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WaFd’s results for the third quarter reflected a combination of robust loan production in key segments and significant loan sale activity, with revenue growth of 6.8% year-over-year but a modest miss of Wall Street’s top-line expectations. Management attributed performance to strong origination in commercial and industrial loans, as well as a noteworthy gain from the sale of single-family loans. CFO Kelli Holz highlighted that non-interest income rose due to the $16.4 million gain from these loa

Piper Sandler analyst Matthew Clark maintains WaFd (NASDAQ:WAFD) with a Neutral and lowers the price target from $32 to $31.

WaFd reported fourth quarter 2026 net interest income of US$182.35 million and net income of US$59.99 million, with full year net interest income of US$712.37 million and net income of US$255.87 million, alongside a sharp rise in quarterly net charge offs to US$39.2 million. The bank combined strong earnings per share from continuing operations, at US$0.76 for the quarter and US$3.21 for the year, with heavier credit costs and merger related spending, giving investors a mixed picture of...

WaFd (WAFD) shares are reacting to fresh quarterly results as the bank reported Q4 and full year earnings, along with a sharp jump in net charge offs that gives investors new credit risk data to assess. Recent trading suggests that investors are still processing that information. WaFd’s share price has slipped roughly 11% over the past month and around 24% over 90 days. However, the 1 year total shareholder return of 7.21% and 3 year total shareholder return of 31.76% indicate that longer...
Regional banking company WaFd (NASDAQ:WAFD) missed Wall Street’s revenue expectations in calendar Q3 2026 (fiscal Q4 2026), but sales rose 6.8% year on year to $200.4 million. Its non-GAAP profit of $0.85 per share was in line with analysts’ consensus estimates.

Capital reallocation and merger scale are reshaping the bank's profitability equation, but one credit event masked the underlying trend.

EverBank merger strategy and balance sheet repositioning take center stage.

WaFd (NASDAQ:WAFD) reported fourth-quarter fiscal 2026 net income available to common shareholders of $56.3 million, or $0.76 per diluted share, as loan-sale gains and modest net interest income growth were offset by higher credit provisions and merger-related expenses. For the full fiscal year end

WaFd, Inc. (WAFD) Q4 2026 Earnings Call October 16, 2026 10:00 AM EDTCompany ParticipantsBrad Goode - Chief of Communications, Marketing & Community...

Regional banking company WaFd (NASDAQ:WAFD) missed Wall Street’s revenue expectations in calendar Q3 2026 (fiscal Q4 2026), but sales rose 6.8% year on year to $200.4 million. Its non-GAAP profit of $0.85 per share was in line with analysts’ consensus estimates.

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the thrifts & mortgage finance industry, including WaFd Bank (NASDAQ:WAFD) and its peers.

Piper Sandler analyst Matthew Clark maintains WaFd (NASDAQ:WAFD) with a Neutral and lowers the price target from $36 to $32.

