TFS Financial (TFSL) to Release Earnings on Thursday

TFS Financial (NASDAQ:TFSL) will likely be issuing its Q1 2026 results before the market opens on Thursday, January 29th. Analysts expect TFS Financial to post earnings of $0.09 per share and revenue of $84.9690 million for the quarter. Interested persons are encouraged to explore the company’s upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Wednesday, February 4, 2026 at 4:00 PM ET.

TFS Financial (NASDAQ:TFSL) last posted its earnings results on Thursday, October 30th. The bank reported $0.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.08 by $0.01. The company had revenue of $85.48 million during the quarter, compared to analysts’ expectations of $84.36 million. TFS Financial had a net margin of 11.48% and a return on equity of 4.79%. On average, analysts expect TFS Financial to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

TFS Financial Stock Performance

Shares of TFSL stock opened at $14.16 on Tuesday. TFS Financial has a 52 week low of $11.29 and a 52 week high of $14.73. The company has a market capitalization of $3.97 billion, a price-to-earnings ratio of 44.25 and a beta of 0.73. The company has a 50-day simple moving average of $13.99 and a 200 day simple moving average of $13.55. The company has a debt-to-equity ratio of 2.57, a quick ratio of 1.53 and a current ratio of 1.54.

TFS Financial Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Tuesday, December 2nd were paid a dividend of $0.2825 per share. The ex-dividend date was Tuesday, December 2nd. This represents a $1.13 dividend on an annualized basis and a dividend yield of 8.0%. TFS Financial’s dividend payout ratio (DPR) is 353.13%.

Wall Street Analyst Weigh In

A number of research analysts have commented on TFSL shares. Zacks Research raised TFS Financial to a “hold” rating in a report on Monday, January 19th. Weiss Ratings restated a “buy (b-)” rating on shares of TFS Financial in a research note on Monday, December 29th. Piper Sandler assumed coverage on shares of TFS Financial in a report on Friday, January 16th. They set a “neutral” rating and a $15.00 target price on the stock. Finally, Wall Street Zen upgraded TFS Financial from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. One research analyst has rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, TFS Financial has a consensus rating of “Hold” and a consensus target price of $15.00.

Insider Buying and Selling

In other TFS Financial news, CFO Meredith S. Weil sold 15,000 shares of the stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $13.85, for a total transaction of $207,750.00. Following the completion of the sale, the chief financial officer owned 48,527 shares of the company’s stock, valued at approximately $672,098.95. This represents a 23.61% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO Andrew J. Rubino sold 5,000 shares of the business’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $14.23, for a total transaction of $71,150.00. Following the completion of the transaction, the chief operating officer owned 19,126 shares in the company, valued at approximately $272,162.98. The trade was a 20.72% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 47,600 shares of company stock worth $665,316. Corporate insiders own 0.72% of the company’s stock.

Institutional Investors Weigh In On TFS Financial

A number of hedge funds have recently added to or reduced their stakes in the company. AQR Capital Management LLC boosted its stake in TFS Financial by 19.2% during the 1st quarter. AQR Capital Management LLC now owns 17,350 shares of the bank’s stock valued at $215,000 after purchasing an additional 2,790 shares during the last quarter. Goldman Sachs Group Inc. boosted its holdings in TFS Financial by 64.4% during the first quarter. Goldman Sachs Group Inc. now owns 91,920 shares of the bank’s stock worth $1,139,000 after purchasing an additional 36,004 shares during the last quarter. Empowered Funds LLC grew its position in TFS Financial by 14.7% in the 1st quarter. Empowered Funds LLC now owns 24,168 shares of the bank’s stock worth $299,000 after purchasing an additional 3,102 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of TFS Financial by 15.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 204,790 shares of the bank’s stock valued at $2,537,000 after acquiring an additional 26,949 shares during the last quarter. Finally, Jane Street Group LLC purchased a new stake in shares of TFS Financial during the first quarter valued at approximately $159,000. Institutional investors and hedge funds own 9.81% of the company’s stock.

About TFS Financial

TFS Financial Corporation is a bank holding company for TFS Capital Bank, headquartered in Austin, Texas. The company offers commercial banking and specialty finance solutions designed to meet the unique needs of small and mid-sized businesses. Through its bank charter, TFS Financial provides a full suite of deposit products alongside a range of lending options tailored to growing enterprises.

The bank’s lending portfolio includes equipment financing, working capital lines of credit, and term loans structured to support capital expenditures and operational needs.