TFSL has demonstrated accelerating earnings growth, with Q3 2026 net income of $30.5 million representing a 45.5% year-over-year increase in EPS, driven by record mortgage origination volume. However, this operational inflection is constrained by a structurall...
Price trend, volume and key moving averages
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $0.11+37.5% vs $0.08 | $89M+2.6% vs $87M |
Q2 2026 Apr 30, 2026 | $0.08+0.0% vs $0.08 | $85M+0.6% vs $85M |
Q1 2026 Jan 29, 2026 | $0.08-11.1% vs $0.09 | $84M-2.5% vs $86M |
Q4 2025 Oct 30, 2025 | $0.09+12.5% vs $0.08 | $85M+1.3% vs $84M |
Legal and General Group Plc bought a new position in TFS Financial Corporation (NASDAQ: TFSL) during the undefined quarter, according to its most recent filing with the SEC. The institutional investor bought 55,338 shares of the bank's stock, valued at approximately $981,000. Several other large investors have also recently bought and sold shares
In this article series, I summarize dividend announcements of the past week. This week, 9 stocks announced dividend increases, including 3 stocks I own. INTU stands out for its robust safety metrics, 15% dividend hike, low payout ratios, and a forward-looking 16.16% dividend growth rate, though fair value estimates diverge. LRCX delivered the largest increase (26.92%) and boasts the highest Quality Score, but its yield is minimal at 0.44% and valuation appears stretched.
CLEVELAND--(BUSINESS WIRE)--TFS Financial Corporation (NASDAQ: TFSL) (the “Company”), the holding company for Third Federal Savings and Loan Association of Cleveland (the “Association”), today announced that the Board of Directors declared a quarterly cash dividend of $0.3175 per share, payable on September 23, 2026, to stockholders of record on September 9, 2026. Third Federal Savings and Loan Association of Cleveland, MHC (the “MHC”), the mutual holding company of the Company and owner of 227.
TFS Financial, the parent of Third Federal S&L, gets a buy rating for my first coverage. Key positives include loan growth in recent earnings results, revenue trends and EPS showing durability and resilience. The high dividend yield can help boost the total return, but dividend safety is in question due to the high payout ratio.
Benchmark TFSL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for TFS Financial Corporation (TFSL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $16.44 | $4.61B | 51.38 | 6.04% | 28.29% | 4.84% | 1.29% | |
| $29.98 | $2.22B | 11.40 | 0.42% | 18.26% | 8.36% | — | |
| $28.56 | $5.75B | 11.85 | -3.54% | 34.84% | 11.29% | — | |
| $34.91 | $480.65M | 10.24 | 21.17% | 20.53% | 10.72% | — | |
| $50.74 | $2.64B | 15.24 | 14.54% | 22.65% | 11.26% | — | |
| $61.95 | $3.22B | 6.66 | 339.48% | 13.68% | 9.14% | — |
TFS Financial Corporation (TFSL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
TFS Financial Corporation (TFSL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
Jul 7, 2026·SEC
May 28, 2026·SEC
Get notified when TFSL posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
TFS Financial Corporation (TFSL) stock FAQ — growth, dividends, profitability & financials explained
TFS Financial Corporation (TFSL) grew revenue by 6.0% over the past year. This is steady growth.
Yes, TFS Financial Corporation (TFSL) is profitable, generating $102.1M in net income for fiscal year 2025 (28.3% net margin).
Yes, TFS Financial Corporation (TFSL) pays a dividend with a yield of 1.29%. This makes it attractive for income-focused investors.
TFS Financial Corporation (TFSL) has a return on equity (ROE) of 4.8%. This is below average, suggesting room for improvement.
TFS Financial Corporation (TFSL) has a net interest margin (NIM) of 1.7%. NIM has been under pressure due to interest rate environment.
TFS Financial Corporation (TFSL) has an efficiency ratio of 63.5%. This is reasonable for a bank.
