TFSL
TFS Financial CORP
$16.49
+0.43%
$4.7B
No data for this timeframe.
Vol
Market Cap$4.7B
Cap SizeMid Cap
Analyst ConsensusSell (0%)
Inst. Holders9 funds
Inst. Value$135.7M
Inst. Activity1 buys / 0 sells
Insider Activity4B / 12S
Insider Net $-$1.1M
SEC Reports8
Exchange Nasdaq·Sector Savings Institution, Federally Chartered·Inc. DE·CIK 0001381668·Prev Close $16.42
Recent Activity
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 5, 2026
Insider
Miller Susanne N. sold 11,000 shares
Chief Accounting Officer @ $14.74 ($162.1K)
Jun 5, 2026
Insider
Miller Susanne N. sold 10,248 shares
Chief Accounting Officer @ $16.33 ($167.3K)
Jun 5, 2026
Insider
Miller Susanne N. sold 11,000 shares
Chief Accounting Officer @ $14.74 ($162.1K)
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
Jun 1, 2026
SEC
Two insiders traded TFSL shares in a cluster: Director Weir purchased $111K open-market, while COO Rubino sold $10K open
CLUSTER — Impact 2/10
Inst.
NORGES BANK — NEW
392,257 shares ($5.2M)
Inst.
BANK OF AMERICA CORP — ADD
834,794 shares ($11.0M)
Price Targets
$15.50
-7.1% upside
Sell
Current $16.69
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
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
NEUTRAL
CLUSTER
2/10
CFO Meredith Weil exercised 80,000 options and sold 4,105 shares in a tax-withholding transaction, while COO Andrew Rubi
Jun 4, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $66.9M | — |
| RENAISSANCE TECHNOLOGIES LLC | $35.5M | — |
| BANK OF AMERICA CORP | $10.6M | ADD |
| MORGAN STANLEY | $9.5M | ADD |
| NORGES BANK | $5.2M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Miller Susanne | M | $162.1K |
| Jun 5, 2026 | Miller Susanne | F | $167.3K |
| Jun 5, 2026 | Miller Susanne | M | $162.1K |
| Jun 5, 2026 | Long Sandra | M | $73.7K |
| Jun 5, 2026 | Long Sandra | F | $76.1K |
9 institutional holders with $135.7M total value (10,141,598 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, BANK. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5,002,425 | $66.9M | 49.3% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 2,656,791 | $35.5M | 26.2% | — |
| 3 | BANK OF AMERICA CORP /DE/ | 793,818 | $10.6M | 7.8% | ADD +28.0% |
| 4 | MORGAN STANLEY | 710,502 | $9.5M | 7.0% | ADD +27.7% |
| 5 | NORGES BANK | 392,257 | $5.2M | 3.9% | NEW |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 307,465 | $4.1M | 3.0% | NEW |
| 7 | TWO SIGMA INVESTMENTS, LP | 258,674 | $3.5M | 2.6% | DOUBLED +289.6% |
| 8 | FMR LLC | 11,247 | $150.5K | 0.1% | TRIM -32.0% |
| 9 | WELLS FARGO & COMPANY/MN | 8,419 | $112.6K | 0.1% | TRIM -32.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 392,257 | — | $5.2M | 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 |
| NORGES BANK | EXIT | 403,097 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 308,796 | 450,902 | +46.0% | $5.8M | 2025-Q2 |
| NORGES BANK | NEW | — | 403,097 | — | $5.2M | 2025-Q2 |
| UBS Group AG | ADD | 171,671 | 263,007 | +53.2% | $3.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 21,664 | 65,369 | +201.7% | $846.5K | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 434,107 | 570,964 | +31.5% | $7.1M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 21,664 | — | $268.4K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 11,948 | 8,068 | -32.5% | $100.0K | 2025-Q1 |
| FMR LLC | TRIM | 10,919 | 7,421 | -32.0% | $91.9K | 2025-Q1 |
| NORGES BANK | EXIT | 373,327 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | ADD | 211,986 | 373,327 | +76.1% | $4.7M | 2024-Q4 |
| UBS Group AG | DOUBLED | 46,936 | 138,885 | +195.9% | $1.7M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 316,738 | — | $4.1M | 2024-Q3 |
10 unique insiders with 16 transactions. Net insider value: -$1.1M ($596.0K bought, $1.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Miller Susanne N. | Chief Accounting Officer | M | 11,000 | $14.74 | $162.1K |
| Jun 5, 2026 | Miller Susanne N. | Chief Accounting Officer | F | 10,248 | $16.33 | $167.3K |
| Jun 5, 2026 | Miller Susanne N. | Chief Accounting Officer | M | 11,000 | $14.74 | $162.1K |
| Jun 5, 2026 | Long Sandra M | Chief Consumer Banking Officer | M | 5,000 | $14.74 | $73.7K |
| Jun 5, 2026 | Long Sandra M | Chief Consumer Banking Officer | F | 4,658 | $16.33 | $76.1K |
| Jun 5, 2026 | Long Sandra M | Chief Consumer Banking Officer | M | 5,000 | $14.74 | $73.7K |
| Jun 2, 2026 | WEIL MEREDITH S | Chief Financial Officer | M | 80,000 | $14.74 | $1.2M |
| Jun 2, 2026 | WEIL MEREDITH S | Chief Financial Officer | F | 75,895 | $15.90 | $1.2M |
| Jun 2, 2026 | WEIL MEREDITH S | Chief Financial Officer | SELL | 4,105 | $15.91 | $65.3K |
| Jun 2, 2026 | WEIL MEREDITH S | Chief Financial Officer | M | 80,000 | $14.74 | $1.2M |
| May 29, 2026 | Weir Daniel F | Director | BUY | 7,000 | $15.85 | $111.0K |
| May 26, 2026 | Rubino Andrew J | Chief Operating Officer | M | 11,000 | $14.74 | $162.1K |
| May 26, 2026 | Zbanek Cathy W | Chief Synergy Officer | M | 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 | M | 11,000 | $14.74 | $162.1K |
| May 26, 2026 | Rubino Andrew J | Chief Operating Officer | F | 10,406 | $15.97 | $166.2K |
| May 26, 2026 | Zbanek Cathy W | Chief Synergy Officer | F | 56,749 | $15.97 | $906.3K |
| May 26, 2026 | Zbanek Cathy W | Chief Synergy Officer | M | 60,000 | $14.74 | $884.4K |
| 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 | G | 1,500 | $0.00 | $0.00 |
| 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 |
8 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 8 neutral. Avg impact: 2.3/10.
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
-7.1% upside
Sell (3.00)
$15.00 Low
$16.00 High
| Metric | Value |
|---|---|
| Current Price | $16.69 |
| 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.