Investing In WaFd (WAFD)
WaFd, Inc. reported stronger Q2 2026 results including improved net interest margin and robust credit protection, alongside continued dividends and share repurchases. While these factors support its investment thesis focusing on a shift to higher-margin commercial banking, investors should still consider the risks of ongoing deposit competition and rising costs that could impact profitability. Despite stronger earnings and credit metrics, the stock is currently estimated to have a 13% downside to its fair value.
WaFd (Nasdaq:WAFD) - Stock Analysis
This Simply Wall Street analysis of WaFd (NASDAQ:WAFD) provides an overview of the company's financial health, performance, and future outlook. It highlights that WaFd is trading slightly below its estimated fair value, has shown consistent earnings growth, and offers a reliable dividend, but notes significant insider selling as a minor risk. The report also details recent earnings beats, ongoing challenges like deposit competition, and efforts to return capital to shareholders.
WAFD stock hits 52-week high at $36.02
WaFd Inc. (WAFD) stock reached a new 52-week high of $36.02, reflecting a substantial 29.08% total return over the past year and strong investor confidence. The company demonstrates robust financial health with a P/E ratio of 11.72 and a 3.03% dividend yield, having consistently raised dividends for seven years. Recent financial results for Q2 2026 also exceeded analyst expectations, with an EPS of $0.83 and revenue of $197.38 million.
WAFD stock hits 52-week high at $36.02 By Investing.com
WaFd Inc. (WAFD) stock reached a new 52-week high of $36.02, reflecting a 29.08% total return over the past year. The company boasts a P/E ratio of 11.72 and a dividend yield of 3.03%, having raised its dividend for seven consecutive years. This strong market performance follows impressive Q2 2026 earnings, where EPS and revenue both exceeded analyst expectations.
WAFD PE Ratio & Valuation, Is WAFD Overvalued
WaFd Inc (WAFD) is considered overvalued, with its current forward PE ratio of 13.55 exceeding its five-year average of 10.44. The fair price for WAFD is estimated to be between $25.52 and $34.52, making its current price of $35.95 approximately 4.14% overvalued. Despite robust revenue growth, its P/S ratio also appears unsustainable compared to industry averages.
Vanguard Capital Management (NYSE: WAFD) files 13G showing 5.28% stake
Vanguard Capital Management has filed a Schedule 13G, disclosing a 5.28% stake in WaFd Inc (WAFD). As of March 31, 2026, Vanguard beneficially owns 4,011,077 shares of common stock, with sole dispositive power over all these shares and sole voting power over 583,802 shares. This filing indicates a passive investment, and there is no stated intent for influencing control or future trading actions.
Vanguard owns 4.86M WaFd Inc (NASDAQ: WAFD) — 6.4% stake
Vanguard Portfolio Management has reported a 6.4% stake in WaFd Inc (NASDAQ: WAFD), holding 4,860,151 shares as of March 31, 2026. This Schedule 13G filing indicates a passive investment position, with Vanguard exercising sole dispositive power over all these shares and sole voting power over 39,606 shares. The report clarifies this is for investment purposes rather than activist intent.
Executive VP & COO Of WaFd Sold 27% Of Their Shares
WaFd's Executive VP & COO, Kim Robison, recently sold shares worth US$776k, reducing her total holding by 27%. This was the largest insider sale within the last year, and while it isn't an overwhelmingly negative sign, it suggests caution. Insiders overall own 1.2% of the company, and despite the company's profitability, the pattern of insider selling warrants careful consideration before investing.
WAFD EVP Kim Robison sells $776,160 in company stock
Kim E. Robison, EVP and COO at WAFD INC, sold 22,000 shares of company stock for $776,160 on April 24, 2026. This transaction occurred as WAFD stock is trading near its 52-week high, with a 29% return over the past year. Robison still directly holds 116,099 shares, including stock units from a Supplemental Executive Retirement Plan, following the sale.
EVP at WaFd (NASDAQ: WAFD) sells 22,000 shares at $35.28
Kim E. Robison, EVP & Chief Operations Officer at WaFd Inc. (NASDAQ: WAFD), sold 22,000 shares of company stock at a price of $35.28 per share on April 24, 2026. Following this open-market transaction, Robison now directly owns 116,099 shares, which includes 57,724 stock units from a Supplemental Executive Retirement Plan. This sale, valued at over $776,000, was disclosed in a Form 4 filing and is categorized with a "Very High" impact and "Negative" sentiment.
WaFd (WAFD) Investor presentation Summary
WaFd (WAFD) provided an investor presentation summary outlining its strong market position, financial performance, and strategic shifts. The company, established in 1917, reported a 39% year-over-year increase in net income for Q4 2025 and has consistently paid dividends since 1965. Key strategic changes include a move towards commercial lending and an increase in transaction accounts within its deposit base.
WAFD (NASDAQ: WAFD) files Form 144 for 22,000-share sale via Fidelity
WAFD Corp. has filed a Form 144 indicating a proposed sale of 22,000 shares of common stock through Fidelity Brokerage Services LLC. The filing specifies the sale date as April 24, 2026, with an aggregate market value of $776,160.00, and details several restricted stock vesting tranches from 2019 to 2024.
A Look At WaFd (WAFD) Valuation After Recent Share Price Gains
WaFd (WAFD) has seen recent share price gains of about 7% over the past week and month, placing its stock at $34.97. Despite these gains, Simply Wall St's narrative valuation suggests the stock is 12.8% overvalued with a fair value of $31, while its P/E ratio of 10.9x is still below industry averages, indicating potentially modest market expectations rather than being stretched. Investors are encouraged to review the company's detailed analysis, including risks and rewards, to make informed decisions.
WaFd (WAFD) Upgraded to Buy: What Does It Mean for the Stock?
WaFd (WAFD) has been upgraded to a Zacks Rank #2 (Buy), indicating an upward trend in its earnings estimates. This upgrade suggests an improvement in the company's underlying business, which could favorably impact its stock price. The Zacks rating system, which is based on earnings estimate revisions, has a strong track record of identifying stocks poised for market-beating returns.
WaFd, Inc. (NASDAQ:WAFD) Receives Consensus Recommendation of "Hold" from Analysts
WaFd, Inc. (NASDAQ:WAFD) has received a consensus "Hold" rating from analysts, with an average 12-month price target of $34.80. The company recently beat Q1 earnings and revenue estimates and pays a quarterly dividend of $0.27, representing a 3.0% yield. Insider selling by EVP Cathy E. Cooper and significant institutional ownership are also noted.
Why WaFd (WAFD) Is Up 7.7% After Beating Earnings And Returning To Loan Growth – And What's Next
WaFd, Inc. (WAFD) reported strong adjusted earnings of US$0.83 per share, exceeding analyst expectations due to higher net interest and non-interest income. The bank returned to net loan growth after over a year, primarily driven by its commercial and industrial portfolio, aligning with its "Build 2030" strategy to become more business-focused. This performance, coupled with share buybacks, supports its transition, though concerns about credit quality and expenses remain.
WAFD Maintained by Piper Sandler -- Price Target Raised to $36.0
Piper Sandler analyst Matthew Clark has maintained a Neutral rating for WaFd Inc (WAFD) but raised the price target from $30.50 to $36.00, suggesting increased optimism about the company's future performance. Despite this positive adjustment, GuruFocus indicates that WAFD is currently overvalued by 24.4% based on its GF Value™ of $28.32 compared to its current price of $35.24. Insider selling activity totaling $178,981 over the past three months may signal a lack of insider confidence, urging investors to weigh these factors before making decisions.
WaFd targets 8%-12% active loan growth while pursuing 20% noninterest deposits by 2030
This article details WaFd's strategic financial goals, focusing on achieving 8-12% active loan growth and increasing noninterest deposits to 20% by 2030. These objectives highlight the bank's commitment to expanding its loan portfolio while also improving its funding structure through a higher proportion of noninterest-bearing accounts.
WaFd (WAFD) Q2 2026 earnings summary
WaFd reported Q2 2026 net income of $66 million, or $0.82 per diluted share, marking a 26% year-over-year increase. The company's loan portfolio grew for the first time in over a year, and it repurchased 3.6% of outstanding shares. Management aims for net interest margin to reach 3% in two years and active loan portfolio growth of 8%-12%.
WaFd Jumps 7.5% Amid Sector-Wide Selling
WaFd, Inc. shares jumped 7.5% on Friday, April 17, 2026, reaching $34.95, as regional banking stocks experienced a broad rally. The gain was not company-specific but rather a sector-wide surge, with WaFd outperforming its peers despite the generalized positive sentiment. Investors are advised to monitor macro factors like interest rates, credit conditions, and regulatory developments to see if the rally will be sustained.
WaFd, Inc. (WAFD) Reports Strong Loan Growth and Earnings in Q2 2026
WaFd, Inc. (WAFD) reported a net income of $61.9 million ($0.82 per diluted share) for Q2 2026, driven by increased net interest income and controlled expenses, alongside a significant share repurchase program. The company also showed strong loan portfolio growth and improved asset quality. Despite a solid GF Score of 74/100 and a potentially undervalued P/E ratio, insider selling activity suggests a cautious outlook among some.
WaFd Jumps 7.5% Amid Sector-Wide Selling
WaFd Inc. shares rose 7.5% to $34.95 on Friday, April 17, 2026, as part of a broad rally in regional banking stocks, outperforming its peers. This sector-wide surge, evidenced by increased trading volume and gains across multiple regional banks, suggests a shift in investor sentiment driven by macro factors rather than company-specific news. Investors should monitor ongoing developments in interest rates, credit conditions, and regulatory changes to assess the sustainability of these gains.
WaFd: Fiscal Q2 Earnings Snapshot
WaFd, Inc. reported strong fiscal second-quarter results, with profits of $65.5 million or 83 cents per share, surpassing Wall Street's expectations of 74 cents per share. The bank's revenue, net of interest expense, reached $197.4 million, also exceeding forecasts. These figures indicate a robust performance for the Seattle-based holding company for Washington Federal Savings Bank.
WaFd beats second quarter estimates on earnings and revenue
WaFd, Inc. (NASDAQ:WAFD) surpassed second-quarter analyst expectations with adjusted earnings per share of $0.83 and revenue of $197.38 million. The company reported a net income increase of 17% year-over-year to $65.5 million, driven by a widening net interest margin and improved credit quality. WaFd also repurchased 2.7 million shares and paid its 172nd consecutive quarterly dividend.
WaFd Inc earnings beat by $0.07, revenue topped estimates
WaFd Inc (NASDAQ: WAFD) reported strong second-quarter results, surpassing analyst expectations for both earnings and revenue. The company posted an EPS of $0.83, beating estimates by $0.08, and revenue of $197.38M, which was above the consensus of $190.51M. WaFd Inc's stock has shown positive performance over the last 3 and 12 months, and its financial health is rated as "fair performance" by InvestingPro.
WaFd: Fiscal Q2 Earnings Snapshot
WaFd, Inc. (WAFD) reported fiscal second-quarter profit of $65.5 million, with earnings of 82 cents per share, which adjusted for one-time items, reached 83 cents per share. These results surpassed Wall Street expectations, with analysts having estimated 74 cents per share. The bank also posted revenue of $344.5 million and revenue net of interest expense of $197.4 million, both exceeding forecasts.
Earnings Flash (WAFD) WaFd, Inc. Posts Q2 Adjusted EPS $0.83 per Share, vs. FactSet Est of $0.75
WaFd, Inc. (WAFD) reported adjusted earnings per share of $0.83 for Q2, surpassing the FactSet estimate of $0.75. The company's fiscal Q2 non-GAAP earnings and revenue both increased, indicating a positive financial performance. WaFd, Inc. operates as a bank holding company primarily through its subsidiary Washington Federal Bank, offering a range of banking services across several western U.S. states.
WaFd bought back 3.6% of its stock as quarterly profit reached $66M
WaFd, Inc. reported a 2% increase in net earnings to $65.5 million for the quarter ended March 31, 2026, with diluted earnings per common share rising to $0.82. The company aggressively repurchased 3.6% of its outstanding shares at less than 1.1x tangible book value. Additionally, WaFd saw improvements in asset quality, including a decrease in non-performing assets and delinquencies, and an increase in its net interest margin to 2.81%.
WaFd: Fiscal Q2 Earnings Snapshot
WaFd, Inc. (WAFD) reported a fiscal second-quarter profit of $65.5 million, or 82 cents per share, surpassing Wall Street expectations. Adjusted earnings were 83 cents per share, compared to the average analyst estimate of 74 cents per share. The bank's revenue, net of interest expense, also exceeded forecasts, reaching $197.4 million.
Keefe, Bruyette & Woods Maintains WaFd, Inc - Preferred Stock (WAFDP) Market Perform Recommendation
Keefe, Bruyette & Woods has reiterated its Market Perform rating for WaFd, Inc.'s Preferred Stock (WAFDP). This recommendation indicates the firm's view that the stock will likely perform in line with the broader market.
Tudor Investment Corp ET AL Acquires 45,792 Shares in WaFd, Inc.
Tudor Investment Corp ET AL has acquired a new position of 45,792 shares in WaFd, Inc. (NASDAQ:WAFD), valued at approximately $1.387 million. This investment, representing 0.06% of WaFd's outstanding shares, signals growing institutional confidence in the regional bank. The acquisition highlights increased market activity and investor interest in WaFd, Inc.
45,792 Shares in WaFd, Inc. $WAFD Purchased by Tudor Investment Corp ET AL
Tudor Investment Corp ET AL has acquired a new position of 45,792 shares in WaFd, Inc. (NASDAQ:WAFD) valued at approximately $1.387 million during the third quarter. Other institutional investors have also adjusted their holdings in the bank. WaFd recently announced a quarterly dividend of $0.27 per share and reported earnings per share of $0.75, slightly missing analyst estimates.
KBW Maintains WaFd(WAFD.US) With Hold Rating, Raises Target Price to $35
KBW has reiterated its Hold rating for WaFd (WAFD.US) and increased its target price to $35. This update reflects the analyst's current valuation and outlook for the company, suggesting a belief that the stock will perform in line with the market.
Net revenue after provisions of WaFd, Inc. – NASDAQ:WAFD
The article provides financial information regarding WaFd, Inc. (NASDAQ:WAFD), specifically focusing on its net revenue after provisions. It indicates that the market was closed at the time of the publication. The content also lists various financial tools and community features offered by TradingView.
AI Investing Insights - Official Homepage - Intellectia AI™
This page from Intellectia AI provides a detailed financial analysis of WAFD, including key indicators, valuation ratios, profitability ratios, financial health ratios, efficiency ratios, and growth ratios. It presents quarterly and yearly financial data across various metrics such as P/E, EV/EBITDA, Net Margin, Debt to Equity, ROE, and Total Revenue YoY % Change. The content is part of Intellectia AI's platform offering AI-powered investing insights and tools.
William Blair Investment Management Boosts WaFd, Inc. Stake
William Blair Investment Management LLC has increased its stake in WaFd, Inc. by 14.3% in the third quarter of 2026, signaling confidence in the regional bank's performance and growth potential. The firm now holds over 1.1 million shares, valued at $33,328,000, which could positively influence WaFd's stock performance and market position. This move comes as other institutional investors like Vanguard Group Inc. reduced their stakes in WaFd.
William Blair Investment Management LLC Purchases 137,525 Shares of WaFd, Inc. $WAFD
William Blair Investment Management LLC increased its stake in WaFd, Inc. (NASDAQ:WAFD) by 14.3% in the third quarter, adding 137,525 shares to own a total of 1,100,312 shares worth approximately $33.33 million. Despite this increase in institutional ownership, WaFd recently missed analysts' earnings and revenue estimates, causing its stock to open down approximately 4.4%. The company also announced a quarterly dividend of $0.27 per share.
WAFD Earning Date, Earning Analysis and Earning Prediction
This article provides an earnings analysis and prediction for WAFD, detailing its FY2026Q1 results, analyst forecasts for 2026/Q2, and the correlation between earnings revisions and stock price movements. It highlights recent revenue and EPS estimates, historical stock reactions to earnings reports, and the sentiment from WaFd Inc's Q4 2025 earnings call. The analysis helps investors understand WAFD's financial trends and potential buying opportunities.
(WAFD) Risk Channels and Responsive Allocation
This article analyzes Washington Federal Inc. (WAFD), noting a weak near-term sentiment but strong long-term outlook. It highlights a 20.0:1 risk-reward setup targeting a 5.6% gain against 0.3% risk, driven by a mid-channel oscillation pattern. The report provides three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles.
There's A Lot To Like About WaFd's (NASDAQ:WAFD) Upcoming US$0.27 Dividend
WaFd, Inc. (NASDAQ:WAFD) is set to pay a dividend of US$0.27 per share, offering a trailing yield of 3.2%. The company's dividend appears sustainable, with a payout ratio of 28% of its profits and a history of 7.6% dividend growth over the past decade, alongside 5.9% earnings per share growth. Analysts forecast continued growth for WaFd, suggesting it could be an attractive dividend stock.
Wafd stock hits 52-week high at 34.04 USD By Investing.com
WaFd Inc. stock has reached a new 52-week high of $34.04, reflecting a positive 12.15% change over the past year. Despite slightly missing Q1 fiscal year 2026 earnings expectations, the company demonstrates strong shareholder commitment with a 43-year consecutive dividend history and a current yield of 3.24%. Keefe, Bruyette & Woods raised its price target to $34.00, and the company announced a regular quarterly cash dividend of 27 cents per share, alongside expanding its share repurchase program.
Wafd stock hits 52-week high at 34.04 USD
WaFd Inc. stock has reached a new 52-week high at $34.04, reflecting a 12.15% increase over the past year and demonstrating strong investor confidence. The company boasts a consistent dividend history of 43 years and a 3.24% dividend yield. Recent news includes mixed first-quarter earnings, a raised price target from Keefe, Bruyette & Woods, and an expanded share repurchase program.
WaFd wins appeal to upgrade regulatory rating, clearing path for expansion
WaFd Bank has successfully appealed a "needs to improve" regulatory rating from 2024, clearing the way for potential expansion. The bank had previously exited its single-family mortgage lending business in January 2025. This upgraded rating signifies an important regulatory milestone for WaFd.
