WSBF

Waterstone Financial, Inc.

Nasdaq · Savings Institution, Federally Chartered · Inc. MD · CIK 0001569994
$18.97 +2.04% $335.6M
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)
Vol
Market Cap$335.6M
Cap SizeSmall Cap
Inst. Holders8 funds
Inst. Value$41.8M
Inst. Activity1 buys / 0 sells
Insider Activity0B / 8S
Insider Net $-$2.3M
SEC Reports3
Press Releases2
Exchange Nasdaq·Sector Savings Institution, Federally Chartered·Inc. MD·CIK 0001569994·Prev Close $18.59

Analyst Ratings

Historical distribution0% buy · 6 analysts · last covering-analyst action Feb 2021
0Strong Buy
0Buy
3Hold
1Sell
2Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 26, 2021 Piper Sandler DOWNGRADE Overweight → Neutral
Jul 29, 2020 Piper Sandler MAINTAIN Overweight
Oct 31, 2017 Piper Sandler DOWNGRADE Buy → Hold
Aug 2, 2016 Piper Sandler UPGRADE Hold → Buy

Top Institutional Holders

FundValueMove
RENAISSANCE TECHNOLOGIES LLC$18.5M
VANGUARD GROUP INC$14.7M
MORGAN STANLEY$3.0M
CHARLES SCHWAB INVESTMENT MANAGEMENT$2.2MNEW
FMR LLC$1.4M

Recent Insider Trades

DateInsiderTypeValue
May 21, 2026Gerke MarkM$149.8K
May 21, 2026Gerke MarkSELL$183.4K
May 21, 2026Gerke MarkM$0.00
Feb 18, 2026Gordon DouglasSELL$52.2K
Feb 6, 2026Gordon DouglasSELL$123.6K
8 institutional holders with $41.8M total value (2,525,842 shares) as of 2025-Q4. Top holders: RENAISSANCE, VANGUARD, MORGAN. Net buying activity: 1 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1RENAISSANCE TECHNOLOGIES LLC1,117,236$18.5M44.2%
2VANGUARD GROUP INC885,971$14.7M35.1%
3MORGAN STANLEY178,624$3.0M7.1%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC132,271$2.2M5.2%NEW
5FMR LLC83,682$1.4M3.3%
6TWO SIGMA INVESTMENTS, LP75,706$1.3M3.0%ADD +25.1%
7BANK OF AMERICA CORP /DE/34,588$572.4K1.4%ADD +44.7%
8WELLS FARGO & COMPANY/MN17,764$294.0K0.7%ADD +35.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLS FARGO & COMPANY/MNADD13,08917,764+35.7%$294.0K2025-Q4
TWO SIGMA INVESTMENTS, LPADD64,15580,260+25.1%$1.3M2025-Q3
WELLS FARGO & COMPANY/MNADD10,14613,089+29.0%$204.2K2025-Q3
UBS Group AGNEAR_EXIT46,8749,955-78.8%$155.3K2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED20,54064,155+212.3%$886.0K2025-Q2
UBS Group AGADD33,04046,874+41.9%$647.3K2025-Q2
BANK OF AMERICA CORP /DE/ADD25,58537,012+44.7%$511.1K2025-Q2
CITADEL ADVISORS LLCADD41,90880,201+91.4%$1.1M2025-Q1
UBS Group AGDOUBLED10,87133,040+203.9%$444.4K2025-Q1
CITADEL ADVISORS LLCNEW41,908$563.2K2024-Q4
WELLS FARGO & COMPANY/MNADD7,3869,441+27.8%$126.9K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW146,942$2.2M2024-Q3
4 unique insiders with 8 transactions. Net insider value: -$2.3M ($0.00 bought, $2.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 21, 2026Gerke Mark RaymondEVP/Chief Financial OfficerM10,000$14.98$149.8K
May 21, 2026Gerke Mark RaymondEVP/Chief Financial OfficerSELL10,000$18.34$183.4K
May 21, 2026Gerke Mark RaymondEVP/Chief Financial OfficerM10,000$0.00$0.00
Feb 18, 2026Gordon Douglas SDirectorSELL2,880$18.11$52.2K
Feb 6, 2026Gordon Douglas SDirectorSELL6,765$18.27$123.6K
Feb 5, 2026Gordon Douglas SDirectorSELL18,716$18.25$341.6K
Feb 4, 2026Gordon Douglas SDirectorSELL15,000$18.55$278.3K
Feb 4, 2026Lawton Patrick SDirectorSELL19,255$18.64$358.9K
Feb 3, 2026Lawton Patrick SDirectorSELL30,000$18.53$555.9K
Feb 2, 2026Glynn Julie AnnEVP/Chief Retail OfficerM20,000$17.35$347.0K
Feb 2, 2026Glynn Julie AnnEVP/Chief Retail OfficerSELL20,000$18.17$363.4K
Feb 2, 2026Glynn Julie AnnEVP/Chief Retail OfficerM20,000$0.00$0.00
Historical analyst distribution (last covering-analyst action Feb 2021): 0% buy across 6 analysts — 0 strong buy, 0 buy, 3 hold, 1 sell, 2 strong sell. No current recommendation available.

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
$0.00 $0.00 $0.00 $0.0B
Next Q
2023-12-31
$0.00 $0.00 $0.00 $0.0B
Current FY
2023-12-31
$0.00 $0.00 $0.00 $0.0B
Next FY
$0.00 $0.00 $0.00 $0.0B
1 analyst firms have rated this stock: 1 upgrades, 2 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 26, 2021 Piper Sandler DOWNGRADE Overweight Neutral
Jul 29, 2020 Piper Sandler MAINTAIN Overweight
Oct 31, 2017 Piper Sandler DOWNGRADE Buy Hold
Aug 2, 2016 Piper Sandler UPGRADE Hold Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jan 1, 2024003120%
Dec 1, 2023003120%
Nov 1, 2023003120%
Oct 1, 2023003120%
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.

Apr 28, 2026
earnings_calendar
WSBF Q1 2026 Earnings Scheduled — 2026-04-28
Apr 27, 2026
buyback
Waterstone Financial, Inc. Announces Expansion of Share Repurchase Program
<p align="justify">WAUWATOSA, Wis., April 27, 2026 (GLOBE NEWSWIRE) -- Waterstone Financial, Inc. (NASDAQ: WSBF) (the “Company”) announced that on A
Apr 23, 2026
earnings
Waterstone Financial, Inc. Announces Results of Operations for the Three Months Ended March 31, 2026
<p align="justify">WAUWATOSA, Wis., April 23, 2026 (GLOBE NEWSWIRE) -- Waterstone Financial, Inc. (NASDAQ: WSBF), holding company for WaterStone Ban
Apr 20, 2026
earnings_calendar
WSBF Q1 2026 Earnings Scheduled — 2026-04-20
Mar 17, 2026
dividend
Waterstone Financial Raises Quarterly Cash Dividend by 13.3%
<p align="justify">WAUWATOSA, Wis., March 17, 2026 (GLOBE NEWSWIRE) -- On March 17, 2026, the Board of Directors of Waterstone Financial, Inc. (NASD