TF
TFSL
TFS Financial CORP
$16.92
+0.71%
$4.7B
No data for this timeframe.
Vol
Market Cap$4.7B
Cap SizeMid Cap
Analyst ConsensusSell (0%)
Inst. Holders50 funds
Inst. Value$337.8M
Inst. Activity5 buys / 3 sells
Insider Activity4B / 13S
Insider Net $-$1.1M
SEC Reports9
Exchange Nasdaq·Sector Savings Institution, Federally Chartered·Inc. DE·CIK 0001381668·Prev Close $16.80
Recent Activity
Jun 11, 2026
SEC
TFSL saw modest net institutional buying of $8.5M in Q3 2025, driven by four buyers (mostly mega-passive funds) while on
INST-CLUSTER — Impact 3/10
Jun 11, 2026
Insider
WEIL MEREDITH S acquired via exercise 50,000 shares
Chief Financial Officer @ $14.74 ($737.0K)
Jun 11, 2026
Insider
WEIL MEREDITH S surrendered for taxes 45,684 shares
Chief Financial Officer @ $16.80 ($767.5K)
Jun 11, 2026
Insider
WEIL MEREDITH S sold 4,316 shares
Chief Financial Officer @ $16.80 ($72.5K)
Jun 8, 2026
SEC
The CFO (Meredith Weil) exercised 80,000 stock options and sold 4,105 shares on the open market for $65K, while the CAO
CLUSTER — Impact 2/10
Jun 4, 2026
SEC
CFO Meredith Weil exercised 80,000 options and sold 4,105 shares in a tax-withholding transaction, while COO Andrew Rubi
CLUSTER — Impact 2/10
Inst.
BANK OF AMERICA CORP — ADD
1,009,309 shares ($14.2M)
Inst.
Vestmark Advisory Solutions, Inc. — DOUBLED
134,354 shares ($1.9M)
Price Targets
$15.50
-8.4% upside
Sell
Current $16.92
Low $15.00
Median $15.50
High $16.00
2 analysts
$15.00
$16.00
Analyst Ratings
0Strong Buy
0Buy
4Hold
1Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 4, 2026 | Piper Sandler | MAINTAIN | Neutral → Neutral |
| May 4, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.08 | $0.08 — $0.08 | 0% YoY | 2 |
| Next Q | $0.09 | $0.09 — $0.09 | 0% YoY | 2 |
| Current FY | $0.34 ▲ +1.5% | $0.33 — $0.34 | 5% YoY | 2 |
| Next FY | $0.37 ▲ +4.2% | $0.36 — $0.38 | 10% YoY | 2 |
Latest Reports
NEUTRAL
INST-CLUSTER
3/10
TFSL saw modest net institutional buying of $8.5M in Q3 2025, driven by four buyers (mostly mega-passive funds) while on
Jun 11, 2026
NEUTRAL
CLUSTER
2/10
The CFO (Meredith Weil) exercised 80,000 stock options and sold 4,105 shares on the open market for $65K, while the CAO
Jun 8, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $52.7M | — |
| DIMENSIONAL FUND ADVISORS LP | $43.3M | — |
| RENAISSANCE TECHNOLOGIES LLC | $35.8M | — |
| STATE STREET CORP | $33.2M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $33.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 11, 2026 | WEIL MEREDITH | M | $737.0K |
| Jun 11, 2026 | WEIL MEREDITH | F | $767.5K |
| Jun 11, 2026 | WEIL MEREDITH | SELL | $72.5K |
| Jun 9, 2026 | Zbanek Cathy | M | $884.4K |
| Jun 9, 2026 | Zbanek Cathy | F | $915.7K |
50 institutional holders with $337.8M total value (24,045,843 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, RENAISSANCE. Net buying activity: 5 institutions added/increased vs 3 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,747,526 | $52.7M | 15.6% | — |
| 2 | DIMENSIONAL FUND ADVISORS LP | 3,083,792 | $43.3M | 12.8% | — |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 2,549,491 | $35.8M | 10.6% | — |
| 4 | STATE STREET CORP | 2,362,081 | $33.2M | 9.8% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,355,001 | $33.1M | 9.8% | — |
| 6 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,316,081 | $32.5M | 9.6% | DOUBLED +135.0% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,287,389 | $32.1M | 9.5% | — |
| 8 | BANK OF AMERICA CORP /DE/ | 1,009,309 | $14.2M | 4.2% | ADD +27.1% |
| 9 | MORGAN STANLEY | 796,573 | $11.2M | 3.3% | ADD +27.7% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 323,361 | $4.5M | 1.3% | — |
| 11 | TWO SIGMA INVESTMENTS, LP | 322,384 | $4.5M | 1.3% | DOUBLED +289.6% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 310,388 | $4.4M | 1.3% | — |
| 13 | CITADEL ADVISORS LLC | 293,167 | $4.1M | 1.2% | — |
| 14 | ExodusPoint Capital Management, LP | 276,987 | $3.9M | 1.2% | — |
| 15 | Nuveen, LLC | 166,624 | $2.3M | 0.7% | ADD +32.5% |
| 16 | GOLDMAN SACHS GROUP INC | 144,306 | $2.0M | 0.6% | — |
| 17 | Vestmark Advisory Solutions, Inc. | 134,354 | $1.9M | 0.6% | DOUBLED +123.1% |
| 18 | Invesco Ltd. | 118,660 | $1.7M | 0.5% | — |
| 19 | ALLIANCEBERNSTEIN L.P. | 124,079 | $1.7M | 0.5% | — |
| 20 | CITIGROUP INC | 112,608 | $1.6M | 0.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 793,818 | 1,009,309 | +27.1% | $14.2M | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. | DOUBLED | 60,231 | 134,354 | +123.1% | $1.9M | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | DOUBLED | 144 | 19,704 | +13583.3% | $276.8K | 2026-Q1 |
| FMR LLC | ADD | 11,247 | 18,043 | +60.4% | $253.5K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 1,104 | 2,253 | +104.1% | $31.7K | 2026-Q1 |
| GROUP ONE TRADING LLC | NEAR_EXIT | 2,995 | 659 | -78.0% | $9.3K | 2026-Q1 |
| DANSKE BANK A/S | NEAR_EXIT | 4,900 | 300 | -93.9% | $4.2K | 2026-Q1 |
| ASSETMARK, INC | NEAR_EXIT | 182 | 27 | -85.2% | $379.00 | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | DOUBLED | 1,009,347 | 2,372,410 | +135.0% | $31.7M | 2025-Q4 |
| Nuveen, LLC | ADD | 123,162 | 163,197 | +32.5% | $2.2M | 2025-Q4 |
| FIRST TRUST ADVISORS LP | TRIM | 155,966 | 111,456 | -28.5% | $1.5M | 2025-Q4 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 13,202 | 27,690 | +109.7% | $370.5K | 2025-Q4 |
| Russell Investments Group, Ltd. | ADD | 14,024 | 18,990 | +35.4% | $254.1K | 2025-Q4 |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 11,811 | 14,866 | +25.9% | $198.9K | 2025-Q4 |
| DANSKE BANK A/S | ADD | 3,600 | 4,900 | +36.1% | $65.6K | 2025-Q4 |
| NISA INVESTMENT ADVISORS, LLC | NEAR_EXIT | 23,656 | 144 | -99.4% | $1.9K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 651,984 | 834,794 | +28.0% | $11.0M | 2025-Q3 |
| MORGAN STANLEY | ADD | 450,902 | 575,819 | +27.7% | $7.6M | 2025-Q3 |
| UBS Group AG | ADD | 263,007 | 389,789 | +48.2% | $5.1M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 65,369 | 254,651 | +289.6% | $3.4M | 2025-Q3 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 235,413 | 158,970 | -32.5% | $2.1M | 2025-Q3 |
| Vestmark Advisory Solutions, Inc. | TRIM | 87,736 | 55,672 | -36.5% | $733.5K | 2025-Q3 |
| Verition Fund Management LLC | DOUBLED | 18,197 | 51,857 | +185.0% | $683.2K | 2025-Q3 |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 10,783 | 32,010 | +196.9% | $421.7K | 2025-Q3 |
| Russell Investments Group, Ltd. | DOUBLED | 5,472 | 14,024 | +156.3% | $184.8K | 2025-Q3 |
10 unique insiders with 32 transactions. Net insider value: -$1.1M ($596.0K bought, $1.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | WEIL MEREDITH S | Chief Financial Officer | EXERCISE | 50,000 | $14.74 | $737.0K |
| Jun 11, 2026 | WEIL MEREDITH S | Chief Financial Officer | TAX W/H | 45,684 | $16.80 | $767.5K |
| Jun 11, 2026 | WEIL MEREDITH S | Chief Financial Officer | SELL | 4,316 | $16.80 | $72.5K |
| Jun 9, 2026 | Zbanek Cathy W | Chief Synergy Officer | EXERCISE | 60,000 | $14.74 | $884.4K |
| Jun 9, 2026 | Zbanek Cathy W | Chief Synergy Officer | TAX W/H | 55,533 | $16.49 | $915.7K |
| Jun 5, 2026 | Miller Susanne N. | Chief Accounting Officer | EXERCISE | 11,000 | $14.74 | $162.1K |
| Jun 5, 2026 | Miller Susanne N. | Chief Accounting Officer | TAX W/H | 10,248 | $16.33 | $167.3K |
| Jun 5, 2026 | Long Sandra M | Chief Consumer Banking Officer | EXERCISE | 5,000 | $14.74 | $73.7K |
| Jun 5, 2026 | Long Sandra M | Chief Consumer Banking Officer | TAX W/H | 4,658 | $16.33 | $76.1K |
| Jun 2, 2026 | WEIL MEREDITH S | Chief Financial Officer | EXERCISE | 80,000 | $14.74 | $1.2M |
| Jun 2, 2026 | WEIL MEREDITH S | Chief Financial Officer | TAX W/H | 75,895 | $15.90 | $1.2M |
| Jun 2, 2026 | WEIL MEREDITH S | Chief Financial Officer | SELL | 4,105 | $15.91 | $65.3K |
| May 29, 2026 | Weir Daniel F | Director | BUY | 7,000 | $15.85 | $111.0K |
| May 26, 2026 | Zbanek Cathy W | Chief Synergy Officer | EXERCISE | 60,000 | $14.74 | $884.4K |
| May 26, 2026 | Rubino Andrew J | Chief Operating Officer | SELL | 594 | $16.09 | $9.6K |
| May 26, 2026 | Rubino Andrew J | Chief Operating Officer | EXERCISE | 11,000 | $14.74 | $162.1K |
| May 26, 2026 | Rubino Andrew J | Chief Operating Officer | TAX W/H | 10,406 | $15.97 | $166.2K |
| May 26, 2026 | Zbanek Cathy W | Chief Synergy Officer | TAX W/H | 56,749 | $15.97 | $906.3K |
| May 18, 2026 | Zbanek Cathy W | Chief Synergy Officer | SELL | 10,000 | $15.26 | $152.6K |
| May 14, 2026 | Weir Daniel F | Director | BUY | 7,000 | $15.02 | $105.1K |
| May 12, 2026 | Weir Daniel F | Director | BUY | 21,000 | $14.91 | $313.1K |
| May 11, 2026 | WEIL MEREDITH S | Chief Financial Officer | SELL | 13,756 | $14.91 | $205.1K |
| May 6, 2026 | Rubino Andrew J | Chief Operating Officer | SELL | 6,600 | $15.18 | $100.2K |
| May 5, 2026 | Stefanski Marc A | Chairman, President and CEO | GIFT | 1,500 | — | — |
| Mar 12, 2026 | Asher Anthony J | Director | BUY | 5,000 | $13.37 | $66.8K |
| Feb 20, 2026 | Stefanski Gavin B | Chief Experience Officer | SELL | 7,000 | $14.97 | $104.8K |
| Feb 17, 2026 | Stefanski Marc A | Chairman, President and CEO | SELL | 36,844 | $15.12 | $557.1K |
| Feb 13, 2026 | Stefanski Marc A | Chairman, President and CEO | SELL | 1,000 | $15.00 | $15.0K |
| Feb 12, 2026 | Stefanski Marc A | Chairman, President and CEO | SELL | 7,149 | $15.03 | $107.4K |
| Feb 11, 2026 | WEIL MEREDITH S | Chief Financial Officer | SELL | 12,911 | $14.95 | $193.0K |
| Feb 11, 2026 | Stefanski Marc A | Chairman, President and CEO | SELL | 7 | $15.00 | $105.00 |
| Feb 3, 2026 | Anderson Barbara J. | Director | SELL | 11,000 | $14.21 | $156.3K |
9 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 9 neutral. Avg impact: 2.3/10.
NEUTRAL
INST-CLUSTER
3/10
TFSL saw modest net institutional buying of $8.5M in Q3 2025, driven by four buyers (mostly mega-pas
Jun 11, 2026
NEUTRAL
CLUSTER
2/10
The CFO (Meredith Weil) exercised 80,000 stock options and sold 4,105 shares on the open market for
Jun 8, 2026
NEUTRAL
CLUSTER
2/10
CFO Meredith Weil exercised 80,000 options and sold 4,105 shares in a tax-withholding transaction, w
Jun 4, 2026
NEUTRAL
CLUSTER
2/10
Two insiders traded TFSL shares in a cluster: Director Weir purchased $111K open-market, while COO R
Jun 1, 2026
NEUTRAL
CLUSTER
2/10
Three insiders traded TFSL shares in a small cluster: CFO Meredith S. Weil sold $205K, Chief Synergy
May 20, 2026
NEUTRAL
CLUSTER
2/10
A trivial insider cluster at TFS Financial: Director Weir bought $418K worth of shares, while CFO We
May 15, 2026
NEUTRAL
CLUSTER
2/10
TFS Financial insider cluster shows mixed signals: a director purchased $313K worth of stock while t
May 13, 2026
NEUTRAL
CLUSTER
2/10
Two TFSL insiders — the CFO and COO — sold a combined $305K in open-market sales over a 7-day window
May 12, 2026
NEUTRAL
8-K
4/10
TFS Financial reported fiscal Q2 2026 net income of $23.2M, up 4.0% sequentially, with record net in
Apr 30, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (0% buy). Based on 7 analysts: 0 strong buy, 0 buy, 4 hold, 1 sell, 2 strong sell.
Analyst Price Targets
$15.50 mean target
-8.4% upside
Sell (3.00)
$15.00 Low
$16.00 High
| Metric | Value |
|---|---|
| Current Price | $16.92 |
| Target Low | $15.00 |
| Target Mean | $15.50 |
| Target Median | $15.50 |
| Target High | $16.00 |
| # Analysts | 2 |
| Recommendation | Sell (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.08 | $0.08 | $0.08 | 0.0% | +0.0% | 0↑ 1↓ | $0.1B | 6.1% | 2 |
| Next Q 2026-09-30 |
$0.09 | $0.09 | $0.09 | 0.0% | +0.0% | — | $0.1B | 4.2% | 2 |
| Current FY 2026-09-30 |
$0.34 | $0.33 | $0.34 | 4.7% | +1.5% | 1↑ 0↓ | $0.3B | 7.4% | 2 |
| Next FY 2027-09-30 |
$0.37 | $0.36 | $0.38 | 10.4% | +4.2% | 1↑ 0↓ | $0.4B | 7.0% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.080 | |
| 7d ago | $0.080 | |
| 30d ago | $0.080 | |
| 60d ago | $0.080 | |
| 90d ago | $0.085 | -0.005 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 4, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| May 4, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Jan 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 4, 2026
short_volume
Short Volume: TFSL — 58.3% short (0.3M / 0.5M)
Short: 304,820 | Exempt: 900 | TRF Vol: 523,139 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: TFSL — 0.8M shares, 23,234 trades
Week starting 2026-05-18. Total ATS volume: 804,375 shares across 23,234 trades.
May 13, 2026
short_volume
Short Volume: TFSL — 76.0% short (0.4M / 0.5M)
Short: 410,783 | Exempt: 160 | TRF Vol: 540,289 | Short Ratio: 76.0% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: TFSL — 64.2% short (0.7M / 1.0M)
Short: 658,690 | Exempt: 3,495 | TRF Vol: 1,026,619 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: TFSL — 1.0M shares, 24,002 trades
Week starting 2026-05-11. Total ATS volume: 1,040,682 shares across 24,002 trades.
May 6, 2026
earnings_calendar
TFSL Q2 2026 Earnings Scheduled — 2026-05-06
May 4, 2026
dark_pool
Dark Pool: TFSL — 0.8M shares, 23,373 trades
Week starting 2026-05-04. Total ATS volume: 805,011 shares across 23,373 trades.
Apr 28, 2026
earnings_calendar
TFSL Q2 2026 Earnings Scheduled — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: TFSL — 0.8M shares, 25,632 trades
Week starting 2026-04-27. Total ATS volume: 766,353 shares across 25,632 trades.
Apr 20, 2026
dark_pool
Dark Pool: TFSL — 0.6M shares, 16,798 trades
Week starting 2026-04-20. Total ATS volume: 637,099 shares across 16,798 trades.
Apr 13, 2026
dark_pool
Dark Pool: TFSL — 0.8M shares, 23,238 trades
Week starting 2026-04-13. Total ATS volume: 829,609 shares across 23,238 trades.
Apr 6, 2026
dark_pool
Dark Pool: TFSL — 0.8M shares, 19,486 trades
Week starting 2026-04-06. Total ATS volume: 817,206 shares across 19,486 trades.
Mar 30, 2026
dark_pool
Dark Pool: TFSL — 0.6M shares, 16,427 trades
Week starting 2026-03-30. Total ATS volume: 580,391 shares across 16,427 trades.
Mar 23, 2026
dark_pool
Dark Pool: TFSL — 0.7M shares, 15,335 trades
Week starting 2026-03-23. Total ATS volume: 652,957 shares across 15,335 trades.
Mar 16, 2026
dark_pool
Dark Pool: TFSL — 0.7M shares, 19,922 trades
Week starting 2026-03-16. Total ATS volume: 687,079 shares across 19,922 trades.